Perigon Wealth Management
Latest statistics and disclosures from Perigon Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, UNP, DFAC, GOOG, VOO, and represent 21.24% of Perigon Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$25M), TSLA (+$7.4M), SCHR (+$5.9M), GOOGL (+$5.3M), EFV, SGOV, AAPL, VOO, EFG, IUSB.
- Started 44 new stock positions in UBER, MPC, ESMV, EOG, COIN, USFR, XME, CB, LIN, DEA.
- Reduced shares in these 10 stocks: MINT, IEI, FNDF, FALN, VIGI, SPY, IJS, CWB, HYMB, SBUX.
- Sold out of its positions in ATVI, Annaly Capital Management, BIDU, BKR, CMG, CLF, FANG, Digitalbridge Group Inc Cl A, DD, EGHT.
- Perigon Wealth Management was a net buyer of stock by $69M.
- Perigon Wealth Management has $1.2B in assets under management (AUM), dropping by -3.37%.
- Central Index Key (CIK): 0001575239
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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.
- Sign up to view all of the Perigon Wealth Management Sept. 30, 2022 positions
- Download the Perigon Wealth Management September 2022 csv data
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 | |
Setup an alertPerigon Wealth Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
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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
SEC 13F filings are viewable for Perigon Wealth Management going back to 2013
- 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
- Perigon Wealth Management 2021 Q3 filed Oct. 25, 2021
- Perigon Wealth Management 2021 Q2 filed July 19, 2021
- Perigon Wealth Management 2021 Q1 filed May 17, 2021
- Perigon Wealth Management 2020 Q4 filed Jan. 28, 2021
- Perigon Wealth Management 2020 Q3 filed Nov. 3, 2020
- Perigon Wealth Management 2020 Q2 filed July 29, 2020
- Perigon Wealth Management 2020 Q1 filed April 17, 2020
- Perigon Wealth Management 2019 Q4 filed Jan. 13, 2020
- Perigon Wealth Management 2019 Q3 filed Oct. 25, 2019
- Perigon Wealth Management 2019 Q2 filed Aug. 5, 2019