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 3 of 52
25434V302
Shares:
740411(+7.0%)
Value:
$19.2B(+10.1%)
09290C103
Shares:
370445(+6.7%)
Value:
$18.1B(+0.7%)
81369Y209
Shares:
110311(-0.6%)
Value:
$16.1B(+2.8%)
464287721
Shares:
113520(-10.2%)
Value:
$15.9B(-20.5%)
808524409
Shares:
584372(+2.4%)
Value:
$15.5B(+1.9%)
25434V104
Shares:
398347(-0.5%)
Value:
$15.3B(-6.8%)
46429B267
Shares:
629415(-26.5%)
Value:
$14.5B(-24.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V302)✕ | 740.4K | All Managers (Combined) | $19.2M | ||
328.5K | All Managers (Combined) | $19.2M | |||
Mcdonalds Corp(MCDcusip580135101) | 60.9K | All Managers (Combined) | $19.0M | ||
(cusip09290C103)✕ | 370.4K | All Managers (Combined) | $18.1M | ||
Spdr Gold Trust(GLDcusip78463V107) | 59.4K | All Managers (Combined) | $17.1M | ||
55.5K | All Managers (Combined) | $17.0M | |||
(cusip81369Y209)✕ | 110.3K | All Managers (Combined) | $16.1M | ||
(cusip464287721)✕ | 113.5K | All Managers (Combined) | $15.9M | ||
(cusip808524409)✕ | 584.4K | All Managers (Combined) | $15.5M | ||
57.6K | All Managers (Combined) | $15.5M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 130.0K | All Managers (Combined) | $15.5M | ||
(cusip25434V104)✕ | 398.3K | All Managers (Combined) | $15.3M | ||
193.4K | All Managers (Combined) | $14.6M | |||
29.4K | All Managers (Combined) | $14.6M | |||
(cusip46429B267)✕ | 629.4K | All Managers (Combined) | $14.5M | ||
86.1K | All Managers (Combined) | $14.3M | |||
279.9K | All Managers (Combined) | $14.2M | |||
66.7K | All Managers (Combined) | $13.3M | |||
75.5K | All Managers (Combined) | $13.1M | |||
Salesforce, Inc.(CRMcusip79466L302) | 47.7K | All Managers (Combined) | $12.8M |