$157 Million is the total value of Aevitas Wealth Management, Inc.'s 123 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
T | Exit | AT&T INC | $0 | – | -6,702 | -100.0% | -0.14% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -4,120 | -100.0% | -0.15% | – |
CWB | Exit | SPDR SER TRblmbrg brc cnvrt | $0 | – | -5,600 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 21 | Q4 2022 | 7.4% |
MICROSOFT CORP | 21 | Q4 2022 | 7.4% |
JOHNSON &JOHNSON | 21 | Q4 2022 | 4.1% |
PEPSICO INC | 21 | Q4 2022 | 4.3% |
AMAZON.COM INC | 21 | Q4 2022 | 5.1% |
VANGUARD WORLD FDS | 21 | Q4 2022 | 3.9% |
BECTON DICKINSON CO | 21 | Q4 2022 | 2.7% |
VANGUARD WORLD FDS | 21 | Q4 2022 | 3.6% |
VANGUARD SPECIALIZED FUNDS | 21 | Q4 2022 | 2.1% |
ALPHABET INC CAP STK CL C | 21 | Q4 2022 | 2.5% |
View Aevitas Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-01-24 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-19 |
13F-HR | 2021-11-01 |
13F-HR | 2021-07-22 |
13F-HR | 2021-04-29 |
13F-HR | 2021-01-19 |
13F-HR | 2020-10-22 |
View Aevitas Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.