Ropes Wealth Advisors

Ropes Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Ropes Wealth Advisors

Ropes Wealth Advisors holds 268 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 7.2 $40M 187k 213.11
Microsoft Corporation (MSFT) 4.9 $27M 113k 239.82
Apple (AAPL) 4.5 $25M 191k 129.93
Ishares Tr Core S&p500 Etf (IVV) 3.7 $20M 53k 384.21
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $18M 94k 191.19
Exxon Mobil Corporation (XOM) 2.3 $13M 118k 110.30
Pfizer (PFE) 2.0 $11M 219k 51.24
Johnson & Johnson (JNJ) 2.0 $11M 63k 176.65
Procter & Gamble Company (PG) 2.0 $11M 73k 151.56
Nextera Energy (NEE) 1.7 $9.6M 115k 83.60
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $9.2M 97k 94.64
JPMorgan Chase & Co. (JPM) 1.5 $8.6M 64k 134.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $7.5M 22k 351.34
Amazon (AMZN) 1.3 $7.5M 89k 84.00
Home Depot (HD) 1.3 $7.3M 23k 315.86
Pepsi (PEP) 1.2 $6.8M 38k 180.66
Automatic Data Processing (ADP) 1.2 $6.8M 28k 238.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $6.6M 22k 308.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $6.2M 158k 38.98
Abbvie (ABBV) 1.1 $6.1M 38k 161.61
Alphabet Cap Stk Cl A (GOOGL) 1.1 $6.0M 68k 88.23
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.1 $5.9M 171k 34.24
Canadian Natl Ry (CNI) 1.0 $5.7M 48k 118.88
International Business Machines (IBM) 1.0 $5.7M 40k 140.89
Ishares Tr Msci Eafe Etf (EFA) 1.0 $5.7M 87k 65.64
Nextera Energy Partners Com Unit Part In (NEP) 0.9 $5.3M 75k 70.09
Air Products & Chemicals (APD) 0.9 $4.9M 16k 308.26
Merck & Co (MRK) 0.8 $4.5M 40k 110.95
Chevron Corporation (CVX) 0.8 $4.3M 24k 179.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $4.3M 83k 51.72
Spdr Gold Tr Gold Shs (GLD) 0.8 $4.2M 25k 169.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $3.9M 18k 214.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.9M 10k 382.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $3.7M 8.00 468711.00
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.7M 42k 88.73
Bristol Myers Squibb (BMY) 0.7 $3.7M 51k 71.95
Abbott Laboratories (ABT) 0.6 $3.5M 32k 109.79
McDonald's Corporation (MCD) 0.6 $3.5M 13k 263.54
Cisco Systems (CSCO) 0.6 $3.3M 69k 47.64
American Express Company (AXP) 0.6 $3.2M 22k 147.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $3.2M 37k 86.19
Akamai Technologies (AKAM) 0.6 $3.2M 38k 84.30
IDEXX Laboratories (IDXX) 0.5 $3.0M 7.3k 407.96
Magellan Midstream Prtnrs Com Unit Rp Lp 0.5 $2.9M 58k 50.21
Coca-Cola Company (KO) 0.5 $2.9M 46k 63.61
Howard Hughes 0.5 $2.9M 38k 76.42
3M Company (MMM) 0.5 $2.9M 24k 119.92
Texas Pacific Land Corp (TPL) 0.5 $2.8M 1.2k 2343.92
Deere & Company (DE) 0.5 $2.8M 6.5k 428.76
Oracle Corporation (ORCL) 0.5 $2.8M 34k 81.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $2.8M 38k 71.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $2.7M 41k 67.45
Vanguard Index Fds Value Etf (VTV) 0.5 $2.7M 19k 140.37
Williams Companies (WMB) 0.5 $2.5M 76k 32.90
Lowe's Companies (LOW) 0.4 $2.5M 13k 199.24
Chubb (CB) 0.4 $2.4M 11k 220.60
Draftkings Com Cl A (DKNG) 0.4 $2.4M 207k 11.39
Intel Corporation (INTC) 0.4 $2.4M 89k 26.43
General Mills (GIS) 0.4 $2.3M 28k 83.85
Wal-Mart Stores (WMT) 0.4 $2.3M 16k 141.79
Becton, Dickinson and (BDX) 0.4 $2.3M 8.9k 254.29
Illinois Tool Works (ITW) 0.4 $2.3M 10k 220.30
TJX Companies (TJX) 0.4 $2.2M 28k 79.60
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.1M 35k 61.64
Kimberly-Clark Corporation (KMB) 0.4 $2.1M 16k 135.75
Roper Industries (ROP) 0.4 $2.1M 4.8k 432.09
