PERIGON WEALTH MANAGEMENT, LLC Top 13F Holdings

Perigon Wealth Management is a large advisory firm with 3744 clients and discretionary assets under management (AUM) of $5,112,119,472 (Form ADV from 2024-11-18). Their last …


Install CouponFollow Chrome Extension   CouponFollow Extension

$5112119472
OFF

PERIGON WEALTH MANAGEMENT, LLC Top 13F Holdings

3 weeks from now

Perigon Wealth Management is a large advisory firm with 3744 clients and discretionary assets under management (AUM) of $5,112,119,472 (Form ADV from 2024-11-18). Their last …

whalewisdom.com

$3.79
OFF

Perigon Wealth Management, LLC 13F Filings

3 weeks from now

Perigon Wealth Management, LLC reported 992 holdings with total value $3.79 B as of Q3 2024. ... Top holdings included AAPL, NVDA, IVV, QQQ, and AMZN. Perigon Wealth Management, …

13f.info

$3.79
OFF

Perigon Wealth Management, Llc 13F Filings - Sensamarket.com

3 weeks from now

Top holdings included AAPL, NVDA, IVV, NDQ ... Perigon Wealth Management, Llc reported 992 holdings with total value $3.79B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, …

sensamarket.com

$4.07
OFF

Perigon Wealth Management, LLC Q4 2024 13F Top Portfolio …

3 weeks from now

Perigon Wealth Management, LLC reported 1,045 holdings with total value $4.07 B as of Q4 2024. ... Top holdings included AAPL, NVDA, IVV, AMZN, and QQQ. Perigon Wealth …

13f.info

$2.55
OFF

Perigon Wealth Management, LLC Q2 2023 13F Top Portfolio …

3 weeks from now

May 3, 2023  · Perigon Wealth Management, LLC reported 778 holdings with total value $2.55 B as of Q2 2023. Top holdings included AAPL, NVDA, UNP, MSFT, and VOO. Perigon Wealth …

13f.info

7%
OFF

Perigon Wealth Management LLC Trims Stock Holdings In Meta

3 weeks from now

21 hours ago  · Perigon Wealth Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.7% during the fourth quarter, according to the company …

marketbeat.com

9%
OFF

Perigon Wealth Management LLC Acquires 5,186 Shares Of …

3 weeks from now

2 days ago  · Perigon Wealth Management LLC raised its holdings in L3Harris Technologies, Inc. (NYSE:LHX - Free Report) by 210.9% during the fourth quarter, according to the company in …

marketbeat.com

$1.76
OFF

Perigon Wealth Management, LLC Q1 2023 13F Top Portfolio …

3 weeks from now

May 3, 2023  · Perigon Wealth Management, LLC reported 700 holdings with total value $1.76 B as of Q1 2023. ... Top holdings included AAPL, UNP, NVDA, DFAC, and VOO. Perigon …

13f.info

0%
OFF

Perigon Wealth Management LLC Increases Stock Holdings In

3 weeks from now

4 days ago  · Perigon Wealth Management LLC grew its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 6.0% in the fourth quarter, according to the company in its most recent Form …

marketbeat.com

$172392654
OFF

PEREGRINE INVESTMENT MANAGEMENT INC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Peregrine Investment Management is based out of Toronto. Their last reported 13F filing for Q4 2024 included $172,392,654 in managed 13F securities and a top 10 …

whalewisdom.com

$515000
OFF

Perigon Wealth Management LLC Takes $515,000 Position In

3 weeks from now

21 hours ago  · Perigon Wealth Management LLC purchased a new position in Teradata Co. (NYSE:TDC - Free Report) during the fourth quarter, according to the company in its most …

marketbeat.com

$3.30
OFF

Perigon Wealth Management, LLC Q1 2024 13F Top Portfolio …

3 weeks from now

Apr 29, 2024  · Perigon Wealth Management, LLC reported 855 holdings with total value $3.30 B as of Q1 2024. ... Top holdings included AAPL, NVDA, IVV, AMZN, and QQQ. Perigon Wealth …

13f.info

0%
OFF

Perigon Wealth Management LLC Has $14.98 Million Stock …

3 weeks from now

4 days ago  · Perigon Wealth Management LLC raised its position in shares of Wells Fargo & Company by 2.0% in the 4th quarter, according to the company in its most recent Form 13F …

marketbeat.com

$1.42
OFF

Perigon Wealth Management, LLC Q1 2022 13F Top Portfolio …

3 weeks from now

Perigon Wealth Management, LLC reported 599 holdings with total value $1.42 B as of Q1 2022. ... Top holdings included AAPL, UNP, DFAC, NVDA, and GOOG. Perigon Wealth …

13f.info

$1.15
OFF

Perigon Wealth Management, LLC Q3 2021 13F Top Portfolio …

3 weeks from now

Perigon Wealth Management, LLC reported 534 holdings with total value $1.15 B as of Q3 2021. ... Top holdings included AAPL, UNP, DFAC, NVDA, and GOOG. Perigon Wealth …

13f.info

2%
OFF

Rio Tinto Group (NYSE:RIO) Shares Purchased By Perigon Wealth ...

3 weeks from now

21 hours ago  · Perigon Wealth Management LLC grew its holdings in shares of Rio Tinto Group (NYSE:RIO - Free Report) by 81.2% during the fourth quarter, according to its most recent …

marketbeat.com


Install CouponFollow Extension on Chrome

Install the CouponFollow extension to search for discount codes when shopping the fastest!

Install CouponFollow Chrome Extension   Install CouponFollow Chrome Extension