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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, QQQ, AMZN, and represent 20.25% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Spdr S&p 500 Etf Tr option (+$48M), V (+$35M), VEA (+$17M), AVGO (+$16M), Ishares Tr option (+$14M), VIG (+$13M), IUSB (+$11M), WMT (+$11M), WFC (+$11M), VGT (+$11M).
Started 174 new stock positions in VFMO, VTWG, CEF, GLDM, WCLD, TFX, SDVY, NWG, VXUS, VTRS.
Reduced shares in these 10 stocks: , VOO (-$20M), NVDA (-$15M), SCHF (-$15M), GOOGL (-$12M), IWM (-$12M), SCHG (-$11M), SCHD (-$7.9M), VB (-$5.3M), SHY (-$5.3M).
Sold out of its positions in PSIL, Amazon Com Inc option, AIRC, Apple Inc option, BMTX, BHP, BSM, CELH, CHE, DAR.
Perigon Wealth Management was a net buyer of stock by $188M.
Perigon Wealth Management has $3.8B in assets under management (AUM), dropping by 9.77%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 992 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Perigon Wealth Management has 992 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perigon Wealth Management Sept. 30, 2024 positions
Download the Perigon Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.2	$271M		1.2M	233.00	View chart
NVIDIA Corporation (NVDA)	5.4	$206M	-6%	1.7M	121.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$126M		218k	576.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$83M		170k	488.07	View chart
Amazon (AMZN)	2.1	$81M	-2%	432k	186.33	View chart
Microsoft Corporation (MSFT)	1.9	$73M	+3%	169k	430.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$59M	-25%	111k	527.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$55M		1.6M	34.29	View chart
Spdr S&p 500 Etf Tr Put Put Option (Principal)	1.3	$48M	NEW	93k	513.15	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$46M	-2%	276k	167.19	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$45M	+33%	958k	47.12	View chart
Meta Platforms Cl A (META)	1.1	$42M		74k	572.44	View chart
Occidental Petroleum Corporation (OXY)	1.1	$42M		808k	51.54	View chart
Home Depot (HD)	1.1	$41M		100k	405.20	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.0	$38M	+9%	366k	103.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$36M	-25%	218k	165.85	View chart
Visa Com Cl A (V)	0.9	$35M	NEW	126k	274.95	View chart
Eli Lilly & Co. (LLY)	0.9	$34M		39k	885.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$34M		118k	283.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$29M		473k	62.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$29M	+15%	291k	101.27	View chart
Moody's Corporation (MCO)	0.7	$26M		56k	474.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$26M	-4%	57k	460.26	View chart
JPMorgan Chase & Co. (JPM)	0.7	$25M		120k	210.86	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$25M	+5%	230k	108.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$23M	+12%	130k	179.30	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$23M	+3%	717k	31.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$23M	+24%	59k	383.93	View chart
Tesla Motors (TSLA)	0.6	$22M	-5%	85k	261.63	View chart
Mastercard Incorporated Cl A (MA)	0.5	$20M	-9%	41k	493.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$20M		170k	116.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$19M	-2%	128k	151.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$19M		813k	23.45	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$19M		123k	154.02	View chart
Thermo Fisher Scientific (TMO)	0.5	$19M	-10%	30k	618.57	View chart
Abbvie (ABBV)	0.5	$19M		94k	197.48	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$19M		307k	60.20	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.5	$19M	+24%	293k	63.01	View chart
Broadcom (AVGO)	0.5	$18M	+937%	105k	172.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$18M	-38%	170k	104.18	View chart
Costco Wholesale Corporation (COST)	0.5	$18M		20k	886.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$17M		55k	314.39	View chart
McDonald's Corporation (MCD)	0.5	$17M		57k	304.51	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$17M	+6%	616k	27.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$17M		213k	78.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$17M	NEW	312k	52.81	View chart
Exxon Mobil Corporation (XOM)	0.4	$16M		139k	117.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$16M		399k	39.69	View chart
Johnson & Johnson (JNJ)	0.4	$15M	+3%	93k	162.06	View chart
