Ropes Wealth Advisors as of June 30, 2021
Portfolio Holdings for Ropes Wealth Advisors
Ropes Wealth Advisors holds 267 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Moderna (MRNA) | 10.1 | $64M | 272k | 234.98 | |
Microsoft Corporation (MSFT) | 5.8 | $37M | 135k | 270.90 | |
Apple (AAPL) | 5.5 | $35M | 254k | 136.96 | |
Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $23M | 53k | 429.92 | |
Amazon (AMZN) | 2.7 | $17M | 4.9k | 3440.25 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $14M | 62k | 222.82 | |
Johnson & Johnson (JNJ) | 1.9 | $12M | 73k | 164.74 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $12M | 75k | 155.54 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $11M | 98k | 112.98 | |
Procter & Gamble Company (PG) | 1.6 | $10M | 75k | 134.93 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $8.5M | 108k | 78.88 | |
Home Depot (HD) | 1.3 | $8.4M | 26k | 318.90 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $8.3M | 3.4k | 2441.92 | |
Pfizer (PFE) | 1.2 | $7.9M | 201k | 39.16 | |
Nextera Energy (NEE) | 1.1 | $7.0M | 95k | 73.28 | |
International Business Machines (IBM) | 1.1 | $6.9M | 47k | 146.58 | |
Exxon Mobil Corporation (XOM) | 1.0 | $6.5M | 103k | 63.08 | |
Automatic Data Processing (ADP) | 1.0 | $6.4M | 32k | 198.63 | |
Raytheon Technologies Corp (RTX) | 1.0 | $6.2M | 73k | 85.32 | |
Canadian Natl Ry (CNI) | 0.9 | $5.9M | 56k | 105.53 | |
Intel Corporation (INTC) | 0.9 | $5.6M | 100k | 56.15 | |
3M Company (MMM) | 0.9 | $5.6M | 28k | 198.63 | |
Facebook Cl A (META) | 0.9 | $5.4M | 16k | 347.71 | |
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $5.3M | 2.1k | 2506.34 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $5.3M | 24k | 226.78 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $5.2M | 19k | 277.92 | |
Abbott Laboratories (ABT) | 0.8 | $5.2M | 45k | 115.93 | |
Pepsi (PEP) | 0.8 | $5.2M | 35k | 148.18 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $5.1M | 78k | 65.68 | |
McDonald's Corporation (MCD) | 0.8 | $5.1M | 22k | 230.99 | |
Cisco Systems (CSCO) | 0.8 | $5.0M | 94k | 53.00 | |
Abbvie (ABBV) | 0.8 | $4.9M | 44k | 112.65 | |
IDEXX Laboratories (IDXX) | 0.8 | $4.9M | 7.8k | 631.59 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $4.9M | 11k | 428.09 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $4.8M | 12k | 393.50 | |
Bristol Myers Squibb (BMY) | 0.7 | $4.7M | 70k | 66.82 | |
Walt Disney Company (DIS) | 0.7 | $4.7M | 27k | 175.78 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $4.4M | 16k | 271.46 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $4.3M | 79k | 54.31 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $4.3M | 7.3k | 585.58 | |
Oracle Corporation (ORCL) | 0.7 | $4.2M | 53k | 77.83 | |
Merck & Co (MRK) | 0.6 | $4.0M | 51k | 77.78 | |
Union Pacific Corporation (UNP) | 0.6 | $3.8M | 17k | 219.91 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $3.7M | 47k | 79.24 | |
Air Products & Chemicals (APD) | 0.6 | $3.5M | 12k | 287.69 | |
Roper Industries (ROP) | 0.5 | $3.4M | 7.2k | 470.21 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $3.3M | 38k | 85.90 | |
American Express Company (AXP) | 0.5 | $3.3M | 20k | 165.21 | |
Lowe's Companies (LOW) | 0.5 | $3.1M | 16k | 193.95 | |
Chevron Corporation (CVX) | 0.5 | $3.1M | 30k | 104.74 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $3.1M | 30k | 103.61 | |
