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
RE
Everest Re Group LTD

Financial Services
129
+ 7.27%
N/A
1.9K $705K
IWP
Ishares Russell Mid Cap Growth

ETFs
61
+ 1.09%
$103.87 - $117.59 $6.34K - $7.17K
5.66K $663K
MPLX
Mplx LP

Energy
700
+ 9.12%
$40.44 - $45.07 $28.3K - $31.5K
8.38K $372K
L
Loews Corp

Financial Services
439
+ 16.36%
$73.76 - $81.96 $32.4K - $36K
3.12K $246K
IHF
Ishares Tr

ETFs
203
+ 2.86%
$51.37 - $58.67 $10.4K - $11.9K
7.31K $417K
AJG
Arthur J. Gallagher & Co.

Financial Services
73
+ 6.54%
$259.22 - $299.75 $18.9K - $21.9K
1.19K $334K
LHX
L3 Harris Technologies, Inc.

Industrials
51
+ 2.12%
$221.96 - $243.27 $11.3K - $12.4K
2.46K $585K
TFC
Truist Financial Corp

Financial Services
232
+ 2.59%
$38.22 - $44.94 $8.87K - $10.4K
9.18K $392K
COF
Capital One Financial Corp

Financial Services
99
+ 3.86%
$131.42 - $153.05 $13K - $15.2K
2.66K $398K
BR
Broadridge Financial Solutions, Inc.

Technology
96
+ 7.64%
$196.56 - $218.55 $18.9K - $21K
1.35K $290K
BOTZ
Global X Fds

ETFs
961
+ 10.58%
$27.68 - $32.27 $26.6K - $31K
10K $322K
MGA
Magna International Inc

Consumer Cyclical
1.23K
+ 11.49%
$38.03 - $45.82 $46.9K - $56.5K
12K $490K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
571
+ 9.85%
$39.66 - $43.57 $22.6K - $24.9K
6.37K $277K
GPN
Global Payments Inc

Industrials
226
+ 7.0%
$92.66 - $112.97 $20.9K - $25.5K
3.45K $353K
DTM
Dt Midstream, Inc.

Energy
91
+ 2.15%
$69.34 - $79.28 $6.31K - $7.21K
4.33K $340K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.02%
$103.09 - $113.83 $103 - $114
5.4K $604K
FIS
Fidelity National Information Services, Inc.

Technology
100
+ 2.69%
$72.8 - $85.04 $7.28K - $8.5K
3.82K $319K
ADSK
Autodesk, Inc.

Technology
175
+ 6.69%
$245.83 - $245.83 $43K - $43K
2.79K $686K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.01%
$65.27 - $72.12 $65.3 - $72.1
7.81K $551K
ROST
Ross Stores, Inc.

Consumer Cyclical
194
+ 12.71%
$136.06 - $155.24 $26.4K - $30.1K
1.72K $258K
PRU
Prudential Financial Inc

Financial Services
133
+ 2.62%
$105.53 - $127.32 $14K - $16.9K
5.21K $630K
IVZ
Invesco Ltd.

Financial Services
467
+ 4.29%
$14.85 - $17.74 $6.93K - $8.28K
11.4K $199K
IWS
Ishares Russell Midcap Value E

ETFs
33
+ 1.27%
$119.52 - $132.25 $3.94K - $4.36K
2.64K $348K
VXF
Vanguard Extended Market ETF

ETFs
14
+ 0.59%
$163.98 - $182.92 $2.3K - $2.56K
2.37K $431K
AZO
Autozone Inc

Consumer Cyclical
5
+ 5.56%
$2815.0 - $3212.87 $14.1K - $16.1K
95 $299K
IBB
Ishares Biotechnology ETF

ETFs
21
+ 0.58%
$135.09 - $149.47 $2.84K - $3.14K
3.62K $526K
ABC
Amerisourcebergen Corp

Healthcare
175
+ 9.08%
N/A
2.1K $389K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
813
+ 3.67%
$2.88 - $5.17 $2.34K - $4.2K
22.9K $107K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
82
+ 2.38%
$58.35 - $66.29 $4.78K - $5.44K
3.52K $233K
PPG
Ppg Industries Inc

Basic Materials
146
+ 7.74%
$118.32 - $134.55 $17.3K - $19.6K
2.03K $269K
SHV
Ishares Tr

ETFs
250
+ 1.16%
$110.05 - $110.63 $27.5K - $27.7K
21.9K $2.42M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.06%
$294.75 - $326.73 $295 - $327
1.73K $564K
DAL
Delta Air Lines, Inc.

Industrials
76
+ 0.94%
$37.32 - $51.8 $2.84K - $3.94K
8.15K $413K
LYG
Lloyds Banking Group PLC

Financial Services
3.57K
+ 6.65%
$2.73 - $3.17 $9.74K - $11.3K
57.2K $177K
AGNC
Agnc Investment Corp.

Real Estate
1.14K
+ 5.74%
$9.48 - $10.66 $10.8K - $12.2K
21K $219K
SQ
Block, Inc.

Technology
47
+ 0.46%
$57.21 - $72.07 $2.69K - $3.39K
10.2K $682K
DFS
Discover Financial Services

Financial Services
92
+ 5.09%
$123.41 - $144.72 $11.4K - $13.3K
1.9K $266K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
349
+ 4.66%
$36.82 - $39.74 $12.9K - $13.9K
7.84K $311K
FISV
Fiserv Inc

Technology
224
+ 7.57%
N/A
3.18K $398K
SWKS
Skyworks Solutions, Inc.

Technology
531
+ 16.72%
$96.22 - $120.68 $51.1K - $64.1K
3.71K $366K
VMI
Valmont Industries Inc

Industrials
11
+ 0.7%
$260.22 - $302.59 $2.86K - $3.33K
1.58K $458K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
12
+ 0.18%
$55.51 - $61.51 $666 - $738
6.71K $408K
GTO
Invesco Actively Managed ETF T

ETFs
285
+ 4.15%
$46.22 - $48.77 $13.2K - $13.9K
7.16K $345K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
78
+ 1.07%
$26.56 - $32.5 $2.07K - $2.54K
7.4K $230K
AA
Alcoa Corp

Basic Materials
840
+ 16.34%
$28.17 - $42.44 $23.7K - $35.6K
5.98K $230K
STZ
Constellation Brands, Inc.

Consumer Defensive
88
+ 0.99%
$236.42 - $259.82 $20.8K - $22.9K
9K $2.32M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
811
+ 4.23%
$9.55 - $11.13 $7.75K - $9.03K
20K $216K
FUBO
Fubo Tv Inc.

Communication Services
17K
New
$1.16 - $2.07 $19.7K - $35.2K
17K $24K
ESS
Essex Property Trust, Inc.

Real Estate
22
+ 0.08%
$272.82 - $272.82 $6K - $6K
27.4K $7.47M
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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