American Express Company (AXP)	0.4	$15M	-2%	55k	271.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$15M	+59%	61k	243.06	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.4	$15M	+25%	293k	49.47	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$15M	+3%	151k	95.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$14M	-3%	176k	80.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$14M	-22%	141k	100.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$14M	+4%	129k	107.65	View chart
Ishares Tr Call Call Option (Principal)	0.4	$14M	NEW	74k	183.44	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$14M	+109%	234k	57.53	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$13M	-28%	157k	83.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$13M	+12%	66k	197.17	View chart
salesforce (CRM)	0.3	$13M		47k	273.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$13M	+6%	155k	83.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$13M		252k	51.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$13M	NEW	65k	198.06	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$13M	+8%	223k	56.57	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$13M		218k	57.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$12M	+91%	175k	67.85	View chart
Chevron Corporation (CVX)	0.3	$12M		79k	147.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$12M		234k	49.70	View chart
Wal-Mart Stores (WMT)	0.3	$11M	NEW	138k	80.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$11M		62k	179.16	View chart
Wells Fargo & Company (WFC)	0.3	$11M	NEW	193k	56.49	View chart
Procter & Gamble Company (PG)	0.3	$11M	+2%	62k	173.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$11M	NEW	18k	586.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$10M	+136%	106k	98.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$10M	+33%	170k	61.11	View chart
Charles Schwab Corporation (SCHW)	0.3	$10M	-7%	158k	64.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$10M	+3%	145k	70.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$10M	-58%	246k	41.12	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$9.7M	+15%	316k	30.80	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$9.7M	-9%	63k	153.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$9.7M		101k	95.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$9.5M	+5%	54k	174.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.4M	-36%	40k	237.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$9.3M	+28%	142k	65.83	View chart
Lockheed Martin Corporation (LMT)	0.2	$9.3M	+14%	16k	584.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$9.3M	-32%	118k	78.69	View chart
Cme (CME)	0.2	$9.3M		42k	220.65	View chart
Qualcomm (QCOM)	0.2	$9.2M		54k	170.05	View chart
Merck & Co (MRK)	0.2	$9.2M	-22%	81k	113.56	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$9.0M	+2%	8.6k	1051.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$9.0M	-28%	92k	98.12	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$8.9M		78k	114.97	View chart
Caterpillar (CAT)	0.2	$8.9M		23k	391.11	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$8.8M	+12%	78k	112.98	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$8.8M	NEW	183k	48.24	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.7M		72k	121.16	View chart
Travelers Companies (TRV)	0.2	$8.7M		37k	234.12	View chart
Coca-Cola Company (KO)	0.2	$8.6M		120k	71.86	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$8.4M	-8%	165k	50.60	View chart
Walt Disney Company (DIS)	0.2	$8.3M		87k	96.19	View chart
Cisco Systems (CSCO)	0.2	$8.2M	+2%	154k	53.22	View chart
Essex Property Trust (ESS)	0.2	$8.1M		27k	295.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$8.1M	-23%	107k	75.11	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$8.1M	-4%	61k	131.91	View chart
Netflix (NFLX)	0.2	$8.0M	+5%	11k	709.29	View chart
UnitedHealth (UNH)	0.2	$8.0M		14k	584.70	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$7.9M		83k	95.15	View chart
Advanced Micro Devices (AMD)	0.2	$7.7M	+26%	47k	164.08	View chart
Bank of America Corporation (BAC)	0.2	$7.6M		193k	39.68	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$7.6M	+2%	187k	40.63	View chart
Deere & Company (DE)	0.2	$7.6M		18k	417.33	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$7.6M	-3%	153k	49.31	View chart
Verizon Communications (VZ)	0.2	$7.2M	NEW	160k	44.91	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$7.1M	+13%	293k	24.27	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$7.1M	+7%	136k	52.14	View chart
Comcast Corp Cl A (CMCSA)	0.2	$6.9M	+5%	166k	41.77	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$6.9M	+13%	273k	25.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$6.8M	+13%	71k	96.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$6.8M	+2%	102k	67.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$6.8M	+8%	107k	63.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$6.7M	NEW	114k	59.02	View chart
