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Home > Institutional Investor > Perigon Wealth Management, Llc > Profile

Instuitional Investor - Perigon Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Perigon Wealth Management, Llc
Portfolio Value $4,071,164,570
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,164,527 $265,814,945 6.52%
2.
Nvidia Corp
 NVDA 1,785,874 $238,539,263 5.85%
3.
Ishares Trust
 IEF 199,822 $118,817,950 2.91%
4.
Amazon Com Inc
 AMZN 434,008 $95,768,166 2.35%
5.
Invesco Qqq Tr
 175,157 $89,869,982 2.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)