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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
56
2
2
2
4
0
40
12
7
PERIGON WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings244

Total Value ($x1000)427,117
Activities
New37

Increased83

Unchanged42

Decreased82

Sold Out15

Top 10 Stock Holdingstotal 39.5%
UNP14.28

AAPL5.58

SPY4.42

OXY2.44

HD2.3

 
V2.26

GOOG2.19

MRK2.16

DIS2.01

CME1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UNP
14.28%
COM
AAPL
5.58%
COM
SPY
4.42%
TR UNIT
OXY
2.44%
COM
HD
2.3%
COM
V
2.26%
COM CL A
GOOG
2.19%
CAP STK CL C
MRK
2.16%
COM
DIS
2.01%
COM DISNEY
CME
1.86%
COM
TMO
1.72%
COM
MSFT
1.41%
COM
IVV
1.41%
CORE S&P500 ETF
DAR
1.39%
COM
AMZN
1.35%
COM
MCD
1.31%
COM
JNJ
1.3%
COM
CRM
1.28%
COM
JPM
1.2%
COM
CSCO
1.17%
COM
MCO
1.14%
COM
IWM
1.12%
RUSSELL 2000 ETF
TRV
1.06%
COM
NVDA
1.06%
COM
CVX
1.04%
COM
EFA
1.03%
MSCI EAFE ETF
CMCSA
1.02%
CL A
FB
0.96%
CL A
BRK.B
0.93%
CL B NEW
VZ
0.91%
COM
LYB
0.89%
SHS - A -
LMT
0.81%
COM
GILD
0.81%
COM
UTX
0.8%
COM
MMM
0.79%
COM
EEM
0.77%
MSCI EMG MKT ETF
FLIR
0.75%
COM
QQQ
0.75%
UNIT SER 1
XOM
0.68%
COM
NKE
0.64%
CL B
NSC
0.6%
COM
FTNT
0.53%
COM
ADP
0.51%
COM
RMD
0.5%
COM
CELG
0.5%
COM
NFLX
0.5%
COM
IJR
0.47%
CORE S&P SCP ETF
GOOGL
0.45%
CAP STK CL A
BOH
0.42%
COM
BND
0.42%
TOTAL BND MRKT
RSP
0.41%
S&P500 EQL WGT
SPLK
0.4%
COM
INTC
0.39%
COM
PG
0.37%
COM
COST
0.36%
COM
WDTI
0.35%
FUTRE STRAT FD
HON
0.34%
COM
XLNX
0.34%
COM
CVS
0.33%
COM
BA
0.33%
COM
GBIL
0.32%
TREASURYACCESS
BAC
0.32%
COM
IWB
0.29%
RUS 1000 ETF
VCSH
0.29%
SHRT TRM CORP BD
AME
0.29%
COM
EZU
0.28%
EMU ETF
TIP
0.27%
TIPS BD ETF
AIA
0.27%
ASIA 50 ETF
KO
0.27%
COM
PRFZ
0.27%
FTSE RAFI 1500
IWR
0.27%
RUS MID-CAP ETF
ABT
0.27%
COM
VWO
0.26%
FTSE EMR MKT ETF
EGHT
0.24%
COM
IEF
0.24%
7-10 Y TR BD ETF
NEE
0.23%
COM
BAX
0.23%
COM
ABBV
0.22%
COM
SCHX
0.22%
US LRG CAP ETF
PRF
0.22%
FTSE RAFI 1000
IEI
0.21%
3-7 YR TR BD ETF
USB
0.21%
COM NEW
GLD
0.21%
GOLD SHS
WFC
0.2%
COM
ICE
0.2%
COM
EMR
0.2%
COM
ILMN
0.19%
COM
PYPL
0.19%
COM
FVD
0.19%
SHS
VTI
0.19%
TOTAL STK MKT
VEU
0.19%
ALLWRLD EX US
MUB
0.19%
NAT AMT FREE BD
IYR
0.18%
U.S. REAL ES ETF
SRE
0.18%
COM
IVW
0.18%
S&P 500 GRWT ETF
STZ
0.17%
CL A
VOO
0.17%
SHS
GM
0.16%
COM
UPS
0.16%
CL B
T
0.16%
COM
VIG
0.16%
DIV APP ETF
ZUO
0.15%
CL A
TWLO
0.15%
CL A
HSIC
0.15%
COM
DGS
0.14%
EMG MKTS SMCAP
IVE
0.14%
S&P 500 VAL ETF
PFE
0.14%
COM
SCHF
0.14%
INTL EQTY ETF
XLK
0.14%
TECHNOLOGY
GS
0.14%
COM
IBB
0.14%
NASDQ BIOTEC ETF
ISRG
0.14%
COM NEW
SCHZ
0.14%
US AGGREGATE B
JKE
0.13%
MRNGSTR LG-CP GR
GIS
0.13%
COM
BABA
0.13%
SPONSORED ADS
TSLA
0.13%
COM
NOC
0.13%
COM
TGT
0.13%
COM
CL
0.13%
COM
MDB
0.13%
CL A
VEA
0.13%
FTSE DEV MKT ETF
TLT
0.12%
