0001722117-19-000004.txt : 20191021 0001722117-19-000004.hdr.sgml : 20191021 20191021080654 ACCESSION NUMBER: 0001722117-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191021 DATE AS OF CHANGE: 20191021 EFFECTIVENESS DATE: 20191021 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: 191158798 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 09-30-2019 09-30-2019 Aevitas Wealth Management, Inc.

10 LAUREL AVE. SUITE 100 WELLESLEY HILLS MA 02481

13F HOLDINGS REPORT 028-18407 N AMY RESNIC (781) 239-1180 AMY RESNIC Wellesley Hills MA 10-21-2019 0 103 99790 false INFORMATION TABLE 2 13F-AevitasQ32019.xml OMNICOM GROUP INC COM 681919106 211 2696 SH SOLE 0 0 2696 AMERICAN EXPRESS CO COM 025816109 212 1794 SH SOLE 0 0 1794 CONSOLIDATED EDISON INC COM 209115104 214 2266 SH SOLE 0 0 2266 HONEYWELL INTL INC COM 438516106 216 1274 SH SOLE 0 0 1274 VANGUARD WORLD FDS UTILITIES ETF 92204A876 221 1536 SH SOLE 0 0 1536 DISCOVER FINL SVCS COM 254709108 230 2841 SH SOLE 0 0 2841 DISNEY WALT CO COM DISNEY 254687106 235 1805 SH SOLE 0 0 1805 TEXAS INSTRS INC COM 882508104 250 1937 SH SOLE 0 0 1937 ISHARES TR MSCI KLD400 SOC 464288570 257 2315 SH SOLE 0 0 2315 MONDELEZ INTL INC CL A 609207105 270 4882 SH SOLE 0 0 4882 AT&T INC COM 00206R102 276 7298 SH SOLE 0 0 7298 UNION PACIFIC CORP COM 907818108 284 1753 SH SOLE 0 0 1753 COMPASS MINERALS INTL INC COM 20451N101 292 5160 SH SOLE 0 0 5160 ABBVIE INC COM 00287Y109 294 3881 SH SOLE 0 0 3881 JPMORGAN CHASE &CO COM 46625H100 295 2511 SH SOLE 0 0 2511 CHEVRON CORP NEW COM 166764100 302 2545 SH SOLE 0 0 2545 BIOGEN INC COM 09062X103 303 1302 SH SOLE 0 0 1302 SOUTHERN CO COM 842587107 307 4962 SH SOLE 0 0 4962 ILLINOIS TOOL WKS INC COM 452308109 308 1971 SH SOLE 0 0 1971 FACEBOOK INC CL A 30303M102 310 1740 SH SOLE 0 0 1740 CHECK POINT SOFTWARE TECH LT ORD M22465104 312 2850 SH SOLE 0 0 2850 ABBOTT LABS COM 002824100 314 3751 SH SOLE 0 0 3751 WELLS FARGO CO NEW COM 949746101 334 6619 SH SOLE 0 0 6619 FLAHERTY &CRUMRIN PFD &INM COM 338478100 337 16072 SH SOLE 0 0 16072 CVS HEALTH CORP COM 126650100 338 5358 SH SOLE 0 0 5358 YUM BRANDS INC COM 988498101 343 3022 SH SOLE 0 0 3022 SYSCO CORP COM 871829107 345 4347 SH SOLE 0 0 4347 VISA INC COM CL A 92826C839 345 2008 SH SOLE 0 0 2008 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 356 5742 SH SOLE 0 0 5742 DIAGEO P L C SPON ADR NEW 25243Q205 382 2335 SH SOLE 0 0 2335 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 387 29639 SH SOLE 0 0 29639 ISHARES TR MIN VOL EAFE ETF 46429B689 396 5398 SH SOLE 0 0 5398 VOYAGER THERAPEUTICS INC COM 92915B106 398 23150 SH SOLE 0 0 23150 STRYKER CORP COM 863667101 399 1846 SH SOLE 0 0 1846 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 409 6788 SH SOLE 0 0 6788 VANGUARD INDEX FDS VALUE ETF 922908744 411 3683 SH SOLE 0 0 3683 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 421 4746 SH SOLE 0 0 4746 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 423 4538 SH SOLE 0 0 4538 DOMINION ENERGY INC COM 25746U109 428 5285 SH SOLE 0 0 5285 ORACLE CORP COM 68389X105 441 8016 SH SOLE 0 0 8016 MEDTRONIC PLC SHS G5960L103 443 4075 SH SOLE 0 0 4075 AUTOMATIC DATA PROCESSING IN COM 053015103 444 2749 SH SOLE 0 0 2749 DEERE &CO COM 244199105 465 2755 SH SOLE 0 0 2755 CISCO SYS INC COM 17275R102 491 9945 SH SOLE 0 0 9945 VANGUARD INDEX FDS SMALL CP ETF 922908751 491 3194 SH SOLE 0 0 3194 GENERAL DYNAMICS CORP COM 369550108 522 2857 SH SOLE 0 0 2857 PFIZER INC COM 717081103 530 14756 SH SOLE 0 0 14756 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 