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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
51
1
4
1
4
0
42
10
8
PERIGON WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings221

Total Value ($x1000)391,702
Activities
New50

Increased79

Unchanged20

Decreased72

Sold Out65

Top 10 Stock Holdingstotal 40.43%
UNP14.96

AAPL4.78

SPY4.65

OXY3.51

GOOG2.49

 
MRK2.35

HD2.16

CME1.98

V1.93

DIS1.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UNP
14.96%
COM
AAPL
4.78%
COM
SPY
4.65%
TR UNIT
OXY
3.51%
COM
GOOG
2.49%
CAP STK CL C
MRK
2.35%
COM
HD
2.16%
COM
CME
1.98%
COM
V
1.93%
COM CL A
DIS
1.62%
COM DISNEY
JNJ
1.6%
COM
TMO
1.51%
COM
AMZN
1.46%
COM
MSFT
1.39%
COM
NFLX
1.37%
COM
CRM
1.31%
COM
IVV
1.26%
CORE S&P500 ETF
MCD
1.25%
COM
JPM
1.2%
COM
BRK.B
1.18%
CL B NEW
CSCO
1.14%
COM
CVX
1.05%
COM
IWM
1.03%
RUSSELL 2000 ETF
FB
1.01%
CL A
SHY
1.01%
1-3 YR TR BD ETF
MCO
0.98%
COM
TRV
0.96%
COM
MMM
0.96%
COM
LYB
0.95%
SHS - A -
EFA
0.94%
MSCI EAFE ETF
CMCSA
0.92%
CL A
NVDA
0.92%
COM
GILD
0.91%
COM
EEM
0.84%
MSCI EMG MKT ETF
UTX
0.76%
COM
CELG
0.71%
COM
ACWI
0.7%
MSCI ACWI ETF
XOM
0.7%
COM
FLIR
0.7%
COM
LMT
0.69%
COM
NKE
0.67%
CL B
VEEV
0.57%
CL A COM
NSC
0.54%
COM
FTNT
0.51%
COM
IJR
0.5%
CORE S&P SCP ETF
QQQ
0.49%
UNIT SER 1
GBIL
0.48%
TREASURYACCESS
ADP
0.46%
COM
VZ
0.42%
COM
CVS
0.39%
COM
BAC
0.39%
COM
HON
0.39%
COM
COST
0.36%
COM
RMD
0.36%
COM
WDTI
0.35%
FUTRE STRAT FD
PG
0.33%
COM
IWB
0.32%
RUS 1000 ETF
INTC
0.32%
COM
EZU
0.32%
EMU ETF
BND
0.31%
TOTAL BND MRKT
BA
0.31%
COM
GOOGL
0.29%
CAP STK CL A
ZUO
0.29%
CL A
IEF
0.29%
7-10 Y TR BD ETF
ABBV
0.28%
COM
USB
0.27%
COM NEW
IWR
0.27%
RUS MID-CAP ETF
VCSH
0.26%
SHRT TRM CORP BD
TLT
0.25%
20+ YR TR BD ETF
IBB
0.25%
NASDQ BIOTEC ETF
IYR
0.25%
U.S. REAL ES ETF
RSP
0.25%
S&P500 EQL WGT
AME
0.25%
COM
ABT
0.24%
COM
WFC
0.23%
COM
AIA
0.23%
ASIA 50 ETF
SCHX
0.22%
US LRG CAP ETF
TSLA
0.22%
COM
NEE
0.21%
COM
BAX
0.21%
COM
XLNX
0.21%
COM
FVD
0.21%
SHS
VWO
0.21%
