Aevitas Wealth Management, Inc. 13F Holdings

CIK 0001722117 · WELLESLEY HILLS, MA

As of Dec 31, 2022, Aevitas Wealth Management, Inc. reported 114 positions worth 69.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—236,956 9.2M11.38%
MICROSOFT CORPMSFTTechnology36,091$8.7M5.12%
APPLE INCAAPLTechnology59,147$7.7M4.55%
PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUNDLDUR—66,835$6.3M3.73%
EXXON MOBIL CORPXOMEnergy54,661$6.0M3.57%
PEPSICO INCPEPConsumer Defensive32,233$5.8M3.45%
JOHNSON & JOHNSONJNJHealthcare31,787$5.6M3.32%
VANGUARD ENERGY INDEX FUNDVDE—37,796$4.6M2.71%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—89,315$4.4M2.62%
BECTON DICKINSON & COBDXHealthcare16,149$4.1M2.43%
PALO ALTO NETWORKS INCPANWTechnology29,033$4.1M2.40%
VANGUARD HEALTH CARE INDEX FUNDVHT—14,664$3.6M2.15%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity47,789$3.6M2.14%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services10,007$3.1M1.83%
AMAZON.COM INCAMZNEquity34,820$2.9M1.73%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—25,132$2.9M1.71%
ALPHABET INCGOOGEquity31,090$2.8M1.63%
ABBVIE INCABBVEquity15,608$2.5M1.49%
VANGUARD DIVIDEND APPREC ETFVIG—15,448$2.3M1.39%
PROCTER & GAMBLE COPGConsumer Defensive14,836$2.2M1.33%
STRYKER CORPSYKHealthcare8,666$2.1M1.25%
MCDONALDS CORPMCDConsumer Cyclical7,915$2.1M1.23%
COCA COLA COKOConsumer Defensive32,234$2.1M1.21%
ACCENTURE PLCACNTechnology7,157 .9M1.13%
VANGUARD FINANCIALS INDEX FUNDVFH—22,856 .9M1.12%