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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
105
28
22
4
17
1
73
30
22
ROPES WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings517

Total Value ($x1000)377,999
Activities
New51

Increased93

Unchanged247

Decreased126

Sold Out34

Top 10 Stock Holdingstotal 27.13%
MSFT4.61

XOM3.61

AAPL3.49

JNJ2.88

JPM2.65

 
PFE2.38

EFA2.16

AMZN1.94

PG1.74

RTN1.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.61%
COM
XOM
3.61%
COM
AAPL
3.49%
COM
JNJ
2.88%
COM
JPM
2.65%
COM
PFE
2.38%
COM
EFA
2.16%
MSCI EAFE ETF
AMZN
1.94%
COM
PG
1.74%
COM
RTN
1.67%
COM NEW
IBM
1.66%
COM
CNI
1.62%
COM
CSCO
1.6%
COM
MMM
1.6%
COM
EEMV
1.52%
EM MK MINVOL ETF
HD
1.46%
COM
NEE
1.43%
COM
ADP
1.39%
COM
INTC
1.36%
COM
CVX
1.3%
COM
PEP
1.25%
COM
IVV
1.2%
CORE S&P500 ETF
MCD
1.17%
COM
BRK.B
1.1%
CL B NEW
DIS
1.03%
COM DISNEY
DWDP
0.97%
COM
APD
0.94%
COM
MRK
0.93%
COM
ABBV
0.92%
COM
IWR
0.9%
RUS MID-CAP ETF
GOOGL
0.88%
CAP STK CL A
BMY
0.87%
COM
BA
0.84%
COM
V
0.82%
COM CL A
ABT
0.82%
COM
GE
0.79%
COM
ROP
0.79%
COM
GOOG
0.77%
CAP STK CL C
CB
0.69%
COM
GIS
0.68%
COM
VOO
0.67%
SHS
ORCL
0.66%
COM
KMB
0.64%
COM
KO
0.62%
COM
NSC
0.6%
COM
UNP
0.6%
COM
FB
0.59%
CL A
T
0.59%
COM
UTX
0.58%
COM
BRK.A
0.56%
CL A
WMT
0.51%
COM
NTRS
0.5%
COM
ITW
0.5%
COM
SCZ
0.45%
EAFE SML CP ETF
BDX
0.45%
COM
IDXX
0.43%
COM
CAT
0.41%
COM
AFL
0.4%
COM
AJG
0.39%
COM
LIN
0.38%
COM
PLD
0.38%
COM
SPY
0.38%
TR UNIT
WFC
0.36%
COM
NKE
0.36%
CL B
LOW
0.36%
COM
CL
0.36%
COM
IWM
0.36%
RUSSELL 2000 ETF
AMGN
0.35%
COM
PM
0.35%
COM
VT
0.35%
TT WRLD ST ETF
TXN
0.34%
COM
TJX
0.34%
COM
VZ
0.34%
COM
BP
0.31%
SPONSORED ADR
GILD
0.31%
COM
VB
0.3%
SMALL CP ETF
EEM
0.29%
MSCI EMG MKT ETF
IWF
0.29%
RUS 1000 GRW ETF
CME
0.28%
COM
CMCSA
0.28%
CL A
WBA
0.28%
COM
MA
0.28%
CL A
VO
0.28%
MID CAP ETF
GSLC
0.28%
EQUITY ETF
USB
0.27%
COM NEW
KSS
0.26%
COM
DE
0.26%
COM
LMT
0.26%
COM
EPR
0.26%
COM SH BEN INT
VIG
0.26%
DIV APP ETF
VWO
0.25%
FTSE EMR MKT ETF
AXP
0.25%
COM
BIIB
0.25%
COM
VSS
0.24%
FTSE SMCAP ETF
BAC
0.24%
COM
IPG
0.24%
COM
VNQ
0.23%
REIT ETF
PAYX
0.23%
COM
EMR
