Notify me when ROPES WEALTH ADVISORS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 252 | $515,285,715 | +$9,740,824 | -$74,394,812 | -$64,653,988 | AAPL, MSFT, IVV, VTI, XOM | 13F-HR | 19 Oct 2023, 15:00 |
| Q2 2023 | 274 | $602,715,685 | +$34,516,907 | -$19,340,996 | +$15,175,911 | AAPL, MSFT, IVV, VTI, XOM | 13F-HR | 07 Aug 2023, 18:03 |
| Q1 2023 | 260 | $552,952,973 | +$14,526,911 | -$48,167,273 | -$33,640,362 | MSFT, AAPL, IVV, VTI, XOM | 13F-HR | 08 May 2023, 14:12 |
| Q4 2022 | 268 | $556,463,487 | +$72,107,833 | -$32,147,390 | +$39,960,443 | VUG, MSFT, AAPL, IVV, VTI | 13F-HR | 06 Feb 2023, 17:12 |
| Q3 2022 | 254 | $475,895,000 | +$50,922,316 | -$22,371,690 | +$28,550,626 | MSFT, AAPL, IVV, VTI, XOM | 13F-HR | 01 Nov 2022, 13:52 |
| Q2 2022 | 266 | $486,211,000 | +$26,841,891 | -$28,673,449 | -$1,831,558 | MSFT, AAPL, IVV, VTI, JNJ | 13F-HR | 10 Aug 2022, 14:55 |
| Q1 2022 | 288 | $582,695,000 | +$84,209,057 | -$39,624,958 | +$44,584,099 | MSFT, AAPL, IVV, AMZN, VTI | 13F-HR | 04 May 2022, 10:34 |
| Q4 2021 | 269 | $568,347,000 | +$35,279,078 | -$121,606,630 | -$86,327,552 | AAPL, MSFT, IVV, AMZN, VTI | 13F-HR | 10 Feb 2022, 16:40 |
| Q3 2021 | 275 | $624,018,000 | +$17,443,530 | -$62,311,772 | -$44,868,242 | MRNA, MSFT, AAPL, IVV, AMZN | 13F-HR | 04 Nov 2021, 19:09 |
| Q2 2021 | 267 | $632,156,000 | +$33,082,867 | -$5,487,878 | +$27,594,989 | MRNA, MSFT, AAPL, IVV, AMZN | 13F-HR | 04 Aug 2021, 12:36 |
| Q1 2021 | 245 | $522,932,000 | +$40,959,535 | -$43,398,178 | -$2,438,643 | MSFT, AAPL, IVV, AMZN, VTI | 13F-HR | 12 May 2021, 09:10 |
| Q4 2020 | 805 | $644,514,000 | +$58,682,852 | -$18,561,694 | +$40,121,158 | MRNA, MSFT, AAPL, IVV, AMZN | 13F-HR | 05 Feb 2021, 13:43 |
| Q3 2020 | 602 | $516,110,000 | +$34,568,678 | -$29,901,628 | +$4,667,050 | MRNA, MSFT, AAPL, IVV, AMZN | 13F-HR | 16 Oct 2020, 17:14 |
| Q2 2020 | 563 | $490,019,000 | +$23,348,551 | -$75,832,852 | -$52,484,301 | MRNA, MSFT, AAPL, IVV, AMZN | 13F-HR | 20 Jul 2020, 10:26 |
| Q1 2020 | 529 | $395,260,000 | +$23,398,175 | -$63,420,993 | -$40,022,818 | MRNA, MSFT, AAPL, IVV, AMZN | 13F-HR | 24 Apr 2020, 08:13 |
| Q4 2019 | 530 | $463,945,000 | +$22,004,461 | -$75,961,891 | -$53,957,430 | MRNA, MSFT, AAPL, JPM, XOM | 13F-HR | 05 Feb 2020, 12:23 |
| Q3 2019 | 545 | $471,267,000 | +$13,974,014 | -$27,967,152 | -$13,993,138 | MRNA, MSFT, AAPL, JPM, XOM | 13F-HR | 05 Nov 2019, 13:29 |
