Ropes Wealth Advisors LLC 13F Holdings
CIK 0001641652 · Boston, MA
As of Sep 30, 2023, Ropes Wealth Advisors LLC reported 252 positions worth $502.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 195,650 | $33.5M | 6.67% |
| MICROSOFT CORP | MSFT | Technology | 103,673 | $32.7M | 6.52% |
| ISHARES CORE S&P 500 ETF | IVV | — | 51,280 | $22.0M | 4.39% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 103,545 | $22.0M | 4.38% |
| EXXON MOBIL CORP | XOM | Energy | 108,782 |