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Perigon Wealth Management

Latest statistics and disclosures from Perigon Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, IVV, AMZN, QQQ, and represent 19.87% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$59M), SCHG (+$15M), IWM (+$15M), SCHX (+$13M), NVDA (+$12M), AVGO (+$11M), SCHV (+$11M), SCHF (+$5.8M), UBER (+$5.6M), IWR (+$5.5M).
Started 122 new stock positions in SIMO, RWAY, PSP, UITB, PHYS, FITB, GEO, KHC, FPE, RJF.
Reduced shares in these 10 stocks: , Ishares Tr option (-$14M), IVV (-$11M), AGG, PLTR, MRO, HYS, Lam Research Corporation, IUSB, ANET.
Sold out of its positions in ADMA, PPLT, LNT, AEO, BUD, ANET, BlackRock, BAM, BF.B, CDW.
Perigon Wealth Management was a net buyer of stock by $266M.
Perigon Wealth Management has $4.1B in assets under management (AUM), dropping by 7.47%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 1045 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Perigon Wealth Management has 1045 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perigon Wealth Management Dec. 31, 2024 positions
Download the Perigon Wealth Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.5	$266M		1.2M	228.26	View chart
NVIDIA Corporation (NVDA)	5.9	$239M	+5%	1.8M	133.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$119M	-8%	200k	594.62	View chart
Amazon (AMZN)	2.4	$96M		434k	220.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$90M	+2%	175k	513.08	View chart
Microsoft Corporation (MSFT)	1.9	$77M	+6%	181k	424.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$65M	+7%	120k	544.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$59M	NEW	99k	591.64	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$56M		1.6M	35.21	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$54M		277k	194.41	View chart
Home Depot (HD)	1.1	$44M	+8%	108k	409.33	View chart
Meta Platforms Cl A (META)	1.1	$43M	-4%	70k	611.30	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.0	$43M	+8%	398k	107.13	View chart
Occidental Petroleum Corporation (OXY)	1.0	$42M		811k	52.30	View chart
Ishares Tr Core Total Usd (IUSB)	1.0	$40M	-7%	890k	45.19	View chart
Visa Com Cl A (V)	1.0	$40M		126k	317.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$40M	-4%	207k	192.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$35M		120k	293.49	View chart
Broadcom (AVGO)	0.9	$35M	+45%	153k	229.41	View chart
Tesla Motors (TSLA)	0.8	$34M	-2%	83k	413.82	View chart
JPMorgan Chase & Co. (JPM)	0.8	$32M	+6%	127k	254.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$30M	+21%	72k	410.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$29M	-5%	448k	64.41	View chart
Eli Lilly & Co. (LLY)	0.7	$28M	-4%	37k	757.61	View chart
Moody's Corporation (MCO)	0.7	$27M		55k	479.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$26M		57k	462.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$26M	+12%	146k	179.47	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$26M	+6%	244k	105.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$24M	-14%	247k	96.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$22M	+10%	188k	117.37	View chart
Mastercard Incorporated Cl A (MA)	0.5	$22M		42k	523.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$21M		727k	29.43	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.5	$21M	+24%	364k	57.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$20M		126k	158.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$20M	+316%	708k	27.92	View chart
Abbvie (ABBV)	0.5	$19M	+18%	111k	173.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$19M	+5%	857k	22.45	View chart
Costco Wholesale Corporation (COST)	0.5	$19M	+5%	21k	919.73	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$19M	+33%	188k	100.49	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$19M		301k	61.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$18M	+18%	347k	51.66	View chart
McDonald's Corporation (MCD)	0.4	$17M	+10%	62k	279.74	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$17M	+12%	692k	25.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$17M	+321%	739k	23.48	View chart
American Express Company (AXP)	0.4	$17M		55k	311.48	View chart
Thermo Fisher Scientific (TMO)	0.4	$17M		30k	561.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$17M	+9%	66k	250.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$17M	-7%	51k	326.23	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$16M		400k	41.06	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$16M	+16%	176k	91.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$16M	+4%	221k	71.03	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$16M	-10%	111k	141.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$15M	+223%	571k	26.70	View chart
salesforce (CRM)	0.4	$15M		48k	320.00	View chart
