Perigon Wealth Management

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

Portfolio Holdings for Perigon Wealth Management

Companies in the Perigon Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Union Pacific Corporation (UNP) 10.18 359.02k 148.73
Apple (AAPL) 7.55 147.79k +26% 267.99
SPDR S&P 500 ETF (SPY) 3.28 61.78k -11% 278.21
Invesco Qqq Trust Series 1 (QQQ) 3.22 84.21k +351% 200.86
Microsoft Corporation (MSFT) 2.16 68.47k +32% 165.13
Alphabet Inc Class C cs (GOOG) 2.08 9.02k +3% 1211.44
Visa (V) 2.00 60.25k +7% 173.70
Home Depot (HD) 1.92 50.05k +5% 201.53
Amazon (AMZN) 1.87 4.81k +89% 2042.80
Thermo Fisher Scientific (TMO) 1.62 26.81k +3% 317.38
NVIDIA Corporation (NVDA) 1.51 30.08k +18% 262.94
CME (CME) 1.46 40.19k -2% 190.16
Walt Disney Company (DIS) 1.40 70.06k +11% 104.50
SPDR Gold Trust (GLD) 1.36 45.00k +503% 158.68
Vanguard Total Bond Market ETF (BND) 1.32 79.33k +305% 87.48
iShares S&P 500 Index (IVV) 1.29 24.25k +6% 279.11
Moody's Corporation (MCO) 1.17 25.46k 241.68
Facebook Inc cl a (FB) 1.16 34.64k +4% 175.19
salesforce (CRM) 1.11 37.60k +7% 154.56
Johnson & Johnson (JNJ) 1.02 37.80k +20% 141.22
McDonald's Corporation (MCD) 1.00 28.48k +7% 183.70
JPMorgan Chase & Co. (JPM) 0.97 49.38k +7% 102.77
Verizon Communications (VZ) 0.97 88.70k +10% 57.44
Ishares Inc ctr wld minvl (ACWV) 0.94 57.14k NEW 86.05
Cisco Systems (CSCO) 0.92 117.45k 41.20
iShares Russell 2000 Index (IWM) 0.84 35.46k +7% 123.73
iShares Gold Trust (IAU) 0.80 262.06k +925% 16.09
Gilead Sciences (GILD) 0.79 56.65k +12% 73.51
Comcast Corporation (CMCSA) 0.77 105.83k +3% 38.00
Berkshire Hathaway (BRK.B) 0.75 20.39k +26% 193.84
Lockheed Martin Corporation (LMT) 0.75 10.62k 371.03
Schwab Strategic Tr us lrg cap etf (SCHX) 0.75 59.10k +288% 66.17
ResMed (RMD) 0.73 23.91k +6% 159.84
iShares MSCI EAFE Index Fund (EFA) 0.72 68.22k +13% 55.57
Chevron Corporation (CVX) 0.69 42.91k +19% 84.31
Vanguard Total Stock Market ETF (VTI) 0.65 24.49k +174% 139.37
Blackstone Group Inc Com Cl A (BX) 0.65 69.84k +1356% 49.17
Travelers Companies (TRV) 0.61 29.05k -4% 109.74
NIKE (NKE) 0.60 36.18k +8% 86.79
Vanguard Europe Pacific ETF (VEA) 0.60 89.88k +765% 34.78
Occidental Petroleum Corporation (OXY) 0.56 191.80k -10% 15.36
Costco Wholesale Corporation (COST) 0.54 9.51k +17% 300.03
Fortinet (FTNT) 0.49 25.07k -4% 101.91
3M Company (MMM) 0.47 16.66k 147.77
Netflix (NFLX) 0.46 6.48k +65% 370.66
Zoetis Inc Cl A (ZTS) 0.46 18.87k NEW 128.74
iShares S&P SmallCap 600 Index (IJR) 0.45 38.98k +44% 61.02
FLIR Systems (FLIR) 0.43 65.68k 34.50
Ishares Tr usa min vo (USMV) 0.43 37.92k +503% 59.17
iShares MSCI Emerging Markets Indx (EEM) 0.42 62.79k -10% 35.36
Procter & Gamble Company (PG) 0.42 19.25k +28% 114.65
Schwab International Equity ETF (SCHF) 0.40 77.76k +10% 26.87