General Electric Com New (GE) 0.4 $2.0M 24k 83.79
Vistra Energy (VST) 0.4 $2.0M 87k 23.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $2.0M 19k 105.43
Amgen (AMGN) 0.4 $2.0M 7.7k 262.64
Union Pacific Corporation (UNP) 0.4 $2.0M 9.7k 207.08
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.0M 11k 183.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.0M 47k 41.97
Caterpillar (CAT) 0.4 $2.0M 8.2k 239.57
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.9M 22k 88.09
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.9M 13k 151.84
Kennedy-Wilson Holdings (KW) 0.3 $1.9M 120k 15.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.9M 18k 108.21
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $1.9M 60k 31.47
Northern Trust Corporation (NTRS) 0.3 $1.9M 21k 88.49
Mastercard Incorporated Cl A (MA) 0.3 $1.8M 5.3k 347.72
Walt Disney Company (DIS) 0.3 $1.7M 20k 86.88
Visa Com Cl A (V) 0.3 $1.7M 8.1k 207.75
Eli Lilly & Co. (LLY) 0.3 $1.6M 4.4k 365.84
Raytheon Technologies Corp (RTX) 0.3 $1.6M 16k 100.92
Texas Instruments Incorporated (TXN) 0.3 $1.6M 9.5k 165.22
Dominion Resources (D) 0.3 $1.5M 25k 61.32
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $1.5M 51k 29.69
Meta Platforms Cl A (META) 0.3 $1.5M 13k 120.34
Hershey Company (HSY) 0.3 $1.5M 6.4k 231.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.5M 6.1k 241.89
Colgate-Palmolive Company (CL) 0.3 $1.5M 19k 78.79
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.4M 22k 65.86
Costco Wholesale Corporation (COST) 0.2 $1.4M 3.0k 456.52
Linde SHS 0.2 $1.3M 4.1k 326.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.3M 8.8k 151.64
UnitedHealth (UNH) 0.2 $1.3M 2.4k 530.18
Boeing Company (BA) 0.2 $1.3M 6.7k 190.49
Bank of America Corporation (BAC) 0.2 $1.3M 39k 33.12
Qualcomm (QCOM) 0.2 $1.3M 11k 109.94
Thermo Fisher Scientific (TMO) 0.2 $1.2M 2.3k 550.69
Ishares Tr Esg Aware Msci (ESML) 0.2 $1.2M 38k 32.88
CVS Caremark Corporation (CVS) 0.2 $1.2M 13k 93.19
Danaher Corporation (DHR) 0.2 $1.2M 4.4k 265.39
CenterPoint Energy (CNP) 0.2 $1.1M 38k 29.99
Intuit (INTU) 0.2 $1.1M 2.9k 389.24
Docusign (DOCU) 0.2 $1.1M 20k 55.42
Norfolk Southern (NSC) 0.2 $1.1M 4.4k 246.42
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M 15k 72.10
Lockheed Martin Corporation (LMT) 0.2 $1.1M 2.2k 486.57
Adobe Systems Incorporated (ADBE) 0.2 $1.0M 3.1k 336.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.0M 18k 58.50
SYSCO Corporation (SYY) 0.2 $1.0M 13k 76.45
Ishares Tr Rus 1000 Etf (IWB) 0.2 $989k 4.7k 210.53
General Dynamics Corporation (GD) 0.2 $978k 3.9k 248.14
Fortinet (FTNT) 0.2 $953k 20k 48.89
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $946k 17k 56.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $939k 19k 49.49
Nike CL B (NKE) 0.2 $932k 8.0k 117.01
Ameriprise Financial (AMP) 0.2 $924k 3.0k 311.37
American Electric Power Company (AEP) 0.2 $922k 9.7k 94.95
Potlatch Corporation (PCH) 0.2 $904k 21k 43.99
BP Sponsored Adr (BP) 0.2 $900k 26k 34.93
S&p Global (SPGI) 0.2 $892k 2.7k 334.93
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $886k 8.6k 102.81
United Parcel Service CL B (UPS) 0.2 $882k 5.1k 173.83
Accenture Plc Ireland Shs Class A (ACN) 0.2 $868k 3.3k 266.84
TechTarget (TTGT) 0.2 $860k 20k 44.06
Ishares Tr Core Div Grwth (DGRO) 0.2 $849k 17k 50.00
Broadcom (AVGO) 0.1 $833k 1.5k 559.25
Uber Technologies (UBER) 0.1 $809k 33k 24.73
Verizon Communications (VZ) 0.1 $809k 21k 39.40
Select Sector Spdr Tr Technology (XLK) 0.1 $806k 6.5k 124.45
Emerson Electric (EMR) 0.1 $798k 8.3k 96.06
