0001722117-20-000002.txt : 20200416
0001722117-20-000002.hdr.sgml : 20200416
20200416135114
ACCESSION NUMBER: 0001722117-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200416
DATE AS OF CHANGE: 20200416
EFFECTIVENESS DATE: 20200416
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: 20795863
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
03-31-2020
03-31-2020
Aevitas Wealth Management, Inc.
10 LAUREL AVE.
SUITE 100
WELLESLEY HILLS
MA
02481
13F HOLDINGS REPORT
028-18407
N
AMY RESNIC
CHIEF COMPLIANCE OFFICER
(781) 239-1180
AMY RESNIC
WELLESLEY HILLS
MA
04-16-2020
0
94
89360
false
INFORMATION TABLE
2
13F-AevitasQ12020.xml
ABBOTT LABS
COM
002824100
320
4057
SH
SOLE
0
0
4057
AMAZON COM INC
COM
023135106
3032
1555
SH
SOLE
0
0
1555
AMERICAN ELEC PWR CO INC
COM
025537101
858
10727
SH
SOLE
0
0
10727
AMGEN INC
COM
031162100
1145
5649
SH
SOLE
0
0
5649
APPLE INC
COM
037833100
4913
19322
SH
SOLE
0
0
19322
AUTOMATIC DATA PROCESSING IN
COM
053015103
336
2460
SH
SOLE
0
0
2460
BECTON DICKINSON &CO
COM
075887109
1468
6389
SH
SOLE
0
0
6389
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
501
2740
SH
SOLE
0
0
2740
CVS HEALTH CORP
COM
126650100
487
8206
SH
SOLE
0
0
8206
CLOROX CO DEL
COM
189054109
1593
9195
SH
SOLE
0
0
9195
COCA COLA CO
COM
191216100
1446
32674
SH
SOLE
0
0
32674
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
402
8653
SH
SOLE
0
0
8653
COLGATE PALMOLIVE CO
COM
194162103
654
9858
SH
SOLE
0
0
9858
DEERE &CO
COM
244199105
262
1900
SH
SOLE
0
0
1900
DISNEY WALT CO
COM DISNEY
254687106
206
2132
SH
SOLE
0
0
2132
EMERSON ELEC CO
COM
291011104
459
9627
SH
SOLE
0
0
9627
GENERAL DYNAMICS CORP
COM
369550108
392
2961
SH
SOLE
0
0
2961
ILLINOIS TOOL WKS INC
COM
452308109
281
1980
SH
SOLE
0
0
1980
INTEL CORP
COM
458140100
1170
21616
SH
SOLE
0
0
21616
ISHARES TR
S&P 500 VAL ETF
464287408
322
3341
SH
SOLE
0
0
3341
ISHARES TR
GL TIMB FORE ETF
464288174
440
9134
SH
SOLE
0
0
9134
ISHARES TR
MSCI KLD400 SOC
464288570
232
2386
SH
SOLE
0
0
2386
JOHNSON &JOHNSON
COM
478160104
3647
27811
SH
SOLE
0
0
27811
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
687
19277
SH
SOLE
0
0
19277
MCCORMICK &CO INC
COM NON VTG
579780206
570
4039
SH
SOLE
0
0
4039
MCDONALDS CORP
COM
580135101
1159
7010
SH
SOLE
0
0
7010
MICROSOFT CORP
COM
594918104
5029
31885
SH
SOLE
0
0
31885
MONDELEZ INTL INC
CL A
609207105
245
4888
SH
SOLE
0
0
4888
NIKE INC
CL B
654106103
765
9242
SH
SOLE
0
0
9242
PAYCHEX INC
COM
704326107
425
6754
SH
SOLE
0
0
6754
PEPSICO INC
COM
713448108
3612
30076
SH
SOLE
0
0
30076
PFIZER INC
COM
717081103
511
15647
SH
SOLE
0
0
15647
PROCTER &GAMBLE CO
COM
742718109
1679
15268
SH
SOLE
0
0
15268
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
654
14572
SH
SOLE
0
0
14572
REALTY INCOME CORP
COM
756109104
741
14871
SH
SOLE
0
0
14871
SCOTTS MIRACLE GRO CO
CL A
810186106
581
5674
SH
SOLE
0
0
5674
SOUTHERN CO
COM
842587107
282
5209
SH
SOLE
0
0
5209
STRYKER CORP
COM
863667101
1461
8775
SH
SOLE
0
0
8775
TJX COS INC NEW
COM
872540109
645
13497
SH
SOLE
0
0
13497
US BANCORP DEL
COM NEW
902973304
247
7166
SH
SOLE
0
0
7166
UNILEVER PLC
SPON ADR NEW
904767704
600
11868
SH
SOLE
0
0
11868
UNION PAC CORP
COM
907818108
246
1743
SH
SOLE
0
0
1743
UNITED PARCEL SERVICE INC
CL B
911312106
758
8113
SH
SOLE
0
0
8113
UNITED TECHNOLOGIES CORP
COM
913017109
761
7916
SH