| Q2 2019 | 555 | $473,883,000 | +$102,797,438 | -$18,129,800 | +$84,667,638 | MRNA, MSFT, AAPL, XOM, JPM | 13F-HR | 31 Jul 2019, 14:39 |
| Q1 2019 | 507 | $377,931,000 | +$8,268,473 | -$19,661,621 | -$11,393,148 | MSFT, XOM, AAPL, JNJ, JPM | 13F-HR | 15 Apr 2019, 11:11 |
| Q4 2018 | 494 | $347,281,000 | +$19,747,641 | -$22,746,033 | -$2,998,392 | MSFT, EFA, XOM, AAPL, JNJ | 13F-HR | 08 Feb 2019, 14:48 |
| Q3 2018 | 520 | $404,553,000 | +$23,732,288 | -$14,906,809 | +$8,825,479 | MSFT, AAPL, XOM, JNJ, JPM | 13F-HR | 30 Oct 2018, 16:10 |
| Q2 2018 | 557 | $369,816,000 | +$12,174,311 | -$12,540,890 | -$366,579 | XOM, AAPL, MSFT, EFA, JNJ | 13F-HR | 10 Aug 2018, 18:00 |
| Q1 2018 | 577 | $365,174,000 | +$6,366,510 | -$14,225,961 | -$7,859,451 | XOM, MSFT, AAPL, EFA, JNJ | 13F-HR | 30 Apr 2018, 11:43 |
| Q4 2017 | 777 | $382,028,000 | +$14,256,822 | -$19,761,442 | -$5,504,620 | XOM, JNJ, AAPL, EFA, MSFT | 13F-HR | 13 Feb 2018, 14:02 |
| Q3 2017 | 700 | $368,690,000 | +$20,221,301 | -$16,063,688 | +$4,157,613 | XOM, EFA, JNJ, AAPL, MSFT | 13F-HR | 09 Nov 2017, 15:13 |
| Q2 2017 | 509 | $353,446,000 | +$17,739,272 | -$17,269,785 | +$469,487 | XOM, EFA, JNJ, GE, AAPL | 13F-HR | 11 Aug 2017, 16:42 |
| Q1 2017 | 515 | $346,127,000 | +$28,479,853 | -$13,178,057 | +$15,301,796 | XOM, GE, EFA, JNJ, MSFT | 13F-HR | 04 May 2017, 16:24 |
| Q4 2016 | 483 | $318,862,000 | +$20,291,649 | -$4,412,593 | +$15,879,056 | XOM, GE, EFA, JNJ, JPM | 13F-HR | 06 Jan 2017, 11:29 |
| Q3 2016 | 452 | $295,513,000 | +$18,107,202 | -$11,846,853 | +$6,260,349 | XOM, EFA, GE, JNJ, IBM | 13F-HR | 10 Nov 2016, 10:45 |
| Q2 2016 | 467 | $286,544,000 | +$58,700,579 | -$6,248,111 | +$52,452,468 | XOM, GE, EFA, JNJ, IBM | 13F-HR | 08 Aug 2016, 16:41 |
| Q1 2016 | 451 | $226,092,000 | +$7,689,661 | -$13,898,905 | -$6,209,244 | EFA, XOM, GE, IBM, MSFT | 13F-HR | 12 May 2016, 10:37 |
| Q4 2015 | 470 | $227,311,000 | +$32,390,438 | -$8,456,755 | +$23,933,683 | EFA, XOM, GE, MSFT, IBM | Restatement | 19 May 2016, 12:33 |
| Q3 2015 | 407 | $190,690,000 | +$27,342,011 | -$7,609,725 | +$19,732,286 | EFA, XOM, GE, IBM, JNJ | Restatement | 19 May 2016, 12:09 |
| Q2 2015 | 312 | $184,232,000 | +$2,437,928 | -$7,138,825 | -$4,700,897 | EFA, XOM, GE, IBM, PFE | 13F-HR | 13 Aug 2015, 14:47 |
| Q1 2015 | 319 | $192,865,000 | $0 | $0 | $0 | EFA, XOM, GE, IBM, CNI | 13F-HR | 12 May 2015, 14:56 |