Aevitas Wealth Management, Inc.
Q4 2022 13F Holdings
- Locationwellesley hills, MA
- Num holdings
114
- Value ($000)
$169,003
- Date Filed01/24/2023
- Form type13F-HR
- CIK0001722117
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $19.23M | 11 % | 236,956 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.66M | 5 % | 36,091 | ||
AAPL APPLE INC | COM | 037833100 | $7.69M | 5 % | 59,147 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $6.30M | 4 % | 66,835 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $6.03M | 4 % | 54,661 | ||
PEP PEPSICO INC | COM | 713448108 | $5.82M | 3 % | 32,233 | ||
JNJ JOHNSON &JOHNSON | COM | 478160104 | $5.62M | 3 % | 31,787 | ||
VANGUARD WORLD FDS | ENERGY ETF | 92204A306 | $4.58M | 3 % | 37,796 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.42M | 3 % | 89,315 | ||
BDX BECTON DICKINSON &CO | COM | 075887109 | $4.11M | 2 % | 16,149 |
Rows Per Page
1 - 10 of 11410
- 10
- 50
- 100