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 …

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$5112119472
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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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10%
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Perigon Wealth Management LLC 13F Portfolio - HedgeFollow

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Fund Portfolio Manager Performance 24Q4 AUM # of Holdings Performance Rank Allocation ; Perigon Wealth Management LLC: Perigon Wealth Management LLC: 5.10%

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$4.07
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Perigon Wealth Management, LLC - 13F

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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 …

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$3.04
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Perigon Wealth Management, LLC Portfolio Holdings

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Perigon Wealth Management, LLC has filed its 13F form on January 29, 2024 for Q4 2023 where it was disclosed a total value porftolio of $3.04 Billion distributed in 832 stocks.

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$2.55
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Perigon Wealth Management, LLC Q2 2023 13F Top Portfolio …

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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 …

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$3.30
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Perigon Wealth Management, LLC Q1 2024 13F Top Portfolio …

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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 …

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1%
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Perigon Wealth Management LLC Has $32.26 Million Stock …

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5 days ago · Perigon Wealth Management LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 6.1% during the fourth quarter, according to the company in its …

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Perigon Wealth Management LLC Has $32.26 Million Stock …

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5 days ago · Perigon Wealth Management LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.1% during the fourth quarter, according to the company in its …

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9%
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Perigon Wealth Management LLC Acquires 5,186 Shares Of …

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Jan 30, 2025 · 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 …

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7%
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Perigon Wealth Management LLC Trims Stock Holdings In Meta

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Feb 1, 2025 · 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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2%
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Rio Tinto Group (NYSE:RIO) Shares Purchased By Perigon Wealth ...

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Feb 1, 2025 · 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 …

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$2000000
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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Portfolio management; Selection of other advisors (including private fund managers) Family office services; Minimum Assets $2,000,000 Financial Services. Financial planning services; …

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Vistra Corp. (NYSE:VST) Shares Bought By Perigon Wealth …

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Feb 1, 2025 · Perigon Wealth Management LLC grew its position in Vistra Corp. (NYSE:VST - Free Report) by 201.1% during the fourth quarter, according to its most recent Form 13F filing …

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