Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ROPES WEALTH ADVISORS LLC

Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001420506-23-000254

Total Value
$556.5M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736186,985$39.8M7.16%
2MICROSOFT CORPMSFT113,299$27.2M4.88%
3APPLE INCAAPL190,749$24.8M4.45%
4ISHARES TR46428720052,934$20.3M3.65%
5VANGUARD INDEX FDS92290876994,361$18.0M3.24%
6EXXON MOBIL CORPXOM117,596$13.0M2.33%
7PFIZER INCPFE218,501$11.2M2.01%
8JOHNSON & JOHNSONJNJ62,540$11.0M1.99%
9PROCTER AND GAMBLE CO74271810972,500$11.0M1.97%
10NEXTERA ENERGY INCNEE-PW115,074$9.6M1.73%
11ISHARES TR46428780496,884$9.2M1.65%
12JPMORGAN CHASE & COVYLD63,946$8.6M1.54%
13VANGUARD INDEX FDS92290836321,482$7.5M1.36%
14AMAZON COM INCAMZN89,358$7.5M1.35%
15HOME DEPOT INCHD23,023$7.3M1.31%
16PEPSICO INCPEP37,598$6.8M1.22%
17AUTOMATIC DATA PROCESSING INADP28,290$6.8M1.21%
18BERKSHIRE HATHAWAY INC DELBRK-A21,492$6.6M1.19%
19VANGUARD INTL EQUITY INDEX F922042858158,247$6.2M1.11%
20ABBVIE INCABBV37,704$6.1M1.10%
21ALPHABET INCGOOG67,768$6.0M1.07%
22NUSHARES ETF TRNU171,191$5.9M1.05%
23CANADIAN NATL RY CO13637510248,193$5.7M1.03%
24INTERNATIONAL BUSINESS MACHSINTR40,447$5.7M1.02%
25ISHARES TR46428746586,811$5.7M1.02%
26NEXTERA ENERGY PARTNERS LPNEE-PW75,170$5.3M0.95%
27AIR PRODS & CHEMS INCAIIR16,052$4.9M0.89%
28MERCK & CO INCMRK40,312$4.5M0.80%
29CHEVRON CORP NEWCVX23,938$4.3M0.77%
30VANGUARD STAR FDS92190976882,817$4.3M0.77%
31SPDR GOLD TRGLD24,952$4.2M0.76%
32ISHARES TR46428761418,327$3.9M0.71%
33SPDR S&P 500 ETF TRSPY10,111$3.9M0.69%
34BERKSHIRE HATHAWAY INC DELBRK-A8$3.7M0.67%
35ALPHABET INCGOOG41,882$3.7M0.67%
36BRISTOL-MYERS SQUIBB COCELG-RI50,986$3.7M0.66%
37ABBOTT LABSABLZF32,324$3.5M0.64%
38MCDONALDS CORPMCD13,383$3.5M0.63%
39CISCO SYS INCCSCO69,439$3.3M0.59%
40AMERICAN EXPRESS COAXP21,745$3.2M0.58%
41VANGUARD INTL EQUITY INDEX F92204274236,987$3.2M0.57%
42AKAMAI TECHNOLOGIES INCAKAM37,655$3.2M0.57%
43IDEXX LABS INC45168D1047,296$3.0M0.53%
44MAGELLAN MIDSTREAM PRTNRS LP55908010657,687$2.9M0.52%
45COCA COLA COKO45,500$2.9M0.52%
46HOWARD HUGHES CORPHHH37,602$2.9M0.52%
473M COMMM23,840$2.9M0.51%
48TEXAS PACIFIC LAND CORPORATITPL1,203$2.8M0.51%
49DEERE & CODE6,484$2.8M0.50%
50ORACLE CORPORCL-PD33,993$2.8M0.50%
51VANGUARD BD INDEX FDS92193783538,414$2.8M0.50%
52ISHARES TR46428749940,731$2.7M0.49%
