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, NVDA, GOOG, and represent 23.82% of Perigon Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Core Scientific (+$15M), CRM (+$12M), VOO (+$5.9M), SCHR, IUSB, SCHG, MUB, SCHX, NANR, ASHR.
- Started 83 new stock positions in EMLP, SMM, HCAT, GNK, RDVY, IEZ, GSL, GSG, IFRA, LBAI.
- Reduced shares in these 10 stocks: FDMT, Xilinx, TIP, RAYC, NVDA, ANGL, GILD, VLUE, COMP, DIS.
- Sold out of its positions in ALB, BABA, ALGN, ASAN, ATKR, BST, BWA, BR, CDW, CE.
- Perigon Wealth Management was a net buyer of stock by $92M.
- Perigon Wealth Management has $1.4B in assets under management (AUM), dropping by 1.33%.
- Central Index Key (CIK): 0001575239
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Portfolio Holdings for Perigon Wealth Management
Companies in the Perigon Wealth Management portfolio as of the March 2022 quarterly 13F filing
Perigon Wealth Management has 596 total positions. Only the first 250 positions are shown.
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- Download the Perigon Wealth Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $118M | 673k | 174.61 | ||
| Union Pacific Corporation (UNP) | 7.0 | $99M | 362k | 273.21 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.9 | $42M | 1.5M | 27.58 | ||
| NVIDIA Corporation (NVDA) | 2.9 | $41M | -3% | 151k | 272.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $39M | 14k | 2792.94 | ||
| Microsoft Corporation (MSFT) | 1.9 | $28M | 89k | 308.32 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $25M | +7% | 70k | 362.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $25M | 55k | 451.65 | ||
| Amazon (AMZN) | 1.7 | $23M | 7.2k | 3259.74 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $21M | +39% | 50k | 415.17 | |
| salesforce (CRM) | 1.4 | $20M | +150% | 93k | 212.32 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.3 | $19M | +10% | 186k | 101.35 | |
| Home Depot (HD) | 1.2 | $17M | 57k | 299.34 | ||
| Thermo Fisher Scientific (TMO) | 1.2 | $17M | 28k | 590.65 | ||
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| Visa Com Cl A (V) | 1.0 | $15M | 66k | 221.77 | ||
| Core Scientific Common Stock | 1.0 | $15M | NEW | 1.8M | 8.23 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $15M | +13% | 64k | 227.68 | |
| Tesla Motors (TSLA) | 0.9 | $13M | -4% | 12k | 1077.62 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $12M | +6% | 26k | 453.68 | |
| Marqeta Class A Com (MQ) | 0.8 | $11M | 973k | 11.04 | ||
| Ishares Tr National Mun Etf (MUB) | 0.7 | $11M | +30% | 97k | 109.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $11M | +2% | 30k | 352.92 | |
| Ishares Tr Core Total Usd (IUSB) | 0.7 | $11M | +48% | 211k | 49.63 | |
| Cme (CME) | 0.7 | $9.9M | 42k | 237.87 | ||
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.7 | $9.5M | +61% | 179k | 53.25 | |
| Moody's Corporation (MCO) | 0.7 | $9.5M | -2% | 28k | 337.40 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.1M | -3% | 67k | 136.33 | |
| Walt Disney Company (DIS) | 0.6 | $9.1M | -9% | 66k | 137.15 | |
| Chevron Corporation (CVX) | 0.6 | $8.5M | +8% | 52k | 162.83 | |
| 4d Molecular Therapeutics In (FDMT) | 0.6 | $8.4M | -27% | 558k | 15.12 | |
| Johnson & Johnson (JNJ) | 0.6 | $8.0M | +2% | 45k | 177.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $8.0M | 2.9k | 2781.04 | ||
| McDonald's Corporation (MCD) | 0.6 | $7.9M | 32k | 247.27 | ||
| Exxon Mobil Corporation (XOM) | 0.5 | $7.3M | +8% | 89k | 82.59 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $7.1M | -6% | 66k | 107.89 | |
| Merck & Co (MRK) | 0.5 | $7.1M | 86k | 82.05 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $7.1M | 34k | 205.28 | ||
| Meta Platforms Cl A (FB) | 0.5 | $6.7M | -2% | 30k | 222.36 | |
| ResMed (RMD) | 0.5 | $6.6M | 27k | 242.51 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $6.4M | +6% | 127k | 50.26 | |
