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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 Q3 2023 · Filed August 8, 2023 · Accession 0001420506-23-001409

Total Value
$602.7M
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL205,774$39.9M6.62%
2MICROSOFT CORPMSFT115,865$39.5M6.55%
3ISHARES TR46428720053,391$23.8M3.95%
4VANGUARD INDEX FDS92290876998,212$21.6M3.59%
5EXXON MOBIL CORPXOM126,545$13.6M2.25%
6VANGUARD INDEX FDS92290873644,652$12.6M2.10%
7AMAZON COM INCAMZN93,839$12.2M2.03%
8JOHNSON & JOHNSONJNJ70,374$11.6M1.93%
9PROCTER AND GAMBLE CO74271810972,471$11.0M1.82%
10JPMORGAN CHASE & COVYLD70,178$10.2M1.69%
11NEXTERA ENERGY INCNEE-PW133,232$9.9M1.64%
12ISHARES TR46428780496,743$9.6M1.60%
13VANGUARD INDEX FDS92290836322,484$9.2M1.52%
14PEPSICO INCPEP46,406$8.6M1.43%
15ALPHABET INCGOOG71,315$8.5M1.42%
16PFIZER INCPFE219,899$8.1M1.34%
17HOME DEPOT INCHD25,919$8.1M1.34%
18BERKSHIRE HATHAWAY INC DELBRK-A21,088$7.2M1.19%
19VANGUARD INTL EQUITY INDEX F922042858160,944$6.5M1.09%
20AUTOMATIC DATA PROCESSING INADP29,525$6.5M1.08%
21ISHARES TR46428746585,933$6.2M1.03%
22NUSHARES ETF TRNU177,444$6.1M1.02%
23CANADIAN NATL RY CO13637510248,369$5.9M0.97%
24ALPHABET INCGOOG47,939$5.8M0.96%
25INTERNATIONAL BUSINESS MACHSINTR42,461$5.7M0.94%
26DRAFTKINGS INC NEWDKNG207,276$5.5M0.91%
27SPDR S&P 500 ETF TRSPY11,930$5.3M0.88%
28MERCK & CO INCMRK45,420$5.2M0.87%
29ABBVIE INCABBV38,457$5.2M0.86%
30ISHARES TR46428761417,949$4.9M0.82%
31AIR PRODS & CHEMS INCAIIR16,060$4.8M0.80%
32VANGUARD STAR FDS92190976882,405$4.6M0.77%
33MCDONALDS CORPMCD14,918$4.5M0.74%
34SPDR GOLD TRGLD24,952$4.4M0.74%
35NEXTERA ENERGY PARTNERS LPNEE-PW75,453$4.4M0.73%
36ORACLE CORPORCL-PD35,123$4.2M0.69%
37BERKSHIRE HATHAWAY INC DELBRK-A8$4.1M0.69%
38ABBOTT LABSABLZF37,178$4.1M0.67%
39CISCO SYS INCCSCO78,139$4.0M0.67%
40META PLATFORMS INCMETA13,949$4.0M0.66%
41AMERICAN EXPRESS COAXP21,976$3.8M0.64%
42IDEXX LABS INC45168D1047,120$3.6M0.59%
43CHEVRON CORP NEWCVX22,444$3.5M0.59%
44VANGUARD INTL EQUITY INDEX F92204274235,969$3.5M0.58%
45BRISTOL-MYERS SQUIBB COCELG-RI53,280$3.4M0.57%
46AKAMAI TECHNOLOGIES INCAKAM37,664$3.4M0.56%
47COCA COLA COKO48,737$2.9M0.49%
48VANGUARD BD INDEX FDS92193783540,283$2.9M0.49%
49VANGUARD INDEX FDS92290874419,923$2.8M0.47%
50ISHARES TR46428749938,290$2.8M0.46%
51WILLIAMS COS INC96945710085,360$2.8M0.46%
52GENERAL ELECTRIC CO36960430124,571$2.7M0.45%
