Perigon Wealth Management, LLC Q4 2024 Filing
Filed January 22, 2025
Portfolio Value
$4.1B
Holdings
1,045
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,045 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $265.8T |
NVDANVIDIA CORPORATION | $238.5T |
IVVISHARES TR | $118.8T |
AMZNAMAZON COM INC | $95.8T |
NDQINVESCO QQQ TR | $89.9T |
MSFTMICROSOFT CORP | $76.6T |
VOOVANGUARD INDEX FDS | $65.0T |
SPYSPDR S&P 500 ETF TR | $58.6T |
DFACDIMENSIONAL ETF TRUST | $56.4T |
GOOGALPHABET INC | $53.8T |
HDHOME DEPOT INC | $44.4T |
METAMETA PLATFORMS INC | $43.0T |
BBUSJ P MORGAN EXCHANGE TRADED F | $42.6T |
OXYOCCIDENTAL PETE CORP | $42.4T |
IUSBISHARES TR | $40.2T |
VVISA INC | $40.1T |
GOOGLALPHABET INC | $40.0T |
VTIVANGUARD INDEX FDS | $35.1T |
AVGOBROADCOM INC | $35.0T |
TSLATESLA INC | $34.1T |
JPMJPMORGAN CHASE & CO. | $32.3T |
VUGVANGUARD INDEX FDS | $29.5T |
IJHISHARES TR | $28.8T |
LLYELI LILLY & CO | $28.0T |
MCOMOODYS CORP | $26.5T |
BRK/BBERKSHIRE HATHAWAY INC DEL | $26.4T |
QUALISHARES TR | $26.1T |
MUBISHARES TR | $25.9T |
AGGISHARES TR | $24.0T |
IJRISHARES TR | $22.1T |
MAMASTERCARD INCORPORATED | $21.8T |
DFAIDIMENSIONAL ETF TRUST | $21.4T |
BBINJ P MORGAN EXCHANGE TRADED F | $21.0T |
IYWISHARES TR | $20.1T |
SCHGSCHWAB STRATEGIC TR | $19.8T |
ABBVABBVIE INC | $19.3T |
AQLTISHARES TR | $19.2T |
COSTCOSTCO WHSL CORP NEW | $19.2T |
SGOVISHARES TR | $18.9T |
JHMMJOHN HANCOCK EXCHANGE TRADED | $18.6T |
DYNFBLACKROCK ETF TRUST | $17.9T |
MCDMCDONALDS CORP | $17.4T |
DFAEDIMENSIONAL ETF TRUST | $17.4T |
SCHXSCHWAB STRATEGIC TR | $17.4T |
AXPAMERICAN EXPRESS CO | $17.3T |
TMOTHERMO FISHER SCIENTIFIC INC | $16.8T |
GQ9SPDR GOLD TR | $16.6T |
IWBISHARES TR | $16.6T |
DFAUDIMENSIONAL ETF TRUST | $16.4T |
MBBISHARES TR | $16.1T |
AQLTISHARES TR | $15.7T |
XLVSELECT SECTOR SPDR TR | $15.7T |
SCHVSCHWAB STRATEGIC TR | $15.2T |
CRMSALESFORCE INC | $15.2T |
XOMEXXON MOBIL CORP | $15.1T |
WFCWELLS FARGO CO NEW | $15.0T |
EFGISHARES TR | $14.6T |
IWMISHARES TR | $14.6T |
IVEISHARES TR | $14.4T |
EFVISHARES TR | $14.3T |
VEAVANGUARD TAX-MANAGED FDS | $14.2T |
IAU*ISHARES GOLD TR | $14.0T |
CVXCHEVRON CORP NEW | $13.7T |
JNJJOHNSON & JOHNSON | $13.2T |
VIGVANGUARD SPECIALIZED FUNDS | $13.1T |
VTEBVANGUARD MUN BD FDS | $13.0T |
WMTWALMART INC | $12.7T |
JCPBJ P MORGAN EXCHANGE TRADED F | $12.5T |
RSPINVESCO EXCHANGE TRADED FD T | $12.1T |
BACBANK AMERICA CORP | $12.1T |
VGTVANGUARD WORLD FD | $11.9T |
IEMGISHARES INC | $11.9T |
SCHWSCHWAB CHARLES CORP | $11.9T |
AVLVAMERICAN CENTY ETF TR | $11.8T |
JQUAJ P MORGAN EXCHANGE TRADED F | $11.8T |
DFSVDIMENSIONAL ETF TRUST | $11.7T |
APPAPPLOVIN CORP | $11.6T |
EMXCISHARES INC | $11.5T |
EFAISHARES TR | $11.3T |
TLTISHARES TR | $11.0T |
PGPROCTER AND GAMBLE CO | $10.9T |
BXBLACKSTONE INC | $10.9T |
IVWISHARES TR | $10.8T |
AVDVAMERICAN CENTY ETF TR | $10.7T |
SHYISHARES TR | $10.7T |
VBVANGUARD INDEX FDS | $10.5T |
SCHFSCHWAB STRATEGIC TR | $10.3T |
VTVVANGUARD INDEX FDS | $10.2T |
LMTLOCKHEED MARTIN CORP | $10.1T |
NFLXNETFLIX INC | $10.1T |
CMECME GROUP INC | $9.8T |
BNDVANGUARD BD INDEX FDS | $9.8T |
CSCOCISCO SYS INC | $9.4T |
PPAINVESCO EXCHANGE TRADED FD T | $9.2T |
ADPAUTOMATIC DATA PROCESSING IN | $9.2T |
UNHUNITEDHEALTH GROUP INC | $9.0T |
QCOMQUALCOMM INC | $8.9T |
RTXRTX CORPORATION | $8.8T |
DISDISNEY WALT CO | $8.7T |
IWRISHARES TR | $8.6T |
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