Honeywell International (HON) 0.1 $789k 3.7k 214.29
Moody's Corporation (MCO) 0.1 $736k 2.6k 278.62
Goldman Sachs (GS) 0.1 $718k 2.1k 343.37
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $689k 2.4k 288.78
Sherwin-Williams Company (SHW) 0.1 $679k 2.9k 237.33
Ishares Tr Russell 2000 Etf (IWM) 0.1 $675k 3.9k 174.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $671k 8.1k 82.48
BlackRock (BLK) 0.1 $663k 936.00 708.70
Cloudflare Cl A Com (NET) 0.1 $661k 15k 45.21
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $654k 4.5k 145.07
Nrg Energy Com New (NRG) 0.1 $648k 20k 31.82
Duke Energy Corp Com New (DUK) 0.1 $647k 6.3k 102.98
NVIDIA Corporation (NVDA) 0.1 $625k 4.3k 146.13
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $620k 14k 43.99
Biogen Idec (BIIB) 0.1 $611k 2.2k 276.92
Vaneck Etf Trust Natural Resourc (HAP) 0.1 $611k 12k 49.24
Novo-nordisk A S Adr (NVO) 0.1 $602k 4.4k 135.34
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $602k 12k 50.53
Select Sector Spdr Tr Financial (XLF) 0.1 $588k 17k 34.20
Prologis (PLD) 0.1 $586k 5.2k 112.73
Dupont De Nemours (DD) 0.1 $585k 8.5k 68.63
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $583k 6.9k 84.88
Dover Corporation (DOV) 0.1 $579k 4.3k 135.40
Cummins (CMI) 0.1 $575k 2.4k 242.29
Broadridge Financial Solutions (BR) 0.1 $571k 4.3k 134.13
Brown Forman Corp Cl A (BF.A) 0.1 $569k 8.7k 65.76
Moderna (MRNA) 0.1 $561k 3.1k 179.62
At&t (T) 0.1 $559k 30k 18.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $545k 11k 50.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $544k 4.2k 129.16
Ishares Tr National Mun Etf (MUB) 0.1 $532k 5.0k 105.52
Rpt Realty 7.25 Pfd D Conv 0.1 $517k 10k 49.98
Brown Forman Corp CL B (BF.B) 0.1 $506k 7.7k 65.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $499k 1.9k 266.29
Starwood Property Trust (STWD) 0.1 $491k 27k 18.33
Charles Schwab Corporation (SCHW) 0.1 $490k 5.9k 83.26
salesforce (CRM) 0.1 $489k 3.7k 132.59
Ishares Tr U.s. Tech Etf (IYW) 0.1 $487k 6.5k 74.49
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $486k 6.5k 74.49
Asml Holding N V N Y Registry Shs (ASML) 0.1 $467k 854.00 546.40
Tesla Motors (TSLA) 0.1 $455k 3.7k 123.18
Us Bancorp Del Com New (USB) 0.1 $452k 10k 43.61
Philip Morris International (PM) 0.1 $450k 4.4k 101.21
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $446k 951.00 469.07
State Street Corporation (STT) 0.1 $440k 5.7k 77.57
Ishares Core Msci Emkt (IEMG) 0.1 $436k 9.3k 46.70
Blackstone Group Inc Com Cl A (BX) 0.1 $435k 5.9k 74.19
Comcast Corp Cl A (CMCSA) 0.1 $427k 12k 34.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $423k 5.6k 75.19
Zoetis Cl A (ZTS) 0.1 $403k 2.7k 146.57
Target Corporation (TGT) 0.1 $402k 2.7k 149.05
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $402k 1.9k 214.52
Fidelity Covington Trust Fidelity Rel Est (FPRO) 0.1 $401k 20k 20.13
Paychex (PAYX) 0.1 $400k 3.5k 115.56
Novartis Sponsored Adr (NVS) 0.1 $394k 4.3k 90.72
Travelers Companies (TRV) 0.1 $390k 2.1k 187.49
AFLAC Incorporated (AFL) 0.1 $388k 5.4k 71.95
Digitalbridge Group Cl A New (DBRG) 0.1 $379k 35k 10.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $374k 4.1k 91.31
American Tower Reit (AMT) 0.1 $372k 1.8k 211.85
EXACT Sciences Corporation (EXAS) 0.1 $371k 7.5k 49.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $368k 15k 24.28
Zimmer Holdings (ZBH) 0.1 $367k 2.9k 127.50
Northrop Grumman Corporation (NOC) 0.1 $364k 667.00 545.61
Analog Devices (ADI) 0.1 $356k 2.2k 164.03
10x Genomics Cl A Com (TXG) 0.1 $356k 9.8k 36.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $351k 4.2k 83.60