0.22%
COM
STX
0.22%
SHS
CLNY
0.22%
CL A COM
GLW
0.21%
COM
STT
0.21%
COM
XLE
0.2%
SBI INT-ENERGY
CMI
0.2%
COM
AEP
0.19%
COM
IJR
0.19%
CORE S&P SCP ETF
COST
0.19%
COM
VEU
0.19%
ALLWRLD EX US
CVS
0.18%
COM
HIG
0.18%
COM
VTI
0.18%
TOTAL STK MKT
UPS
0.18%
CL B
LLY
0.18%
COM
CAH
0.18%
COM
DUK
0.18%
COM NEW
WY
0.17%
COM
RDS/A
0.17%
SPONS ADR A
VLO
0.17%
COM
MO
0.17%
COM
MCO
0.16%
COM
DOV
0.16%
COM
HSY
0.16%
COM
MDT
0.16%
SHS
PYPL
0.16%
COM
VEA
0.15%
FTSE DEV MKT ETF
IJH
0.15%
CORE S&P MCP ETF
BAX
0.15%
COM
TPR
0.15%
COM
SBUX
0.15%
COM
BF/A
0.15%
CL A
DHR
0.14%
COM
NVO
0.14%
ADR
CDW
0.14%
COM
MGK
0.13%
MEGA GRWTH IND
BOH
0.13%
COM
IP
0.13%
COM
SLB
0.13%
COM
RSP
0.13%
S&P500 EQL WGT
EFV
0.13%
EAFE VALUE ETF
FISV
0.13%
COM
NVS
0.13%
SPONSORED ADR
NFLX
0.13%
COM
BHP
0.12%
SPONSORED ADR
M
0.12%
COM
CDK
0.12%
COM
GD
0.12%
COM
IWD
0.12%
RUS 1000 VAL ETF
INTU
0.12%
COM
MSI
0.12%
COM NEW
D
0.12%
COM
CRM
0.12%
COM
BF/B
0.12%
CL B
SHW
0.11%
COM
PPL
0.11%
COM
ACN
0.11%
SHS CLASS A
FTNT
0.11%
COM
QCOM
0.11%
COM
EOG
0.1%
COM
APTV
0.1%
SHS
VOE
0.1%
MCAP VL IDXVIP
ZMH
0.1%
COM
CELG
0.1%
COM
HON
0.1%
COM
MDLZ
0.1%
CL A
ADBE
0.1%
COM
BR
0.09%
COM
CI
0.09%
COM
VBR
0.09%
SM CP VAL ETF
HXL
0.09%
COM
DELL
0.09%
CL C
TRV
0.09%
COM
EMPIRE S...
0.09%
UNIT LTD PRT 60
AVGO
0.09%
COM
IVZ
0.08%
SHS
TSLA
0.08%
COM
ATR
0.08%
COM
BLK
0.08%
COM
KMI
0.08%
COM
IVE
0.08%
S&P 500 VAL ETF
ONB
0.08%
COM
UAA
0.08%
CL A
BEN
0.08%
COM
ITOT
0.08%
CORE S&P TTL STK
XLG
0.08%
S&P 500 TOP 50
DIA
0.08%
UT SER 1
HBAN
0.08%
COM
IWB
0.08%
RUS 1000 ETF
IPGP
0.07%
COM
EPD
0.07%
COM
IR
0.07%
SHS
ETN
0.07%
SHS
YUM
0.07%
COM
XLU
0.07%
SBI INT-UTILS
XLF
0.07%
SBI INT-FINL
LQD
0.07%
IBOXX INV CP ETF
HAP
0.07%
NAT RES ETF
UNH
0.07%
COM
MMP
0.06%
COM UNIT RP LP
ILMN
0.06%
COM
IEMG
0.06%
CORE MSCI EMKT
XBI
0.06%
S&P BIOTECH
UA/C
0.06%
CL C
EW
0.06%
COM
KLAC
0.06%
COM
PFG
0.06%
COM
ULTA
0.06%
COM
COP
0.06%
COM
MDY
0.06%
UTSER1 S&PDCRP
SJM
0.06%
COM NEW
VHT
0.05%
HEALTH CAR ETF
TIF
0.05%
COM
CNP
0.05%
COM
VSM
0.05%
COM
PKG
0.05%
COM
CAKE
0.05%
COM
PANW
0.05%
COM
ZTS
0.05%
CL A
INFO
0.05%
SHS
DVY
0.05%
SELECT DIVID ETF