53LOWES COS INC54866110711,881$2.7M0.44%
54UNION PAC CORPUNP12,775$2.6M0.43%
55WALMART INCWMT16,404$2.6M0.43%
56MASTERCARD INCORPORATEDMA6,500$2.6M0.42%
57DEERE & CODE6,233$2.5M0.42%
58LILLY ELI & COLLY5,381$2.5M0.42%
59ILLINOIS TOOL WKS INC4523081099,794$2.5M0.41%
603M COMMM24,374$2.4M0.40%
61TJX COS INC NEW87254010927,943$2.4M0.39%
62BECTON DICKINSON & COBDX8,901$2.3M0.39%
63ROPER TECHNOLOGIES INCROP4,878$2.3M0.39%
64VANGUARD TAX-MANAGED FDS92194385850,700$2.3M0.39%
65ISHARES TR46432F84234,574$2.3M0.39%
66KIMBERLY-CLARK CORPKMB16,823$2.3M0.39%
67CHUBB LIMITEDCB12,043$2.3M0.38%
68VANGUARD INDEX FDS92290875111,400$2.3M0.38%
69GENERAL MLS INC37033410429,439$2.3M0.37%
70HONEYWELL INTL INC43851610610,689$2.2M0.37%
71NVIDIA CORPORATIONNVDA5,190$2.2M0.36%
72VANGUARD SPECIALIZED FUNDS92190884413,469$2.2M0.36%
73INTEL CORPINTC65,326$2.2M0.36%
74VISA INCV9,094$2.2M0.36%
75TEXAS INSTRS INC88250810411,624$2.1M0.35%
76ISHARES TR46428724219,125$2.1M0.34%
77SCHWAB STRATEGIC TR80852488859,857$2.0M0.34%
78RAYTHEON TECHNOLOGIES CORPRTX20,250$2.0M0.33%
79CATERPILLAR INCCAT7,976$2.0M0.33%
80VANGUARD WHITEHALL FDS92194640617,531$1.9M0.31%
81BROADCOM INCAVGO2,093$1.8M0.30%
82ALIBABA GROUP HLDG LTDBBAAY21,687$1.8M0.30%
83DISNEY WALT CO25468710619,700$1.8M0.29%
84AMGEN INCAMGN7,852$1.7M0.29%
85LINDE PLCLIN4,534$1.7M0.29%
86COSTCO WHSL CORP NEW22160K1053,174$1.7M0.28%
87SPDR INDEX SHS FDS78463X88950,850$1.7M0.27%
88HERSHEY COHSY6,443$1.6M0.27%
89ISHARES TR4642875076,142$1.6M0.27%
90NORTHERN TR CORPNTRSO21,525$1.6M0.26%
91TEXAS PACIFIC LAND CORPORATITPL1,203$1.6M0.26%
92ISHARES TR4642875989,907$1.6M0.26%
93ADOBE SYSTEMS INCORPORATEDADBE3,115$1.5M0.25%
94QUALCOMM INCQCOM12,503$1.5M0.25%
95FORTINET INCFTNT19,285$1.5M0.24%
96BOEING COBA-PA6,798$1.4M0.24%
97INTUITINTU3,084$1.4M0.23%
98ACCENTURE PLC IRELANDACN4,572$1.4M0.23%
99UBER TECHNOLOGIES INCUBER32,602$1.4M0.23%
100COLGATE PALMOLIVE COCL18,203$1.4M0.23%
101ISHARES TR46428730919,222$1.4M0.22%
102AMERIPRISE FINL INC03076C1064,041$1.3M0.22%
103DOMINION ENERGY INCD24,288$1.3M0.21%
104SELECT SECTOR SPDR TR81369Y8037,131$1.2M0.21%
105UNITEDHEALTH GROUP INCUNH2,566$1.2M0.20%
106THERMO FISHER SCIENTIFIC INCTMO2,336$1.2M0.20%
107NORFOLK SOUTHN CORP6558441085,055$1.1M0.19%
108ISHARES TR4642876224,698$1.1M0.19%
109CVS HEALTH CORPCVS16,349$1.1M0.19%
110VERTEX PHARMACEUTICALS INCVRTX3,179$1.1M0.19%
111BANK AMERICA CORP06050510438,410$1.1M0.18%
