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Watson Rebecca

Latest statistics and disclosures from Watson Rebecca's latest quarterly 13F-HR filing:

Top 5 stock holdings are USMV, AGG, IUSG, JPST, GSIE, and represent 48.88% of Watson Rebecca's stock portfolio.
Added to shares of these 10 stocks: AAPL, AGG, GSIE, IUSG, QLTA, VB, SPEM, JPST, IGSB, IHI.
Reduced shares in these 10 stocks: UPS, USMV, IJH, USB, DVY, DFS, CRBN, EFAV, GILD, LQD.
Sold out of its positions in AMLP, ABT, ABBV, Activision Blizzard, ADBE, AEIS, APD, AA, LNT, GOOGL.
Watson Rebecca was a net seller of stock by $-837k.
Watson Rebecca has $170M in assets under management (AUM), dropping by 1.57%.
Central Index Key (CIK): 0001795711

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Portfolio Holdings for Watson Rebecca

Watson Rebecca holds 81 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	14.7	$25M	-2%	390k	63.73	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	10.7	$18M	+8%	154k	118.06	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	10.3	$18M	+7%	219k	79.98	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	8.0	$14M	+4%	267k	50.79	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	5.2	$8.8M	+19%	314k	28.15	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	3.7	$6.3M	+8%	114k	54.91	View chart
Ishares Aaa - A Rated Corporate Bond Etf Etf (QLTA)	3.4	$5.8M	+23%	100k	57.83	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	3.4	$5.7M	+7%	19k	299.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.1	$5.2M	+8%	15k	336.08	View chart
Invesco Qqq Trust Etf (QQQ)	2.6	$4.4M		16k	277.86	View chart
Apple Stock (AAPL)	2.5	$4.2M	+281%	36k	115.80	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	2.2	$3.8M	-2%	136k	27.95	View chart
Ishares Liquidity Income Etf Etf (ICSH)	2.2	$3.8M	+3%	75k	50.57	View chart
Verizon Communications Stock (VZ)	2.1	$3.5M		60k	59.48	View chart
Ishares S&p Midcap Fund Etf (IJH)	1.8	$3.0M	-16%	16k	185.31	View chart
At&t Stock (T)	1.3	$2.3M		80k	28.51	View chart
Vanguard Dividend Appreciation Index Fund Etf (VIG)	1.3	$2.2M		18k	128.65	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	1.2	$2.1M	-9%	30k	68.14	View chart
Intel Corp Stock (INTC)	1.1	$1.9M		37k	51.78	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.9	$1.6M	+7%	51k	31.37	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.9	$1.6M		41k	37.94	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.7	$1.2M	+3%	9.7k	127.98	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.7	$1.2M		45k	26.64	View chart
Ishares Esg Aware U.s. Aggregate Bond Etf Etf (EAGG)	0.7	$1.1M	+15%	20k	56.49	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.6	$1.1M	-13%	8.0k	134.76	View chart
Microsoft Corp Stock (MSFT)	0.6	$1.0M	+11%	5.0k	210.24	View chart
Union Pac Corp Stock (UNP)	0.6	$1.0M		5.3k	196.85	View chart
Vanguard Small-cap Index Fund Etf (VB)	0.6	$1.0M	+5091%	6.6k	153.80	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.6	$973k	+19%	19k	52.60	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.6	$969k	+62%	11k	92.09	View chart
Johnson & Johnson Stock (JNJ)	0.6	$947k	+4%	6.4k	148.88	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.5	$888k	+198%	24k	36.54	View chart
Disney Walt Co Com Disney Stock (DIS)	0.5	$778k	-3%	6.3k	124.06	View chart
Raytheon Technologies Corp Stock (RTX)	0.5	$775k		14k	57.52	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$724k	-12%	6.1k	118.20	View chart
Ishares Select Dividend Etf Etf (DVY)	0.4	$681k	-30%	8.4k	81.56	View chart