20+ YR TR BD ETF
AVGO
0.12%
COM
IGV
0.12%
NA TEC-SFTWR ETF
VTWO
0.12%
VNG RUS2000IDX
BOND
0.12%
TOTL RETN ETF
IBM
0.11%
COM
MELI
0.11%
COM
XLE
0.11%
SBI INT-ENERGY
SCZ
0.11%
EAFE SML CP ETF
IGM
0.11%
N AMER TECH ETF
VNQ
0.11%
REIT ETF
GDX
0.11%
GOLD MINERS ETF
C
0.11%
COM NEW
MATX
0.11%
COM
SCHM
0.1%
US MID-CAP ETF
BMY
0.1%
COM
DVY
0.1%
SELECT DIVID ETF
SCHA
0.1%
US SML CAP ETF
WBA
0.1%
COM
FRBA
0.1%
COM
IJK
0.1%
S&P MC 400GR ETF
XLV
0.09%
SBI HEALTHCARE
IT
0.09%
COM
VV
0.09%
LARGE CAP ETF
ALEX
0.09%
COM
UNH
0.09%
COM
AMGN
0.09%
COM
VO
0.09%
MID CAP ETF
PDP
0.09%
DWA MOMENTUM
LBTYK
0.09%
SHS CL C
MU
0.09%
COM
AKAM
0.08%
COM
SCHW
0.08%
COM
SIVB
0.08%
COM
LULU
0.08%
COM
LLY
0.08%
COM
FDX
0.08%
COM
OKTA
0.08%
CL A
BIL
0.08%
SPDR BLOOMBERG
VB
0.08%
SMALL CP ETF
ILF
0.08%
LATN AMER 40 ETF
VGT
0.08%
INF TECH ETF
VBR
0.08%
SM CP VAL ETF
ED
0.07%
COM
SCHP
0.07%
US TIPS ETF
IJJ
0.07%
S&P MC 400VL ETF
SHY
0.07%
1-3 YR TR BD ETF
IWF
0.07%
RUS 1000 GRW ETF
SDY
0.07%
S&P DIVID ETF
IAU
0.07%
ISHARES
KMB
0.07%
COM
VOT
0.07%
MCAP GR IDXVIP
ADI
0.07%
COM
MDY
0.07%
UTSER1 S&PDCRP
HYG
0.07%
IBOXX HI YD ETF
CCOI
0.07%
COM NEW
APC
0.07%
COM
VOD
0.07%
SPNSR ADR NO PAR
IWS
0.07%
RUS MDCP VAL ETF
EWG
0.07%
MSCI GERMANY ETF
ECL
0.06%
COM
IFGL
0.06%
INTL DEV RE ETF
MET
0.06%
COM
QCOM
0.06%
COM
APD
0.06%
COM
UAA
0.06%
CL A
VDE
0.06%
ENERGY ETF
MINT
0.06%
ENHAN SHRT MAT
QUAL
0.06%
MSCI USA QLT FAC
DAL
0.06%
COM NEW
CGNX
0.06%
COM
APA
0.06%
COM
PCY
0.06%
EMRNG MKT SVRG
VYM
0.06%
HIGH DIV YLD
IJH
0.06%
CORE S&P MCP ETF
RING
0.06%
MSCI GBL ETF NEW
VFH
0.06%
FINANCIALS ETF
SCHB
0.06%
US BRD MKT ETF
KSU
0.06%
COM NEW
IEMG
0.06%
CORE MSCI EMKT
CTL
0.06%
COM
EQIX
0.06%
COM PAR $0.001
IWD
0.06%
RUS 1000 VAL ETF
GULF
0.06%
MID EAST DIVD
REGN
0.06%
COM
SLV
0.06%
ISHARES
FDN
0.06%
DJ INTERNT IDX
PEP
0.05%
COM
CRON
0.05%
COM
SWKS
0.05%
COM
BMRN
0.05%
COM
D
0.05%
COM
SJM
0.05%
COM NEW
VMW
0.05%
CL A COM
VHT
0.05%
HEALTH CAR ETF
LARE
0.05%
TIERRA XP LATIN
AEP
0.05%
COM
PRLB
0.05%
COM
BLK
0.05%
COM
IWP
0.05%
RUS MD CP GR ETF
MDT
0.05%
SHS
CAPE
0.05%
BARC ETN+SHILL
IXJ
0.05%
GLOB HLTHCRE ETF
SBUX
0.05%
COM
WMT
0.05%
COM
TLRY
0.05%
COM CL 2
SQ
0.05%
CL A
CSX
0.05%
COM
DISH
0.05%
PUT
COF
0.05%
COM
EUFN
0.04%
MSCI EURO FL ETF
AES
0.04%
COM
FDD
0.04%
COMMON SHS
NBW
0.03%
COM
ERIC
0.03%
ADR B SEK 10
GE
0.03%
COM
MRK
0.02%
PUT
BDJ
0.02%
COM
SPY
0.02%
PUT
(NOTE)
0.01%
PRN
CELH
0.01%
COM NEW
FB
0.01%
PUT
ACWI
0.69%
MSCI ACWI ETF
VEEV
0.65%
CL A COM
FTDR
0.14%
COM
ORCL
0.1%
COM
NRZ
0.08%
COM NEW
LQD
0.06%
IBOXX INV CP ETF
DWDP
0.06%
COM
XHS
0.06%
HLTH CARE SVCS
ROKU
0.06%
CL A
FLRN
0.05%
INV GRD FLT RT
SBNY
0.05%
COM
CAT
0.05%
COM
TGTX
0.03%
COM
LTHM
0.03%
COM
CHMA
0.01%
COM