Aevitas Wealth Management, Inc.

WELLESLEY HILLS, MA · CIK 1722117 · 13F filing filed 2023-01-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWellesley Hills, MA

$169.0m reported value +27.0% vs Q3 2022

114positions

42.9%in top 10

10 new 76 added 25 reduced 4 sold out vs Q3 2022

Holdings, Q4 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR 1 3 YR TREAS BD SHY	SHY	236,956	$19.2m11.38%	11.38%	New
2	MICROSOFT CORP COM MSFT	MSFT	36,091	$8.7m5.12%	5.12%	Added +22	+22 0.1%
3	APPLE INC COM AAPL	AAPL	59,147	$7.7m4.55%	4.55%	Reduced -3.5k	-3,528 -5.6%
4	PIMCO ETF TR ENHNCD LW DUR AC LDUR	LDUR	66,835	$6.3m3.73%	3.73%	Added +32.0k	+32,041 92.1%
5	EXXON MOBIL CORP COM XOM	XOM	54,661	$6.0m3.57%	3.57%	Added +1.7k	+1,685 3.2%
6	PEPSICO INC COM PEP	PEP	32,233	$5.8m3.45%	3.45%	Added +472	+472 1.5%
7	JOHNSON & JOHNSON COM JNJ	JNJ	31,787	$5.6m3.32%	3.32%	Added +65	+65 0.2%
8	VANGUARD WORLD FD ENERGY ETF VDE	VDE	37,796	$4.6m2.71%	2.71%	Added +1.8k	+1,752 4.9%
9	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	89,315	$4.4m2.62%	2.62%	Added +64.7k	+64,731 263.3%
10	BECTON DICKINSON & CO COM BDX	BDX	16,149	$4.1m2.43%	2.43%	Added +86	+86 0.5%
11	PALO ALTO NETWORKS INC COM PANW	PANW	29,033	$4.1m2.40%	2.40%	Reduced -370	-370 -1.3%
12	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	14,664	$3.6m2.15%	2.15%	Added +32	+32 0.2%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	47,789	$3.6m2.14%	2.14%	Added +14.0k	+13,963 41.3%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,007	$3.1m1.83%	1.83%	Reduced -450	-450 -4.3%
15	AMAZON COM INC COM AMZN	AMZN	34,820	$2.9m1.73%	1.73%	Reduced -7.4k	-7,420 -17.6%
16	ISHARES TR 3 7 YR TREAS BD IEI	IEI	25,132	$2.9m1.71%	1.71%	Added +12.2k	+12,202 94.4%
17	ALPHABET INC CAP STK CL C GOOG	GOOG	31,090	$2.8m1.63%	1.63%	Added +1.6k	+1,608 5.5%
18	ABBVIE INC COM ABBV	ABBV	15,608	$2.5m1.49%	1.49%	Added +186	+186 1.2%
19	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	15,448	$2.3m1.39%	1.39%	Added +240	+240 1.6%
20	PROCTER AND GAMBLE CO COM PG	PG	14,836	$2.2m1.33%	1.33%	Added +27	+27 0.2%
21	STRYKER CORPORATION COM SYK	SYK	8,666	$2.1m1.25%	1.25%	Added +216	+216 2.6%
22	MCDONALDS CORP COM MCD	MCD	7,915	$2.1m1.23%	1.23%	Added +232	+232 3.0%
23	COCA COLA CO COM KO	KO	32,234	$2.1m1.21%	1.21%	Added +406	+406 1.3%
24	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	7,157	$1.9m1.13%	1.13%	Added +11	+11 0.1%
25	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	22,856	$1.9m1.12%	1.12%	Added +93	+93 0.4%
26	MASTERCARD INCORPORATED CL A MA	MA	4,642	$1.6m0.96%	0.96%	Reduced -4	-4 -0.1%
27	AMGEN INC COM AMGN	AMGN	5,752	$1.5m0.89%	0.89%	Added +12	+12 0.2%
28	CONSTELLATION BRANDS INC CL A STZ	STZ	6,478	$1.5m0.89%	0.89%	Added +8	+8 0.1%
29	REALTY INCOME CORP COM O	O	23,174	$1.5m0.87%	0.87%	Reduced -449	-449 -1.9%
30	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	13,516	$1.5m0.87%	0.87%	Added +1.0k	+1,037 8.3%
31	CVS HEALTH CORP COM CVS	CVS	15,294	$1.4m0.84%	0.84%	Added +1.7k	+1,690 12.4%
32	UNITED PARCEL SERVICE INC CL B UPS	UPS	7,682	$1.3m0.79%	0.79%	Added +418	+418 5.8%
