Perigon Wealth Management

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

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 570 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Perigon Wealth Management has 570 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.2 $95M +3% 684k 138.20
Union Pacific Corporation (UNP) 6.1 $70M 361k 194.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.8 $33M 1.5M 22.24
Alphabet Cap Stk Cl C (GOOG) 2.3 $27M +1875% 278k 96.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $22M +11% 66k 328.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $22M -6% 60k 357.18
Microsoft Corporation (MSFT) 1.8 $21M +2% 92k 232.90
NVIDIA Corporation (NVDA) 1.6 $19M 152k 121.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $18M +2% 68k 267.26
Amazon (AMZN) 1.5 $17M +2% 152k 113.00
Ishares Tr Esg Awr Msci Usa (ESGU) 1.4 $16M +7% 203k 79.41
Home Depot (HD) 1.4 $16M 57k 275.94
Thermo Fisher Scientific (TMO) 1.2 $14M 28k 507.20
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $14M +3% 79k 179.46

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salesforce (CRM) 1.1 $13M 92k 143.84
Visa Com Cl A (V) 1.0 $12M -2% 65k 177.65
Tesla Motors (TSLA) 0.9 $11M +221% 41k 265.24
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $9.8M -2% 203k 48.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $8.6M -5% 120k 71.33
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $8.4M +51% 84k 100.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $8.3M +2% 31k 267.03
Ishares Tr Core S&p500 Etf (IVV) 0.7 $8.3M 23k 358.64
Ishares Tr Core Total Usd (IUSB) 0.7 $8.3M +26% 186k 44.50
Johnson & Johnson (JNJ) 0.7 $8.3M +7% 51k 163.35
Merck & Co (MRK) 0.7 $8.1M 94k 86.12
Chevron Corporation (CVX) 0.7 $7.9M +2% 55k 143.67
Exxon Mobil Corporation (XOM) 0.7 $7.8M -2% 90k 87.31
McDonald's Corporation (MCD) 0.6 $7.5M 33k 230.74
Cme (CME) 0.6 $7.3M 41k 177.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $7.2M +9% 128k 55.81
Marqeta Class A Com (MQ) 0.6 $7.0M 977k 7.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $6.9M +9% 119k 58.51
JPMorgan Chase & Co. (JPM) 0.6 $6.9M -2% 66k 104.50
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $6.8M +11% 270k 25.15
Moody's Corporation (MCO) 0.6 $6.6M -3% 27k 243.12
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.6 $6.6M +939% 134k 49.14
Ishares Tr Tips Bd Etf (TIP) 0.5 $6.1M +26% 58k 104.89
Walt Disney Company (DIS) 0.5 $5.9M +3% 62k 94.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $5.8M 138k 42.35
Darling International (DAR) 0.5 $5.8M +23% 88k 66.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $5.8M +3% 77k 74.81
ResMed (RMD) 0.5 $5.7M -3% 26k 218.29
Alphabet Cap Stk Cl A (GOOGL) 0.5 $5.7M +1679% 59k 95.66
Ishares Tr Russell 2000 Etf (IWM) 0.5 $5.4M +7% 33k 164.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $5.4M +3% 42k 127.27
American Express Company (AXP) 0.5 $5.4M +5% 40k 134.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $5.3M +7% 146k 36.36
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.2M +28% 59k 87.19
Spdr Gold Tr Gold Shs (GLD) 0.4 $5.2M -3% 33k 154.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $5.1M 68k 74.27
Lockheed Martin Corporation (LMT) 0.4 $4.8M -3% 13k 386.29
Travelers Companies (TRV) 0.4 $4.8M 31k 153.20
Occidental Petroleum Corporation (OXY) 0.4 $4.7M 77k 61.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $4.7M +8% 168k 28.13
Ishares Tr National Mun Etf (MUB) 0.4 $4.7M +19% 46k 102.57
Raytheon Technologies Corp (RTX) 0.4 $4.5M -4% 55k 81.87
Ishares Tr Eafe Value Etf (EFV) 0.4 $4.4M +283% 115k 38.53
Advisors Inner Circle Fd Iii Rayliant Quantam (RAYC) 0.4 $4.4M -6% 248k 17.76
Costco Wholesale Corporation (COST) 0.4 $4.3M +3% 9.1k 472.19
Wells Fargo & Company (WFC) 0.4 $4.2M +3% 105k 40.22
Abbvie (ABBV) 0.4 $4.1M +16% 31k 134.20