53VANGUARD INDEX FDS92290874418,929$2.7M0.48%
54WILLIAMS COS INC96945710076,334$2.5M0.45%
55LOWES COS INC54866110712,539$2.5M0.45%
56CHUBB LIMITEDCB10,765$2.4M0.43%
57DRAFTKINGS INC NEWDKNG207,276$2.4M0.42%
58INTEL CORPINTC89,130$2.4M0.42%
59GENERAL MLS INC37033410427,529$2.3M0.41%
60WALMART INCWMT16,071$2.3M0.41%
61BECTON DICKINSON & COBDX8,942$2.3M0.41%
62ILLINOIS TOOL WKS INC45230810910,286$2.3M0.41%
63TJX COS INC NEW87254010927,672$2.2M0.40%
64ISHARES TR46432F84234,566$2.1M0.38%
65KIMBERLY-CLARK CORPKMB15,663$2.1M0.38%
66ROPER TECHNOLOGIES INCROP4,791$2.1M0.37%
67GENERAL ELECTRIC CO36960430124,245$2.0M0.37%
68VISTRA CORPVST87,214$2.0M0.36%
69ISHARES TR46428724219,154$2.0M0.36%
70AMGEN INCAMGN7,672$2.0M0.36%
71UNION PAC CORPUNP9,711$2.0M0.36%
72VANGUARD INDEX FDS92290875110,823$2.0M0.36%
73VANGUARD TAX-MANAGED FDS92194385847,052$2.0M0.35%
74CATERPILLAR INCCAT8,207$2.0M0.35%
75ALIBABA GROUP HLDG LTDBBAAY21,687$1.9M0.34%
76VANGUARD SPECIALIZED FUNDS92190884412,564$1.9M0.34%
77KENNEDY-WILSON HOLDINGS INCKW120,298$1.9M0.34%
78VANGUARD WHITEHALL FDS92194640617,458$1.9M0.34%
79SCHWAB STRATEGIC TR80852488859,906$1.9M0.34%
80NORTHERN TR CORPNTRSO21,242$1.9M0.34%
81MASTERCARD INCORPORATEDMA5,307$1.8M0.33%
82DISNEY WALT CO25468710619,961$1.7M0.31%
83VISA INCV8,085$1.7M0.30%
84LILLY ELI & COLLY4,446$1.6M0.29%
85RAYTHEON TECHNOLOGIES CORPRTX15,934$1.6M0.29%
86TEXAS INSTRS INC8825081049,509$1.6M0.28%
87DOMINION ENERGY INCD25,067$1.5M0.28%
88SPDR INDEX SHS FDS78463X88950,850$1.5M0.27%
89META PLATFORMS INCMETA12,512$1.5M0.27%
90HERSHEY COHSY6,444$1.5M0.27%
91ISHARES TR4642875076,117$1.5M0.27%
92COLGATE PALMOLIVE COCL18,531$1.5M0.26%
93VANGUARD WORLD FD92191073321,892$1.4M0.26%
94COSTCO WHSL CORP NEW22160K1053,047$1.4M0.25%
95LINDE PLCLIN4,110$1.3M0.24%
96ISHARES TR4642875988,750$1.3M0.24%
97UNITEDHEALTH GROUP INCUNH2,432$1.3M0.23%
98BOEING COBA-PA6,748$1.3M0.23%
99BANK AMERICA CORP06050510438,747$1.3M0.23%
100QUALCOMM INCQCOM11,401$1.3M0.23%
101THERMO FISHER SCIENTIFIC INCTMO2,266$1.2M0.22%
102ISHARES TR46435U66337,847$1.2M0.22%
103CVS HEALTH CORPCVS12,876$1.2M0.22%
104DANAHER CORPORATION2358511024,411$1.2M0.21%
105CENTERPOINT ENERGY INCCNP38,297$1.1M0.21%
106INTUITINTU2,909$1.1M0.20%
107DOCUSIGN INCDOCU20,349$1.1M0.20%
108NORFOLK SOUTHN CORP6558441084,361$1.1M0.19%
109ISHARES TR46429B69714,836$1.1M0.19%
