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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, UNP, AMZN, MSFT, and represent 19.32% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$62M), AMZN (+$28M), QQQ (+$20M), GOOGL (+$18M), MA (+$15M), MSFT (+$12M), XLV (+$11M), V (+$9.8M), NVDA (+$8.7M), VOO (+$8.1M).
Started 109 new stock positions in DXCM, XSD, DFSE, INCM, SONY, ICU, JGRO, PDP, Barrick Gold Corp option, BBIN.
Reduced shares in these 10 stocks: VNQ (-$9.5M), IBTE, CRM, ASHR, VGSH, IYH, RAYC, BIL, JMST, SNOW.
Sold out of its positions in BTAL, ASX, BCI, BCD, Activision Blizzard, ADC, ALB, BUD, AIRC, ATKR.
Perigon Wealth Management was a net buyer of stock by $338M.
Perigon Wealth Management has $3.1B in assets under management (AUM), dropping by 23.93%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 832 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Perigon Wealth Management has 832 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perigon Wealth Management Dec. 31, 2023 positions
Download the Perigon Wealth Management December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.2	$250M	+33%	1.3M	192.53	View chart
NVIDIA Corporation (NVDA)	3.4	$105M	+9%	213k	495.22	View chart
Union Pacific Corporation (UNP)	2.9	$89M		362k	245.62	View chart
Amazon (AMZN)	2.4	$74M	+61%	485k	151.94	View chart
Microsoft Corporation (MSFT)	2.4	$73M	+20%	195k	376.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$72M	+37%	177k	409.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$69M	+13%	158k	436.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$62M	+14%	129k	477.63	View chart
Occidental Petroleum Corporation (OXY)	1.6	$49M		820k	59.71	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$45M		1.5M	29.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$44M	+11%	92k	475.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$43M	+73%	310k	139.69	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$42M	+5%	300k	140.93	View chart
Home Depot (HD)	1.2	$35M	+10%	102k	346.55	View chart
Visa Com Cl A (V)	1.1	$33M	+42%	126k	260.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$32M		133k	237.22	View chart
Meta Platforms Cl A (META)	0.9	$29M	+22%	81k	353.96	View chart
Tesla Motors (TSLA)	0.8	$25M	-6%	102k	248.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$25M	-5%	90k	277.15	View chart
Eli Lilly & Co. (LLY)	0.8	$24M	+4%	41k	582.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$23M	+3%	274k	82.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$23M		308k	73.55	View chart
Moody's Corporation (MCO)	0.7	$22M		56k	390.56	View chart
JPMorgan Chase & Co. (JPM)	0.7	$22M	+3%	128k	170.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$22M		585k	36.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$22M	+2%	217k	99.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$21M		435k	47.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$20M	+2%	57k	356.66	View chart
Mastercard Incorporated Cl A (MA)	0.7	$20M	+316%	47k	426.51	View chart
McDonald's Corporation (MCD)	0.6	$19M	+2%	64k	296.51	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$19M	+33%	175k	108.41	View chart
Thermo Fisher Scientific (TMO)	0.6	$18M	+18%	35k	530.79	View chart
Johnson & Johnson (JNJ)	0.6	$18M	+20%	117k	156.74	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$18M	+2%	391k	46.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$18M	-7%	626k	28.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$18M	+63%	213k	82.04	View chart
Merck & Co (MRK)	0.6	$17M	+38%	160k	109.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$17M	+14%	520k	33.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$16M	+12%	112k	147.14	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$16M	+224%	119k	136.38	View chart
Abbvie (ABBV)	0.5	$16M	+17%	103k	154.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$16M	+8%	225k	70.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$15M	+16%	134k	108.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$14M	+4%	55k	262.26	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.5	$14M	+6%	281k	50.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$14M	-3%	269k	51.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$14M	+3%	178k	77.02	View chart
Costco Wholesale Corporation (COST)	0.4	$14M	+15%	21k	660.09	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$14M	+3%	145k	94.08	View chart
