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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

Tip: Access up to 7 years of quarterly data

All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $834k 16k 52.11

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Occidental Petroleum Corporation (OXY)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis

Harel Insurance Investments & Financial Services
CacheTech
Adams Wealth Management
Raymond James Financial
HighTower Advisors
Legend Financial Advisors
Raymond James Financial Services Advisors
Strategic Wealth Partners
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Goldman Sachs Group
Goss Wealth Management
Royal Bank of Canada
Bank of America Corporation

View all funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis