Perigon Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
665 identified366 unidentified

Holdings

1,031 positions
Manager:
SEC
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Page 3 of 52
25434V302
25434V302
Shares:
740411(+7.0%)
Value:
$19.2B(+10.1%)
464287507
IJH|464287507
Shares:
328480(-26.6%)
Value:
$19.2B(-33.5%)
MCDONALDS CORP
MCD|580135101
Shares:
60858(-2.3%)
Value:
$19.0B(+9.1%)
09290C103
09290C103
Shares:
370445(+6.7%)
Value:
$18.1B(+0.7%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
59412(-10.3%)
Value:
$17.1B(+3.1%)
464287622
IWB|464287622
Shares:
55543(+9.2%)
Value:
$17.0B(+2.7%)
81369Y209
81369Y209
Shares:
110311(-0.6%)
Value:
$16.1B(+2.8%)
464287721
464287721
Shares:
113520(-10.2%)
Value:
$15.9B(-20.5%)
808524409
808524409
Shares:
584372(+2.4%)
Value:
$15.5B(+1.9%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
57594(+3.9%)
Value:
$15.5B(-10.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
129963(-4.3%)
Value:
$15.5B(+2.3%)
25434V104
25434V104
Shares:
398347(-0.5%)
Value:
$15.3B(-6.8%)
46432F842
IEFA|46432F842
Shares:
193431(-12.5%)
Value:
$14.6B(-6.8%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
29399(-1.7%)
Value:
$14.6B(-12.9%)
46429B267
46429B267
Shares:
629415(-26.5%)
Value:
$14.5B(-24.8%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
86113(-3.3%)
Value:
$14.3B(+8.5%)
921943858
VEA|921943858
Shares:
279873(-4.7%)
Value:
$14.2B(+0.3%)
464287655
IWM|464287655
Shares:
66687(+2.6%)
Value:
$13.3B(-8.8%)
46137V357
RSP|46137V357
Shares:
75453(+11.7%)
Value:
$13.1B(+8.0%)
Salesforce, Inc.
CRM|79466L302
Shares:
47723(+0.4%)
Value:
$12.8B(-15.8%)