StockDriftsStockDriftsTop 50 Perigon Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.45% | 1.72M | $300.0M | -1.14%(-19.91K) | $24.05(+717.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.22% | 1.13M | $287.7M | +0.35%(+3.95K) | $118.86(+139.09%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.54% | 234.3K | $140.0M | +13.87%(+28.55K) | $520.06(+27.93%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.02% | 170.0K | $111.0M | -1.32%(-2.27K) | $432.34(+68.15%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.87% | 178.4K | $103.0M | -0.24%(-426) | $311.79(+118.61%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.78% | 1.65M | $98.0M | +11.44%(+168.87K) | $60.21(-1.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.68% | 444.4K | $92.5M | -0.78%(-3.50K) | $126.97(+115.45%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.43% | 275.5K | $79.0M | -1.84%(-5.18K) | $72.73(+428.34%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.26% | 187.9K | $69.6M | +2.97%(+5.42K) | $292.85(+40.47%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.16% | 696.1K | $63.8M | +5.84%(+38.42K) | $91.58(-0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.77% | +80.54% |
| Top 20 Holdings Unweighted | +18.09% | +64.68% |
Sign up free to track Perigon Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.