Perigon Wealth Management, LLC Asset Management

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.1B
$8.39 Million 0.16% of portfolio
60,583
Q4 2025 Reduced 2.08%
$47B
$3.63 Million 0.07% of portfolio
8,246
Q4 2025 Added 5.61%
$4.41B
$1.03 Million 0.02% of portfolio
38,481
Q4 2025 Reduced 8.91%
$89.3B
$977,000 0.02% of portfolio
8,846
Q4 2025 Added 3.97%
$0
$701,000 0.01% of portfolio
34,700
Q4 2025 Added 1.6%
$75.4M
$643,000 0.01% of portfolio
63,798
Q4 2024 Added 33.15%
$103B
$620,000 0.01% of portfolio
5,177
Q4 2025 New
$0
$546,000 0.01% of portfolio
17,553
Q4 2025 Reduced 3.44%
$42.9B
$512,000 0.01% of portfolio
4,387
Q4 2025 Added 2.74%
$4.4B
$499,000 0.01% of portfolio
8,544
Q4 2025 Reduced 1.61%
$21.1B
$375,000 0.01% of portfolio
4,444
Q4 2025 New
$26.6B
$357,000 0.01% of portfolio
2,804
Q4 2025 Added 46.88%
$78.4B
$339,000 0.01% of portfolio
2,598
Q4 2025 Added 23.77%
$7.17B
$303,000 0.01% of portfolio
7,023
Q4 2025 Added 1.59%
$0
$279,000 0.01% of portfolio
12,172
Q4 2025 Reduced 0.22%
$0
$251,000 0.0% of portfolio
6,287
Q4 2025 Reduced 8.14%
$0
$218,000 0.0% of portfolio
16,950
Q1 2024 Reduced 7.2%
$10.7B
$217,000 0.0% of portfolio
9,228
Q4 2025 Added 3.33%
$0
$216,000 0.0% of portfolio
13,899
Q4 2025 Reduced 1.09%
$0
$193,000 0.0% of portfolio
16,349
Q4 2025 Reduced 13.61%
$0
$182,000 0.0% of portfolio
15,168
Q2 2025 Reduced 8.45%
$2.37B
$143,000 0.0% of portfolio
10,387
Q3 2025 Reduced 12.67%
$0
$123,000 0.0% of portfolio
15,312
Q4 2025 Added 15.02%
$0
$121,000 0.0% of portfolio
13,794
Q4 2025 Added 6.42%
$0
$113,000 0.0% of portfolio
10,616
Q4 2025 Reduced 30.84%
$0
$112,000 0.0% of portfolio
12,071
Q4 2025 Reduced 1.8%
$0
$108,000 0.0% of portfolio
10,306
Q2 2024 New
$0
$105,000 0.0% of portfolio
11,767
Q3 2024 Reduced 2.24%
$0
$88,000 0.0% of portfolio
15,396
Q3 2025 Reduced 21.55%
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