Perigon Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 1,031
- Total Value
- 3895161744
- Accession Number
- 0001951757-25-000439
- Form Type
- 13F-HR
- CIK
- 0001575239
- Manager Name
- Perigon Wealth Management, LLC
Data Enrichment
65% identified665 identified366 unidentified
Holdings
1,031 positions
Manager:
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Page 12 of 52
46641Q266
Shares:
91844(+68.3%)
Value:
$3.5B(+72.4%)
46641Q167
Shares:
53328(+4.2%)
Value:
$3.4B(+1.5%)
46641Q332
Shares:
58597(-14.4%)
Value:
$3.3B(-16.0%)
46137V431
Shares:
33209(+0.6%)
Value:
$3.3B(-8.3%)
46138G300
Shares:
83918(+6.4%)
Value:
$3.3B(-1.9%)
81752T528
Shares:
122915(+68.3%)
Value:
$3.3B(+65.2%)
09290C509
Shares:
53085(+30.9%)
Value:
$3.2B(+22.5%)
381430438
Shares:
42089(+0.1%)
Value:
$3.2B(-4.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46641Q266)✕ | 91.8K | YoY NEW(+91.8K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
18.6K | All Managers (Combined) | $3.5M | |||
(cusip46641Q167)✕ | 53.3K | All Managers (Combined) | $3.4M | ||
98.8K | All Managers (Combined) | $3.4M | |||
14.2K | QoQ +0.29% (-42)YoY +1.47% (-207) | All Managers (Combined) | $3.4M | ||
Intel Corp(INTCcusip458140100) | 147.7K | All Managers (Combined) | $3.4M | ||
(cusip46641Q332)✕ | 58.6K | All Managers (Combined) | $3.3M | ||
91.8K | All Managers (Combined) | $3.3M | |||
(cusip46137V431)✕ | 33.2K | All Managers (Combined) | $3.3M | ||
(cusip46138G300)✕ | 83.9K | All Managers (Combined) | $3.3M | ||
(cusip81752T528)✕ | 122.9K | YoY NEW(+122.9K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) |
54.1K | All Managers (Combined) | $3.3M | |||
56.3K | All Managers (Combined) | $3.2M | |||
42.2K | All Managers (Combined) | $3.2M | |||
Intuit Inc.(INTUcusip461202103) | 5.2K | All Managers (Combined) | $3.2M | ||
(cusip09290C509)✕ | 53.1K | All Managers (Combined) | $3.2M | ||
(cusip381430438)✕ | 42.1K | All Managers (Combined) | $3.2M | ||
Starbucks Corp(SBUXcusip855244109) | 32.5K | All Managers (Combined) | $3.2M | ||
63.9K | All Managers (Combined) | $3.1M | |||
10.8K | All Managers (Combined) | $3.1M |