FTSE EMR MKT ETF
XLE
0.21%
SBI INT-ENERGY
EMR
0.21%
COM
TIP
0.2%
TIPS BD ETF
PYPL
0.2%
COM
LLY
0.2%
COM
ICE
0.2%
COM
XLK
0.2%
TECHNOLOGY
T
0.19%
COM
VEU
0.19%
ALLWRLD EX US
KO
0.19%
COM
PRFZ
0.19%
FTSE RAFI 1500
TGT
0.19%
COM
GS
0.19%
COM
VTI
0.18%
TOTAL STK MKT
HSIC
0.18%
COM
SUN
0.17%
COM U REP LP
SPLK
0.17%
COM
VEA
0.17%
FTSE DEV MKT ETF
VIG
0.17%
DIV APP ETF
SRE
0.17%
COM
GM
0.16%
COM
BX
0.16%
COM UNIT LTD
CL
0.16%
COM
ISRG
0.16%
COM NEW
PFE
0.16%
COM
PRF
0.15%
FTSE RAFI 1000
GLD
0.15%
GOLD SHS
ILMN
0.14%
COM
JKE
0.14%
MRNGSTR LG-CP GR
SCHF
0.14%
INTL EQTY ETF
MDLZ
0.14%
CL A
WBA
0.14%
COM
ILF
0.13%
LATN AMER 40 ETF
VOO
0.13%
SHS
TWLO
0.13%
CL A
JCOM
0.13%
COM
CSX
0.13%
COM
PEP
0.13%
COM
STZ
0.13%
CL A
AVGO
0.12%
COM
UPS
0.12%
CL B
VTWO
0.12%
VNG RUS2000IDX
BMY
0.12%
COM
NOC
0.12%
COM
IGV
0.11%
NA TEC-SFTWR ETF
UNH
0.11%
COM
SIVB
0.11%
COM
IGM
0.11%
N AMER TECH ETF
XLV
0.11%
SBI HEALTHCARE
SCHA
0.11%
US SML CAP ETF
C
0.11%
COM NEW
IEI
0.11%
3-7 YR TR BD ETF
GIS
0.11%
COM
VFH
0.1%
FINANCIALS ETF
DWDP
0.1%
COM
IWS
0.1%
RUS MDCP VAL ETF
AMGN
0.1%
COM
SCZ
0.1%
EAFE SML CP ETF
MU
0.1%
COM
SQ
0.1%
CL A
SCHZ
0.1%
US AGGREGATE B
LOW
0.1%
COM
SCHM
0.1%
US MID-CAP ETF
VV
0.09%
LARGE CAP ETF
QCOM
0.09%
COM
VO
0.09%
MID CAP ETF
DGS
0.09%
EMG MKTS SMCAP
IWD
0.09%
RUS 1000 VAL ETF
VNQ
0.08%
REIT ETF
IT
0.08%
COM
MDB
0.08%
CL A
SCHW
0.08%
COM
KSU
0.08%
COM NEW
PDP
0.08%
DWA MOMENTUM
SBUX
0.08%
COM
VOD
0.08%
SPNSR ADR NO PAR
HSY
0.08%
COM
ED
0.08%
COM
BK
0.08%
COM
VB
0.08%
SMALL CP ETF
MELI
0.08%
COM
AKAM
0.08%
COM
IVW
0.07%
S&P 500 GRWT ETF
MINT
0.07%
ENHAN SHRT MAT
SDY
0.07%
S&P DIVID ETF
XHS
0.07%
HLTH CARE SVCS
REGN
0.07%
COM
VGT
0.07%
INF TECH ETF
IAU
0.07%
ISHARES
KMI
0.07%
COM
BIIB
0.07%
COM
BMRN
0.07%
COM
VOT
0.07%
MCAP GR IDXVIP
LULU
0.07%
COM
BOH
0.07%
COM
LBTYK
0.06%
SHS CL C
MET
0.06%
COM
MDY
0.06%
UTSER1 S&PDCRP
EUFN
0.06%
MSCI EURO FL ETF
IWF
0.06%
RUS 1000 GRW ETF
IJK
0.06%
S&P MC 400GR ETF
IFGL
0.06%
INTL DEV RE ETF
FLRN