33	TRUIST FINL CORP COM TFC	TFC	31,026	$1.3m0.79%	0.79%	Reduced -896	-896 -2.8%
34	ENBRIDGE INC COM ENB	ENB	33,243	$1.3m0.77%	0.77%	Added +8	+8 0.0%
35	AMERICAN TOWER CORP NEW COM AMT	AMT	5,976	$1.3m0.75%	0.75%	Added +125	+125 2.1%
36	UNITEDHEALTH GROUP INC COM UNH	UNH	2,323	$1.2m0.73%	0.73%	Added +3	+3 0.1%
37	NOVARTIS AG SPONSORED ADR NVS	NVS	13,340	$1.2m0.72%	0.72%	Added +105	+105 0.8%
38	WELLTOWER INC COM WELL	WELL	18,108	$1.2m0.70%	0.70%	Reduced -1.2k	-1,236 -6.4%
39	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	4,896	$1.2m0.69%	0.69%	Added +169	+169 3.6%
40	COMCAST CORP NEW CL A CMCSA	CMCSA	30,344	$1.1m0.63%	0.63%	Reduced -11.6k	-11,619 -27.7%
41	EMERSON ELEC CO COM EMR	EMR	10,721	$1.0m0.61%	0.61%	Added +18	+18 0.2%
42	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	16,560	$947.0k0.56%	0.56%	Reduced -2.0k	-1,998 -10.8%
43	AMERICAN ELEC PWR CO INC COM AEP	AEP	9,674	$918.6k0.54%	0.54%	Added +31	+31 0.3%
44	AT&T INC COM T	T	49,441	$910.2k0.54%	0.54%	New
45	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	14,699	$900.6k0.53%	0.53%	Added +53	+53 0.4%
46	RTX CORPORATION COM RTX	RTX	8,845	$892.7k0.53%	0.53%	Reduced -11	-11 -0.1%
47	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,640	$850.5k0.50%	0.50%	Added +980	+980 11.3%
48	PAYCHEX INC COM PAYX	PAYX	7,000	$808.9k0.48%	0.48%	Added +1.0k	+1,020 17.1%
49	COLGATE PALMOLIVE CO COM CL	CL	10,239	$806.7k0.48%	0.48%	Added +10	+10 0.1%
50	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	8,092	$798.3k0.47%	0.47%	New
51	CLOROX CO DEL COM CLX	CLX	5,666	$795.1k0.47%	0.47%	Added +6	+6 0.1%
52	EQUIFAX INC COM EFX	EFX	4,023	$781.9k0.46%	0.46%	Added +127	+127 3.3%
53	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,343	$770.6k0.46%	0.46%	Added +1.4k	+1,443 18.3%
54	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,318	$770.5k0.46%	0.46%	Reduced -3.0k	-3,018 -29.2%
55	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,355	$752.2k0.45%	0.45%	Added +19	+19 0.8%
56	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,698	$746.0k0.44%	0.44%	Reduced -192	-192 -3.9%
57	GENERAL DYNAMICS CORP COM GD	GD	2,824	$700.7k0.41%	0.41%	Added +2	+2 0.1%
58	NIKE INC CL B NKE	NKE	5,980	$699.8k0.41%	0.41%	Reduced -1.0k	-1,039 -14.8%
59	TJX COS INC NEW COM TJX	TJX	8,670	$690.1k0.41%	0.41%	Reduced -492	-492 -5.4%
60	ORACLE CORP COM ORCL	ORCL	7,694	$628.9k0.37%	0.37%	Added +15	+15 0.2%
61	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,523	$602.5k0.36%	0.36%	Added +8	+8 0.3%
62	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	4,712	$594.5k0.35%	0.35%	Unchanged
63	MEDTRONIC PLC SHS MDT	MDT	7,575	$588.8k0.35%	0.35%	Reduced -3.6k	-3,572 -32.0%
64	EVERGY INC COM EVRG	EVRG	8,964	$564.1k0.33%	0.33%	Reduced -93	-93 -1.0%
65	ABBOTT LABS COM ABT	ABT	5,028	$552.0k0.33%	0.33%	Added +7	+7 0.1%
66	EVERSOURCE ENERGY COM ES	ES	6,500	$545.0k0.32%	0.32%	Added +154	+154 2.4%
67	MCCORMICK & CO INC COM NON VTG MKC	MKC	6,529	$541.2k0.32%	0.32%	Added +3	+3 0.1%
68	VISA INC COM CL A V	V	2,594	$539.0k0.32%	0.32%	Added +100	+100 4.0%
