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Perigon Wealth Management

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

Top 5 stock holdings are AAPL, NVDA, IVV, AMZN, QQQ, and represent 21.97% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$202M), JHMM (+$16M), SGOV (+$6.9M), VUG (+$6.0M), EFG (+$5.4M), FLBL, VT, IOO, SPGP, RWK.
Started 83 new stock positions in PULS, RWK, IR, LMBS, Amazon Com Inc option, BUFR, ASPN, FALN, FMAY, MPLX.
Reduced shares in these 10 stocks: VEA (-$19M), VIG (-$11M), , MRK (-$7.2M), , , AAPL, VYM, , VXUS.
Sold out of its positions in Alphabet Inc call, AMPH, APA, BBWI, CBRE, CAH, CLF, FIX, CORZW, CCI.
Perigon Wealth Management was a net buyer of stock by $220M.
Perigon Wealth Management has $3.5B in assets under management (AUM), dropping by 4.61%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 866 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Perigon Wealth Management has 866 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perigon Wealth Management June 30, 2024 positions
Download the Perigon Wealth Management June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.2	$247M		1.2M	210.62	View chart
NVIDIA Corporation (NVDA)	6.5	$225M	+862%	1.8M	123.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$120M		219k	547.23	View chart
Amazon (AMZN)	2.5	$85M		442k	193.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$81M		169k	479.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$75M	-2%	150k	500.13	View chart
Microsoft Corporation (MSFT)	2.1	$73M		163k	446.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$53M		292k	182.15	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$52M	-3%	282k	183.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$51M	+5%	1.6M	32.24	View chart
Occidental Petroleum Corporation (OXY)	1.5	$51M		815k	63.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$46M	-4%	84k	544.22	View chart
Meta Platforms Cl A (META)	1.1	$37M		73k	504.22	View chart
Eli Lilly & Co. (LLY)	1.0	$36M		39k	905.38	View chart
Home Depot (HD)	1.0	$35M		102k	344.24	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.9	$33M	+8%	333k	98.12	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$32M		716k	45.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$31M		117k	267.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$28M		277k	100.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$28M		470k	58.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$24M	-2%	251k	97.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$24M	+2%	60k	406.80	View chart
JPMorgan Chase & Co. (JPM)	0.7	$24M		120k	202.26	View chart
Moody's Corporation (MCO)	0.7	$23M		56k	420.93	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$23M	+11%	217k	106.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$23M		599k	38.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$21M	+4%	693k	29.67	View chart
Mastercard Incorporated Cl A (MA)	0.6	$20M		46k	441.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$20M	+6%	116k	170.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$20M	+3%	132k	150.50	View chart
Thermo Fisher Scientific (TMO)	0.5	$19M		34k	552.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$19M		824k	22.57	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$18M	+60%	181k	100.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$18M		124k	145.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$18M	+10%	221k	81.65	View chart
Tesla Motors (TSLA)	0.5	$18M	-10%	90k	197.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$18M		167k	106.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$18M	+50%	47k	374.01	View chart
Costco Wholesale Corporation (COST)	0.5	$17M		20k	850.00	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$17M	+2318%	303k	55.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$16M		55k	297.54	View chart
Broadcom (AVGO)	0.5	$16M		10k	1605.56	View chart
Exxon Mobil Corporation (XOM)	0.5	$16M	+9%	140k	115.12	View chart
Abbvie (ABBV)	0.5	$16M	-3%	93k	171.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$16M	-6%	215k	72.64	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$15M	+12%	403k	37.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$15M	+6%	579k	25.87	View chart
McDonald's Corporation (MCD)	0.4	$14M	-7%	56k	254.84	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.4	$14M	+14%	235k	59.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$14M		183k	74.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$14M	+2%	62k	218.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$14M		176k	76.70	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$14M	+2%	147k	91.81	View chart
