- New Purchases: ARKK, CRSP, EFX, GS, SBUX, MDB, VAW, TSLA, SMAR, WMT, TFC, BBN, NTLA,
- Added Positions: BDX, CRWD, VFH, GLD, GOOG, UL, PANW, MSFT, FB, CVS, JNJ, ABBV, CTSH, CRM, PEP, SO, JPM, ACN, TJX, DIS, VZ, MDLZ, EMR, AMGN, ABT, VNQ,
- Reduced Positions: ENB, AAPL, VIG, PFE, VEA, VPL, MMP, BSCM, MA, PG, AMZN, VXUS, WELL, D, MMM, NKE, SMG, CMCSA, KO, GOOGL, DE, UPS, VGT, INTC, VYM, AEP, AMT, SLV, EFAV, EVRG, UNH, OTIS, CMP, VPU, PEG,
- Sold Out: IVE, WOOD, DSI, VB, XOM, BIIB, T,
For the details of Aevitas Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/aevitas+wealth+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Aevitas Wealth Management, Inc.- SSgA SPDR Gold Shares (GLD) - 53,933 shares, 7.09% of the total portfolio. Shares added by 3.86%
- Apple Inc (AAPL) - 69,725 shares, 6.82% of the total portfolio. Shares reduced by 2.24%
- Microsoft Corp (MSFT) - 34,628 shares, 5.67% of the total portfolio. Shares added by 1.83%
- Amazon.com Inc (AMZN) - 1,923 shares, 4.61% of the total portfolio. Shares reduced by 1.18%
- PepsiCo Inc (PEP) - 32,025 shares, 3.50% of the total portfolio. Shares added by 1.42%
Aevitas Wealth Management, Inc. initiated holding in ARK Innovation ETF. The purchase prices were between $89.36 and $132.92, with an estimated average price of $107.01. The stock is now traded at around $145.280200. The impact to a portfolio due to this purchase was 1.25%. The holding were 13,627 shares as of 2020-12-31.
New Purchase: CRISPR Therapeutics AG (CRSP)Aevitas Wealth Management, Inc. initiated holding in CRISPR Therapeutics AG. The purchase prices were between $79.67 and $173.23, with an estimated average price of $119.38. The stock is now traded at around $198.294500. The impact to a portfolio due to this purchase was 0.42%. The holding were 3,747 shares as of 2020-12-31.
New Purchase: Equifax Inc (EFX)Aevitas Wealth Management, Inc. initiated holding in Equifax Inc. The purchase prices were between $136.6 and $195.17, with an estimated average price of $168.64. The stock is now traded at around $176.470000. The impact to a portfolio due to this purchase was 0.37%. The holding were 2,630 shares as of 2020-12-31.
New Purchase: Goldman Sachs Group Inc (GS)Aevitas Wealth Management, Inc. initiated holding in Goldman Sachs Group Inc. The purchase prices were between $189.04 and $263.71, with an estimated average price of $223.71. The stock is now traded at around $296.940000. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,458 shares as of 2020-12-31.
New Purchase: Starbucks Corp (SBUX)Aevitas Wealth Management, Inc. initiated holding in Starbucks Corp. The purchase prices were between $85.97 and $106.98, with an estimated average price of $95.76. The stock is now traded at around $101.690000. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,655 shares as of 2020-12-31.
New Purchase: MongoDB Inc (MDB)Aevitas Wealth Management, Inc. initiated holding in MongoDB Inc. The purchase prices were between $224.18 and $396, with an estimated average price of $281.27. The stock is now traded at around $369.990000. The impact to a portfolio due to this purchase was 0.2%. The holding were 750 shares as of 2020-12-31.
Added: Becton, Dickinson and Co (BDX)Aevitas Wealth Management, Inc. added to a holding in Becton, Dickinson and Co by 120.24%. The purchase prices were between $227.47 and $252.09, with an estimated average price of $239.1. The stock is now traded at around $264.040000. The impact to a portfolio due to this purchase was 1.42%. The holding were 14,093 shares as of 2020-12-31.
Added: CrowdStrike Holdings Inc (CRWD)Aevitas Wealth Management, Inc. added to a holding in CrowdStrike Holdings Inc by 74.08%. The purchase prices were between $123.5 and $224.9, with an estimated average price of $156.98. The stock is now traded at around $218.340000. The impact to a portfolio due to this purchase was 0.6%. The holding were 8,988 shares as of 2020-12-31.
Added: Vanguard Financials ETF (VFH)Aevitas Wealth Management, Inc. added to a holding in Vanguard Financials ETF by 40.14%. The purchase prices were between $58.32 and $72.85, with an estimated average price of $66.29. The stock is now traded at around $76.890000. The impact to a portfolio due to this purchase was 0.36%. The holding were 23,252 shares as of 2020-12-31.
Added: Unilever PLC (UL)Aevitas Wealth Management, Inc. added to a holding in Unilever PLC by 23.20%. The purchase prices were between $56.83 and $63.44, with an estimated average price of $60.27. The stock is now traded at around $59.800000. The impact to a portfolio due to this purchase was 0.12%. The holding were 14,446 shares as of 2020-12-31.
Added: Salesforce.com Inc (CRM)Aevitas Wealth Management, Inc. added to a holding in Salesforce.com Inc by 21.59%. The purchase prices were between $220.15 and $267.07, with an estimated average price of $242.81. The stock is now traded at around $215.150000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,999 shares as of 2020-12-31.
Sold Out: BTC iShares S&P 500 Value ETF (IVE)Aevitas Wealth Management, Inc. sold out a holding in BTC iShares S&P 500 Value ETF. The sale prices were between $109.25 and $128.02, with an estimated average price of $120.49.
Sold Out: iShares S&P Global Timber & Forestry Index Fund (WOOD)Aevitas Wealth Management, Inc. sold out a holding in iShares S&P Global Timber & Forestry Index Fund. The sale prices were between $63.06 and $80.21, with an estimated average price of $71.45.
Sold Out: BTC iShares MSCI KLD 400 Social Index Fund (DSI)Aevitas Wealth Management, Inc. sold out a holding in BTC iShares MSCI KLD 400 Social Index Fund. The sale prices were between $62.03 and $71.54, with an estimated average price of $67.64.
Sold Out: Vanguard Small Cap ETF (VB)Aevitas Wealth Management, Inc. sold out a holding in Vanguard Small Cap ETF. The sale prices were between $156.73 and $196.91, with an estimated average price of $177.14.
Sold Out: Exxon Mobil Corp (XOM)Aevitas Wealth Management, Inc. sold out a holding in Exxon Mobil Corp. The sale prices were between $31.57 and $44.01, with an estimated average price of $37.67.
Sold Out: Biogen Inc (BIIB)Aevitas Wealth Management, Inc. sold out a holding in Biogen Inc. The sale prices were between $236.26 and $355.63, with an estimated average price of $258.25.
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