CHIEF COMPLIANCE OFFICER

0001722117-18-000004.txt : 20181114 0001722117-18-000004.hdr.sgml : 20181114 20181114084344 ACCESSION NUMBER: 0001722117-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 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: 181180565 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 09-30-2018 09-30-2018 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 WELLESELY HILLS MA 11-14-2018 0 454 110442 false INFORMATION TABLE 2 13F-AevitasQ32018.xml 3M CO COM 88579Y101 779 3697 SH SOLE 0 0 3697 ABB LTD SPONSORED ADR 000375204 26 1116 SH SOLE 0 0 1116 ABBOTT LABS COM 002824100 177 2417 SH SOLE 0 0 2417 ABBVIE INC COM 00287Y109 244 2576 SH SOLE 0 0 2576 ABERDEEN EMRG MRKTS EQT INM COM 00301W105 7 1057 SH SOLE 0 0 1057 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 133 782 SH SOLE 0 0 782 ACXIOM HOLDINGS INC COM 005125109 25 510 SH SOLE 0 0 510 ADAM NAT RES FD INC COM 00548F105 24 1183 SH SOLE 0 0 1183 ADOBE SYS INC COM 00724F101 21 76 SH SOLE 0 0 76 ADVANCE AUTO PARTS INC COM 00751Y106 29 172 SH SOLE 0 0 172 ADVANSIX INC COM 00773T101 2 66 SH SOLE 0 0 66 AETNA INC NEW COM 00817Y108 9 42 SH SOLE 0 0 42 AFLAC INC COM 001055102 64 1353 SH SOLE 0 0 1353 AGILENT TECHNOLOGIES INC COM 00846U101 7 105 SH SOLE 0 0 105 AIR PRODS &CHEMS INC COM 009158106 35 208 SH SOLE 0 0 208 ALCOA CORP COM 013872106 9 211 SH SOLE 0 0 211 ALIBABA GROUP HLDG LTD 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COM 029899101 13 220 SH SOLE 0 0 220 AMERICAN TOWER CORP NEW COM 03027X100 1121 7717 SH SOLE 0 0 7717 AMERIPRISE FINL INC COM 03076C106 138 935 SH SOLE 0 0 935 AMERISOURCEBERGEN CORP COM 03073E105 14 155 SH SOLE 0 0 155 AMGEN INC COM 031162100 1093 5273 SH SOLE 0 0 5273 AMPHENOL CORP NEW CL A 032095101 24 250 SH SOLE 0 0 250 ANALOG DEVICES INC COM 032654105 91 979 SH SOLE 0 0 979 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 22 250 SH SOLE 0 0 250 ANNALY CAP MGMT INC COM 035710409 10 1000 SH SOLE 0 0 1000 APPLE INC COM 037833100 5151 22820 SH SOLE 0 0 22820 AQUA AMERICA INC COM 03836W103 33 893 SH SOLE 0 0 893 ARCHER DANIELS MIDLAND CO COM 039483102 10 200 SH SOLE 0 0 200 ARISTA NETWORKS INC COM 040413106 27 100 SH SOLE 0 0 100 ARROW ELECTRS INC COM 042735100 5 62 SH SOLE 0 0 62 ASTRAZENECA PLC SPONSORED ADR 046353108 7 183 SH SOLE 0 0 183 AT&T INC COM 00206R102 433 12891 SH SOLE 0 0 12891 AUTOMATIC DATA PROCESSING IN COM 053015103 427 2833 SH SOLE 0 0 2833 AVANOS MED INC COM 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INT 44106M102 3 100 SH SOLE 0 0 100 HP INC COM 40434L105 13 500 SH SOLE 0 0 500 HSBC HLDGS PLC SPON ADR NEW 404280406 122 2769 SH SOLE 0 0 2769 IDACORP INC COM 451107106 5 50 SH SOLE 0 0 50 IDEXX LABS INC COM 45168D104 37 148 SH SOLE 0 0 148 ILLINOIS TOOL WKS INC COM 452308109 276 1953 SH SOLE 0 0 1953 INGREDION INC COM 457187102 21 200 SH SOLE 0 0 200 INTEL CORP COM 458140100 1179 24934 SH SOLE 0 0 24934 INTELLIA THERAPEUTICS INC COM 45826J105 20 700 SH SOLE 0 0 700 INTELSAT S A COM L5140P101 15 500 SH SOLE 0 0 500 INTERCONTINENTAL EXCHANGE IN COM 45866F104 47 623 SH SOLE 0 0 623 INTERNATIONAL BUSINESS MACHS COM 459200101 164 1086 SH SOLE 0 0 1086 INTUITIVE SURGICAL INC COM NEW 46120E602 1 1 SH