| American Express Company (AXP) | 0.4 | $6.1M | -3% | 33k | 187.01 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $6.0M | +8% | 33k | 180.64 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $5.9M | 76k | 77.90 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $5.9M | +4% | 38k | 157.72 | |
| Freeport-mcmoran CL B (FCX) | 0.4 | $5.8M | +19% | 117k | 49.76 | |
| Travelers Companies (TRV) | 0.4 | $5.8M | 32k | 182.74 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $5.8M | +7% | 158k | 36.72 | |
| Darling International (DAR) | 0.4 | $5.7M | 71k | 80.38 | ||
| Lockheed Martin Corporation (LMT) | 0.4 | $5.7M | +2% | 13k | 441.41 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $5.7M | -6% | 72k | 78.08 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $5.5M | -15% | 70k | 79.54 | |
| Nike CL B (NKE) | 0.4 | $5.5M | 41k | 134.57 | ||
| Raytheon Technologies Corp (RTX) | 0.4 | $5.4M | +31% | 55k | 99.08 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $5.3M | 112k | 46.82 | ||
| Advisors Inner Circle Fd Iii Rayliant Quantam (RAYC) | 0.4 | $5.2M | -25% | 232k | 22.45 | |
| Norfolk Southern (NSC) | 0.4 | $5.2M | 18k | 285.23 | ||
| Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.4 | $5.0M | 68k | 74.04 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $5.0M | +141% | 67k | 74.82 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $5.0M | 50k | 100.17 | ||
| Costco Wholesale Corporation (COST) | 0.4 | $5.0M | +7% | 8.6k | 575.82 | |
| Verizon Communications (VZ) | 0.3 | $4.9M | +7% | 96k | 50.94 | |
| Wells Fargo & Company (WFC) | 0.3 | $4.9M | +3% | 100k | 48.46 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $4.7M | +99% | 88k | 53.85 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $4.7M | +29% | 150k | 31.52 | |
| Cisco Systems (CSCO) | 0.3 | $4.6M | 83k | 55.76 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $4.6M | +8% | 95k | 48.03 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.5M | 36k | 126.95 | ||
| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $4.3M | -2% | 41k | 104.82 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $4.3M | 75k | 56.75 | ||
| C3 Ai Cl A (AI) | 0.3 | $4.3M | 188k | 22.70 | ||
| Procter & Gamble Company (PG) | 0.3 | $4.2M | +3% | 28k | 152.79 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $4.2M | -32% | 34k | 124.58 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $4.2M | +3% | 44k | 96.27 | |
| Zoetis Cl A (ZTS) | 0.3 | $4.2M | -2% | 22k | 188.61 | |
| Abbvie (ABBV) | 0.3 | $4.1M | +13% | 26k | 162.12 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $4.1M | +5% | 112k | 36.83 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.0M | +8% | 56k | 71.39 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.0M | 55k | 73.60 | ||
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.3 | $3.9M | -26% | 129k | 30.40 | |
| Bank of America Corporation (BAC) | 0.3 | $3.9M | +20% | 95k | 41.22 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.3 | $3.9M | 23k | 170.87 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.3 | $3.8M | +2% | 21k | 182.66 | |
| Automatic Data Processing (ADP) | 0.2 | $3.3M | -2% | 15k | 227.53 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $3.3M | +7% | 74k | 45.14 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $3.3M | +4% | 43k | 75.85 | |
| 3M Company (MMM) | 0.2 | $3.2M | +8% | 22k | 148.90 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.2M | 12k | 277.58 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.2M | 12k | 268.34 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $3.1M | 41k | 77.57 | ||
| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.2 | $3.1M | +26% | 51k | 61.41 | |
| General Motors Company (GM) | 0.2 | $3.1M | -4% | 70k | 43.74 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $3.0M | +10% | 29k | 102.82 | |
