$157 Million is the total value of Aevitas Wealth Management, Inc.'s 123 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA CORPORATION | $562,000 | – | 2,715 | +100.0% | 0.36% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $427,000 | – | 5,746 | +100.0% | 0.27% | – |
| COST | New | COSTCO WHSL CORP NEW | $205,000 | – | 455 | +100.0% | 0.13% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $202,000 | – | 924 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-01
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.