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%)
Portfolio Report
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
33497.170
-4.92%
6.500
-0.33%
0.000
+6.72%
+18.55%
3431291.823
Hardware
MSFT 		Microsoft Corp
103,673
32734.810
-10.52%
6.350
-0.69%
0.000
+5.09%
+12.95%
3143690.638
Software
IVV 		iShares Core S&P 500 ETF
51,280
22021.020
-3.95%
4.270
-0.16%
0.010
+12.66%
+25.85%
566470.299
 
VTI 		Vanguard Total Stock Market ETF
103,545
21993.940
+5.43%
4.270
+0.22%
0.010
+13.29%
+25.03%
440379.465
 
XOM 		Exxon Mobil Corp
108,782
12790.610
-14.04%
2.480
-0.32%
0.000
+3.20%
+23.81%
530619.764
Oil & Gas
AMZN 		Amazon.com Inc
87,196
11084.360
-7.08%
2.150
-0.14%
0.000
+26.19%
+37.70%
2198425.931
Retail - Cyclical
PG 		Procter & Gamble Co
67,105
9787.950
-7.40%
1.900
-0.13%
0.000
-2.03%
+16.39%
392279.303
Consumer Packaged Goods
JPM 		JPMorgan Chase & Co
67,450
9781.650
-3.89%
1.900
-0.07%
0.000
+17.10%
+42.96%
668896.730
Banks
JNJ 		Johnson & Johnson
61,171
9527.360
-13.08%
1.850
-0.25%
0.000
-1.83%
+1.93%
375553.067
Drug Manufacturers
VUG 		Vanguard Growth ETF
33,532
9130.980
-24.90%
1.770
-0.52%
0.010
+15.67%
+31.13%
140053.222
 

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
$40.03
35.51%
Sold Out
0
-207,276
NEP 		NextEra Energy Partners LP2023-09-30Sold Out
-0.73%
●
29.7 ($50.66) 59.33
$17.43
-65.59%
Sold Out
0
-75,453
MSFT 		Microsoft Corp2023-09-30Reduce
-0.69%
●
312.14 ($330.44) 359.49
$422.83
27.96%
Reduce -10.52%
103,673
-12,192
VUG 		Vanguard Growth ETF2023-09-30Reduce
-0.52%
●
269.56 ($283.37) 293.5
$408.00
43.98%
Reduce -24.9%
33,532
-11,120
NEE 		NextEra Energy Inc2023-09-30Reduce
-0.50%
●
57.08 ($69.23) 75.9
$76.95
11.15%
Reduce -30.67%
92,376
-40,856
VWO 		Vanguard FTSE Emerging Markets ETF2023-09-30Reduce
-0.39%
●
39.04 ($40.82) 43.07
$46.66
14.32%
Reduce -35.33%
104,090
-56,854
WMB 		Williams Companies Inc2023-09-30Reduce
-0.39%
●
32.37 ($34.13) 35.38
$56.52
65.59%
Reduce -84.46%
13,266
-72,094
SCHC 		Schwab International Small-Cap Equity ETF2023-09-30Sold Out
-0.34%
●
32 ($33.88) 35.51
$36.59
8.00%
Sold Out
0
-59,857
AXP 		American Express Co2023-09-30Reduce
-0.33%
●
149.19 ($163.57) 178.04
$288.45
76.35%
Reduce -51.56%
10,645
-11,331
AAPL 		Apple Inc2023-09-30Reduce
-0.33%
●
170.43 ($183.38) 196.45
$227.00
23.79%
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

Size field:

Ropes Wealth Advisors LLC's Holdings Bubble Chart

Ropes Wealth Advisors LLC News

  • 1

Discussions on Ropes Wealth Advisors LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.