69	LINDE PLC SHS 99952EUR	99952EUR	1,635	$533.2k0.32%	0.32%	Added +3	+3 0.2%
70	DEERE & CO COM DE	DE	1,209	$518.3k0.31%	0.31%	Added +2	+2 0.2%
71	INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB BULSHS 2023 CB		24,681	$517.8k0.31%	0.31%	Added +75	+75 0.3%
72	GOLDMAN SACHS GROUP INC COM GS	GS	1,488	$511.0k0.30%	0.30%	Added +216	+216 17.0%
73	CME GROUP INC COM CME	CME	3,004	$505.1k0.30%	0.30%	Added +127	+127 4.4%
74	ILLINOIS TOOL WKS INC COM ITW	ITW	2,264	$498.8k0.30%	0.30%	Added +6	+6 0.3%
75	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	3,033	$465.1k0.28%	0.28%	Added +40	+40 1.3%
76	JPMORGAN CHASE & CO COM JPM	JPM	3,448	$462.4k0.27%	0.27%	Added +10	+10 0.3%
77	INTEL CORP COM INTC	INTC	17,318	$457.7k0.27%	0.27%	Reduced -1.4k	-1,378 -7.4%
78	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	8,803	$455.3k0.27%	0.27%	Added +85	+85 1.0%
79	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	2,452	$447.8k0.26%	0.26%	New
80	UNILEVER PLC SPON ADR NEW SPON ADR NEW		8,703	$438.2k0.26%	0.26%	Added +20	+20 0.2%
81	CISCO SYS INC COM CSCO	CSCO	8,294	$395.1k0.23%	0.23%	Added +18	+18 0.2%
82	SOUTHERN CO COM SO	SO	5,398	$385.5k0.23%	0.23%	Added +17	+17 0.3%
83	IVERIC BIO INC COM OPHT	OPHT	17,773	$380.5k0.23%	0.23%	Added +100	+100 0.6%
84	NVIDIA CORPORATION COM NVDA	NVDA	2,544	$371.7k0.22%	0.22%	Reduced -2.0k	-2,002 -44.0%
85	MONDELEZ INTL INC CL A MDLZ	MDLZ	5,479	$365.2k0.22%	0.22%	Added +9	+9 0.2%
86	DIAGEO PLC SPON ADR NEW DEO	DEO	1,944	$346.4k0.20%	0.20%	Added +9	+9 0.5%
87	GENERAL MLS INC COM GIS	GIS	4,093	$343.2k0.20%	0.20%	Added +5	+5 0.1%
88	US BANCORP DEL COM NEW USB	USB	7,655	$333.8k0.20%	0.20%	Added +363	+363 5.0%
89	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	5,519	$325.6k0.19%	0.19%	Reduced -59	-59 -1.1%
90	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	7,753	$325.4k0.19%	0.19%	Added +57	+57 0.7%
91	MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP COM UNIT RP LP		6,438	$323.2k0.19%	0.19%	Unchanged
92	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	4,997	$321.6k0.19%	0.19%	Reduced -3.4k	-3,446 -40.8%
93	PFIZER INC COM PFE	PFE	6,112	$313.2k0.19%	0.19%	Added +11	+11 0.2%
94	HONEYWELL INTL INC COM COM		1,458	$312.4k0.18%	0.18%	Added +5	+5 0.3%
95	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,215	$311.0k0.18%	0.18%	Added +6	+6 0.3%
96	SYSCO CORP COM SYY	SYY	4,006	$306.2k0.18%	0.18%	Added +3	+3 0.1%
97	EDISON INTL COM EIX	EIX	4,614	$293.6k0.17%	0.17%	New
98	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	1,703	$289.8k0.17%	0.17%	Reduced -302	-302 -15.1%
99	UNION PAC CORP COM UNP	UNP	1,363	$282.2k0.17%	0.17%	Added +6	+6 0.4%
100	VALE S A SPONSORED ADS VALE	VALE	16,461	$279.3k0.17%	0.17%	Reduced -3.5k	-3,547 -17.7%

Sold out since Q3 2022

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRD SLF IDX FD BSCM	BSCM	46,718	$989.0k46.7k shares
VERIZON COMMUNICATIONS INC VZ	VZ	23,926	$908.0k23.9k shares
TESLA INC TSLA	TSLA	879	$233.0k879 shares
SCOTTS MIRACLE-GRO CO SMG	SMG	5,021	$215.0k5.0k shares