TJX Companies (TJX) | 0.5 | $3.0M | 45k | 67.41 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.9M | 7.00 | 418571.43 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $2.9M | 50k | 57.01 | |
Coca-Cola Company (KO) | 0.4 | $2.8M | 52k | 54.11 | |
Bank of America Corporation (BAC) | 0.4 | $2.8M | 67k | 41.23 | |
Verizon Communications (VZ) | 0.4 | $2.7M | 49k | 56.02 | |
Wal-Mart Stores (WMT) | 0.4 | $2.7M | 19k | 141.02 | |
General Electric Company | 0.4 | $2.7M | 200k | 13.46 | |
Costco Wholesale Corporation (COST) | 0.4 | $2.6M | 6.5k | 395.69 | |
Northern Trust Corporation (NTRS) | 0.4 | $2.6M | 22k | 115.62 | |
Tesla Motors (TSLA) | 0.4 | $2.5M | 3.7k | 679.79 | |
Becton, Dickinson and (BDX) | 0.4 | $2.5M | 10k | 243.18 | |
Illinois Tool Works (ITW) | 0.4 | $2.4M | 11k | 223.59 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.4 | $2.4M | 58k | 41.60 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $2.4M | 31k | 74.85 | |
Deere & Company (DE) | 0.4 | $2.3M | 6.5k | 352.64 | |
Texas Instruments Incorporated (TXN) | 0.4 | $2.2M | 12k | 192.34 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.2M | 9.7k | 225.25 | |
General Mills (GIS) | 0.3 | $2.2M | 35k | 60.94 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $2.1M | 5.8k | 365.06 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $2.1M | 16k | 133.81 | |
Chubb (CB) | 0.3 | $2.0M | 13k | 158.90 | |
At&t (T) | 0.3 | $2.0M | 69k | 28.78 | |
Caterpillar (CAT) | 0.3 | $2.0M | 9.2k | 217.58 | |
Target Corporation (TGT) | 0.3 | $2.0M | 8.1k | 241.78 | |
Prologis (PLD) | 0.3 | $1.9M | 16k | 119.56 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.8M | 6.8k | 268.66 | |
Boeing Company (BA) | 0.3 | $1.8M | 7.6k | 239.62 | |
10x Genomics Cl A Com (TXG) | 0.3 | $1.8M | 9.2k | 195.83 | |
Norfolk Southern (NSC) | 0.3 | $1.8M | 6.8k | 265.35 | |
Amgen (AMGN) | 0.3 | $1.8M | 7.3k | 243.72 | |
Paychex (PAYX) | 0.3 | $1.8M | 17k | 107.28 | |
Colgate-Palmolive Company (CL) | 0.3 | $1.7M | 21k | 81.35 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.7M | 7.4k | 229.32 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $1.7M | 32k | 51.53 | |
Visa Com Cl A (V) | 0.3 | $1.7M | 7.1k | 233.87 | |
Paypal Holdings (PYPL) | 0.3 | $1.6M | 5.6k | 291.48 | |
Charles Schwab Corporation (SCHW) | 0.3 | $1.6M | 22k | 72.79 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.6M | 10k | 154.81 | |
Omni (OMC) | 0.2 | $1.5M | 19k | 80.01 | |
Nike CL B (NKE) | 0.2 | $1.5M | 9.7k | 154.53 | |
Texas Pacific Land Corp (TPL) | 0.2 | $1.4M | 886.00 | 1599.32 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.4M | 5.7k | 242.06 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.4M | 19k | 74.18 | |
Honeywell International (HON) | 0.2 | $1.4M | 6.2k | 219.38 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.4M | 9.2k | 147.62 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.3M | 8.2k | 158.62 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.3M | 5.5k | 229.47 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | 4.2k | 294.72 | |
American Electric Power Company (AEP) | 0.2 | $1.2M | 15k | 84.56 | |
Hershey Company (HSY) | 0.2 | $1.2M | 7.1k | 174.26 | |
Us Bancorp Del Com New (USB) | 0.2 | $1.2M | 21k | 56.99 | |
Digitalbridge Group Cl A Com | 0.2 | $1.2M | 152k | 7.90 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.2M | 22k | 55.28 | |
Fortinet (FTNT) | 0.2 | $1.2M | 4.9k | 238.10 | |