112DANAHER CORPORATION2358511024,540$1.1M0.18%
113S&P GLOBAL INCSPGI2,702$1.1M0.18%
114ISHARES TR46428827318,279$1.1M0.18%
115GENERAL DYNAMICS CORPGD4,964$1.1M0.18%
116DOCUSIGN INCDOCU20,349$1.0M0.17%
117TESLA INCTSLA3,935$1.0M0.17%
118SYSCO CORPSYY13,624$1.0M0.17%
119NIKE INCNKE8,870$978,9620.16%
120LOCKHEED MARTIN CORPLMT2,094$963,9630.16%
121CLOUDFLARE INCNET14,654$957,9320.16%
122VANGUARD INTL EQUITY INDEX F9220427188,617$952,0060.16%
123MOODYS CORPMCO2,656$923,5440.15%
124ISHARES TR46434V62117,809$917,6990.15%
125BP PLCBPPFF25,839$911,8580.15%
126ISHARES TR4642874085,645$909,9130.15%
127VERIZON COMMUNICATIONS INCVZ23,925$889,7530.15%
128UNITED PARCEL SERVICE INCUPS4,916$881,1440.15%
129COMCAST CORP NEWCCZ20,985$871,9470.14%
130ISHARES TR4642882578,535$818,8310.14%
131SALESFORCE INCCRM3,859$815,2520.14%
132STARBUCKS CORPSBUX8,219$814,1830.14%
133ASML HOLDING N VASMLF1,105$800,8690.13%
134AMERICAN ELEC PWR CO INC0255371019,459$796,4250.13%
135ISHARES TR4642875492,012$790,4540.13%
136ISHARES TR4642876554,206$787,7460.13%
137AT&T INCT-PC47,140$751,8810.12%
138DUPONT DE NEMOURS INCDD10,102$721,6870.12%
139BLACKROCK INCBLK1,041$719,6830.12%
140BROADRIDGE FINL SOLUTIONS IN11133T1034,327$716,6810.12%
141SELECT SECTOR SPDR TR81369Y4074,211$715,0700.12%
142ISHARES TR4642877216,539$711,9170.12%
143ISHARES TR46429B6979,471$703,9560.12%
144EXACT SCIENCES CORP30063P1057,464$700,8700.12%
145EMERSON ELEC COEMR7,751$700,5830.12%
146DUKE ENERGY CORP NEWDUKB7,727$693,4420.12%
147WISDOMTREE TRWT14,675$682,8280.11%
148PROLOGIS INC.PLDGP5,444$667,5980.11%
149NOVO-NORDISK A SNONOF4,124$667,4290.11%
150GOLDMAN SACHS GROUP INCGSCE2,060$664,5360.11%
151MONDELEZ INTL INC6092071059,024$658,2110.11%
152SHERWIN WILLIAMS COSHW2,477$657,6930.11%
153GE HEALTHCARE TECHNOLOGIES IGEHC7,934$644,5580.11%
154INVESCO QQQ TRIVZ1,734$640,6120.11%
155TECHTARGET INCTTGT20,485$637,6980.11%
156CUMMINS INCCMI2,594$635,9450.11%
157DOVER CORPDOV4,264$629,5440.10%
158TAIWAN SEMICONDUCTOR MFG LTD8740391006,090$614,6220.10%
159VANGUARD INTL EQUITY INDEX F92204277511,296$614,6040.10%
160ROCKWELL AUTOMATION INCROK1,841$606,5170.10%
161VANECK ETF TRUST92189F84112,403$597,5000.10%
162BIOGEN INCBIIB2,088$594,7670.10%
163BROWN FORMAN CORPBF-B8,658$589,3500.10%
164AMERICAN TOWER CORP NEW03027X1002,954$572,9740.10%
165J P MORGAN EXCHANGE TRADED F46641Q65410,956$554,9210.09%
166BLACKSTONE INCBX5,868$545,5480.09%