SO
0.05%
COM
RIO
0.05%
SPONSORED ADR
PPG
0.05%
COM
CHD
0.05%
COM
BSJK
0.05%
BULSHS 2020 HY
FDX
0.05%
COM
OKE
0.05%
COM
SRE
0.05%
COM
WPC
0.05%
COM
AMG
0.05%
COM
BSJM
0.05%
BULSHS 2022 HY
AEE
0.04%
COM
PSX
0.04%
COM
GSG
0.04%
UNIT BEN INT
HIFS
0.04%
COM
PNC
0.04%
COM
IRBT
0.04%
COM
IHI
0.04%
U.S. MED DVC ETF
ADI
0.04%
COM
TR
0.04%
COM
ICF
0.04%
COHEN&STEER REIT
SYY
0.04%
COM
GSIE
0.04%
ACTIVEBETA INT
TEL
0.04%
REG SHS
SYK
0.04%
COM
GSK
0.04%
SPONSORED ADR
EXC
0.04%
COM
VYM
0.04%
HIGH DIV YLD
BKNG
0.04%
COM
LKQ
0.04%
COM
MAR
0.04%
CL A
ASML
0.04%
N Y REGISTRY SHS
ROK
0.03%
COM
BSJL
0.03%
BULSHS 2021 HY
BFAM
0.03%
COM
QQQ
0.03%
UNIT SER 1
GEM
0.03%
ACTIVEBETA EME
GNRC
0.03%
COM
DAL
0.03%
COM NEW
HYG
0.03%
IBOXX HI YD ETF
SCHB
0.03%
US BRD MKT ETF
TD
0.03%
COM NEW
PHO
0.03%
WATER RES ETF
HPE
0.03%
COM
VRTX
0.03%
COM
VFH
0.03%
FINANCIALS ETF
VUG
0.03%
GROWTH ETF
TRU
0.03%
COM
BSJJ
0.03%
BULSHS 2019 HY
WAB
0.03%
COM
PSA
0.02%
COM
MFC
0.02%
COM
LSXMK
0.02%
COM C SIRIUSXM
VTWO
0.02%
VNG RUS2000IDX
JWN
0.02%
COM
BABA
0.02%
SPONSORED ADS
TMO
0.02%
COM
HCSG
0.02%
COM
OXY
0.02%
COM
MMC
0.02%
COM
AMT
0.02%
COM
ABMD
0.02%
COM
XLC
0.02%
COMMUNICATION
ADSK
0.02%
COM
PH
0.02%
COM
PNFP
0.02%
COM
XYL
0.02%
COM
COG
0.02%
COM
GM
0.02%
COM
PAYC
0.02%
COM
XLY
0.02%
SBI CONS DISCR
BX
0.02%
COM UNIT LTD
QRTEA
0.02%
COM SER A
CC
0.02%
COM
EMPIRE S...
0.02%
UNIT LTD PRTNSP
RSG
0.02%
COM
DVYA
0.02%
ASIA/PAC DIV ETF
IWP
0.02%
RUS MD CP GR ETF
FXI
0.02%
CHINA LG-CAP ETF
TGT
0.02%
COM
HES
0.02%
COM
VFC
0.02%
COM
TFI
0.02%
NUVN BRCLY MUNI
DRI
0.02%
COM
CAC
0.02%
COM
APY
0.02%
COM
FIS
0.02%
COM
ENB
0.02%
COM
MET
0.02%
COM
AMAT
0.02%
COM
KHC
0.02%
COM
BSX
0.02%
COM
AB
0.02%
UNIT LTD PARTN
MS
0.02%
COM NEW
NVDA
0.02%
COM
LRCX
0.02%
COM
PTY
0.01%
COM
TIP
0.01%
TIPS BD ETF
LBRDK
0.01%
COM SER C
ACWI
0.01%
MSCI ACWI ETF
HBC
0.01%
SPON ADR NEW
XRX
0.01%
COM NEW
FRC
0.01%
COM
HPQ
0.01%
COM
BB
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
IWS
0.01%
RUS MDCP VAL ETF
XLV
0.01%
SBI HEALTHCARE
BEAT
0.01%
COM
CWB
0.01%
BRC CNV SECS ETF
IWN
0.01%
RUS 2000 VAL ETF
TOTL
0.01%
