Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ROPES WEALTH ADVISORS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 31, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
69,236 |
$13,703k |
|
|
Amazon.com Inc (023135106)
|
4,436 |
$8,400k |
|
|
ADP (053015103)
|
32,592 |
$5,388k |
|
|
3M CO (88579Y101)
|
27,852 |
$4,828k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
20,835 |
$4,441k |
|
|
ABBOTT LABS (002824100)
|
47,815 |
$4,021k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
17,227 |
$3,900k |
|
|
ALPHABET INC (02079K305)
|
3,168 |
$3,430k |
|
|
ABBVIE INC (00287Y109)
|
42,203 |
$3,069k |
|
|
Boeing Co/The (097023105)
|
8,250 |
$3,003k |
|
|
Alphabet Inc (02079K107)
|
2,721 |
$2,941k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
7 |
$2,228k |
|
|
AT&T INC (00206R102)
|
64,126 |
$2,149k |
|
|
BECTON DICKINSON (075887109)
|
6,801 |
$1,714k |
|
|
AFLAC INC (001055102)
|
30,170 |
$1,654k |
|
|
AMGEN INC (031162100)
|
6,844 |
$1,261k |
|
|
American Express Co. (025816109)
|
8,646 |
$1,067k |
|
|
Bank of America Corp. (060505104)
|
33,171 |
$962k |
|
|
BIOGEN INC (09062X103)
|
3,926 |
$918k |
|
|
AEP (025537101)
|
8,727 |
$768k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
3,458 |
$707k |
|
|
BAXTER INTL INC (071813109)
|
7,032 |
$576k |
|
|
BANK HAWAII CORP (062540109)
|
6,400 |
$531k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,733 |
$505k |
|
|
BHP BILLITON LTD (088606108)
|
8,350 |
$485k |
|
|
ADOBE INC (00724F101)
|
1,523 |
$449k |
|
|
Aptiv PLC (G6095L109)
|
4,840 |
$391k |
|
|
BlackRock, Inc. (09247X101)
|
818 |
$384k |
|
|
AptarGroup, Inc. (038336103)
|
3,000 |
$373k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,826 |
$371k |
|
|
AMERIPRISE FINL INC (03076C106)
|
1,477 |
$214k |
|
|
ALLSTATE CORP (020002101)
|
2,030 |
$206k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,125 |
$191k |
|
|
BLACKSTONE GROUP (09253U108)
|
4,100 |
$182k |
|
|
ANALOG DEVICES INC (032654105)
|
1,479 |
$167k |
|
|
ASML Holdings NV - NY Reg Shs (N07059210)
|
778 |
$162k |
|
|
AMEREN CORPORATION (023608102)
|
1,330 |
$100k |
|
|
BLACKROCK MUNI INTER DR FD I (09253X102)
|
7,150 |
$100k |
|
|
Autodesk Inc (052769106)
|
531 |
$86k |
|
|
ABIOMED INC (003654100)
|
299 |
$78k |
|
|
Applied Materials, Inc. (038222105)
|
1,500 |
$67k |
|
|
ALLIANCEBERNSTEIN HOLDING LP (01881G106)
|
2,000 |
$59k |
|
|
ALLERGAN PLC (G0177J108)
|
331 |
$55k |
|
|
ARMSTRONG WORLD INDUSTRIES (04247X102)
|
500 |
$49k |
|
|
APERGY CORP (03755L104)
|
1,394 |
$47k |
|
|
AQUA AMERICA INC (03836W103)
|
1,000 |
$41k |
|
|
BioTelemetry (BEAT) (090672106)
|
800 |
$39k |
|
|
BLACKROCK HEALTH SCIENCES TR (09250W107)
|
1,000 |
$39k |
|
|
ALLIANCEBERNSTEIN GBL HGH IN (01879R106)
|
3,200 |
$38k |
|
|
ASTRAZENECA (046353108)
|
920 |
$38k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
1,160 |
$35k |
|
|
AFFILIATED MANAGERS GROUP IN (008252108)
|
375 |
$35k |
|
|
BANK OF NT BUTTERFIELD & SON LTD (G0772R208)
|
1,000 |
$34k |
|
|
ALCON INC (H01301128)
|
489 |
$30k |
|
|
BCE INC (05534B760)
|
630 |
$29k |
|
|
ARES CAP CORP (04010L103)
|
1,500 |
$27k |
|
|
ABB LTD (000375204)
|
1,215 |
$24k |
|
|
BB&T CORPORATION (054937107)
|
335 |
$16k |
|
|
AURORA CANNABIS (05156X108)
|
1,655 |
$13k |
|
|
BLOCK H & R INC (093671105)
|
412 |
$12k |
|
|
AUTOZONE INC (053332102)
|
10 |
$11k |
|
|
ALTRA INDL MOTION (02208R106)
|
200 |
$7k |
|
|
ANHEUSER BUSCH INBEV (03524A108)
|
69 |
$6k |
|
|
APOLLO ENDOSURGERY INC (03767D108)
|
1,600 |
$5k |
|
|
Baidu Inc (056752108)
|
43 |
$5k |
|
|
ALIGN TECHNOLOGY INC (016255101)
|
14 |
$4k |
|
|
ANADARKO PETE (032511107)
|
51 |
$4k |
|
|
AVANOS MEDICAL INC (05350V106)
|
62 |
$3k |
|
|
ADVANSIX INC (00773T101)
|
80 |
$2k |
|
|
ADIENT PLC (G0084W101)
|
46 |
$1k |
|
|
BLACKBERRY LIMITED (09228F103)
|
125 |
$1k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.