Aevitas Wealth Management, Inc. Incresed Positions in Q4 2022

Aevitas Wealth Management, Inc.

  • $169 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
216
+ 16.98%
$293.4 - $388.86 $63.4K - $84K
1.49K $0
CME
Cme Group Inc.

Financial Services
127
+ 4.41%
$167.68 - $182.13 $21.3K - $23.1K
3K $0
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.27%
$186.03 - $228.97 $1.12K - $1.37K
2.26K $0
VPU
Vanguard Utilities ETF

ETFs
40
+ 1.34%
$134.2 - $158.16 $5.37K - $6.33K
3.03K $0
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.29%
$101.96 - $137.84 $1.02K - $1.38K
3.45K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
85
+ 0.97%
$45.45 - $53.83 $3.86K - $4.58K
8.8K $0
UL
Unilever PLC

Consumer Defensive
20
+ 0.23%
$43.24 - $51.51 $865 - $1.03K
8.7K $0
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.22%
$39.58 - $49.97 $712 - $899
8.29K $0
SO
Southern CO

Utilities
17
+ 0.32%
$63.44 - $72.26 $1.08K - $1.23K
5.4K $0
ISEE
Iveric Bio, Inc.

Healthcare
100
+ 0.57%
$17.24 - $23.95 $1.72K - $2.4K
17.8K $0
DEO
Diageo PLC

Consumer Defensive
9
+ 0.47%
$162.98 - $191.39 $1.47K - $1.72K
1.94K $0
GIS
General Mills Inc

Consumer Defensive
5
+ 0.12%
$74.97 - $87.56 $375 - $438
4.09K $0
USB
Us Bancorp \De\

Financial Services
363
+ 4.98%
$38.79 - $45.63 $14.1K - $16.6K
7.66K $0
VEA
Vanguard Ftse Developed Market

ETFs
57
+ 0.74%
$36.19 - $43.78 $2.06K - $2.5K
7.75K $0
PFE
Pfizer Inc

Healthcare
11
+ 0.18%
$41.75 - $54.5 $459 - $600
6.11K $0
HON
Honeywell International Inc

Industrials
5
+ 0.34%
$171.41 - $220.05 $857 - $1.1K
1.46K $0
VTV
Vanguard Value ETF

ETFs
6
+ 0.27%
$124.69 - $146.24 $748 - $877
2.22K $0
SYY
Sysco Corp

Consumer Defensive
3
+ 0.07%
$72.09 - $86.56 $216 - $260
4.01K $0
UNP
Union Pacific Corp

Industrials
6
+ 0.44%
$186.45 - $218.02 $1.12K - $1.31K
1.36K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
443
+ 13.01%
$65.75 - $75.5 $29.1K - $33.4K
3.85K $0
MMM
3 M CO

Industrials
11
+ 0.5%
$107.52 - $132.98 $1.18K - $1.46K
2.19K $0
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.37%
$269.46 - $333.38 $808 - $1K
818 $0
CRM
Salesforce, Inc.

Technology
250
+ 15.02%
$128.21 - $165.27 $32.1K - $41.3K
1.91K $0
SRE
Sempra Energy

Utilities
4
+ 0.27%
$139.74 - $167.28 $559 - $669
1.5K $0
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.21%
$452.99 - $539.25 $453 - $539
486 $0
Activity Summary
Buys All Purchases 86 New Holdings 10 Increased Positions 76 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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