HoldingsChannel.com
Ropes Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MODERNA INC 5,812,849 +5,812,244 $85,100
     MRNA5,812,849+5,812,244$85,100
MICROSOFT CORP 153,924 +6,143 $20,620
     MSFT153,924+6,143$20,620
APPLE INC 69,236 -173 $13,703
     AAPL69,236-173$13,703
EXXON MOBIL CORP 171,609 +2,574 $13,150
     XOM171,609+2,574$13,150
JPMORGAN CHASE & CO 97,499 -1,505 $10,900
     JPM97,499-1,505$10,900
JOHNSON & JOHNSON 75,126 -2,656 $10,464
     JNJ75,126-2,656$10,464
PFIZER INC 200,974 -10,794 $8,706
     PFE200,974-10,794$8,706
AMAZON COM INC 4,436 +320 $8,400
     AMZN4,436+320$8,400
ISHARES TR (EFA) 122,687 -3,151 $8,064
     EFA122,687-3,151$8,064
PROCTER AND GAMBLE CO 63,450 +367 $6,957
     PG63,450+367$6,957
BERKSHIRE HATHAWAY INC DEL      $6,669
     BRK.B20,835+75$4,441
     BRK.A7UNCH$2,228
HOME DEPOT INC 31,315 +2,580 $6,513
     HD31,315+2,580$6,513
CANADIAN NATL RY CO 67,796 -809 $6,270
     CNI67,796-809$6,270
CISCO SYS INC 111,727 -265 $6,115
     CSCO111,727-265$6,115
NEXTERA ENERGY INC 28,583 +562 $5,856
     NEE28,583+562$5,856
RAYTHEON CO 33,321 -1,250 $5,794
     RTN33,321-1,250$5,794
ISHARES INC (EEMV) 97,206 UNCH $5,722
     EEMV97,206UNCH$5,722
DISNEY WALT CO 39,314 +4,375 $5,490
     DIS39,314+4,375$5,490
AUTOMATIC DATA PROCESSING IN 32,592 -232 $5,388
     ADP32,592-232$5,388
INTERNATIONAL BUSINESS MACHS 38,638 -5,934 $5,328
     IBM38,638-5,934$5,328
CHEVRON CORP NEW 41,450 +1,447 $5,158
     CVX41,450+1,447$5,158
PEPSICO INC 38,795 +275 $5,087
     PEP38,795+275$5,087
3M CO 27,852 -1,210 $4,828
     MMM27,852-1,210$4,828
INTEL CORP 99,432 +3,410 $4,760
     INTC99,432+3,410$4,760
MCDONALDS CORP 22,715 -480 $4,717
     MCD22,715-480$4,717
ISHARES TR (IVV) 15,854 -136 $4,673
     IVV15,854-136$4,673
ABBOTT LABS 47,815 +9,230 $4,021
     ABT47,815+9,230$4,021
AIR PRODS & CHEMS INC 17,227 -1,354 $3,900
     APD17,227-1,354$3,900
VISA INC 20,100 +301 $3,488
     V20,100+301$3,488
ISHARES TR (IWR) 62,180 -1,027 $3,474
     IWR62,180-1,027$3,474
ALPHABET INC 3,168 +331 $3,430
     GOOGL3,168+331$3,430
MERCK & CO INC 40,337 -1,781 $3,382
     MRK40,337-1,781$3,382
ROPER TECHNOLOGIES INC 8,632 -47 $3,162
     ROP8,632-47$3,162
BRISTOL MYERS SQUIBB CO 68,581 -362 $3,110
     BMY68,581-362$3,110
ABBVIE INC 42,203 -765 $3,069
     ABBV42,203-765$3,069
BOEING CO 8,250 -67 $3,003
     BA8,250-67$3,003
ALPHABET INC 2,721 +239 $2,941
     GOOG2,721+239$2,941
GENERAL ELECTRIC CO 278,099 -22,097 $2,920
     GE278,099-22,097$2,920
CHUBB LIMITED 18,302 -232 $2,696
     CB18,302-232$2,696
MASTERCARD INC 10,165 +5,709 $2,689
     MA10,165+5,709$2,689
ORACLE CORP 46,512 +30 $2,650
     ORCL46,512+30$2,650
FACEBOOK INC 13,676 +213 $2,639
     FB13,676+213$2,639
KIMBERLY CLARK CORP 19,232 -400 $2,563
     KMB19,232-400$2,563
GENERAL MLS INC 47,910 -1,483 $2,516
     GIS47,910-1,483$2,516
COCA COLA CO 48,948 -927 $2,492
     KO48,948-927$2,492
NORFOLK SOUTHERN CORP 12,001 -134 $2,392
     NSC12,001-134$2,392
UNION PACIFIC CORP 13,456 -38 $2,276
     UNP13,456-38$2,276
UNITED TECHNOLOGIES CORP 17,008 -140 $2,214
     UTX17,008-140$2,214
AT&T INC 64,126 -6,873 $2,149
     T64,126-6,873$2,149
WALMART INC 18,353 -1,229 $2,028
     WMT18,353-1,229$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

Ropes Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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