Perigon Wealth Management
Latest statistics and disclosures from Perigon Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNP, AAPL, AMZN, GOOG, MSFT, and represent 20.86% of Perigon Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ESGU, TSLA, VCSH, VTI, AMZN, VOO, BSV, NEE, MUB, SCHR.
- Started 689 new stock positions in NUAG, FISV, EXI, Marvell Technology Group, BLL, ILCG, AOM, PRLB, OHI, ABNB.
- Reduced shares in these 10 stocks: BX, TRV, , RTX, WORK, DAR, PCY, AGZ, SCHX, .
- Sold out of its positions in Rts/bristol-myers Squibb Compa, DLTR, FDN, FTNT, QQQ, ISRG, SPLV, PCY, KLAC, RTX. TGT, TRV.
- Perigon Wealth Management was a net buyer of stock by $84M.
- Perigon Wealth Management has $780M in assets under management (AUM), dropping by 29.41%.
- 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 December 2020 quarterly 13F filing
Perigon Wealth Management has 1051 total positions. Only the first 250 positions are shown.
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- Download the Perigon Wealth Management December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 9.6 | $75M | 360k | 208.22 | ||
| Apple Call Option (AAPL) | 4.5 | $35M | 642k | 55.00 | ||
| Amazon (AMZN) | 2.4 | $18M | +14% | 5.6k | 3256.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $18M | 10k | 1751.81 | ||
| Microsoft Corporation (MSFT) | 2.1 | $16M | +7% | 72k | 222.41 | |
| NVIDIA Corporation (NVDA) | 1.9 | $15M | +4% | 29k | 522.20 | |
| Visa Com Cl A (V) | 1.7 | $13M | 61k | 218.72 | ||
| Home Depot (HD) | 1.7 | $13M | 49k | 265.62 | ||
| Thermo Fisher Scientific (TMO) | 1.6 | $13M | 28k | 465.79 | ||
| Walt Disney Company (DIS) | 1.6 | $13M | 69k | 181.19 | ||
| Tesla Motors (TSLA) | 1.4 | $11M | +34% | 16k | 705.70 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $10M | +35% | 52k | 194.63 | |
| Merck & Co (MRK) | 1.2 | $9.0M | +3% | 111k | 81.80 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $9.0M | 24k | 375.41 | ||
| Darling International (DAR) | 1.1 | $8.8M | -13% | 153k | 57.68 | |
| Moody's Corporation (MCO) | 1.1 | $8.3M | +8% | 29k | 290.23 | |
| salesforce (CRM) | 1.0 | $8.2M | +9% | 37k | 222.52 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $7.8M | 88k | 88.19 | ||
| Cme (CME) | 0.9 | $7.2M | 40k | 182.05 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $6.9M | -4% | 39k | 178.36 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $6.8M | +3% | 53k | 127.07 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $6.6M | 33k | 196.06 | ||
| McDonald's Corporation (MCD) | 0.8 | $6.1M | +2% | 29k | 214.57 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $6.0M | -4% | 114k | 52.40 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.8 | $5.9M | 61k | 96.91 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $5.9M | +35% | 26k | 231.88 | |
| Johnson & Johnson (JNJ) | 0.7 | $5.8M | -3% | 37k | 157.39 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $5.6M | +90% | 67k | 83.25 | |
| Verizon Communications (VZ) | 0.7 | $5.6M | +10% | 95k | 58.75 | |
| ResMed (RMD) | 0.7 | $5.3M | 25k | 212.58 | ||
| Nike CL B (NKE) | 0.7 | $5.2M | 37k | 141.46 | ||
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $5.2M | +215% | 60k | 86.03 | |
| Ishares Gold Trust Ishares | 0.6 | $4.6M | 254k | 18.13 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $4.5M | 62k | 72.96 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $4.3M | +123% | 52k | 82.90 | |
| Cisco Systems (CSCO) | 0.5 | $4.3M | -15% | 96k | 44.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.2M | +127% | 12k | 343.71 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $4.1M | -19% | 45k | 90.96 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $4.1M | +17% | 45k | 91.90 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $3.8M | 11k | 355.00 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $3.7M | -10% | 78k | 47.21 | |
| American Express Company (AXP) | 0.5 | $3.7M | +2% | 31k | 120.90 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $3.5M | +56% | 25k | 138.11 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.5M | +15% | 96k | 36.01 | |
| Chevron Corporation (CVX) | 0.4 | $3.5M | -6% | 41k | 84.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.4M | +10% | 2.0k | 1752.54 | |
| Zoetis Cl A (ZTS) | 0.4 | $3.4M | 21k | 165.49 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $3.4M | +15% | 50k | 67.88 | |
| Netflix (NFLX) | 0.4 | $3.4M | +8% | 6.3k | 540.70 | |
| 3M Company (MMM) | 0.4 | $3.3M | 19k | 174.78 | ||
| Costco Wholesale Corporation (COST) | 0.4 | $3.3M | -4% | 8.9k | 376.79 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $3.3M | +69% | 53k | 61.60 | |
| Gilead Sciences (GILD) | 0.4 | $3.3M | -5% | 56k | 58.26 | |
| Procter & Gamble Company (PG) | 0.4 | $3.2M | +6% | 23k | 139.12 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $3.2M | +22% | 25k | 127.55 | |
| Blackstone Group Com Cl A (BX) | 0.4 | $3.1M | -56% | 48k | 64.82 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $3.0M | -4% | 59k | 51.67 | |
| Norfolk Southern (NSC) | 0.4 | $3.0M | 13k | 237.59 | ||
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 0.4 | $2.9M | -23% | 66k | 44.29 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.4 | $2.8M | +132% | 48k | 58.21 | |
| Starbucks Corporation (SBUX) | 0.3 | $2.7M | +110% | 25k | 106.99 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.7M | 11k | 241.17 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $2.6M | +3% | 21k | 128.41 | |
| Paypal Holdings (PYPL) | 0.3 | $2.6M | +31% | 11k | 234.21 | |
| FLIR Systems | 0.3 | $2.6M | +4% | 58k | 43.84 | |
| Bank of America Corporation (BAC) | 0.3 | $2.5M | +2% | 84k | 30.31 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.5M | +202% | 21k | 117.22 | |
| 8x8 (EGHT) | 0.3 | $2.5M | -7% | 71k | 34.47 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.3 | $2.4M | +2% | 16k | 150.92 | |
| Automatic Data Processing (ADP) | 0.3 | $2.4M | 14k | 176.19 | ||
| Nextera Energy (NEE) | 0.3 | $2.3M | +315% | 30k | 77.16 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.2M | -6% | 45k | 50.11 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.3 | $2.2M | +3% | 17k | 133.18 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.3 | $2.1M | +19% | 20k | 108.96 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.1M | -2% | 9.1k | 229.88 | |
| Abbott Laboratories (ABT) | 0.3 | $2.1M | 19k | 109.51 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $2.0M | +9% | 34k | 59.54 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.0M | 30k | 68.17 | ||
| Coca-Cola Company (KO) | 0.3 | $2.0M | +21% | 36k | 54.83 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.9M | 32k | 60.17 | ||
| Bristol Myers Squibb (BMY) | 0.2 | $1.9M | +14% | 31k | 62.02 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.9M | +149% | 21k | 86.90 | |
| Abbvie (ABBV) | 0.2 | $1.9M | -10% | 17k | 107.17 | |
| Ecolab (ECL) | 0.2 | $1.9M | -2% | 8.6k | 216.32 | |
| Honeywell International (HON) | 0.2 | $1.8M | +11% | 8.4k | 212.66 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.8M | +11% | 8.3k | 211.79 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | +16% | 42k | 41.22 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.7M | +316% | 17k | 100.89 | |
| Bank of Hawaii Corporation (BOH) | 0.2 | $1.7M | +2% | 22k | 76.63 | |
| Amgen (AMGN) | 0.2 | $1.7M | +131% | 7.3k | 229.89 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.7M | -10% | 19k | 89.01 | |
| Xilinx (XLNX) | 0.2 | $1.7M | -20% | 12k | 141.77 | |
| Ametek (AME) | 0.2 | $1.7M | 14k | 120.97 | ||
| Pfizer (PFE) | 0.2 | $1.6M | +26% | 44k | 36.80 | |
| At&t (T) | 0.2 | $1.6M | +3% | 54k | 28.76 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.6M | +59% | 13k | 118.19 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.5M | 51k | 30.19 | ||