| Netflix (NFLX) | 0.2 | $3.0M | +8% | 7.9k | 374.65 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $3.0M | +50% | 52k | 57.60 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $2.9M | +4% | 50k | 59.27 | |
| Starbucks Corporation (SBUX) | 0.2 | $2.9M | +2% | 32k | 90.98 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.8M | 6.8k | 416.54 | ||
| Mosaic (MOS) | 0.2 | $2.8M | +76% | 42k | 66.50 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $2.8M | 99k | 28.15 | ||
| AECOM Technology Corporation (ACM) | 0.2 | $2.8M | 36k | 76.80 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.7M | +18% | 71k | 38.64 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $2.7M | +22% | 35k | 77.11 | |
| Coca-Cola Company (KO) | 0.2 | $2.7M | +3% | 43k | 62.00 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $2.6M | +10% | 70k | 37.97 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $2.6M | +5% | 31k | 84.30 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.6M | +6% | 9.2k | 286.32 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.2 | $2.6M | -14% | 65k | 40.06 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.6M | +10% | 15k | 166.01 | |
| Abbott Laboratories (ABT) | 0.2 | $2.6M | 22k | 118.34 | ||
| Newmont Mining Corporation (NEM) | 0.2 | $2.6M | +7% | 32k | 79.45 | |
| Nextera Energy (NEE) | 0.2 | $2.5M | -3% | 30k | 84.71 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $2.5M | +113% | 53k | 47.35 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $2.5M | +10% | 31k | 79.86 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $2.5M | -32% | 24k | 104.58 | |
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $2.5M | +37% | 31k | 80.39 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.5M | -7% | 54k | 46.12 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.5M | +117% | 23k | 109.33 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.5M | +21% | 33k | 73.73 | |
| Lam Research Corporation (LRCX) | 0.2 | $2.4M | +44% | 4.6k | 537.55 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.4M | -7% | 23k | 104.58 | |
| Martin Marietta Materials (MLM) | 0.2 | $2.4M | +43% | 6.3k | 384.90 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.4M | +12% | 40k | 59.73 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.3M | -3% | 15k | 162.14 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $2.3M | +53% | 47k | 50.15 | |
| Broadcom (AVGO) | 0.2 | $2.3M | -2% | 3.6k | 629.75 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $2.2M | +7% | 36k | 60.71 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.2M | -12% | 3.1k | 698.48 | |
| Pfizer (PFE) | 0.2 | $2.1M | 41k | 51.77 | ||
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.1M | 155k | 13.73 | ||
| Ameriprise Financial (AMP) | 0.1 | $2.1M | 7.0k | 300.33 | ||
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $2.1M | +140% | 57k | 36.72 | |
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.1 | $2.1M | NEW | 36k | 58.02 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $2.1M | 25k | 83.93 | ||
| Honeywell International (HON) | 0.1 | $2.0M | +2% | 10k | 194.62 | |
| CVS Caremark Corporation (CVS) | 0.1 | $2.0M | 20k | 101.23 | ||
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $2.0M | +2% | 36k | 55.15 | |
| Baxter International (BAX) | 0.1 | $2.0M | 25k | 77.53 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.9M | +25% | 11k | 175.93 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.9M | +10% | 69k | 27.77 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.1 | $1.9M | NEW | 57k | 33.10 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | +79% | 13k | 147.80 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.9M | +2% | 18k | 102.47 | |
| Amgen (AMGN) | 0.1 | $1.8M | +6% | 7.6k | 241.85 | |
| First Republic Bank/san F (FRC) | 0.1 | $1.8M | 11k | 162.10 | ||
| Ametek (AME) | 0.1 | $1.8M | 14k | 133.17 | ||
| Applied Materials (AMAT) | 0.1 | $1.8M | +2% | 14k | 131.79 | |