SOLE 0 0 1 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2366 114527 SH SOLE 0 0 114527 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 891 42976 SH SOLE 0 0 42976 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 615 30421 SH SOLE 0 0 30421 INVESCO EXCHANGE TRADED FD T WATER RES 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INC COM 718172109 205 2519 SH SOLE 0 0 2519 PHILLIPS 66 COM 718546104 104 924 SH SOLE 0 0 924 PIMCO MUN INCOME FD II COM 72200W106 13 1000 SH SOLE 0 0 1000 PNC FINL SVCS GROUP INC COM 693475105 24 178 SH SOLE 0 0 178 PPG INDS INC COM 693506107 32 294 SH SOLE 0 0 294 PPL CORP COM 69351T106 29 999 SH SOLE 0 0 999 PRAXAIR INC COM 74005P104 153 949 SH SOLE 0 0 949 PROCTER AND GAMBLE CO COM 742718109 1114 13384 SH SOLE 0 0 13384 PROGRESSIVE CORP OHIO COM 743315103 28 400 SH SOLE 0 0 400 PROSHARES TR SHORT S&P 500 NE 74347B425 45 1629 SH SOLE 0 0 1629 PROSPERITY BANCSHARES INC COM 743606105 35 501 SH SOLE 0 0 501 PUBLIC STORAGE COM 74460D109 37 183 SH SOLE 0 0 183 PUBLIC SVC ENTERPRISE GROUP COM 744573106 257 4862 SH SOLE 0 0 4862 QUALCOMM INC COM 747525103 308 4279 SH SOLE 0 0 4279 RAYONIER INC COM 754907103 32 955 SH SOLE 0 0 955 RAYTHEON CO COM NEW 755111507 35 169 SH SOLE 0 0 169 REALTY INCOME CORP COM 756109104 1089 19147 SH SOLE 0 0 19147 REDFIN CORP COM 75737F108 10 541 SH SOLE 0 0 541 RENAISSANCERE HOLDINGS LTD COM G7496G103 33 250 SH SOLE 0 0 250 RINGCENTRAL INC CL A 76680R206 19 200 SH SOLE 0 0 200 ROGERS COMMUNICATIONS INC CL B 775109200 87 1697 SH SOLE 0 0 1697 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 28 400 SH SOLE 0 0 400 SALESFORCE COM INC COM 79466L302 192 1208 SH SOLE 0 0 1208 SANOFI SPONSORED ADR 80105N105 71 1600 SH SOLE 0 0 1600 SCANSOURCE INC COM 806037107 8 200 SH SOLE 0 0 200 SCHLUMBERGER LTD COM 806857108 77 1259 SH SOLE 0 0 1259 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 24 460 SH SOLE 0 0 460 SEAGATE TECHNOLOGY PLC SHS G7945M107 9 191 SH SOLE 0 0 191 SEALED AIR CORP NEW COM 81211K100 8 200 SH SOLE 0 0 200 SEATTLE GENETICS INC COM 812578102 15 200 SH SOLE 0 0 200 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 38 1390 SH SOLE 0 0 1390 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 84 1114 SH SOLE 0 0 1114 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 51 539 SH SOLE 0 0 539 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 19 364 SH SOLE 0 0 364 SELECT SECTOR SPDR TR ENERGY 81369Y506 31 413 SH SOLE 0 0 413 SEMPRA ENERGY COM 816851109 26 229 SH SOLE 0 0 229 SENIOR HSG PPTYS TR SH BEN INT 81721M109 1 30 SH SOLE 0 0 30 SHIRE PLC SPONSORED ADR 82481R106 5 30 SH SOLE 0 0 30 SILICON LABORATORIES INC COM 826919102 9 100 SH SOLE 0 0 100 SIRIUS XM HLDGS INC COM 82968B103 3 474 SH SOLE 0 0 474 SJW GROUP COM 784305104 24 400 SH SOLE 0 0 400 SKYWORKS SOLUTIONS INC COM 83088M102 1 12 SH SOLE 0 0 12 SMUCKER J M CO COM NEW 832696405 59 570 SH SOLE 0 0 570 SOUTHERN CO COM 842587107 258 5910 SH SOLE 0 0 5910 SOUTHWEST AIRLS CO COM 844741108 12 200 SH SOLE 0 0 200 SPDR GOLD TRUST GOLD SHS 78463V107 56 500 SH SOLE 0 0 500 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 43 117 SH SOLE 0 0 117 SPDR SER TR SPDR S&P 500 ETF 78468R796 56 794 SH SOLE 0 0 