HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
147,781 | -1,860 | $17,429 |
| MSFT | 147,781 | -1,860 | $17,429 |
| EXXON MOBIL CORP |
169,035 | -1,163 | $13,658 |
| XOM | 169,035 | -1,163 | $13,658 |
| APPLE INC |
69,409 | +1,250 | $13,184 |
| AAPL | 69,409 | +1,250 | $13,184 |
| JOHNSON & JOHNSON |
77,782 | -96 | $10,873 |
| JNJ | 77,782 | -96 | $10,873 |
| JPMORGAN CHASE & CO |
99,004 | +650 | $10,022 |
| JPM | 99,004 | +650 | $10,022 |
| PFIZER INC |
211,768 | -2,109 | $8,994 |
| PFE | 211,768 | -2,109 | $8,994 |
| ISHARES TR (EFA) |
125,838 | -86,014 | $8,162 |
| EFA | 125,838 | -86,014 | $8,162 |
| AMAZON COM INC |
4,116 | +193 | $7,330 |
| AMZN | 4,116 | +193 | $7,330 |
| PROCTER AND GAMBLE CO |
63,083 | -3,615 | $6,564 |
| PG | 63,083 | -3,615 | $6,564 |
| RAYTHEON CO |
34,571 | -400 | $6,295 |
| RTN | 34,571 | -400 | $6,295 |
| INTERNATIONAL BUSINESS MACHS |
44,572 | -2,424 | $6,289 |
| IBM | 44,572 | -2,424 | $6,289 |
 BERKSHIRE HATHAWAY INC DEL |
$6,279 | ||
| BRK.B | 20,760 | -538 | $4,170 |
| BRK.A | 7 | UNCH | $2,109 |
| CANADIAN NATL RY CO |
68,605 | -3,358 | $6,139 |
| CNI | 68,605 | -3,358 | $6,139 |
| CISCO SYS INC |
111,992 | +165 | $6,046 |
| CSCO | 111,992 | +165 | $6,046 |
| 3M CO |
29,062 | +265 | $6,039 |
| MMM | 29,062 | +265 | $6,039 |
| ISHARES INC (EEMV) |
97,206 | UNCH | $5,761 |
| EEMV | 97,206 | UNCH | $5,761 |
| HOME DEPOT INC |
28,735 | +1,125 | $5,514 |
| HD | 28,735 | +1,125 | $5,514 |
| NEXTERA ENERGY INC |
28,021 | -1,266 | $5,417 |
| NEE | 28,021 | -1,266 | $5,417 |
| AUTOMATIC DATA PROCESSING IN |
32,824 | -244 | $5,243 |
| ADP | 32,824 | -244 | $5,243 |
| INTEL CORP |
96,022 | +1,110 | $5,156 |
| INTC | 96,022 | +1,110 | $5,156 |
| CHEVRON CORP NEW |
40,003 | -50 | $4,928 |
| CVX | 40,003 | -50 | $4,928 |
| PEPSICO INC |
38,520 | -199 | $4,721 |
| PEP | 38,520 | -199 | $4,721 |
| ISHARES TR (IVV) |
15,990 | +630 | $4,550 |
| IVV | 15,990 | +630 | $4,550 |
| MCDONALDS CORP |
23,195 | -362 | $4,405 |
| MCD | 23,195 | -362 | $4,405 |
| DISNEY WALT CO |
34,939 | +2,457 | $3,879 |
| DIS | 34,939 | +2,457 | $3,879 |
| DOWDUPONT INC |
68,769 | -4,307 | $3,666 |
| DWDP | 68,769 | -4,307 | $3,666 |
| AIR PRODS & CHEMS INC |
18,581 | +1,080 | $3,548 |
| APD | 18,581 | +1,080 | $3,548 |
| MERCK & CO INC |
42,118 | +164 | $3,503 |
| MRK | 42,118 | +164 | $3,503 |
| ABBVIE INC |
42,968 | -2,480 | $3,463 |
| ABBV | 42,968 | -2,480 | $3,463 |
| ISHARES TR (IWR) |
63,207 | +861 | $3,410 |
| IWR | 63,207 | +861 | $3,410 |
| ALPHABET INC |
2,837 | +103 | $3,339 |
| GOOGL | 2,837 | +103 | $3,339 |
| BRISTOL MYERS SQUIBB CO |
68,943 | +1,085 | $3,289 |
| BMY | 68,943 | +1,085 | $3,289 |
| BOEING CO |
8,317 | +240 | $3,172 |
| BA | 8,317 | +240 | $3,172 |
| VISA INC |
19,799 | +208 | $3,092 |
| V | 19,799 | +208 | $3,092 |
| ABBOTT LABS |
38,585 | -2,558 | $3,084 |
| ABT | 38,585 | -2,558 | $3,084 |
| GENERAL ELECTRIC CO |
300,196 | +93,382 | $2,999 |
| GE | 300,196 | +93,382 | $2,999 |
| ROPER TECHNOLOGIES INC |
8,679 | -134 | $2,968 |
| ROP | 8,679 | -134 | $2,968 |
| ALPHABET INC |
2,482 | +44 | $2,912 |
| GOOG | 2,482 | +44 | $2,912 |
| CHUBB LIMITED |
18,534 | -101 | $2,596 |
| CB | 18,534 | -101 | $2,596 |
| GENERAL MLS INC |
49,393 | -3,686 | $2,556 |
| GIS | 49,393 | -3,686 | $2,556 |
| VANGUARD INDEX FDS (VOO) |
9,689 | -123 | $2,515 |
| VOO | 9,689 | -123 | $2,515 |
| ORACLE CORP |
46,482 | -2,369 | $2,497 |
| ORCL | 46,482 | -2,369 | $2,497 |
| KIMBERLY CLARK CORP |
19,632 | -266 | $2,432 |
| KMB | 19,632 | -266 | $2,432 |
| COCA COLA CO |
49,875 | +255 | $2,337 |
| KO | 49,875 | +255 | $2,337 |
| NORFOLK SOUTHERN CORP |
12,135 | -10 | $2,268 |
| NSC | 12,135 | -10 | $2,268 |
| UNION PACIFIC CORP |
13,494 | -129 | $2,256 |
| UNP | 13,494 | -129 | $2,256 |
| FACEBOOK INC |
13,463 | +428 | $2,244 |
| FB | 13,463 | +428 | $2,244 |
| AT&T INC |
70,999 | -43 | $2,227 |
| T | 70,999 | -43 | $2,227 |
| UNITED TECHNOLOGIES CORP |
17,148 | -75 | $2,210 |
| UTX | 17,148 | -75 | $2,210 |
| WALMART INC |
19,582 | -753 | $1,910 |
| WMT | 19,582 | -753 | $1,910 |
See Full List: All Stocks Held By Ropes Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ropes Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2019: $377,999 At 12/31/2018: $347,286 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 |