110LOCKHEED MARTIN CORPLMT2,195$1.1M0.19%
111ADOBE SYSTEMS INCORPORATEDADBE3,066$1.0M0.19%
112ISHARES TR46428730917,588$1.0M0.18%
113SYSCO CORPSYY13,414$1.0M0.18%
114ISHARES TR4642876224,698$989,0710.18%
115GENERAL DYNAMICS CORPGD3,941$977,9170.18%
116FORTINET INCFTNT19,499$953,3060.17%
117ISHARES TR46428827316,753$946,2090.17%
118VANGUARD MUN BD FDS92290774618,982$939,4190.17%
119NIKE INCNKE7,964$931,8470.17%
120AMERIPRISE FINL INC03076C1062,966$923,5230.17%
121AMERICAN ELEC PWR CO INC0255371019,706$921,5700.17%
122POTLATCHDELTIC CORPORATION73763010320,550$903,9950.16%
123BP PLCBPPFF25,771$900,1810.16%
124S&P GLOBAL INCSPGI2,664$892,2490.16%
125VANGUARD INTL EQUITY INDEX F9220427188,617$885,9140.16%
126UNITED PARCEL SERVICE INCUPS5,073$881,8430.16%
127ACCENTURE PLC IRELANDACN3,252$867,7640.16%
128TECHTARGET INCTTGT19,510$859,6110.15%
129ISHARES TR46434V62116,984$849,2010.15%
130BROADCOM INCAVGO1,489$832,7220.15%
131UBER TECHNOLOGIES INCUBER32,719$809,1410.15%
132VERIZON COMMUNICATIONS INCVZ20,522$808,5670.15%
133SELECT SECTOR SPDR TR81369Y8036,474$805,6810.14%
134EMERSON ELEC COEMR8,306$797,8910.14%
135HONEYWELL INTL INC4385161063,683$789,2330.14%
136MOODYS CORPMCO2,640$735,5570.13%
137GOLDMAN SACHS GROUP INCGSCE2,092$718,3370.13%
138VERTEX PHARMACEUTICALS INCVRTX2,387$689,3180.12%
139SHERWIN WILLIAMS COSHW2,861$679,0010.12%
140ISHARES TR4642876553,873$675,2960.12%
141VANGUARD INDEX FDS9229085538,134$670,9060.12%
142BLACKROCK INCBLK936$663,3410.12%
143CLOUDFLARE INCNET14,619$660,9250.12%
144ISHARES TR4642874084,507$653,8300.12%
145NRG ENERGY INCNRG20,378$648,4280.12%
146DUKE ENERGY CORP NEWDUKB6,278$646,5240.12%
147NVIDIA CORPORATIONNVDA4,277$625,0070.11%
148WISDOMTREE TRWT14,100$620,2590.11%
149BIOGEN INCBIIB2,206$610,8860.11%
150VANECK ETF TRUST92189F84112,403$610,6730.11%
151NOVO-NORDISK A SNONOF4,449$602,1280.11%
152J P MORGAN EXCHANGE TRADED F46641Q65411,905$601,6190.11%
153SELECT SECTOR SPDR TR81369Y60517,198$588,1720.11%
154PROLOGIS INC.PLDGP5,200$586,1960.11%
155DUPONT DE NEMOURS INCDD8,519$584,6590.11%
156ISHARES TR4642882576,866$582,8000.10%
157DOVER CORPDOV4,273$578,5750.10%
158CUMMINS INCCMI2,374$575,1960.10%
159BROADRIDGE FINL SOLUTIONS IN11133T1034,254$570,5890.10%
160BROWN FORMAN CORPBF-B8,658$569,3500.10%
161MODERNA INCMRNA3,123$560,9530.10%
162AT&T INCT-PC30,374$559,1850.10%
163VANGUARD INTL EQUITY INDEX F92204277510,861$544,5820.10%
