0001722117-21-000003.txt : 20210722
0001722117-21-000003.hdr.sgml : 20210722
20210722135753
ACCESSION NUMBER: 0001722117-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210722
DATE AS OF CHANGE: 20210722
EFFECTIVENESS DATE: 20210722
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: 211107106
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
06-30-2021
06-30-2021
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
Wellesley Hills
MA
07-22-2021
0
123
156558
false
INFORMATION TABLE
2
13FAevitas20210630.xml
3M CO
COM
88579Y101
1220
6142
SH
SOLE
0
0
6142
ABBOTT LABS
COM
002824100
601
5184
SH
SOLE
0
0
5184
ABBVIE INC
COM
00287Y109
1850
16421
SH
SOLE
0
0
16421
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2509
8512
SH
SOLE
0
0
8512
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
925
5457
SH
SOLE
0
0
5457
ALPHABET INC
CAP STK CL A
02079K305
1096
449
SH
SOLE
0
0
449
AMAZON COM INC
COM
023135106
7448
2165
SH
SOLE
0
0
2165
AMERICAN ELEC PWR CO INC
COM
025537101
802
9478
SH
SOLE
0
0
9478
AMERICAN TOWER CORP NEW
COM
03027X100
2005
7421
SH
SOLE
0
0
7421
AMGEN INC
COM
031162100
1492
6121
SH
SOLE
0
0
6121
APPLE INC
COM
037833100
9750
71187
SH
SOLE
0
0
71187
ARK ETF TR
INNOVATION ETF
00214Q104
3159
24156
SH
SOLE
0
0
24156
AUTOMATIC DATA PROCESSING IN
COM
053015103
497
2503
SH
SOLE
0
0
2503
BECTON DICKINSON &CO
COM
075887109
3775
15523
SH
SOLE
0
0
15523
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
813
2927
SH
SOLE
0
0
2927
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
205
7969
SH
SOLE
0
0
7969
CARRIER GLOBAL CORPORATION
COM
14448C104
272
5603
SH
SOLE
0
0
5603
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
511
4400
SH
SOLE
0
0
4400
CISCO SYS INC
COM
17275R102
499
9412
SH
SOLE
0
0
9412
CLOROX CO DEL
COM
189054109
1655
9199
SH
SOLE
0
0
9199
CME GROUP INC
COM
12572Q105
612
2876
SH
SOLE
0
0
2876
COCA COLA CO
COM
191216100
1706
31532
SH
SOLE
0
0
31532
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
1084
15655
SH
SOLE
0
0
15655
COLGATE PALMOLIVE CO
COM
194162103
827
10168
SH
SOLE
0
0
10168
COMCAST CORP NEW
CL A
20030N101
3193
55993
SH
SOLE
0
0
55993
CONSTELLATION BRANDS INC
CL A
21036P108
1492
6379
SH
SOLE
0
0
6379
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
694
4287
SH
SOLE
0
0
4287
CROWDSTRIKE HLDGS INC
CL A
22788C105
2329
9268
SH
SOLE
0
0
9268
CVS HEALTH CORP
COM
126650100
1016
12181
SH
SOLE
0
0
12181
DEERE &CO
COM
244199105
501
1421
SH
SOLE
0
0
1421
DIAGEO PLC
SPON ADR NEW
25243Q205
467
2437
SH
SOLE
0
0
2437
DISCOVER FINL SVCS
COM
254709108
250
2116
SH
SOLE
0
0
2116
DISNEY WALT CO
COM
254687106
372
2116
SH
SOLE
0
0
2116
DOMINION ENERGY INC
COM
25746U109
428
5813
SH
SOLE
0
0
5813
EMERSON ELEC CO
COM
291011104
1004
10436
SH
SOLE
0
0
10436
ENBRIDGE INC
COM
29250N105
1205
30087
SH
SOLE
0
0
30087
EQUIFAX INC
COM
294429105
