Perigon Wealth Management LLC Top Holdings 13F Filings
99 rows · As of 09/30/2024, below is a summary of the Perigon Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Perigon Wealth Management LLC. In the Perigon Wealth Management LLC-top-holdings-table below, each of the top …
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PERIGON WEALTH MANAGEMENT, LLC Top 13F Holdings
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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
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Perigon Wealth Management LLC Takes $515,000 Position In
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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
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Perigon Wealth Management LLC Has $8.72 Million Stock
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4 days ago · Perigon Wealth Management LLC lessened its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 5.5% during the fourth quarter, according to …
marketbeat.com
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Perigon Wealth Management Review 2025 - Investor.com
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Oct 16, 2024 · Perigon Wealth Management, registered in 2004, serves 44 state(s) with a licensed staff of 77 advisors. Perigon Wealth Management manages $6.9 billion and provides …
investor.com
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Perigon Wealth Management LLC Has $17.42 Million Stake In
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4 days ago · Perigon Wealth Management LLC boosted its stake in shares of McDonald's Co. (NYSE:MCD - Free Report) by 10.2% during the 4th quarter, according to its most recent 13F …
marketbeat.com
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Perigon Rises From 56 To 42 San Francisco Business Times
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Nov 6, 2024 · Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets …
perigonwealth.com
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Perigon Wealth Management LLC Has $552,000 Stock Holdings In …
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21 hours ago · Perigon Wealth Management LLC lifted its position in shares of Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA:GCOR – Free Report) by 3.2% in the fourth …
reporter.am
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Perigon Wealth Management LLC Has $5.22 Million Holdings In …
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3 days ago · Perigon Wealth Management LLC increased its position in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 8.5% during the fourth …
modernreaders.com
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Perigon Wealth Management LLC Has $14.98 Million Stock …
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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 …
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Perigon Wealth Management, LLC - 13F
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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
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Michael Mandy - Director - Auxilior Capital Partners, Inc ... - LinkedIn
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Perigon Wealth Management, LLC announced the acquisition of Creative Financial Planning, based in New York, with $150 million in assets. The firm previously affiliated with …
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Executive Director, Head Of Operational Strategy - LinkedIn
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Perigon Wealth Management, LLC announced the acquisition of Creative Financial Planning, based in New York, with $150 million in assets. The firm previously affiliated with …
linkedin.com
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Perigon Wealth Management LLC Has $1.42 Million Stock
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2 days ago · Perigon Wealth Management LLC grew its holdings in shares of Duke Energy Co. (NYSE:DUK - Free Report) by 23.6% in the fourth quarter, according to its most recent Form …
marketbeat.com
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Perigon Wealth Management LLC Has $1.51 Million Stock
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2 days ago · Perigon Wealth Management LLC lifted its stake in The Williams Companies, Inc. (NYSE:WMB - Free Report) by 138.5% in the fourth quarter, according to its most recent filing …
marketbeat.com
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Perigon Wealth Management LLC Has $15.11 Million Stake In
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1 day ago · Perigon Wealth Management LLC lessened its stake in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 2.4% in the 4th quarter, according to the company in its most …
marketbeat.com
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