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 9 of 52
CITIGROUP INC
Shares:
68510(-12.8%)
Value:
$4.9B(-21.1%)
46429B747
Shares:
46830(-1.9%)
Value:
$4.8B(+0.4%)
78468R606
Shares:
206833(+6.8%)
Value:
$4.8B(+5.6%)
NEXTERA ENERGY INC
Shares:
68169(+2.1%)
Value:
$4.8B(+1.5%)
464288661
Shares:
40717(-19.0%)
Value:
$4.8B(-17.3%)
46435G425
Shares:
39419(-8.9%)
Value:
$4.8B(-14.8%)
AMGEN INC
Shares:
15355(-4.9%)
Value:
$4.8B(+10.0%)
25434V807
Shares:
120625(+9.8%)
Value:
$4.7B(+19.8%)
PRUDENTIAL FINANCIAL INC
Shares:
41797(+666.2%)
Value:
$4.7B(+622.7%)
46435G193
Shares:
199668(+13.3%)
Value:
$4.6B(+15.1%)
Shares:
31151(+1.0%)
Value:
$4.6B(+6.6%)
69344A107
Shares:
91992(+40.2%)
Value:
$4.6B(+40.4%)
81369Y605
Shares:
91841(+12.9%)
Value:
$4.6B(+12.9%)
464287663
Shares:
49312(-1.1%)
Value:
$4.6B(-2.5%)
464289438
Shares:
21564(+13.8%)
Value:
$4.5B(+2.6%)
REGENERON PHARMACEUTICALS, INC.
Shares:
7148(-0.2%)
Value:
$4.5B(-8.7%)
WASTE MANAGEMENT INC
Shares:
19465(-2.5%)
Value:
$4.5B(+7.0%)
INTUITIVE SURGICAL INC
Shares:
9053(+56.0%)
Value:
$4.5B(+32.3%)
922908611
Shares:
23976(+0.1%)
Value:
$4.5B(-8.5%)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
8326(+12.3%)
Value:
$4.4B(+1.7%)