Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aevitas Wealth Management, Inc. (CIK 1722117) reported $169.0M across 114 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: SHY ($19.2M, 11.38%), MSFT ($8.7M, 5.12%), AAPL ($7.7M, 4.55%), LDUR ($6.3M, 3.73%), XOM ($6.0M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $19.2M | 11.38% | 236,956 | New |
| 2 | MSFT | MICROSOFT CORP | $8.7M | 5.12% | 36,091 | Added |
| 3 | AAPL | APPLE INC | $7.7M | 4.55% | 59,147 | Trimmed |
| 4 | LDUR | PIMCO ETF TR | $6.3M | 3.73% | 66,835 | Added |
| 5 | XOM | EXXON MOBIL CORP | $6.0M | 3.57% | 54,661 | Added |
| 6 | PEP | PEPSICO INC | $5.8M | 3.45% | 32,233 | Added |
| 7 | JNJ | JOHNSON &JOHNSON | $5.6M | 3.32% | 31,787 | Added |
| 8 | VDE | VANGUARD WORLD FDS | $4.6M | 2.71% | 37,796 | Added |
| 9 | VTEB | VANGUARD MUN BD FDS | $4.4M | 2.62% | 89,315 | Added |
| 10 | BDX | BECTON DICKINSON &CO | $4.1M | 2.43% | 16,149 | Added |
| 11 | PANW | PALO ALTO NETWORKS INC | $4.1M | 2.40% | 29,033 | Trimmed |
| 12 | VHT | VANGUARD WORLD FDS | $3.6M | 2.15% | 14,664 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $3.6M | 2.14% | 47,789 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.83% | 10,007 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $2.9M | 1.73% | 34,820 | Trimmed |
| 16 | IEI | ISHARES TR | $2.9M | 1.71% | 25,132 | Added |
| 17 | GOOG | ALPHABET INC | $2.8M | 1.63% | 31,090 | Added |
| 18 | ABBV | ABBVIE INC | $2.5M | 1.49% | 15,608 | Added |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $2.3M | 1.39% | 15,448 | Added |
| 20 | PG | PROCTER AND GAMBLE CO | $2.2M | 1.33% | 14,836 | Added |
| 21 | SYK | STRYKER CORPORATION | $2.1M | 1.25% | 8,666 | Added |
| 22 | MCD | MCDONALDS CORP | $2.1M | 1.23% | 7,915 | Added |
| 23 | KO | COCA COLA CO | $2.1M | 1.21% | 32,234 | Added |
| 24 | ACN | ACCENTURE PLC IRELAND | $1.9M | 1.13% | 7,157 | Added |
| 25 | VFH | VANGUARD WORLD FDS | $1.9M | 1.12% | 22,856 | Added |
Source: SEC Form 13F filings · as of 2022-12-31