United Technologies Corporation 0.38 30.81k +16% 64.72
Vanguard Short-Term Bond ETF (BSV) 0.38 23.84k +261% 82.57
Bank of America Corporation (BAC) 0.37 77.96k +75% 24.86
Norfolk Southern (NSC) 0.37 12.24k -5% 159.34
iShares Russell 1000 Growth Index (IWF) 0.37 12.18k +211% 160.95
Alphabet Inc Class A cs (GOOGL) 0.37 1.61k +12% 1206.34
Vanguard Emerging Markets ETF (VWO) 0.36 54.30k +111% 34.83
Automatic Data Processing (ADP) 0.35 12.90k -2% 142.51
iShares S&P MidCap 400 Index (IJH) 0.34 11.38k NEW 158.04
AT&T (T) 0.32 53.86k +65% 30.73
Nextera Energy (NEE) 0.32 6.80k +34% 245.26
Tesla Motors (TSLA) 0.32 2.95k +60% 573.13
Vanguard Sht Term Govt Bond ETF (VGSH) 0.32 26.86k NEW 62.27
Bristol Myers Squibb (BMY) 0.31 27.57k -4% 58.92
Ecolab (ECL) 0.30 8.73k +485% 179.86
Schwab U S Large Cap Growth ETF (SCHG) 0.30 18.60k +3% 84.99
Invesco S&p 500 Equal Weight Etf (RSP) 0.30 17.12k -14% 92.23
Coca-Cola Company (KO) 0.28 30.12k +28% 49.00
Abbott Laboratories (ABT) 0.28 17.36k +25% 86.05
Intel Corporation (INTC) 0.28 25.89k -12% 57.13
First Trust Value Line Dividend Indx Fnd (FVD) 0.28 49.48k +104% 30.17
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.28 33.02k +92% 43.91
Exxon Mobil Corporation (XOM) 0.27 33.41k +3% 43.13
Bank of Hawaii Corporation (BOH) 0.27 22.75k +4% 62.73
CVS Caremark Corporation (CVS) 0.27 23.45k +5% 60.48
Schwab Strategic Tr cmn (SCHV) 0.26 27.66k +5% 48.48
Wisdomtree Trust futre strat (WTMF) 0.26 37.49k -7% 36.12
Wells Fargo & Company (WFC) 0.25 38.88k +30% 33.20
Newmont Mining Corporation (NEM) 0.24 22.42k +118% 57.32
iShares Russell 1000 Value Index (IWD) 0.24 11.38k +206% 108.89
Sch Us Mid-cap Etf etf (SCHM) 0.24 27.56k -16% 46.19
Abbvie (ABBV) 0.24 15.69k +15% 79.74
iShares Russell 1000 Index (IWB) 0.23 7.86k +6% 153.00
Schwab U S Small Cap ETF (SCHA) 0.23 21.51k +44% 56.07
Schwab Strategic Tr sht tm us tres (SCHO) 0.23 23.48k +99% 51.69
Baxter International (BAX) 0.22 13.49k +12% 86.86
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.22 10.43k +41% 113.17
Schwab Strategic Tr us aggregate b (SCHZ) 0.22 21.02k -9% 55.56
Alibaba Group Holding Ltd Spon (BABA) 0.22 5.78k +158% 196.33
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.22 11.56k -9% 101.12
AMETEK (AME) 0.21 14.06k +2% 78.21
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.21 11.16k +13% 99.78
Vanguard S&p 500 Etf idx (VOO) 0.21 4.41k +162% 255.73
Xilinx (XLNX) 0.20 12.56k +30% 83.09
Honeywell International (HON) 0.20 7.50k 143.43
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.20 8.61k -20% 120.96
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.20 8.08k +26% 133.01
Intercontinentalex.. (ICE) 0.20 12.20k +15% 87.41
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.20 10.73k -2% 96.88
stock (SPLK) 0.19 8.07k 123.11
