Ropes Wealth Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationboston, MA
- CIK0001641652
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
252 | $515.29 M | AAPL, MSFT, IVV, VTI | 13F-HR | Oct 19, 2023 | 000142050623001852 | ||
274 | $602.72 M | AAPL, MSFT, IVV, VTI | 13F-HR | Aug 8, 2023 | 000142050623001409 | ||
260 | $552.95 M | MSFT, AAPL, IVV, VTI | 13F-HR | May 8, 2023 | 000142050623000886 | ||
268 | $556.46 M | VUG, MSFT, AAPL, IVV | 13F-HR | Feb 6, 2023 | 000142050623000254 | ||
254 | $475.89 M | MSFT, AAPL, IVV, VTI | 13F-HR | Nov 1, 2022 | 000142050622001940 | ||
266 | $486.21 M | MSFT, AAPL, IVV, VTI | 13F-HR | Aug 10, 2022 | 000142050622001452 | ||
288 | $582.70 M | MSFT, AAPL, IVV, AMZN | 13F-HR | May 4, 2022 | 000164165222000006 | ||
269 | $568.35 M | AAPL, MSFT, IVV, AMZN | 13F-HR | Feb 10, 2022 | 000164165222000004 | ||
275 | $624.02 M | MRNA, MSFT, AAPL, IVV | 13F-HR | Nov 5, 2021 | 000164165221000008 | ||
267 | $632.16 M | MRNA, MSFT, AAPL, IVV | 13F-HR | Aug 4, 2021 | 000164165221000006 | ||
245 | $570.04 M | MRNA, MSFT, AAPL, IVV | 13F-HR | May 12, 2021 | 000164165221000003 | ||
881 | $644.64 M | MRNA, MSFT, AAPL, IVV | 13F-HR | Feb 5, 2021 | 000095012321001078 | ||
622 | $516.25 M | MRNA, MSFT, AAPL, IVV | 13F-HR | Oct 16, 2020 | 000095012320010305 | ||
577 | $490.04 M | MRNA, MSFT, AAPL, IVV | 13F-HR | Jul 20, 2020 | 000095012320007036 | ||
541 | $395.28 M | MRNA, MSFT, AAPL, IVV | 13F-HR | Apr 24, 2020 | 000095012320003585 | ||
539 | $464.13 M | MRNA, MSFT, AAPL, JPM | 13F-HR | Feb 5, 2020 | 000095012320000937 | ||
554 | $471.27 M | MRNA, MSFT, AAPL, JPM | 13F-HR | Nov 5, 2019 | 000095012319010094 | ||
564 | $473.89 M | MRNA, MSFT, AAPL, XOM | 13F-HR | Jul 31, 2019 | 000095012319006830 | ||
518 | $378.00 M | MSFT, XOM, AAPL, JNJ | 13F-HR | Apr 15, 2019 | 000095012319003306 | ||
500 | $347.29 M | MSFT, EFA, XOM, AAPL | 13F-HR | Feb 8, 2019 | 000095012319001011 | ||
527 | $404.56 M | MSFT, AAPL, XOM, JNJ | 13F-HR | Oct 30, 2018 | 000095012318010319 | ||
568 | $369.83 M | XOM, AAPL, MSFT, EFA | 13F-HR | Aug 13, 2018 | 000095012318008087 | ||
587 | $365.20 M | XOM, MSFT, AAPL, EFA | 13F-HR | Apr 30, 2018 | 000095012318003912 | ||
783 | $382.06 M | XOM, JNJ, AAPL, EFA | 13F-HR | Feb 13, 2018 | 000095012318001728 | ||
709 | $368.71 M | XOM, EFA, JNJ, AAPL | 13F-HR | Nov 9, 2017 | 000095012317009985 | ||
518 | $353.45 M | XOM, EFA, JNJ, GE | 13F-HR | Aug 11, 2017 | 000095012317007481 | ||
561 | $346.15 M | XOM, GE, EFA, JNJ | 13F-HR | May 4, 2017 | 000095012317003878 | ||
491 | $318.86 M | XOM, GE, EFA, JNJ | 13F-HR | Jan 6, 2017 | 000095012317000058 | ||
461 | $295.52 M | XOM, EFA, GE, JNJ | 13F-HR | Nov 10, 2016 | 000095012316021656 | ||
478 | $286.55 M | XOM, GE, EFA, JNJ | 13F-HR | Aug 8, 2016 | 000095012316018997 | ||
475 | $226.13 M | EFA, XOM, GE, IBM | 13F-HR | May 12, 2016 | 000095012316016810 | ||
500 | $227.36 M | EFA, XOM, GE, MSFT | RESTATEMENT | May 19, 2016 | 000095012316017732 | ||
419 | $190.75 M | EFA, XOM, GE, IBM | RESTATEMENT | May 19, 2016 | 000095012316017730 | ||
325 | $184.25 M | EFA, XOM, GE, IBM | 13F-HR | Aug 13, 2015 | 000095012315008927 | ||
331 | $192.88 M | EFA, XOM, GE, IBM | 13F-HR | May 12, 2015 | 000095012315005491 |