Perigon Wealth Management LLC Has $603,000 Stock Holdings

21 hours ago · Perigon Wealth Management LLC raised its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 75.4% in the fourth quarter, according to its most recent 13F …

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Perigon Wealth Management LLC Has $603,000 Stock Holdings

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21 hours ago · Perigon Wealth Management LLC raised its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 75.4% in the fourth quarter, according to its most recent 13F …

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Perigon Wealth Management LLC Cuts Stock Position In

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3 days ago · Perigon Wealth Management LLC trimmed its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 6.9% during the fourth quarter, according to its most recent …

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Perigon Wealth Management LLC Trims Stock Holdings In Meta

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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 …

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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 …

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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, …

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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 …

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Perigon Wealth Management LLC Has $6.38 Million Stock …

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4 days ago · Perigon Wealth Management LLC grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 4.2% during the fourth quarter, according to …

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Perigon Wealth Management LLC Trims Stock Position In Quanta …

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21 hours ago · Perigon Wealth Management LLC reduced its stake in Quanta Services, Inc. (NYSE:PWR – Free Report) by 6.2% during the 4th quarter, according to its most recent filing …

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Perigon Wealth Management LLC Sells 1,402 Shares Of Spotify …

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21 hours ago · Perigon Wealth Management LLC cut its holdings in Spotify Technology S.A. (NYSE:SPOT – Free Report) by 54.7% during the 4th quarter, according to its most recent …

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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 …

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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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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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Perigon Wealth Management LLC Sells 1,402 Shares Of

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21 hours ago · Perigon Wealth Management LLC cut its holdings in Spotify Technology S.A. (NYSE:SPOT - Free Report) by 54.7% during the 4th quarter, according to its most recent …

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FAQs about Perigon Wealth Management LLC Has $603,000 Stock Holdings Coupon?

What is perigon wealth management's biggest holding?

Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. Perigon Wealth Management's largest holding is Apple Inc with shares held of 813,564. ...

Who is perigon wealth management?

Perigon Wealth Management is a large advisory firm with 3498 clients and discretionary assets under management (AUM) of $4,043,963,049 (Form ADV from 2023-04-26). Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. ...

Who owns perigon International Inc?

Shimizu Corporation（President: Kazuyuki Inoue）has acquired 100％ of the shares in Perigon International Inc.（hereafter, Perigon）to strengthen its engineering business in North America. Perigon is an engineering company with its headquarters in North Carolina and was made a subsidiary of Shimizu’s regional headquarters in North America. ...