HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MODERNA INC |
5,812,849 | +5,812,244 | $85,100 |
| MRNA | 5,812,849 | +5,812,244 | $85,100 |
| MICROSOFT CORP |
153,924 | +6,143 | $20,620 |
| MSFT | 153,924 | +6,143 | $20,620 |
| APPLE INC |
69,236 | -173 | $13,703 |
| AAPL | 69,236 | -173 | $13,703 |
| EXXON MOBIL CORP |
171,609 | +2,574 | $13,150 |
| XOM | 171,609 | +2,574 | $13,150 |
| JPMORGAN CHASE & CO |
97,499 | -1,505 | $10,900 |
| JPM | 97,499 | -1,505 | $10,900 |
| JOHNSON & JOHNSON |
75,126 | -2,656 | $10,464 |
| JNJ | 75,126 | -2,656 | $10,464 |
| PFIZER INC |
200,974 | -10,794 | $8,706 |
| PFE | 200,974 | -10,794 | $8,706 |
| AMAZON COM INC |
4,436 | +320 | $8,400 |
| AMZN | 4,436 | +320 | $8,400 |
| ISHARES TR (EFA) |
122,687 | -3,151 | $8,064 |
| EFA | 122,687 | -3,151 | $8,064 |
| PROCTER AND GAMBLE CO |
63,450 | +367 | $6,957 |
| PG | 63,450 | +367 | $6,957 |
 BERKSHIRE HATHAWAY INC DEL |
$6,669 | ||
| BRK.B | 20,835 | +75 | $4,441 |
| BRK.A | 7 | UNCH | $2,228 |
| HOME DEPOT INC |
31,315 | +2,580 | $6,513 |
| HD | 31,315 | +2,580 | $6,513 |
| CANADIAN NATL RY CO |
67,796 | -809 | $6,270 |
| CNI | 67,796 | -809 | $6,270 |
| CISCO SYS INC |
111,727 | -265 | $6,115 |
| CSCO | 111,727 | -265 | $6,115 |
| NEXTERA ENERGY INC |
28,583 | +562 | $5,856 |
| NEE | 28,583 | +562 | $5,856 |
| RAYTHEON CO |
33,321 | -1,250 | $5,794 |
| RTN | 33,321 | -1,250 | $5,794 |
| ISHARES INC (EEMV) |
97,206 | UNCH | $5,722 |
| EEMV | 97,206 | UNCH | $5,722 |
| DISNEY WALT CO |
39,314 | +4,375 | $5,490 |
| DIS | 39,314 | +4,375 | $5,490 |
| AUTOMATIC DATA PROCESSING IN |
32,592 | -232 | $5,388 |
| ADP | 32,592 | -232 | $5,388 |
| INTERNATIONAL BUSINESS MACHS |
38,638 | -5,934 | $5,328 |
| IBM | 38,638 | -5,934 | $5,328 |
| CHEVRON CORP NEW |
41,450 | +1,447 | $5,158 |
| CVX | 41,450 | +1,447 | $5,158 |
| PEPSICO INC |
38,795 | +275 | $5,087 |
| PEP | 38,795 | +275 | $5,087 |
| 3M CO |
27,852 | -1,210 | $4,828 |
| MMM | 27,852 | -1,210 | $4,828 |
| INTEL CORP |
99,432 | +3,410 | $4,760 |
| INTC | 99,432 | +3,410 | $4,760 |
| MCDONALDS CORP |
22,715 | -480 | $4,717 |
| MCD | 22,715 | -480 | $4,717 |
| ISHARES TR (IVV) |
15,854 | -136 | $4,673 |
| IVV | 15,854 | -136 | $4,673 |
| ABBOTT LABS |
47,815 | +9,230 | $4,021 |
| ABT | 47,815 | +9,230 | $4,021 |
| AIR PRODS & CHEMS INC |
17,227 | -1,354 | $3,900 |
| APD | 17,227 | -1,354 | $3,900 |
| VISA INC |
20,100 | +301 | $3,488 |
| V | 20,100 | +301 | $3,488 |
| ISHARES TR (IWR) |
62,180 | -1,027 | $3,474 |
| IWR | 62,180 | -1,027 | $3,474 |
| ALPHABET INC |
3,168 | +331 | $3,430 |
| GOOGL | 3,168 | +331 | $3,430 |
| MERCK & CO INC |
40,337 | -1,781 | $3,382 |
| MRK | 40,337 | -1,781 | $3,382 |
| ROPER TECHNOLOGIES INC |
8,632 | -47 | $3,162 |
| ROP | 8,632 | -47 | $3,162 |
| BRISTOL MYERS SQUIBB CO |
68,581 | -362 | $3,110 |
| BMY | 68,581 | -362 | $3,110 |
| ABBVIE INC |
42,203 | -765 | $3,069 |
| ABBV | 42,203 | -765 | $3,069 |
| BOEING CO |
8,250 | -67 | $3,003 |
| BA | 8,250 | -67 | $3,003 |
| ALPHABET INC |
2,721 | +239 | $2,941 |
| GOOG | 2,721 | +239 | $2,941 |
| GENERAL ELECTRIC CO |
278,099 | -22,097 | $2,920 |
| GE | 278,099 | -22,097 | $2,920 |
| CHUBB LIMITED |
18,302 | -232 | $2,696 |
| CB | 18,302 | -232 | $2,696 |
| MASTERCARD INC |
10,165 | +5,709 | $2,689 |
| MA | 10,165 | +5,709 | $2,689 |
| ORACLE CORP |
46,512 | +30 | $2,650 |
| ORCL | 46,512 | +30 | $2,650 |
| FACEBOOK INC |
13,676 | +213 | $2,639 |
| FB | 13,676 | +213 | $2,639 |
| KIMBERLY CLARK CORP |
19,232 | -400 | $2,563 |
| KMB | 19,232 | -400 | $2,563 |
| GENERAL MLS INC |
47,910 | -1,483 | $2,516 |
| GIS | 47,910 | -1,483 | $2,516 |
| COCA COLA CO |
48,948 | -927 | $2,492 |
| KO | 48,948 | -927 | $2,492 |
| NORFOLK SOUTHERN CORP |
12,001 | -134 | $2,392 |
| NSC | 12,001 | -134 | $2,392 |
| UNION PACIFIC CORP |
13,456 | -38 | $2,276 |
| UNP | 13,456 | -38 | $2,276 |
| UNITED TECHNOLOGIES CORP |
17,008 | -140 | $2,214 |
| UTX | 17,008 | -140 | $2,214 |
| AT&T INC |
64,126 | -6,873 | $2,149 |
| T | 64,126 | -6,873 | $2,149 |
| WALMART INC |
18,353 | -1,229 | $2,028 |
| WMT | 18,353 | -1,229 | $2,028 |
See Full List: All Stocks Held By Ropes Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ropes Wealth Advisors LLC
|
Size ($ in 1000's)
At 06/30/2019: $473,887 At 03/31/2019: $377,999 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 |
