Ropes Wealth Advisors LLC Purchases in Q3 2023

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 25.0%
$517136.0 - $563073.0 $1.03M - $1.13M
10 $5.31M
GS
Goldman Sachs Group Inc

Financial Services
3.16K
+ 153.35%
$313.0 - $358.93 $989K - $1.13M
5.22K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.02K
+ 9.56%
$340.9 - $370.48 $687K - $747K
23.1K $8.09M
DASH
Door Dash, Inc.

Communication Services
7.33K
New
$74.58 - $90.79 $546K - $665K
7.33K $582K
OKE
Oneok Inc

Energy
6.81K
New
$60.94 - $68.53 $415K - $466K
6.81K $431K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.02K
New
$75.83 - $79.4 $380K - $398K
5.02K $381K
VTI
Vanguard Total Stock Market Et

ETFs
5.33K
+ 5.43%
$211.41 - $228.35 $1.13M - $1.22M
104K $22M
EOG
Eog Resources Inc

Energy
2.37K
New
$112.25 - $134.66 $266K - $319K
2.37K $300K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.33K
New
$224.84 - $243.78 $298K - $323K
1.33K $300K
MGV
Vanguard Mega Cap Value

ETFs
2.58K
New
$101.4 - $107.46 $262K - $277K
2.58K $261K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
New
$183.99 - $198.55 $205K - $221K
1.11K $211K
CDW
Cdw Corp

Technology
1.05K
New
$182.7 - $213.28 $191K - $223K
1.05K $210K
BKNG
Booking Holdings Inc.

Consumer Cyclical
66
New
$2632.69 - $3243.01 $174K - $214K
66 $203K
COP
Conocophillips

Energy
1.24K
+ 48.72%
$100.34 - $124.5 $124K - $154K
3.78K $452K
BP
Bp PLC

Energy
2.44K
+ 9.44%
$34.79 - $39.48 $84.9K - $96.3K
28.3K $1.09M
CMCSA
Comcast Corp

Communication Services
2.49K
+ 11.86%
$41.21 - $47.12 $103K - $117K
23.5K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.06K
+ 50.98%
$70.63 - $75.66 $146K - $156K
6.1K $431K
MS
Morgan Stanley

Financial Services
1.75K
+ 57.89%
$81.65 - $94.67 $143K - $166K
4.78K $390K
WMT
Walmart Inc.

Consumer Defensive
463
+ 2.82%
$153.49 - $165.25 $71.1K - $76.5K
16.9K $2.7M
CI
Cigna Corp

Healthcare
373
+ 31.5%
$268.69 - $299.4 $100K - $112K
1.56K $445K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.21K
+ 33.72%
$91.43 - $91.86 $111K - $112K
4.81K $442K
PM
Philip Morris International Inc.

Consumer Defensive
1.41K
+ 30.19%
$90.32 - $100.49 $128K - $142K
6.09K $563K
VEA
Vanguard Ftse Developed Market

ETFs
5.12K
+ 10.09%
$43.5 - $47.63 $223K - $244K
55.8K $2.44M
USB
Us Bancorp \De\

Financial Services
2.51K
+ 28.67%
$32.47 - $40.23 $81.5K - $101K
11.3K $372K
RSP
Invesco S&P 500 Equal Weight E

ETFs
667
+ 25.21%
$141.04 - $155.0 $94.1K - $103K
3.31K $469K
NVO
Novo Nordisk A S

Healthcare
3.98K
+ 96.41%
$90.94 - $199.54 $362K - $793K
8.1K $736K
MDT
Medtronic PLC

Healthcare
1.27K
+ 21.38%
$78.22 - $90.4 $99.3K - $115K
7.21K $564K
ATR
Aptargroup, Inc.

Healthcare
168
+ 7.8%
$112.47 - $132.89 $18.9K - $22.3K
2.32K $290K
FISV
Fiserv Inc

Technology
332
+ 17.36%
$123.51 - $130.06 $41K - $43.2K
2.24K $280K
RSG
Republic Services, Inc.

Industrials
410
+ 18.0%
$142.51 - $154.95 $58.4K - $63.5K
2.69K $383K
SCHW
Schwab Charles Corp

Financial Services
813
+ 13.75%
$54.2 - $67.94 $44.1K - $55.2K
6.73K $369K
VBR
Vanguard Small Cap Value ETF

ETFs
245
+ 16.77%
$157.33 - $174.39 $38.5K - $42.7K
1.71K $272K
DPZ
Dominos Pizza Inc

Consumer Cyclical
5
+ 0.82%
$333.91 - $402.58 $1.67K - $2.01K
613 $232K
MA
Mastercard Inc

Financial Services
21
+ 0.32%
$388.68 - $417.13 $8.16K - $8.76K
6.52K $2.58M
T
At&T Inc.

Communication Services
4.47K
+ 9.49%
$13.45 - $16.12 $60.1K - $72.1K
51.6K $775K
ADI
Analog Devices Inc

Technology
343
+ 16.05%
$172.34 - $199.53 $59.1K - $68.4K
2.48K $434K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
296
+ 2.7%
$50.45 - $50.66 $14.9K - $15K
11.3K $567K
XLC
Select Sector Spdr Tr Communic

ETFs
162
+ 3.0%
$64.88 - $68.81 $10.5K - $11.1K
5.56K $364K
NEAR
Blackrock Short Maturity Bond

ETFs
94
+ 1.13%
$49.55 - $49.89 $4.66K - $4.69K
8.38K $417K
NOC
Northrop Grumman Corp

Industrials
29
+ 4.84%
$422.72 - $460.75 $12.3K - $13.4K
628 $276K
IWP
Ishares Russell Mid Cap Growth

ETFs
292
+ 6.22%
$89.97 - $100.32 $26.3K - $29.3K
4.99K $455K
MRNA
Moderna, Inc.

Healthcare
532
+ 17.53%
$96.41 - $126.61 $51.3K - $67.4K
3.57K $368K
MUB
Ishares National Muni Bond ETF

ETFs
195
+ 3.87%
$102.54 - $107.39 $20K - $20.9K
5.24K $537K
AMD
Advanced Micro Devices Inc

Technology
391
+ 10.27%
$95.96 - $118.32 $37.5K - $46.3K
4.2K $431K
BDX
Becton Dickinson & CO

Healthcare
157
+ 1.76%
$254.9 - $283.59 $40K - $44.5K
9.06K $2.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 1.15%
$354.21 - $385.74 $7.08K - $7.71K
1.75K $628K
XLY
Select Sector Spdr Consumer Di

ETFs
61
+ 1.45%
$158.36 - $176.97 $9.66K - $10.8K
4.27K $687K
ROK
Rockwell Automation, Inc

Industrials
175
+ 9.51%
$278.94 - $346.89 $48.8K - $60.7K
2.02K $576K
AME
Ametek Inc

Industrials
1
+ 0.04%
$147.76 - $160.81 $148 - $161
2.74K $404K
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email