Aevitas Wealth Management

Aevitas Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Aevitas Wealth Management

Aevitas Wealth Management holds 114 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 7.0 $9.6M 54k 178.35
Apple (AAPL) 6.8 $9.3M 70k 132.69
Microsoft Corporation (MSFT) 5.6 $7.7M 35k 222.42
Amazon (AMZN) 4.6 $6.3M 1.9k 3256.89
Pepsi (PEP) 3.5 $4.7M 32k 148.29
Johnson & Johnson (JNJ) 3.4 $4.7M 30k 157.38
Vanguard World Fds Health Car Etf (VHT) 3.2 $4.4M 20k 223.73
Becton, Dickinson and (BDX) 2.6 $3.5M 14k 250.20
Palo Alto Networks (PANW) 2.2 $2.9M 8.3k 355.35
Comcast Corp Cl A (CMCSA) 2.1 $2.9M 55k 52.40
Alphabet Cap Stk Cl C (GOOG) 1.8 $2.5M 1.4k 1751.78
Stryker Corporation (SYK) 1.6 $2.2M 9.1k 245.01
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $2.2M 16k 141.16
Accenture Plc Ireland Shs Class A (ACN) 1.6 $2.2M 8.3k 261.28
Procter & Gamble Company (PG) 1.5 $2.0M 15k 139.11
Crowdstrike Hldgs Cl A (CRWD) 1.4 $1.9M 9.0k 211.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $1.9M 31k 60.17
Clorox Company (CLX) 1.4 $1.9M 9.2k 201.94
Vanguard World Fds Inf Tech Etf (VGT) 1.3 $1.8M 5.2k 353.70
Coca-Cola Company (KO) 1.3 $1.8M 32k 54.85
American Tower Reit (AMT) 1.3 $1.7M 7.6k 224.40
Ark Etf Tr Innovation Etf (ARKK) 1.2 $1.7M 14k 124.46
Vanguard World Fds Financials Etf (VFH) 1.2 $1.7M 23k 72.85
Abbvie (ABBV) 1.2 $1.7M 16k 107.15
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 1.2 $1.6M 74k 21.75
McDonald's Corporation (MCD) 1.2 $1.6M 7.4k 214.53
Constellation Brands Cl A (STZ) 1.0 $1.4M 6.4k 218.98
Amgen (AMGN) 1.0 $1.3M 5.7k 229.98
United Parcel Service CL B (UPS) 1.0 $1.3M 7.8k 168.41
Cognizant Technology Solutio Cl A (CTSH) 0.9 $1.3M 15k 81.94
Nike CL B (NKE) 0.9 $1.3M 8.9k 141.44
Welltower Inc Com reit (WELL) 0.9 $1.2M 19k 64.63
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.8 $1.2M 15k 79.58
Facebook Cl A (META) 0.8 $1.1M 4.0k 273.19
Scotts Miracle Gro Cl A (SMG) 0.8 $1.1M 5.4k 199.07
Mastercard Incorporated Cl A (MA) 0.8 $1.1M 3.0k 357.05
Intel Corporation (INTC) 0.8 $1.1M 21k 49.81
Verizon Communications (VZ) 0.8 $1.0M 18k 58.74
3M Company (MMM) 0.7 $1.0M 5.8k 174.76
Enbridge (ENB) 0.7 $971k 30k 32.00
Realty Income (O) 0.6 $880k 14k 62.20
Unilever Spon Adr New (UL) 0.6 $872k 14k 60.36
Public Service Enterprise (PEG) 0.6 $850k 15k 58.31
Colgate-Palmolive Company (CL) 0.6 $845k 9.9k 85.51
TJX Companies (TJX) 0.6 $840k 12k 68.29
Emerson Electric (EMR) 0.6 $835k 10k 80.37
American Electric Power Company (AEP) 0.6 $814k 9.8k 83.23
CVS Caremark Corporation (CVS) 0.6 $799k 12k 68.26
Novartis Sponsored Adr (NVS) 0.6 $791k 8.4k 94.45
Alphabet Cap Stk Cl A (GOOGL) 0.6 $787k 449.00 1752.78
UnitedHealth (UNH) 0.6 $777k 2.2k 350.63
Mccormick &co Com Non Vtg (MKC) 0.6 $773k 8.1k 95.59
Raytheon Technologies Corp (RTX) 0.5 $710k 9.9k 71.55
Alnylam Pharmaceuticals (ALNY) 0.5 $704k 5.4k 129.96
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.5 $683k 32k 21.21
