0001722117-20-000003.txt : 20200729
0001722117-20-000003.hdr.sgml : 20200729
20200729075530
ACCESSION NUMBER: 0001722117-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200729
DATE AS OF CHANGE: 20200729
EFFECTIVENESS DATE: 20200729
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: 201055791
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
06-30-2020
06-30-2020
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
07-29-2020
0
99
108253
false
INFORMATION TABLE
2
13F-AevitasQ22020.xml
GENERAL MLS INC
COM
370334104
201
3268
SH
SOLE
0
0
3268
BIOGEN INC
COM
09062X103
206
771
SH
SOLE
0
0
771
SYSCO CORP
COM
871829107
206
3760
SH
SOLE
0
0
3760
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
216
1747
SH
SOLE
0
0
1747
AT&T INC
COM
00206R102
216
7153
SH
SOLE
0
0
7153
ISHARES TR
MSCI MIN VOL ETF
46429B697
223
3673
SH
SOLE
0
0
3673
US BANCORP DEL
COM NEW
902973304
226
6145
SH
SOLE
0
0
6145
DISNEY WALT CO
COM DISNEY
254687106
229
2052
SH
SOLE
0
0
2052
VANGUARD INDEX FDS
VALUE ETF
922908744
237
2382
SH
SOLE
0
0
2382
OTIS WORLDWIDE CORP
COM
68902V107
243
4278
SH
SOLE
0
0
4278
JPMORGAN CHASE &CO
COM
46625H100
249
2645
SH
SOLE
0
0
2645
MONDELEZ INTL INC
CL A
609207105
250
4891
SH
SOLE
0
0
4891
DEERE &CO
COM
244199105
252
1602
SH
SOLE
0
0
1602
SOUTHERN CO
COM
842587107
271
5236
SH
SOLE
0
0
5236
ISHARES TR
MIN VOL EAFE ETF
46429B689
291
4403
SH
SOLE
0
0
4403
VOYAGER THERAPEUTICS INC
COM
92915B106
292
23150
SH
SOLE
0
0
23150
UNION PAC CORP
COM
907818108
296
1749
SH
SOLE
0
0
1749
SALESFORCE COM INC
COM
79466L302
308
1644
SH
SOLE
0
0
1644
DIAGEO P L C
SPON ADR NEW
25243Q205
315
2348
SH
SOLE
0
0
2348
PALO ALTO NETWORKS INC
COM
697435105
316
1375
SH
SOLE
0
0
1375
ILLINOIS TOOL WKS INC
COM
452308109
351
2008
SH
SOLE
0
0
2008
AUTOMATIC DATA PROCESSING IN
COM
053015103
367
2467
SH
SOLE
0
0
2467
VISA INC
COM CL A
92826C839
381
1973
SH
SOLE
0
0
1973
ABBOTT LABS
COM
002824100
387
4238
SH
SOLE
0
0
4238
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
387
4917
SH
SOLE
0
0
4917
EXXON MOBIL CORP
COM
30231G102
394
8813
SH
SOLE
0
0
8813
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
407
5179
SH
SOLE
0
0
5179
ISHARES TR
MSCI KLD400 SOC
464288570
421
3565
SH
SOLE
0
0
3565
CISCO SYS INC
COM
17275R102
441
9447
SH
SOLE
0
0
9447
GENERAL DYNAMICS CORP
COM
369550108
443
2964
SH
SOLE
0
0
2964
ORACLE CORP
COM
68389X105
462
8363
SH
SOLE
0
0
8363
CME GROUP INC
COM
12572Q105
467
2875
SH
SOLE
0
0
2875
VANGUARD INDEX FDS
SMALL CP ETF
922908751
471
3229
SH
SOLE
0
0
3229
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
473
4400
SH
SOLE
0
0
4400
DOMINION ENERGY INC
COM
25746U109
481
5919
SH
SOLE
0
0
5919
ISHARES TR
GL TIMB FORE ETF
464288174
491
8860
SH
SOLE
0
0
8860
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
492
2757
SH
SOLE
0
0
2757
MEDTRONIC PLC
SHS
G5960L103
492
5365
SH
SOLE
0
0
5365
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
509
8963
SH
SOLE
0
0
8963
PAYCHEX INC
COM
704326107
513
6767
SH
SOLE
0
0
6767
EVERSOURCE ENERGY
COM
30040W108
514
6172
SH
SOLE
0
0
6172
PFIZER INC
COM
717081103
520
15916
SH
SOLE
0
0
15916
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
550
14190
SH
SOLE
0
0
14190
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
560
25719
SH
SOLE
0
0
25719
UNITEDHEALTH GROUP INC
COM
91324P102
568
1926
SH
SOLE
0
0
1926
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
583
3895
SH
SOLE
0
0
3895