768
3207
SH
SOLE
0
0
3207
EQUITY RESIDENTIAL
SH BEN INT
29476L107
469
6088
SH
SOLE
0
0
6088
EVERGY INC
COM
30034W106
547
9044
SH
SOLE
0
0
9044
EVERSOURCE ENERGY
COM
30040W108
514
6403
SH
SOLE
0
0
6403
EXXON MOBIL CORP
COM
30231G102
223
3531
SH
SOLE
0
0
3531
FACEBOOK INC
CL A
30303M102
1631
4692
SH
SOLE
0
0
4692
GENERAL DYNAMICS CORP
COM
369550108
541
2876
SH
SOLE
0
0
2876
GENERAL MLS INC
COM
370334104
213
3500
SH
SOLE
0
0
3500
GOLDMAN SACHS GROUP INC
COM
38141G104
549
1446
SH
SOLE
0
0
1446
HOME DEPOT INC
COM
437076102
272
852
SH
SOLE
0
0
852
HONEYWELL INTL INC
COM
438516106
313
1426
SH
SOLE
0
0
1426
ILLINOIS TOOL WKS INC
COM
452308109
497
2224
SH
SOLE
0
0
2224
INTEL CORP
COM
458140100
1131
20140
SH
SOLE
0
0
20140
INTELLIA THERAPEUTICS INC
COM
45826J105
607
3750
SH
SOLE
0
0
3750
INTUIT
COM
461202103
331
676
SH
SOLE
0
0
676
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1542
71424
SH
SOLE
0
0
71424
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
46137V258
502
6500
SH
SOLE
0
0
6500
ISHARES SILVER TR
ISHARES
46428Q109
230
9500
SH
SOLE
0
0
9500
ISHARES TR
MSCI EAFE MIN VL
46429B689
306
4056
SH
SOLE
0
0
4056
JOHNSON &JOHNSON
COM
478160104
5169
31379
SH
SOLE
0
0
31379
JPMORGAN CHASE &CO
COM
46625H100
486
3124
SH
SOLE
0
0
3124
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
309
6324
SH
SOLE
0
0
6324
MASTERCARD INCORPORATED
CL A
57636Q104
1035
2834
SH
SOLE
0
0
2834
MCCORMICK &CO INC
COM NON VTG
579780206
716
8105
SH
SOLE
0
0
8105
MCDONALDS CORP
COM
580135101
1771
7668
SH
SOLE
0
0
7668
MEDTRONIC PLC
SHS
G5960L103
662
5335
SH
SOLE
0
0
5335
MICROSOFT CORP
COM
594918104
10123
37366
SH
SOLE
0
0
37366
MONDELEZ INTL INC
CL A
609207105
317
5079
SH
SOLE
0
0
5079
MONGODB INC
CL A
60937P106
208
575
SH
SOLE
0
0
575
NIKE INC
CL B
654106103
1369
8859
SH
SOLE
0
0
8859
NOVARTIS AG
SPONSORED ADR
66987V109
1661
18209
SH
SOLE
0
0
18209
ORACLE CORP
COM
68389X105
593
7619
SH
SOLE
0
0
7619
OTIS WORLDWIDE CORP
COM
68902V107
225
2752
SH
SOLE
0
0
2752
PALO ALTO NETWORKS INC
COM
697435105
3120
8408
SH
SOLE
0
0
8408
PAYCHEX INC
COM
704326107
731
6809
SH
SOLE
0
0
6809
PEPSICO INC
COM
713448108
4879
32930
SH
SOLE
0
0
32930
PROCTER AND GAMBLE CO
COM
742718109
2032
15061
SH
SOLE
0
0
15061
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
872
14600
SH
SOLE
0
0
14600
QUALCOMM INC
COM
747525103
235
1641
SH
SOLE
0
0
1641
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
769
9011
SH
SOLE
0
0
9011
REALTY INCOME CORP
COM
756109104
952
14258
SH
SOLE
0
0
14258
SALESFORCE COM INC
COM
79466L302
579
2369
SH
SOLE
0
0
2369
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
235
4295
SH
SOLE
0
0
4295
SCOTTS MIRACLE-GRO CO
CL A
810186106
1019
5309
SH
SOLE
0
0
5309
SMARTSHEET INC
COM CL A
83200N103
359
4965
SH
SOLE
0
0
4965
SOUTHERN CO
COM
842587107
363
5997
SH
SOLE
0
0
5997
SPDR GOLD TR