Vanguard World Fds Consum Stp Etf (VDC) 0.5 $674k 3.9k 173.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $659k 2.8k 231.72
Paychex (PAYX) 0.5 $633k 6.8k 93.24
Medtronic SHS (MDT) 0.5 $633k 5.4k 117.16
Check Point Software Tech Lt Ord (CHKP) 0.4 $585k 4.4k 132.95
Crispr Therapeutics Namen Akt (CRSP) 0.4 $574k 3.7k 153.19
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.4 $561k 26k 21.90
Oracle Corporation (ORCL) 0.4 $556k 8.6k 64.71
Eversource Energy (ES) 0.4 $551k 6.4k 86.53
Cme (CME) 0.4 $523k 2.9k 181.91
Equifax (EFX) 0.4 $507k 2.6k 192.78
Evergy (EVRG) 0.4 $500k 9.0k 55.51
Abbott Laboratories (ABT) 0.4 $487k 4.4k 109.59
Pfizer (PFE) 0.3 $463k 13k 36.79
salesforce (CRM) 0.3 $445k 2.0k 222.61
General Dynamics Corporation (GD) 0.3 $442k 3.0k 148.82
Automatic Data Processing (ADP) 0.3 $438k 2.5k 176.26
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $437k 9.3k 47.22
Visa Com Cl A (V) 0.3 $432k 2.0k 218.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $430k 4.7k 91.45
Cisco Systems (CSCO) 0.3 $427k 9.5k 44.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $426k 5.0k 84.98
Illinois Tool Works (ITW) 0.3 $411k 2.0k 203.67
Dominion Resources (D) 0.3 $410k 5.5k 75.13
Goldman Sachs (GS) 0.3 $385k 1.5k 264.06
JPMorgan Chase & Co. (JPM) 0.3 $385k 3.0k 127.15
Walt Disney Company (DIS) 0.3 $383k 2.1k 181.00
Deere & Company (DE) 0.3 $382k 1.4k 269.39
Union Pacific Corporation (UNP) 0.3 $367k 1.8k 208.29
Southern Company (SO) 0.3 $365k 5.9k 61.43
Diageo Spon Adr New (DEO) 0.3 $358k 2.3k 158.69
Magellan Midstream Prtnrs Com Unit Rp Lp 0.3 $353k 8.3k 42.47
Us Bancorp Del Com New (USB) 0.2 $307k 6.6k 46.65
Carrier Global Corporation (CARR) 0.2 $300k 8.0k 37.74
Mondelez Intl Cl A (MDLZ) 0.2 $296k 5.1k 58.46
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $296k 4.0k 73.41
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.2 $286k 3.8k 76.27
Vanguard Index Fds Value Etf (VTV) 0.2 $285k 2.4k 118.90
Starbucks Corporation (SBUX) 0.2 $284k 2.7k 106.97
SYSCO Corporation (SYY) 0.2 $281k 3.8k 74.24
Ishares Silver Tr Ishares (SLV) 0.2 $273k 11k 24.59
Vanguard World Fds Materials Etf (VAW) 0.2 $272k 1.7k 156.95
Honeywell International (HON) 0.2 $271k 1.3k 212.88
Mongodb Cl A (MDB) 0.2 $269k 750.00 358.67
Otis Worldwide Corp (OTIS) 0.2 $269k 4.0k 67.60
Smartsheet Com Cl A (SMAR) 0.2 $264k 3.8k 69.20
Intuit (INTU) 0.2 $256k 674.00 379.82
Tesla Motors (TSLA) 0.2 $252k 358.00 703.91
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $246k 3.6k 67.94
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $241k 1.1k 212.33
Texas Instruments Incorporated (TXN) 0.2 $240k 1.5k 164.05
Compass Minerals International (CMP) 0.2 $232k 3.8k 61.64
Wal-Mart Stores (WMT) 0.2 $232k 1.6k 144.46
Vanguard World Fds Utilities Etf (VPU) 0.2 $223k 1.6k 137.23
Truist Financial Corp equities (TFC) 0.2 $219k 4.6k 48.04
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $209k 7.8k 26.97
General Mills (GIS) 0.2 $205k 3.5k 58.86
Intellia Therapeutics (NTLA) 0.1 $204k 3.8k 54.40
Voyager Therapeutics (VYGR) 0.1 $158k 22k 7.13