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 2 of 52
464287226
Shares:
267680(+8.3%)
Value:
$26.5B(+10.5%)
46641Q373
Shares:
428037(+17.5%)
Value:
$26.3B(+25.4%)
25434V203
Shares:
772727(+6.3%)
Value:
$24.1B(+12.8%)
46436E718
Shares:
239544(+27.3%)
Value:
$24.1B(+27.5%)
464285204
Shares:
340342(+24.7%)
Value:
$20.1B(+43.4%)
316188309
Shares:
421247(+169.5%)
Value:
$19.2B(+173.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
80.2K | All Managers (Combined) | $29.7M | |||
54.9K | All Managers (Combined) | $29.2M | |||
161.9K | All Managers (Combined) | $27.7M | |||
(cusip464287226)✕ | 267.7K | All Managers (Combined) | $26.5M | ||
(cusip46641Q373)✕ | 428.0K | All Managers (Combined) | $26.3M | ||
Moodys Corp /De/(MCOcusip615369105) | 55.3K | QoQ -0.12% (-68)YoY -1.33% (-747) | All Managers (Combined) | $25.7M | |
Broadcom Inc.(AVGOcusip11135F101) | 152.3K | All Managers (Combined) | $25.5M | ||
(cusip25434V203)✕ | 772.7K | All Managers (Combined) | $24.1M | ||
(cusip46436E718)✕ | 239.5K | All Managers (Combined) | $24.1M | ||
224.1K | All Managers (Combined) | $23.6M | |||
1.1M | All Managers (Combined) | $23.5M | |||
Mastercard Inc(MAcusip57636Q104) | 41.8K | QoQ +0.21% (+88) | All Managers (Combined) | $22.9M | |
Abbvie Inc.(ABBVcusip00287Y109) | 106.2K | All Managers (Combined) | $22.3M | ||
Tesla, Inc.(TSLAcusip88160R101) | 81.6K | All Managers (Combined) | $21.2M | ||
21.7K | All Managers (Combined) | $20.5M | |||
(cusip464285204)✕ | 340.3K | All Managers (Combined) | $20.1M | ||
190.7K | All Managers (Combined) | $19.9M | |||
102.6K | All Managers (Combined) | $19.6M | |||
(cusip316188309)✕ | 421.2K | All Managers (Combined) | $19.2M | ||
767.2K | All Managers (Combined) | $19.2M |