Perigon Wealth Management, LLC Purchases in Q3 2024

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
126K
New
$253.74 - $291.56 $32M - $36.8M
126K $34.7M
VEA
Vanguard Ftse Developed Market

ETFs
312K
New
$47.6 - $53.31 $14.8M - $16.6M
312K $16.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
243K
+ 33.9%
$44.83 - $47.42 $10.9M - $11.5M
958K $45.1M
VIG
Vanguard Dividend Appreciation

ETFs
65K
New
$182.15 - $182.15 $11.8M - $11.8M
65K $11.8M
WMT
Walmart Inc.

Consumer Defensive
138K
New
$66.91 - $81.4 $9.24M - $11.2M
138K $11.1M
WFC
Wells Fargo & Company

Financial Services
193K
New
$51.58 - $60.97 $9.97M - $11.8M
193K $10.9M
VGT
Vanguard Information Technolog

ETFs
17.9K
New
$514.43 - $606.85 $9.21M - $10.9M
17.9K $10.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
183K
New
$45.87 - $48.53 $8.4M - $8.89M
183K $8.83M
EFV
Msci Eafe Value ETF

ETFs
122K
+ 109.23%
$51.72 - $57.96 $6.31M - $7.08M
234K $13.5M
VZ
Verizon Communications Inc

Communication Services
160K
New
$38.89 - $45.0 $6.21M - $7.18M
160K $7.17M
GLD
Spdr Gold Trust

ETFs
22.7K
+ 59.87%
$215.56 - $246.98 $4.9M - $5.62M
60.7K $14.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
76.8K
New
$79.29 - $84.02 $6.09M - $6.45M
76.8K $6.43M
TLT
Ishares Barclays 20+ Year Trea

ETFs
61.3K
+ 136.72%
$89.91 - $101.33 $5.51M - $6.21M
106K $10.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.6K
+ 91.29%
$61.11 - $67.85 $5.11M - $5.68M
175K $11.9M
META
Meta Platforms, Inc.

Communication Services
1.28K
+ 1.77%
$453.41 - $572.44 $581K - $734K
73.9K $42.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
33K
+ 9.92%
$93.22 - $103.58 $3.08M - $3.42M
366K $37.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.3K
+ 15.62%
$96.25 - $101.98 $3.78M - $4M
291K $29.4M
VUG
Vanguard Growth ETF

ETFs
11.5K
+ 24.31%
$341.08 - $391.94 $3.93M - $4.51M
58.9K $22.6M
ZTS
Zoetis Inc.

Healthcare
24.8K
New
$172.58 - $196.48 $4.28M - $4.87M
24.8K $4.84M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
58.5K
+ 24.94%
$56.88 - $63.65 $3.33M - $3.72M
293K $18.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
56.2K
New
$76.94 - $79.54 $4.33M - $4.47M
56.2K $4.47M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
87K
New
$44.9 - $47.55 $3.91M - $4.14M
87K $4.11M
WM
Waste Management Inc

Industrials
19.6K
New
$196.96 - $223.45 $3.85M - $4.37M
19.6K $4.06M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
46.8K
New
$75.88 - $83.21 $3.55M - $3.89M
46.8K $3.89M
MRO
Marathon Oil Corp

Energy
138K
New
$25.87 - $29.26 $3.57M - $4.04M
138K $3.68M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
38.4K
New
$92.1 - $95.52 $3.54M - $3.67M
38.4K $3.67M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.73K
+ 0.48%
$31.05 - $34.29 $240K - $265K
1.6M $55M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
59.2K
+ 25.27%
$44.24 - $49.47 $2.62M - $2.93M
293K $14.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14K
+ 12.04%
$162.64 - $179.3 $2.27M - $2.5M
130K $23.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
26.5K
New
$117.9 - $128.2 $3.13M - $3.4M
26.5K $3.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
53.7K
New
$56.52 - $63.23 $3.03M - $3.39M
53.7K $3.3M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
51.1K
New
$62.4 - $62.4 $3.19M - $3.19M
51.1K $3.19M
MCO
Moodys Corp

Financial Services
193
+ 0.35%
$421.49 - $494.67 $81.3K - $95.5K
55.7K $26.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
116K
New
$24.86 - $26.33 $2.88M - $3.05M
116K $3.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
46.4K
New
$58.03 - $65.37 $2.69M - $3.03M
46.4K $3M
MCD
Mcdonalds Corp

Consumer Cyclical
632
+ 1.13%
$245.82 - $304.51 $155K - $192K
56.5K $17.2M
CHRD
Oasis Petroleum Inc.

Energy
22.6K
New
$128.01 - $176.98 $2.89M - $3.99M
22.6K $2.94M
EQR
Equity Residential

Real Estate
35.3K
+ 79.75%
$67.19 - $78.09 $2.37M - $2.76M
79.6K $5.93M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
42.2K
+ 33.15%
$56.04 - $62.99 $2.37M - $2.66M
170K $10.4M
LMT
Lockheed Martin Corp

Industrials
1.98K
+ 14.17%
$460.3 - $584.56 $909K - $1.15M
15.9K $9.3M
PLTR
Palantir Technologies Inc.

Technology
27.1K
+ 19.04%
$24.09 - $37.95 $652K - $1.03M
169K $6.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
55.5K
+ 534.69%
$44.65 - $47.21 $2.48M - $2.62M
65.8K $3.08M
ABBV
Abb Vie Inc.

Healthcare
433
+ 0.46%
$163.84 - $199.33 $70.9K - $86.3K
93.9K $18.5M
AVLV
American Centy ETF Tr Avantis
31.2K
+ 28.14%
$60.05 - $65.83 $1.87M - $2.05M
142K $9.35M
IVE
Ishares S&P 500 Value ETF

ETFs
7.57K
+ 12.96%
$181.06 - $197.17 $1.37M - $1.49M
66K $13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.59K
+ 0.94%
$434.77 - $502.96 $690K - $799K
170K $83.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.85K
New
$460.0 - $505.78 $2.23M - $2.45M
4.85K $2.26M
DFAI
Dimensional ETF Tr

ETFs
23.9K
+ 3.45%
$28.69 - $32.06 $687K - $767K
717K $22.8M
AGCO
Agco Corp

Industrials
21.7K
New
$84.99 - $103.52 $1.84M - $2.25M
21.7K $2.12M
Activity Summary
Buys All Purchases 584 New Holdings 171 Increased Positions 413 Sells All Sells 362 Reductions 362 Sold out 0 Options Calls 3 Puts 1
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