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $1.5M | +12% | 24k | 62.99 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.5M | 11k | 136.76 | ||
| Twilio Cl A (TWLO) | 0.2 | $1.5M | 4.4k | 338.47 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.5M | +111% | 17k | 86.36 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.4M | 26k | 56.02 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $1.4M | +145% | 4.3k | 327.20 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $1.4M | +9% | 37k | 37.64 | |
| Ameriprise Financial (AMP) | 0.2 | $1.4M | +2% | 7.1k | 194.36 | |
| Intercontinental Exchange (ICE) | 0.2 | $1.4M | 12k | 115.33 | ||
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $1.3M | -3% | 26k | 50.07 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $1.3M | 75k | 17.31 | ||
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $1.3M | +5% | 27k | 47.73 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $1.3M | +96% | 47k | 27.25 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $1.3M | +94% | 25k | 51.41 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | +5% | 7.4k | 168.87 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.2M | +16% | 3.0k | 420.05 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.2M | +14% | 9.7k | 127.63 | |
| MercadoLibre (MELI) | 0.2 | $1.2M | +7% | 738.00 | 1674.80 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.2 | $1.2M | -13% | 23k | 54.08 | |
| Intel Corporation (INTC) | 0.2 | $1.2M | +2% | 24k | 49.80 | |
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.2 | $1.2M | 32k | 37.08 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.2M | +7% | 39k | 30.65 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.2M | +95% | 8.3k | 144.10 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $1.2M | +70% | 28k | 42.15 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.2M | -19% | 17k | 68.30 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | +3% | 5.5k | 212.16 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.2M | +6% | 8.9k | 130.03 | |
| Micron Technology (MU) | 0.1 | $1.1M | +10% | 15k | 75.16 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.1M | +10% | 9.7k | 116.18 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.1M | +5% | 8.4k | 132.93 | |
| Broadcom (AVGO) | 0.1 | $1.1M | +18% | 2.5k | 437.72 | |
| Square Cl A (SQ) | 0.1 | $1.1M | +10% | 5.1k | 217.56 | |
| Emerson Electric (EMR) | 0.1 | $1.1M | 14k | 80.34 | ||
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 0.1 | $1.1M | +168% | 34k | 32.10 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $1.1M | +60% | 12k | 91.67 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $1.1M | 3.4k | 314.63 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | 16k | 68.54 | ||
| Dell Technologies CL C (DELL) | 0.1 | $1.1M | +21% | 15k | 73.30 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.1M | NEW | 19k | 55.19 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.0M | +16% | 15k | 69.09 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | -9% | 5.0k | 206.84 | |
| Baxter International (BAX) | 0.1 | $1.0M | 13k | 80.24 | ||
| General Mills (GIS) | 0.1 | $1.0M | -12% | 17k | 58.82 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $1.0M | +28% | 11k | 93.23 | |
| Illumina (ILMN) | 0.1 | $1.0M | +18% | 2.7k | 370.11 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $996k | -9% | 3.0k | 337.40 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $990k | +106% | 20k | 50.78 | |
| Mongodb Cl A (MDB) | 0.1 | $987k | +11% | 2.7k | 359.17 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $984k | +8% | 11k | 90.99 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $984k | 2.8k | 354.08 | ||
| UnitedHealth (UNH) | 0.1 | $976k | +14% | 2.8k | 350.70 | |
| Franklin Etf Tr Liberty Shrt Etf (FTSD) | 0.1 | $968k | -31% | 10k | 95.75 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $963k | +63% | 2.7k | 353.65 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $947k | +31% | 6.7k | 141.24 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $911k | +36% | 15k | 62.02 | |
| Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.1 | $906k | +41% | 15k | 62.41 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $890k | +17% | 7.5k | 118.92 | |
| Colgate-Palmolive Company (CL) | 0.1 | $886k | +2% | 10k | 85.48 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $865k | +13% | 1.7k | 500.00 | |
| Pepsi (PEP) | 0.1 | $859k | -23% | 5.8k | 148.28 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $859k | +10% | 5.6k | 153.17 | |
| Infinera (INFN) | 0.1 | $858k | NEW | 82k | 10.48 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $857k | +278% | 13k | 63.80 | |
| Freeport-mcmoran CL B Call Option (FCX) | 0.1 | $848k | +50% | 98k | 8.69 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $847k | +41% | 16k | 53.04 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $846k | -21% | 8.3k | 102.01 | |
| Morgan Stanley Com New (MS) | 0.1 | $833k | +153% | 12k | 68.56 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $832k | +126% | 15k | 56.24 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $828k | +4% | 6.9k | 119.98 | |
| Carrier Global Corporation (CARR) | 0.1 | $825k | +5% | 22k | 37.72 | |
| Spdr Ser Tr Blombrg Brc Emrg (EBND) | 0.1 | $823k | +2% | 29k | 28.05 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $822k | +5% | 8.7k | 94.16 | |
| Solaredge Technologies (SEDG) | 0.1 | $816k | +10% | 2.6k | 319.25 | |
| Cloudflare Cl A Com (NET) | 0.1 | $807k | -14% | 11k | 76.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $800k | 9.4k | 84.95 | ||
| Lam Research Corporation (LRCX) | 0.1 | $788k | +18% | 1.7k | 472.42 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $781k | +17% | 5.5k | 142.16 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.1 | $777k | -2% | 13k | 61.51 | |
| Us Bancorp Del Com New (USB) | 0.1 | $770k | 17k | 46.61 | ||
| Kimberly-Clark Corporation (KMB) | 0.1 | $767k | +4% | 5.7k | 134.80 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.1 | $767k | NEW | 13k | 57.37 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $766k | -6% | 15k | 51.12 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.1 | $761k | 4.1k | 185.84 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $747k | 2.1k | 356.90 | ||
| Universal Display Corporation (OLED) | 0.1 | $745k | +18% | 3.2k | 229.73 | |
| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.1 | $726k | 3.3k | 218.54 | ||
| Duke Energy Corp Com New (DUK) | 0.1 | $722k | 7.9k | 91.61 | ||
| Inseego (INSG) | 0.1 | $721k | NEW | 47k | 15.47 | |
| Fastly Cl A (FSLY) | 0.1 | $714k | +13% | 8.2k | 87.37 | |
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.1 | $707k | +20% | 12k | 57.53 | |
| Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.1 | $700k | -7% | 12k | 59.00 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $694k | 10k | 67.55 | ||
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $687k | 14k | 50.52 | ||
| Matson (MATX) | 0.1 | $678k | 12k | 56.97 | ||
| Sempra Energy (SRE) | 0.1 | $669k | 5.2k | 127.45 | ||
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $668k | 1.9k | 349.74 | ||
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $666k | NEW | 4.2k | 157.82 | |
| D.R. Horton (DHI) | 0.1 | $661k | +7% | 9.6k | 68.88 | |
| Becton, Dickinson and (BDX) | 0.1 | $658k | +2% | 2.6k | 250.29 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $657k | 3.4k | 194.55 | ||
| Applied Materials (AMAT) | 0.1 | $656k | +4% | 7.6k | 86.32 | |
| Ericsson Adr B Sek 10 (ERIC) | 0.1 | $654k | 55k | 11.95 | ||
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $653k | -3% | 6.5k | 100.18 | |
| Advisors Inner Circle Fd Iii Rayliant Quantam (RAYC) | 0.1 | $653k | NEW | 26k | 25.66 | |
| S&p Global (SPGI) | 0.1 | $647k | +3% | 2.0k | 328.93 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $644k | -6% | 1.3k | 482.76 | |