Paypal Holdings (PYPL) 0.19 9.31k +26% 105.86
Pepsi (PEP) 0.18 7.03k +273% 133.67
Target Corp 0.18 8.92k NEW 104.16
WisdomTree Emerging Mkts Small Cp Div (DGS) 0.17 25.32k +16% 34.64
Vanguard Malvern Fds strm infproidx (VTIP) 0.17 18.24k NEW 49.56
General Mills (GIS) 0.16 14.20k 57.41
SPDR Dow Jones Industrial Average ETF (DIA) 0.16 3.48k NEW 237.21
8x8 (EGHT) 0.16 53.28k +23% 16.16
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.16 8.15k NEW 101.68
iShares Russell Midcap Index Fund (IWR) 0.15 16.06k -21% 47.52
Schwab Strategic Tr 0 (SCHP) 0.15 13.58k +83% 59.07
Schwab Intl Small Cap Equity ETF (SCHC) 0.15 30.48k -7% 25.85
Citigroup (C) 0.15 17.07k +113% 47.39
Consolidated Edison (ED) 0.14 8.17k +118% 87.90
Darling International (DAR) 0.14 301.72k -17% 2.36
Technology SPDR (XLK) 0.14 8.82k 85.15
iShares S&P 500 Value Index (IVE) 0.14 6.84k +14% 105.28
iShares Dow Jones US Real Estate (IYR) 0.14 9.45k +4% 78.93
iShares Dow Jones Select Dividend (DVY) 0.14 9.37k +76% 81.13
Vanguard Value ETF (VTV) 0.14 7.66k +341% 97.40
Vanguard Mid-Cap ETF (VO) 0.14 5.20k +98% 145.16
Vanguard Short Term Corporate Bond ETF (VCSH) 0.14 9.11k -64% 81.04
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.14 8.02k NEW 90.69
Schwab Emerging Markets Equity ETF (SCHE) 0.14 33.18k -4% 21.43
Duke Energy (DUK) 0.14 8.41k NEW 90.31
Eli Lilly & Co. (LLY) 0.13 4.74k +79% 145.72
Regeneron Pharmaceuticals (REGN) 0.13 1.34k +76% 512.72
Emerson Electric (EMR) 0.13 13.52k +5% 51.77
Colgate-Palmolive Company (CL) 0.13 9.47k +15% 69.88
Rio Tinto (RIO) 0.13 14.24k +89% 47.69
Micron Technology (MU) 0.13 14.30k +92% 46.15
Vanguard Dividend Appreciation ETF (VIG) 0.13 5.93k 111.37
iShares Barclays TIPS Bond Fund (TIP) 0.13 5.65k -33% 121.46
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.13 6.80k NEW 101.41
Vanguard Mid-Cap Growth ETF (VOT) 0.13 4.91k +25% 138.02
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.13 12.55k NEW 54.33
U.S. Bancorp (USB) 0.12 16.75k 38.08
Wal-Mart Stores (WMT) 0.12 5.03k +190% 121.79
UnitedHealth (UNH) 0.12 2.39k +47% 264.13
Public Service Enterprise (PEG) 0.12 11.72k +17% 52.96
iShares S&P 500 Growth Index (IVW) 0.12 3.55k -26% 176.72
SPDR S&P MidCap 400 ETF (MDY) 0.12 2.14k +7% 289.12
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.12 11.88k +185% 51.87
Spdr Ser Tr 1 3 hgh yield (BIL) 0.12 6.91k +89% 91.50
Pfizer (PFE) 0.11 16.36k +63% 35.40
Intuitive Surgical (ISRG) 0.11 1.14k 503.96
Constellation Brands (STZ) 0.11 3.44k -4% 166.23
Illumina (ILMN) 0.11 2.00k -6% 287.57
Vanguard REIT ETF (VNQ) 0.11 7.39k +13% 78.88
Schwab U S Broad Market ETF (SCHB) 0.11 8.83k +104% 65.38
Suno (SUN) 0.11 31.50k NEW 17.84
Broadcom (AVGO) 0.11 2.32k +17% 254.53
MasterCard Incorporated (MA) 0.10 2.04k +150% 269.61
Kimberly-Clark Corporation (KMB) 0.10 3.99k +75% 131.46
