StockDriftsStockDriftsTop 50 Aevitas Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 11.38% | 237.0K | $19.2M | new | — | 2022-12-31 | |
| MSFT | MICROSOFT CORP | 5.12% | 36.1K | $8.7M | +0.06%(+22) | — | 2022-12-31 | |
| AAPL | APPLE INC | 4.55% | 59.1K | $7.7M | -5.63%(-3.53K) | — | 2022-12-31 | |
| LDUR | PIMCO ETF TR | 3.73% | 66.8K | $6.3M | +92.09%(+32.04K) | — | 2022-12-31 | |
| XOM | EXXON MOBIL CORP | 3.57% | 54.7K | $6.0M | +3.18%(+1.69K) | — | 2022-12-31 | |
| PEP | PEPSICO INC | 3.45% | 32.2K | $5.8M | +1.49%(+472) | — | 2022-12-31 | |
| JNJ | JOHNSON &JOHNSON | 3.32% | 31.8K | $5.6M | +0.20%(+65) | — | 2022-12-31 | |
| VDE | VANGUARD WORLD FDS | 2.71% | 37.8K | $4.6M | +4.86%(+1.75K) | — | 2022-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.62% | 89.3K | $4.4M | +263.31%(+64.73K) | — | 2022-12-31 | |
| BDX | BECTON DICKINSON &CO | 2.43% | 16.1K | $4.1M | +0.54%(+86) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Aevitas Wealth Management, Inc. reports $169.00M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are SHY (11.4%), MSFT (5.1%) and AAPL (4.5%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aevitas Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1722117). View Aevitas Wealth Management, Inc.’s 13F filings on SEC