Perigon Wealth Management

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

Tip: Access up to 7 years of quarterly data

Positions held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 778 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Perigon Wealth Management has 778 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.4 $189M +19% 972k 193.97
 View chart
NVIDIA Corporation (NVDA) 3.3 $85M +23% 200k 423.02
 View chart
Union Pacific Corporation (UNP) 2.9 $74M 361k 204.62
 View chart
Microsoft Corporation (MSFT) 2.2 $55M +54% 161k 340.54
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $52M +54% 129k 407.28
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.9 $48M +75% 108k 445.71
 View chart
Occidental Petroleum Corporation (OXY) 1.9 $48M +843% 817k 58.77
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $47M +74% 128k 368.60
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.6 $41M 1.5M 27.15
 View chart
Amazon (AMZN) 1.5 $39M +56% 299k 130.36
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $37M +49% 96k 385.87
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.4 $35M 292k 120.97
 View chart
Tesla Motors (TSLA) 1.3 $32M +147% 122k 261.29
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $29M +12% 133k 220.28
 View chart
Home Depot (HD) 1.1 $29M +30% 93k 310.64
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $22M +2% 299k 72.69
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $22M +31% 82k 261.48
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.8 $21M +122% 177k 119.70
 View chart
Visa Com Cl A (V) 0.8 $21M +20% 89k 237.48
 View chart
Ishares Tr Core Total Usd (IUSB) 0.8 $20M +38% 448k 45.47
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $20M +36% 440k 46.18
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $20M +174% 570k 35.65
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $20M +63% 266k 74.95
 View chart
Moody's Corporation (MCO) 0.8 $20M +107% 56k 347.72
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $19M +50% 56k 341.00
 View chart
Meta Platforms Cl A (META) 0.7 $19M +102% 67k 279.58
 View chart
McDonald's Corporation (MCD) 0.7 $19M +65% 62k 298.41
 View chart
Eli Lilly & Co. (LLY) 0.7 $18M +196% 39k 468.99
 View chart
JPMorgan Chase & Co. (JPM) 0.7 $18M +69% 125k 145.44
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $18M +24% 186k 97.95
 View chart
Johnson & Johnson (JNJ) 0.7 $17M +65% 103k 165.52
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $16M +11% 584k 27.32
 View chart
Thermo Fisher Scientific (TMO) 0.6 $16M 30k 521.75
 View chart
salesforce (CRM) 0.6 $14M 68k 211.26
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $14M +145% 106k 134.87
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $14M +106% 171k 83.56
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $14M -8% 281k 50.22
 View chart
Ishares Tr Mbs Etf (MBB) 0.5 $14M +8% 148k 93.26
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $14M +9% 441k 30.99
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.5 $14M +4% 201k 67.50
 View chart
Ishares Tr National Mun Etf (MUB) 0.5 $13M +54% 125k 106.73
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $13M +35% 164k 81.08
 View chart
Merck & Co (MRK) 0.5 $13M +94% 114k 115.39
 View chart
Exxon Mobil Corporation (XOM) 0.5 $13M +13% 121k 107.25
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $13M +150% 169k 75.57
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.5 $13M +99% 52k 243.74
 View chart
Chevron Corporation (CVX) 0.5 $12M +24% 76k 157.35
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $12M +229% 160k 72.62
 View chart
Abbvie (ABBV) 0.5 $12M +114% 86k 134.73
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $11M +36% 114k 100.63
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $11M -21% 114k 99.65
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.4 $11M +122% 57k 198.89
 View chart
Ishares Core Msci Emkt (IEMG) 0.4 $11M +11% 222k 49.29
 View chart
Raytheon Technologies Corp (RTX) 0.4 $11M +54% 111k 97.96
 View chart
Procter & Gamble Company (PG) 0.4 $11M +103% 71k 151.74
 View chart
Deere & Company (DE) 0.4 $10M +229% 25k 405.18
 View chart
Ishares Gold Tr Ishares New (IAU) 0.4 $10M +15% 283k 36.39
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $10M +8% 153k 67.09
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $10M +281% 213k 47.42
 View chart
Costco Wholesale Corporation (COST) 0.4 $10M +87% 19k 538.38