Exxon Mobil Corporation (XOM)	0.4	$15M	-2%	136k	111.32	View chart
Wells Fargo & Company (WFC)	0.4	$15M	+2%	197k	75.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$15M	+15%	149k	98.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$15M	NEW	65k	224.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$14M	+13%	75k	192.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$14M	+15%	271k	53.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$14M	-5%	294k	48.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$14M	+16%	273k	51.25	View chart
Chevron Corporation (CVX)	0.3	$14M	+8%	86k	159.38	View chart
Johnson & Johnson (JNJ)	0.3	$13M	-3%	89k	147.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$13M	+2%	66k	197.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$13M	+3%	261k	49.83	View chart
Wal-Mart Stores (WMT)	0.3	$13M		140k	91.30	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$13M	+47%	270k	46.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$12M	+9%	68k	179.17	View chart
Bank of America Corporation (BAC)	0.3	$12M	+34%	259k	46.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$12M	+7%	19k	618.15	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$12M	+4%	228k	51.98	View chart
Charles Schwab Corporation (SCHW)	0.3	$12M		157k	75.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$12M	+20%	172k	68.95	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$12M	-8%	203k	58.17	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$12M	+17%	371k	31.55	View chart
Applovin Corp Com Cl A (APP)	0.3	$12M	-6%	35k	332.01	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$12M	+21%	205k	56.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$11M	-4%	147k	76.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$11M	+19%	127k	87.04	View chart
Procter & Gamble Company (PG)	0.3	$11M	+9%	68k	160.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$11M	-2%	62k	176.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$11M	+3%	105k	102.50	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$11M	+14%	166k	64.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$11M	-16%	131k	82.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$11M	+7%	43k	247.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$10M	+125%	553k	18.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$10M	+8%	59k	173.70	View chart
Lockheed Martin Corporation (LMT)	0.2	$10M	+30%	21k	486.86	View chart
Netflix (NFLX)	0.2	$10M	+5%	12k	842.36	View chart
Cme (CME)	0.2	$9.8M		42k	232.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$9.8M	+26%	136k	71.93	View chart
Cisco Systems (CSCO)	0.2	$9.4M	+2%	158k	59.82	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$9.2M		78k	118.70	View chart
Automatic Data Processing (ADP)	0.2	$9.2M	+33%	31k	296.23	View chart
UnitedHealth (UNH)	0.2	$9.0M	+29%	18k	510.58	View chart
Qualcomm (QCOM)	0.2	$8.9M		55k	161.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.8M		73k	120.46	View chart
Walt Disney Company (DIS)	0.2	$8.7M	-5%	82k	106.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$8.6M	+171%	95k	91.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$8.6M	-5%	111k	77.35	View chart
Travelers Companies (TRV)	0.2	$8.6M	-4%	35k	242.37	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$8.5M		60k	140.76	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$8.3M		164k	50.58	View chart
Hashicorp Com Cl A (HCP)	0.2	$8.3M	+42%	241k	34.31	View chart
Deere & Company (DE)	0.2	$8.2M	+2%	19k	439.10	View chart
Abbott Laboratories (ABT)	0.2	$8.2M	+24%	72k	113.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$8.1M		82k	99.03	View chart
Palantir Technologies Cl A (PLTR)	0.2	$7.9M	-32%	114k	69.24	View chart
Caterpillar (CAT)	0.2	$7.8M	-9%	21k	380.55	View chart
Essex Property Trust (ESS)	0.2	$7.8M		27k	283.75	View chart
Merck & Co (MRK)	0.2	$7.6M	-6%	76k	100.70	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$7.6M		184k	41.29	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$7.6M		156k	48.70	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$7.6M	+12%	306k	24.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$7.6M	-9%	71k	106.69	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$7.5M	+14%	81k	93.63	View chart
Coca-Cola Company (KO)	0.2	$7.4M		120k	62.25	View chart
Goldman Sachs (GS)	0.2	$7.4M	+36%	12k	613.01	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$7.2M	+22%	65k	111.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$7.0M	+137%	156k	44.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$7.0M	+14%	138k	50.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$6.7M	+32%	67k	98.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.7M		17k	402.04	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$6.5M	+3%	105k	61.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$6.5M	+9%	124k	52.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.4M	+3%	80k	80.19	View chart
