HoldingsChannel.com
Ropes Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MODERNA INC 4,130,926 -857,823 $80,801
     MRNA4,130,926-857,823$80,801
MICROSOFT CORP 132,254 -17,371 $20,856
     MSFT132,254-17,371$20,856
APPLE INC 55,667 -14,058 $16,347
     AAPL55,667-14,058$16,347
JPMORGAN CHASE & CO 77,697 -18,477 $10,831
     JPM77,697-18,477$10,831
EXXON MOBIL CORP 131,839 -27,987 $9,200
     XOM131,839-27,987$9,200
JOHNSON & JOHNSON 56,485 -19,617 $8,239
     JNJ56,485-19,617$8,239
PROCTER & GAMBLE CO 63,650 -642 $7,950
     PG63,650-642$7,950
PFIZER INC 190,882 -11,379 $7,479
     PFE190,882-11,379$7,479
AMAZON COM INC 4,047 -300 $7,478
     AMZN4,047-300$7,478
ISHARES TR (EFA) 105,250 -15,334 $7,309
     EFA105,250-15,334$7,309
RAYTHEON CO 32,420 -250 $7,124
     RTN32,420-250$7,124
NEXTERA ENERGY INC 28,754 -617 $6,963
     NEE28,754-617$6,963
BERKSHIRE HATHAWAY INC DEL      $6,250
     BRK.B17,098-3,541$3,873
     BRK.A7UNCH$2,377
CANADIAN NATL RY CO 65,273 -2,169 $5,904
     CNI65,273-2,169$5,904
ISHARES INC (EEMV) 97,206 UNCH $5,702
     EEMV97,206UNCH$5,702
AUTOMATIC DATA PROCESSING IN 32,680 -60 $5,572
     ADP32,680-60$5,572
INTEL CORP 92,288 -8,244 $5,523
     INTC92,288-8,244$5,523
PEPSICO INC 39,763 +750 $5,434
     PEP39,763+750$5,434
HOME DEPOT INC 24,835 -6,690 $5,423
     HD24,835-6,690$5,423
INTERNATIONAL BUSINESS MACHS 39,345 -5,301 $5,274
     IBM39,345-5,301$5,274
ISHARES TR (IVV) 15,693 +1,423 $5,073
     IVV15,693+1,423$5,073
DISNEY WALT CO 33,629 -9,415 $4,864
     DIS33,629-9,415$4,864
ALIBABA GROUP HLDG LTD 22,747 +21,512 $4,825
     BABA22,747+21,512$4,825
MCDONALDS CORP 24,097 -865 $4,762
     MCD24,097-865$4,762
BRISTOL MYERS SQUIBB CO      $4,359
     BMY67,758+1,289$4,349
     RIGHT 99 99 99993,465+3,465$10
CISCO SYS INC 85,459 -24,483 $4,099
     CSCO85,459-24,483$4,099
3M CO 22,636 -5,355 $3,993
     MMM22,636-5,355$3,993
CHEVRON CORP NEW 33,049 -8,692 $3,983
     CVX33,049-8,692$3,983
VANGUARD INDEX FDS (VTI) 22,618 +12,486 $3,701
     VTI22,618+12,486$3,701
ABBVIE INC 41,504 -5,265 $3,675
     ABBV41,504-5,265$3,675
MERCK & CO INC 40,271 -1,242 $3,663
     MRK40,271-1,242$3,663
ABBOTT LABS 41,450 -3,235 $3,600
     ABT41,450-3,235$3,600
ISHARES TR (IWR) 58,353 -2,430 $3,479
     IWR58,353-2,430$3,479
ALPHABET INC 2,552 -430 $3,418
     GOOGL2,552-430$3,418
AIR PRODS & CHEMS INC 14,408 -2,965 $3,386
     APD14,408-2,965$3,386
ROPER TECHNOLOGIES INC 8,352 -252 $2,959
     ROP8,352-252$2,959
FACEBOOK INC 13,986 +315 $2,871
     FB13,986+315$2,871
BOEING CO 8,597 +270 $2,800
     BA8,597+270$2,800
GENERAL ELECTRIC CO 245,890 -11,388 $2,744
     GE245,890-11,388$2,744
COCA COLA CO 48,143 -442 $2,665
     KO48,143-442$2,665
KIMBERLY CLARK CORP 18,981 -192 $2,611
     KMB18,981-192$2,611
ORACLE CORP 47,509 -105 $2,517
     ORCL47,509-105$2,517
GENERAL MLS INC 46,070 -1,740 $2,468
     GIS46,070-1,740$2,468
ILLINOIS TOOL WKS INC 13,275 UNCH $2,385
     ITW13,275UNCH$2,385
ALPHABET INC 1,768 -681 $2,364
     GOOG1,768-681$2,364
AT&T INC 58,852 -4,078 $2,300
     T58,852-4,078$2,300
NORTHERN TR CORP 21,060 UNCH $2,237
     NTRS21,060UNCH$2,237
VANGUARD INTL EQUITY INDEX F (VWO) 49,861 +28,571 $2,217
     VWO49,861+28,571$2,217
UNION PACIFIC CORP 11,833 -1,670 $2,139
     UNP11,833-1,670$2,139
IDEXX LABS INC 8,142 +730 $2,126
     IDXX8,142+730$2,126

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 12/31/2019: $464,127
At 09/30/2019: $471,274

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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