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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Ropes Wealth Advisors Llc, compare funds side by side, and get alerts the moment positions change.