IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Perigon Wealth Management, LLC

Q1 2017 Holdings

Filed 2017-06-06 | 620 holdings | $15.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vector Group LTD(VGREUR)COM92240M108$914,3740.0%
Kite Rlty Group TR Com New(KRG)COM49803T300$924,3000.0%
Guggenheim Bltshrs 2023COM18383M241$924,4420.0%
Guggenheim Bullet 2022COM18383M258$934,3970.0%
Guggenheim Bulletshares(90002USD)COM18383M381$933,6590.0%
Check PT Software Tech F(CHKP)COMM22465104$949110.0%
iShares Short Term Bond ETF(ISTB)COM46432F859$951,8980.0%
Empire ST Rlty TR Inc CL A(ESRT)COM292104106$974,7000.0%
Guggenheim Bullet 2021COM18383M266$974,5650.0%
Guggenheim Bultsh 2019COM18383M522$974,5490.0%
Claymore ExchangeCOM18383M514$974,5370.0%
Reynolds AmericanCOM761713106$971,5240.0%
American Outdoor Bra(AOBCEUR)COM02874P103$984,9270.0%
Kilroy Realty Corp Com(KRC)COM49427F108$1001,3750.0%
Halliburton Co Holdingco Frmly Halliburton(HAL)COM406216101$1012,0490.0%
Guggenheim SP 500 Top 50COM78355W205$1026080.0%
Ameriprise Financial Inc(AMP)COM03076C106$1048000.0%
P G & E Corp(PCG)COM69331C108$1041,5680.0%
United Continental Hdg.(UAL)COM910047109$1041,4700.0%
American Assets TR Inc Com(AAT)COM024013104$1052,5000.0%
Camden Ppty TR Com(CPT)COM133131102$1101,3500.0%
Alexandria Real Estate Equities Inc Com(ARE)COM015271109$1109900.0%
Vanguard Extended MKT(VXF)COM922908652$1101,1020.0%
Vanguard Corp Bond ETF(VCIT)COM92206C870$1121,2970.0%
Guggenheim BulletsharesCOM18383M399$1154,4890.0%
BlackRock Calif Mun(XBFZX)COM09248E102$1158,0160.0%
Diageo Spn.adr 1:4(DGED)COM25243Q205$1171,0000.0%
Altria Group(MO)COM02209S103$1181,6410.0%
iShares North American Tech-Multi Ntwk(IDGT)COM464287531$1182,5900.0%
Texas Instruments Inc(TXN)COM882508104$1191,4750.0%
CSX(CSX)COM126408103$1202,5690.0%
Royal Dutch Shell A Adrf(RDS/A)COM780259206$1242,3500.0%
Vanguard REIT ETF(VNQ)COM922908553$1251,5140.0%
iShares S&P 100 ETF(OEF)COM464287101$1261,2060.0%
Wisdomtree TR(DLN)COM97717W307$1261,5180.0%
Northrop Grumman Corp(NOC)COM666807102$1305460.0%
Vanguard Short Term Cor(VCSH)COM92206C409$1331,6670.0%
Unilever PLC New Sponsadr NewCOM904767704$1342,7070.0%
Vornado Realty Trust(VNO)COM929042109$1391,3900.0%
Genuine Parts(GPC)COM372460105$1391,4900.0%
Discover Financial Svs.(DFSEUR)COM254709108$1472,1460.0%
Powershs QQQ Trust Ser 1COM73935A104$1471,1100.0%
Vodafone Group Spon(VOD)COM92857W308$1475,5430.0%
Northwest Natural GaCOM667655104$1482,5000.0%
Mobileiron Inc(MOBL)COM60739U204$15635,8070.0%
Express Scripts Hldg CoCOM30219G108$1572,3870.0%
Ecolab(ECL)COM278865100$1581,2620.0%
Cyrusone Inc Com(CONE1EUR)COM23283R100$1623,1250.0%
Technipfmc Limited(FTI)COMG87110105$1635,0170.0%
Clorox Co(CLX)COM189054109$1641,2200.0%
PreviousPage 7 of 13Next