0001722117-21-000004.txt : 20211101
0001722117-21-000004.hdr.sgml : 20211101
20211101082602
ACCESSION NUMBER: 0001722117-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211101
DATE AS OF CHANGE: 20211101
EFFECTIVENESS DATE: 20211101
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Aevitas Wealth Management, Inc.
CENTRAL INDEX KEY: 0001722117
IRS NUMBER: 465405818
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18407
FILM NUMBER: 211365395
BUSINESS ADDRESS:
STREET 1: 10 LAUREL AVE.
STREET 2: SUITE 100
CITY: WELLESLEY HILLS
STATE: MA
ZIP: 02481
BUSINESS PHONE: 7812391180
MAIL ADDRESS:
STREET 1: 10 LAUREL AVE.
STREET 2: SUITE 100
CITY: WELLESLEY HILLS
STATE: MA
ZIP: 02481
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001722117
XXXXXXXX
09-30-2021
09-30-2021
Aevitas Wealth Management, Inc.
10 LAUREL AVE.
SUITE 100
WELLESLEY HILLS
MA
02481
13F HOLDINGS REPORT
028-18407
N
AMY Z. RESNIC
Chief Compliance Officer
781-239-1180
AMY Z. RESNIC
Wellesley Hills
MA
11-01-2021
0
123
156742
false
INFORMATION TABLE
2
13FAevitas20210930.xml
3M CO
COM
88579Y101
1081
6160
SH
SOLE
0
0
6160
ABBOTT LABS
COM
002824100
613
5190
SH
SOLE
0
0
5190
ABBVIE INC
COM
00287Y109
1757
16290
SH
SOLE
0
0
16290
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2727
8523
SH
SOLE
0
0
8523
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
1030
5457
SH
SOLE
0
0
5457
ALPHABET INC
CAP STK CL A
02079K305
1200
449
SH
SOLE
0
0
449
ALPHABET INC
CAP STK CL C
02079K107
3852
1445
SH
SOLE
0
0
1445
AMAZON COM INC
COM
023135106
7263
2211
SH
SOLE
0
0
2211
AMERICAN ELEC PWR CO INC
COM
025537101
772
9511
SH
SOLE
0
0
9511
AMERICAN TOWER CORP NEW
COM
03027X100
1972
7429
SH
SOLE
0
0
7429
AMGEN INC
COM
031162100
1298
6102
SH
SOLE
0
0
6102
APPLE INC
COM
037833100
10041
70962
SH
SOLE
0
0
70962
ARK ETF TR
INNOVATION ETF
00214Q104
2482
22451
SH
SOLE
0
0
22451
ARK ETF TR
GENOMIC REV ETF
00214Q302
1042
13949
SH
SOLE
0
0
13949
ARK ETF TR
FINTECH INNOVA
00214Q708
1018
20625
SH
SOLE
0
0
20625
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
354
4539
SH
SOLE
0
0
4539
AUTOMATIC DATA PROCESSING IN
COM
053015103
502
2511
SH
SOLE
0
0
2511
BECTON DICKINSON &CO
COM
075887109
3904
15883
SH
SOLE
0
0
15883
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
799
2927
SH
SOLE
0
0
2927
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
208
8076
SH
SOLE
0
0
8076
CARRIER GLOBAL CORPORATION
COM
14448C104
290
5610
SH
SOLE
0
0
5610
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
497
4400
SH
SOLE
0
0
4400
CISCO SYS INC
COM
17275R102
502
9232
SH
SOLE
0
0
9232
CLOROX CO DEL
COM
189054109
1526
9213
SH
SOLE
0
0
9213
CME GROUP INC
COM
12572Q105
556
2876
SH
SOLE
0
0
2876
COCA COLA CO
COM
191216100
1658
31607
SH
SOLE
0
0
31607
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
1164
15679
SH
SOLE
0
0
15679
COLGATE PALMOLIVE CO
COM
194162103
769
10179
SH
SOLE
0
0
10179
COMCAST CORP NEW
CL A
20030N101
3165
56593
SH
SOLE
0
0
56593
CONSTELLATION BRANDS INC
CL A
21036P108
1346
6389
SH
SOLE
0
0
6389
COSTCO WHSL CORP NEW
COM
22160K105
205
455
SH
SOLE
0
0
455
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
491
4387
SH
SOLE
0
0
4387
CROWDSTRIKE HLDGS INC
CL A
22788C105
2396
9748
SH
SOLE
0
0
9748
CVS HEALTH CORP
COM
126650100
1062
12516
SH
SOLE
0
0
12516
DEERE &CO
COM
244199105
443
1323
SH
SOLE
0
0
1323
DIAGEO PLC
SPON ADR NEW
25243Q205
470
2437
SH
SOLE
0
0
2437
DISCOVER FINL SVCS
COM
254709108
260
2120
SH
SOLE
0
0
2120
DISNEY WALT CO
COM
254687106
358
2116
SH
SOLE
0
0
2116
DOMINION ENERGY INC
COM
25746U109
422
5775
SH
SOLE
0
0
5775
EMERSON ELEC CO
COM
291011104
985
10457
SH
SOLE
0
0
10457
EQUIFAX INC
COM
294429105
934
3685
SH
SOLE
0
0
3685
EQUITY RESIDENTIAL
SH BEN INT
29476L107
528
6522
SH
SOLE
0
0
6522
EVERGY INC
COM
30034W106
564
9066
SH
SOLE
0
0
9066
EVERSOURCE ENERGY
COM
30040W108
525
6421
SH
SOLE
0
0
6421
EXXON MOBIL CORP
COM
30231G102
341
5801
SH
SOLE
0
0
5801
FACEBOOK INC
CL A
30303M102
1794
5287
SH
SOLE
0
0
5287
GENERAL DYNAMICS CORP
COM
369550108
564
2879
SH
SOLE
0
0
2879
GENERAL MLS INC
COM
370334104
231
3858
SH
SOLE
0
0
3858
GOLDMAN SACHS GROUP INC
COM
38141G104
547
1446
SH
SOLE
0
0
1446
HOME DEPOT INC
COM
437076102
272
830
SH
SOLE
0
0
830
HONEYWELL INTL INC
COM
438516106
304
1431
SH
SOLE
0
0
1431
ILLINOIS TOOL WKS INC
COM
452308109
461
2231
SH
SOLE
0
0
2231
INTEL CORP
COM
458140100
1076
20186
SH
SOLE
0
0
20186
INTELLIA THERAPEUTICS INC
COM
45826J105
449
3350
SH
SOLE
0
0
3350
INTUIT
COM
461202103
365
677
SH
SOLE
0
0
677
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BULSHS 2022 CB
46138J882
1542
71635
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
590
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
526
24266
SH
SOLE
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0
24266
ISHARES TR
MSCI EAFE MIN VL
46429B689
291
3856
SH
SOLE
0
0
3856
ISHARES TR
S&P MC 400VL ETF
464287705
404
3918
SH
SOLE
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0
3918
ISHARES TR
RUSSELL 2000 ETF
464287655
202
924
SH
SOLE
0
0
924
ISHARES TR
MSCI USA MIN VOL
46429B697
253
3444
SH
SOLE
0
0
3444
JOHNSON &JOHNSON
COM
478160104
5079
31447
SH
SOLE
0
0
31447
JPMORGAN CHASE &CO
COM
46625H100
509
3107
SH
SOLE
0
0
3107
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
288
6324
SH
SOLE
0
0