 View chart
Blackstone Group Inc Com Cl A (BX) 0.4 $9.6M +9% 103k 92.97
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.4 $9.5M -2% 51k 187.27
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.4 $9.4M +18% 87k 108.87
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $9.3M +257% 81k 115.26
 View chart
Walt Disney Company (DIS) 0.4 $9.0M +58% 101k 89.28
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $8.7M +70% 116k 74.33
 View chart
Cme (CME) 0.3 $8.5M 46k 185.29
 View chart
Pepsi (PEP) 0.3 $8.5M +170% 46k 185.22
 View chart
Broadcom (AVGO) 0.3 $8.4M +100% 9.6k 867.45
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.3 $8.3M +16% 72k 116.67
 View chart
American Express Company (AXP) 0.3 $8.3M -3% 48k 174.20
 View chart
Coca-Cola Company (KO) 0.3 $8.2M +88% 136k 60.22
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $8.1M +15% 154k 52.37
 View chart
Nike CL B (NKE) 0.3 $8.0M +76% 73k 110.37
 View chart
Wells Fargo & Company (WFC) 0.3 $7.9M +53% 186k 42.68
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $7.8M +88% 193k 40.62
 View chart
Cisco Systems (CSCO) 0.3 $7.7M +61% 148k 51.74
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $7.6M -45% 78k 97.46
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $7.6M -17% 132k 57.73
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $7.5M 148k 50.67
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $7.5M +2% 42k 178.27
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $7.4M +37% 188k 39.56
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $7.4M +49% 78k 95.41
 View chart
Verizon Communications (VZ) 0.3 $7.3M +121% 196k 37.19
 View chart
Travelers Companies (TRV) 0.3 $7.2M 41k 173.66
 View chart
Lockheed Martin Corporation (LMT) 0.3 $7.0M +8% 15k 460.37
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $7.0M +4% 47k 149.64
 View chart
Abrdn Etfs Bbrg All Commdy (BCD) 0.3 $6.9M 216k 31.90
 View chart
C3 Ai Cl A (AI) 0.3 $6.8M -2% 186k 36.43
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.7M +63% 93k 72.50
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $6.7M -3% 68k 97.64
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.3 $6.6M -2% 135k 48.94
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $6.6M +1794% 87k 75.23
 View chart
ResMed (RMD) 0.3 $6.5M 30k 218.50
 View chart
UnitedHealth (UNH) 0.3 $6.5M +140% 14k 480.65
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $6.4M +21% 39k 165.40
 View chart
United Parcel Service CL B (UPS) 0.3 $6.4M +193% 36k 179.25
 View chart
Pfizer (PFE) 0.2 $6.3M +161% 172k 36.68
 View chart
Wal-Mart Stores (WMT) 0.2 $6.3M +137% 40k 157.18
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $6.2M -16% 44k 142.10
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.2 $6.2M +151% 58k 107.62
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $6.2M +51% 271k 22.90
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $6.1M +48% 28k 220.16
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $6.0M +17% 254k 23.46
 View chart
Bank of America Corporation (BAC) 0.2 $6.0M +95% 208k 28.69
 View chart
Caterpillar (CAT) 0.2 $5.8M +438% 24k 246.05
 View chart
Comcast Corp Cl A (CMCSA) 0.2 $5.7M +3% 137k 41.55
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $5.7M 72k 79.03
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $5.5M +25% 12k 442.16
 View chart
Nextera Energy (NEE) 0.2 $5.4M +104% 72k 74.20
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $5.3M +66% 71k 75.66
 View chart
Goldman Sachs (GS) 0.2 $5.2M +183% 16k 322.55
 View chart
Snowflake Cl A (SNOW) 0.2 $5.2M +607% 30k 175.98
 View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $5.1M -26% 214k 23.80
 View chart
Adobe Systems Incorporated (ADBE) 0.2 $5.1M +181% 10k 488.99
 View chart
Charles Schwab Corporation (SCHW) 0.2 $5.0M +94% 89k 56.68
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $5.0M +9% 38k 132.73
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $4.9M +90% 36k 138.38
 View chart
Select Sector Spdr Tr Technology (XLK) 0.2 $4.8M +54% 28k 173.86
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $4.8M +36% 87k 55.33
 View chart
Abbott Laboratories (ABT) 0.2 $4.8M +72% 44k 109.02
 View chart
Marqeta Class A Com (MQ) 0.2 $4.7M 973k 4.87
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $4.6M +227% 15k 308.57
 View chart
Darling International (DAR) 0.2 $4.6M -14% 72k 63.79
 View chart
Intel Corporation (INTC) 0.2 $4.5M +341% 135k 33.44
 View chart
