Perigon Wealth Management, LLC Portfolio Holdings
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
Perigon Wealth Management, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.42 Billion distributed in 866 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $247M, Nvidia Corp with a value of $225M, Ishares Core S&P 500 ETF with a value of $120M, Amazon Com Inc with a value of $85.4M, and Invesco Qqq Trust, Series 1 with a value of $80.9M.
Examining the 13F form we can see an increase of $146M in the current position value, from $3.27B to 3.42B.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 866
- Current Value $3.42 Billion
- Prior Value $3.27 Billion
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 79 stocks
- Additional Purchases 426 stocks
- Sold out of 0 stocks
- Reduced holdings in 330 stocks