164SELECT SECTOR SPDR TR81369Y4074,211$543,8930.10%
165ISHARES TR4642884145,042$532,0320.10%
166RPT REALTY74971D20010,345$517,0430.09%
167BROWN FORMAN CORPBF-B7,697$505,5390.09%
168INVESCO QQQ TRIVZ1,874$499,0210.09%
169STARWOOD PPTY TR INCSTHO26,792$491,0970.09%
170SCHWAB CHARLES CORPSCHW-PJ5,885$489,9850.09%
171SALESFORCE INCCRM3,689$489,1250.09%
172ISHARES TR4642877216,539$487,1010.09%
173TAIWAN SEMICONDUCTOR MFG LTD8740391006,518$485,5400.09%
174ASML HOLDING N VASMLF854$466,6260.08%
175TESLA INCTSLA3,692$454,7810.08%
176US BANCORP DELUSB-PS10,356$451,6250.08%
177PHILIP MORRIS INTL INC7181721094,447$450,0650.08%
178ULTA BEAUTY INCULTA951$446,0860.08%
179STATE STR CORPSTT-PG5,677$440,3650.08%
180ISHARES INC46434G1039,340$436,1700.08%
181BLACKSTONE INCBX5,868$435,3470.08%
182COMCAST CORP NEWCCZ12,210$426,9840.08%
183VANGUARD SCOTTSDALE FDS92206C4095,628$423,1450.08%
184ZOETIS INCZTS2,748$402,7780.07%
185TARGET CORPTGT2,697$401,9840.07%
186ISHARES TR4642876481,872$401,5810.07%
187FIDELITY COVINGTON TRUST31609231119,910$400,7370.07%
188PAYCHEX INCPAYX3,460$399,8380.07%
189NOVARTIS AGNVSEF4,343$393,9970.07%
190TRAVELERS COMPANIES INCTRV2,079$389,7920.07%
191AFLAC INCAFL5,399$388,4330.07%
192DIGITALBRIDGE GROUP INCDBRG-PJ34,617$378,7100.07%
193ISHARES TR4642878794,094$373,8230.07%
194AMERICAN TOWER CORP NEW03027X1001,756$372,0150.07%
195EXACT SCIENCES CORP30063P1057,483$370,4830.07%
196DIMENSIONAL ETF TRUST25434V70815,162$368,1330.07%
197ZIMMER BIOMET HOLDINGS INCZBH2,880$367,2000.07%
198NORTHROP GRUMMAN CORPNOC667$363,9220.07%
199ANALOG DEVICES INCADI2,173$356,4370.06%
20010X GENOMICS INCTXG9,771$356,0550.06%
201ISHARES TR4642874814,192$350,4510.06%
202PAYPAL HLDGS INCPYPL4,918$350,2600.06%
203LABORATORY CORP AMER HLDGS50540R4091,446$340,5040.06%
204ISHARES TR4642874733,214$338,5630.06%
205DOW INCDOW6,656$335,3710.06%
206OLD NATL BANCORP IND68003310718,370$330,2930.06%
207SELECT SECTOR SPDR TR81369Y2092,429$330,0410.06%
208CIGNA CORP NEW125523100991$328,3580.06%
209INTUITIVE SURGICAL INCISRG1,210$321,0740.06%
210CONOCOPHILLIPSCOP2,651$312,8180.06%
211VMWARE INC9285634022,529$310,4600.06%
212SCHWAB STRATEGIC TR8085247974,106$310,1380.06%
213MEDTRONIC PLCMDT3,981$309,4310.06%
214DIAGEO PLCDGEAF1,729$308,0910.06%
215YUM BRANDS INCYUM2,395$306,7520.06%
216STRYKER CORPORATIONSYK1,249$305,3680.05%
