$370 Million is the total value of ROPES WEALTH ADVISORS LLC's 568 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 37.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Sell | EXXON MOBIL CORP | $13,873,000 | +10.2% | 167,696 | -0.6% | 3.75% | +8.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $10,071,000 | -5.4% | 96,649 | -0.2% | 2.72% | -6.6% |
| PFE | Sell | PFIZER INC | $8,040,000 | -1.9% | 221,619 | -4.0% | 2.17% | -3.1% |
| RTN | Sell | RAYTHEON CO | $7,299,000 | -13.8% | 37,786 | -3.7% | 1.97% | -14.9% |
| AMZN | Sell | AMAZON COM INC | $6,713,000 | +17.4% | 3,949 | -0.0% | 1.82% | +16.0% |
| CNI | Sell | CANADIAN NATL RY CO | $6,212,000 | +11.1% | 75,988 | -0.6% | 1.68% | +9.8% |
| DWDP | Sell | DOWDUPONT INC | $5,545,000 | +2.8% | 84,117 | -0.7% | 1.50% | +1.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $5,486,000 | -1.7% | 70,274 | -0.2% | 1.48% | -2.9% |
| MMM | Sell | 3M CO | $5,455,000 | -10.6% | 27,729 | -0.3% | 1.48% | -11.7% |
| CVX | Sell | CHEVRON CORP NEW | $5,393,000 | +5.1% | 42,657 | -5.2% | 1.46% | +3.7% |
| CSCO | Sell | CISCO SYS INC | $5,297,000 | -2.9% | 123,092 | -3.3% | 1.43% | -4.2% |
| HD | Sell | HOME DEPOT INC | $5,180,000 | +9.1% | 26,553 | -0.3% | 1.40% | +7.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $4,795,000 | -41.7% | 34,323 | -36.0% | 1.30% | -42.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,636,000 | +11.7% | 34,560 | -5.5% | 1.25% | +10.4% |
| PEP | Sell | PEPSICO INC | $4,052,000 | -4.5% | 37,222 | -4.3% | 1.10% | -5.7% |
| IWR | Sell | ISHARES TRrus mid cap etf | $3,563,000 | +2.1% | 16,795 | -0.7% | 0.96% | +0.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,558,000 | -0.9% | 13,029 | -3.7% | 0.96% | -2.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,251,000 | -7.0% | 17,417 | -0.6% | 0.88% | -8.2% |
| DIS | Sell | DISNEY WALT CO | $3,129,000 | +4.2% | 29,857 | -0.1% | 0.85% | +2.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,995,000 | +8.8% | 2,652 | -0.0% | 0.81% | +7.4% |
| FB | Sell | FACEBOOK INCcl a | $2,767,000 | +20.4% | 14,240 | -1.0% | 0.75% | +18.7% |
| APD | Sell | AIR PRODS & CHEMS INC | $2,663,000 | -2.1% | 17,099 | -0.1% | 0.72% | -3.4% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $2,559,000 | -1.8% | 9,275 | -0.1% | 0.69% | -2.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,412,000 | +6.6% | 2,162 | -1.4% | 0.65% | +5.2% |
| MRK | Sell | MERCK & CO INC | $2,401,000 | +9.3% | 39,548 | -1.9% | 0.65% | +8.0% |
| KO | Sell | COCA COLA CO | $2,244,000 | -5.0% | 51,155 | -5.9% | 0.61% | -6.2% |
| CB | Sell | CHUBB LIMITED | $2,222,000 | -8.2% | 17,497 | -1.1% | 0.60% | -9.4% |
| UNP | Sell | UNION PAC CORP | $2,172,000 | +3.6% | 15,331 | -1.7% | 0.59% | +2.3% |
| KMB | Sell | KIMBERLY CLARK CORP | $2,160,000 | -5.7% | 20,505 | -1.4% | 0.58% | -6.9% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $2,136,000 | -4.9% | 17,084 | -4.3% | 0.58% | -6.0% |
| ORCL | Sell | ORACLE CORP | $1,981,000 | -5.8% | 44,970 | -2.2% | 0.54% | -6.9% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,825,000 | -12.8% | 13,175 | -1.4% | 0.49% | -14.0% |
