Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | 02-02-2024 | 12-31-2023 | 164 | 316,639,867 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ABBOTT LABS | COM | 51 | $1,808,288 | 16,428 | 0.00 | 0.00 | -100 | -0.61 | 12-31-2023 |
SPDR SER TR | PRTFLO S&P500 GW | 52 | $1,681,443 | 25,844 | 0.00 | 0.00 | 300 | 1.17 | 12-31-2023 |
NIKE INC | CL B | 53 | $1,653,729 | 15,231 | 0.00 | 0.00 | -352 | -2.26 | 12-31-2023 |
DISNEY WALT CO | COM | 54 | $1,644,894 | 18,217 | 0.00 | 0.00 | -2,608 | -12.52 | 12-31-2023 |