SPDR TR TACTIC
AGN
0.01%
SHS
VCSH
0.01%
SHRT TRM CORP BD
LULU
0.01%
COM
WMB
0.01%
COM
MINT
0.01%
ENHAN SHRT MAT
CSX
0.01%
COM
JPST
0.01%
ULTRA SHRT INC
SCHF
0.01%
INTL EQTY ETF
TOT
0.01%
SPONSORED ADR
PRU
0.01%
COM
LSXMA
0.01%
COM A SIRIUSXM
PRF
0.01%
FTSE RAFI 1000
EPP
0.01%
MSCI PAC JP ETF
TDOC
0.01%
COM
FLOT
0.01%
FLTG RATE BD ETF
ITR
0.01%
INTR TRM CORP BD
VAR
0.01%
COM
BNDX
0.01%
INTL BD IDX ETF
MPC
0.01%
COM
PJT
0.01%
COM CL A
KEY
0.01%
COM
PVH
0.01%
COM
BME
0.01%
COM
VRSK
0.01%
CL A
PGR
0.01%
COM
TUP
0.01%
COM
TSN
0.01%
CL A
HRB
0.01%
COM
HRS
0.01%
COM
AWF
0.01%
COM
AZN
0.01%
SPONSORED ADR
DHI
0.01%
COM
NTB
0.01%
SHS NEW
JLL
0.01%
COM
GWPH
0.01%
ADS
SU
0.01%
COM
NUE
0.01%
COM
EA
0.01%
COM
GPC
0.01%
COM
DBC
0.01%
UNIT
YEXT
0.01%
COM
XLNX
0.01%
COM
YUMC
0.01%
COM
URI
0.01%
COM
AMP
0.01%
COM
IVW
0.01%
S&P 500 GRWT ETF
CMS
0.01%
COM
XRAY
0.01%
COM
SBR
0.01%
UNIT BEN INT
MXIM
0.01%
COM
BCE
0.01%
COM NEW
ZION
0.01%
COM
CRON
0.01%
COM
DGX
0.01%
COM
OMC
0.01%
COM
POR
0.01%
COM NEW
TWLO
0.01%
CL A
ZEN
0.01%
COM
IGV
0.01%
NA TEC-SFTWR ETF
RDS/B
0.01%
SPON ADR B
ELAN
0.01%
COM
TXT
0.01%
COM
MKC
0.01%
COM NON VTG
COF
0.01%
COM
ABB
0.01%
SPONSORED ADR
ECL
0.01%
COM
CGC
0.01%
COM
EFAV
0.01%
EAFE MIN VOL ETF
SHOP
0.01%
CL A
WM
0.01%
COM
QTWO
0.01%
COM
UN
0.01%
N Y SHS NEW
EWZ
0.01%
MSCI BRZ CAP ETF
TECH
0.01%
COM
CLX
0.01%
COM
CUT
0.01%
MSCI GBL TIMBR
IEV
0.01%
EUROPE ETF
TNDM
0.01%
COM NEW
GS
0.01%
COM
HAL
0.01%
COM
SEE
0.01%
COM
NXPI
< 0.01%
COM
SHAK
< 0.01%
CL A
EPC
< 0.01%
COM
GDV
< 0.01%
COM
ENR
< 0.01%
COM
AGG
< 0.01%
CORE TOTUSBD ETF
IYC
< 0.01%
U.S. CNSM SV ETF
CHTR
< 0.01%
CL A
VOD
< 0.01%
SPNSR ADR NO PAR
ED
< 0.01%
COM
STZ
< 0.01%
CL A
EEFT
< 0.01%
COM
C
< 0.01%
COM NEW
BBT
< 0.01%
COM
LEN
< 0.01%
CL A
VTR
< 0.01%
COM
ACB
< 0.01%
COM
SPG
< 0.01%
COM
DVN
< 0.01%
COM
UHS
< 0.01%
CL B
BTI
< 0.01%
SPONSORED ADR
UBS
< 0.01%
SHS
VPU
< 0.01%
UTILITIES ETF
DEM
< 0.01%
EMERG MKTS ETF
MRNA
< 0.01%
COM
TRP
< 0.01%
COM
XLI
< 0.01%
SBI INT-INDS
TAK
< 0.01%
SPONSORED ADS
NYF
< 0.01%
NY AMTFRE MU ETF
EZU
< 0.01%
EMU ETF
DSW
< 0.01%
CL A
GLD
< 0.01%
GOLD SHS
PAA
< 0.01%
UNIT LTD PARTN
PXD
< 0.01%
COM
LYB
< 0.01%
SHS - A -
AMD
< 0.01%
COM
AZO
< 0.01%
COM
AIMC
< 0.01%
COM
EFG
< 0.01%
EAFE GRWTH ETF
MGM
< 0.01%
COM
IWO
< 0.01%
RUS 2000 GRW ETF
PCAR
< 0.01%
COM
MU
< 0.01%
COM
IJS
< 0.01%
SP SMCP600VL ETF
ETY
< 0.01%
COM
SIRI
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
CLB
< 0.01%
COM
BND
< 0.01%
TOTAL BND MRKT
CFG
< 0.01%
COM
FLT
< 0.01%
COM
LEG
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
HUBS
< 0.01%
COM
WEN
< 0.01%
COM
LB
< 0.01%
COM
FCPT
< 0.01%
COM
APEN
< 0.01%
COM
WP
< 0.01%
CL A
BUD
< 0.01%
SPONSORED ADR
PRNT
< 0.01%
3D PRINTING ETF
REZI
< 0.01%
COM
GNR
< 0.01%
GLB NAT RESRCE
NTLA
< 0.01%
COM
PEG
< 0.01%
COM
EDIT
< 0.01%
COM
GBT
< 0.01%
COM
XON
< 0.01%
COM
CRSP
< 0.01%
NAMEN AKT
SONO
< 0.01%
COM
MDC
< 0.01%
COM
ZYNE
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
CDXS
< 0.01%
COM
RF
< 0.01%
COM
DLPH
< 0.01%
SHS
NRZ
< 0.01%
COM NEW
TCO
< 0.01%
COM
YELP
< 0.01%
CL A
ALGN
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
GTX
< 0.01%
COM
AVNS
< 0.01%
COM
STOR
< 0.01%
COM
SYF
< 0.01%
COM
KDP
< 0.01%
COM
ASIX
< 0.01%
COM
APC
< 0.01%
COM
QSR
< 0.01%
COM
TDC
< 0.01%
COM
JCI
< 0.01%
SHS
NOK
< 0.01%
SPONSORED ADR
NCR
< 0.01%
COM
PRSP
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
IEFA
< 0.01%
CORE MSCI EAFE
HOG
< 0.01%
COM
PNR
< 0.01%
SHS
NVT
< 0.01%
SHS
DXC
< 0.01%
COM
MNK
< 0.01%
SHS
FTR
< 0.01%
COM NEW
ADNT
< 0.01%
ORD SHS
AIV
< 0.01%
CL A
PFF
0.09%
U.S. PFD STK ETF
K
0.06%
COM
AIG
0.05%
COM NEW
ATHN
0.05%
COM
DNB
0.04%
COM
DLR
0.03%
COM
ACWX
0.02%
MSCI ACWI US ETF
EFX
0.02%
COM
CGW
0.02%
S&P GBL WATER
PGX
0.02%
PFD ETF
OKTA
0.01%
CL A
GPS
0.01%
COM
IDRA
0.01%
COM PAR
WDC
0.01%
COM
CXO
0.01%
COM
OLED
0.01%
COM
SHPG
0.01%
SPONSORED ADR
SDY
0.01%
S&P DIVID ETF
FWONK
0.01%
COM C MEDIA GRP
LEXEA
< 0.01%
COM
LVS
< 0.01%
COM
ATRA
< 0.01%
COM
LGF/B
< 0.01%
CL B NON VTG
CLDR
< 0.01%
COM
IDV
< 0.01%
INTL SEL DIV ETF
FWONA
< 0.01%
COM A MEDIA GRP
SIVB
< 0.01%
COM
FANG
< 0.01%
COM
ORLY
< 0.01%
COM
TEAM
< 0.01%
CL A
NRG
< 0.01%
COM NEW
HCP
< 0.01%
COM
ATVI
< 0.01%
COM
CTSH
< 0.01%
CL A