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 14 of 52
78464A284
Shares:
108840(-1.5%)
Value:
$2.7B(-2.4%)
92206C573
Shares:
35186(+2.5%)
Value:
$2.7B(+4.0%)
464288158
Shares:
24967(-2.8%)
Value:
$2.6B(-2.5%)
35473P884
Shares:
47606
Value:
$2.5B
464287176
Shares:
21562(-8.3%)
Value:
$2.4B(-4.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78464A284)✕ | 108.8K | All Managers (Combined) | $2.7M | ||
16.0K | All Managers (Combined) | $2.7M | |||
(cusip92206C573)✕ | 35.2K | All Managers (Combined) | $2.7M | ||
7.7K | All Managers (Combined) | $2.7M | |||
22.8K | All Managers (Combined) | $2.7M | |||
10.8K | All Managers (Combined) | $2.6M | |||
(cusip464288158)✕ | 25.0K | All Managers (Combined) | $2.6M | ||
29.1K | All Managers (Combined) | $2.6M | |||
15.2K | All Managers (Combined) | $2.6M | |||
5.3K | QoQ +6.81% (+337)YoY NEW(+5.3K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) | |
108.1K | All Managers (Combined) | $2.6M | |||
8.4K | All Managers (Combined) | $2.5M | |||
29.2K | All Managers (Combined) | $2.5M | |||
56.2K | All Managers (Combined) | $2.5M | |||
(cusip35473P884)✕ | 47.6K | QoQ NEW(+47.6K) YoY NEW(+47.6K) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) |
Ametek Inc/(AMEcusip031100100) | 14.5K | QoQ +0.04% (-6)YoY +1.85% (-264) | All Managers (Combined) | $2.5M | |
Blackrock, Inc.(BLKcusip09290D101) | 2.6K | QoQ -3.49% (-94)YoY NEW(+2.6K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) |
(cusip464287176)✕ | 21.6K | All Managers (Combined) | $2.4M | ||
21.7K | All Managers (Combined) | $2.4M | |||
Southern Co(SOcusip842587107) | 25.6K | QoQ +1.19% (+301)YoY +3.74% (+923) | All Managers (Combined) | $2.3M |