$168 Million is the total value of Aevitas Wealth Management, Inc.'s 122 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALNY | ALNYLAM PHARMACEUTICALS INC | $925,000 | -10.2% | 5,457 | 0.0% | 0.55% | -16.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $875,000 | +9.5% | 2,927 | 0.0% | 0.52% | +2.2% | |
| CME | CME GROUP INC | $657,000 | +18.2% | 2,876 | 0.0% | 0.39% | +10.1% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $513,000 | +3.2% | 4,400 | 0.0% | 0.31% | -3.5% | |
| SMAR | SMARTSHEET INC | $477,000 | +12.5% | 6,165 | 0.0% | 0.28% | +4.8% | |
| INTU | INTUIT | $436,000 | +19.5% | 677 | 0.0% | 0.26% | +11.6% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $434,000 | +7.4% | 3,918 | 0.0% | 0.26% | +0.4% | |
| MDB | MONGODB INCcl a | $291,000 | +12.4% | 550 | 0.0% | 0.17% | +4.8% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $289,000 | +7.8% | 1,135 | 0.0% | 0.17% | +0.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.