Meta Platforms Cl A (META) 0.4 $4.1M -5% 30k 135.69
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $4.1M +41% 180k 22.76
Ishares Tr Core Msci Eafe (IEFA) 0.4 $4.1M +29% 78k 52.67
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.3 $3.9M -8% 61k 64.14
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $3.8M +11% 175k 21.57
Ishares Msci Gbl Min Vol (ACWV) 0.3 $3.7M -3% 42k 88.56
Norfolk Southern (NSC) 0.3 $3.7M -4% 18k 209.64
Automatic Data Processing (ADP) 0.3 $3.6M +2% 16k 226.23
Procter & Gamble Company (PG) 0.3 $3.6M 28k 126.24
Eli Lilly & Co. (LLY) 0.3 $3.5M 11k 323.36
Nike CL B (NKE) 0.3 $3.4M +2% 41k 83.13
Blackstone Group Inc Com Cl A (BX) 0.3 $3.4M +8% 40k 83.69
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $3.4M +16% 51k 66.09
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $3.4M +4% 24k 138.79
Zoetis Cl A (ZTS) 0.3 $3.3M 22k 148.30
Ishares Gold Tr Ishares New (IAU) 0.3 $3.3M -7% 105k 31.53
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $3.3M +182% 45k 72.55
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $3.2M +3% 22k 145.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $3.1M +2% 70k 44.36
Regeneron Pharmaceuticals (REGN) 0.3 $3.1M +37% 4.4k 688.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $3.0M -52% 27k 114.28
Comcast Corp Cl A (CMCSA) 0.3 $3.0M -10% 102k 29.33
Cisco Systems (CSCO) 0.3 $3.0M -10% 74k 40.00
Ishares Tr Msci Eafe Etf (EFA) 0.3 $2.9M -12% 53k 56.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.9M +8% 81k 36.49
Verizon Communications (VZ) 0.3 $2.9M -19% 77k 37.97
Vanguard Index Fds Value Etf (VTV) 0.2 $2.9M +24% 23k 123.49
Freeport-mcmoran CL B (FCX) 0.2 $2.9M 105k 27.32
Bank of America Corporation (BAC) 0.2 $2.8M +4% 94k 30.20
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.8M +3% 55k 50.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.8M +8% 19k 143.42
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $2.6M +6% 42k 62.35
Coca-Cola Company (KO) 0.2 $2.6M +5% 47k 56.03
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $2.6M 52k 50.30
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.5M +10% 15k 170.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $2.5M -6% 50k 51.23
Nextera Energy (NEE) 0.2 $2.5M +4% 32k 78.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $2.5M -3% 41k 60.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.5M -7% 11k 219.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.4M 12k 210.41
AECOM Technology Corporation (ACM) 0.2 $2.4M -2% 35k 68.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $2.4M +2% 63k 37.81
Charles Schwab Corporation (SCHW) 0.2 $2.4M +5% 33k 71.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $2.4M +36% 25k 96.13
C3 Ai Cl A (AI) 0.2 $2.4M 188k 12.50
Ishares Core Msci Emkt (IEMG) 0.2 $2.3M +26% 55k 42.98
3M Company (MMM) 0.2 $2.3M -7% 21k 110.52
Core Scientific Common Stock (CORZ) 0.2 $2.3M 1.8M 1.30
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $2.3M +4% 69k 32.74
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $2.3M +2% 39k 57.79
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.2 $2.2M -2% 38k 59.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $2.2M +24% 48k 45.76
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $2.2M -2% 16k 135.14
Abbott Laboratories (ABT) 0.2 $2.1M 22k 96.78
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $2.1M +92% 41k 49.93
Target Corporation (TGT) 0.2 $2.1M +48% 14k 148.36
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $2.1M -9% 27k 75.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $2.0M 31k 66.15
General Motors Company (GM) 0.2 $2.0M -5% 63k 32.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.0M 15k 135.97
4d Molecular Therapeutics In (FDMT) 0.2 $2.0M -28% 251k 8.04
Deere & Company (DE) 0.2 $2.0M +177% 6.0k 333.83