4d Molecular Therapeutics In (FDMT) 0.2 $4.4M 246k 18.07
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $4.4M 27k 163.65
 View chart
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $4.4M +55% 16k 280.26
 View chart
Automatic Data Processing (ADP) 0.2 $4.3M +6% 19k 219.79
 View chart
Netflix (NFLX) 0.2 $4.3M +14% 9.7k 440.49
 View chart
Texas Instruments Incorporated (TXN) 0.2 $4.2M +290% 23k 180.01
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $4.1M -3% 53k 78.26
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $4.1M +64% 20k 205.77
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $4.1M +124% 10k 393.30
 View chart
Zoetis Cl A (ZTS) 0.2 $4.0M +5% 23k 172.21
 View chart
AECOM Technology Corporation (ACM) 0.2 $4.0M +3% 47k 84.69
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $3.9M +44% 52k 75.19
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $3.9M 72k 54.41
 View chart
Regeneron Pharmaceuticals (REGN) 0.2 $3.9M +6% 5.4k 718.54
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $3.9M +25% 39k 100.07
 View chart
Qualcomm (QCOM) 0.2 $3.8M +124% 32k 119.04
 View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $3.8M +5% 75k 50.65
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $3.7M 22k 171.82
 View chart
Applied Materials (AMAT) 0.1 $3.7M +105% 26k 144.54
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.1 $3.7M +3% 37k 98.06
 View chart
Bristol Myers Squibb (BMY) 0.1 $3.6M +110% 56k 63.95
 View chart
Danaher Corporation (DHR) 0.1 $3.5M +424% 15k 240.00
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $3.5M +4% 103k 33.77
 View chart
Uber Technologies (UBER) 0.1 $3.4M +1359% 108k 31.42
 View chart
Linde SHS (LIN) 0.1 $3.4M +578% 8.9k 381.08
 View chart
Axcelis Technologies Com New (ACLS) 0.1 $3.4M +8% 19k 183.33
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $3.4M +25% 21k 162.43
 View chart
Advanced Micro Devices (AMD) 0.1 $3.4M +25% 30k 113.91
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $3.3M +16% 43k 77.61
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $3.3M +5% 12k 275.17
 View chart
Advisors Inner Circle Fd Iii Rayliant Quantam (RAYC) 0.1 $3.3M +53% 216k 15.29
 View chart
Norfolk Southern (NSC) 0.1 $3.2M +10% 14k 226.76
 View chart
Lam Research Corporation (LRCX) 0.1 $3.2M +15% 4.9k 642.95
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.2M +100% 14k 229.73
 View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $3.1M +753% 105k 29.90
 View chart
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $3.1M +6% 33k 91.83
 View chart
Waste Management (WM) 0.1 $3.0M +496% 17k 173.42
 View chart
Applovin Corp Com Cl A (APP) 0.1 $3.0M +82% 116k 25.73
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.9M +36% 6.1k 478.87
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $2.9M 41k 71.03
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.9M +50% 10k 282.97
 View chart
Gilead Sciences (GILD) 0.1 $2.8M +4% 37k 77.07
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.8M 64k 43.80
 View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.1 $2.8M -5% 105k 26.76
 View chart
Honeywell International (HON) 0.1 $2.8M +17% 14k 207.51
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.1 $2.8M +115% 56k 50.30
 View chart
Equity Residential Sh Ben Int (EQR) 0.1 $2.8M NEW 43k 65.97
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.1 $2.8M +7% 45k 61.12
 View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $2.7M +3% 109k 25.01
 View chart
Amgen (AMGN) 0.1 $2.7M +15% 12k 222.01
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.7M -17% 22k 122.58
 View chart
Colgate-Palmolive Company (CL) 0.1 $2.7M +70% 35k 77.04
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.7M +15% 17k 157.83
 View chart
Freeport-mcmoran CL B (FCX) 0.1 $2.6M +13% 84k 31.43
 View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $2.6M -12% 142k 18.46
 View chart
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $2.6M 75k 34.50
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.6M -2% 46k 56.08
 View chart
3M Company (MMM) 0.1 $2.6M 26k 100.09
 View chart
Ameriprise Financial (AMP) 0.1 $2.5M 7.6k 332.16
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.5M +93% 39k 64.60
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.5M +3% 102k 24.63
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.5M +19% 23k 108.14
 View chart
Starbucks Corporation (SBUX) 0.1 $2.5M 25k 99.06
 View chart
General Mills (GIS) 0.1 $2.4M +37% 32k 76.70
 View chart
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $2.4M -19% 107k 22.74
 View chart
CVS Caremark Corporation (CVS) 0.1 $2.4M -3% 35k 69.13
 View chart
International Business Machines (IBM) 0.1 $2.4M +6% 18k 133.81
 View chart
Ametek (AME) 0.1 $2.4M +4% 15k 161.88
 View chart
Oracle Corporation (ORCL) 0.1 $2.4M +58% 20k 119.09
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $2.3M 39k 57.40
 View chart
Emerson Electric (EMR) 0.1 $2.2M +33% 25k 90.39
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.2M +49% 47k 47.87
 View chart
Cigna Corp (CI) 0.1 $2.2M +98% 7.9k 280.62
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.2M -16% 30k 73.03
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $2.2M +87% 20k 110.48
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $2.2M +14% 47k 46.16
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.1M +134% 34k 62.27
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $2.1M +19% 109k 19.53
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $2.1M -2% 138k 15.33
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.1M +26% 29k 70.48
 View chart
Martin Marietta Materials (MLM) 0.1 $2.0M +5% 4.4k 461.67
 View chart
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $2.0M +64% 22k 92.03
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $2.0M -13% 20k 97.60
 View chart
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $2.0M +615% 46k 42.58
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.0M 27k 72.93
 View chart
4068594 Enphase Energy (ENPH) 0.1 $1.9M NEW 12k 167.48
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.9M +103% 33k 58.98
 View chart
Ishares Msci Emerg Mrkt (EEMV) 0.1 $1.9M +412% 34k 54.98
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.8M -46% 37k 50.14
 View chart
Altria (MO) 0.1 $1.8M +204% 40k 45.30
 View chart
American Tower Reit (AMT) 0.1 $1.8M -2% 9.3k 193.94
 View chart
Carrier Global Corporation (CARR) 0.1 $1.8M +31% 36k 49.71
 View chart
At&t (T) 0.1 $1.8M +42% 112k 15.95
 View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.8M 55k 32.29
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.8M 56k 31.63
 View chart
Novartis Sponsored Adr (NVS) 0.1 $1.8M +370% 17k 100.91
 View chart
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $1.8M +5% 16k 108.31
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.7M NEW 23k 75.07
 View chart
Morgan Stanley Com New (MS) 0.1 $1.7M -4% 20k 85.40
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $1.7M +7% 5.0k 341.94
 View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $1.7M +4% 88k 19.49
 View chart
Paypal Holdings (PYPL) 0.1 $1.7M +130% 26k 66.73
 View chart
Target Corporation (TGT) 0.1 $1.7M 13k 131.90
 View chart
Northrop Grumman Corporation (NOC) 0.1 $1.7M 3.7k 455.91
 View chart
Spdr Ser Tr Aerospace Def (XAR) 0.1 $1.7M -2% 14k 121.53
 View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $1.7M NEW 24k 68.42
 View chart
Sempra Energy (SRE) 0.1 $1.7M +33% 12k 145.59
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.7M +5% 32k 52.11
 View chart
Shell Spon Ads (SHEL) 0.1 $1.6M +5% 28k 59.36
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $1.6M +72% 26k 63.53
 View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $1.6M +2% 21k 75.66
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.6M -50% 19k 86.54
 View chart
Intercontinental Exchange (ICE) 0.1 $1.6M 14k 113.08
 View chart
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $1.6M 16k 96.32
 View chart
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.6M +3% 6.4k 244.82
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.6M +8% 34k 45.99
 View chart
Rio Tinto Sponsored Adr (RIO) 0.1 $1.5M -4% 24k 63.84
 View chart
Servicenow (NOW) 0.1 $1.5M +85% 2.7k 561.97
 View chart
Otis Worldwide Corp (OTIS) 0.1 $1.5M +31% 17k 89.01
 View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $1.5M +513% 80k 18.60
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $1.5M +2% 18k 81.17
 View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $1.4M NEW 27k 53.35
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.4M NEW 61k 23.91
 View chart
General Motors Company (GM) 0.1 $1.4M -3% 37k 38.56
 View chart
Palo Alto Networks (PANW) 0.1 $1.4M +36% 5.6k 255.51
 View chart

Past Filings by Perigon Wealth Management

SEC 13F filings are viewable for Perigon Wealth Management going back to 2013

View all past filings