Aevitas Wealth Management, Inc – GuruFocus.com

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Aevitas Wealth Management, Inc. recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

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According to the latest 13F report, the guru’s stock portfolio contained 109 stocks valued at a total of $148.00 million. The top holdings were MSFT (6.19%), AAPL (6.04%) and GLD (4.09%).

According to data from GuruFocus, these were Aevitas Wealth Management, Inc.’s top five deals of the quarter.

Berkshire Hathaway Inc.

During the quarter, Aevitas Wealth Management, Inc. purchased 7,745 shares of NYSE:BRK.B for a total holding of 10,667. The transaction had a 1.43% impact on the equity portfolio. During the quarter, the stock traded at an average price of $314.34.

On 7/22/2022, Berkshire Hathaway Inc traded at a price of $284.925 per share and a market capitalization of $628.38 billion. The stock has returned 2.50% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Berkshire Hathaway Inc has a price/earnings ratio of 7.71, a price/book ratio of 1.23, a price/earnings/growth (PEG) ratio of 0.25, an EV/Ebitda ratio of 6.03 and a price-to-sales ratio of 1.81.

The GF price/value ratio is 0.98, giving the stock a GF value rank of 6.

Enbridge Inc.

The guru established a new position worth 32,412 shares in NYSE:ENB, giving the stock a 0.93% weighting in the equity portfolio. The shares traded at an average price of $44.66 during the quarter.

On 7/22/2022, Enbridge Inc traded at a price of $42.88 per share and a market capitalization of $87.18 billion. The stock has returned 18.28% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Enbridge Inc has a price/earnings ratio of 19.25, a price/book ratio of 2.06, a price/earnings/growth (PEG) ratio of 6.64, an EV/Ebitda ratio of 13.36 and a price-to-sales ratio of 2.25.

The GF price-to-value ratio is 1.02, giving the stock a GF value rank of 5.

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

During the quarter, Aevitas Wealth Management, Inc. purchased 13,099 shares of ARCA:LDUR for a total of 28,921 shares. The transaction had an impact of 0.85% on the equity portfolio. During the quarter, the stock traded at an average price of $96.75.

On 7/22/2022, the PIMCO Enhanced Low Duration Active Exchange-Traded Fund traded at a price of $95.91 per share and a market capitalization of $1.46 billion. The stock has returned -4.69% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

Vanguard Tax-Exempt Bond ETF

The guru established a new position worth 22,831 shares in ARCA:VTEB, giving the stock a 0.77% weighting in the equity portfolio. The shares traded at an average price of $49.99 during the quarter.

On 7/22/2022, Vanguard Tax-Exempt Bond ETF traded at a price of $50.73 per share and a market capitalization of $18.03 billion. The stock has returned -7.22% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

Medtronic APIs

During the quarter, Aevitas Wealth Management, Inc. purchased 6,019 shares of NYSE:MDT for a total of 11,509 shares. The transaction had an impact of 0.37% on the equity portfolio. During the quarter, the stock traded at an average price of $101.48.

On 7/22/2022, Medtronic PLC traded at a price of $90.175 per share and a market capitalization of $119.66 billion. The stock has returned -27.13% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Medtronic PLC has a price/earnings ratio of 24.15, a price/pounds ratio of 2.28, an EV/Ebitda ratio of 15.19 and a price/sales ratio of 3.86.

The GF price/value ratio is 0.78, giving the stock a GF value rank of 9.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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