Pepsi (PEP)	0.2	$6.6M		39k	170.05	View chart
Abbott Laboratories (ABT)	0.2	$6.6M	+17%	58k	114.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.4M	NEW	77k	83.75	View chart
Automatic Data Processing (ADP)	0.2	$6.4M		23k	276.74	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$6.3M	-33%	53k	119.61	View chart
Palantir Technologies Cl A (PLTR)	0.2	$6.3M	+19%	169k	37.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.2M	-2%	17k	375.39	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$6.1M	-12%	120k	50.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$6.1M	-4%	27k	225.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$6.0M	-42%	126k	47.85	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$6.0M	+46%	113k	53.53	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$6.0M		50k	119.70	View chart
Equity Residential Sh Ben Int (EQR)	0.2	$5.9M	+79%	80k	74.46	View chart
ResMed (RMD)	0.2	$5.9M		24k	244.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$5.9M	+25%	58k	101.32	View chart
Uber Technologies Call Call Option (Principal)	0.2	$5.9M	+608%	88k	66.82	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$5.8M	+7%	82k	70.83	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$5.7M	+32%	53k	108.79	View chart
Hashicorp Com Cl A (HCP)	0.2	$5.7M	+15%	169k	33.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$5.7M	-7%	62k	91.31	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$5.5M	+2%	132k	41.55	View chart
Nike CL B (NKE)	0.1	$5.4M	-4%	61k	88.40	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.4M	+2%	10k	517.79	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$5.4M	+12%	185k	29.07	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.2M	-11%	41k	126.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$5.2M	-30%	20k	263.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.1M	-60%	60k	84.53	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$4.9M	+4%	128k	38.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.9M	-20%	85k	57.83	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.9M	-44%	38k	130.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.9M	+6%	51k	95.95	View chart
AECOM Technology Corporation (ACM)	0.1	$4.9M		47k	103.27	View chart
Zoetis Cl A (ZTS)	0.1	$4.8M	NEW	25k	195.38	View chart
Marqeta Class A Com (MQ)	0.1	$4.8M		972k	4.92	View chart
Oracle Corporation (ORCL)	0.1	$4.8M	-2%	28k	170.40	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.7M		49k	95.49	View chart
Applied Materials (AMAT)	0.1	$4.7M	-15%	23k	202.05	View chart
International Business Machines (IBM)	0.1	$4.6M	-35%	21k	221.07	View chart
C3 Ai Cl A (AI)	0.1	$4.6M	+10%	208k	22.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.6M	-44%	23k	200.78	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.5M	-7%	98k	45.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.5M	NEW	56k	79.42	View chart
Goldman Sachs (GS)	0.1	$4.4M	-42%	8.9k	495.12	View chart
Nextera Energy (NEE)	0.1	$4.3M	-2%	51k	84.53	View chart
Core Scientific *w Exp 01/23/202 (CORZZ)	0.1	$4.3M		368k	11.76	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$4.3M	-2%	127k	33.71	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$4.3M	+3%	98k	43.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.2M	+9%	7.4k	569.68	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$4.2M	+5%	42k	100.29	View chart
Amgen (AMGN)	0.1	$4.2M		13k	322.21	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$4.1M	+6%	78k	52.86	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$4.1M	NEW	87k	47.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.1M	-23%	69k	59.51	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.1M	-15%	80k	50.94	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$4.1M	+15%	193k	21.01	View chart
Waste Management (WM)	0.1	$4.1M	NEW	20k	207.59	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$4.0M	+44%	170k	23.79	View chart
Danaher Corporation (DHR)	0.1	$4.0M		14k	278.02	View chart
3M Company (MMM)	0.1	$4.0M	+8%	29k	136.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.0M	+4%	19k	206.58	View chart
United Parcel Service CL B (UPS)	0.1	$4.0M	+23%	29k	136.34	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.9M	+9%	67k	59.21	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.9M	+8%	31k	125.96	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$3.9M	NEW	47k	83.21	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.9M	-40%	23k	167.67	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.8M	+2%	75k	50.88	View chart
