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 51 of 52
595112903
Shares:
0
Value:
$112.8M(-38.6%)
86800U902
Shares:
0
Value:
$82.7M(-37.8%)
Shares:
18264(+0.0%)
Value:
$60.3M(-7.8%)
651718504
Shares:
10219(-0.7%)
Value:
$59.4M(-24.1%)
00768Y453
Shares:
21026(+21.5%)
Value:
$54.9M(-7.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
20.5K | All Managers (Combined) | $125.8K | |||
12.4K | All Managers (Combined) | $119.3K | |||
(cusip595112903)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $112.8K | YoY NEW(+$112.8K) |
Uipath, Inc.(PATHcusip90364P105) | 10.8K | QoQ +0.05% (-6)YoY NEW(+10.8K) | All Managers (Combined) | $111.6K | YoY NEW(+$111.6K) |
10.3K | QoQ 0.00% (-0)YoY NEW(+10.3K) | All Managers (Combined) | $108.7K | YoY NEW(+$108.7K) | |
10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $103.5K | YoY NEW(+$103.5K) | |
11.8K | QoQ 0.00% (+0)YoY -2.24% (-270) | All Managers (Combined) | $101.2K | QoQ 0.00% (+$0) | |
12.3K | QoQ 0.00% (+0) | All Managers (Combined) | $97.9K | ||
14.3K | All Managers (Combined) | $95.6K | |||
15.4K | QoQ 0.00% (+0) | All Managers (Combined) | $86.4K | ||
(cusip86800U902)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $82.7K | YoY NEW(+$82.7K) |
Aegon Ltd.(AEGcusip0076CA104) | 10.1K | QoQ -3.90% (-409)YoY -4.27% (-450) | All Managers (Combined) | $66.4K | |
10.8K | QoQ NEW(+10.8K) YoY NEW(+10.8K) | All Managers (Combined) | $64.1K | QoQ NEW(+$64.1K) YoY NEW(+$64.1K) | |
18.3K | QoQ 0.00% (-0) | All Managers (Combined) | $60.3K | ||
(cusip651718504)✕ | 10.2K | QoQ -0.68% (-70)YoY +0.43% (-44) | All Managers (Combined) | $59.4K | |
(cusip00768Y453)✕ | 21.0K | YoY NEW(+21.0K) | All Managers (Combined) | $54.9K | YoY NEW(+$54.9K) |
16.0K | YoY NEW(+16.0K) | All Managers (Combined) | $48.7K | YoY NEW(+$48.7K) | |
10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $47.6K | QoQ NEW(+$47.6K) YoY NEW(+$47.6K) | |
15.1K | YoY NEW(+15.1K) | All Managers (Combined) | $46.1K | YoY NEW(+$46.1K) | |
11.3K | QoQ NEW(+11.3K) YoY NEW(+11.3K) | All Managers (Combined) | $44.4K | QoQ NEW(+$44.4K) YoY NEW(+$44.4K) |