salesforce (CRM)	0.4	$13M	-19%	51k	263.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$13M		60k	213.33	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$12M	+9%	174k	70.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$12M		160k	76.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$12M	+7%	121k	100.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$12M	+9%	58k	200.71	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M		115k	99.98	View chart
Chevron Corporation (CVX)	0.4	$11M		75k	149.16	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$11M	+3%	221k	50.58	View chart
Charles Schwab Corporation (SCHW)	0.4	$11M	+73%	161k	68.80	View chart
Broadcom (AVGO)	0.4	$11M		9.9k	1116.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$11M	+226%	65k	170.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$11M		89k	122.75	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$11M	-14%	83k	130.92	View chart
American Express Company (AXP)	0.3	$11M	+8%	57k	187.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$11M		273k	39.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$10M	+40%	432k	24.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$9.9M	+4%	79k	126.60	View chart
Cme (CME)	0.3	$9.8M		46k	210.60	View chart
Procter & Gamble Company (PG)	0.3	$9.7M		66k	146.54	View chart
Deere & Company (DE)	0.3	$9.7M	-5%	24k	399.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$9.5M	+22%	61k	157.80	View chart
Wells Fargo & Company (WFC)	0.3	$9.5M		194k	49.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$8.7M	-7%	168k	52.10	View chart
Qualcomm (QCOM)	0.3	$8.6M	+65%	60k	144.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$8.6M		209k	41.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$8.6M	-13%	73k	117.13	View chart
Nike CL B (NKE)	0.3	$8.6M	+3%	79k	108.57	View chart
Walt Disney Company (DIS)	0.3	$8.4M		93k	90.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$8.4M	+7%	44k	191.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$8.0M	+11%	105k	76.38	View chart
Coca-Cola Company (KO)	0.3	$7.8M		133k	58.93	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$7.7M	-3%	163k	47.49	View chart
Bank of America Corporation (BAC)	0.2	$7.6M	+2%	227k	33.67	View chart
Cisco Systems (CSCO)	0.2	$7.6M		150k	50.52	View chart
Travelers Companies (TRV)	0.2	$7.5M		40k	190.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$7.5M		133k	56.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$7.5M	+7%	42k	179.97	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$7.3M	+2%	71k	104.10	View chart
Pepsi (PEP)	0.2	$7.3M		43k	169.84	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$7.3M	-26%	125k	58.33	View chart
UnitedHealth (UNH)	0.2	$7.3M	+6%	14k	526.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$7.2M		95k	75.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$7.1M	+329%	74k	96.39	View chart
Raytheon Technologies Corp (RTX)	0.2	$7.0M	-2%	84k	84.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$7.0M	+5%	47k	149.50	View chart
Caterpillar (CAT)	0.2	$6.9M		23k	295.67	View chart
Marqeta Class A Com (MQ)	0.2	$6.8M		972k	6.98	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.8M		63k	107.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.8M	+26%	22k	310.88	View chart
Essex Property Trust (ESS)	0.2	$6.7M	NEW	27k	247.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.7M	+10%	83k	81.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$6.7M	+29%	60k	110.66	View chart
Verizon Communications (VZ)	0.2	$6.7M		177k	37.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$6.7M	-7%	166k	40.21	View chart
Adobe Systems Incorporated (ADBE)	0.2	$6.7M	+2%	11k	596.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.6M	+4%	29k	232.64	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.6M		15k	453.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$6.6M	-16%	85k	78.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$6.6M	+27%	34k	192.48	View chart
Goldman Sachs (GS)	0.2	$6.6M		17k	385.77	View chart
Wal-Mart Stores (WMT)	0.2	$6.6M		42k	157.65	View chart
Intel Corporation (INTC)	0.2	$6.4M	-5%	127k	50.25	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$6.3M		60k	104.92	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$6.2M	+12%	80k	77.37	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$6.1M	+91%	101k	60.43	View chart
Comcast Corp Cl A (CMCSA)	0.2	$6.0M	+2%	137k	43.85	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$5.9M	+255%	242k	24.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$5.7M	-62%	65k	88.36	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$5.6M	+17%	12k	484.01	View chart