GOLD SHS
78463V107
6132
37021
SH
SOLE
0
0
37021
STARBUCKS CORP
COM
855244109
431
3852
SH
SOLE
0
0
3852
STRYKER CORPORATION
COM
863667101
2426
9341
SH
SOLE
0
0
9341
SYSCO CORP
COM
871829107
297
3818
SH
SOLE
0
0
3818
TESLA INC
COM
88160R101
243
358
SH
SOLE
0
0
358
TEXAS INSTRS INC
COM
882508104
365
1899
SH
SOLE
0
0
1899
TJX COS INC NEW
COM
872540109
946
14035
SH
SOLE
0
0
14035
TRUIST FINL CORP
COM
89832Q109
255
4586
SH
SOLE
0
0
4586
UNILEVER PLC
SPON ADR NEW
904767704
850
14537
SH
SOLE
0
0
14537
UNION PAC CORP
COM
907818108
368
1674
SH
SOLE
0
0
1674
UNITED PARCEL SERVICE INC
CL B
911312106
1634
7856
SH
SOLE
0
0
7856
UNITEDHEALTH GROUP INC
COM
91324P102
903
2256
SH
SOLE
0
0
2256
US BANCORP DEL
COM NEW
902973304
377
6611
SH
SOLE
0
0
6611
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
843
8280
SH
SOLE
0
0
8280
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
1203
14614
SH
SOLE
0
0
14614
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
262
5004
SH
SOLE
0
0
5004
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2437
15742
SH
SOLE
0
0
15742
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1897
28880
SH
SOLE
0
0
28880
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
446
8649
SH
SOLE
0
0
8649
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
659
6294
SH
SOLE
0
0
6294
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
4868
19700
SH
SOLE
0
0
19700
VERIZON COMMUNICATIONS INC
COM
92343V104
1024
18279
SH
SOLE
0
0
18279
VISA INC
COM CL A
92826C839
544
2329
SH
SOLE
0
0
2329
VOYAGER THERAPEUTICS INC
COM
92915B106
91
22150
SH
SOLE
0
0
22150
WALMART INC
COM
931142103
225
1593
SH
SOLE
0
0
1593
WELLTOWER INC
COM
95040Q104
1595
19189
SH
SOLE
0
0
19189
ALPHABET INC
CAP STK CL C
02079K107
3567
1423
SH
SOLE
0
0
1423
ARK ETF TR
FINTECH INNOVA
00214Q708
1159
21425
SH
SOLE
0
0
21425
ARK ETF TR
GENOMIC REV ETF
00214Q302
1392
15049
SH
SOLE
0
0
15049
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
374
4339
SH
SOLE
0
0
4339
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
600
28415
SH
SOLE
0
0
28415
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
526
24193
SH
SOLE
0
0
24193
ISHARES TR
S&P MC 400VL ETF
464287705
623
5918
SH
SOLE
0
0
5918
ISHARES TR
MSCI USA MIN VOL
46429B697
253
3434
SH
SOLE
0
0
3434
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
268
1135
SH
SOLE
0
0
1135
VANGUARD INDEX FDS
VALUE ETF
922908744
331
2409
SH
SOLE
0
0
2409
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2130
5342
SH
SOLE
0
0
5342
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
720
3942
SH
SOLE
0
0
3942
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
2258
24969
SH
SOLE
0
0
24969
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
255
1840
SH
SOLE
0
0
1840
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
542
2997
SH
SOLE
0
0
2997