Cloudflare Cl A Com (NET) | 0.2 | $1.2M | 11k | 105.84 | |
Moody's Corporation (MCO) | 0.2 | $1.2M | 3.2k | 362.38 | |
Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | 17k | 67.00 | |
L3harris Technologies (LHX) | 0.2 | $1.1M | 5.3k | 216.07 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.1M | 22k | 50.37 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.1M | 7.8k | 140.05 | |
Cardinal Health (CAH) | 0.2 | $1.1M | 19k | 57.08 | |
CVS Caremark Corporation (CVS) | 0.2 | $1.1M | 13k | 83.45 | |
Generac Holdings (GNRC) | 0.2 | $1.0M | 2.5k | 415.13 | |
Danaher Corporation (DHR) | 0.2 | $1.0M | 3.8k | 268.36 | |
Biogen Idec (BIIB) | 0.2 | $1.0M | 2.9k | 346.21 | |
Dover Corporation (DOV) | 0.2 | $979k | 6.5k | 150.59 | |
SYSCO Corporation (SYY) | 0.2 | $977k | 13k | 77.76 | |
Cummins (CMI) | 0.2 | $976k | 4.0k | 243.76 | |
Walgreen Boots Alliance (WBA) | 0.2 | $964k | 18k | 52.60 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $963k | 13k | 73.58 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $957k | 5.4k | 178.58 | |
UnitedHealth (UNH) | 0.1 | $943k | 2.4k | 400.59 | |
Dupont De Nemours (DD) | 0.1 | $920k | 12k | 77.43 | |
Travelers Companies (TRV) | 0.1 | $909k | 6.1k | 149.75 | |
Aptiv SHS (APTV) | 0.1 | $881k | 5.6k | 157.32 | |
United Parcel Service CL B (UPS) | 0.1 | $880k | 4.2k | 207.84 | |
Sherwin-Williams Company (SHW) | 0.1 | $871k | 3.2k | 272.36 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $866k | 16k | 55.16 | |
International Paper Company (IP) | 0.1 | $832k | 14k | 61.34 | |
Intuit (INTU) | 0.1 | $828k | 1.7k | 489.94 | |
Netflix (NFLX) | 0.1 | $827k | 1.6k | 528.10 | |
Marsh & McLennan Companies (MMC) | 0.1 | $825k | 5.9k | 140.71 | |
salesforce (CRM) | 0.1 | $815k | 3.3k | 244.30 | |
Kla Corp Com New (KLAC) | 0.1 | $802k | 2.5k | 324.04 | |
Tractor Supply Company (TSCO) | 0.1 | $770k | 4.1k | 186.04 | |
Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $768k | 14k | 54.47 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $766k | 12k | 63.42 | |
Eaton Corp SHS (ETN) | 0.1 | $763k | 5.1k | 148.18 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $762k | 7.5k | 101.80 | |
NVIDIA Corporation (NVDA) | 0.1 | $734k | 917.00 | 800.44 | |
Emerson Electric (EMR) | 0.1 | $723k | 7.5k | 96.25 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $712k | 7.2k | 99.46 | |
Linde SHS | 0.1 | $708k | 2.4k | 289.10 | |
Illumina (ILMN) | 0.1 | $695k | 1.5k | 473.43 | |
BlackRock | 0.1 | $686k | 784.00 | 875.00 | |
Qualcomm (QCOM) | 0.1 | $672k | 4.7k | 142.95 | |
BP Sponsored Adr (BP) | 0.1 | $666k | 25k | 26.41 | |
Broadridge Financial Solutions (BR) | 0.1 | $666k | 4.1k | 161.49 | |
Medtronic SHS (MDT) | 0.1 | $662k | 5.3k | 124.04 | |
Brown Forman Corp Cl A (BF.A) | 0.1 | $659k | 9.3k | 70.53 | |
General Dynamics Corporation (GD) | 0.1 | $658k | 3.5k | 188.27 | |
Dell Technologies CL C (DELL) | 0.1 | $658k | 6.6k | 99.62 | |
Wec Energy Group (WEC) | 0.1 | $652k | 7.3k | 88.93 | |
Duke Realty Corp Com New | 0.1 | $631k | 13k | 47.39 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $623k | 7.4k | 83.74 | |
Lockheed Martin Corporation (LMT) | 0.1 | $620k | 1.6k | 378.28 | |
State Street Corporation (STT) | 0.1 | $603k | 7.3k | 82.24 | |
Autodesk (ADSK) | 0.1 | $597k | 2.0k | 291.79 | |
Citrix Systems | 0.1 | $592k | 5.1k | 117.23 | |
Celanese Corporation (CE) | 0.1 | $590k | 3.9k | 151.71 | |