C3 Ai Cl A (AI)	0.2	$5.4M		189k	28.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$5.4M	+326%	108k	50.23	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$5.4M	-19%	56k	96.85	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$5.4M	+2%	6.1k	878.29	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$5.3M	+10%	152k	35.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$5.3M		37k	145.01	View chart
Abbott Laboratories (ABT)	0.2	$5.2M	+5%	47k	110.07	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$5.1M		15k	350.90	View chart
Netflix (NFLX)	0.2	$5.0M		10k	486.87	View chart
Advanced Micro Devices (AMD)	0.2	$5.0M		34k	147.41	View chart
4d Molecular Therapeutics In (FDMT)	0.2	$5.0M		246k	20.26	View chart
United Parcel Service CL B (UPS)	0.2	$4.8M	-8%	31k	157.23	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$4.8M	+5%	58k	81.55	View chart
Nextera Energy (NEE)	0.2	$4.7M	+3%	78k	60.74	View chart
ResMed (RMD)	0.2	$4.7M	-2%	27k	172.02	View chart
Zoetis Cl A (ZTS)	0.2	$4.7M		24k	197.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$4.6M	+3%	21k	219.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.6M	+27%	15k	303.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$4.6M	+3%	55k	84.33	View chart
Applied Materials (AMAT)	0.2	$4.6M	+2%	28k	162.07	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.6M	-31%	90k	50.74	View chart
Snowflake Cl A (SNOW)	0.1	$4.6M	-30%	23k	199.00	View chart
Automatic Data Processing (ADP)	0.1	$4.5M		19k	232.97	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.5M	+9%	80k	56.14	View chart
AECOM Technology Corporation (ACM)	0.1	$4.4M		47k	92.43	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$4.3M	+9%	149k	29.02	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$4.3M	+2%	114k	37.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.2M	-4%	47k	89.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$4.2M	+35%	42k	98.88	View chart
Uber Technologies (UBER)	0.1	$4.1M	+40%	67k	61.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.1M	+33%	79k	51.99	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$4.1M	+23%	64k	63.66	View chart
Linde SHS (LIN)	0.1	$4.0M	+5%	9.6k	410.72	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$4.0M	+7%	40k	99.74	View chart
Lam Research Corporation (LRCX)	0.1	$3.9M		5.0k	783.30	View chart
Waste Management (WM)	0.1	$3.9M	+9%	22k	179.10	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$3.9M	+4%	111k	34.89	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.8M	+16%	7.5k	507.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.7M	-11%	67k	54.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$3.6M	+5%	15k	241.78	View chart
Darling International (DAR)	0.1	$3.6M		72k	49.84	View chart
Danaher Corporation (DHR)	0.1	$3.5M	+2%	15k	231.34	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.5M		20k	170.46	View chart
Pfizer (PFE)	0.1	$3.4M	-28%	120k	28.79	View chart
Amgen (AMGN)	0.1	$3.4M		12k	288.03	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$3.3M	+372%	132k	25.15	View chart
International Business Machines (IBM)	0.1	$3.3M	+8%	20k	163.55	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.3M	NEW	60k	55.41	View chart
Norfolk Southern (NSC)	0.1	$3.3M		14k	236.39	View chart
Gilead Sciences (GILD)	0.1	$3.3M	+10%	41k	81.01	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$3.3M	+32%	26k	124.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.2M	+13%	68k	47.24	View chart
Honeywell International (HON)	0.1	$3.2M	+30%	15k	209.71	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$3.2M	+3%	33k	95.08	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.1M	+365%	61k	51.67	View chart
Colgate-Palmolive Company (CL)	0.1	$3.1M	+11%	39k	79.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.1M	+1028%	14k	223.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.0M		40k	75.32	View chart
Ameriprise Financial (AMP)	0.1	$3.0M		7.9k	379.83	View chart
3M Company (MMM)	0.1	$2.9M	-4%	27k	109.32	View chart
Freeport-mcmoran CL B (FCX)	0.1	$2.8M	-15%	67k	42.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.8M	+4%	49k	57.96	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.8M	+50%	61k	46.36	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$2.8M		111k	25.30	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$2.8M	-23%	28k	100.35	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.7M	+21%	53k	52.20	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.7M	+8%	24k	115.03	View chart
