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| Name: |
Ropes Wealth Advisors LLC |
| City: |
Boston |
| State: |
MA |
| Zip: |
02199-3600 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DASH |
Doordash Inc |
142 |
New |
$114.84 |
$582,000 |
7,326 |
0.11% |
582,000 |
7,326 |
0.002 |
N/A |
|
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OKE |
ONEOK Inc |
171 |
New |
$80.07 |
$432,000 |
6,806 |
0.08% |
432,000 |
6,806 |
0 |
Gas Utilities |
|
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VCIT |
Vanguard Intermediate-Term |
185 |
New |
$79.12 |
$381,000 |
5,015 |
0.07% |
381,000 |
5,015 |
0.001 |
Closed - End Fund - Debt |
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MGK |
Vanguard Mega Cap 300 Gr In... |
210 |
New |
$277.92 |
$301,000 |
1,325 |
0.06% |
301,000 |
1,325 |
0.003 |
Closed - End Fund - E... |
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EOG |
EOG Resources Inc |
211 |
New |
$130.10 |
$300,000 |
2,367 |
0.06% |
300,000 |
2,367 |
0 |
Independent Oil & Gas |
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MGV |
Vanguard Mega Cap 300 Value... |
227 |
New |
$116.05 |
$262,000 |
2,581 |
0.05% |
262,000 |
2,581 |
0.003 |
Closed - End Fund - E... |
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CME |
CME Group Inc |
240 |
New |
$208.46 |
$231,000 |
1,152 |
0.04% |
231,000 |
1,152 |
0 |
Business Services |
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MMC |
Marsh & McLennan Companies Inc |
243 |
New |
$205.55 |
$212,000 |
1,114 |
0.04% |
212,000 |
1,114 |
0.001 |
Insurance Brokers |
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CDW |
Cdw Corp |
245 |
New |
$222.46 |
$211,000 |
1,045 |
0.04% |
211,000 |
1,045 |
0.002 |
Catalog & Mail Order ... |
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BKNG |
Booking Holdings Inc |
249 |
New |
$3,805.75 |
$204,000 |
66 |
0.04% |
204,000 |
66 |
0 |
Internet Software & S... |
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