IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Perigon Wealth Management, LLC

Q2 2017 Holdings

Filed 2017-09-12 | 580 holdings | $14.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Stryker Corp(SYK)COM863667101$805750.0%
Globalstar Inc Com(GSATUSD)COM378973408$8037,5000.0%
Metlife Inc(MET)COM59156R108$811,4690.0%
CSM.Discrtny.SLT.Sect. Spdr Fd.(XLY)COM81369Y407$819000.0%
WGL Holdings IncCOM92924F106$831,0000.0%
Priceline GroupCOM741503403$84450.0%
Bob Evans Farms Inc(BOBEUSD)COM096761101$841,1740.0%
Pimco Dynamic Income CF(PDI)COM72201Y101$852,8000.0%
Wisdomtree TR(DWM)COM97717W703$871,6680.0%
Tractor Supply Company(TSCO)COM892356106$911,6700.0%
Morgan Stanley(MS)COM617446448$922,0700.0%
Macerich Company(MAC)COM554382101$931,6000.0%
Boeing Co(BA)COM097023105$934710.0%
Guggenheim Bltshrs 2023COM18383M241$954,5400.0%
Guggenheim Bulletshares(90002USD)COM18383M381$953,7390.0%
Guggenheim Bullet 2022COM18383M258$964,4950.0%
Claymore ExchangeCOM18383M522$994,6500.0%
Guggenheim Bullet 2021COM18383M266$994,6660.0%
Weingarten Realty Investors Shares Of Beneficial Interest(WRI)COM948741103$993,3000.0%
Claymore ExchangeCOM18383M514$1004,6370.0%
Reynolds AmericanCOM761713106$1001,5240.0%
Whitestone REIT(WSR)COM966084204$1018,2000.0%
Udr Inc Com(UDR)COM902653104$1012,6000.0%
Ameriprise Financial Inc(AMP)COM03076C106$1028000.0%
Retail Opportunity Invts Corp Com(ROICUSD)COM76131N101$1045,4250.0%
Altria Group(MO)COM02209S103$1041,3840.0%
Vanguard Corp Bond ETF(VCIT)COM92206C870$1041,1890.0%
P G & E Corp(PCG)COM69331C108$1051,5680.0%
Guggenheim SP 500 Top 50COM78355W205$1066210.0%
Spdr Barclays Investment(FLRN)COM78468R200$1083,5250.0%
Cousins Pptys Inc ComCOM222795106$11012,4500.0%
United Continental Hdg.(UAL)COM910047109$1111,4700.0%
Host Hotels & Resort(HST)COM44107P104$1126,0500.0%
Guggenheim BulletShares 2017COM18383M548$1124,9370.0%
Extra Space Storage Inc Com(EXR)COM30225T102$1121,4400.0%
Vanguard Extended MKT(VXF)COM922908652$1131,1020.0%
BlackRock Calif Mun(XBFZX)COM09248E102$1158,0160.0%
Vanguard Short Term Cor(VCSH)COM92206C409$1161,4520.0%
Independence Rlty TR Inc Com(IRT)COM45378A106$11611,7000.0%
Johnson Ctls Intl PLC F(JCI)COMG51502105$1162,6630.0%
Guggenheim BulletsharesCOM18383M399$1184,5700.0%
Waste Management Inc Del(WM)COM94106L109$1181,6070.0%
iShares North American Tech-Multi Ntwk(IDGT)COM464287531$1192,5900.0%
Armada Hoffler Pptys Inc Com(AHH)COM04208T108$1239,3500.0%
Discover Financial Svs.(DFSEUR)COM254709108$1241,9890.0%
Energy Recovery Inc Com(ERII)COM29270J100$12615,1790.0%
Vanguard REIT ETF(VNQ)COM922908553$1261,5140.0%
Northrop Grumman Corp(NOC)COM666807102$1284970.0%
Wisdomtree TR(DLN)COM97717W307$1281,5180.0%
Kite Rlty Group TR Com New(KRG)COM49803T300$1296,8000.0%
PreviousPage 6 of 12Next