Aevitas Wealth Management, Inc. has filed its 13F form on January 24, 2023 for Q4 2022 where it was disclosed a total value porftolio of $169 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $19.2M, Microsoft Corp with a value of $8.66M, Apple Inc. with a value of $7.68M, Pimco Enhanced Low Duration Ac with a value of $6.3M, and Exxon Mobil Corp with a value of $6.03M.

Examining the 13F form we can see an increase of $35.9M in the current position value, from $133M to 169M.

Below you can find more details about Aevitas Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $56.8 Billion
Technology: $27.2 Billion
Healthcare: $23.1 Billion
Consumer Defensive: $16 Billion
Industrials: $8.45 Billion
Financial Services: $8.39 Billion
Energy: $7.65 Billion
Consumer Cyclical: $6.66 Billion
Other: $14.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $169 Million
  • Prior Value $133 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 24, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 10 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Aevitas Wealth Management, Inc. Portfolio

Follow Aevitas Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.