Watch Point Trust as of Sept. 30, 2019
Portfolio Holdings for Watch Point Trust
Watch Point Trust holds 75 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.5 | $8.4M | 61k | 138.98 | |
| Apple (AAPL) | 4.0 | $7.5M | 34k | 223.95 | |
| Church & Dwight (CHD) | 3.3 | $6.3M | 84k | 75.00 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $6.0M | 51k | 117.68 | |
| Amazon (AMZN) | 3.0 | $5.7M | 3.3k | 1735.29 | |
| Intel Corporation (INTC) | 2.7 | $5.1M | 99k | 51.55 | |
| Comcast Corporation (CMCSA) | 2.7 | $5.0M | 111k | 45.07 | |
| Stryker Corporation (SYK) | 2.6 | $4.9M | 23k | 216.23 | |
| salesforce (CRM) | 2.5 | $4.8M | 32k | 148.38 | |
| Waste Management (WM) | 2.4 | $4.4M | 39k | 114.94 | |
| Booking Holdings (BKNG) | 2.4 | $4.4M | 2.3k | 1961.81 | |
| Verizon Communications (VZ) | 2.2 | $4.2M | 70k | 60.38 | |
| United Technologies Corporation | 2.2 | $4.2M | 31k | 136.60 | |
| Danaher Corporation (DHR) | 2.2 | $4.2M | 29k | 144.41 | |
| TJX Companies (TJX) | 2.2 | $4.2M | 75k | 55.70 | |
| U.S. Bancorp (USB) | 2.2 | $4.1M | 75k | 55.33 | |
| MasterCard Incorporated (MA) | 2.1 | $4.0M | 15k | 271.82 | |
| Procter & Gamble Company (PG) | 2.1 | $3.9M | 32k | 124.45 | |
| CVS Caremark Corporation (CVS) | 2.1 | $3.9M | 62k | 63.12 | |
| Novartis (NVS) | 2.0 | $3.7M | 43k | 86.95 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $3.7M | 3.0k | 1221.09 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.9 | $3.7M | 56k | 65.23 | |
| Travelers Companies (TRV) | 1.9 | $3.6M | 25k | 148.67 | |
| Pepsi (PEP) | 1.9 | $3.6M | 26k | 137.13 | |
| Rockwell Automation (ROK) | 1.9 | $3.6M | 22k | 164.81 | |
| Spdr S&p 500 Etf (SPY) | 1.9 | $3.6M | 12k | 296.77 | |
| Medtronic (MDT) | 1.9 | $3.5M | 33k | 108.55 | |
| SPDR S&P MidCap 400 ETF (MDY) | 1.9 | $3.5M | 10k | 352.41 | |
| Royal Dutch Shell | 1.9 | $3.5M | 58k | 59.89 | |
| Coca-Cola Company (KO) | 1.8 | $3.5M | 64k | 54.45 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $3.3M | 11k | 294.87 | |
| Cognizant Technology Solutions (CTSH) | 1.7 | $3.2M | 53k | 60.21 | |
| Intercontinental Exchange (ICE) | 1.7 | $3.2M | 35k | 92.19 | |
| General Dynamics Corporation (GD) | 1.6 | $3.1M | 17k | 182.89 | |
| Alphabet Inc Class C cs (GOOG) | 1.6 | $3.0M | 2.4k | 1218.81 | |
| Lowe's Companies (LOW) | 1.5 | $2.9M | 26k | 110.27 | |
| Bank of America Corporation (BAC) | 1.5 | $2.8M | 95k | 29.20 | |
| Facebook Inc cl a (META) | 1.4 | $2.7M | 15k | 177.94 | |
| Estee Lauder Companies (EL) | 1.3 | $2.5M | 12k | 198.92 | |
| Schlumberger (SLB) | 1.2 | $2.2M | 64k | 34.13 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.2 | $2.2M | 28k | 77.86 | |
| Pioneer Natural Resources | 1.2 | $2.2M | 17k | 125.85 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $1.9M | 27k | 70.55 | |
| T. Rowe Price (TROW) | 0.9 | $1.6M | 14k | 114.28 | |
| Home Depot (HD) | 0.8 | $1.5M | 6.4k | 232.15 | |
| Air Products & Chemicals (APD) | 0.8 | $1.4M | 6.3k | 221.62 | |
| iShares Lehman Aggregate Bond (AGG) | 0.6 | $1.1M | 10k | 113.19 | |
| Utilities SPDR (XLU) | 0.5 | $877k | 13k | 66.67 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $834k | 4.0k | 207.64 | |
| United Parcel Service (UPS) | 0.4 | $789k | 6.6k | 120.00 | |
| Merck & Co (MRK) | 0.4 | $759k | 9.0k | 84.29 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.4 | $759k | 16k | 48.97 | |
| iShares Russell Midcap Index Fund (IWR) | 0.4 | $739k | 13k | 55.98 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $733k | 4.9k | 151.04 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $721k | 18k | 40.94 | |
| Nextera Energy (NEE) | 0.3 | $657k | 2.8k | 233.06 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $562k | 3.7k | 151.43 | |
| Schwab Strategic Tr 0 (SCHP) | 0.2 | $421k | 7.4k | 56.82 | |
| Johnson & Johnson (JNJ) | 0.2 | $369k | 3.1k | 120.00 | |
| Union Pacific Corporation (UNP) | 0.2 | $370k | 2.3k | 161.78 | |
| Royal Dutch Shell | 0.2 | $363k | 6.2k | 58.70 | |
| Chevron Corporation (CVX) | 0.2 | $320k | 2.7k | 118.78 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $305k | 2.7k | 114.23 | |
| Laboratory Corp. of America Holdings | 0.1 | $283k | 1.7k | 168.89 | |
| Visa (V) | 0.1 | $280k | 1.6k | 172.20 | |
| Technology SPDR (XLK) | 0.1 | $258k | 3.2k | 80.62 | |
| Linde | 0.1 | $254k | 1.3k | 193.85 | |
| Honeywell International (HON) | 0.1 | $235k | 1.4k | 168.94 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $243k | 4.0k | 61.06 | |
| Chubb (CB) | 0.1 | $244k | 1.5k | 161.59 | |
| Walt Disney Company (DIS) | 0.1 | $232k | 1.8k | 130.56 | |
| At&t (T) | 0.1 | $219k | 5.8k | 37.86 | |
| Edwards Lifesciences (EW) | 0.1 | $217k | 1.1k | 200.00 | |
| Automatic Data Processing (ADP) | 0.1 | $219k | 1.4k | 161.39 | |
| iShares Gold Trust | 0.1 | $176k | 13k | 14.08 |