| Intercontinental Exchange (ICE) | 0.1 | $1.8M | +9% | 14k | 132.09 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.8M | -6% | 17k | 107.13 | |
| Target Corporation (TGT) | 0.1 | $1.7M | +2% | 8.2k | 212.22 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.7M | +46% | 8.2k | 212.47 | |
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $1.7M | +6% | 49k | 35.96 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.7M | +10% | 12k | 149.70 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $1.7M | +4% | 32k | 53.31 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $1.7M | +4% | 33k | 50.56 | |
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $1.6M | 17k | 98.11 | ||
| UnitedHealth (UNH) | 0.1 | $1.6M | 3.2k | 509.97 | ||
| Matson (MATX) | 0.1 | $1.6M | +12% | 13k | 120.64 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.6M | +10% | 7.2k | 222.79 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.6M | +20% | 3.3k | 490.53 | |
| Gilead Sciences (GILD) | 0.1 | $1.6M | -46% | 27k | 59.46 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | +20% | 6.6k | 237.82 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.6M | +6% | 16k | 101.88 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $1.6M | 25k | 62.77 | ||
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $1.5M | -7% | 59k | 26.24 | |
| United Parcel Service CL B (UPS) | 0.1 | $1.5M | -7% | 7.2k | 214.49 | |
| Block Cl A (SQ) | 0.1 | $1.5M | +51% | 11k | 135.63 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.5M | -15% | 10k | 148.97 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.5M | +28% | 29k | 51.56 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $1.5M | NEW | 55k | 27.69 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $1.5M | +111% | 61k | 24.89 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $1.5M | NEW | 38k | 38.94 | |
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.1 | $1.5M | NEW | 48k | 30.83 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | -2% | 21k | 69.52 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $1.5M | NEW | 19k | 78.33 | |
| Micron Technology (MU) | 0.1 | $1.5M | +15% | 19k | 77.89 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.5M | +25% | 19k | 78.91 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.5M | 19k | 78.04 | ||
| Pepsi (PEP) | 0.1 | $1.4M | +4% | 8.7k | 167.44 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $1.4M | +4% | 38k | 37.71 | |
| Emerson Electric (EMR) | 0.1 | $1.4M | 15k | 98.05 | ||
| Paypal Holdings (PYPL) | 0.1 | $1.4M | 12k | 115.67 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $1.4M | +7% | 3.2k | 447.19 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.4M | 8.8k | 158.95 | ||
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $1.4M | -22% | 34k | 40.92 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $1.4M | +35% | 37k | 38.03 | |
| Intel Corporation (INTC) | 0.1 | $1.4M | +20% | 28k | 49.56 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.4M | -8% | 27k | 51.20 | |
| Fortinet (FTNT) | 0.1 | $1.4M | -11% | 4.0k | 341.82 | |
| Goldman Sachs (GS) | 0.1 | $1.3M | -3% | 4.1k | 330.14 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.3M | 5.3k | 250.05 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | 4.3k | 301.69 | ||
| stock (SPLK) | 0.1 | $1.3M | +31% | 8.8k | 148.62 | |
| General Mills (GIS) | 0.1 | $1.3M | +4% | 19k | 67.74 | |
| Barrick Gold Corp (GOLD) | 0.1 | $1.3M | +262% | 53k | 24.54 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.3M | +10% | 23k | 55.56 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.3M | 12k | 108.38 | ||
| Mongodb Cl A (MDB) | 0.1 | $1.3M | 2.8k | 443.66 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | +19% | 4.3k | 287.60 | |
| Illumina (ILMN) | 0.1 | $1.2M | -11% | 3.5k | 349.28 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | +54% | 17k | 73.01 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $1.2M | +4% | 54k | 22.61 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.2M | +5% | 15k | 83.37 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | -8% | 16k | 76.40 | |