| WMT | Sell | WALMART INC | $1,745,000 | -12.8% | 20,369 | -9.5% | 0.47% | -13.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,584,000 | +6.2% | 9,673 | -1.6% | 0.43% | +4.6% |
| VIG | Sell | VANGUARD GROUPdiv app etf | $1,476,000 | -8.4% | 14,523 | -8.9% | 0.40% | -9.5% |
| WFC | Sell | WELLS FARGO CO NEW | $1,408,000 | -27.3% | 25,396 | -31.3% | 0.38% | -28.2% |
| BP | Sell | BP PLCsponsored adr | $1,259,000 | +11.3% | 27,565 | -1.2% | 0.34% | +9.7% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $1,223,000 | -6.6% | 18,732 | -1.7% | 0.33% | -7.8% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,179,000 | +3.5% | 7,574 | -2.3% | 0.32% | +2.2% |
| LOW | Sell | LOWES COS INC | $1,156,000 | +7.5% | 12,091 | -1.3% | 0.31% | +6.5% |
| AMGN | Sell | AMGEN INC | $1,147,000 | +7.9% | 6,212 | -0.4% | 0.31% | +6.5% |
| TJX | Sell | TJX COS INC NEW | $1,110,000 | +13.7% | 11,666 | -2.5% | 0.30% | +12.4% |
| AFL | Sell | AFLAC INC | $1,110,000 | -1.9% | 25,800 | -0.3% | 0.30% | -3.2% |
| MO | Sell | ALTRIA GROUP INC | $1,089,000 | -28.4% | 19,169 | -21.4% | 0.29% | -29.3% |
| CME | Sell | CME GROUP INC | $1,089,000 | -22.1% | 6,641 | -23.1% | 0.29% | -23.2% |
| STX | Sell | SEAGATE TECHNOLOGY PLC | $1,061,000 | -5.6% | 18,794 | -2.1% | 0.29% | -6.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,035,000 | +2.2% | 20,569 | -2.9% | 0.28% | +1.1% |
| CAT | Sell | CATERPILLAR INC DEL | $982,000 | -8.2% | 7,238 | -0.3% | 0.27% | -9.2% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $894,000 | +6.0% | 12,909 | -2.3% | 0.24% | +4.8% |
| DE | Sell | DEERE & CO | $891,000 | -10.8% | 6,374 | -0.9% | 0.24% | -12.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $870,000 | -11.9% | 7,115 | -0.0% | 0.24% | -13.3% |
| TPR | Sell | TAPESTRY INC | $823,000 | -13.1% | 17,611 | -2.2% | 0.22% | -13.9% |
| BAC | Sell | BANK AMER CORP | $782,000 | -7.6% | 27,724 | -1.7% | 0.21% | -9.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $647,000 | -1.5% | 6,092 | -2.9% | 0.18% | -2.8% |
| BFA | Sell | BROWN FORMAN CORPcl a | $543,000 | -10.0% | 11,114 | -1.8% | 0.15% | -10.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $518,000 | +1.2% | 6,217 | -7.8% | 0.14% | 0.0% |
| HSY | Sell | HERSHEY CO | $499,000 | -6.6% | 5,362 | -0.6% | 0.14% | -7.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $480,000 | -12.4% | 14,625 | -8.9% | 0.13% | -13.3% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $440,000 | -41.6% | 7,669 | -33.3% | 0.12% | -42.2% |
| FISV | Sell | FISERV INC | $437,000 | +3.6% | 5,896 | -0.4% | 0.12% | +1.7% |
| INTU | Sell | INTUIT | $415,000 | +17.2% | 2,031 | -0.5% | 0.11% | +15.5% |
| KHC | Sell | KRAFT HEINZ CO | $379,000 | -2.3% | 6,040 | -3.1% | 0.10% | -3.8% |
| FTNT | Sell | FORTINET INC | $371,000 | +15.9% | 5,935 | -0.7% | 0.10% | +13.6% |
| D | Sell | DOMINION ENERGY INC | $359,000 | -0.6% | 5,266 | -1.7% | 0.10% | -2.0% |
| ETN | Sell | EATON CORP PLC | $356,000 | -13.4% | 4,759 | -7.6% | 0.10% | -15.0% |
