HoldingsChannel.com
Ropes Wealth Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Ropes Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Ropes Wealth Advisors LLC. In the Ropes Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Ropes Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Ropes Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 113,449 -4,298 $29,137
     MSFT113,449-4,298$29,137
APPLE INC 189,686 +1,802 $25,934
     AAPL189,686+1,802$25,934
ISHARES TR (IVV) 51,574 +588 $19,554
     IVV51,574+588$19,554
VANGUARD INDEX FDS (VTI) 87,072 +26,448 $16,424
     VTI87,072+26,448$16,424
JOHNSON & JOHNSON 57,293 -395 $10,170
     JNJ57,293-395$10,170
PROCTER AND GAMBLE CO 69,985 +2,857 $10,063
     PG69,985+2,857$10,063
AMAZON COM INC 93,150 +87,737 $9,893
     AMZN93,150+87,737$9,893
PFIZER INC 183,127 +331 $9,601
     PFE183,127+331$9,601
EXXON MOBIL CORP 112,084 +16,423 $9,599
     XOM112,084+16,423$9,599
ISHARES TR (IJR) 98,207 UNCH $9,075
     IJR98,207UNCH$9,075
NEXTERA ENERGY INC 116,378 +7,765 $9,015
     NEE116,378+7,765$9,015
NEXTERA ENERGY PARTNERS LP 117,032 UNCH $8,679
     NEP117,032UNCH$8,679
BERKSHIRE HATHAWAY INC DEL      $8,189
     BRK.B18,008-252$4,917
     BRK.A8UNCH$3,272
ALPHABET INC 3,237 -827 $7,054
     GOOGL3,237-827$7,054
JPMORGAN CHASE & CO 58,718 +216 $6,612
     JPM58,718+216$6,612
RAYTHEON TECHNOLOGIES CORP 63,407 -160 $6,094
     RTX63,407-160$6,094
HOME DEPOT INC 21,832 +213 $5,988
     HD21,832+213$5,988
ISHARES TR (EFA) 94,845 -478 $5,927
     EFA94,845-478$5,927
AUTOMATIC DATA PROCESSING IN 28,002 -137 $5,882
     ADP28,002-137$5,882
VANGUARD INDEX FDS (VOO) 16,671 +938 $5,783
     VOO16,671+938$5,783
INTERNATIONAL BUSINESS MACHS 38,611 -623 $5,451
     IBM38,611-623$5,451
CANADIAN NATL RY CO 48,430 -315 $5,447
     CNI48,430-315$5,447
PEPSICO INC 32,171 +404 $5,362
     PEP32,171+404$5,362
ABBVIE INC 32,980 -118 $5,051
     ABBV32,980-118$5,051
VANGUARD STAR FDS (VXUS) 89,096 +9,600 $4,598
     VXUS89,096+9,600$4,598
ALPHABET INC 1,983 -1 $4,338
     GOOG1,983-1$4,338
SPDR GOLD TR (GLD) 24,397 +100 $4,110
     GLD24,397+100$4,110
BRISTOL MYERS SQUIBB CO 52,936 -920 $4,076
     BMY52,936-920$4,076
SPDR S&P 500 ETF TR (SPY) 10,161 +27 $3,833
     SPY10,161+27$3,833
MCDONALDS CORP 14,132 -440 $3,489
     MCD14,132-440$3,489
AKAMAI TECHNOLOGIES INC 37,589 UNCH $3,433
     AKAM37,589UNCH$3,433
MERCK & CO INC 37,554 +595 $3,424
     MRK37,554+595$3,424
VANGUARD INTL EQUITY INDEX F (VWO) 82,204 +705 $3,424
     VWO82,204+705$3,424
ISHARES TR (IWF) 14,926 -310 $3,264
     IWF14,926-310$3,264
CHEVRON CORP NEW 22,384 -215 $3,241
     CVX22,384-215$3,241
VANGUARD INTL EQUITY INDEX F (VT) 36,087 +76 $3,080
     VT36,087+76$3,080
ABBOTT LABS 28,081 +361 $3,051
     ABT28,081+361$3,051
3M CO 22,992 -165 $2,975
     MMM22,992-165$2,975
ORACLE CORP 41,993 +4,048 $2,934
     ORCL41,993+4,048$2,934
ISHARES TR (IWR) 44,842 UNCH $2,899
     IWR44,842UNCH$2,899
AIR PRODS & CHEMS INC 12,030 -223 $2,893
     APD12,030-223$2,893
CISCO SYS INC 67,287 +2,347 $2,869
     CSCO67,287+2,347$2,869
VANGUARD BD INDEX FDS (BND) 37,993 -482 $2,859
     BND37,993-482$2,859
COCA COLA CO 45,152 +816 $2,840
     KO45,152+816$2,840
MAGELLAN MIDSTREAM PRTNRS LP 57,687 -200 $2,755
     MMP57,687-200$2,755
IDEXX LABS INC 7,395 -25 $2,594
     IDXX7,395-25$2,594
AMERICAN EXPRESS CO 18,700 UNCH $2,592
     AXP18,700UNCH$2,592
HOWARD HUGHES CORP 37,602 UNCH $2,559
     HHC37,602UNCH$2,559
ADOBE SYSTEMS INCORPORATED 6,985 +8 $2,557
     ADBE6,985+8$2,557
ALIBABA GROUP HLDG LTD 22,450 UNCH $2,552
     BABA22,450UNCH$2,552

See Full List: All Stocks Held By Ropes Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ropes Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $486,211
At 03/31/2022: $582,695

Ropes Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ropes Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Ropes Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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