| Genuine Parts Company (GPC) | 0.1 | $637k | -2% | 6.3k | 100.47 | |
| Constellation Brands Cl A (STZ) | 0.1 | $634k | -11% | 2.9k | 219.15 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $634k | -13% | 5.1k | 125.27 | |
| Henry Schein (HSIC) | 0.1 | $631k | 9.4k | 66.81 | ||
| General Motors Company (GM) | 0.1 | $628k | +60% | 15k | 41.64 | |
| Goldman Sachs (GS) | 0.1 | $622k | +15% | 2.4k | 263.89 | |
| Anaplan (PLAN) | 0.1 | $618k | +10% | 8.6k | 71.84 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $613k | +171% | 5.6k | 110.11 | |
| Nasdaq Omx (NDAQ) | 0.1 | $609k | 4.6k | 132.74 | ||
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $603k | -27% | 9.7k | 62.09 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $595k | +11% | 2.3k | 253.30 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $589k | 3.9k | 151.57 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $587k | +18% | 4.9k | 118.92 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $583k | +2% | 10k | 57.17 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $582k | +13% | 2.5k | 232.80 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $581k | +23% | 17k | 34.36 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $580k | -13% | 5.0k | 115.84 | |
| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $578k | -66% | 4.8k | 119.45 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $578k | 3.3k | 175.68 | ||
| Servicenow (NOW) | 0.1 | $578k | +8% | 1.1k | 550.48 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $577k | 2.0k | 286.78 | ||
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $574k | 6.7k | 85.65 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $571k | -10% | 5.9k | 96.14 | |
| Lowe's Companies (LOW) | 0.1 | $570k | -46% | 3.6k | 160.43 | |
| Okta Cl A (OKTA) | 0.1 | $555k | +14% | 2.2k | 254.24 | |
| Nio Spon Ads (NIO) | 0.1 | $552k | -5% | 11k | 48.76 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $536k | -7% | 4.2k | 127.98 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $535k | +14% | 9.2k | 58.36 | |
| Consolidated Edison (ED) | 0.1 | $530k | -8% | 7.3k | 72.32 | |
| BlackRock (BLK) | 0.1 | $529k | +16% | 733.00 | 721.69 | |
| Oracle Corporation (ORCL) | 0.1 | $526k | +5% | 8.1k | 64.68 | |
| Akamai Technologies (AKAM) | 0.1 | $520k | -8% | 5.0k | 104.94 | |
| Skyworks Solutions (SWKS) | 0.1 | $519k | +110% | 3.4k | 152.92 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $518k | +17% | 4.6k | 113.45 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $517k | -45% | 5.7k | 91.49 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $511k | +14% | 13k | 38.00 | |
| stock (SPLK) | 0.1 | $508k | +20% | 3.0k | 169.84 | |
| Keurig Dr Pepper (KDP) | 0.1 | $502k | +3% | 16k | 32.02 | |
| AES Corporation (AES) | 0.1 | $493k | 21k | 23.51 | ||
| Livent Corp (LTHM) | 0.1 | $493k | -2% | 26k | 18.85 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $493k | -40% | 19k | 26.17 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $489k | NEW | 5.3k | 92.82 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $488k | +5% | 1.6k | 304.81 | |
| Monster Beverage Corp (MNST) | 0.1 | $487k | +14% | 5.3k | 92.53 | |
| Kroger (KR) | 0.1 | $487k | +10% | 15k | 31.75 | |
| Campbell Soup Company (CPB) | 0.1 | $486k | -11% | 10k | 48.39 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $481k | +10% | 1.8k | 260.99 |
Past Filings by Perigon Wealth Management
SEC 13F filings are viewable for Perigon Wealth Management going back to 2013
- 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
- Perigon Wealth Management 2018 Q2 restated filed Aug. 9, 2018
- Perigon Wealth Management 2018 Q2 restated filed Aug. 8, 2018
- Perigon Wealth Management 2018 Q2 filed Aug. 7, 2018
- Perigon Wealth Management 2018 Q1 filed May 15, 2018
- Perigon Wealth Management 2017 Q4 filed Feb. 14, 2018
- Perigon Wealth Management 2017 Q3 filed Dec. 5, 2017