Perigon Wealth Management, LLC Portfolio Holdings
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
Perigon Wealth Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.67 Billion distributed in 992 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $271M, Nvidia Corp with a value of $206M, Ishares Core S&P 500 ETF with a value of $125M, Invesco Qqq Trust, Series 1 with a value of $83.2M, and Amazon Com Inc with a value of $80.6M.
Examining the 13F form we can see an increase of $253M in the current position value, from $3.42B to 3.67B.
Perigon Wealth Management, LLC is based out at San Francisco, CA
Below you can find more details about Perigon Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 992
- Current Value $3.67 Billion
- Prior Value $3.42 Billion
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 171 stocks
- Additional Purchases 413 stocks
- Sold out of 0 stocks
- Reduced holdings in 362 stocks