Perigon Wealth Management, LLC Q2 2017 Filing

Filed September 12, 2017

Portfolio Value

$459.7B

Holdings

580

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (580 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
136,146$19.6B4.27%
2
OXYOccidental PTL.
218,892$13.3B2.89%
3
SPYSPDR S&P 500 ETF
51,589$12.5B2.73%
4
GOOGAlphabet Inc CL C
12,091$11.0B2.39%
5
DISWalt Disney
79,623$8.5B1.84%
6
METAFacebook Inc Class A
52,967$8.0B1.74%
7
HDHome Depot
51,900$8.0B1.73%
8
MRKMerck & Co Inc New
120,512$7.8B1.69%
9
JNJJohnson & Johnson
58,208$7.7B1.68%
10
AMZNAmazon Com Inc
6,840$6.6B1.44%
11
MMM3M
29,583$6.2B1.34%
12
CELGCelgene
47,310$6.1B1.34%
13
TRVTravelers Cos.
48,093$6.1B1.32%
14
CMECme Group
46,716$5.9B1.27%
15
CSCOCisco Systems
179,705$5.6B1.22%
16
BRK/BBerkshire Hathaway 'B'
33,128$5.6B1.22%
17
VVisa 'a'
59,694$5.6B1.22%
18
TMOThermo Fisher Scientific
31,251$5.5B1.19%
19
XOMExxon Mobil
65,765$5.3B1.15%
20
GILDGilead Sciences
70,498$5.0B1.09%
21
WFCWells Fargo & Co
88,842$4.9B1.07%
22
MUBiShares National AMT-Free Muni Bond ETF
44,693$4.9B1.07%
23
CVXChevron
45,042$4.7B1.02%
24
AMGNAmgen Incorporated
27,027$4.7B1.01%
25
CVSCVS Caremark
56,675$4.6B0.99%
26
MCDMcDonalds
28,853$4.4B0.96%
27
CRMSalesforce Com
46,557$4.0B0.88%
28
FDXFedex Corporation
18,118$3.9B0.86%
29
COSTCostco Wholesale
24,516$3.9B0.85%
30
GEGeneral Electric
139,723$3.8B0.83%
31
CMCSAComcast 'a'
97,419$3.8B0.83%
32
NKENike Inc Class B
63,834$3.8B0.82%
33
LYBLyondellbasell Inds.CL.A
44,565$3.8B0.82%
34
Allergan PLC F
15,231$3.7B0.81%
35
DR Pepper Snapple Group
40,119$3.7B0.80%
36
UTXZUnited Technologies
30,094$3.7B0.80%
37
ADIAnalog Devices
44,471$3.5B0.75%
38
HONHoneywell International
25,645$3.4B0.74%
39
ACMAECOM
105,730$3.4B0.74%
40
AGGiShares Barclays Aggregate Bond ETF
30,698$3.4B0.73%
41
BLKCHFBlackRock
7,885$3.3B0.72%
42
MSFTMicrosoft
46,599$3.2B0.70%
43
GOOGLAlphabet Inc CL A
3,363$3.1B0.68%
44
IXNiShares S&P Global Technology
21,678$2.8B0.62%
45
NFLXNetflix Inc
18,663$2.8B0.61%
46
TSLATesla Motors Inc
7,663$2.8B0.60%
47
LLYLilly Eli & Company
33,283$2.7B0.60%
48
CLColgate-Palmolive Co
36,568$2.7B0.59%
49
BACBank Of America Corp
109,840$2.7B0.58%
50
IEIiShares TR Barclays Bond
20,814$2.6B0.56%
51
EFAiShares MSCI EAGEFE ETF
39,381$2.6B0.56%
52
4I1Philip Morris Intl.
21,313$2.5B0.55%
53
SHWSherwin Williams Co
7,186$2.5B0.55%
54
Delphi Automotve PLC F
28,395$2.5B0.54%
55
IBMIBM
16,145$2.5B0.54%
56
MCOMoody's
20,000$2.4B0.53%
57
RXIiShares S&P Global Consumer Cyclical
24,411$2.4B0.53%
58
IVViShares S&P 500 ETF
9,637$2.3B0.51%
59
AVGOBroadcom LTD F
9,777$2.3B0.50%
60
IJKiShares S&P Midcap Growth
11,350$2.2B0.49%
61
GSKGlaxoSmithKline PLC Adrf
50,008$2.2B0.47%
62
TIPiShares Barclays TIPS BD.FD.
19,177$2.2B0.47%
63
LOWLowes Companies Inc
27,822$2.2B0.47%
64
PFEPfizer Incorporated
64,081$2.2B0.47%
65
LMTLockheed Martin Corp
7,595$2.1B0.46%
66
ISRGIntuitive Surgical New
2,111$2.0B0.43%
67
SBUXStarbucks Corp
33,343$1.9B0.42%
68
ELEstee Lauder Companiesinc CL A
20,250$1.9B0.42%
69
BACVerizon Communications
43,317$1.9B0.42%
70
KXIiShars S&P Global Consumer Defensive
18,674$1.9B0.42%
71
INTCIntel
56,103$1.9B0.41%
72
IWMiShares Russell 2000 ETF
13,281$1.9B0.41%
73
IJRiShares Core S&P Small-Cap ETF
25,949$1.8B0.40%
74
PCYUSDPowershares Emerging Market Bond ETF
62,063$1.8B0.40%
75
NVDANvidia Corp
12,406$1.8B0.39%
76
PFFiShares U S PFD ETF
44,776$1.8B0.38%
77
TJXT J X Cos Inc
23,880$1.7B0.37%
78
IXJiShares S&P Global Healthcare
15,704$1.7B0.37%
79
SLBSchlumberger
25,671$1.7B0.37%
80
ROSTRoss Stores Inc
28,961$1.7B0.36%
81
SCHXSchwab US Large-Cap Equity ETF
28,758$1.7B0.36%
82
FTNTFortinet Inc
43,853$1.6B0.36%
83
CGCarlyle Group L P
82,752$1.6B0.36%
84
IXGiShares S&P Global Financial Services
25,692$1.6B0.35%
85
NSCNorfolk Southern
13,291$1.6B0.35%
86
SPLKCHFSplunk Inc
28,332$1.6B0.35%
87
AMTAmerican Tower Corp
11,813$1.6B0.34%
88
EXIiShares S&P Global Industrials
18,554$1.6B0.34%
89
HYGiShares iBoxx $ Hi.YLD. CPRT.BD.FD.ETF
17,758$1.6B0.34%
90
DDominion Res.
20,438$1.6B0.34%
91
SGENEURSeattle Genetics Inc
30,000$1.6B0.34%
92
ILMNIllumina Inc
8,936$1.6B0.34%
93
STTSPDR Barclays Capital High Yield Bnd ETF
41,332$1.5B0.33%
94
FLIRFlir Systems Inc
41,964$1.5B0.32%
95
ACNAccenture PLC CL A F
11,752$1.5B0.32%
96
ITWIllinois Tool Works Inc
9,879$1.4B0.31%
97
IEFiShares TR Bond
12,782$1.4B0.30%
98
CMFiShares Intermediate California Municipal Bond ETF
11,426$1.3B0.29%
99
WYWeyerhaeuser
39,927$1.3B0.29%
100
EEMiShares MSCI Emerging Markets ETF
32,300$1.3B0.29%
Page 1 of 6Next