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MASTERCARD INCORPORATED
CL A
57636Q104
1020
2934
SH
SOLE
0
0
2934
MCCORMICK &CO INC
COM NON VTG
579780206
657
8112
SH
SOLE
0
0
8112
MCDONALDS CORP
COM
580135101
1888
7829
SH
SOLE
0
0
7829
MEDTRONIC PLC
SHS
G5960L103
671
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SH
SOLE
0
0
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MICROSOFT CORP
COM
594918104
10664
37825
SH
SOLE
0
0
37825
MONDELEZ INTL INC
CL A
609207105
296
5083
SH
SOLE
0
0
5083
MONGODB INC
CL A
60937P106
259
550
SH
SOLE
0
0
550
NIKE INC
CL B
654106103
1287
8864
SH
SOLE
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0
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NOVARTIS AG
SPONSORED ADR
66987V109
1489
18209
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NVIDIA CORPORATION
COM
67066G104
562
2715
SH
SOLE
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ORACLE CORP
COM
68389X105
665
7631
SH
SOLE
0
0
7631
OTIS WORLDWIDE CORP
COM
68902V107
227
2757
SH
SOLE
0
0
2757
PALO ALTO NETWORKS INC
COM
697435105
4123
8608
SH
SOLE
0
0
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PAYCHEX INC
COM
704326107
767
6819
SH
SOLE
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0
6819
PEPSICO INC
COM
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5093
33859
SH
SOLE
0
0
33859
PROCTER AND GAMBLE CO
COM
742718109
2097
14999
SH
SOLE
0
0
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PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
899
14756
SH
SOLE
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0
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RAYTHEON TECHNOLOGIES CORP
COM
75513E101
777
9038
SH
SOLE
0
0
9038
REALTY INCOME CORP
COM
756109104
928
14310
SH
SOLE
0
0
14310
SALESFORCE COM INC
COM
79466L302
640
2361
SH
SOLE
0
0
2361
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
427
5746
SH
SOLE
0
0
5746
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
234
4318
SH
SOLE
0
0
4318
SCOTTS MIRACLE-GRO CO
CL A
810186106
779
5322
SH
SOLE
0
0
5322
SMARTSHEET INC
COM CL A
83200N103
424
6165
SH
SOLE
0
0
6165
SOUTHERN CO
COM
842587107
364
5873
SH
SOLE
0
0
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SPDR GOLD TR
GOLD SHS
78463V107
5952
36246
SH
SOLE
0
0
36246
STARBUCKS CORP
COM
855244109
448
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SH
SOLE
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STRYKER CORPORATION
COM
863667101
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9251
SH
SOLE
0
0
9251
SYSCO CORP
COM
871829107
301
3836
SH
SOLE
0
0
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TESLA INC
COM
88160R101
277
358
SH
SOLE
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358
TEXAS INSTRS INC
COM
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1905
SH
SOLE
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0
1905
TJX COS INC NEW
COM
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927
14048
SH
SOLE
0
0
14048
TRUIST FINL CORP
COM
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SOLE
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UNILEVER PLC
SPON ADR NEW
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769
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SH
SOLE
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14184
UNION PAC CORP
COM
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1681
SH
SOLE
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UNITED PARCEL SERVICE INC
CL B
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7769
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SOLE
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UNITEDHEALTH GROUP INC
COM
91324P102
999
2556
SH
SOLE
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0
2556
US BANCORP DEL
COM NEW
902973304
429
7226
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SOLE
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REAL ESTATE ETF
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD INDEX FDS
MCAP GR IDXVIP
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268
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VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
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VANGUARD MALVERN FDS
STRM INFPROIDX
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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VG TL INTL STK F
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VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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HEALTH CAR ETF
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VANGUARD WORLD FDS
FINANCIALS ETF
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CONSUM STP ETF
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MATERIALS ETF
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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SOLE
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VOYAGER THERAPEUTICS INC
COM
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58
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SH
SOLE
0
0
22150
WALMART INC
COM
931142103
223
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WELLTOWER INC
COM
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