| CDW | Sell | CDW CORP | $353,000 | +10.3% | 4,373 | -3.8% | 0.10% | +8.0% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $347,000 | -15.2% | 13,049 | -12.0% | 0.09% | -16.1% |
| PKG | Sell | PACKAGING CORP AMER | $344,000 | -39.3% | 3,077 | -38.9% | 0.09% | -40.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $324,000 | +9.5% | 18,344 | -6.6% | 0.09% | +8.6% |
| AEE | Sell | AMEREN CORP | $291,000 | -28.3% | 4,775 | -33.4% | 0.08% | -28.8% |
| TIF | Sell | TIFFANY & CO NEW | $257,000 | +34.6% | 1,950 | -0.2% | 0.07% | +32.7% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $248,000 | -27.1% | 1,237 | -32.7% | 0.07% | -28.0% |
| SYY | Sell | SYSCO CORP | $206,000 | +5.1% | 3,010 | -7.8% | 0.06% | +3.7% |
| PANW | Sell | PALO ALTO NETWORKS INC | $200,000 | +2.6% | 975 | -9.3% | 0.05% | +1.9% |
| FDX | Sell | FEDEX CORP | $189,000 | -7.8% | 832 | -2.3% | 0.05% | -8.9% |
| VSM | Sell | VERSUM MATLS INC | $186,000 | -1.1% | 5,001 | -0.1% | 0.05% | -2.0% |
| DVY | Sell | ISHARES TRselect divid etf | $149,000 | -3.9% | 1,526 | -6.2% | 0.04% | -4.8% |
| DLR | Sell | DIGITAL RLTY TR INC | $137,000 | -24.7% | 1,225 | -29.0% | 0.04% | -26.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $134,000 | -23.4% | 790 | -30.2% | 0.04% | -25.0% |
| TD | Sell | TORONTO DOMINION BK ONT | $128,000 | 0.0% | 2,210 | -2.2% | 0.04% | 0.0% |
| TR | Sell | TOOTSIE ROLL INDS INC | $122,000 | +5.2% | 3,940 | -0.0% | 0.03% | +3.1% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $114,000 | -14.9% | 1,860 | -11.0% | 0.03% | -16.2% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $110,000 | -0.9% | 1,661 | -4.3% | 0.03% | 0.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $104,000 | -18.1% | 695 | -22.3% | 0.03% | -20.0% |
| IBB | Sell | ISHARES TRnasdaq biotech | $99,000 | +2.1% | 900 | -0.7% | 0.03% | 0.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $88,000 | +2.3% | 1,260 | -4.5% | 0.02% | 0.0% |
| MET | Sell | METLIFE INC | $61,000 | -27.4% | 1,400 | -23.7% | 0.02% | -30.4% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $58,000 | -20.5% | 400 | -20.0% | 0.02% | -20.0% |
| VFC | Sell | V F CORP | $61,000 | +8.9% | 750 | -1.6% | 0.02% | +6.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $56,000 | -18.8% | 268 | -20.0% | 0.02% | -21.1% |
| XRAY | Sell | DENTSPLY SIRONA INC | $55,000 | -83.2% | 1,246 | -80.9% | 0.02% | -83.3% |
| FL | Sell | FOOT LOCKER INC | $45,000 | -95.4% | 850 | -96.1% | 0.01% | -95.5% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $38,000 | -5.0% | 300 | -7.4% | 0.01% | -9.1% |
| DVYA | Sell | ISHARES INCasia/pac div etf | $35,000 | -73.3% | 781 | -72.4% | 0.01% | -75.0% |
| HAL | Sell | HALLIBURTON CO | $31,000 | -11.4% | 678 | -8.7% | 0.01% | -20.0% |
| C | Sell | CITIGROUP INC | $24,000 | -63.1% | 363 | -62.4% | 0.01% | -66.7% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $24,000 | -4.0% | 331 | -6.0% | 0.01% | -14.3% |
| DAL | Sell | DELTA AIR LINES INC DEL | $24,000 | -44.2% | 485 | -38.2% | 0.01% | -50.0% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $19,000 | -17.4% | 448 | -4.9% | 0.01% | -16.7% |