CVS Caremark Corporation (CVS) 0.2 $2.0M 21k 95.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $2.0M +4% 30k 66.44
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $1.9M +9% 70k 27.74
UnitedHealth (UNH) 0.2 $1.9M +11% 3.8k 505.07
Pfizer (PFE) 0.2 $1.9M -2% 43k 43.75
Amgen (AMGN) 0.2 $1.9M +3% 8.2k 225.38
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.8M -13% 53k 34.89
Bank of Hawaii Corporation (BOH) 0.2 $1.8M 24k 76.12
Northrop Grumman Corporation (NOC) 0.2 $1.8M +18% 3.9k 470.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.8M +55% 18k 102.45
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.8M +7% 15k 121.79
Ishares Esg Awr Msci Em (ESGE) 0.2 $1.8M +99% 64k 27.68
Gilead Sciences (GILD) 0.2 $1.8M +7% 29k 61.70
Rio Tinto Sponsored Adr (RIO) 0.2 $1.8M -3% 32k 55.07
Ameriprise Financial (AMP) 0.2 $1.8M -2% 7.0k 251.90
Devon Energy Corporation (DVN) 0.2 $1.8M +47% 29k 60.14
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $1.7M 36k 47.68
Honeywell International (HON) 0.1 $1.7M -7% 10k 166.95
Starbucks Corporation (SBUX) 0.1 $1.7M -36% 20k 84.26
Pepsi (PEP) 0.1 $1.7M +11% 10k 163.24
Martin Marietta Materials (MLM) 0.1 $1.7M -20% 5.2k 321.98
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $1.7M +4% 19k 87.85
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.7M -2% 30k 56.12
Ametek (AME) 0.1 $1.6M 14k 113.41
Netflix (NFLX) 0.1 $1.6M +6% 6.8k 235.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.6M +3% 35k 45.30
Ishares Tr Mbs Etf (MBB) 0.1 $1.6M +12% 17k 91.58
Broadcom (AVGO) 0.1 $1.6M 3.6k 444.01
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.6M +382% 72k 21.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.6M +8% 70k 22.41
First Republic Bank/san F (FRC) 0.1 $1.5M -3% 12k 130.56
Advanced Micro Devices (AMD) 0.1 $1.5M -5% 24k 63.38
Mosaic (MOS) 0.1 $1.5M -10% 31k 48.34
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $1.5M +507% 57k 26.24
Wisdomtree Tr Futre Strat Fd (WTMF) 0.1 $1.5M 43k 34.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.5M 3.6k 401.76
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.5M +11% 7.7k 187.97
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.4M +9% 8.5k 170.51
Wal-Mart Stores (WMT) 0.1 $1.4M 11k 129.71
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.4M +7% 6.7k 213.90
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.4M -33% 4.5k 307.30
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $1.4M +11% 39k 35.72
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.4M 68k 20.08
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $1.3M 17k 80.28
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $1.3M +243% 13k 99.82
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $1.3M +4% 34k 39.81
General Mills (GIS) 0.1 $1.3M 17k 76.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.3M +4% 16k 80.15
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.3M +7% 69k 18.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.3M -27% 27k 48.10
Palantir Technologies Cl A (PLTR) 0.1 $1.3M 159k 8.13
Intercontinental Exchange (ICE) 0.1 $1.3M 14k 90.35
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $1.3M +5% 75k 16.94
Ishares Tr Esg Aware Msci (ESML) 0.1 $1.3M +31% 42k 30.67
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.3M +149% 12k 102.69
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.1 $1.3M +136% 61k 20.59
Bristol Myers Squibb (BMY) 0.1 $1.3M 18k 71.07
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.2M +361% 39k 31.66
International Business Machines (IBM) 0.1 $1.2M +2% 10k 118.80
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M +2% 10k 118.75
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.2M +31% 15k 79.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.2M 39k 31.04
Goldman Sachs (GS) 0.1 $1.2M -12% 4.1k 292.93
