| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYGR | Exit | VOYAGER THERAPEUTICS INC | $0 | – | -22,000 | -100.0% | -0.08% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,221 | -100.0% | -0.12% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -2,637 | -100.0% | -0.12% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -904 | -100.0% | -0.12% | – |
| MRK | Exit | MERCK &CO INC | $0 | – | -1,939 | -100.0% | -0.13% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -5,365 | -100.0% | -0.13% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -486 | -100.0% | -0.13% | – |
| SRE | Exit | SEMPRA | $0 | – | -1,500 | -100.0% | -0.14% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -3,902 | -100.0% | -0.14% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,914 | -100.0% | -0.15% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -818 | -100.0% | -0.15% | – |
| MMM | Exit | 3M CO | $0 | – | -2,193 | -100.0% | -0.16% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -479 | -100.0% | -0.16% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,847 | -100.0% | -0.16% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -16,461 | -100.0% | -0.16% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,363 | -100.0% | -0.17% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -1,703 | -100.0% | -0.17% | – |
| EIX | Exit | EDISON INTL | $0 | – | -4,614 | -100.0% | -0.17% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -4,006 | -100.0% | -0.18% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,215 | -100.0% | -0.18% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,458 | -100.0% | -0.18% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,112 | -100.0% | -0.18% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -4,997 | -100.0% | -0.19% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -6,438 | -100.0% | -0.19% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -5,519 | -100.0% | -0.19% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -7,753 | -100.0% | -0.19% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -7,655 | -100.0% | -0.20% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -4,093 | -100.0% | -0.20% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -1,944 | -100.0% | -0.20% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -5,479 | -100.0% | -0.22% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,544 | -100.0% | -0.22% | – |
| ISEE | Exit | IVERIC BIO INC | $0 | – | -17,773 | -100.0% | -0.22% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -5,398 | -100.0% | -0.23% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -8,294 | -100.0% | -0.23% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -8,703 | -100.0% | -0.26% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -2,452 | -100.0% | -0.26% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -8,803 | -100.0% | -0.27% | – |
| INTC | Exit | INTEL CORP | $0 | – | -17,318 | -100.0% | -0.27% | – |
| JPM | Exit | JPMORGAN CHASE &CO | $0 | – | -3,448 | -100.0% | -0.27% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -3,033 | -100.0% | -0.28% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -2,264 | -100.0% | -0.30% | – |
| CME | Exit | CME GROUP INC | $0 | – | -3,004 | -100.0% | -0.30% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,488 | -100.0% | -0.30% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -24,681 | -100.0% | -0.31% | – |
| DE | Exit | DEERE &CO | $0 | – | -1,209 | -100.0% | -0.31% | – |
| LIN | Exit | LINDE PLC | $0 | – | -1,635 | -100.0% | -0.32% | – |
| V | Exit | VISA INC | $0 | – | -2,594 | -100.0% | -0.32% | – |
| MKC | Exit | MCCORMICK &CO INC | $0 | – | -6,529 | -100.0% | -0.32% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -6,500 | -100.0% | -0.32% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -5,028 | -100.0% | -0.33% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -8,964 | -100.0% | -0.33% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -7,575 | -100.0% | -0.35% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -4,712 | -100.0% | -0.35% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,523 | -100.0% | -0.36% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -7,694 | -100.0% | -0.37% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -8,670 | -100.0% | -0.41% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -5,980 | -100.0% | -0.41% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -2,824 | -100.0% | -0.42% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -4,698 | -100.0% | -0.44% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -2,355 | -100.0% | -0.44% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -7,318 | -100.0% | -0.46% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -9,343 | -100.0% | -0.46% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -4,023 | -100.0% | -0.46% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -5,666 | -100.0% | -0.47% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -8,092 | -100.0% | -0.47% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -10,239 | -100.0% | -0.48% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -7,000 | -100.0% | -0.48% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -9,640 | -100.0% | -0.50% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -8,845 | -100.0% | -0.53% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -14,699 | -100.0% | -0.53% | – |
| T | Exit | AT&T INC | $0 | – | -49,441 | -100.0% | -0.54% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -9,674 | -100.0% | -0.54% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -16,560 | -100.0% | -0.56% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -10,721 | -100.0% | -0.61% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -30,344 | -100.0% | -0.63% | – |
| ALNY | Exit | ALNYLAM PHARMACEUTICALS INC | $0 | – | -4,896 | -100.0% | -0.69% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -18,108 | -100.0% | -0.70% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -13,340 | -100.0% | -0.72% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,323 | -100.0% | -0.73% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -5,976 | -100.0% | -0.75% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -33,243 | -100.0% | -0.77% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -7,682 | -100.0% | -0.79% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -31,026 | -100.0% | -0.79% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -15,294 | -100.0% | -0.84% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -13,516 | -100.0% | -0.86% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -23,174 | -100.0% | -0.87% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -6,478 | -100.0% | -0.89% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -5,752 | -100.0% | -0.89% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -4,642 | -100.0% | -0.96% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -22,856 | -100.0% | -1.12% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -7,157 | -100.0% | -1.13% | – |
| KO | Exit | COCA COLA CO | $0 | – | -32,234 | -100.0% | -1.21% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -7,915 | -100.0% | -1.23% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -8,666 | -100.0% | -1.25% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -14,836 | -100.0% | -1.33% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -15,448 | -100.0% | -1.39% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -15,608 | -100.0% | -1.49% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -31,090 | -100.0% | -1.63% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -25,132 | -100.0% | -1.71% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -34,820 | -100.0% | -1.73% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -10,007 | -100.0% | -1.83% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -47,789 | -100.0% | -2.14% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -14,664 | -100.0% | -2.15% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -29,033 | -100.0% | -2.40% | – |
| BDX | Exit | BECTON DICKINSON &CO | $0 | – | -16,149 | -100.0% | -2.43% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -89,315 | -100.0% | -2.62% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -37,796 | -100.0% | -2.71% | – |
| JNJ | Exit | JOHNSON &JOHNSON | $0 | – | -31,787 | -100.0% | -3.32% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -32,233 | -100.0% | -3.45% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -54,661 | -100.0% | -3.57% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -66,835 | -100.0% | -3.73% | – |
| AAPL | Exit | APPLE INC | $0 | – | -59,147 | -100.0% | -4.55% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -36,091 | -100.0% | -5.12% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -236,956 | -100.0% | -11.38% | – |
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.