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Aevitas Wealth Management, Inc.

Q1 2018 Holdings

Filed 2018-05-15 | 474 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ameriprise Finl Inc COM(AMP)CS03076C106$1379230.0%
Caterpillar Inc(CAT)CS149123101$1439710.0%
Kimberly Clark Corp(KMB)CS494368103$1431,2970.0%
YUM Brands Inc(YUM)CS988498101$1461,7100.0%
National Grid Spon ADR Each REP 5 ORD Shs(post Splt)(NGG)CS636274409$1482,6260.0%
BlackRock Taxable Municipal Bond Trust(BBN)CS09248X100$1486,5680.0%
Praxair IncCS74005P104$1521,0500.0%
Ishares TR Msci Kld400 SOC(DSI)CS464288570$1531,5700.0%
Energy Transfer Equity L P COM UT LTD PTN(ET)CS29273V100$16511,6040.0%
DR Pepper Snapple Group Inc COMCS26138E109$1661,4060.0%
JPMorgan Chase & Co(JPM)CS46625H100$1671,5200.0%
Home Depot Inc COM(HD)CS437076102$1699470.0%
Abbott Laboratories(ABT)CS002824100$1712,8590.0%
Omnicom Cap Inc COM STK Usd0.15(OMC)CS681919106$1712,3580.0%
Vanguard Index FDS Midcap Growth Index Viper SHS(VOT)CS922908538$1731,3360.0%
Disney Walt Co(DIS)CS254687106$1791,7800.0%
Union Pacific Corp(UNP)CS907818108$1891,4070.0%
Citigroup Inc COM New(C)CS172967424$1902,8150.0%
Unilever N V N Y SHS New(UNUSD)CS904784709$2163,8380.0%
Intl Business Mach(IBM)CS459200101$2211,4420.0%
Chevron Corp New COM(CVX)CS166764100$2271,9920.0%
Boeing Co(BA)CS097023105$2276930.0%
Comcast Corp New CL A(CMCSA)CS20030N101$2296,7070.0%
CVS Health Corp COM(CVS)CS126650100$2343,7540.0%
Public Service Enterprise Group Inc(PEG)CS744573106$2424,8090.0%
Discover Finl Svcs(DFSEUR)CS254709108$2433,3750.0%
Dominion Energy Inc COM(D)CS25746U109$2473,6580.0%
Qualcomm Inc(QCOM)CS747525103$2504,5120.0%
Deere & Company(DE)CS244199105$2571,6570.0%
Stryker Corp(SYK)CS863667101$2631,6370.0%
Sysco Corp(SYY)CS871829107$2714,5260.0%
Southern Co(SO)CS842587107$2796,2540.0%
Booking Hldgs Inc COM(BKNG)CS09857L108$2911400.0%
Philip Morris Intl Inc COM(PM)CS718172109$2912,9230.0%
Pfizer Inc(PFE)CS717081103$2938,2590.0%
Illinois Tool Works(ITW)CS452308109$3051,9460.0%
Check Point Software Technologies ORD Ils0.01(CHKP)CSM22465104$3083,1000.0%
Crispr Therapeutics AG COM Chf0.03(CRSP)CSH17182108$3136,8460.0%
Altria Group Inc(MO)CS02209S103$3195,1260.0%
Automatic Data Processing Inc(ADP)CS053015103$3312,9200.0%
Vanguard Malvern FDS Short-Term Inflation Protected Secs Index FD ETF SHS(VTIP)CS922020805$3316,7670.0%
Gilead Sciences Inc(GILD)CS375558103$3324,4100.0%
Honeywell Intl Inc(HON)CS438516106$3402,3510.0%
Eversource Energy COM(ES)CS30040W108$3495,9170.0%
Vanguard Real Estate ETF(VNQ)CS922908553$3584,7460.0%
Vanguard Whitehall FDS High Dividend Yield ETF SHS(VYM)CS921946406$3614,3730.0%
Allergan Plc. COM Usd0.0001CSG0177J108$3652,1690.0%
Nuveen S&P 500 Buy-Write Inc COM(XBXMX)CS6706ER101$37127,8180.0%
AT&T Inc COM Usd1(T)CS00206R102$37510,5180.0%
Diageo ADR Each Repr 4 ORD Gbx28.935185(DGED)CS25243Q205$3762,7770.0%
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