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $1.2M 24k 49.46
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.2M 19k 62.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $1.2M -3% 25k 45.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.1M +12% 5.9k 195.17
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.1M -75% 12k 98.89
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $1.1M +2% 16k 72.59
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.1M +4% 24k 45.61
Shell Spon Ads (SHEL) 0.1 $1.1M 22k 49.74
Emerson Electric (EMR) 0.1 $1.1M 15k 73.22
Baxter International (BAX) 0.1 $1.1M -16% 20k 53.88
Intuitive Surgical Com New (ISRG) 0.1 $1.1M +22% 5.6k 187.52
United Parcel Service CL B (UPS) 0.1 $1.0M 6.5k 161.46
Paypal Holdings (PYPL) 0.1 $1.0M +26% 12k 86.06
Lam Research Corporation (LRCX) 0.1 $1.0M -44% 2.8k 366.14
Colgate-Palmolive Company (CL) 0.1 $1.0M +33% 15k 70.28
Easterly Government Properti reit (DEA) 0.1 $1.0M NEW 65k 15.76
Otis Worldwide Corp (OTIS) 0.1 $1.0M +30% 16k 63.79
Ishares Tr Blackrock Ultra (ICSH) 0.1 $1000k -21% 20k 50.02
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.1 $986k -12% 36k 27.08
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.1 $984k -9% 46k 21.31
ConocoPhillips (COP) 0.1 $974k +70% 9.5k 102.29
Newmont Mining Corporation (NEM) 0.1 $953k -26% 23k 42.02
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $943k NEW 15k 62.91
Ishares Tr Rus 1000 Etf (IWB) 0.1 $940k 4.8k 197.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $937k +4% 19k 48.76
Morgan Stanley Com New (MS) 0.1 $936k +30% 12k 79.05
Vanguard World Fds Health Car Etf (VHT) 0.1 $929k 4.2k 223.64
Vale S A Sponsored Ads (VALE) 0.1 $926k +22% 70k 13.33
S&p Global (SPGI) 0.1 $925k +14% 3.0k 305.28
Danaher Corporation (DHR) 0.1 $922k +11% 3.6k 258.19
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $915k -78% 36k 25.15
Us Bancorp Del Com New (USB) 0.1 $910k +8% 23k 40.33
Intuit (INTU) 0.1 $893k +2% 2.3k 387.25
Blackstone Secd Lending Common Stock (BXSL) 0.1 $892k +86% 39k 22.75
Sempra Energy (SRE) 0.1 $864k -9% 5.8k 149.90
Block Cl A (SQ) 0.1 $864k -15% 16k 55.02
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $858k +6% 17k 50.13
Citigroup Com New (C) 0.1 $853k +15% 21k 41.66
Ishares Tr Select Divid Etf (DVY) 0.1 $840k +4% 7.8k 107.28
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $836k +5% 52k 16.17
Anthem (ELV) 0.1 $834k +7% 1.8k 454.00
Carrier Global Corporation (CARR) 0.1 $831k 23k 35.55
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $830k +10% 36k 22.79
Fortinet (FTNT) 0.1 $824k -2% 17k 49.13
Keurig Dr Pepper (KDP) 0.1 $823k -14% 23k 35.83
Ishares Tr Core High Dv Etf (HDV) 0.1 $814k -15% 8.9k 91.32
Duke Energy Corp Com New (DUK) 0.1 $813k +6% 8.7k 93.05
Select Sector Spdr Tr Energy (XLE) 0.1 $810k +7% 11k 71.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $809k 14k 57.88
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $808k -16% 17k 48.26
Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $799k 42k 18.98
Southern Company (SO) 0.1 $795k +12% 12k 68.02
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $791k +35% 12k 65.51
Ishares Tr Conv Bd Etf (ICVT) 0.1 $790k NEW 12k 68.91
Crispr Therapeutics Namen Akt (CRSP) 0.1 $789k 12k 65.36
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $787k +7% 17k 47.76
Gartner (IT) 0.1 $782k 2.8k 276.81
Matson (MATX) 0.1 $775k -3% 13k 61.51
Smucker J M Com New (SJM) 0.1 $774k 5.6k 137.33
BlackRock (BLK) 0.1 $773k +17% 1.4k 550.18
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $772k +10% 30k 25.83
MercadoLibre (MELI) 0.1 $765k 924.00 827.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $758k 2.6k 287.45
Analog Devices (ADI) 0.1 $758k 5.4k 139.26

Past Filings by Perigon Wealth Management

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