217ROCKWELL AUTOMATION INCROK1,183$304,7050.05%
218INVESCO EXCHANGE TRADED FD TIVZ2,149$303,5880.05%
219APPLIED MATLS INC0382221053,089$300,8190.05%
220ENTERPRISE PRODS PARTNERS L29379210712,332$297,4360.05%
221NETFLIX INCNFLX1,008$297,2390.05%
222ISHARES TR4642877883,895$293,9660.05%
223PACER FDS TR69374H8816,251$289,1000.05%
224GILEAD SCIENCES INCGILD3,356$288,0700.05%
225MONDELEZ INTL INC6092071054,285$285,5950.05%
226ISHARES TR464287762975$276,7510.05%
227WEC ENERGY GROUP INCWEC2,918$273,5920.05%
228SHELL PLCRYDAF4,797$273,1890.05%
229VANGUARD WORLD FDS92204A8011,605$273,1770.05%
230ISHARES TR4642872916,089$272,9700.05%
231REPUBLIC SVCS INC7607591002,111$272,2980.05%
232BAXTER INTL INC0718131095,315$270,9060.05%
233BHP GROUP LTDBHPLF4,350$269,9180.05%
234DARDEN RESTAURANTS INCDRI1,951$269,8820.05%
235ASTRAZENECA PLCAZN3,937$266,9290.05%
236UNITED RENTALS INCURI750$266,5650.05%
237APTARGROUP INCATR2,415$265,6020.05%
238PIMCO ETF TR72201R8332,665$262,9020.05%
239STARBUCKS CORPSBUX2,639$261,8090.05%
240WELLS FARGO CO NEW9497461016,173$254,8830.05%
241ISHARES U S ETF TR46431W5075,168$254,6470.05%
242GOLDMAN SACHS ETF TRNVGLF3,309$251,9140.05%
243WISDOMTREE TRWT9,407$250,9790.05%
244SELECT SECTOR SPDR TR81369Y8525,177$248,4440.04%
245VALERO ENERGY CORPVLO1,933$245,2200.04%
246MICROCHIP TECHNOLOGY INC.MCHPP3,437$241,4490.04%
247SPDR S&P MIDCAP 400 ETF TRMDY538$238,2210.04%
248PALO ALTO NETWORKS INCPANW1,674$233,5900.04%
249FRANKLIN RESOURCES INCBEN8,700$229,5060.04%
250EATON CORP PLCETN1,451$227,7340.04%
251APTIV PLCAPTV2,418$225,1880.04%
252ENERGY TRANSFER L PET-PI18,835$223,5710.04%
253DELL TECHNOLOGIES INCDELL5,550$223,2210.04%
254ADVANCED MICRO DEVICES INCAMD3,441$222,8740.04%
255ISHARES TR4642887601,977$221,1290.04%
256ILLUMINA INCILMN1,075$217,3650.04%
257ISHARES TR4642881823,339$216,3340.04%
258HINGHAM INSTN SVGS MASS433323102775$213,8690.04%
259DOMINOS PIZZA INCDPZ610$211,3570.04%
260SPDR SER TR78464A8702,543$211,0340.04%
261PPG INDS INC6935061071,665$209,3570.04%
262FISERV INCFISV2,034$205,5760.04%
263EMPIRE ST RLTY OP L P29210220921,473$141,7220.03%
264NUVEEN PFD & INCOME SECS FDNU13,590$92,4100.02%
265WESTERN ASSET MUN HIGH INCOM95766N10313,985$89,2240.02%
266IAMGOLD CORPIAG21,000$54,1800.01%
267NEKTAR THERAPEUTICSNKTR17,370$39,2560.01%
268IDERA PHARMACEUTICALS INC45168K40510,217$3,5760.00%