Perigon Wealth Management, LLC disclosed new holdings including $SPY, $IWM, $NVDA, $AVGO, and decrease in $IVV

From Nasdaq: 2025-01-22 17:12:08

Perigon Wealth Management, LLC recently filed a portfolio update, reflecting their holdings for the 12-31-2024 report period. The largest stock moves included significant additions to $SPY, $IWM, $NVDA, $AVGO, and a decrease in $IVV. Check out the full portfolio on Quiver Quantitative to track moves made by other funds.

For more details on Perigon Wealth Management, LLC’s fund page, visit Quiver Quantitative. This article was originally published on Quiver News, where you can read the full story about the recent portfolio update. Please note that the views expressed in the article are those of the author and not necessarily Nasdaq, Inc.



Read more at Nasdaq: Fund Update: Perigon Wealth Management, LLC Just Disclosed New Holdings