0.06%
INV GRD FLT RT
CCOI
0.06%
COM NEW
KMB
0.06%
COM
CRON
0.06%
COM
UAA
0.06%
CL A
BABA
0.06%
SPONSORED ADS
CGNX
0.06%
COM
IXJ
0.06%
GLOB HLTHCRE ETF
ADI
0.06%
COM
IJH
0.06%
CORE S&P MCP ETF
PRLB
0.06%
COM
VYM
0.06%
HIGH DIV YLD
FDD
0.06%
COMMON SHS
MUB
0.06%
NAT AMT FREE BD
DVY
0.06%
SELECT DIVID ETF
NKTR
0.06%
COM
SLV
0.06%
ISHARES
IVE
0.06%
S&P 500 VAL ETF
VMW
0.06%
CL A COM
VHT
0.06%
HEALTH CAR ETF
VBR
0.06%
SM CP VAL ETF
ECL
0.05%
COM
NYT
0.05%
CL A
FDN
0.05%
DJ INTERNT IDX
INGR
0.05%
COM
SBNY
0.05%
COM
SCHB
0.05%
US BRD MKT ETF
EWG
0.05%
MSCI GERMANY ETF
MGA
0.05%
COM
D
0.05%
COM
SJM
0.05%
COM NEW
AEP
0.05%
COM
CTL
0.05%
COM
SAN
0.04%
ADR
GE
0.03%
COM
BDJ
0.02%
COM
DNB
0.91%
COM
QGEN
0.45%
SHS NEW
CWB
0.28%
BRC CNV SECS ETF
FDX
0.24%
COM
SRPT
0.22%
COM
PM
0.21%
COM
IJT
0.19%
SP SMCP600GR ETF
PGX
0.18%
PFD ETF
ONEQ
0.17%
NDQ CP IDX TRK
ITCI
0.16%
COM
WMT
0.15%
COM
IYY
0.13%
DOW JONES US ETF
SWKS
0.11%
COM
APTV
0.11%
SHS
AGN
0.1%
SHS
HYD
0.1%
HIGH YLD MUN ETF
BSJJ
0.1%
BULSHS 2019 HY
DVN
0.09%
COM
LNC
0.09%
COM
IBM
0.09%
COM
AES
0.09%
COM
DLR
0.09%
COM
STM
0.09%
NY REGISTRY
APA
0.09%
COM
INCY
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
IWP
0.08%
RUS MD CP GR ETF
JWN
0.08%
COM
MDT
0.08%
SHS
BSJK
0.07%
BULSHS 2020 HY
PLD
0.07%
COM
ADS
0.07%
COM
BIDU
0.07%
SPON ADR REP A
HACK
0.07%
PUREFUNDS ISE CY
AMT
0.07%
COM
APC
0.07%
COM
GDX
0.07%
GOLD MINERS ETF
XLF
0.07%
SBI INT-FINL
NXPI
0.06%
COM
TXN
0.06%
COM
SLB
0.06%
COM
GSK
0.06%
SPONSORED ADR
BLK
0.06%
COM
IXN
0.06%
GLOBAL TECH ETF
DGRW
0.06%
US DIVD GRT FD
CRC
0.06%
COM NEW
AGG
0.06%
CORE TOTUSBD ETF
VGK
0.06%
FTSE EUROPE ETF
ORCL
0.06%
COM
BDX
0.06%
COM
MO
0.06%
COM
ALB
0.06%
COM
PCY
0.06%
EMRNG MKT SVRG
EQIX
0.06%
COM PAR $0.001
PH
0.06%
COM
PSMT
0.06%
COM
RXI
0.05%
GLB CNS DISC ETF
RYAAY
0.05%
SPONSORED ADR NE
DJP
0.05%
DJUBS CMDT ETN36
IWC
0.05%
MICRO-CAP ETF
CAPE
0.05%
BARC ETN+SHILL
ACN
0.05%
SHS CLASS A
AMAT
0.05%
COM
APD
0.05%
COM
GCC
0.05%
SHS BEN INT