Perigon Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Perigon Wealth Management, LLC
Data Enrichment
65% identified
665 identified366 unidentified

Holdings

1,031 positions
Manager:
Search and click to pin securities to the top
Page 5 of 52
464288588
Shares:
112861(-35.7%)
Value:
$10.6B(-34.3%)
92206C771
Shares:
227969(+182.0%)
Value:
$10.6B(+188.3%)
WELLS FARGO & COMPANY/MN
Shares:
146488(-25.7%)
Value:
$10.5B(-29.8%)
46641Q654
Shares:
205521(+160.1%)
Value:
$10.5B(+160.5%)
464287432
Shares:
113921(-10.0%)
Value:
$10.4B(-5.8%)
922908744
Shares:
59549(+0.9%)
Value:
$10.3B(+0.4%)
78464A664
Shares:
367137(+83.2%)
Value:
$10.0B(+91.6%)
UNITEDHEALTH GROUP INC
Shares:
18606(+5.6%)
Value:
$9.7B(+8.3%)
464287309
Shares:
104359(-0.6%)
Value:
$9.7B(-10.0%)
922908751
Shares:
43577(+2.5%)
Value:
$9.7B(-8.2%)
46641Q761
Shares:
171073(-15.8%)
Value:
$9.7B(-18.3%)
46435G243
Shares:
383453(+25.3%)
Value:
$9.6B(+26.6%)
Palantir Technologies Inc.
Shares:
112943(-1.2%)
Value:
$9.5B(+20.4%)
CISCO SYSTEMS, INC.
Shares:
154164(-2.2%)
Value:
$9.5B(+0.9%)
464287457
Shares:
114816(-12.1%)
Value:
$9.5B(-11.4%)
ABBOTT LABORATORIES
Shares:
71048(-1.0%)
Value:
$9.4B(+15.3%)
TRAVELERS COMPANIES, INC.
Shares:
35612(+0.6%)
Value:
$9.4B(+9.7%)
46434G764
Shares:
170221(-17.1%)
Value:
$9.4B(-18.6%)
AUTOMATIC DATA PROCESSING INC
Shares:
30671(-0.8%)
Value:
$9.4B(+2.3%)
AppLovin Corp
Shares:
35135(+0.4%)
Value:
$9.3B(-19.9%)