Johnson & Johnson (JNJ)	0.4	$13M	-9%	90k	146.16	View chart
American Express Company (AXP)	0.4	$13M	+2%	56k	231.55	View chart
Merck & Co (MRK)	0.4	$13M	-35%	104k	123.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$13M	-2%	255k	50.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$13M	+73%	123k	102.30	View chart
Charles Schwab Corporation (SCHW)	0.4	$13M	+3%	171k	73.69	View chart
Chevron Corporation (CVX)	0.4	$13M		80k	156.42	View chart
salesforce (CRM)	0.4	$12M	-5%	48k	257.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$12M		60k	202.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$12M		128k	93.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$12M	-2%	153k	77.76	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$12M	+11%	219k	53.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$11M	+3%	145k	78.33	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$11M	+21%	234k	46.94	View chart
Qualcomm (QCOM)	0.3	$11M	-4%	55k	199.18	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$11M	+6%	206k	52.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$11M	+9%	58k	182.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$10M	-11%	232k	43.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$10M		141k	72.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$10M		62k	164.28	View chart
Procter & Gamble Company (PG)	0.3	$10M	-2%	61k	164.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$9.6M		219k	43.76	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$9.3M	+2%	80k	115.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$9.2M	+4%	100k	92.54	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$9.1M	+4%	180k	50.66	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$9.1M	+6%	139k	64.95	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$8.7M	+2%	8.3k	1051.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$8.7M	-8%	70k	123.80	View chart
Walt Disney Company (DIS)	0.2	$8.5M	+3%	86k	99.29	View chart
Cme (CME)	0.2	$8.2M	-2%	42k	196.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$8.2M		51k	160.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.2M		38k	215.01	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$8.1M	-4%	64k	127.48	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$8.0M		78k	102.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$8.0M		107k	74.89	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$7.9M	+10%	273k	28.78	View chart
Coca-Cola Company (KO)	0.2	$7.7M	+5%	121k	63.65	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$7.7M	-9%	158k	48.54	View chart
Caterpillar (CAT)	0.2	$7.6M	-4%	23k	333.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$7.5M	+5%	127k	59.20	View chart
Bank of America Corporation (BAC)	0.2	$7.5M		189k	39.77	View chart
Travelers Companies (TRV)	0.2	$7.5M		37k	203.34	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$7.5M	+10%	70k	107.12	View chart
Essex Property Trust (ESS)	0.2	$7.4M		27k	272.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$7.4M	+5%	82k	90.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$7.4M		41k	182.52	View chart
Netflix (NFLX)	0.2	$7.2M	+4%	11k	674.87	View chart
Raytheon Technologies Corp (RTX)	0.2	$7.2M	-7%	72k	100.39	View chart
Cisco Systems (CSCO)	0.2	$7.1M	-9%	150k	47.51	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$7.1M	+3%	66k	106.78	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$7.0M	+5%	111k	62.84	View chart
Goldman Sachs (GS)	0.2	$7.0M	-10%	15k	452.32	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$6.9M	+8%	183k	37.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$6.9M		137k	50.47	View chart
UnitedHealth (UNH)	0.2	$6.9M	-2%	14k	509.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.8M	-3%	28k	242.10	View chart
Deere & Company (DE)	0.2	$6.7M	-12%	18k	373.63	View chart
Pepsi (PEP)	0.2	$6.5M	-13%	40k	164.93	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.5M	+3%	14k	467.09	View chart
Applied Materials (AMAT)	0.2	$6.5M		28k	235.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$6.3M	-14%	28k	226.23	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$6.3M	+161%	257k	24.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.2M		17k	364.52	View chart
Comcast Corp Cl A (CMCSA)	0.2	$6.2M	+6%	158k	39.16	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$6.2M		99k	62.26	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$6.2M	+25%	126k	48.75	View chart