794 SPECTRA ENERGY PARTNERS LP COM 84756N109 1196 33504 SH SOLE 0 0 33504 STARBUCKS CORP COM 855244109 39 692 SH SOLE 0 0 692 STATE STR CORP COM 857477103 50 603 SH SOLE 0 0 603 STORE CAP CORP COM 862121100 11 400 SH SOLE 0 0 400 STRYKER CORP COM 863667101 291 1639 SH SOLE 0 0 1639 SUNRUN INC COM 86771W105 1 100 SH SOLE 0 0 100 SYNCHRONY FINL COM 87165B103 47 1504 SH SOLE 0 0 1504 SYSCO CORP COM 871829107 317 4333 SH SOLE 0 0 4333 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 4 100 SH SOLE 0 0 100 TARGET CORP COM 87612E106 71 801 SH SOLE 0 0 801 TC PIPELINES LP UT COM LTD PRT 87233Q108 15 500 SH SOLE 0 0 500 TE CONNECTIVITY LTD REG SHS H84989104 3 38 SH SOLE 0 0 38 TECK RESOURCES LTD CL B 878742204 5 200 SH SOLE 0 0 200 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 1 35 SH SOLE 0 0 35 TEMPLETON EMERG MKTS INCOME COM 880192109 8 800 SH SOLE 0 0 800 TESLA INC COM 88160R101 40 150 SH SOLE 0 0 150 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 51 2364 SH SOLE 0 0 2364 TEXAS INSTRS INC COM 882508104 21 193 SH SOLE 0 0 193 THERMO FISHER SCIENTIFIC INC COM 883556102 1 4 SH SOLE 0 0 4 TIER REIT INC COM NEW 88650V208 10 434 SH SOLE 0 0 434 TJX COS INC NEW COM 872540109 2881 25717 SH SOLE 0 0 25717 TORONTO DOMINION BK ONT COM NEW 891160509 55 900 SH SOLE 0 0 900 TOTAL S A SPONSORED ADR 89151E109 20 315 SH SOLE 0 0 315 TRANSCANADA CORP COM 89353D107 86 2119 SH SOLE 0 0 2119 TRAVELERS COMPANIES INC COM 89417E109 1 10 SH SOLE 0 0 10 TWENTY FIRST CENTY FOX INC CL B 90130A200 89 1945 SH SOLE 0 0 1945 UNILEVER N V N Y SHS NEW 904784709 115 2070 SH SOLE 0 0 2070 UNILEVER PLC SPON ADR NEW 904767704 662 12041 SH SOLE 0 0 12041 UNION PAC CORP COM 907818108 318 1955 SH SOLE 0 0 1955 UNITED PARCEL SERVICE INC CL B 911312106 837 7170 SH SOLE 0 0 7170 UNITED TECHNOLOGIES CORP COM 913017109 1233 8822 SH SOLE 0 0 8822 UNITEDHEALTH GROUP INC COM 91324P102 150 564 SH SOLE 0 0 564 UNITI GROUP INC COM 91325V108 1 35 SH SOLE 0 0 35 UNIVERSAL DISPLAY CORP COM 91347P105 112 954 SH SOLE 0 0 954 US BANCORP DEL COM NEW 902973304 1066 20179 SH SOLE 0 0 20179 V F CORP COM 918204108 100 1072 SH SOLE 0 0 1072 VAIL RESORTS INC COM 91879Q109 27 100 SH SOLE 0 0 100 VALERO ENERGY CORP NEW COM 91913Y100 23 200 SH SOLE 0 0 200 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 56 3050 SH SOLE 0 0 3050 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 32 300 SH SOLE 0 0 300 VANECK VECTORS ETF TR AGRIBUSINESS ETF 92189F700 20 300 SH SOLE 0 0 300 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 24 300 SH SOLE 0 0 300 VANGUARD GROUP DIV APP ETF 921908844 1906 17218 SH SOLE 0 0 17218 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 430 5329 SH SOLE 0 0 5329 VANGUARD INDEX FDS MID CAP ETF 922908629 45 276 SH SOLE 0 0 276 VANGUARD INDEX FDS SMALL CP ETF 922908751 167 1024 SH SOLE 0 0 1024 VANGUARD INDEX FDS VALUE ETF 922908744 541 4886 SH SOLE 0 0 4886 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 47 175 SH SOLE 0 0 175 VANGUARD INDEX FDS GROWTH ETF 922908736 53 330 SH SOLE 0 0 330 VANGUARD INDEX FDS SM CP VAL ETF 922908611 53 380 SH SOLE 0 0 380 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 190 1336 SH SOLE 0 0 1336 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 