SOLE
0
0
7916
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1723
16669
SH
SOLE
0
0
16669
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1926
45899
SH
SOLE
0
0
45899
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
514
15406
SH
SOLE
0
0
15406
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
346
4888
SH
SOLE
0
0
4888
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
1105
20027
SH
SOLE
0
0
20027
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
342
4891
SH
SOLE
0
0
4891
VANGUARD INDEX FDS
VALUE ETF
922908744
207
2324
SH
SOLE
0
0
2324
VANGUARD INDEX FDS
SMALL CP ETF
922908751
409
3543
SH
SOLE
0
0
3543
AT&T INC
COM
00206R102
280
9620
SH
SOLE
0
0
9620
ABBVIE INC
COM
00287Y109
328
4302
SH
SOLE
0
0
4302
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
722
6632
SH
SOLE
0
0
6632
ALPHABET INC
CAP STK CL C
02079K107
900
774
SH
SOLE
0
0
774
ALPHABET INC
CAP STK CL A
02079K305
550
473
SH
SOLE
0
0
473
AMERICAN TOWER CORP NEW
COM
03027X100
1684
7733
SH
SOLE
0
0
7733
BIOGEN INC
COM
09062X103
239
755
SH
SOLE
0
0
755
CME GROUP INC
COM
12572Q105
497
2875
SH
SOLE
0
0
2875
CISCO SYS INC
COM
17275R102
371
9439
SH
SOLE
0
0
9439
COMCAST CORP NEW
CL A
20030N101
1886
54861
SH
SOLE
0
0
54861
CONSTELLATION BRANDS INC
CL A
21036P108
702
4600
SH
SOLE
0
0
4600
DIAGEO P L C
SPON ADR NEW
25243Q205
298
2342
SH
SOLE
0
0
2342
DOMINION ENERGY INC
COM
25746U109
420
5822
SH
SOLE
0
0
5822
ENBRIDGE INC
COM
29250N105
1540
52943
SH
SOLE
0
0
52943
EVERGY INC
COM
30034W106
560
10178
SH
SOLE
0
0
10178
EVERSOURCE ENERGY
COM
30040W108
490
6261
SH
SOLE
0
0
6261
EXXON MOBIL CORP
COM
30231G102
284
7491
SH
SOLE
0
0
7491
FACEBOOK INC
CL A
30303M102
377
2263
SH
SOLE
0
0
2263
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
639
30449
SH
SOLE
0
0
30449
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
537
25911
SH
SOLE
0
0
25911
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1696
80080
SH
SOLE
0
0
80080
ISHARES TR
MIN VOL EAFE ETF
46429B689
290
4679
SH
SOLE
0
0
4679
JPMORGAN CHASE &CO
COM
46625H100
225
2501
SH
SOLE
0
0
2501
MASTERCARD INC
CL A
57636Q104
761
3151
SH
SOLE
0
0
3151
NOVARTIS A G
SPONSORED ADR
66987V109
691
8375
SH
SOLE
0
0
8375
ORACLE CORP
COM
68389X105
387
7998
SH
SOLE
0
0
7998
SPDR GOLD TRUST
GOLD SHS
78463V107
7596
51309
SH
SOLE
0
0
51309
SALESFORCE COM INC
COM
79466L302
203
1408
SH
SOLE
0
0
1408
3M CO
COM
88579Y101
854
6254
SH
SOLE
0
0
6254
TRUIST FINL CORP
COM
89832Q109
229
7425
SH
SOLE
0
0
7425
UNITEDHEALTH GROUP INC
COM
91324P102
352
1412
SH
SOLE
0
0
1412
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
494
3582
SH
SOLE
0
0
3582
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
995
19627
SH
SOLE
0
0
19627
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
3206
19304
SH
SOLE
0
0
19304
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1116
5269
SH
SOLE
0
0
5269
VERIZON COMMUNICATIONS INC
COM
92343V104
860
15997
SH
SOLE
0
0
15997
VISA INC
COM CL A
92826C839
296
1840
SH
SOLE
0
0
1840
VOYAGER THERAPEUTICS INC
COM
92915B106
212
23150
SH
SOLE
0
0
23150
WELLTOWER INC
COM
95040Q104
940
20531
SH
SOLE
0
0
20531
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1018
5988
SH
SOLE
0
0
5988
MEDTRONIC PLC
SHS
G5960L103
397
4400
SH
SOLE
0
0
4400
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
442
4400
SH
SOLE
0
0
4400