Advanced Micro Devices (AMD)	0.2	$6.0M	+3%	37k	162.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$5.9M	-24%	112k	53.04	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$5.9M	+2%	241k	24.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$5.9M	-2%	92k	64.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$5.8M	+3%	107k	54.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$5.8M	+12%	99k	58.64	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$5.8M		39k	150.43	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$5.6M	-5%	67k	83.96	View chart
Adobe Systems Incorporated (ADBE)	0.2	$5.6M	-7%	10k	555.53	View chart
Applovin Corp Com Cl A (APP)	0.2	$5.6M	+6%	67k	83.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$5.6M	+221%	50k	112.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$5.6M	+6%	47k	119.32	View chart
Automatic Data Processing (ADP)	0.2	$5.6M		23k	238.69	View chart
International Business Machines (IBM)	0.2	$5.5M	+50%	32k	172.95	View chart
C3 Ai Cl A (AI)	0.2	$5.5M		189k	28.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$5.4M	+6%	62k	86.61	View chart
Marqeta Class A Com (MQ)	0.2	$5.3M		972k	5.48	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$5.1M		22k	229.56	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$5.1M	+15%	90k	56.68	View chart
Abbott Laboratories (ABT)	0.1	$5.1M	+2%	49k	103.91	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$5.0M	+7%	76k	65.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.9M	-5%	59k	83.76	View chart
Hashicorp Com Cl A (HCP)	0.1	$4.9M	+20%	146k	33.69	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$4.9M	+6%	129k	38.14	View chart
Nike CL B (NKE)	0.1	$4.8M	-15%	64k	75.37	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.8M	+3%	95k	50.74	View chart
ResMed (RMD)	0.1	$4.6M		24k	191.42	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$4.6M	-3%	46k	99.49	View chart
Lam Research Corporation (LRCX)	0.1	$4.5M		4.3k	1064.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.5M	-22%	106k	42.59	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$4.5M	-2%	164k	27.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.4M	-3%	50k	88.13	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$4.3M	+2%	122k	35.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.3M	+2%	48k	89.72	View chart
Uber Technologies (UBER)	0.1	$4.2M		58k	72.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.2M	-2%	14k	303.41	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$4.2M		130k	32.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.2M	+6%	17k	250.13	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$4.1M	+23%	40k	103.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$4.1M	+13%	45k	91.78	View chart
AECOM Technology Corporation (ACM)	0.1	$4.1M	-2%	46k	88.14	View chart
Oracle Corporation (ORCL)	0.1	$4.1M	+7%	29k	141.20	View chart
Linde SHS (LIN)	0.1	$4.1M	-3%	9.2k	438.83	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$4.0M	+13%	77k	52.20	View chart
Amgen (AMGN)	0.1	$4.0M	+4%	13k	312.45	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.9M	+3%	39k	100.08	View chart
Citigroup Com New (C)	0.1	$3.8M	+21%	60k	63.46	View chart
Nextera Energy (NEE)	0.1	$3.7M	-14%	53k	70.81	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.7M	+46%	73k	50.88	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$3.7M	+44%	95k	38.87	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$3.7M	+5%	103k	35.94	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$3.7M	+696%	38k	96.58	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.6M		6.8k	535.09	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.6M	+2%	142k	25.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.6M	-4%	19k	194.53	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$3.6M	+7%	74k	48.74	View chart
Danaher Corporation (DHR)	0.1	$3.6M	-4%	14k	249.85	View chart
Intel Corporation (INTC)	0.1	$3.5M	-9%	115k	30.97	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$3.5M	+41%	58k	61.27	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.5M	+5%	73k	48.60	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$3.5M	+31%	167k	21.04	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$3.5M	+3%	137k	25.44	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$3.5M		37k	95.66	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$3.5M	+13%	67k	52.01	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.4M	+16%	29k	117.49	View chart
Ameriprise Financial (AMP)	0.1	$3.4M		7.9k	427.22	View chart
Pfizer (PFE)	0.1	$3.3M	-13%	120k	27.98	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.3M		61k	54.75	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$3.3M		26k	127.18	View chart
Honeywell International (HON)	0.1	$3.3M	-2%	15k	213.53	View chart
United Parcel Service CL B (UPS)	0.1	$3.2M	-17%	24k	136.85	View chart