Verizon Communications (VZ)	0.2	$6.4M	+4%	166k	38.34	View chart
Morgan Stanley Com New (MS)	0.2	$6.4M	+70%	47k	135.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$6.4M	+2%	110k	57.65	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$6.4M	+2%	140k	45.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$6.3M		27k	230.50	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$6.3M	+17%	96k	65.04	View chart
Citigroup Com New (C)	0.2	$6.2M	+32%	79k	78.51	View chart
C3 Ai Cl A (AI)	0.1	$6.1M	-10%	187k	32.31	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$6.0M	-9%	103k	58.27	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$6.0M	-29%	65k	92.38	View chart
Comcast Corp Cl A (CMCSA)	0.1	$5.9M	-2%	163k	36.31	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.8M		49k	118.49	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.8M	-5%	50k	115.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.8M	+3%	65k	89.71	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$5.8M	+3%	136k	42.44	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$5.7M	+186%	135k	41.92	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$5.6M		80k	70.25	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.6M	+4%	43k	130.36	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$5.6M	-21%	231k	24.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.6M		128k	43.44	View chart
Uber Technologies (UBER)	0.1	$5.6M	NEW	81k	68.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$5.5M	+2%	20k	272.44	View chart
Pepsi (PEP)	0.1	$5.3M	-6%	36k	146.54	View chart
ResMed (RMD)	0.1	$5.3M	-6%	23k	237.13	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.3M	+103%	57k	93.24	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$5.2M	+8%	200k	26.06	View chart
Advanced Micro Devices (AMD)	0.1	$5.2M	-6%	44k	118.44	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$5.2M	+79%	208k	25.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.2M	+211%	187k	27.83	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$5.2M	+18%	151k	34.27	View chart
Servicenow (NOW)	0.1	$5.1M	+13%	4.8k	1057.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.1M	NEW	24k	214.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$5.0M	+13%	64k	78.15	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$5.0M	-16%	7.2k	693.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$5.0M		86k	58.07	View chart
International Business Machines (IBM)	0.1	$4.9M	+5%	22k	222.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.9M	+5%	24k	203.66	View chart
AECOM Technology Corporation (ACM)	0.1	$4.9M	-4%	45k	107.85	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$4.8M	-17%	48k	101.16	View chart
Nextera Energy (NEE)	0.1	$4.8M	+29%	67k	71.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.7M	+14%	18k	264.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.7M		50k	93.63	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$4.6M	+166%	101k	45.75	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$4.6M	+10%	46k	100.01	View chart
Applied Materials (AMAT)	0.1	$4.6M	+6%	25k	186.49	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$4.6M	+47%	194k	23.68	View chart
Oracle Corporation (ORCL)	0.1	$4.6M		29k	159.54	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.5M		11k	426.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$4.4M	+41%	19k	234.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.4M	+15%	27k	165.62	View chart
Arista Networks Com Shs	0.1	$4.4M	NEW	37k	118.13	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.4M		7.4k	588.61	View chart
Amgen (AMGN)	0.1	$4.3M	+25%	16k	269.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.3M	+34%	15k	288.97	View chart
3M Company (MMM)	0.1	$4.3M	+5%	31k	139.18	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$4.3M	+2%	130k	32.78	View chart
Waste Management (WM)	0.1	$4.2M	+2%	20k	211.01	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$4.1M	+109%	89k	46.69	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$4.1M		196k	21.13	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$4.1M		67k	61.88	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.1M	+14%	22k	187.37	View chart
Ameriprise Financial (AMP)	0.1	$4.1M		7.5k	546.44	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$4.1M		79k	51.67	View chart
Zoetis Cl A (ZTS)	0.1	$4.1M	-3%	24k	169.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.1M	+81%	81k	49.81	View chart
Microstrategy Cl A New (MSTR)	0.1	$4.0M	+6%	11k	366.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.0M		96k	41.76	View chart