Boeing Company (BA) 0.10 3.48k +91% 151.72
Becton, Dickinson and (BDX) 0.10 2.04k +50% 247.30
Lowe's Companies (LOW) 0.10 5.30k NEW 95.28
Sempra Energy (SRE) 0.10 4.14k -28% 130.50
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 0.10 2.28k -3% 219.93
S&p Global (SPGI) 0.10 1.90k NEW 283.38
Twilio Inc cl a (TWLO) 0.10 5.28k +15% 95.34
Mongodb Inc. Class A (MDB) 0.10 3.64k +10% 140.26
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) 0.10 19.06k NEW 28.85
American Centy Etf Tr Us Eqt Etf (AVUS) 0.10 12.21k NEW 44.38
Otis Worldwide Corp (OTIS) 0.10 10.30k NEW 49.12
NASDAQ OMX (NDAQ) 0.09 4.24k NEW 107.81
Caterpillar (CAT) 0.09 3.74k NEW 125.10
Genuine Parts Company (GPC) 0.09 6.62k 71.62
Amgen (AMGN) 0.09 2.22k +51% 218.02
Henry Schein (HSIC) 0.09 8.99k 52.29
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.09 3.73k +135% 131.83
Vanguard Large-Cap ETF (VV) 0.09 3.59k +27% 127.96
iShares iBoxx $ High Yid Corp Bond (HYG) 0.09 5.65k +74% 82.42
Vanguard Small-Cap ETF (VB) 0.09 3.63k +20% 125.72
Franco-Nevada Corporation (FNV) 0.09 3.97k NEW 113.72
SPDR Barclays Capital Aggregate Bo (SPAB) 0.09 15.94k -32% 30.56
SPDR DJ Wilshire Large Cap (SPLG) 0.09 13.83k -4% 32.68
Spotify Technology Sa (SPOT) 0.09 3.50k NEW 131.96
Invesco S&p 500 Low Volatility Etf (SPLV) 0.09 9.15k NEW 51.59
Zoom Video Communications In cl a (ZM) 0.09 3.74k NEW 124.63
Adobe Systems Incorporated (ADBE) 0.08 1.29k +107% 318.64
Akamai Technologies (AKAM) 0.08 4.54k 95.42
Merck & Co (MRK) 0.08 109.89k -30% 4.05
MercadoLibre (MELI) 0.08 762 532.81
iShares NASDAQ Biotechnology Index (IBB) 0.08 3.65k +22% 113.85
iShares Russell 2000 Value Index (IWN) 0.08 4.97k NEW 89.59
Vanguard Growth ETF (VUG) 0.08 2.44k +83% 167.76
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.08 3.96k NEW 106.46
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.08 5.13k +16% 86.68
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.08 6.14k NEW 70.17
iShares S&P NA Tech. Sec. Idx (IGM) 0.08 1.91k -11% 224.61
Sarepta Therapeutics (SRPT) 0.08 3.70k NEW 108.65
Veeva Sys Inc cl a (VEEV) 0.08 2.75k NEW 161.99
Walgreen Boots Alliance (WBA) 0.08 8.99k +23% 43.95
Medtronic (MDT) 0.08 4.08k NEW 101.15
Square Inc cl a (SQ) 0.08 6.67k +58% 59.23
Slack Technologies (WORK) 0.08 17.34k NEW 24.68
Goldman Sachs (GS) 0.07 1.97k NEW 184.08
Charles Schwab Corporation (SCHW) 0.07 9.57k +12% 36.56
Health Care SPDR (XLV) 0.07 3.64k -5% 94.78
Northrop Grumman Corporation (NOC) 0.07 1.02k +17% 336.91
Deere & Company (DE) 0.07 2.45k +11% 145.95
International Business Machines (IBM) 0.07 3.21k +50% 121.61
Clorox Company (CLX) 0.07 2.10k NEW 184.41
Energy Select Sector SPDR (XLE) 0.07 11.30k +29% 33.89
Cogent Communications (CCOI) 0.07 4.46k 85.30
Chipotle Mexican Grill (CMG) 0.07 507 NEW 771.20
