Ropes Wealth Advisors LLC has filed its 13F form on October 19, 2023 for Q3 2023 where it was disclosed a total value porftolio of $512 Million distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.5M, Microsoft Corp with a value of $32.7M, Ishares Core S&P 500 ETF with a value of $22M, Vanguard Total Stock Market Et with a value of $22M, and Exxon Mobil Corp with a value of $12.8M.
Examining the 13F form we can see an decrease of $86.6M in the current position value, from $598M to 512M.
Ropes Wealth Advisors LLC is based out at Boston, MA
Below you can find more details about Ropes Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$512 Million
ETFs: $148 Million
Technology: $105 Million
Healthcare: $52.2 Million
Financial Services: $42.5 Million
Industrials: $39.5 Million
Consumer Cyclical: $32.8 Million
Consumer Defensive: $31.4 Million
Communication Services: $23.6 Million
Other: $37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
