RW

Ropes Wealth Advisors LLC

13F
Ropes Wealth Advisors LLC
Last update 2023-11-10 254 Stocks (10 new)
Value $515.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(6.50%)MSFT(6.35%)IVV(4.27%)VTI(4.27%)XOM(2.48%)
Summary Stock Picks Current Portfolio
Ropes Wealth Advisors LLC Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
195,650
33,497.2
-4.92%
6.500
-0.33%
0.000
-15.52%
-19.86%
2,990,301.7
Hardware
MSFT 		Microsoft Corp
103,673
32,734.8
-10.52%
6.350
-0.69%
0.000
+17.58%
+9.72%
3,424,098.6
Software
IVV 		iShares Core S&P 500 ETF
51,280
22,021.0
-3.95%
4.270
-0.16%
0.010
+1.36%
+1.21%
584,351.9
 
VTI 		Vanguard Total Stock Market ETF
103,545
21,993.9
+5.43%
4.270
+0.22%
0.010
+1.18%
+0.73%
451,368.9
 
XOM 		Exxon Mobil Corp
108,782
12,790.6
-14.04%
2.480
-0.32%
0.000
-5.15%
-2.01%
446,133.8
Oil & Gas
AMZN 		Amazon.com Inc
87,196
11,084.4
-7.08%
2.150
-0.14%
0.000
-1.30%
-6.09%
2,187,180.9
Retail - Cyclical
PG 		Procter & Gamble Co
67,105
9,788.0
-7.40%
1.900
-0.13%
0.000
-1.84%
+1.30%
393,320.4
Consumer Packaged Goods
JPM 		JPMorgan Chase & Co
67,450
9,781.6
-3.89%
1.900
-0.07%
0.000
+3.04%
+11.93%
737,266.0
Banks
JNJ 		Johnson & Johnson
61,171
9,527.4
-13.08%
1.850
-0.25%
0.000
-5.60%
+7.73%
368,730.7
Drug Manufacturers
VUG 		Vanguard Growth ETF
33,532
9,131.0
-24.90%
1.770
-0.52%
0.010
+4.01%
+1.01%
148,236.5
 

Ropes Wealth Advisors LLC's Historical Top Holdings Breakdowns

Ropes Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DKNG 		DraftKings Inc2023-09-30Sold Out
-0.91%
●
25.23 ($29.54) 32.38
$35.55
20.35%
Sold Out
0
-207,276
XIFR 		NextEra Energy Partners LP2023-09-30Sold Out
-0.73%
●
29.7 ($50.66) 59.33
$8.61
-83.00%
Sold Out
0
-75,453
MSFT 		Microsoft Corp2023-09-30Reduce
-0.69%
●
312.14 ($330.44) 359.49
$460.69
39.42%
Reduce -10.52%
103,673
-12,192
VUG 		Vanguard Growth ETF2023-09-30Reduce
-0.52%
●
269.56 ($283.37) 293.5
$414.05
46.12%
Reduce -24.9%
33,532
-11,120
NEE 		NextEra Energy Inc2023-09-30Reduce
-0.50%
●
57.08 ($69.23) 75.9
$68.04
-1.72%
Reduce -30.67%
92,376
-40,856
VWO 		Vanguard FTSE Emerging Markets ETF2023-09-30Reduce
-0.39%
●
39.04 ($40.82) 43.07
$47.63
16.68%
Reduce -35.33%
104,090
-56,854
WMB 		Williams Companies Inc2023-09-30Reduce
-0.39%
●
32.37 ($34.13) 35.38
$60.10
76.09%
Reduce -84.46%
13,266
-72,094
SCHC 		Schwab International Small-Cap Equity ETF2023-09-30Sold Out
-0.34%
●
32 ($33.88) 35.51
$40.28
18.89%
Sold Out
0
-59,857
AXP 		American Express Co2023-09-30Reduce
-0.33%
●
149.19 ($163.57) 178.04
$293.76
79.59%
Reduce -51.56%
10,645
-11,331
AAPL 		Apple Inc2023-09-30Reduce
-0.33%
●
170.43 ($183.38) 196.45
$200.21
9.18%
Reduce -4.92%
195,650
-10,124

Ropes Wealth Advisors LLC Total Holding History ($B)

To

Ropes Wealth Advisors LLC's Asset Allocation

To

Ropes Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ropes Wealth Advisors LLC's Hypothetical Growth since 2023-09-30

Ropes Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ropes Wealth Advisors LLC's Holdings Heat Map

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Ropes Wealth Advisors LLC's Holdings Bubble Chart

Ropes Wealth Advisors LLC News

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