Skyworks Solutions (SWKS) 0.07 4.22k NEW 89.96
Vanguard Small-Cap Value ETF (VBR) 0.07 3.91k -11% 97.75
Vanguard Mid-Cap Value ETF (VOE) 0.07 3.97k +49% 90.47
Schwab Strategic Tr us reit etf (SCHH) 0.07 9.38k +12% 36.67
Pimco Total Return Etf totl (BOND) 0.07 3.21k -23% 108.59
Matson (MATX) 0.07 11.90k 29.24
Box Inc cl a (BOX) 0.07 24.03k NEW 15.44
Dell Technologies (DELL) 0.07 8.68k NEW 41.58
Analog Devices (ADI) 0.06 3.04k +4% 98.72
Altria (MO) 0.06 8.18k NEW 40.97
Philip Morris International (PM) 0.06 4.02k NEW 75.34
Southern Company (SO) 0.06 5.54k NEW 60.34
Starbucks Corporation (SBUX) 0.06 4.42k +41% 73.90
Applied Materials (AMAT) 0.06 6.85k -4% 49.66
New Oriental Education & Tech (EDU) 0.06 2.56k NEW 115.85
iShares MSCI EMU Index (EZU) 0.06 9.70k -53% 32.08
iShares S&P MidCap 400 Growth (IJK) 0.06 1.60k -37% 194.25
iShares Russell 2000 Growth Index (IWO) 0.06 1.99k NEW 170.11
iShares MSCI EAFE Value Index (EFV) 0.06 8.48k NEW 37.12
Vanguard FTSE All-World ex-US ETF (VEU) 0.06 7.69k -19% 42.64
Vanguard Information Technology ETF (VGT) 0.06 1.48k 224.63
iShares S&P Global Healthcare Sect. (IXJ) 0.06 4.69k +35% 64.38
SPDR S&P World ex-US (SPDW) 0.06 12.87k -22% 24.94
American Tower Reit (AMT) 0.06 1.20k NEW 259.57
Equinix (EQIX) 0.06 486 -3% 687.24
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.06 5.71k NEW 50.92
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.06 2.50k NEW 123.85
Ishares Msci Global Gold Min etp (RING) 0.06 12.25k 24.24
Crispr Therapeutics (CRSP) 0.06 6.35k +37% 45.81
Wheaton Precious Metals Corp (WPM) 0.06 9.13k NEW 31.98
Carrier Global Corporation (CARR) 0.06 20.61k NEW 14.80
BlackRock (BLK) 0.05 582 +36% 470.79
FedEx Corporation (FDX) 0.05 2.33k +17% 122.48
AES Corporation (AES) 0.05 16.48k NEW 14.74
Dominion Resources (D) 0.05 3.41k +13% 81.52
General Electric Company (GE) 0.05 33.60k +72% 7.14
United Parcel Service (UPS) 0.05 2.81k NEW 98.79
Campbell Soup Company (CPB) 0.05 5.11k NEW 47.71
Gartner (IT) 0.05 2.57k 106.74
American Electric Power Company (AEP) 0.05 2.92k +14% 86.18
QUALCOMM (QCOM) 0.05 3.85k NEW 71.71
Danaher Corporation (DHR) 0.05 1.78k NEW 145.99
Hershey Company (HSY) 0.05 1.71k NEW 144.19
Oracle Corporation (ORCL) 0.05 5.08k +27% 53.16
J.M. Smucker Company (SJM) 0.05 2.19k +9% 112.58
Cognex Corporation (CGNX) 0.05 5.37k 46.20
Intuit (INTU) 0.05 999 NEW 252.25
iShares Lehman Aggregate Bond (AGG) 0.05 2.28k +3% 117.05
iShares Russell 3000 Index (IWV) 0.05 1.60k NEW 160.30
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.05 1.61k -16% 165.11
SPDR S&P Dividend (SDY) 0.05 2.97k -5% 87.26
iShares Lehman MBS Bond Fund (MBB) 0.05 2.53k NEW 110.58
General Motors Company (GM) 0.05 11.26k +11% 24.06
Spdr Series Trust brcly em locl (EBND) 0.05 11.31k +25% 25.11
Mondelez Int (MDLZ) 0.05 4.80k NEW 52.26
