Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERIGON WEALTH MANAGEMENT LLC | 01-29-2024 | 12-31-2023 | 832 | 3,058,280,180 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $249,790,582 | 1,297,411 | 0.01 | 0.01 | 322,743 | 33.11 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 2 | $105,378,375 | 212,791 | 0.00 | 0.00 | 17,615 | 9.03 | 12-31-2023 |
| UNION PAC CORP | COM | 3 | $88,826,745 | 361,643 | 0.00 | 0.00 | 1,774 | 0.49 | 12-31-2023 |
| AMAZON COM INC | COM | 4 | $73,698,509 | 485,050 | 0.00 | 0.00 | 184,677 | 61.48 | 12-31-2023 |
