HoldingsChannel.com
Ropes Wealth Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP 147,781 -1,860 $17,429
     MSFT147,781-1,860$17,429
EXXON MOBIL CORP 169,035 -1,163 $13,658
     XOM169,035-1,163$13,658
APPLE INC 69,409 +1,250 $13,184
     AAPL69,409+1,250$13,184
JOHNSON & JOHNSON 77,782 -96 $10,873
     JNJ77,782-96$10,873
JPMORGAN CHASE & CO 99,004 +650 $10,022
     JPM99,004+650$10,022
PFIZER INC 211,768 -2,109 $8,994
     PFE211,768-2,109$8,994
ISHARES TR (EFA) 125,838 -86,014 $8,162
     EFA125,838-86,014$8,162
AMAZON COM INC 4,116 +193 $7,330
     AMZN4,116+193$7,330
PROCTER AND GAMBLE CO 63,083 -3,615 $6,564
     PG63,083-3,615$6,564
RAYTHEON CO 34,571 -400 $6,295
     RTN34,571-400$6,295
INTERNATIONAL BUSINESS MACHS 44,572 -2,424 $6,289
     IBM44,572-2,424$6,289
BERKSHIRE HATHAWAY INC DEL      $6,279
     BRK.B20,760-538$4,170
     BRK.A7UNCH$2,109
CANADIAN NATL RY CO 68,605 -3,358 $6,139
     CNI68,605-3,358$6,139
CISCO SYS INC 111,992 +165 $6,046
     CSCO111,992+165$6,046
3M CO 29,062 +265 $6,039
     MMM29,062+265$6,039
ISHARES INC (EEMV) 97,206 UNCH $5,761
     EEMV97,206UNCH$5,761
HOME DEPOT INC 28,735 +1,125 $5,514
     HD28,735+1,125$5,514
NEXTERA ENERGY INC 28,021 -1,266 $5,417
     NEE28,021-1,266$5,417
AUTOMATIC DATA PROCESSING IN 32,824 -244 $5,243
     ADP32,824-244$5,243
INTEL CORP 96,022 +1,110 $5,156
     INTC96,022+1,110$5,156
CHEVRON CORP NEW 40,003 -50 $4,928
     CVX40,003-50$4,928
PEPSICO INC 38,520 -199 $4,721
     PEP38,520-199$4,721
ISHARES TR (IVV) 15,990 +630 $4,550
     IVV15,990+630$4,550
MCDONALDS CORP 23,195 -362 $4,405
     MCD23,195-362$4,405
DISNEY WALT CO 34,939 +2,457 $3,879
     DIS34,939+2,457$3,879
DOWDUPONT INC 68,769 -4,307 $3,666
     DWDP68,769-4,307$3,666
AIR PRODS & CHEMS INC 18,581 +1,080 $3,548
     APD18,581+1,080$3,548
MERCK & CO INC 42,118 +164 $3,503
     MRK42,118+164$3,503
ABBVIE INC 42,968 -2,480 $3,463
     ABBV42,968-2,480$3,463
ISHARES TR (IWR) 63,207 +861 $3,410
     IWR63,207+861$3,410
ALPHABET INC 2,837 +103 $3,339
     GOOGL2,837+103$3,339
BRISTOL MYERS SQUIBB CO 68,943 +1,085 $3,289
     BMY68,943+1,085$3,289
BOEING CO 8,317 +240 $3,172
     BA8,317+240$3,172
VISA INC 19,799 +208 $3,092
     V19,799+208$3,092
ABBOTT LABS 38,585 -2,558 $3,084
     ABT38,585-2,558$3,084
GENERAL ELECTRIC CO 300,196 +93,382 $2,999
     GE300,196+93,382$2,999
ROPER TECHNOLOGIES INC 8,679 -134 $2,968
     ROP8,679-134$2,968
ALPHABET INC 2,482 +44 $2,912
     GOOG2,482+44$2,912
CHUBB LIMITED 18,534 -101 $2,596
     CB18,534-101$2,596
GENERAL MLS INC 49,393 -3,686 $2,556
     GIS49,393-3,686$2,556
VANGUARD INDEX FDS (VOO) 9,689 -123 $2,515
     VOO9,689-123$2,515
ORACLE CORP 46,482 -2,369 $2,497
     ORCL46,482-2,369$2,497
KIMBERLY CLARK CORP 19,632 -266 $2,432
     KMB19,632-266$2,432
COCA COLA CO 49,875 +255 $2,337
     KO49,875+255$2,337
NORFOLK SOUTHERN CORP 12,135 -10 $2,268
     NSC12,135-10$2,268
UNION PACIFIC CORP 13,494 -129 $2,256
     UNP13,494-129$2,256
FACEBOOK INC 13,463 +428 $2,244
     FB13,463+428$2,244
AT&T INC 70,999 -43 $2,227
     T70,999-43$2,227
UNITED TECHNOLOGIES CORP 17,148 -75 $2,210
     UTX17,148-75$2,210
WALMART INC 19,582 -753 $1,910
     WMT19,582-753$1,910

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 03/31/2019: $377,999
At 12/31/2018: $347,286

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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