167ISHARES TR4642884145,042$538,1330.09%
168ZOETIS INCZTS3,037$522,9650.09%
169MEDTRONIC PLCMDT5,936$522,9370.09%
17010X GENOMICS INCTXG9,212$514,3980.09%
171BROWN FORMAN CORPBF-B7,697$514,0060.09%
172RPT REALTY74971D20010,345$506,9050.08%
173ISHARES INC46434G10310,039$494,8030.08%
174DOW INCDOW8,640$460,1400.08%
175PHILIP MORRIS INTL INC7181721094,677$456,5450.08%
176ISHARES TR4642874814,693$453,4980.08%
177TARGET CORPTGT3,416$450,5910.07%
178SELECT SECTOR SPDR TR81369Y60513,329$449,3190.07%
179ZIMMER BIOMET HOLDINGS INCZBH3,085$449,1760.07%
180VANGUARD INDEX FDS9229085535,366$448,4210.07%
181ULTA BEAUTY INCULTA950$447,0650.07%
182AMETEK INCAME2,739$443,3890.07%
183WEC ENERGY GROUP INCWEC4,950$436,7570.07%
184EATON CORP PLCETN2,164$435,1800.07%
185ADVANCED MICRO DEVICES INCAMD3,808$433,7690.07%
186ENTERPRISE PRODS PARTNERS L29379210715,938$419,9640.07%
187SHELL PLCRYDAF6,923$418,0110.07%
188ANALOG DEVICES INCADI2,137$416,3090.07%
189INTUITIVE SURGICAL INCISRG1,213$414,7730.07%
190PAYCHEX INCPAYX3,694$413,2480.07%
191ISHARES TR4642874733,757$412,6690.07%
192ISHARES U S ETF TR46431W5078,284$411,8640.07%
193DIMENSIONAL ETF TRUST25434V70815,162$411,6480.07%
194APPLIED MATLS INC0382221052,847$411,4460.07%
195FIDELITY COVINGTON TRUST31609231119,910$410,4370.07%
196LABORATORY CORP AMER HLDGS50540R4091,689$407,6060.07%
197INVESCO EXCHANGE TRADED FD TIVZ2,646$395,9910.07%
198VMWARE INC9285634022,755$395,8660.07%
199PALO ALTO NETWORKS INCPANW1,528$390,4190.06%
200LITTELFUSE INCLFUS1,332$388,0250.06%
201AFLAC INCAFL5,506$384,3470.06%
202ISHARES TR4642872916,093$378,9400.06%
203VANGUARD INDEX FDS9229086291,708$375,9690.06%
204STRYKER CORPORATIONSYK1,215$370,6840.06%
205MODERNA INCMRNA3,034$368,6310.06%
206MICROCHIP TECHNOLOGY INC.MCHPP4,070$364,6310.06%
207YUM BRANDS INCYUM2,615$362,3080.06%
208MAGELLAN MIDSTREAM PRTNRS LP5590801065,764$359,2300.06%
209SELECT SECTOR SPDR TR81369Y8525,402$351,5620.06%
210BANK NEW YORK MELLON CORP0640581007,872$350,4610.06%
211REPUBLIC SVCS INC7607591002,278$348,9210.06%
212NOVARTIS AGNVSEF3,366$339,6180.06%
213TRAVELERS COMPANIES INCTRV1,937$336,3790.06%
214DARDEN RESTAURANTS INCDRI2,011$335,9980.06%
215NETFLIX INCNFLX761$335,2130.06%
216SCHWAB CHARLES CORPSCHW-PJ5,912$335,0920.06%
217UNITED RENTALS INCURI747$332,6910.06%
218THE CIGNA GROUP1255231001,184$332,2300.06%
219SELECT SECTOR SPDR TR81369Y2092,492$330,8120.05%