Paypal Holdings (PYPL) 0.1 $350k 4.9k 71.22
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $341k 1.4k 235.48
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $339k 3.2k 105.34
Dow (DOW) 0.1 $335k 6.7k 50.39
Old National Ban (ONB) 0.1 $330k 18k 17.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $330k 2.4k 135.88
Cigna Corp (CI) 0.1 $328k 991.00 331.34
Intuitive Surgical Com New (ISRG) 0.1 $321k 1.2k 265.35
ConocoPhillips (COP) 0.1 $313k 2.7k 118.00
Vmware Cl A Com 0.1 $311k 2.5k 122.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $310k 4.1k 75.53
Medtronic SHS (MDT) 0.1 $309k 4.0k 77.73
Diageo Spon Adr New (DEO) 0.1 $308k 1.7k 178.19
Yum! Brands (YUM) 0.1 $307k 2.4k 128.08
Stryker Corporation (SYK) 0.1 $305k 1.2k 244.49
Rockwell Automation (ROK) 0.1 $305k 1.2k 257.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $304k 2.1k 141.27
Applied Materials (AMAT) 0.1 $301k 3.1k 97.38
Enterprise Products Partners (EPD) 0.1 $297k 12k 24.12
Netflix (NFLX) 0.1 $297k 1.0k 294.88
Ishares Tr U.s. Finls Etf (IYF) 0.1 $294k 3.9k 75.47
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $289k 6.3k 46.25
Gilead Sciences (GILD) 0.1 $288k 3.4k 85.84
Mondelez Intl Cl A (MDLZ) 0.1 $286k 4.3k 66.65
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $277k 975.00 283.85
Wec Energy Group (WEC) 0.0 $274k 2.9k 93.76
Shell Spon Ads (SHEL) 0.0 $273k 4.8k 56.95
Vanguard World Fds Materials Etf (VAW) 0.0 $273k 1.6k 170.20
Ishares Tr Global Tech Etf (IXN) 0.0 $273k 6.1k 44.83
Republic Services (RSG) 0.0 $272k 2.1k 128.99
Baxter International (BAX) 0.0 $271k 5.3k 50.97
Bhp Group Sponsored Ads (BHP) 0.0 $270k 4.4k 62.05
Darden Restaurants (DRI) 0.0 $270k 2.0k 138.33
Astrazeneca Sponsored Adr (AZN) 0.0 $267k 3.9k 67.80
United Rentals (URI) 0.0 $267k 750.00 355.42
Aptar (ATR) 0.0 $266k 2.4k 109.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $263k 2.7k 98.65
Starbucks Corporation (SBUX) 0.0 $262k 2.6k 99.21
Wells Fargo & Company (WFC) 0.0 $255k 6.2k 41.29
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $255k 5.2k 49.27
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $252k 3.3k 76.13
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $251k 9.4k 26.68
Select Sector Spdr Tr Communication (XLC) 0.0 $248k 5.2k 47.99
Valero Energy Corporation (VLO) 0.0 $245k 1.9k 126.86
Microchip Technology (MCHP) 0.0 $241k 3.4k 70.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $238k 538.00 442.79
Palo Alto Networks (PANW) 0.0 $234k 1.7k 139.54
Franklin Resources (BEN) 0.0 $230k 8.7k 26.38
Eaton Corp SHS (ETN) 0.0 $228k 1.5k 156.95
Aptiv SHS (APTV) 0.0 $225k 2.4k 93.13
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $224k 19k 11.87
Dell Technologies CL C (DELL) 0.0 $223k 5.6k 40.22
Advanced Micro Devices (AMD) 0.0 $223k 3.4k 64.77
Ishares Tr Us Aer Def Etf (ITA) 0.0 $221k 2.0k 111.85
Illumina (ILMN) 0.0 $217k 1.1k 202.20
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $216k 3.3k 64.79
Hingham Institution for Savings (HIFS) 0.0 $214k 775.00 275.96
Domino's Pizza (DPZ) 0.0 $211k 610.00 346.49
Spdr Ser Tr S&p Biotech (XBI) 0.0 $211k 2.5k 82.99
PPG Industries (PPG) 0.0 $209k 1.7k 125.74
Fiserv (FI) 0.0 $206k 2.0k 101.07
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $142k 22k 6.60
Nuveen Quality Pref. Inc. Fund II 0.0 $92k 14k 6.80
Western Asset Municipal Hgh Incm Fnd (MHF) 0.0 $89k 14k 6.38
Iamgold Corp (IAG) 0.0 $54k 21k 2.58
Nektar Therapeutics (NKTR) 0.0 $39k 17k 2.26
Idera Pharmaceuticals Com Par 0.0 $3.6k 10k 0.35