Ishares Inc core msci emkt (IEMG) 0.05 6.45k +72% 42.02
Workday Inc cl a (WDAY) 0.05 1.75k NEW 145.14
Ishares Msci Usa Quality Facto invalid (QUAL) 0.05 2.91k -13% 87.60
Vodafone Group New Adr F (VOD) 0.05 17.11k +45% 14.21
Solaredge Technologies (SEDG) 0.05 2.75k 96.50
Teladoc (TDOC) 0.05 1.76k NEW 146.59
Lumentum Hldgs (LITE) 0.05 3.19k +17% 79.24
Vaneck Vectors Gold Miners mutual (GDX) 0.05 8.62k +22% 29.00
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.05 2.71k -87% 100.66
Dbx Etf Tr deutsche usd etf (HYLB) 0.05 5.47k +13% 46.80
Okta Inc cl a (OKTA) 0.05 2.17k -4% 131.00
Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) 0.05 4.72k 57.18
Affiliated Managers (AMG) 0.04 3.11k NEW 66.56
CSX Corporation (CSX) 0.04 3.26k NEW 64.07
Kohl's Corporation (KSS) 0.04 11.75k NEW 19.91
Nuance Communications (NUAN) 0.04 12.20k NEW 16.96
Brown-Forman Corporation (BF.B) 0.04 3.51k NEW 62.98
SVB Financial (SIVB) 0.04 1.11k -7% 185.42
Accenture (ACN) 0.04 1.29k NEW 177.74
Magna Intl Inc cl a (MGA) 0.04 6.23k +43% 36.76
Wynn Resorts (WYNN) 0.04 3.24k +61% 70.61
Advanced Micro Devices (AMD) 0.04 4.73k NEW 48.40
Universal Display Corporation (OLED) 0.04 1.49k 138.07
iShares Russell Midcap Growth Idx. (IWP) 0.04 1.53k 131.37
Vanguard High Dividend Yield ETF (VYM) 0.04 2.91k 77.21
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.04 4.42k +31% 47.33
SPDR S&P Emerging Markets (SPEM) 0.04 6.90k +5% 29.56
Vanguard Health Care ETF (VHT) 0.04 1.31k 178.08
Wp Carey (WPC) 0.04 3.37k NEW 70.03
Ringcentral (RNG) 0.04 1.03k NEW 205.45
Ark Etf Tr gen rev mltsct (ARKG) 0.04 6.58k NEW 33.26
Zuora Inc ordinary shares (ZUO) 0.04 23.55k -43% 9.13
Fastly Inc cl a (FSLY) 0.04 9.68k NEW 20.76
Barrick Gold Corp (GOLD) 0.03 6.31k NEW 22.50
CenturyLink (CTL) 0.03 16.86k +5% 10.67
Key (KEY) 0.03 14.95k NEW 12.04
iShares Silver Trust (SLV) 0.03 10.60k -8% 14.33
Nuveen Nj Div Advantage Mun (NXJ) 0.03 11.99k 13.35
1st Constitution Ban (FCCY) 0.03 11.31k NEW 13.08
Livent Corp (LTHM) 0.03 24.21k NEW 6.15
Telefonaktiebolaget LM Ericsson (ERIC) 0.02 12.29k -9% 8.14
Neuberger Ber. CA Intermediate Muni Fund (NBW) 0.02 10.00k 12.80
Sirius Xm Holdings (SIRI) 0.02 23.45k NEW 5.25
First Bank (FRBA) 0.02 11.00k 7.18
Rts/bristol-myers Squibb Compa (BMY.R) 0.02 19.66k 4.02
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.01 10.58k -9% 7.09
Celsius Holdings (CELH) 0.01 10.00k 4.60
Global X Fds glb x mlp enr 0.01 11.43k NEW 6.82
Corenergy Infrastructure note 7% 6/15 0.01 46.00k 0.80
Callon Pete Co Del Com Stk (CPE) 0.00 15.66k NEW 0.51
Tortoise MLP Fund 0.00 10.22k NEW 1.37
Goldman Sachs Mlp Inc Opp 0.00 11.10k NEW 1.26

Past Filings by Perigon Wealth Management

View past SEC 13F filings by Perigon Wealth Management

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