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Home > Institutional Investor > Ropes Wealth Advisors Llc > Profile

Instuitional Investor - Ropes Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Ropes Wealth Advisors Llc
Portfolio Value $515,285,715
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 195,650 $33,497,174 6.5%
2.
Microsoft Corp
 MSFT 103,673 $32,734,805 6.35%
3.
Ishares Trust
 IEF 51,280 $22,021,018 4.27%
4.
Vanguard Index Fds
 103,545 $21,993,941 4.26%
5.
Exxon Mobil Corp
 XOM 108,782 $12,790,606 2.48%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)