Aevitas Wealth Management, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2022, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2022-12-31, active share 62.5%; sector active share 24.7% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
112 tracked positions · as of Dec 31, 2022 · Δ vs Sep 30, 2022Portfolio Trend
Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 33.8% | $56,655,437 |
| Technology | 17.1% | $28,601,815 |
| Healthcare | 13.6% | $22,707,583 |
| Consumer Defensive | 9.5% | $15,997,329 |
| Financial Services | 5.0% | $8,391,612 |
| Energy | 4.4% | $7,328,909 |
| Industrials | 4.2% | $7,043,113 |
| Consumer Cyclical | 4.0% | $6,658,943 |
| Communication Services | 3.3% | $5,580,488 |
| Real Estate | 2.5% | $4,248,601 |
| Utilities | 2.4% | $4,078,310 |
| Basic Materials | 0.2% | $279,343 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +64,731 | 89,315 | $4,420,199 | |
| LDUR | PIMCO Enhanced Low Duration Active Exchange-Traded Fund | +32,041 | 66,835 | $6,299,867 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +13,963 | 47,789 | $3,609,981 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | +12,202 | 25,132 | $2,887,415 | |
| VDE | VANGUARD ENERGY INDEX FUND | +1,752 | 37,796 | $4,583,898 | |
| CVS | CVS HEALTH Corp | +1,690 | 15,294 | $1,425,247 | |
| XOM | ExxonMobil Holdings Corp | +1,685 | 54,661 | $6,029,108 | |
| GOOG | Alphabet Inc. | +1,608 | 31,090 | $2,758,615 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +1,443 | 9,343 | $770,610 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +1,037 | 13,516 | $1,462,566 | |
| PAYX | Paychex Inc | +1,020 | 7,000 | $808,920 | |
| GOOGL | Alphabet Inc. | +980 | 9,640 | $850,537 | |
| PEP | Pepsico Inc | +472 | 32,233 | $5,823,213 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | +443 | 3,847 | $277,368 | |
| UPS | United Parcel Service Inc | +418 | 7,682 | $1,335,438 | |
| KO | Coca Cola Co | +406 | 32,234 | $2,050,404 | |
| USB | US Bancorp De | +363 | 7,655 | $333,834 | |
| CRM | Salesforce, Inc. | +250 | 1,914 | $253,777 | |
| VIG | Vanguard Specialized Funds | +240 | 15,448 | $2,345,778 | |
| MCD | Mcdonalds Corp | +232 | 7,915 | $2,085,839 | |
| GS | Goldman Sachs Group Inc | +216 | 1,488 | $510,949 | |
| SYK | Stryker Corp | +216 | 8,666 | $2,118,750 | |
| ABBV | AbbVie Inc. | +186 | 15,608 | $2,522,408 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | +169 | 4,896 | $1,163,534 | |
| ES | Eversource Energy | +154 | 6,500 | $544,960 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | −11,619 | 30,344 | $1,061,128 | |
| AMZN | Amazon Com Inc | −7,420 | 34,820 | $2,924,880 | |
| MDT | Medtronic plc | −3,572 | 7,575 | $588,729 | |
| VALE | Vale S.A. | −3,547 | 16,461 | $279,343 | |
| AAPL | Apple Inc. | −3,528 | 59,147 | $7,684,969 | |
| VPL | VANGUARD PACIFIC STOCK INDEX FUND | −3,446 | 4,997 | $321,556 | |
| CRWD | CrowdStrike Holdings, Inc. | −3,018 | 7,318 | $770,512 | |
| D | Dominion Energy, Inc | −2,814 | 3,902 | $239,270 | |
| NVDA | Nvidia Corp | −2,002 | 2,544 | $371,780 | |
| CTSH | Cognizant Technology Solutions Corp | −1,998 | 16,560 | $947,066 | |
| INTC | Intel Corp | −1,378 | 17,318 | $457,714 | |
| WELL | Welltower Inc. | −1,236 | 18,108 | $1,186,979 | |
| NKE | NIKE, Inc. | −1,039 | 5,980 | $699,719 | |
| TFC | Truist Financial Corp | −896 | 31,026 | $1,335,048 | |
| TXN | Texas Instruments Inc | −549 | 1,221 | $201,733 | |
| TJX | Tjx Companies Inc | −492 | 8,670 | $690,132 | |
| BRK-B | Berkshire Hathaway Inc | −450 | 10,007 | $3,091,162 | |
| O | Realty Income Corp | −449 | 23,174 | $1,469,926 | |
| PANW | Palo Alto Networks Inc | −370 | 29,033 | $4,051,264 | |
| VAW | VANGUARD MATERIALS INDEX FUND | −302 | 1,703 | $289,850 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −192 | 4,698 | $746,042 | |
| EVRG | Evergy, Inc. | −93 | 8,964 | $564,104 | |
| VMRK | Vivmark Residential | −59 | 5,519 | $325,621 | |
| RTX | RTX Corp | −11 | 8,845 | $892,637 | |
| MA | Mastercard Inc | −4 | 4,642 | $1,614,162 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHY | iShares 1-3 Year Treasury Bond ETF | 236,956 | $19,233,718 | |
| T | At&T Inc. | 49,441 | $910,208 | |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 8,092 | $798,275 | |
| VIS | VANGUARD INDUSTRIALS INDEX FUND | 2,452 | $447,833 | |
| EIX | Edison International | 4,614 | $293,542 | |