Nike CL B (NKE)	0.1	$4.0M	-7%	56k	71.11	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.0M		79k	50.77	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$4.0M	+3%	176k	22.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.0M		69k	58.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$4.0M	+19%	110k	36.09	View chart
Kla Corp Com New (KLAC)	0.1	$4.0M	+204%	5.3k	747.32	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$3.9M		39k	100.60	View chart
Core Scientific *w Exp 01/23/202 (CORZZ)	0.1	$3.8M	-29%	258k	14.74	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$3.7M	-7%	81k	45.31	View chart
Marqeta Class A Com (MQ)	0.1	$3.7M		971k	3.77	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$3.7M	+5%	28k	133.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$3.6M	+201%	161k	22.72	View chart
United Parcel Service CL B (UPS)	0.1	$3.6M	-4%	28k	129.94	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.6M	+16%	138k	26.34	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$3.6M	+6%	52k	69.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.6M	+2%	32k	113.20	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$3.6M	+3%	33k	109.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.6M	+3%	28k	130.72	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$3.6M	+94%	26k	136.93	View chart
Norfolk Southern (NSC)	0.1	$3.5M		14k	247.11	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$3.5M	+167%	29k	121.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$3.5M	-9%	42k	81.94	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$3.4M	+145%	160k	21.58	View chart
Gilead Sciences (GILD)	0.1	$3.4M		38k	91.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.4M	+98%	130k	26.43	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.4M	+6%	5.8k	584.09	View chart
Bristol Myers Squibb (BMY)	0.1	$3.4M	+23%	60k	56.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$3.4M	-19%	79k	42.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.4M	+198%	118k	28.70	View chart
Honeywell International (HON)	0.1	$3.4M		15k	222.69	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$3.3M	+14%	42k	79.42	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$3.3M	+31%	51k	65.20	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$3.3M		52k	63.55	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.3M	-14%	64k	50.88	View chart
Enterprise Products Partners (EPD)	0.1	$3.3M	-2%	97k	33.67	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.3M	+208%	66k	49.65	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.2M	NEW	41k	79.22	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.2M		43k	74.73	View chart
Danaher Corporation (DHR)	0.1	$3.2M	-8%	13k	241.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.2M	+12%	55k	58.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$3.2M	+6%	26k	120.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.2M	+5%	17k	190.13	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$3.1M	+5%	56k	55.09	View chart
Starbucks Corporation (SBUX)	0.1	$3.1M	+16%	33k	94.43	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$3.1M	-11%	51k	59.73	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.1M	+7%	23k	132.59	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$3.1M	-6%	18k	171.75	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$3.1M	+21%	56k	54.68	View chart
Emerson Electric (EMR)	0.1	$3.0M		25k	123.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.0M	+12%	62k	48.79	View chart
Colgate-Palmolive Company (CL)	0.1	$3.0M	+3%	34k	88.56	View chart
Pfizer (PFE)	0.1	$3.0M	-11%	113k	26.49	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$3.0M	-11%	70k	42.49	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.0M		74k	40.03	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$3.0M	+14%	140k	21.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.9M	+18%	8.1k	363.36	View chart

Past Filings by Perigon Wealth Management

SEC 13F filings are viewable for Perigon Wealth Management going back to 2013

Perigon Wealth Management 2024 Q4 filed Jan. 22, 2025
Perigon Wealth Management 2024 Q3 filed Oct. 16, 2024
Perigon Wealth Management 2024 Q2 filed Aug. 2, 2024
Perigon Wealth Management 2024 Q1 filed April 29, 2024
Perigon Wealth Management 2023 Q4 filed Jan. 29, 2024
Perigon Wealth Management 2023 Q3 filed Oct. 30, 2023
Perigon Wealth Management 2023 Q2 restated filed Aug. 2, 2023
Perigon Wealth Management 2023 Q2 filed Aug. 2, 2023
Perigon Wealth Management 2023 Q1 filed May 3, 2023
Perigon Wealth Management 2022 Q4 amended filed May 1, 2023
Perigon Wealth Management 2022 Q4 filed Feb. 14, 2023
Perigon Wealth Management 2022 Q3 filed Dec. 13, 2022
Perigon Wealth Management 2011 Q3 filed Nov. 14, 2022
Perigon Wealth Management 2022 Q2 filed Aug. 11, 2022
Perigon Wealth Management 2022 Q1 filed May 16, 2022
Perigon Wealth Management 2021 Q4 filed Feb. 11, 2022

View all past filings

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