Ropes Wealth Advisors LLC Portfolio Holdings
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 252
- Current Value $512 Million
- Prior Value $598 Million
- Filing
- Period Q3 2023
- Filing Date October 19, 2023
- Form Type 13F-HR
- Activity in Q3 2023
- New Purchases 10 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks