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Stock Style
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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
21
4
15
1
77
27
24
ROPES WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings500

Total Value ($x1000)347,286
Activities
New35

Increased74

Unchanged225

Decreased166

Sold Out62

Top 10 Stock Holdingstotal 27.96%
MSFT4.38

EFA3.59

XOM3.34

AAPL3.1

JNJ2.89

 
JPM2.76

PFE2.69

PG1.77

SCZ1.74

AMZN1.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.38%
COM
EFA
3.59%
MSCI EAFE ETF
XOM
3.34%
COM
AAPL
3.1%
COM
JNJ
2.89%
COM
JPM
2.76%
COM
PFE
2.69%
COM
PG
1.77%
COM
SCZ
1.74%
EAFE SML CP ETF
AMZN
1.7%
COM
MMM
1.58%
COM
EEMV
1.56%
EM MK MINVOL ETF
RTN
1.54%
COM NEW
IBM
1.54%
COM
CNI
1.54%
COM
NEE
1.47%
COM
CSCO
1.4%
COM
HD
1.37%
COM
INTC
1.28%
COM
CVX
1.25%
COM
BRK.B
1.25%
CL B NEW
ADP
1.25%
COM
PEP
1.23%
COM
ABBV
1.21%
COM
MCD
1.2%
COM
DWDP
1.13%
COM
IVV
1.11%
CORE S&P500 ETF
DIS
1.03%
COM DISNEY
BMY
1.02%
COM
MRK
0.92%
COM
ABT
0.86%
COM
IWR
0.83%
RUS MID-CAP ETF
GOOGL
0.82%
CAP STK CL A
APD
0.81%
COM
BA
0.75%
COM
V
0.74%
COM CL A
GOOG
0.73%
CAP STK CL C
CB
0.69%
COM
KO
0.68%
COM
ROP
0.68%
COM
KMB
0.65%
COM
VOO
0.65%
SHS
ORCL
0.64%
COM
BRK.A
0.62%
CL A
GIS
0.6%
COM
T
0.58%
COM
WMT
0.55%
COM
UNP
0.54%
COM
UTX
0.53%
COM
NSC
0.52%
COM
NTRS
0.51%
COM
FB
0.49%
CL A
ITW
0.48%
COM
GE
0.45%
COM
BDX
0.44%
COM
LIN
0.44%
COM
AJG
0.42%
COM
CAT
0.41%
COM
AFL
0.4%
COM
AMGN
0.39%
COM
WFC
0.38%
COM
CME
0.37%
COM
VZ
0.37%
COM
SPY
0.36%
TR UNIT
IWM
0.35%
RUSSELL 2000 ETF
NKE
0.35%
CL B
PLD
0.34%
COM
CL
0.34%
COM
BIIB
0.34%
COM
TXN
0.34%
COM
LOW
0.33%
COM
VT
0.33%
TT WRLD ST ETF
GILD
0.32%
COM
WBA
0.32%
COM
TJX
0.31%
COM
VIG
0.29%
DIV APP ETF
EEM
0.29%
MSCI EMG MKT ETF
BP
0.29%
SPONSORED ADR
PM
0.29%
COM
VB
0.28%
SMALL CP ETF
KSS
0.28%
COM
USB
0.27%
COM NEW
IDXX
0.27%
COM
GSLC
0.27%
EQUITY ETF
DE
0.26%
COM
VO
0.26%
MID CAP ETF
CMCSA
0.26%
CL A
IWF
0.26%
RUS 1000 GRW ETF
GLW
0.25%
COM
IPG
0.25%
COM
MA
0.25%
CL A
LMT
0.25%
COM
VWO
0.25%
FTSE EMR MKT ETF
MDT
0.24%
SHS
VSS
0.24%
FTSE SMCAP ETF
CVS
0.24%
COM
EPR
0.23%
COM SH BEN INT
AXP
0.23%
COM
BAC
0.23%
COM
STT
0.22%
COM
VNQ
0.21%
REIT ETF
PAYX
0.21%
COM
CLNY
0.21%
CL A COM
EMR
0.21%
COM
STX
0.19%
SHS
XLE
0.19%
SBI INT-ENERGY
AEP
0.19%
COM
RDS/A
0.18%
SPONS ADR A
DUK
0.18%
COM NEW
IJR
0.18%
CORE S&P SCP ETF
VEU
0.18%
ALLWRLD EX US
MSI
0.18%
COM NEW
CMI
0.18%
COM
CAH
0.18%
COM
LLY
0.18%
COM
HIG
0.18%
COM
VTI
0.17%
TOTAL STK MKT
VLO
0.17%
COM
HSY
0.17%
COM
TPR
0.16%
COM
UPS
0.16%
CL B
VEA
0.16%
FTSE DEV MKT ETF
WY
0.16%
COM
SLB
0.16%
COM
CELG
0.15%
COM
MO
0.15%
COM
M
0.15%
COM
MCO
0.15%
COM
BF/A
0.15%
CL A
QCOM
0.15%
COM
IJH
0.15%
CORE S&P MCP ETF
DOV
0.14%
COM
SBUX
0.14%
COM
PYPL
0.14%
COM
BAX
0.13%
COM
FISV
0.13%
COM
EFV
0.13%
EAFE VALUE ETF
IP
0.13%
COM
NVO
0.13%
ADR
CI
0.13%
COM
MGK
0.13%
MEGA GRWTH IND
NVS
0.13%
SPONSORED ADR
BOH
0.12%
COM
COST
0.12%
COM
GD
0.12%
COM
BHP
0.12%
SPONSORED ADR
IWD
0.12%
RUS 1000 VAL ETF
CDW
0.11%
COM
D
0.11%
COM
SHW
0.11%
COM
BF/B
0.11%
CL B
DHR
0.11%
COM
TSLA
0.11%
COM
CRM
0.11%
COM
RSP
0.11%
S&P500 EQL WGT
ZMH
0.11%
COM
EOG
0.11%
COM
CDK
0.11%
COM
ACN
0.11%
SHS CLASS A
NFLX
0.1%
COM
FTNT
0.1%
COM
ETN
0.1%
SHS
VOE
0.1%
MCAP VL IDXVIP
BR
0.09%
COM
PPL
0.09%
COM
APTV
0.09%
SHS
EMPIRE S...
0.09%
UNIT LTD PRT 60
ADBE
0.09%
COM
VBR
0.09%
SM CP VAL ETF
INTU
0.09%
COM
TRV
0.09%
COM
PFF
0.09%
U.S. PFD STK ETF
IVZ
0.09%
SHS
MDLZ
0.09%
CL A
DELL
0.09%
CL C
BLK
0.08%
COM
ONB
0.08%
COM
IVE
0.08%
S&P 500 VAL ETF
HXL
0.08%
COM
BEN
0.08%
COM
ATR
0.08%
COM
AVGO
0.08%
COM
DIA
0.08%
UT SER 1
XLG
0.08%
S&P 500 TOP 50
ITOT
0.08%
CORE S&P TTL STK
KMI
0.08%
COM
HBAN
0.08%
COM
UAA
0.07%
CL A
IWB
0.07%
RUS 1000 ETF
YUM
0.07%
COM
UNH
0.07%
COM
LQD
0.07%
IBOXX INV CP ETF
XLF
0.07%
SBI INT-FINL
EPD
0.07%
COM
XLU
0.07%
SBI INT-UTILS
IR
0.07%
SHS
CHD
0.07%
COM
HAP
0.07%
NAT RES ETF
MMP
0.07%
COM UNIT RP LP
IEMG
0.06%
CORE MSCI EMKT
IPGP
0.06%
COM
XBI
0.06%
S&P BIOTECH
HON
0.06%
COM
K
0.06%
COM
MMC
0.06%
COM
UA/C
0.06%
CL C
MXIM
0.06%
COM
COP
0.05%
COM
AIG
0.05%
COM NEW
AEE
0.05%
COM
MDY
0.05%
UTSER1 S&PDCRP
HIFS
0.05%
COM
FDX
0.05%
COM
MAR
0.05%
CL A
PFG
0.05%
COM
ILMN
0.05%
COM
CAKE
0.05%
COM
PNC
0.05%
COM
INFO
0.05%
SHS
CNP
0.05%
COM
PPG
0.05%
COM
PKG
0.05%
COM
ICF
0.05%
COHEN&STEER REIT
ATHN
0.05%
COM
PANW
0.05%
COM
SO
0.05%
COM
TIF
0.05%
COM
AMG
0.04%
COM
ULTA
0.04%
COM
EW
0.04%
COM
RIO
0.04%
SPONSORED ADR
IHI
0.04%
U.S. MED DVC ETF
SRE
0.04%
COM
WPC
0.04%
COM
VYM
0.04%
HIGH DIV YLD
DNB
0.04%
COM
GSG
0.04%
UNIT BEN INT
DVY
0.04%
SELECT DIVID ETF
SYY
0.04%
COM
HYG
0.04%
IBOXX HI YD ETF
BKNG
0.04%
COM
TR
0.04%
COM
GSIE
0.04%
ACTIVEBETA INT
ADI
0.04%
COM
KHC
0.04%
COM
EXC
0.04%
COM
GNRC
0.03%
COM
PSX
0.03%
COM
GEM
0.03%
ACTIVEBETA EME
BFAM
0.03%
COM
ROK
0.03%
COM
IRBT
0.03%
COM
VSM
0.03%
COM
DLR
0.03%
COM
LKQ
0.03%
COM
QQQ
0.03%
UNIT SER 1
TD
0.03%
COM NEW
OKE
0.03%
COM
GSK
0.03%
SPONSORED ADR
SCHB
0.03%
US BRD MKT ETF
APY
0.03%
COM
JWN
0.03%
COM
VFH
0.03%
FINANCIALS ETF
PSA
0.03%
COM
PHO
0.03%
WATER RES ETF
LSXMK
0.03%
COM C SIRIUSXM
HPE
0.03%
COM
QRTEA
0.03%
COM SER A
VUG
0.02%
GROWTH ETF
ACWX
0.02%
MSCI ACWI US ETF
TRU
0.02%
COM
OXY
0.02%
COM
VTWO
0.02%
VNG RUS2000IDX
SYK
0.02%
COM
MFC
0.02%
COM
HES
0.02%
COM
AMT
0.02%
COM
BBT
0.02%
COM
ZTS
0.02%
CL A
XLC
0.02%
COMMUNICATION
PH
0.02%
COM
EFX
0.02%
COM
LEN
0.02%
CL A
GM
0.02%
COM
PNFP
0.02%
COM
COG
0.02%
COM
XYL
0.02%
COM
XLY
0.02%
SBI CONS DISCR
BX
0.02%
COM UNIT LTD
TIP
0.02%
TIPS BD ETF
TFI
0.02%
NUVN BRCLY MUNI
RSG
0.02%
COM
EMPIRE S...
0.02%
UNIT LTD PRTNSP
FXI
0.02%
CHINA LG-CAP ETF
CGW
0.02%
S&P GBL WATER
CC
0.02%
COM
MET
0.02%
COM
FIS
0.02%
COM
HBC
0.02%
SPON ADR NEW
HPQ
0.02%
COM
PGX
0.02%
PFD ETF
AB
0.02%
UNIT LTD PARTN
TGT
0.02%
COM
VFC
0.02%
COM
CAC
0.02%
COM
ENB
0.01%
COM
DRI
0.01%
COM
PTY
0.01%
COM
TMO
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
TUP
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
FRC
0.01%
COM
TOT
0.01%
SPONSORED ADR
AGN
0.01%
SHS
ASML
0.01%
N Y REGISTRY SHS
LSXMA
0.01%
COM A SIRIUSXM
LRCX
0.01%
COM
IWN
0.01%
RUS 2000 VAL ETF
BABA
0.01%
SPONSORED ADS
LBRDK
0.01%
COM SER C
SCHF
0.01%
INTL EQTY ETF
PRU
0.01%
COM
HRB
0.01%
COM
PRF
0.01%
FTSE RAFI 1000
MPC
0.01%
COM
OKTA
0.01%
CL A
DVYA
0.01%
ASIA/PAC DIV ETF
KEY
0.01%
COM
GPS
0.01%
COM
WMB
0.01%
COM
SJM
0.01%
COM NEW
BME
0.01%
COM
AZN
0.01%
SPONSORED ADR
IDRA
0.01%
COM PAR
MS
0.01%
COM NEW
VAR
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
XRX
0.01%
COM NEW
AWF
0.01%
COM
AMAT
0.01%
COM
HRS
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
DBC
0.01%
UNIT
SU
0.01%
COM
XLNX
0.01%
COM
WDC
0.01%
COM
ECL
0.01%
COM
GPC
0.01%
COM
CXO
0.01%
COM
EPP
0.01%
MSCI PAC JP ETF
OMC
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
ZION
0.01%
COM
CMS
0.01%
COM
IVW
0.01%
S&P 500 GRWT ETF
SPG
0.01%
COM
OLED
0.01%
COM
BCE
0.01%
COM NEW
AMP
0.01%
COM
DGX
0.01%
COM
RDS/B
0.01%
SPON ADR B
YUMC
0.01%
COM
DAL
0.01%
COM NEW
MKC
0.01%
COM NON VTG
TXT
0.01%
COM
POR
0.01%
COM NEW
ABB
0.01%
SPONSORED ADR
SBR
0.01%
UNIT BEN INT
COF
0.01%
COM
ACWI
0.01%
MSCI ACWI ETF
EFAV
0.01%
EAFE MIN VOL ETF
SHPG
0.01%
SPONSORED ADR
HCSG
0.01%
COM
XRAY
0.01%
COM
BSX
0.01%
COM
KLAC
0.01%
COM
GWPH
0.01%
ADS
VRTX
0.01%
COM
CLX
0.01%
COM
CUT
0.01%
MSCI GBL TIMBR
EWZ
0.01%
MSCI BRZ CAP ETF
ENR
0.01%
COM
FWONK
0.01%
COM C MEDIA GRP
TWLO
0.01%
CL A
SDY
0.01%
S&P DIVID ETF
ZEN
0.01%
COM
WM
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
UN
0.01%
N Y SHS NEW
IEV
< 0.01%
EUROPE ETF
HAL
< 0.01%
COM
GS
< 0.01%
COM
LEXEA
< 0.01%
COM
GDV
< 0.01%
COM
ED
< 0.01%
COM
EPC
< 0.01%
COM
NXPI
< 0.01%
COM
CRON
< 0.01%
COM
SHOP
< 0.01%
CL A
UBS
< 0.01%
SHS
STZ
< 0.01%
CL A
SYF
< 0.01%
COM
PXD
< 0.01%
COM
SEE
< 0.01%
COM
CHTR
< 0.01%
CL A
C
< 0.01%
COM NEW
TECH
< 0.01%
COM
VTR
< 0.01%
COM
LVS
< 0.01%
COM
ATRA
< 0.01%
COM
DEM
< 0.01%
EMERG MKTS ETF
GLD
< 0.01%
GOLD SHS
LGF/B
< 0.01%
CL B NON VTG
NVDA
< 0.01%
COM
DSW
< 0.01%
CL A
VPU
< 0.01%
UTILITIES ETF
EEFT
< 0.01%
COM
IDV
< 0.01%
INTL SEL DIV ETF
TNDM
< 0.01%
COM NEW
CLDR
< 0.01%
COM
ABMD
< 0.01%
COM
MGM
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
DVN
< 0.01%
COM
LYB
< 0.01%
SHS - A -
TRP
< 0.01%
COM
CGC
< 0.01%
COM
FWONA
< 0.01%
COM A MEDIA GRP
PCAR
< 0.01%
COM
CWB
< 0.01%
BRC CNV SECS ETF
SIRI
< 0.01%
COM
EFG
< 0.01%
EAFE GRWTH ETF
F
< 0.01%
COM PAR $0.01
IWO
< 0.01%
RUS 2000 GRW ETF
BND
< 0.01%
TOTAL BND MRKT
IJS
< 0.01%
SP SMCP600VL ETF
ACB
< 0.01%
COM
ETY
< 0.01%
COM
AZO
< 0.01%
COM
AIMC
< 0.01%
COM
REZI
< 0.01%
COM
LEG
< 0.01%
COM
CFG
< 0.01%
COM
CLB
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
LB
< 0.01%
COM
GNR
< 0.01%
GLB NAT RESRCE
XON
< 0.01%
COM
FCPT
< 0.01%
COM
PRNT
< 0.01%
3D PRINTING ETF
FLT
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
IBB
< 0.01%
NASDQ BIOTEC ETF
PEG
< 0.01%
COM
FANG
< 0.01%
COM
GBT
< 0.01%
COM
SONO
< 0.01%
COM
MDC
< 0.01%
COM
SIVB
< 0.01%
COM
HUBS
< 0.01%
COM
DLPH
< 0.01%
SHS
AMD
< 0.01%
COM
ORLY
< 0.01%
COM
YELP
< 0.01%
CL A
TEAM
< 0.01%
CL A
DXC
< 0.01%
COM
APEN
< 0.01%
COM
WP
< 0.01%
CL A
TCO
< 0.01%
COM
NRZ
< 0.01%
COM NEW
MU
< 0.01%
COM
ALGN
< 0.01%
COM
ATVI
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
NRG
< 0.01%
COM NEW
HCP
< 0.01%
COM
AVNS
< 0.01%
COM
ZYNE
< 0.01%
COM
RF
< 0.01%
COM
STOR
< 0.01%
COM
KDP
< 0.01%
COM
TEL
< 0.01%
REG SHS
BB
< 0.01%
COM
ASIX
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
GTX
< 0.01%
COM
CTSH
< 0.01%
CL A
APC
< 0.01%
COM
JCI
< 0.01%
SHS
PRSP
< 0.01%
COM
NCR
< 0.01%
COM
TDC
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
FTR
< 0.01%
COM NEW
ADNT
< 0.01%
ORD SHS
PNR
< 0.01%
SHS
NVT
< 0.01%
SHS
MNK
< 0.01%
SHS
HOG
< 0.01%
COM
PX
0.39%
COM
ESRX
0.23%
COM
CA
0.16%
COM
VGK
0.12%
FTSE EUROPE ETF
DVMT
0.11%
COM CL V
VGT
0.07%
INF TECH ETF
VCR
0.06%
CONSUM DIS ETF
IEP
0.04%
DEPOSITARY UNIT
ANDV
0.03%
COM
HUN
0.03%
COM
XLK
0.02%
TECHNOLOGY
VALE
0.02%
ADR
TSM
0.02%
SPONSORED ADR
VNOM
0.02%
COM UNT RP INT
DHI
0.02%
COM
IFF
0.02%
COM
MAS
0.02%
COM
TOL
0.02%
COM
FTV
0.02%
COM
APO
0.01%
CL A SHS
PHM
0.01%
COM
WGO
0.01%
COM
COL
0.01%
COM
EEQ
0.01%
SHS UNITS LLI
CCL
0.01%
PAIRED CTF
FL
0.01%
COM
HCN
0.01%
COM
KLXI
0.01%
COM
JNK
0.01%
BRC HGH YLD BD
ICLN
0.01%
GL CLEAN ENE ETF
EA
< 0.01%
COM
VET
< 0.01%
COM
STWD
< 0.01%
COM
WES
< 0.01%
COM UNIT LP IN
UL
< 0.01%
SPON ADR NEW
VTIP
< 0.01%
STRM INFPROIDX
EMN
< 0.01%
COM
IAU
< 0.01%
ISHARES
CSJ
< 0.01%
1-3 YR CR BD ETF
FTSL
< 0.01%
SENIOR LN FD
FHN
< 0.01%
COM
CVE
< 0.01%
COM
AKAM
< 0.01%
COM
ECA
< 0.01%
COM
SWK
< 0.01%
COM
EXR
< 0.01%
COM
KLXE
< 0.01%
COM
PSTG
< 0.01%
CL A
APA
< 0.01%
COM
XOXO
< 0.01%
COM
A
< 0.01%
COM
IRM
< 0.01%
COM
IYF
< 0.01%
U.S. FINLS ETF
EQR
< 0.01%
SH BEN INT
NTG
< 0.01%
COM
VWOB
< 0.01%
EMERG MKT BD ETF
KEYS
< 0.01%
COM
GUNR
< 0.01%
MORNSTAR UPSTR
TEVA
< 0.01%
ADR
RBS
< 0.01%
SPONS ADR 20 ORD
AIG/WS
< 0.01%
*W EXP 01/19/202
NOV
< 0.01%
COM