
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
113,449 | -4,298 | $29,137 |
MSFT | 113,449 | -4,298 | $29,137 |
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189,686 | +1,802 | $25,934 |
AAPL | 189,686 | +1,802 | $25,934 |
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51,574 | +588 | $19,554 |
IVV | 51,574 | +588 | $19,554 |
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87,072 | +26,448 | $16,424 |
VTI | 87,072 | +26,448 | $16,424 |
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57,293 | -395 | $10,170 |
JNJ | 57,293 | -395 | $10,170 |
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69,985 | +2,857 | $10,063 |
PG | 69,985 | +2,857 | $10,063 |
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93,150 | +87,737 | $9,893 |
AMZN | 93,150 | +87,737 | $9,893 |
![]() |
183,127 | +331 | $9,601 |
PFE | 183,127 | +331 | $9,601 |
![]() |
112,084 | +16,423 | $9,599 |
XOM | 112,084 | +16,423 | $9,599 |
![]() |
98,207 | UNCH | $9,075 |
IJR | 98,207 | UNCH | $9,075 |
![]() |
116,378 | +7,765 | $9,015 |
NEE | 116,378 | +7,765 | $9,015 |
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117,032 | UNCH | $8,679 |
NEP | 117,032 | UNCH | $8,679 |
![]() |
$8,189 | ||
BRK.B | 18,008 | -252 | $4,917 |
BRK.A | 8 | UNCH | $3,272 |
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3,237 | -827 | $7,054 |
GOOGL | 3,237 | -827 | $7,054 |
![]() |
58,718 | +216 | $6,612 |
JPM | 58,718 | +216 | $6,612 |
![]() |
63,407 | -160 | $6,094 |
RTX | 63,407 | -160 | $6,094 |
![]() |
21,832 | +213 | $5,988 |
HD | 21,832 | +213 | $5,988 |
![]() |
94,845 | -478 | $5,927 |
EFA | 94,845 | -478 | $5,927 |
![]() |
28,002 | -137 | $5,882 |
ADP | 28,002 | -137 | $5,882 |
![]() |
16,671 | +938 | $5,783 |
VOO | 16,671 | +938 | $5,783 |
![]() |
38,611 | -623 | $5,451 |
IBM | 38,611 | -623 | $5,451 |
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48,430 | -315 | $5,447 |
CNI | 48,430 | -315 | $5,447 |
![]() |
32,171 | +404 | $5,362 |
PEP | 32,171 | +404 | $5,362 |
![]() |
32,980 | -118 | $5,051 |
ABBV | 32,980 | -118 | $5,051 |
![]() |
89,096 | +9,600 | $4,598 |
VXUS | 89,096 | +9,600 | $4,598 |
![]() |
1,983 | -1 | $4,338 |
GOOG | 1,983 | -1 | $4,338 |
![]() |
24,397 | +100 | $4,110 |
GLD | 24,397 | +100 | $4,110 |
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52,936 | -920 | $4,076 |
BMY | 52,936 | -920 | $4,076 |
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10,161 | +27 | $3,833 |
SPY | 10,161 | +27 | $3,833 |
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14,132 | -440 | $3,489 |
MCD | 14,132 | -440 | $3,489 |
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37,589 | UNCH | $3,433 |
AKAM | 37,589 | UNCH | $3,433 |
![]() |
37,554 | +595 | $3,424 |
MRK | 37,554 | +595 | $3,424 |
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82,204 | +705 | $3,424 |
VWO | 82,204 | +705 | $3,424 |
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14,926 | -310 | $3,264 |
IWF | 14,926 | -310 | $3,264 |
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22,384 | -215 | $3,241 |
CVX | 22,384 | -215 | $3,241 |
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36,087 | +76 | $3,080 |
VT | 36,087 | +76 | $3,080 |
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28,081 | +361 | $3,051 |
ABT | 28,081 | +361 | $3,051 |
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22,992 | -165 | $2,975 |
MMM | 22,992 | -165 | $2,975 |
![]() |
41,993 | +4,048 | $2,934 |
ORCL | 41,993 | +4,048 | $2,934 |
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44,842 | UNCH | $2,899 |
IWR | 44,842 | UNCH | $2,899 |
![]() |
12,030 | -223 | $2,893 |
APD | 12,030 | -223 | $2,893 |
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67,287 | +2,347 | $2,869 |
CSCO | 67,287 | +2,347 | $2,869 |
![]() |
37,993 | -482 | $2,859 |
BND | 37,993 | -482 | $2,859 |
![]() |
45,152 | +816 | $2,840 |
KO | 45,152 | +816 | $2,840 |
![]() |
57,687 | -200 | $2,755 |
MMP | 57,687 | -200 | $2,755 |
![]() |
7,395 | -25 | $2,594 |
IDXX | 7,395 | -25 | $2,594 |
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18,700 | UNCH | $2,592 |
AXP | 18,700 | UNCH | $2,592 |
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37,602 | UNCH | $2,559 |
HHC | 37,602 | UNCH | $2,559 |
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6,985 | +8 | $2,557 |
ADBE | 6,985 | +8 | $2,557 |
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22,450 | UNCH | $2,552 |
BABA | 22,450 | UNCH | $2,552 |
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
![]() At 06/30/2022: $486,211 At 03/31/2022: $582,695 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 |