Perigon Wealth Management, LLC Q2 2020 Filing

Filed July 29, 2020

Portfolio Value

$630.8B

Holdings

346

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (346 positions)

#StockSharesValue% PortfolioType
1
UNPUNION PAC CORP
358,943$60.7B9.62%
2
AAPLAPPLE INC
165,888$60.1B9.52%Call
3
NDQINVESCO QQQ TR
79,828$19.8B3.13%
4
SPYSPDR S&P 500 ETF TR
63,244$17.7B2.81%Put
5
GOOGALPHABET INC
10,036$14.2B2.25%
6
MSFTMICROSOFT CORP
69,358$14.1B2.24%
7
AMZNAMAZON COM INC
4,952$13.7B2.17%
8
HDHOME DEPOT INC
47,952$12.0B1.90%
9
VVISA INC
60,891$11.8B1.86%
10
NVDANVIDIA CORPORATION
30,503$11.5B1.83%Call
11
TMOTHERMO FISHER SCIENTIFIC INC
27,245$9.9B1.56%
12
MRKMERCK & CO. INC
125,206$8.5B1.36%Put
13
IVVISHARES TR
25,941$8.0B1.27%
14
DISDISNEY WALT CO
71,346$8.0B1.26%
15
BNDVANGUARD BD INDEX FDS
83,981$7.4B1.18%
16
MCOMOODYS CORP
26,064$7.2B1.14%
17
METAFACEBOOK INC
37,034$6.7B1.07%Put
18
GQ9SPDR GOLD TR
40,162$6.7B1.07%
19
CMECME GROUP INC
40,172$6.5B1.04%
20
CRMSALESFORCE COM INC
34,170$6.4B1.01%
21
DARDARLING INGREDIENTS INC
252,210$6.0B0.95%Put
22
CSCOCISCO SYS INC
117,984$5.5B0.87%
23
JNJJOHNSON & JOHNSON
38,970$5.5B0.87%
24
ACWVISHARES INC
58,029$5.1B0.81%
25
MCDMCDONALDS CORP
27,516$5.1B0.80%
26
BACVERIZON COMMUNICATIONS INC
90,344$5.0B0.79%
27
IWMISHARES TR
34,461$4.9B0.78%
28
JPMJPMORGAN CHASE & CO
51,410$4.8B0.77%
29
RMERESMED INC
24,713$4.7B0.75%
30
GILDGILEAD SCIENCES INC
58,989$4.5B0.72%
31
SCHXSCHWAB STRATEGIC TR
61,103$4.5B0.72%
32
IAUUSDISHARES GOLD TRUST
264,762$4.5B0.71%
33
CMCSACOMCAST CORP NEW
112,862$4.4B0.70%
34
VTIVANGUARD INDEX FDS
27,957$4.4B0.69%
35
BXBLACKSTONE GROUP INC
109,993$4.2B0.67%Put
36
EFAISHARES TR
64,671$3.9B0.62%
37
LMTLOCKHEED MARTIN CORP
10,736$3.9B0.62%
38
NKENIKE INC
36,952$3.6B0.57%
39
CVXCHEVRON CORP NEW
40,460$3.6B0.57%
40
BRK/BBERKSHIRE HATHAWAY INC DEL
19,236$3.4B0.54%
41
VEAVANGUARD TAX-MANAGED FDS
88,106$3.4B0.54%
42
TRVTRAVELERS COMPANIES INC
29,510$3.4B0.53%
43
FTNTFORTINET INC
23,089$3.2B0.50%
44
NFLXNETFLIX INC
6,770$3.1B0.49%
45
MMM3M CO
18,947$3.0B0.47%
46
TSLATESLA INC
2,702$2.9B0.46%
47
COSTCOSTCO WHSL CORP NEW
9,459$2.9B0.45%
48
ZTSZOETIS INC
20,102$2.8B0.44%
49
GOOGLALPHABET INC