Core Scientific *w Exp 01/23/202 (CORZZ)	0.1	$3.2M		368k	8.69	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$3.2M	+5%	138k	23.23	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$3.2M	+597%	31k	102.78	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.1M		66k	47.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.1M		40k	77.83	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.1M	+2%	116k	26.56	View chart
Colgate-Palmolive Company (CL)	0.1	$3.1M	-2%	32k	97.04	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$3.1M		44k	69.34	View chart
4d Molecular Therapeutics In (FDMT)	0.1	$3.1M		146k	20.99	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.0M	+100%	45k	68.14	View chart
Norfolk Southern (NSC)	0.1	$3.0M		14k	214.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.0M	+6%	61k	48.67	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.9M		48k	61.09	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.9M	+2%	46k	64.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.9M	-4%	82k	35.55	View chart
Enterprise Products Partners (EPD)	0.1	$2.9M	+53%	100k	28.98	View chart
Servicenow (NOW)	0.1	$2.9M	-5%	3.6k	786.67	View chart
Arista Networks (ANET)	0.1	$2.8M	+22%	8.1k	350.48	View chart
Cigna Corp (CI)	0.1	$2.8M		8.5k	330.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.8M		16k	174.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.8M	+82%	45k	62.87	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$2.8M	+7%	65k	42.55	View chart
Emerson Electric (EMR)	0.1	$2.8M		25k	110.16	View chart
3M Company (MMM)	0.1	$2.8M	+2%	27k	102.19	View chart
Gilead Sciences (GILD)	0.1	$2.7M		40k	68.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$2.7M	NEW	25k	109.78	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$2.7M		19k	139.98	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$2.7M	+7%	118k	22.72	View chart
Darling International (DAR)	0.1	$2.7M		73k	36.75	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.7M		19k	142.74	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.7M	+64%	22k	121.87	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$2.6M	-21%	103k	25.51	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$2.6M	-8%	25k	104.64	View chart
Dimensional Etf Trust International (DFSI)	0.1	$2.5M	+62%	77k	32.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.5M	-7%	41k	61.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.5M		31k	81.08	View chart
Ge Aerospace Com New (GE)	0.1	$2.5M	+24%	16k	158.96	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.5M	+58%	9.4k	260.71	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.4M		5.4k	444.83	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.4M	+33%	22k	110.50	View chart
Palo Alto Networks (PANW)	0.1	$2.4M	+11%	7.0k	339.03	View chart
Starbucks Corporation (SBUX)	0.1	$2.4M	-19%	31k	77.85	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$2.4M	+5%	34k	71.15	View chart
Ametek (AME)	0.1	$2.4M		14k	166.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.4M	-7%	26k	91.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.3M	+10%	51k	45.58	View chart
Carrier Global Corporation (CARR)	0.1	$2.3M		37k	63.08	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$2.3M	-3%	116k	19.97	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$2.3M	+5%	39k	59.26	View chart
Constellation Brands Cl A (STZ)	0.1	$2.3M	+5%	8.9k	257.29	View chart
Shell Spon Ads (SHEL)	0.1	$2.3M	+3%	31k	72.18	View chart
At&t (T)	0.1	$2.2M	-5%	118k	19.11	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$2.2M	+12%	30k	75.15	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.2M	+28%	47k	47.98	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$2.2M	-3%	229k	9.67	View chart
Intuit (INTU)	0.1	$2.2M	+19%	3.3k	657.24	View chart
S&p Global (SPGI)	0.1	$2.1M	+3%	4.8k	446.01	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.1M	+54%	24k	88.48	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$2.1M		22k	94.27	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$2.1M	NEW	28k	74.78	View chart

Past Filings by Perigon Wealth Management

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

Perigon Wealth Management 2024 Q2 filed Aug. 2, 2024
Perigon Wealth Management 2024 Q1 filed April 29, 2024
Perigon Wealth Management 2023 Q4 filed Jan. 29, 2024
Perigon Wealth Management 2023 Q3 filed Oct. 30, 2023
Perigon Wealth Management 2023 Q2 restated filed Aug. 2, 2023
Perigon Wealth Management 2023 Q2 filed Aug. 2, 2023
Perigon Wealth Management 2023 Q1 filed May 3, 2023
Perigon Wealth Management 2022 Q4 amended filed May 1, 2023
Perigon Wealth Management 2022 Q4 filed Feb. 14, 2023
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

View all past filings

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