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