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 22 of 52
67092P102
Shares:
53977(+0.1%)
Value:
$1.1B(+1.8%)
46432F875
Shares:
56181(+3.3%)
Value:
$1.1B(+5.3%)
78463X541
Shares:
20888(+0.0%)
Value:
$1.1B(+2.0%)
97717W281
Shares:
22973(-9.9%)
Value:
$1.1B(-9.4%)
381430123
Shares:
14353(+0.4%)
Value:
$1.1B(-5.5%)
38149W622
Shares:
23164
Value:
$1.1B
33739Q309
Shares:
24362(+0.9%)
Value:
$1.1B(+1.8%)
25434V799
Shares:
38692(+1.4%)
Value:
$1.1B(+8.3%)
33738D408
Shares:
26124(+22.7%)
Value:
$1.1B(+21.1%)
46434V878
Shares:
20808(+6.6%)
Value:
$1.1B(+7.0%)
78464A698
Shares:
18554
Value:
$1.1B
464288646
Shares:
19910(-6.7%)
Value:
$1.0B(-5.7%)
78468R622
Shares:
10922(-10.8%)
Value:
$1.0B(-11.8%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 17.4K | All Managers (Combined) | $1.1M | |||
Oneok Inc /New/(OKEcusip682680103) | 11.5K | QoQ +0.09% (-11)YoY +5.36% (+587) | All Managers (Combined) | $1.1M | |
| 16.5K | QoQ +0.06% (-10)YoY +0.71% (+117) | All Managers (Combined) | $1.1M | ||
(cusip67092P102)✕ | 54.0K | QoQ +0.13% (+72)YoY NEW(+54.0K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
(cusip46432F875)✕ | 56.2K | YoY NEW(+56.2K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
| 4.4K | All Managers (Combined) | $1.1M | |||
(cusip78463X541)✕ | 20.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | |
(cusip97717W281)✕ | 23.0K | YoY NEW(+23.0K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
(cusip381430123)✕ | 14.4K | QoQ +0.37% (-53)YoY -3.45% (-513) | All Managers (Combined) | $1.1M | |
| 5.1K | All Managers (Combined) | $1.1M | |||
| 21.8K | All Managers (Combined) | $1.1M | |||
(cusip38149W622)✕ | 23.2K | QoQ NEW(+23.2K) YoY NEW(+23.2K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
(cusip33739Q309)✕ | 24.4K | QoQ +0.89% (+215)YoY NEW(+24.4K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
(cusip25434V799)✕ | 38.7K | All Managers (Combined) | $1.1M | ||
(cusip33738D408)✕ | 26.1K | YoY NEW(+26.1K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
| 6.4K | QoQ -1.40% (-91)YoY +3.25% (+201) | All Managers (Combined) | $1.1M | ||
(cusip46434V878)✕ | 20.8K | All Managers (Combined) | $1.1M | ||
(cusip78464A698)✕ | 18.6K | QoQ NEW(+18.6K) YoY NEW(+18.6K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
(cusip464288646)✕ | 19.9K | All Managers (Combined) | $1.0M | ||
(cusip78468R622)✕ | 10.9K | All Managers (Combined) | $1.0M |