533 6632 SH SOLE 0 0 6632 EVERSOURCE ENERGY COM 30040W108 534 6243 SH SOLE 0 0 6243 ALPHABET INC CAP STK CL A 02079K305 548 449 SH SOLE 0 0 449 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 553 2660 SH SOLE 0 0 2660 SCOTTS MIRACLE GRO CO CL A 810186106 575 5646 SH SOLE 0 0 5646 ISHARES TR GL TIMB FORE ETF 464288174 599 10222 SH SOLE 0 0 10222 3M CO COM 88579Y101 620 3770 SH SOLE 0 0 3770 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 621 3450 SH SOLE 0 0 3450 PAYCHEX INC COM 704326107 625 7554 SH SOLE 0 0 7554 EVERGY INC COM 30034W106 627 9422 SH SOLE 0 0 9422 CME GROUP INC COM 12572Q105 629 2974 SH SOLE 0 0 2974 MCCORMICK &CO INC COM NON VTG 579780206 631 4037 SH SOLE 0 0 4037 EMERSON ELEC CO COM 291011104 656 9815 SH SOLE 0 0 9815 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 664 31172 SH SOLE 0 0 31172 NOVARTIS A G SPONSORED ADR 66987V109 714 8214 SH SOLE 0 0 8214 COLGATE PALMOLIVE CO COM 194162103 724 9844 SH SOLE 0 0 9844 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 727 17702 SH SOLE 0 0 17702 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 759 35690 SH SOLE 0 0 35690 UNILEVER PLC SPON ADR NEW 904767704 771 12823 SH SOLE 0 0 12823 US BANCORP DEL COM NEW 902973304 854 15423 SH SOLE 0 0 15423 BB&T CORP COM 054937107 878 16453 SH SOLE 0 0 16453 ALPHABET INC CAP STK CL C 02079K107 883 724 SH SOLE 0 0 724 VERIZON COMMUNICATIONS INC COM 92343V104 914 15149 SH SOLE 0 0 15149 MASTERCARD INC CL A 57636Q104 946 3483 SH SOLE 0 0 3483 NIKE INC CL B 654106103 967 10298 SH SOLE 0 0 10298 AMERICAN ELEC PWR CO INC COM 025537101 988 10545 SH SOLE 0 0 10545 UNITED TECHNOLOGIES CORP COM 913017109 1029 7540 SH SOLE 0 0 7540 UNITED PARCEL SERVICE INC CL B 911312106 1087 9072 SH SOLE 0 0 9072 AMGEN INC COM 031162100 1107 5718 SH SOLE 0 0 5718 VANGUARD WORLD FDS INF TECH ETF 92204A702 1114 5168 SH SOLE 0 0 5168 INTEL CORP COM 458140100 1134 22007 SH SOLE 0 0 22007 EXXON MOBIL CORP COM 30231G102 1191 16862 SH SOLE 0 0 16862 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1341 20239 SH SOLE 0 0 20239 CLOROX CO DEL COM 189054109 1401 9223 SH SOLE 0 0 9223 REALTY INCOME CORP COM 756109104 1406 18333 SH SOLE 0 0 18333 TJX COS INC NEW COM 872540109 1475 26470 SH SOLE 0 0 26470 BECTON DICKINSON &CO COM 075887109 1532 6057 SH SOLE 0 0 6057 ENBRIDGE INC COM 29250N105 1649 47007 SH SOLE 0 0 47007 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1693 25626 SH SOLE 0 0 25626 COCA COLA CO COM 191216100 1709 31401 SH SOLE 0 0 31401 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1711 79609 SH SOLE 0 0 79609 AMERICAN TOWER CORP NEW COM 03027X100 1729 7817 SH SOLE 0 0 7817 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1807 25817 SH SOLE 0 0 25817 PROCTER &GAMBLE CO COM 742718109 1846 14838 SH SOLE 0 0 14838 WELLTOWER INC COM 95040Q104 1866 20587 SH SOLE 0 0 20587 MCDONALDS CORP COM 580135101 1939 9033 SH SOLE 0 0 9033 VANGUARD GROUP DIV APP ETF 921908844 2092 17494 SH SOLE 0 0 17494 AMAZON COM INC COM 023135106 2488 1433 SH SOLE 0 0 1433 COMCAST CORP NEW CL A 20030N101 2517 55834 SH SOLE 0 0 55834 VANGUARD STAR FD VG TL INTL STK F 921909768 2527 48912 SH SOLE 0 0 48912 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3455 20602 SH SOLE 0 0 20602 JOHNSON &JOHNSON COM 478160104 3565 27558 SH SOLE 0 0 27558 PEPSICO INC COM 713448108 4199 30629 SH SOLE 0 0 30629 APPLE INC COM 037833100 4463 19926 SH SOLE 0 0 19926 MICROSOFT CORP COM 594918104 4567 32846 SH SOLE 0 0 32846 SPDR GOLD TRUST GOLD SHS 78463V107 5419 39019 SH SOLE 0 0 39019