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.
Portfolio value
$3.67 Billion
ETFs: $1.78 Billion
Technology: $723 Million
Financial Services: $258 Million
Consumer Cyclical: $191 Million
Healthcare: $185 Million
Communication Services: $164 Million
Industrials: $109 Million
Energy: $92.1 Million
Other: $144 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