1,799$2.6B0.40%
50
EEMISHARES TR
62,468$2.5B0.40%
51
USMVISHARES TR
40,814$2.5B0.39%
52
FLIRFLIR SYS INC
60,275$2.4B0.39%
53
PGPROCTER AND GAMBLE CO
20,017$2.4B0.38%
54
SCHFSCHWAB STRATEGIC TR
80,302$2.4B0.38%
55
IWFISHARES TR
12,296$2.4B0.37%
56
IJRISHARES TR
34,215$2.3B0.37%
57
VCSHVANGUARD SCOTTSDALE FDS
27,305$2.3B0.36%
58
NSCNORFOLK SOUTHERN CORP
12,240$2.1B0.34%
59
RTXRAYTHEON TECHNOLOGIES CORP
34,625$2.1B0.34%
60
VWOVANGUARD INTL EQUITY INDEX F
53,012$2.1B0.33%
61
RSPINVESCO EXCHANGE TRADED FD T
20,090$2.0B0.32%
62
JNKSPDR SER TR
20,150$2.0B0.32%
63
IJHISHARES TR
11,169$2.0B0.31%
64
BACBK OF AMERICA CORP
82,519$2.0B0.31%
65
ABBVABBVIE INC
19,584$1.9B0.30%
66
ADPAUTOMATIC DATA PROCESSING IN
12,908$1.9B0.30%
67
SCHGSCHWAB STRATEGIC TR
18,875$1.9B0.30%
68
BMYBRISTOL-MYERS SQUIBB CO
30,613$1.8B0.29%
69
ECLECOLAB INC
8,886$1.8B0.28%
70
OXYOCCIDENTAL PETE CORP
95,593$1.7B0.28%
71
ABTABBOTT LABS
18,740$1.7B0.27%
72
VXUSVANGUARD STAR FDS
33,874$1.7B0.26%
73
NEENEXTERA ENERGY INC
6,919$1.7B0.26%
74
INTCINTEL CORP
27,718$1.7B0.26%
75
XOMEXXON MOBIL CORP
35,457$1.6B0.25%
76
BSVVANGUARD BD INDEX FDS
18,362$1.5B0.24%
77
CVSCVS HEALTH CORP
23,416$1.5B0.24%
78
SCHMSCHWAB STRATEGIC TR
28,604$1.5B0.24%
79
TAT&T INC
49,734$1.5B0.24%
80
SCHASCHWAB STRATEGIC TR
22,738$1.5B0.24%
81
SCHVSCHWAB STRATEGIC TR
29,466$1.5B0.23%
82
NEMNEWMONT CORP
24,817$1.5B0.23%Call
83
PRFZINVESCO EXCHANGE TRADED FD T
13,122$1.5B0.23%
84
VGSHVANGUARD SCOTTSDALE FDS
23,281$1.4B0.23%
85
PYPLPAYPAL HLDGS INC
8,218$1.4B0.23%
86
BOHBANK HAWAII CORP
22,676$1.4B0.22%
87
IWBISHARES TR
8,021$1.4B0.22%
88
IWDISHARES TR
11,566$1.3B0.21%
89
SCHZSCHWAB STRATEGIC TR
22,926$1.3B0.20%
90
AMEAMETEK INC
13,926$1.2B0.20%
91
PRFINVESCO EXCHANGE TRADED FD T
11,273$1.2B0.19%
92
XLNXEURXILINX INC
12,138$1.2B0.19%
93
VOOVANGUARD INDEX FDS
4,169$1.2B0.19%
94
SPLKCHFSPLUNK INC
5,925$1.2B0.19%
95
MINTPIMCO ETF TR
11,500$1.2B0.19%
96
WFCWELLS FARGO CO NEW
45,371$1.2B0.18%
97
VMBSVANGUARD SCOTTSDALE FDS
20,692$1.1B0.18%
98
BAXBAXTER INTL INC
13,054$1.1B0.18%
99
KOCOCA COLA CO
24,464$1.1B0.17%
100
WTMFWISDOMTREE TR
31,192$1.1B0.17%
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