HoldingsChannel.com
Ropes Wealth Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MODERNA INC 2,754,818 -1,376,108 $82,507
     MRNA2,754,818-1,376,108$82,507
MICROSOFT CORP 131,552 -702 $20,747
     MSFT131,552-702$20,747
APPLE INC 54,111 -1,556 $13,760
     AAPL54,111-1,556$13,760
ISHARES TR (IVV) 42,383 +26,690 $10,952
     IVV42,383+26,690$10,952
AMAZON COM INC 4,046 -1 $7,889
     AMZN4,046-1$7,889
PROCTER & GAMBLE CO 71,277 +7,627 $7,840
     PG71,277+7,627$7,840
JOHNSON & JOHNSON 56,634 +149 $7,426
     JNJ56,634+149$7,426
NEXTERA ENERGY INC 28,125 -629 $6,767
     NEE28,125-629$6,767
JPMORGAN CHASE & CO 72,068 -5,629 $6,488
     JPM72,068-5,629$6,488
PFIZER INC 191,815 +933 $6,261
     PFE191,815+933$6,261
VANGUARD INDEX FDS (VTI) 44,048 +21,430 $5,678
     VTI44,048+21,430$5,678
CANADIAN NATL RY CO 65,638 +365 $5,095
     CNI65,638+365$5,095
INTEL CORP 93,712 +1,424 $5,072
     INTC93,712+1,424$5,072
BERKSHIRE HATHAWAY INC DEL      $5,059
     BRK.B17,254+156$3,155
     BRK.A7UNCH$1,904
HOME DEPOT INC 25,615 +780 $4,783
     HD25,615+780$4,783
PEPSICO INC 38,639 -1,124 $4,641
     PEP38,639-1,124$4,641
EXXON MOBIL CORP 121,273 -10,566 $4,605
     XOM121,273-10,566$4,605
INTERNATIONAL BUSINESS MACHS 41,026 +1,681 $4,551
     IBM41,026+1,681$4,551
AUTOMATIC DATA PROCESSING IN 33,090 +410 $4,523
     ADP33,090+410$4,523
ALIBABA GROUP HLDG LTD 22,788 +41 $4,432
     BABA22,788+41$4,432
ISHARES TR (EFA) 79,776 -25,474 $4,265
     EFA79,776-25,474$4,265
RAYTHEON CO 31,920 -500 $4,186
     RTN31,920-500$4,186
MCDONALDS CORP 24,445 +348 $4,042
     MCD24,445+348$4,042
BRISTOL MYERS SQUIBB CO      $3,650
     BMY65,244-2,514$3,637
     RIGHT 99 99 99993,465UNCH$13
3M CO 25,366 +2,730 $3,463
     MMM25,366+2,730$3,463
ABBOTT LABS 42,316 +866 $3,339
     ABT42,316+866$3,339
MERCK & CO. INC 42,508 +2,237 $3,271
     MRK42,508+2,237$3,271
CISCO SYS INC 83,076 -2,383 $3,266
     CSCO83,076-2,383$3,266
ABBVIE INC 42,478 +974 $3,236
     ABBV42,478+974$3,236
VANGUARD BD INDEX FDS (BND) 37,721 +25,694 $3,220
     BND37,721+25,694$3,220
DISNEY WALT CO 32,922 -707 $3,180
     DIS32,922-707$3,180
ALPHABET INC 2,506 -46 $2,912
     GOOGL2,506-46$2,912
AIR PRODS & CHEMS INC 14,173 -235 $2,829
     APD14,173-235$2,829
KIMBERLY CLARK CORP 20,407 +1,426 $2,609
     KMB20,407+1,426$2,609
ROPER TECHNOLOGIES INC 8,290 -62 $2,585
     ROP8,290-62$2,585
VANGUARD INDEX FDS (VOO) 10,778 +6,071 $2,552
     VOO10,778+6,071$2,552
VANGUARD STAR FDS (VXUS) 60,771 +40,088 $2,550
     VXUS60,771+40,088$2,550
GENERAL MLS INC 44,828 -1,242 $2,366
     GIS44,828-1,242$2,366
FACEBOOK INC 13,949 -37 $2,327
     FB13,949-37$2,327
ISHARES TR (IWR) 53,194 -5,159 $2,296
     IWR53,194-5,159$2,296
ORACLE CORP 46,682 -827 $2,256
     ORCL46,682-827$2,256
CHEVRON CORP NEW 30,707 -2,342 $2,225
     CVX30,707-2,342$2,225
COCA COLA CO 50,187 +2,044 $2,221
     KO50,187+2,044$2,221
VANGUARD INTL EQUITY INDEX F (VWO) 63,244 +13,383 $2,122
     VWO63,244+13,383$2,122
GENERAL ELECTRIC CO 249,441 +3,551 $1,981
     GE249,441+3,551$1,981
IDEXX LABS INC 8,142 UNCH $1,972
     IDXX8,142UNCH$1,972
WALMART INC 16,801 -851 $1,909
     WMT16,801-851$1,909
ILLINOIS TOOL WKS INC 13,275 UNCH $1,887
     ITW13,275UNCH$1,887
ALPHABET INC 1,618 -150 $1,882
     GOOG1,618-150$1,882
AT&T INC 62,382 +3,530 $1,818
     T62,382+3,530$1,818

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 03/31/2020: $395,278
At 12/31/2019: $464,127

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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