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Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC is a SEC-registered investment advisor headquartered in Chatham, New Jersey. Founded in 1978, the firm manages approximately $601 million in assets for over 350 individual clients, including high net worth individuals. The company employs 6 people and offers wealth management, alternative investment strategies, and bespoke financial solutions. Raab & Moskowitz emphasizes fiduciary excellence, risk management, and capital preservation for its clients, with operations through regulated affiliated entities and partnerships in major financial centers.
Investment Strategy
Raab & Moskowitz Asset Management LLC provides a broad spectrum of alternative investment strategies, including currency alpha, currency overlay, dynamic hedging, and opportunity strategies. The firm's approach centers on diversification to reduce volatility and improve returns, rigorous risk management, and end-to-end trade control. They focus on protecting client deposits and delivering verified trading performance through regulated banks and brokers, aiming for consistent long-term profitability while managing risk. Their investment philosophy emphasizes bespoke models designed to preserve and grow capital for individual investors seeking customized management solutions.
Latest 13F Filing Activity
Raab & Moskowitz Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 181 equity positions with a total 13F market value of $420M. The fund increased holdings in Microsoft Corp., Quanta SVCS Inc., Vanguard World FD among other positions. Raab & Moskowitz Asset Management LLC reduced exposure to Unitedhealth Group Inc., Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 4.96% | $20.8M | 68,561 | $143.06 | $303.93 | +$2.0M |
M MGK | VANGUARD WORLD FD | 4.14% | $17.4M | 47,505 | $163.55 | $366.17 | +$2.5M |
A AAPL | APPLE INC | 3.98% | $16.7M | 81,329 | $38.40 | $205.17 | -$1.6M |
M MSFT | MICROSOFT CORP | 3.96% | $16.6M | 33,382 | $121.84 | $497.41 | +$3.6M |
C COST | COSTCO WHSL CORP NEW | 3.39% | $14.2M | 14,373 | $218.00 | $989.94 | +$385.1K |
Industry Allocation
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