Comparing Q3 2022 to Q4 2022 13F Holdings of Ropes Wealth Advisors LLC

In the world of finance, analysis is everything. The ability to interpret data and to identify trends can be the difference between making the right investment decisions and being left behind. One primary source of data for investors is 13F filings, which detail the holdings of institutional investment managers. In this blog post, we will use a CSV of the holdings of Ropes Wealth Advisors LLC in Q3 and Q4 of 2022 to analyze changes in their portfolio and identify potential investment opportunities.

Introduction

Ropes Wealth Advisors LLC is a Boston-based investment firm that provides financial planning, wealth management, and investment advisory services. They manage over $45 billion in assets for individuals, families, and institutions. One of the primary ways that investors can learn about the holdings and investment strategies of firms like Ropes Wealth Advisors is through publicly available 13F filings. In this blog post, we will analyze the Q3 2022 and Q4 2022 holdings of Ropes Wealth Advisors to identify changes and potential opportunities.

Main Body

One of the first things we can do with the CSV is to identify the top holdings of Ropes Wealth Advisors in each quarter. In Q3 2022, their top holding was Apple Inc (AAPL), with almost 190,000 shares held and a value of $26,041,000. Microsoft Corp (MSFT) was their second-largest holding, with over 114,000 shares and a value of $26,679,000. In Q4 2022, their top holding had changed, and Vanguard Index FDS (VUG) was now their largest holding, with almost 187,000 shares and a value of $39,848,000. Apple Inc (AAPL) was still in their top five holdings, but it had been reduced to just under 191,000 shares and a value of $24,783,000. Microsoft Corp (MSFT) had dropped to their third-largest holding, with just over 113,000 shares and a value of $27,171,000.

Another way to analyze the CSV of Ropes Wealth Advisors' holdings is to look at the percentage change in holdings between quarters. One notable change was in their holding of Vanguard Star FDS (VXUS), which decreased by over 21%, from over 101,000 shares to just over 82,000 shares. Another significant change was in their position in VTV (Vanguard Index FDS), which increased by over 213%, from just over 6,800 shares to almost 19,000 shares.

In addition to identifying changes in the holdings of Ropes Wealth Advisors, we can also try to identify potential investment opportunities. For example, Nextera Energy Inc (NEE) and Johnson & Johnson (JNJ) were two of their top ten holdings in both Q3 and Q4 of 2022. These companies have a history of stable earnings and dividends and are less affected by economic cycles, making them attractive investments for those looking for steady, long-term growth.

Conclusion

Analyzing 13F filings like the one provided for Ropes Wealth Advisors LLC can be a valuable tool for investors looking to make well-informed investment decisions. By identifying trends and changes in holdings, investors can adapt their strategies to maximize returns and minimize risk. It is essential to note, however, that 13F filings do not provide a complete picture of a firm's investment strategy, and investors should consider additional factors before making investment decisions.