Brown Forman Corp CL B (BF.B) | 0.1 | $587k | 7.8k | 74.90 | |
Philip Morris International (PM) | 0.1 | $586k | 5.9k | 99.09 | |
Dow (DOW) | 0.1 | $570k | 9.0k | 63.31 | |
Ameriprise Financial (AMP) | 0.1 | $551k | 2.2k | 248.98 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $545k | 6.6k | 82.23 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $542k | 1.7k | 311.85 | |
Reliance Steel & Aluminum (RS) | 0.1 | $538k | 3.6k | 150.91 | |
Novartis Sponsored Adr (NVS) | 0.1 | $535k | 5.9k | 91.16 | |
Duke Energy Corp Com New (DUK) | 0.1 | $534k | 5.4k | 98.72 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $502k | 4.4k | 113.17 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $501k | 6.9k | 72.69 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $493k | 13k | 36.71 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $491k | 711.00 | 690.58 | |
Baxter International (BAX) | 0.1 | $480k | 6.0k | 80.54 | |
PPG Industries (PPG) | 0.1 | $478k | 2.8k | 169.74 | |
Zimmer Holdings (ZBH) | 0.1 | $475k | 3.0k | 160.80 | |
Aptar (ATR) | 0.1 | $465k | 3.3k | 140.91 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $457k | 7.3k | 62.41 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $455k | 4.7k | 97.22 | |
Cme (CME) | 0.1 | $454k | 2.1k | 212.55 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $451k | 490.00 | 920.41 | |
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $448k | 7.8k | 57.11 | |
Broadcom (AVGO) | 0.1 | $443k | 930.00 | 476.34 | |
Dominion Resources (D) | 0.1 | $434k | 5.9k | 73.62 | |
Ihs Markit SHS | 0.1 | $433k | 3.8k | 112.73 | |
Applied Materials (AMAT) | 0.1 | $428k | 3.0k | 142.48 | |
Goldman Sachs (GS) | 0.1 | $422k | 1.1k | 379.50 | |
Analog Devices (ADI) | 0.1 | $417k | 2.4k | 172.31 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $416k | 15k | 26.98 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $409k | 3.5k | 115.47 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $409k | 1.2k | 354.73 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $404k | 3.0k | 135.34 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $397k | 3.5k | 114.84 | |
Zoetis Cl A (ZTS) | 0.1 | $395k | 2.1k | 186.50 | |
Starbucks Corporation (SBUX) | 0.1 | $390k | 3.5k | 111.78 | |
Te Connectivity Reg Shs | 0.1 | $389k | 2.9k | 135.12 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $381k | 7.6k | 50.13 | |
Palo Alto Networks (PANW) | 0.1 | $380k | 1.0k | 371.46 | |
Intellia Therapeutics (NTLA) | 0.1 | $380k | 2.4k | 161.70 | |
Thermo Fisher Scientific (TMO) | 0.1 | $375k | 744.00 | 504.03 | |
Smucker J M Com New (SJM) | 0.1 | $373k | 2.9k | 129.56 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $370k | 2.4k | 154.17 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $370k | 4.3k | 86.03 | |
Carrier Global Corporation (CARR) | 0.1 | $362k | 7.4k | 48.60 | |
Cdk Global Inc equities | 0.1 | $355k | 7.1k | 49.66 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $353k | 1.0k | 345.40 | |
Northrop Grumman Corporation (NOC) | 0.1 | $330k | 909.00 | 363.04 | |
Vaneck Vectors Etf Tr Nat Res Etf (HAP) | 0.1 | $330k | 7.1k | 46.21 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $328k | 3.2k | 101.27 | |
Digital Turbine Com New (APPS) | 0.1 | $326k | 4.3k | 75.92 | |
Republic Services (RSG) | 0.1 | $326k | 3.0k | 109.99 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $324k | 2.1k | 150.77 | |
