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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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