Aevitas Wealth Management, Inc. Portfolio Holdings
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
Aevitas Wealth Management, Inc. has filed its 13F form on January 24, 2023 for Q4 2022 where it was disclosed a total value porftolio of $169 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $19.2M, Microsoft Corp with a value of $8.66M, Apple Inc. with a value of $7.68M, Pimco Enhanced Low Duration Ac with a value of $6.3M, and Exxon Mobil Corp with a value of $6.03M.
Examining the 13F form we can see an increase of $35.9M in the current position value, from $133M to 169M.
Below you can find more details about Aevitas Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$169 Million
ETFs: $56.8 Billion
Technology: $27.2 Billion
Healthcare: $23.1 Billion
Consumer Defensive: $16 Billion
Industrials: $8.45 Billion
Financial Services: $8.39 Billion
Energy: $7.65 Billion
Consumer Cyclical: $6.66 Billion
Other: $14.7 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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