Perigon Wealth Management, LLC Incresed Positions in Q1 2024

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
88.9K
+ 68.72%
$469.56 - $525.73 $41.8M - $46.7M
218K $115M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
721K
+ 639.73%
$22.51 - $23.08 $16.2M - $16.6M
834K $19M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
313K
+ 79.99%
$45.02 - $46.27 $14.1M - $14.5M
703K $32.1M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
189K
+ 1139.28%
$55.4 - $60.38 $10.5M - $11.4M
205K $12.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
183K
+ 1908.9%
$47.06 - $52.87 $8.62M - $9.69M
193K $10.2M
IVE
Ishares S&P 500 Value ETF

ETFs
51K
+ 2369.07%
$171.09 - $186.81 $8.73M - $9.53M
53.2K $9.93M
AVDV
American Centy ETF Tr Avantis

ETFs
127K
+ 3127.87%
$59.95 - $65.89 $7.6M - $8.35M
131K $8.61M
DFSV
Dimensional ETF Tr Dimensional

ETFs
239K
+ 3267.58%
$27.45 - $30.1 $6.56M - $7.19M
246K $7.41M
IYW
Ishares Dj Us Tech ETF

ETFs
38.3K
+ 43.29%
$117.5 - $136.59 $4.5M - $5.24M
127K $17.1M
PPA
Invesco Exchange Traded Fd Tr

ETFs
55.6K
+ 255.44%
$89.11 - $101.71 $4.96M - $5.66M
77.4K $7.86M
AVLV
American Centy ETF Tr Avantis
75.4K
+ 254.19%
$56.46 - $64.26 $4.26M - $4.85M
105K $6.76M
IEF
Ishares Barclays

ETFs
54.3K
+ 73.7%
$93.54 - $96.82 $5.08M - $5.26M
128K $12.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
+ 1.92%
$359.29 - $420.52 $393K - $460K
58.1K $24.4M
VUG
Vanguard Growth ETF

ETFs
9.63K
+ 44.28%
$301.05 - $346.61 $2.9M - $3.34M
31.4K $10.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
43.1K
+ 277.64%
$82.58 - $89.9 $3.56M - $3.88M
58.7K $5.28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
44.1K
+ 46.36%
$73.11 - $80.04 $3.22M - $3.53M
139K $11.1M
MRK
Merck & Co., Inc.

Healthcare
1.91K
+ 1.19%
$113.24 - $131.95 $216K - $251K
162K $21.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
32.3K
+ 24.13%
$102.35 - $110.52 $3.3M - $3.57M
166K $18.4M
HD
Home Depot, Inc.

Consumer Cyclical
199
+ 0.2%
$338.26 - $395.2 $67.3K - $78.6K
102K $39M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41K
+ 18.89%
$96.75 - $99.37 $3.96M - $4.07M
258K $25.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
61.3K
+ 102.72%
$52.7 - $57.65 $3.23M - $3.53M
121K $6.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
379K
+ 420.18%
$56.98 - $284.98 $21.6M - $108M
469K $28.5M
XOM
Exxon Mobil Corp

Energy
12.9K
+ 11.15%
$96.8 - $116.24 $1.24M - $1.49M
128K $14.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.15K
+ 1.88%
$80.6 - $93.32 $415K - $481K
279K $25.9M
DFAE
Dimensional ETF Tr

ETFs
111K
+ 25.72%
$22.74 - $24.88 $2.53M - $2.76M
543K $13.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
67.8K
+ 377.04%
$31.29 - $34.9 $2.12M - $2.37M
85.8K $2.99M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.97K
+ 32.2%
$902.69 - $993.35 $1.78M - $1.95M
8.08K $7.78M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
23K
+ 92.29%
$98.36 - $99.47 $2.27M - $2.29M
48K $4.77M
AVUS
American Centy ETF Tr Avantis

ETFs
20K
+ 34.26%
$79.93 - $89.5 $1.6M - $1.79M
78.4K $7.02M
XLV
Select Sector Spdr Fund Health

ETFs
5.61K
+ 4.72%
$138.48 - $147.86 $777K - $829K
124K $18.4M
DFAI
Dimensional ETF Tr

ETFs
38.6K
+ 6.17%
$27.74 - $30.27 $1.07M - $1.17M
665K $20.1M
AVGO
Broadcom Inc.

Technology
60
+ 0.61%
$1049.01 - $1407.01 $62.9K - $84.4K
9.96K $13.2M
MUB
Ishares National Muni Bond ETF

ETFs
20.3K
+ 11.64%
$107.41 - $108.76 $2.18M - $2.21M
195K $21M
EFG
Msci Eafe Growth ETF

ETFs
15.2K
+ 27.36%
$93.77 - $104.85 $1.43M - $1.6M
70.9K $7.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.3K
+ 30.72%
$50.77 - $58.11 $1.23M - $1.41M
103K $6.01M
DSI
Ishares Msci Kld 400 Social Et

ETFs
17.3K
+ 115.0%
$89.27 - $100.81 $1.55M - $1.75M
32.4K $3.27M
CAT
Caterpillar Inc

Industrials
605
+ 2.61%
$278.63 - $366.43 $169K - $222K
23.8K $8.71M
APP
App Lovin Corp

Technology
17
+ 0.03%
$38.11 - $72.6 $648 - $1.23K
63.3K $4.38M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
33.4K
+ 202.39%
$50.32 - $50.74 $1.68M - $1.69M
49.9K $2.53M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.82K
+ 1.68%
$35.71 - $39.11 $351K - $384K
595K $23.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.9K
+ 3.96%
$68.82 - $75.98 $475K - $524K
181K $13.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
29.8K
+ 27.71%
$50.23 - $50.49 $1.5M - $1.5M
137K $6.92M
AMD
Advanced Micro Devices Inc

Technology
1.87K
+ 5.51%
$135.32 - $211.38 $253K - $395K
35.8K $6.46M
BNDX
Vanguard Total International B

ETFs
29.5K
+ 104.94%
$48.47 - $49.33 $1.43M - $1.45M
57.6K $2.83M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
59.1K
+ 82.92%
$23.14 - $23.52 $1.37M - $1.39M
130K $3.06M
VTV
Vanguard Value ETF

ETFs
4.5K
+ 9.66%
$147.46 - $162.86 $663K - $732K
51K $8.31M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.8K
+ 623.0%
$102.54 - $108.16 $1.32M - $1.39M
14.9K $1.57M
ADP
Automatic Data Processing Inc

Industrials
3.84K
+ 19.85%
$232.51 - $255.87 $894K - $984K
23.2K $5.8M
C
Citigroup Inc

Financial Services
12.5K
+ 34.07%
$51.11 - $63.24 $638K - $789K
49.1K $3.1M
Activity Summary
Buys All Purchases 545 New Holdings 114 Increased Positions 431 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 2 Puts 0
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