| |
|
|
| Name: |
Aevitas Wealth Management Inc. |
| City: |
WELLESLEY HILLS |
| State: |
MA |
| Zip: |
02481 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
10 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SHY |
Ishares Barclays 1-3 Treasu... |
1 |
New |
$81.28 |
$19,234,000 |
236,956 |
11.38% |
19,234,000 |
236,956 |
0.026 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
44 |
New |
$17.17 |
$910,000 |
49,441 |
0.54% |
910,000 |
49,441 |
0.001 |
Long Distance Carriers |
|
|
MINT |
Pimco ETF Trust |
50 |
New |
$100.33 |
$798,000 |
8,092 |
0.47% |
798,000 |
8,092 |
0.006 |
Closed - End Fund - Debt |
|
|
VIS |
Vanguard Industrials ETF |
79 |
New |
$243.15 |
$448,000 |
2,452 |
0.27% |
448,000 |
2,452 |
0.011 |
Closed - End Fund - E... |
|
|
EIX |
Edison International |
97 |
New |
$74.89 |
$294,000 |
4,614 |
0.17% |
294,000 |
4,614 |
0.001 |
Electric Utilities |
|
|
AVGO |
Broadcom Limited |
102 |
New |
$1,332.80 |
$268,000 |
479 |
0.16% |
268,000 |
479 |
0 |
Semiconductor- Broad... |
|
|
CARR |
Carrier Global Corp |
109 |
New |
$65.50 |
$221,000 |
5,365 |
0.13% |
221,000 |
5,365 |
0.001 |
N/A |
|
|
MRK |
Merck & Co Inc |
110 |
New |
$131.20 |
$215,000 |
1,939 |
0.13% |
215,000 |
1,939 |
0 |
Drug Manufacturers - ... |
|
|
HSY |
Hershey Foods Corp |
111 |
New |
$204.78 |
$209,000 |
904 |
0.12% |
209,000 |
904 |
0.001 |
Confectioners |
|
|
OTIS |
Otis Worldwide Corp |
112 |
New |
$97.10 |
$206,000 |
2,637 |
0.12% |
206,000 |
2,637 |
0.001 |
N/A |
|
