StockDriftsStockDriftsTop 50 Ropes Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.5% | 195.7K | $33.5M | -4.92%(-10.12K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 6.35% | 103.7K | $32.7M | -10.52%(-12.19K) | — | 2023-09-30 | |
| IVV | ISHARES TR | 4.27% | 51.3K | $22.0M | -3.95%(-2.11K) | — | 2023-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.27% | 103.5K | $22.0M | +5.43%(+5.33K) | — | 2023-09-30 | |
| XOM | EXXON MOBIL CORP | 2.48% | 108.8K | $12.8M | -14.04%(-17.76K) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 2.15% | 87.2K | $11.1M | -7.08%(-6.64K) | — | 2023-09-30 | |
| PG | PROCTER AND GAMBLE CO | 1.9% | 67.1K | $9.8M | -7.40%(-5.37K) | — | 2023-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.9% | 67.5K | $9.8M | -3.89%(-2.73K) | — | 2023-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.85% | 61.2K | $9.5M | -13.08%(-9.20K) | — | 2023-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.77% | 33.5K | $9.1M | -24.90%(-11.12K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ropes Wealth Advisors Llc reports $515.29M in US-listed equity holdings across 252 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.5%), MSFT (6.3%) and IVV (4.3%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ropes Wealth Advisors Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Ropes Wealth Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1641652). View Ropes Wealth Advisors Llc’s 13F filings on SEC