32 419 SH SOLE 0 0 419 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 2383 33516 SH SOLE 0 0 33516 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 11 211 SH SOLE 0 0 211 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17 425 SH SOLE 0 0 425 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1 20 SH SOLE 0 0 20 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 12 211 SH SOLE 0 0 211 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 329 6797 SH SOLE 0 0 6797 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 71 850 SH SOLE 0 0 850 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4 50 SH SOLE 0 0 50 VANGUARD STAR FD VG TL INTL STK F 921909768 130 2400 SH SOLE 0 0 2400 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2028 46879 SH SOLE 0 0 46879 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 382 4391 SH SOLE 0 0 4391 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 3379 48712 SH SOLE 0 0 48712 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1002 5554 SH SOLE 0 0 5554 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3929 21781 SH SOLE 0 0 21781 VANGUARD WORLD FDS INF TECH ETF 92204A702 1263 6233 SH SOLE 0 0 6233 VANGUARD WORLD FDS UTILITIES ETF 92204A876 84 716 SH SOLE 0 0 716 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 60 403 SH SOLE 0 0 403 VAREX IMAGING CORP COM 92214X106 6 200 SH SOLE 0 0 200 VARIAN MED SYS INC COM 92220P105 45 400 SH SOLE 0 0 400 VENTAS INC COM 92276F100 59 1081 SH SOLE 0 0 1081 VERIZON COMMUNICATIONS INC COM 92343V104 747 13999 SH SOLE 0 0 13999 VERTEX PHARMACEUTICALS INC COM 92532F100 10 50 SH SOLE 0 0 50 VIACOM INC NEW CL B 92553P201 10 300 SH SOLE 0 0 300 VIAVI SOLUTIONS INC COM 925550105 12 1059 SH SOLE 0 0 1059 VISA INC COM CL A 92826C839 496 3305 SH SOLE 0 0 3305 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1 35 SH SOLE 0 0 35 VOYAGER THERAPEUTICS INC COM 92915B106 1179 62323 SH SOLE 0 0 62323 WALGREENS BOOTS ALLIANCE INC COM 931427108 93 1275 SH SOLE 0 0 1275 WALMART INC COM 931142103 59 625 SH SOLE 0 0 625 WASTE MGMT INC DEL COM 94106L109 73 813 SH SOLE 0 0 813 WATERS CORP COM 941848103 58 300 SH SOLE 0 0 300 WELLS FARGO CO NEW COM 949746101 1293 24606 SH SOLE 0 0 24606 WELLTOWER INC COM 95040Q104 1305 20286 SH SOLE 0 0 20286 WESTERN ASSET INVT GRADE DEF COM 95790A101 131 6292 SH SOLE 0 0 6292 WESTERN ASST MNGD MUN FD INC COM 95766M105 6 468 SH SOLE 0 0 468 WESTERN DIGITAL CORP COM 958102105 6 95 SH SOLE 0 0 95 WESTERN UN CO COM 959802109 7 350 SH SOLE 0 0 350 WESTPAC BKG CORP SPONSORED ADR 961214301 10 500 SH SOLE 0 0 500 WESTROCK CO COM 96145D105 5 100 SH SOLE 0 0 100 WEYERHAEUSER CO COM 962166104 36 1110 SH SOLE 0 0 1110 WISDOMTREE TR INTL SMCAP DIV 97717W760 31 433 SH SOLE 0 0 433 WPP PLC NEW ADR 92937A102 8 107 SH SOLE 0 0 107 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 9 309 SH SOLE 0 0 309 XCEL ENERGY INC COM 98389B100 4 77 SH SOLE 0 0 77 XYLEM INC COM 98419M100 11 140 SH SOLE 0 0 140 YUM BRANDS INC COM 988498101 274 3014 SH SOLE 0 0 3014 YUM CHINA HLDGS INC COM 98850P109 102 2897 SH SOLE 0 0 2897 ZIMMER BIOMET HLDGS INC COM 98956P102 93 706 SH SOLE 0 0 706 ZOETIS INC CL A 98978V103 10 110 SH SOLE 0 0 110