HoldingsChannel.com
Ropes Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MODERNA INC 4,988,749 -824,100 $79,421
     MRNA4,988,749-824,100$79,421
MICROSOFT CORP 149,625 -4,299 $20,802
     MSFT149,625-4,299$20,802
APPLE INC 69,725 +489 $15,616
     AAPL69,725+489$15,616
JPMORGAN CHASE & CO 96,174 -1,325 $11,319
     JPM96,174-1,325$11,319
EXXON MOBIL CORP 159,826 -11,783 $11,285
     XOM159,826-11,783$11,285
JOHNSON & JOHNSON 76,102 +976 $9,846
     JNJ76,102+976$9,846
PROCTER & GAMBLE CO 64,292 +842 $7,997
     PG64,292+842$7,997
ISHARES TR (EFA) 120,584 -2,103 $7,863
     EFA120,584-2,103$7,863
AMAZON COM INC 4,347 -89 $7,546
     AMZN4,347-89$7,546
HOME DEPOT INC 31,525 +210 $7,314
     HD31,525+210$7,314
PFIZER INC 202,261 +1,287 $7,267
     PFE202,261+1,287$7,267
NEXTERA ENERGY INC 29,371 +788 $6,843
     NEE29,371+788$6,843
INTERNATIONAL BUSINESS MACHS 44,646 +6,008 $6,492
     IBM44,646+6,008$6,492
BERKSHIRE HATHAWAY INC DEL      $6,476
     BRK.B20,639-196$4,293
     BRK.A7UNCH$2,183
RAYTHEON CO 32,670 -651 $6,410
     RTN32,670-651$6,410
CANADIAN NATL RY CO 67,442 -354 $6,060
     CNI67,442-354$6,060
DISNEY WALT CO 43,044 +3,730 $5,609
     DIS43,044+3,730$5,609
ISHARES INC (EEMV) 97,206 UNCH $5,549
     EEMV97,206UNCH$5,549
CISCO SYS INC 109,942 -1,785 $5,432
     CSCO109,942-1,785$5,432
MCDONALDS CORP 24,962 +2,247 $5,360
     MCD24,962+2,247$5,360
PEPSICO INC 39,013 +218 $5,349
     PEP39,013+218$5,349
AUTOMATIC DATA PROCESSING IN 32,740 +148 $5,285
     ADP32,740+148$5,285
INTEL CORP 100,532 +1,100 $5,180
     INTC100,532+1,100$5,180
CHEVRON CORP NEW 41,741 +291 $4,950
     CVX41,741+291$4,950
3M CO 27,991 +139 $4,602
     MMM27,991+139$4,602
ISHARES TR (IVV) 14,270 -1,584 $4,260
     IVV14,270-1,584$4,260
AIR PRODS & CHEMS INC 17,373 +146 $3,854
     APD17,373+146$3,854
ABBOTT LABS 44,685 -3,130 $3,739
     ABT44,685-3,130$3,739
ALPHABET INC 2,982 -186 $3,641
     GOOGL2,982-186$3,641
ABBVIE INC 46,769 +4,566 $3,541
     ABBV46,769+4,566$3,541
MERCK & CO INC 41,513 +1,176 $3,495
     MRK41,513+1,176$3,495
VISA INC 19,944 -156 $3,431
     V19,944-156$3,431
ISHARES TR (IWR) 60,783 -1,397 $3,401
     IWR60,783-1,397$3,401
BRISTOL MYERS SQUIBB CO 66,469 -2,112 $3,371
     BMY66,469-2,112$3,371
BOEING CO 8,327 +77 $3,168
     BA8,327+77$3,168
ROPER TECHNOLOGIES INC 8,604 -28 $3,068
     ROP8,604-28$3,068
ALPHABET INC 2,449 -272 $2,985
     GOOG2,449-272$2,985
CHUBB LIMITED 17,840 -462 $2,880
     CB17,840-462$2,880
KIMBERLY CLARK CORP 19,173 -59 $2,724
     KMB19,173-59$2,724
COCA COLA CO 48,585 -363 $2,645
     KO48,585-363$2,645
GENERAL MLS INC 47,810 -100 $2,635
     GIS47,810-100$2,635
ORACLE CORP 47,614 +1,102 $2,620
     ORCL47,614+1,102$2,620
FACEBOOK INC 13,671 -5 $2,435
     FB13,671-5$2,435
AT&T INC 62,930 -1,196 $2,381
     T62,930-1,196$2,381
UNITED TECHNOLOGIES CORP 17,008 UNCH $2,322
     UTX17,008UNCH$2,322
GENERAL ELECTRIC CO 257,278 -20,821 $2,300
     GE257,278-20,821$2,300
UNION PACIFIC CORP 13,503 +47 $2,187
     UNP13,503+47$2,187
WALMART INC 18,347 -6 $2,177
     WMT18,347-6$2,177
NORFOLK SOUTHERN CORP 11,921 -80 $2,142
     NSC11,921-80$2,142
COMCAST CORP NEW 46,704 +7,039 $2,105
     CMCSA46,704+7,039$2,105

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 09/30/2019: $471,274
At 06/30/2019: $473,887

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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