HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MODERNA INC |
2,754,818 | -1,376,108 | $82,507 |
| MRNA | 2,754,818 | -1,376,108 | $82,507 |
| MICROSOFT CORP |
131,552 | -702 | $20,747 |
| MSFT | 131,552 | -702 | $20,747 |
| APPLE INC |
54,111 | -1,556 | $13,760 |
| AAPL | 54,111 | -1,556 | $13,760 |
| ISHARES TR (IVV) |
42,383 | +26,690 | $10,952 |
| IVV | 42,383 | +26,690 | $10,952 |
| AMAZON COM INC |
4,046 | -1 | $7,889 |
| AMZN | 4,046 | -1 | $7,889 |
| PROCTER & GAMBLE CO |
71,277 | +7,627 | $7,840 |
| PG | 71,277 | +7,627 | $7,840 |
| JOHNSON & JOHNSON |
56,634 | +149 | $7,426 |
| JNJ | 56,634 | +149 | $7,426 |
| NEXTERA ENERGY INC |
28,125 | -629 | $6,767 |
| NEE | 28,125 | -629 | $6,767 |
| JPMORGAN CHASE & CO |
72,068 | -5,629 | $6,488 |
| JPM | 72,068 | -5,629 | $6,488 |
| PFIZER INC |
191,815 | +933 | $6,261 |
| PFE | 191,815 | +933 | $6,261 |
| VANGUARD INDEX FDS (VTI) |
44,048 | +21,430 | $5,678 |
| VTI | 44,048 | +21,430 | $5,678 |
| CANADIAN NATL RY CO |
65,638 | +365 | $5,095 |
| CNI | 65,638 | +365 | $5,095 |
| INTEL CORP |
93,712 | +1,424 | $5,072 |
| INTC | 93,712 | +1,424 | $5,072 |
 BERKSHIRE HATHAWAY INC DEL |
$5,059 | ||
| BRK.B | 17,254 | +156 | $3,155 |
| BRK.A | 7 | UNCH | $1,904 |
| HOME DEPOT INC |
25,615 | +780 | $4,783 |
| HD | 25,615 | +780 | $4,783 |
| PEPSICO INC |
38,639 | -1,124 | $4,641 |
| PEP | 38,639 | -1,124 | $4,641 |
| EXXON MOBIL CORP |
121,273 | -10,566 | $4,605 |
| XOM | 121,273 | -10,566 | $4,605 |
| INTERNATIONAL BUSINESS MACHS |
41,026 | +1,681 | $4,551 |
| IBM | 41,026 | +1,681 | $4,551 |
| AUTOMATIC DATA PROCESSING IN |
33,090 | +410 | $4,523 |
| ADP | 33,090 | +410 | $4,523 |
| ALIBABA GROUP HLDG LTD |
22,788 | +41 | $4,432 |
| BABA | 22,788 | +41 | $4,432 |
| ISHARES TR (EFA) |
79,776 | -25,474 | $4,265 |
| EFA | 79,776 | -25,474 | $4,265 |
| RAYTHEON CO |
31,920 | -500 | $4,186 |
| RTN | 31,920 | -500 | $4,186 |
| MCDONALDS CORP |
24,445 | +348 | $4,042 |
| MCD | 24,445 | +348 | $4,042 |
| BRISTOL MYERS SQUIBB CO |
$3,650 | ||
| BMY | 65,244 | -2,514 | $3,637 |
| RIGHT 99 99 9999 | 3,465 | UNCH | $13 |
| 3M CO |
25,366 | +2,730 | $3,463 |
| MMM | 25,366 | +2,730 | $3,463 |
| ABBOTT LABS |
42,316 | +866 | $3,339 |
| ABT | 42,316 | +866 | $3,339 |
| MERCK & CO. INC |
42,508 | +2,237 | $3,271 |
| MRK | 42,508 | +2,237 | $3,271 |
| CISCO SYS INC |
83,076 | -2,383 | $3,266 |
| CSCO | 83,076 | -2,383 | $3,266 |
| ABBVIE INC |
42,478 | +974 | $3,236 |
| ABBV | 42,478 | +974 | $3,236 |
| VANGUARD BD INDEX FDS (BND) |
37,721 | +25,694 | $3,220 |
| BND | 37,721 | +25,694 | $3,220 |
| DISNEY WALT CO |
32,922 | -707 | $3,180 |
| DIS | 32,922 | -707 | $3,180 |
| ALPHABET INC |
2,506 | -46 | $2,912 |
| GOOGL | 2,506 | -46 | $2,912 |
| AIR PRODS & CHEMS INC |
14,173 | -235 | $2,829 |
| APD | 14,173 | -235 | $2,829 |
| KIMBERLY CLARK CORP |
20,407 | +1,426 | $2,609 |
| KMB | 20,407 | +1,426 | $2,609 |
| ROPER TECHNOLOGIES INC |
8,290 | -62 | $2,585 |
| ROP | 8,290 | -62 | $2,585 |
| VANGUARD INDEX FDS (VOO) |
10,778 | +6,071 | $2,552 |
| VOO | 10,778 | +6,071 | $2,552 |
| VANGUARD STAR FDS (VXUS) |
60,771 | +40,088 | $2,550 |
| VXUS | 60,771 | +40,088 | $2,550 |
| GENERAL MLS INC |
44,828 | -1,242 | $2,366 |
| GIS | 44,828 | -1,242 | $2,366 |
| FACEBOOK INC |
13,949 | -37 | $2,327 |
| FB | 13,949 | -37 | $2,327 |
| ISHARES TR (IWR) |
53,194 | -5,159 | $2,296 |
| IWR | 53,194 | -5,159 | $2,296 |
| ORACLE CORP |
46,682 | -827 | $2,256 |
| ORCL | 46,682 | -827 | $2,256 |
| CHEVRON CORP NEW |
30,707 | -2,342 | $2,225 |
| CVX | 30,707 | -2,342 | $2,225 |
| COCA COLA CO |
50,187 | +2,044 | $2,221 |
| KO | 50,187 | +2,044 | $2,221 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
63,244 | +13,383 | $2,122 |
| VWO | 63,244 | +13,383 | $2,122 |
| GENERAL ELECTRIC CO |
249,441 | +3,551 | $1,981 |
| GE | 249,441 | +3,551 | $1,981 |
| IDEXX LABS INC |
8,142 | UNCH | $1,972 |
| IDXX | 8,142 | UNCH | $1,972 |
| WALMART INC |
16,801 | -851 | $1,909 |
| WMT | 16,801 | -851 | $1,909 |
| ILLINOIS TOOL WKS INC |
13,275 | UNCH | $1,887 |
| ITW | 13,275 | UNCH | $1,887 |
| ALPHABET INC |
1,618 | -150 | $1,882 |
| GOOG | 1,618 | -150 | $1,882 |
| AT&T INC |
62,382 | +3,530 | $1,818 |
| T | 62,382 | +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 |