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
584
9484
SH
SOLE
0
0
9484
EVERGY INC
COM
30034W106
593
10000
SH
SOLE
0
0
10000
EMERSON ELEC CO
COM
291011104
598
9646
SH
SOLE
0
0
9646
ISHARES TR
S&P 500 VAL ETF
464287408
602
5560
SH
SOLE
0
0
5560
TJX COS INC NEW
COM
872540109
616
12182
SH
SOLE
0
0
12182
CVS HEALTH CORP
COM
126650100
633
9750
SH
SOLE
0
0
9750
UNILEVER PLC
SPON ADR NEW
904767704
642
11697
SH
SOLE
0
0
11697
FACEBOOK INC
CL A
30303M102
658
2896
SH
SOLE
0
0
2896
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
689
32262
SH
SOLE
0
0
32262
ALPHABET INC
CAP STK CL A
02079K305
691
487
SH
SOLE
0
0
487
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
720
14647
SH
SOLE
0
0
14647
COLGATE PALMOLIVE CO
COM
194162103
723
9866
SH
SOLE
0
0
9866
MCCORMICK &CO INC
COM NON VTG
579780206
725
4040
SH
SOLE
0
0
4040
NOVARTIS AG
SPONSORED ADR
66987V109
732
8375
SH
SOLE
0
0
8375
ABBVIE INC
COM
00287Y109
761
7248
SH
SOLE
0
0
7248
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
763
17678
SH
SOLE
0
0
17678
SCOTTS MIRACLE GRO CO
CL A
810186106
765
5685
SH
SOLE
0
0
5685
AMERICAN ELEC PWR CO INC
COM
025537101
833
10463
SH
SOLE
0
0
10463
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
876
5917
SH
SOLE
0
0
5917
REALTY INCOME CORP
COM
756109104
883
14845
SH
SOLE
0
0
14845
UNITED PARCEL SERVICE INC
CL B
911312106
907
8154
SH
SOLE
0
0
8154
NIKE INC
CL B
654106103
907
9251
SH
SOLE
0
0
9251
VERIZON COMMUNICATIONS INC
COM
92343V104
942
17080
SH
SOLE
0
0
17080
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
972
16993
SH
SOLE
0
0
16993
3M CO
COM
88579Y101
974
6247
SH
SOLE
0
0
6247
CONSTELLATION BRANDS INC
CL A
21036P108
979
5595
SH
SOLE
0
0
5595
MASTERCARD INCORPORATED
CL A
57636Q104
997
3372
SH
SOLE
0
0
3372
WELLTOWER INC
COM
95040Q104
1056
20402
SH
SOLE
0
0
20402
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
1066
16747
SH
SOLE
0
0
16747
INTEL CORP
COM
458140100
1320
22061
SH
SOLE
0
0
22061
AMGEN INC
COM
031162100
1336
5665
SH
SOLE
0
0
5665
MCDONALDS CORP
COM
580135101
1356
7350
SH
SOLE
0
0
7350
COCA COLA CO
COM
191216100
1464
32755
SH
SOLE
0
0
32755
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1501
5384
SH
SOLE
0
0
5384
BECTON DICKINSON &CO
COM
075887109
1530
6393
SH
SOLE
0
0
6393
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1598
32491
SH
SOLE
0
0
32491
ENBRIDGE INC
COM
29250N105
1617
53169
SH
SOLE
0
0
53169
STRYKER CORPORATION
COM
863667101
1639
9096
SH
SOLE
0
0
9096
ALPHABET INC
CAP STK CL C
02079K107
1644
1163
SH
SOLE
0
0
1163
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1748
8139
SH
SOLE
0
0
8139
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1748
80103
SH
SOLE
0
0
80103
PROCTER AND GAMBLE CO
COM
742718109
1861
15565
SH
SOLE
0
0
15565
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1983
16921
SH
SOLE
0
0
16921
AMERICAN TOWER CORP NEW
COM
03027X100
2001
7739
SH
SOLE
0
0
7739
CLOROX CO DEL
COM
189054109
2019
9203
SH
SOLE
0
0
9203
COMCAST CORP NEW
CL A
20030N101
2169
55637
SH
SOLE
0
0
55637
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
3832
19888
SH
SOLE
0
0
19888
JOHNSON &JOHNSON
COM
478160104
4066
28915
SH
SOLE
0
0
28915
PEPSICO INC
COM
713448108
4092
30940
SH
SOLE
0
0
30940
AMAZON COM INC
COM
023135106
5454
1977
SH
SOLE
0
0
1977
APPLE INC
COM
037833100
6618
18142
SH
SOLE
0
0
18142
MICROSOFT CORP
COM
594918104
6827
33547
SH
SOLE
0
0
33547
SPDR GOLD TR
GOLD SHS
78463V107
8775
52429
SH
SOLE
0
0
52429