HoldingsChannel.com
Ropes Wealth Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
MODERNA INC 1,793,453 -961,365 $115,158
     MRNA1,793,453-961,365$115,158
MICROSOFT CORP 132,336 +784 $26,932
     MSFT132,336+784$26,932
APPLE INC 54,375 +264 $19,836
     AAPL54,375+264$19,836
ISHARES TR (IVV) 43,271 +888 $13,401
     IVV43,271+888$13,401
AMAZON COM INC 4,154 +108 $11,460
     AMZN4,154+108$11,460
PROCTER AND GAMBLE CO 75,685 +4,408 $9,050
     PG75,685+4,408$9,050
JOHNSON & JOHNSON 60,604 +3,970 $8,523
     JNJ60,604+3,970$8,523
VANGUARD INDEX FDS (VTI) 42,756 -1,292 $6,693
     VTI42,756-1,292$6,693
JPMORGAN CHASE & CO 69,146 -2,922 $6,504
     JPM69,146-2,922$6,504
NEXTERA ENERGY INC 27,047 -1,078 $6,496
     NEE27,047-1,078$6,496
HOME DEPOT INC 25,455 -160 $6,377
     HD25,455-160$6,377
PFIZER INC 191,205 -610 $6,252
     PFE191,205-610$6,252
CANADIAN NATL RY CO 64,008 -1,630 $5,669
     CNI64,008-1,630$5,669
INTEL CORP 91,729 -1,983 $5,488
     INTC91,729-1,983$5,488
RAYTHEON TECHNOLOGIES CORP 87,023 +87,023 $5,362
     RTX87,023+87,023$5,362
EXXON MOBIL CORP 116,865 -4,408 $5,226
     XOM116,865-4,408$5,226
BERKSHIRE HATHAWAY INC DEL      $5,021
     BRK.B17,647+393$3,150
     BRK.A7UNCH$1,871
PEPSICO INC 37,565 -1,074 $4,968
     PEP37,565-1,074$4,968
INTERNATIONAL BUSINESS MACHS 41,079 +53 $4,961
     IBM41,079+53$4,961
ALIBABA GROUP HLDG LTD 22,938 +150 $4,948
     BABA22,938+150$4,948
AUTOMATIC DATA PROCESSING IN 32,562 -528 $4,848
     ADP32,562-528$4,848
ISHARES TR (EFA) 78,543 -1,233 $4,781
     EFA78,543-1,233$4,781
MCDONALDS CORP 24,177 -268 $4,460
     MCD24,177-268$4,460
ABBVIE INC 44,265 +1,787 $4,346
     ABBV44,265+1,787$4,346
CISCO SYS INC 88,186 +5,110 $4,113
     CSCO88,186+5,110$4,113
3M CO 24,962 -404 $3,894
     MMM24,962-404$3,894
ABBOTT LABS 41,468 -848 $3,791
     ABT41,468-848$3,791
BRISTOL MYERS SQUIBB CO      $3,735
     BMY63,258-1,986$3,720
     RIGHT 99 99 99994,153+688$15
ALPHABET INC 2,578 +72 $3,656
     GOOGL2,578+72$3,656
AIR PRODS & CHEMS INC 14,398 +225 $3,477
     APD14,398+225$3,477
FACEBOOK INC 14,879 +930 $3,379
     FB14,879+930$3,379
MERCK & CO. INC 43,671 +1,163 $3,377
     MRK43,671+1,163$3,377
VANGUARD BD INDEX FDS (BND) 37,862 +141 $3,345
     BND37,862+141$3,345
ROPER TECHNOLOGIES INC 8,220 -70 $3,191
     ROP8,220-70$3,191
VANGUARD INDEX FDS (VOO) 10,747 -31 $3,046
     VOO10,747-31$3,046
VANGUARD STAR FDS (VXUS) 60,771 UNCH $2,988
     VXUS60,771UNCH$2,988
CHEVRON CORP NEW 30,385 -322 $2,711
     CVX30,385-322$2,711
ORACLE CORP 46,485 -197 $2,569
     ORCL46,485-197$2,569
VANGUARD INTL EQUITY INDEX F (VWO) 64,842 +1,598 $2,568
     VWO64,842+1,598$2,568
GENERAL MLS INC 41,640 -3,188 $2,567
     GIS41,640-3,188$2,567
IDEXX LABS INC 7,737 -405 $2,554
     IDXX7,737-405$2,554
ISHARES TR (IWR) 47,406 -5,788 $2,541
     IWR47,406-5,788$2,541
ALPHABET INC 1,707 +89 $2,413
     GOOG1,707+89$2,413
KIMBERLY CLARK CORP 16,874 -3,533 $2,385
     KMB16,874-3,533$2,385
ILLINOIS TOOL WKS INC 13,505 +230 $2,361
     ITW13,505+230$2,361
COCA COLA CO 50,622 +435 $2,262
     KO50,622+435$2,262
DISNEY WALT CO 20,035 -12,887 $2,234
     DIS20,035-12,887$2,234
ISHARES TR (IWF) 11,329 +6,364 $2,175
     IWF11,329+6,364$2,175
AT&T INC 67,489 +5,107 $2,040
     T67,489+5,107$2,040
COMCAST CORP NEW 50,418 +1,706 $1,965
     CMCSA50,418+1,706$1,965

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 06/30/2020: $490,042
At 03/31/2020: $395,278

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.