Oracle Corporation (ORCL)	0.1	$2.7M	+25%	25k	105.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.7M	+135%	47k	56.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.6M		16k	165.25	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$2.6M	+2%	43k	61.16	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$2.6M		19k	135.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.6M	+8%	106k	24.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.6M	+109%	23k	111.63	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$2.6M	-29%	62k	42.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.6M	-24%	113k	23.04	View chart
Starbucks Corporation (SBUX)	0.1	$2.6M	+3%	27k	96.01	View chart
Cigna Corp (CI)	0.1	$2.6M		8.5k	299.43	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.5M	+6%	40k	63.75	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.5M		63k	39.85	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.5M	+58%	30k	83.84	View chart
CVS Caremark Corporation (CVS)	0.1	$2.5M	+14%	32k	78.96	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$2.5M	+18%	53k	46.63	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.5M		25k	98.59	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$2.5M	NEW	247k	9.96	View chart
Bristol Myers Squibb (BMY)	0.1	$2.5M	+5%	48k	51.31	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$2.4M	-6%	57k	43.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.4M	+26%	32k	75.10	View chart
Ametek (AME)	0.1	$2.4M		15k	164.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.4M	+3%	31k	77.73	View chart
Axcelis Technologies Com New (ACLS)	0.1	$2.4M		18k	129.69	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$2.4M	+3%	114k	20.71	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$2.3M	-51%	8.2k	286.24	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.3M	+13%	37k	61.90	View chart
Hashicorp Com Cl A (HCP)	0.1	$2.3M	+30%	96k	23.64	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.2M	+10%	48k	46.62	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M		127k	17.17	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$2.2M	NEW	102k	21.18	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$2.1M		23k	94.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.1M	+5%	38k	55.90	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$2.1M	-5%	34k	61.53	View chart
Carrier Global Corporation (CARR)	0.1	$2.1M	+2%	37k	57.45	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.1M	+54%	20k	105.43	View chart
Emerson Electric (EMR)	0.1	$2.1M		21k	97.33	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.0M	+207%	22k	92.16	View chart
At&t (T)	0.1	$2.0M	+13%	119k	16.78	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$2.0M	+6%	95k	20.62	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$2.0M		84k	23.27	View chart
Martin Marietta Materials (MLM)	0.1	$1.9M	+3%	3.8k	498.85	View chart
Tenable Hldgs (TENB)	0.1	$1.9M	NEW	41k	46.06	View chart
Citigroup Com New (C)	0.1	$1.9M	+52%	37k	51.44	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$1.9M	NEW	16k	114.36	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.9M	-55%	20k	91.39	View chart
Enterprise Products Partners (EPD)	0.1	$1.9M	+86%	70k	26.35	View chart
General Mills (GIS)	0.1	$1.8M	-11%	28k	65.14	View chart
Boeing Company (BA)	0.1	$1.8M	+13%	7.0k	260.66	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.8M		23k	77.39	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$1.8M		54k	33.73	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.8M	+3%	5.3k	337.36	View chart
Shell Spon Ads (SHEL)	0.1	$1.8M		27k	65.80	View chart
Servicenow (NOW)	0.1	$1.8M	+2%	2.5k	706.49	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$1.8M	+3%	26k	69.21	View chart
Intercontinental Exchange (ICE)	0.1	$1.8M		14k	128.43	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.8M	-12%	32k	55.59	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.8M	+505%	45k	39.11	View chart
Morgan Stanley Com New (MS)	0.1	$1.7M	-5%	19k	93.25	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$1.7M	+3%	23k	77.49	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.7M		9.9k	173.92	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.7M		30k	57.76	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.7M	-2%	17k	100.97	View chart
American Tower Reit (AMT)	0.1	$1.7M	-15%	7.9k	215.87	View chart

Past Filings by Perigon Wealth Management

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

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
Perigon Wealth Management 2021 Q2 filed July 19, 2021
Perigon Wealth Management 2021 Q1 filed May 17, 2021

View all past filings

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