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