Old National Ban (ONB) | 0.1 | $323k | 18k | 17.58 | |
Bhp Group Sponsored Ads (BHP) | 0.1 | $318k | 4.4k | 72.84 | |
Rockwell Automation (ROK) | 0.1 | $317k | 1.1k | 285.59 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $316k | 3.9k | 81.13 | |
Otis Worldwide Corp (OTIS) | 0.0 | $316k | 3.9k | 81.76 | |
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $316k | 3.3k | 94.64 | |
American Tower Reit (AMT) | 0.0 | $308k | 1.1k | 270.18 | |
ConocoPhillips (COP) | 0.0 | $300k | 4.9k | 60.98 | |
Nektar Therapeutics (NKTR) | 0.0 | $298k | 17k | 17.16 | |
PNC Financial Services (PNC) | 0.0 | $294k | 1.5k | 190.91 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $293k | 597.00 | 490.79 | |
Vanguard World Fds Materials Etf (VAW) | 0.0 | $290k | 1.6k | 180.69 | |
Franklin Resources (BEN) | 0.0 | $288k | 9.0k | 32.00 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $287k | 1.0k | 286.71 | |
Microchip Technology (MCHP) | 0.0 | $287k | 1.9k | 149.79 | |
Gilead Sciences (GILD) | 0.0 | $284k | 4.1k | 68.92 | |
Genuine Parts Company (GPC) | 0.0 | $284k | 2.2k | 126.39 | |
Parker-Hannifin Corporation (PH) | 0.0 | $283k | 921.00 | 307.27 | |
Stryker Corporation (SYK) | 0.0 | $280k | 1.1k | 259.98 | |
Enterprise Products Partners (EPD) | 0.0 | $278k | 12k | 24.11 | |
AFLAC Incorporated (AFL) | 0.0 | $273k | 5.1k | 53.63 | |
Jd.com Spon Adr Cl A (JD) | 0.0 | $272k | 3.4k | 79.86 | |
Domino's Pizza (DPZ) | 0.0 | $269k | 577.00 | 466.20 | |
Square Cl A (SQ) | 0.0 | $269k | 1.1k | 243.66 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $266k | 975.00 | 272.82 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $256k | 3.1k | 82.63 | |
Ishares Msci Sth Kor Etf (EWY) | 0.0 | $255k | 2.7k | 93.10 | |
Truist Financial Corp equities (TFC) | 0.0 | $254k | 4.6k | 55.53 | |
Citigroup Com New (C) | 0.0 | $252k | 3.6k | 70.85 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $247k | 620.00 | 398.39 | |
Lyft Cl A Com (LYFT) | 0.0 | $229k | 3.8k | 60.49 | |
Fiserv (FI) | 0.0 | $227k | 2.1k | 106.87 | |
Hingham Institution for Savings (HIFS) | 0.0 | $225k | 775.00 | 290.32 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.0 | $225k | 4.5k | 49.58 | |
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $224k | 22k | 10.43 | |
Nuveen Massachusetts Pre Income Mun (NMT) | 0.0 | $224k | 15k | 15.16 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.0 | $222k | 14k | 15.65 | |
Oneok (OKE) | 0.0 | $221k | 4.0k | 55.58 | |
Royal Dutch Shell Spons Adr A | 0.0 | $218k | 5.4k | 40.38 | |
Fidelity National Information Services (FIS) | 0.0 | $210k | 1.5k | 141.80 | |
First Republic Bank/san F (FRCB) | 0.0 | $209k | 1.1k | 187.61 | |
Transunion (TRU) | 0.0 | $208k | 1.9k | 109.76 | |
Public Storage (PSA) | 0.0 | $207k | 689.00 | 300.44 | |
Advanced Micro Devices (AMD) | 0.0 | $206k | 2.2k | 94.15 | |
Tri-Continental Corporation (TY) | 0.0 | $205k | 6.0k | 34.05 | |
T. Rowe Price (TROW) | 0.0 | $205k | 1.0k | 197.69 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $202k | 3.0k | 67.40 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $201k | 2.3k | 87.81 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $200k | 19k | 10.62 | |
Guggenheim Enhanced Equity Income Fund. | 0.0 | $154k | 18k | 8.61 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $135k | 14k | 9.93 | |
Iamgold Corp (IAG) | 0.0 | $62k | 21k | 2.95 | |
Idera Pharmaceuticals Com Par | 0.0 | $12k | 10k | 1.17 |