220SPDR SER TR78468R6633,600$330,5520.05%
221INTERCONTINENTAL EXCHANGE IN45866F1042,804$317,0760.05%
222VANGUARD WORLD FDS92204A702702$310,4300.05%
223DELL TECHNOLOGIES INCDELL5,578$301,8260.05%
224PAYPAL HLDGS INCPYPL4,472$298,4170.05%
225REGENERON PHARMACEUTICALSREGN413$296,7570.05%
226SCHWAB STRATEGIC TR8085247974,043$293,5710.05%
227VANGUARD WORLD FDS92204A8011,605$292,0680.05%
228ISHARES TR4642877883,895$290,6160.05%
229ILLUMINA INCILMN1,547$290,0470.05%
230US BANCORP DELUSB-PS8,755$289,2650.05%
231GOLDMAN SACHS ETF TRNVGLF3,201$279,4470.05%
232ISHARES TR464287762975$273,3780.05%
233ATMOS ENERGY CORPATO2,349$273,2830.05%
234NORTHROP GRUMMAN CORPNOC599$273,0240.05%
235WELLS FARGO CO NEW9497461016,284$268,2010.04%
236AGILENT TECHNOLOGIES INCA2,207$265,3920.04%
237CONOCOPHILLIPSCOP2,539$263,0660.04%
238BHP GROUP LTDBHPLF4,350$259,5650.04%
239MORGAN STANLEYMS-PQ3,028$258,5700.04%
240SPDR S&P MIDCAP 400 ETF TRMDY538$257,6540.04%
241APTIV PLCAPTV2,518$257,0630.04%
242OLD NATL BANCORP IND68003310718,370$256,0780.04%
243ASTRAZENECA PLCAZN3,558$254,6460.04%
244AVERY DENNISON CORPAVY1,482$254,6080.04%
245JOHNSON CTLS INTL PLCG515021053,701$252,1860.04%
246APTARGROUP INCATR2,155$249,6780.04%
247PPG INDS INC6935061071,680$249,1440.04%
248VANGUARD SCOTTSDALE FDS92206C4093,284$248,4670.04%
249GILEAD SCIENCES INCGILD3,224$248,4380.04%
250DIAGEO PLCDGEAF1,396$242,1780.04%
251VANGUARD INDEX FDS9229086111,461$241,6280.04%
252FISERV INCFISV1,912$241,1990.04%
253ENERGY TRANSFER L PET-PI18,835$239,2050.04%
254PARKER-HANNIFIN CORPPH605$235,9740.04%
255CORTEVA INCCTVA4,118$235,9610.04%
256FRANKLIN RESOURCES INCBEN8,780$234,5090.04%
257MID-AMER APT CMNTYS INC59522J1031,540$233,8640.04%
258BAXTER INTL INC0718131095,099$232,3100.04%
259ISHARES TR4642887601,962$228,8680.04%
260VALERO ENERGY CORPVLO1,946$228,2660.04%
261SYNOPSYS INCSNPS523$227,7190.04%
262CLOROX CO DELCLX1,395$221,8610.04%
263ISHARES TR4642881823,339$221,8430.04%
264TERADYNE INCTER1,970$219,3200.04%
265GENERAC HLDGS INCGNRC1,470$219,2210.04%
266CARRIER GLOBAL CORPORATIONCARR4,408$219,1220.04%
267SERVICENOW INCNOW378$212,4250.04%
268D R HORTON INC23331A1091,735$211,1320.04%
269FEDEX CORPFDX842$208,7320.03%
270DOMINOS PIZZA INCDPZ608$204,7310.03%
271PACCAR INCPCAR2,393$200,1950.03%
272EMPIRE ST RLTY OP L P29210220921,473$147,7340.02%
273IAMGOLD CORPIAG21,000$55,2300.01%
274NEKTAR THERAPEUTICSNKTR11,580$6,6610.00%