Amgen Stock (AMGN)	0.4	$661k	+9%	2.6k	254.33	View chart
Procter And Gamble Stock (PG)	0.3	$568k		4.1k	138.88	View chart
Spdr S&p 500 Etf Etf (SPY)	0.3	$509k		1.5k	334.87	View chart
Pfizer Stock (PFE)	0.3	$501k	+90%	14k	36.68	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$487k	-4%	12k	39.79	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.3	$483k	+7%	19k	26.09	View chart
Ishares Msci Eafe Esg Select Etf Etf (ESGD)	0.3	$460k	+6%	7.2k	63.54	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.3	$450k		1.6k	281.25	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$448k	+9%	8.5k	52.86	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.3	$447k		4.9k	91.32	View chart
International Business Machs Stock (IBM)	0.2	$422k		3.5k	121.61	View chart
Ishares S&p Small-cap Fund Etf (IJR)	0.2	$408k	-22%	5.8k	70.26	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$392k		1.2k	315.62	View chart
Vanguard Information Technology Index Fund Etf (VGT)	0.2	$389k	+6%	1.2k	311.70	View chart
Tjx Cos Stock (TJX)	0.2	$387k		6.9k	55.70	View chart
First Trust Water Etf Etf (FIW)	0.2	$383k	+8%	6.3k	60.50	View chart
Amazon Stock (AMZN)	0.2	$375k		119.00	3151.26	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.2	$364k	+350%	4.6k	78.41	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.2	$359k	+61%	8.5k	42.25	View chart
Coca Cola Stock (KO)	0.2	$358k	+3%	7.3k	49.35	View chart
Boeing Stock (BA)	0.2	$352k		2.1k	165.26	View chart
Alector Stock (ALEC)	0.2	$337k		32k	10.54	View chart
Costco Whsl Corp Stock (COST)	0.2	$306k	+3%	862.00	354.99	View chart
Ishares Global Green Bond Etf Etf (BGRN)	0.2	$300k		5.4k	55.53	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.2	$294k		3.2k	92.02	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$292k		1.4k	212.67	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$291k	-3%	8.5k	34.29	View chart
Invesco Ftse Rafi Us 1500a Small-mida Etf Etf (PRFZ)	0.2	$287k		2.5k	116.90	View chart
Nuveen Mun Value Cef (NUV)	0.2	$278k		26k	10.66	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$275k		2.9k	96.19	View chart
Ishares Msci Intl Multifactor Etf Etf (INTF)	0.2	$268k		11k	24.32	View chart
Tc Energy Corp Stock (TRP)	0.2	$256k		6.1k	41.97	View chart
Unitedhealth Group Stock (UNH)	0.1	$251k		804.00	312.19	View chart
Ishares S&p Global Clean Energy Index Fund Etf (ICLN)	0.1	$245k	+2737%	13k	18.49	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$242k	+5%	785.00	308.28	View chart
Home Depot Stock (HD)	0.1	$235k	+12%	846.00	277.78	View chart
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB)	0.1	$235k	-2%	4.3k	55.26	View chart
Ishares Msci Acwi Ex Us Index Fund Etf (ACWX)	0.1	$219k		4.8k	46.01	View chart
Us Bancorp Del Stock (USB)	0.1	$215k	-71%	6.0k	35.89	View chart
Pepsico Stock (PEP)	0.1	$209k	+4%	1.5k	138.78	View chart
Howmet Aerospace Stock (HWM)	0.1	$195k		12k	16.72	View chart
Dnp Select Income Cef (DNP)	0.1	$168k		17k	10.02	View chart
Royce Value Tr Cef (RVT)	0.1	$135k		11k	12.60	View chart
Virtus Global Divid & Income F Cef (ZTR)	0.1	$92k		12k	7.86	View chart
Colony Cr Real Estate Inc Com Cl A Reit	0.0	$76k		15k	4.93	View chart

Past Filings by Watson Rebecca

SEC 13F filings are viewable for Watson Rebecca going back to 2019

Watson Rebecca 2020 Q3 filed Oct. 22, 2020
Watson Rebecca 2020 Q2 filed July 20, 2020
Watson Rebecca 2020 Q1 filed May 14, 2020
Watson Rebecca 2019 Q4 filed Feb. 11, 2020

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