| AVGO | Broadcom Inc. | 479 | $267,823 | |
| CARR | CARRIER GLOBAL Corp | 5,365 | $221,306 | |
| MRK | Merck & Co., Inc. | 1,939 | $215,132 | |
| HSY | Hershey Co | 904 | $209,339 | |
| OTIS | Otis Worldwide Corp | 2,637 | $206,503 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
NEW | 236,956 | $19,233,718 | 11.48% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 36,091 | $8,655,343 | 5.17% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 59,147 | $7,684,969 | 4.59% | |
| LDUR |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
|
Added | 66,835 | $6,299,867 | 3.76% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 54,661 | $6,029,108 | 3.60% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 32,233 | $5,823,213 | 3.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 31,787 | $5,615,173 | 3.35% | |
| VDE |
VANGUARD ENERGY INDEX FUND
|
Added | 37,796 | $4,583,898 | 2.74% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 89,315 | $4,420,199 | 2.64% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 16,149 | $4,106,691 | 2.45% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 29,033 | $4,051,264 | 2.42% | |
| VHT |
VANGUARD HEALTH CARE INDEX FUND
|
Added | 14,664 | $3,637,405 | 2.17% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 47,789 | $3,609,981 | 2.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 10,007 | $3,091,162 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 34,820 | $2,924,880 | 1.75% | |
| IEI |
iShares 3-7 Year Treasury Bond ETF
|
Added | 25,132 | $2,887,415 | 1.72% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 31,090 | $2,758,615 | 1.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 15,608 | $2,522,408 | 1.51% | |
| VIG |
Vanguard Specialized Funds
|
Added | 15,448 | $2,345,778 | 1.40% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 14,836 | $2,248,544 | 1.34% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 8,666 | $2,118,750 | 1.26% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 7,915 | $2,085,839 | 1.24% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 32,234 | $2,050,404 | 1.22% | |
| ACN |
Accenture plc
Technology
|
Added | 7,157 | $1,909,773 | 1.14% | |
| VFH |
VANGUARD FINANCIALS INDEX FUND
|
Added | 22,856 | $1,890,876 | 1.13% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 4,642 | $1,614,162 | 0.96% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 5,752 | $1,510,705 | 0.90% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 6,478 | $1,501,276 | 0.90% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 23,174 | $1,469,926 | 0.88% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 13,516 | $1,462,566 | 0.87% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 15,294 | $1,425,247 | 0.85% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 7,682 | $1,335,438 | 0.80% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 31,026 | $1,335,048 | 0.80% | |
| ENB |
Enbridge Inc
Energy
|
Added | 33,243 | $1,299,801 | 0.78% | |
| AMT |
American Tower Corp
Real Estate
|
Added | 5,976 | $1,266,075 | 0.76% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,323 | $1,231,608 | 0.73% | |
| NVS |
Novartis AG
Healthcare
|
Added | 13,340 | $1,210,204 | 0.72% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 18,108 | $1,186,979 | 0.71% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Added | 4,896 | $1,163,534 | 0.69% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 30,344 | $1,061,128 | 0.63% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 10,721 | $1,029,859 | 0.61% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Reduced | 16,560 | $947,066 | 0.57% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 9,674 | $918,546 | 0.55% | |
| T |
At&T Inc.
Communication Services
|
NEW | 49,441 | $910,208 | 0.54% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Added | 14,699 | $900,607 | 0.54% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 8,845 | $892,637 | 0.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,640 | $850,537 | 0.51% | |
| PAYX |
Paychex Inc
Technology
|
Added | 7,000 | $808,920 | 0.48% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 10,239 | $806,730 | 0.48% | |
| MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
NEW | 8,092 | $798,275 | 0.48% |
Showing the top 50 of 112 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.