Perigon Wealth Management, LLC Incresed Positions in Q4 2024

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
75.3K
+ 12.22%
$25.36 - $28.15 $1.91M - $2.12M
692K $17.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
20.4K
+ 19.21%
$87.1 - $98.49 $1.78M - $2.01M
127K $11M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43.6K
+ 5.36%
$22.39 - $23.45 $976K - $1.02M
857K $19.7M
HES
Hess Corp

Energy
4.7K
+ 158.92%
$127.66 - $148.65 $600K - $699K
7.66K $1.02M
VTC
Vanguard Scottsdale Fds Total

ETFs
9.26K
+ 36.91%
$75.59 - $79.31 $700K - $734K
34.3K $2.6M
IFRA
Ishares Tr

ETFs
13.6K
+ 43.77%
$45.94 - $51.71 $624K - $703K
44.6K $2.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.91K
+ 49.91%
$178.39 - $215.0 $519K - $626K
8.75K $1.69M
COIN
Coinbase Global, Inc.

Technology
283
+ 3.78%
$163.17 - $343.62 $46.2K - $97.2K
7.76K $1.93M
AVDV
American Centy ETF Tr Avantis

ETFs
21.4K
+ 14.81%
$63.85 - $70.4 $1.37M - $1.51M
166K $10.8M
IEMG
Ishares Inc

ETFs
10.7K
+ 4.93%
N/A
228K $12.2M
VST
Vistra Corp.

Utilities
3.68K
+ 201.09%
$115.74 - $166.61 $426K - $613K
5.51K $760K
EFG
Msci Eafe Growth ETF

ETFs
20K
+ 15.46%
$96.83 - $106.88 $1.93M - $2.13M
149K $14.4M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
9.62K
+ 77.89%
$64.62 - $71.43 $622K - $687K
22K $1.42M
TXN
Texas Instruments Inc

Technology
2.71K
+ 14.05%
N/A
22K $4.29M
VTV
Vanguard Value ETF

ETFs
4.74K
+ 8.73%
$168.32 - $181.87 $797K - $861K
59K $9.99M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.58K
+ 13.48%
$77.86 - $79.27 $590K - $601K
63.8K $4.98M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
7.03K
+ 20.95%
$62.07 - $66.61 $436K - $468K
40.6K $2.6M
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.07%
$473.15 - $574.01 $2.37K - $2.87K
7.48K $3.98M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.67K
+ 15.89%
$160.89 - $176.18 $590K - $646K
26.7K $4.33M
DELL
Dell Technologies Inc.

Technology
4.13K
+ 48.77%
$111.96 - $144.21 $463K - $596K
12.6K $1.45M
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.11K
+ 49.61%
$83.09 - $89.28 $425K - $456K
15.4K $1.31M
USXF
Ishares Esg Advanced Msci Usa

Technology
8.61K
+ 30.39%
$48.45 - $52.57 $417K - $453K
37K $1.84M
BBSC
Jp Morgan Exc Trd Tr Betabuild
6.46K
+ 124.55%
$65.65 - $74.87 $424K - $484K
11.7K $793K
NEE
Nextera Energy Inc

Utilities
15.3K
+ 29.73%
$69.77 - $85.43 $1.07M - $1.31M
66.7K $4.78M
HYLB
Xtrackers Usd High Yield Corp

ETFs
12.7K
+ 36.39%
$35.95 - $36.76 $456K - $466K
47.5K $1.71M
GBIL
Goldman Sachs Access Treasury

ETFs
4.43K
+ 10.66%
$99.85 - $100.22 $442K - $444K
46K $4.6M
PCAR
Paccar Inc

Industrials
3.96K
+ 140.58%
$97.92 - $118.41 $388K - $469K
6.78K $705K
T
At&T Inc.

Communication Services
14.8K
+ 13.71%
$21.22 - $23.88 $313K - $352K
122K $2.79M
IDEV
Ishares Core Msci Intl Develop

ETFs
14.5K
+ 17.7%
$64.18 - $70.42 $928K - $1.02M
96.2K $6.2M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.42K
+ 14.79%
$76.72 - $82.83 $416K - $449K
42K $3.25M
DFIV
Dimensional ETF Tr

ETFs
18K
+ 19.56%
$34.86 - $37.97 $626K - $682K
110K $3.9M
FNDX
Schwab Fundamental U S Large C

ETFs
67.8K
+ 269.38%
$23.49 - $71.77 $1.59M - $4.86M
92.9K $2.2M
FTNT
Fortinet, Inc.

Technology
1.81K
+ 14.48%
$76.49 - $99.21 $139K - $180K
14.3K $1.35M
ITW
Illinois Tool Works Inc

Industrials
1.68K
+ 23.35%
$253.56 - $278.5 $427K - $469K
8.89K $2.25M
DFAU
Dimensional ETF Tr

ETFs
1.09K
+ 0.27%
$39.27 - $42.38 $42.9K - $46.3K
400K $16.2M
ELV
Elevance Health, Inc.

Healthcare
1.87K
+ 83.71%
$365.96 - $514.62 $683K - $960K
4.1K $1.51M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.87K
+ 4.53%
$124.61 - $133.96 $234K - $251K
43.3K $5.57M
ISRG
Intuitive Surgical Inc

Healthcare
350
+ 6.42%
$471.27 - $550.62 $165K - $193K
5.8K $3.03M
HYLS
First Tr Tactical High Yield L

ETFs
8.63K
+ 68.21%
$41.29 - $42.03 $356K - $363K
21.3K $879K
CGDV
Capital Group Divid Value ETF

ETFs
10.9K
+ 28.74%
$35.16 - $37.12 $383K - $404K
48.8K $1.72M
DE
Deere & CO

Industrials
515
+ 2.84%
$389.45 - $466.0 $201K - $240K
18.7K $7.91M
LEN
Lennar Corp

Consumer Cyclical
3.44K
+ 126.48%
$136.2 - $188.96 $469K - $651K
6.17K $840K
EBND
Spdr Bloomberg Emerging Market

ETFs
21.8K
+ 39.19%
$19.53 - $21.1 $426K - $460K
77.5K $1.51M
PANW
Palo Alto Networks Inc

Technology
8.41K
+ 111.93%
$181.96 - $405.9 $1.53M - $3.41M
15.9K $2.9M
HON
Honeywell International Inc

Industrials
175
+ 1.17%
$202.84 - $236.0 $35.5K - $41.3K
15.2K $3.43M
SOFI
So Fi Technologies, Inc.

Financial Services
2.05K
+ 5.35%
$7.63 - $16.88 $15.6K - $34.6K
40.3K $620K
AGCO
Agco Corp

Industrials
4.45K
+ 20.52%
$89.46 - $101.89 $398K - $454K
26.1K $2.44M
XLK
Technology Sector Spdr

ETFs
535
+ 1.99%
$220.26 - $241.44 $118K - $129K
27.4K $6.37M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
7.32K
+ 93.27%
$39.5 - $41.38 $289K - $303K
15.2K $609K
Activity Summary
Buys All Purchases 680 New Holdings 116 Increased Positions 564 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 7 Puts 1
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