| SHPG | Sell | SHIRE PLCsponsored adr | $20,000 | -78.5% | 118 | -81.0% | 0.01% | -80.0% |
| GLD | Sell | SPDR GOLD TRUST | $17,000 | -10.5% | 145 | -5.2% | 0.01% | 0.0% |
| PXD | Sell | PIONEER NAT RES CO | $14,000 | -17.6% | 75 | -25.0% | 0.00% | -20.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $14,000 | -12.5% | 400 | -11.9% | 0.00% | 0.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $11,000 | -52.2% | 109 | -47.8% | 0.00% | -50.0% |
| DXC | Sell | DXC TECHNOLOGY CO | $7,000 | -74.1% | 85 | -68.9% | 0.00% | -71.4% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $2,000 | -66.7% | 57 | -68.7% | 0.00% | -50.0% |
| MFGP | Sell | MICRO FOCUS INTERNATIONAL PLspon adr new | $2,000 | -66.7% | 136 | -68.9% | 0.00% | -50.0% |
| APC | Sell | ANADARKO PETE CORP | $5,000 | -44.4% | 75 | -50.0% | 0.00% | -50.0% |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -28 | -100.0% | 0.00% | – |
| OA | Exit | ORBITAL ATK INC | $0 | – | -11 | -100.0% | 0.00% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| LILA | Exit | LIBERTY LATIN AMERICA LTD | $0 | – | -42 | -100.0% | 0.00% | – |
| FRN | Exit | CLAYMORE EXCHANGE TRD FD TRgugg frntr mkt | $0 | – | -53 | -100.0% | 0.00% | – |
| HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -10 | -100.0% | 0.00% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -13 | -100.0% | 0.00% | – |
| PSDV | Exit | PSIVIDA CORP | $0 | – | -125 | -100.0% | 0.00% | – |
| GRX | Exit | GABELLI HLTHCARE & WELLNESS | $0 | – | -47 | -100.0% | 0.00% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -36 | -100.0% | 0.00% | – |
| PBE | Exit | POWERSHARES ETF TRUSTdyn biot & gen | $0 | – | -19 | -100.0% | 0.00% | – |
| EBAY | Exit | EBAY INC | $0 | – | -25 | -100.0% | 0.00% | – |
| DISH | Exit | DISH NETWORK CORPcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| GUT | Exit | GABELLI UTIL TR | $0 | – | -178 | -100.0% | 0.00% | – |
| EVR | Exit | EVERCORE INCclass a | $0 | – | -20 | -100.0% | -0.00% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -39 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP NEW | $0 | – | -39 | -100.0% | -0.00% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -15 | -100.0% | -0.00% | – |
| EWD | Exit | ISHARES INCmsci sweden etf | $0 | – | -149 | -100.0% | -0.00% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -52 | -100.0% | -0.00% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -32 | -100.0% | -0.00% | – |
| SONY | Exit | SONY CORPsponsored adr | $0 | – | -40 | -100.0% | -0.00% | – |
| DCMYY | Exit | NTT DOCOMO INCspons adr | $0 | – | -115 | -100.0% | -0.00% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -6 | -100.0% | -0.00% | – |
| EZU | Exit | ISHARES INCmsci eurzone etf | $0 | – | -51 | -100.0% | -0.00% | – |
| UNM | Exit | UNUM GROUP | $0 | – | -32 | -100.0% | -0.00% | – |
| CHUBA | Exit | COMMERCEHUB INC | $0 | – | -106 | -100.0% | -0.00% | – |
| CHUBK | Exit | COMMERCEHUB INC | $0 | – | -214 | -100.0% | -0.00% | – |
