Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AEVITAS WEALTH MANAGEMENT INC | 01-24-2023 | 12-31-2022 | 114 | 169,002,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC SVC ENTERPRISE GRP IN | COM | 51 | $900,627 | 14,699 | 0.00 | 0.62 | 53 | 0.36 | 12-31-2022 |
| RAYTHEON TECHNOLOGIES CORP | COM | 52 | $892,686 | 8,845 | 0.00 | 0.54 | -11 | -0.12 | 12-31-2022 |
| ALPHABET INC | CAP STK CL A | 53 | $850,537 | 9,640 | 0.00 | 0.62 | 980 | 11.32 | 12-31-2022 |
| PAYCHEX INC | COM | 54 | $808,927 | 7,000 | 0.00 | 0.50 | 1,020 | 17.06 | 12-31-2022 |