Servicenow (NOW)	0.1	$3.8M	+16%	4.3k	894.45	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$3.8M		38k	99.16	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$3.8M		58k	65.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.8M	-30%	15k	243.47	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.7M	+3%	75k	49.92	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$3.7M		26k	142.04	View chart
Citigroup Com New (C)	0.1	$3.7M		59k	62.60	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$3.7M	+6%	39k	95.90	View chart
Pfizer (PFE)	0.1	$3.7M	+6%	127k	28.94	View chart
Marathon Oil Corporation (MRO)	0.1	$3.7M	NEW	138k	26.63	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$3.7M	NEW	38k	95.50	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.6M		45k	80.78	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$3.5M		135k	26.27	View chart
Norfolk Southern (NSC)	0.1	$3.5M		14k	248.50	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$3.5M	+21%	79k	44.30	View chart
Ameriprise Financial (AMP)	0.1	$3.5M	-4%	7.5k	469.82	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$3.5M	-10%	92k	38.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.4M		118k	29.18	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.4M	-58%	44k	78.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.4M	NEW	27k	128.20	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$3.4M	NEW	51k	66.37	View chart
Colgate-Palmolive Company (CL)	0.1	$3.4M	+2%	33k	103.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.4M		66k	51.50	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$3.3M	+2%	32k	104.67	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$3.3M	+7%	49k	67.51	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$3.3M	NEW	54k	61.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.3M		40k	83.09	View chart
Intel Corporation (INTC)	0.1	$3.2M	+20%	138k	23.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.2M	-34%	9.1k	353.47	View chart
Gilead Sciences (GILD)	0.1	$3.2M	-4%	38k	83.84	View chart
Lam Research Corporation (LRCX)	0.1	$3.2M	-8%	3.9k	816.24	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$3.1M	-4%	131k	24.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.1M		48k	64.60	View chart
Honeywell International (HON)	0.1	$3.1M	-2%	15k	206.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.1M	+13%	35k	88.14	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.1M	+534%	66k	46.74	View chart
Arista Networks (ANET)	0.1	$3.1M		8.0k	383.84	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$3.0M	NEW	116k	26.14	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$3.0M		19k	157.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.0M	NEW	46k	64.74	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$3.0M	-33%	11k	267.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.0M	-2%	16k	189.79	View chart
Carrier Global Corporation (CARR)	0.1	$3.0M		37k	80.49	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.9M	+51%	13k	220.05	View chart
Chord Energy Corporation Com New (CHRD)	0.1	$2.9M	NEW	23k	130.23	View chart
Cigna Corp (CI)	0.1	$2.9M		8.5k	346.44	View chart
Enterprise Products Partners (EPD)	0.1	$2.9M		100k	29.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$2.9M		25k	116.32	View chart
Intuit (INTU)	0.1	$2.9M	+40%	4.6k	621.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.9M	-50%	29k	97.42	View chart
Morgan Stanley Com New (MS)	0.1	$2.9M	+55%	28k	104.24	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$2.8M	+9%	37k	77.47	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$2.8M	+4%	122k	23.17	View chart
Darling Ingredients Call Call Option (Principal)	0.1	$2.8M	NEW	88k	32.00	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$2.8M	+151%	108k	26.09	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.8M	-9%	55k	50.28	View chart
Dimensional Etf Trust International (DFSI)	0.1	$2.8M		77k	35.74	View chart
Emerson Electric (EMR)	0.1	$2.7M		25k	109.37	View chart
Starbucks Corporation (SBUX)	0.1	$2.7M	-8%	28k	97.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.7M	-62%	25k	110.47	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$2.7M	-4%	24k	114.53	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.7M		5.5k	491.22	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 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
Perigon Wealth Management 2021 Q3 restated filed Nov. 1, 2021

View all past filings

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