| CBI | Exit | CHICAGO BRIDGE & IRON CO N V | $0 | – | -150 | -100.0% | -0.00% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -24 | -100.0% | -0.00% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -15 | -100.0% | -0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -55 | -100.0% | -0.00% | – |
| GXP | Exit | GREAT PLAINS ENERGY INC | $0 | – | -76 | -100.0% | -0.00% | – |
| GAB | Exit | GABELLI EQUITY TR INC | $0 | – | -539 | -100.0% | -0.00% | – |
| MPLX | Exit | MPLX LP | $0 | – | -140 | -100.0% | -0.00% | – |
| XOP | Exit | SPDR SERIES TRUSTs&p oilgas exp | $0 | – | -44 | -100.0% | -0.00% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -16 | -100.0% | -0.00% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -117 | -100.0% | -0.00% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -978 | -100.0% | -0.00% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -165 | -100.0% | -0.00% | – |
| ACM | Exit | AECOM | $0 | – | -500 | -100.0% | -0.01% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -357 | -100.0% | -0.01% | – |
| SCG | Exit | SCANA CORP NEW | $0 | – | -540 | -100.0% | -0.01% | – |
| HMC | Exit | HONDA MOTOR LTD | $0 | – | -646 | -100.0% | -0.01% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -186 | -100.0% | -0.01% | – |
| GLIBA | Exit | GCI LIBERTY INC | $0 | – | -644 | -100.0% | -0.01% | – |
| DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -2,139 | -100.0% | -0.01% | – |
| CUT | Exit | CLAYMORE EXCHANGE TRD FD TRgugg msci gb etf | $0 | – | -1,344 | -100.0% | -0.01% | – |
| AVGO | Exit | BROADCOM LTD | $0 | – | -190 | -100.0% | -0.01% | – |
| PRF | Exit | POWERSHARES ETF TRUSTftse rafi 1000 | $0 | – | -400 | -100.0% | -0.01% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -5,456 | -100.0% | -0.01% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -394 | -100.0% | -0.02% | – |
| CGW | Exit | CLAYMORE EXCHANGE TRD FD TRgugg s&p gbl wtr | $0 | – | -1,850 | -100.0% | -0.02% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -1,128 | -100.0% | -0.02% | – |
| FXE | Exit | CURRENCYSHARES EURO TR | $0 | – | -800 | -100.0% | -0.03% | – |
| QRTEA | Exit | LIBERTY INTERACTIVE CORP | $0 | – | -4,462 | -100.0% | -0.03% | – |
| XLG | Exit | RYDEX ETF TRUSTguggenhm s&p 500 | $0 | – | -1,496 | -100.0% | -0.08% | – |
| MON | Exit | MONSANTO CO NEW | $0 | – | -3,326 | -100.0% | -0.11% | – |
| RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -4,112 | -100.0% | -0.11% | – |
| TWX | Exit | TIME WARNER INC | $0 | – | -7,657 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 35 | Q3 2023 | 6.8% |
| APPLE INC | 35 | Q3 2023 | 6.8% |
| EXXON MOBIL CORP | 35 | Q3 2023 | 6.8% |
| ISHARES TR | 35 | Q3 2023 | 9.7% |
| JOHNSON & JOHNSON | 35 | Q3 2023 | 3.6% |
| ISHARES TR | 35 | Q3 2023 | 4.4% |
| JPMORGAN CHASE & CO | 35 | Q3 2023 | 2.9% |
| PFIZER INC | 35 | Q3 2023 | 2.8% |
| PROCTER & GAMBLE CO | 35 | Q3 2023 | 2.4% |
| INTERNATIONAL BUSINESS MACHS | 35 | Q3 2023 | 3.6% |
View ROPES WEALTH ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-08-04 |
View ROPES WEALTH ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.