| Twilio Cl A (TWLO) | 0.1 | $1.2M | +7% | 7.4k | 164.81 | |
| International Business Machines (IBM) | 0.1 | $1.2M | +4% | 9.2k | 129.97 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.2M | +39% | 24k | 49.39 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.2M | -13% | 8.7k | 134.65 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.2M | +4% | 22k | 53.14 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 2.6k | 455.76 | ||
| Moderna (MRNA) | 0.1 | $1.1M | +369% | 6.7k | 172.25 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $1.1M | +3% | 23k | 50.26 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.1M | +43% | 17k | 66.31 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.1M | NEW | 45k | 25.12 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $1.1M | +13% | 13k | 83.55 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $1.1M | +11% | 4.3k | 254.48 | |
| Sempra Energy (SRE) | 0.1 | $1.1M | -21% | 6.5k | 168.16 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $1.1M | +264% | 15k | 72.70 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.1M | -2% | 8.9k | 122.03 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.1M | +65% | 6.5k | 165.66 | |
| S&p Global (SPGI) | 0.1 | $1.1M | +17% | 2.6k | 410.05 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | +28% | 11k | 101.27 | |
| MercadoLibre (MELI) | 0.1 | $1.1M | -3% | 886.00 | 1189.62 | |
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.1 | $1.1M | 18k | 58.73 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | +5% | 2.9k | 357.34 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | -10% | 14k | 76.46 | |
| Upstart Hldgs (UPST) | 0.1 | $1.0M | NEW | 9.5k | 109.10 | |
| Builders FirstSource (BLDR) | 0.1 | $1.0M | 16k | 64.56 | ||
| Carrier Global Corporation (CARR) | 0.1 | $1.0M | 22k | 45.88 | ||
| Wisdomtree Tr Enhncd Cmmdty St (GCC) | 0.1 | $1.0M | +216% | 40k | 25.26 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.0M | NEW | 9.7k | 104.98 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.0M | 8.0k | 128.08 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.0M | +83% | 19k | 53.37 | |
| Schlumberger Com Stk (SLB) | 0.1 | $1.0M | +86% | 24k | 41.31 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $998k | NEW | 33k | 30.14 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $995k | +37% | 16k | 60.93 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $992k | +14% | 27k | 36.87 | |
| Qualcomm (QCOM) | 0.1 | $985k | +10% | 6.4k | 152.81 | |
| Palo Alto Networks (PANW) | 0.1 | $983k | +105% | 1.6k | 622.55 | |
| Analog Devices (ADI) | 0.1 | $957k | +5% | 5.8k | 165.09 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $950k | +16% | 3.6k | 260.92 | |
| Bhp Group Sponsored Ads (BHP) | 0.1 | $940k | +174% | 12k | 77.26 | |
| CF Industries Holdings (CF) | 0.1 | $940k | +23% | 9.1k | 103.12 | |
| Ishares Tr Global Finls Etf (IXG) | 0.1 | $938k | -39% | 12k | 79.44 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $933k | +14% | 2.8k | 337.07 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $932k | +32% | 15k | 60.35 | |
| Intuit (INTU) | 0.1 | $932k | +34% | 1.9k | 480.66 | |
| BlackRock (BLK) | 0.1 | $929k | +3% | 1.2k | 763.98 | |
| Compass Cl A (COMP) | 0.1 | $925k | -56% | 118k | 7.86 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $919k | -8% | 3.4k | 269.74 | |
| Cleveland-cliffs (CLF) | 0.1 | $915k | NEW | 28k | 32.23 | |
Past Filings by Perigon Wealth Management
SEC 13F filings are viewable for Perigon Wealth Management going back to 2013
- 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
- Perigon Wealth Management 2019 Q1 filed May 15, 2019
- Perigon Wealth Management 2018 Q4 filed Feb. 11, 2019
- Perigon Wealth Management 2018 Q3 filed Nov. 13, 2018