Raab & Moskowitz: A Deep Dive into Asset Management's Q3 to Q4 2022 Holdings Comparison

In a constantly changing financial landscape, keeping track of fund holdings and comparing them is crucial. As such, the Q3 to Q4 2022 13F holdings comparison for Raab & Moskowitz Asset Management LLC gives us an excellent opportunity to examine the changes that took place in the fund's portfolio.

Raab & Moskowitz Asset Management LLC is an American-based investment management company that mainly focuses on long-term investments. The holdings of their portfolio center around consumer staples, healthcare, and technology sectors. In this blog post, we'll analyze the changes that have taken place and what they may mean for investors.

Let's start by examining the fund's top ten holdings:

1. Apple Inc.

2. Vanguard Index FDS

3. Microsoft Corp

4. Vanguard World FD

5. Berkshire Hathaway Inc Del

6. TJX Cos Inc New

7. Pfizer Inc.

8. Costco Whsl Corp New

9. Pepsico Inc.

10. Johnson & Johnson

As we can see, most of the top ten remained the same from Q3 to Q4 2022, except for Berkshire Hathaway Inc Del. The position of the holding increased by 18.4%, making it the fourth-largest holding in the portfolio. In comparison with the other holdings, the fund's holding in Berkshire Hathaway is relatively small, with only 25,813 shares in Q4 2022.

The increase in Berkshire Hathaway Inc Del's holding likely indicates that Raab & Moskowitz Asset Management LLC has confidence in the future of the company. Warren Buffett's leadership and track record may have played a role in this investment decision.

Another significant change in the portfolio includes a decrease of 27.4% in Amazon.com, Inc.'s holding. The holding was the 26th largest in Q3, but it slipped to 29th in Q4. It's not clear why the fund divested its shares in such a highly profitable company. However, this change might be an indication of its business strategy or the fund's preference to shift toward other investments.

The fund's second largest holding, Vanguard Index FDS, witnessed a small increase of 6.4% in value between Q3 to Q4 2022. The fund holds a total of 53,050 shares, with a value of $10,142,000 in Q4, indicating that the fund has confidence in the fund's stability and ability to deliver high returns.

The healthcare sector is another sector that saw notable changes in the fund's portfolio. For instance, Raab & Moskowitz Asset Management LLC increased its holdings in Merck & Co Inc by 29%, and AbbVie Inc by 20.1%. Both companies are entrenched in drug development and disease therapies, with a focus on oncology treatment. The increase in holdings could be an indication that the fund has faith in the companies' innovative approaches to solve healthcare challenges.

In conclusion, the Q3 to Q4 2022 13F holdings comparison for Raab & Moskowitz Asset Management LLC showed several notable changes. Though the factors that led to the changes are unknown, it's clear that the fund is focused on strategies to boost returns. Investors need to keep a close eye on such changes in Raab & Moskowitz Asset Management LLC and other fund holdings, as they can give important insights into the current state of the market.