HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
113,449 | -4,298 | $29,137 |
| MSFT | 113,449 | -4,298 | $29,137 |
| APPLE INC |
189,686 | +1,802 | $25,934 |
| AAPL | 189,686 | +1,802 | $25,934 |
| ISHARES TR (IVV) |
51,574 | +588 | $19,554 |
| IVV | 51,574 | +588 | $19,554 |
| VANGUARD INDEX FDS (VTI) |
87,072 | +26,448 | $16,424 |
| VTI | 87,072 | +26,448 | $16,424 |
| JOHNSON & JOHNSON |
57,293 | -395 | $10,170 |
| JNJ | 57,293 | -395 | $10,170 |
| PROCTER AND GAMBLE CO |
69,985 | +2,857 | $10,063 |
| PG | 69,985 | +2,857 | $10,063 |
| AMAZON COM INC |
93,150 | +87,737 | $9,893 |
| AMZN | 93,150 | +87,737 | $9,893 |
| PFIZER INC |
183,127 | +331 | $9,601 |
| PFE | 183,127 | +331 | $9,601 |
| EXXON MOBIL CORP |
112,084 | +16,423 | $9,599 |
| XOM | 112,084 | +16,423 | $9,599 |
| ISHARES TR (IJR) |
98,207 | UNCH | $9,075 |
| IJR | 98,207 | UNCH | $9,075 |
| NEXTERA ENERGY INC |
116,378 | +7,765 | $9,015 |
| NEE | 116,378 | +7,765 | $9,015 |
| NEXTERA ENERGY PARTNERS LP |
117,032 | UNCH | $8,679 |
| NEP | 117,032 | UNCH | $8,679 |
 BERKSHIRE HATHAWAY INC DEL |
$8,189 | ||
| BRK.B | 18,008 | -252 | $4,917 |
| BRK.A | 8 | UNCH | $3,272 |
| ALPHABET INC |
3,237 | -827 | $7,054 |
| GOOGL | 3,237 | -827 | $7,054 |
| JPMORGAN CHASE & CO |
58,718 | +216 | $6,612 |
| JPM | 58,718 | +216 | $6,612 |
| RAYTHEON TECHNOLOGIES CORP |
63,407 | -160 | $6,094 |
| RTX | 63,407 | -160 | $6,094 |
| HOME DEPOT INC |
21,832 | +213 | $5,988 |
| HD | 21,832 | +213 | $5,988 |
| ISHARES TR (EFA) |
94,845 | -478 | $5,927 |
| EFA | 94,845 | -478 | $5,927 |
| AUTOMATIC DATA PROCESSING IN |
28,002 | -137 | $5,882 |
| ADP | 28,002 | -137 | $5,882 |
| VANGUARD INDEX FDS (VOO) |
16,671 | +938 | $5,783 |
| VOO | 16,671 | +938 | $5,783 |
| INTERNATIONAL BUSINESS MACHS |
38,611 | -623 | $5,451 |
| IBM | 38,611 | -623 | $5,451 |
| CANADIAN NATL RY CO |
48,430 | -315 | $5,447 |
| CNI | 48,430 | -315 | $5,447 |
| PEPSICO INC |
32,171 | +404 | $5,362 |
| PEP | 32,171 | +404 | $5,362 |
| ABBVIE INC |
32,980 | -118 | $5,051 |
| ABBV | 32,980 | -118 | $5,051 |
| VANGUARD STAR FDS (VXUS) |
89,096 | +9,600 | $4,598 |
| VXUS | 89,096 | +9,600 | $4,598 |
| ALPHABET INC |
1,983 | -1 | $4,338 |
| GOOG | 1,983 | -1 | $4,338 |
| SPDR GOLD TR (GLD) |
24,397 | +100 | $4,110 |
| GLD | 24,397 | +100 | $4,110 |
| BRISTOL MYERS SQUIBB CO |
52,936 | -920 | $4,076 |
| BMY | 52,936 | -920 | $4,076 |
| SPDR S&P 500 ETF TR (SPY) |
10,161 | +27 | $3,833 |
| SPY | 10,161 | +27 | $3,833 |
| MCDONALDS CORP |
14,132 | -440 | $3,489 |
| MCD | 14,132 | -440 | $3,489 |
| AKAMAI TECHNOLOGIES INC |
37,589 | UNCH | $3,433 |
| AKAM | 37,589 | UNCH | $3,433 |
| MERCK & CO INC |
37,554 | +595 | $3,424 |
| MRK | 37,554 | +595 | $3,424 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
82,204 | +705 | $3,424 |
| VWO | 82,204 | +705 | $3,424 |
| ISHARES TR (IWF) |
14,926 | -310 | $3,264 |
| IWF | 14,926 | -310 | $3,264 |
| CHEVRON CORP NEW |
22,384 | -215 | $3,241 |
| CVX | 22,384 | -215 | $3,241 |
| VANGUARD INTL EQUITY INDEX F (VT) |
36,087 | +76 | $3,080 |
| VT | 36,087 | +76 | $3,080 |
| ABBOTT LABS |
28,081 | +361 | $3,051 |
| ABT | 28,081 | +361 | $3,051 |
| 3M CO |
22,992 | -165 | $2,975 |
| MMM | 22,992 | -165 | $2,975 |
| ORACLE CORP |
41,993 | +4,048 | $2,934 |
| ORCL | 41,993 | +4,048 | $2,934 |
| ISHARES TR (IWR) |
44,842 | UNCH | $2,899 |
| IWR | 44,842 | UNCH | $2,899 |
| AIR PRODS & CHEMS INC |
12,030 | -223 | $2,893 |
| APD | 12,030 | -223 | $2,893 |
| CISCO SYS INC |
67,287 | +2,347 | $2,869 |
| CSCO | 67,287 | +2,347 | $2,869 |
| VANGUARD BD INDEX FDS (BND) |
37,993 | -482 | $2,859 |
| BND | 37,993 | -482 | $2,859 |
| COCA COLA CO |
45,152 | +816 | $2,840 |
| KO | 45,152 | +816 | $2,840 |
| MAGELLAN MIDSTREAM PRTNRS LP |
57,687 | -200 | $2,755 |
| MMP | 57,687 | -200 | $2,755 |
| IDEXX LABS INC |
7,395 | -25 | $2,594 |
| IDXX | 7,395 | -25 | $2,594 |
| AMERICAN EXPRESS CO |
18,700 | UNCH | $2,592 |
| AXP | 18,700 | UNCH | $2,592 |
| HOWARD HUGHES CORP |
37,602 | UNCH | $2,559 |
| HHC | 37,602 | UNCH | $2,559 |
| ADOBE SYSTEMS INCORPORATED |
6,985 | +8 | $2,557 |
| ADBE | 6,985 | +8 | $2,557 |
| ALIBABA GROUP HLDG LTD |
22,450 | UNCH | $2,552 |
| BABA | 22,450 | UNCH | $2,552 |
See Full List: All Stocks Held By Ropes Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ropes Wealth Advisors LLC
|
Size ($ 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 |
