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
TTD
Trade Desk, Inc.

Technology
992
+ 21.62%
$108.7 - $139.51 $108K - $138K
5.58K $655K
SPYG
Spdr Portfolio

ETFs
800
+ 4.84%
$81.74 - $91.38 $65.4K - $73.1K
17.3K $1.52M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.18K
+ 12.55%
$209.89 - $233.24 $248K - $276K
10.6K $2.25M
BOH
Bank Of Hawaii Corp

Financial Services
154
+ 0.94%
$61.29 - $80.51 $9.44K - $12.4K
16.5K $1.17M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.94K
+ 41.69%
$77.23 - $82.11 $150K - $159K
6.58K $511K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
198
+ 0.8%
$31.2 - $41.46 $6.18K - $8.21K
25K $939K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.63K
+ 11.21%
$69.58 - $74.87 $183K - $197K
26K $1.82M
AME
Ametek Inc

Industrials
118
+ 0.82%
$165.89 - $197.38 $19.6K - $23.3K
14.5K $2.61M
OKE
Oneok Inc

Energy
395
+ 3.55%
$92.28 - $117.05 $36.5K - $46.2K
11.5K $1.16M
WELL
Welltower Inc.

Real Estate
1.16K
+ 48.56%
$123.11 - $139.3 $143K - $162K
3.55K $447K
PSTG
Pure Storage, Inc.

Technology
1.46K
+ 32.6%
$48.19 - $66.6 $70.1K - $96.9K
5.92K $363K
INTU
Intuit Inc

Technology
162
+ 3.5%
$602.01 - $706.25 $97.5K - $114K
4.79K $3.01M
EXC
Exelon Corp

Utilities
4.42K
+ 42.7%
$36.22 - $40.97 $160K - $181K
14.8K $556K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
307K
+ 125.23%
$18.41 - $40.87 $5.66M - $12.6M
553K $10.2M
VO
Vanguard Mid Cap ETF

ETFs
485
+ 2.45%
$261.5 - $284.63 $127K - $138K
20.3K $5.35M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.21K
+ 3.8%
$103.6 - $112.52 $125K - $136K
33K $3.46M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
421
+ 3.64%
$45.39 - $62.98 $19.1K - $26.5K
12K $680K
OEF
Ishares S&P 100 ETF

ETFs
480
+ 7.04%
N/A
7.29K $1.94M
BXSL
Blackstone Secured Lending Fund

Financial Services
183
+ 0.46%
$29.25 - $33.27 $5.35K - $6.09K
40.1K $1.3M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
18.2K
+ 14.94%
$20.55 - $23.26 $374K - $423K
140K $2.95M
SYK
Stryker Corp

Healthcare
356
+ 9.56%
$345.14 - $392.15 $123K - $140K
4.08K $1.47M
KMI
Kinder Morgan, Inc.

Energy
2.18K
+ 18.21%
$22.59 - $28.54 $49.3K - $62.3K
14.2K $388K
DDOG
Datadog, Inc.

Technology
516
+ 29.02%
$113.98 - $168.65 $58.8K - $87K
2.29K $327K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.34K
+ 20.39%
$87.42 - $98.06 $117K - $132K
7.93K $707K
GDDY
Go Daddy Inc.

Technology
269
+ 17.04%
$153.16 - $209.03 $41.2K - $56.2K
1.85K $364K
AOA
Ishares Tr Core Aggressive All

ETFs
2.33K
+ 8.52%
$76.61 - $79.88 $178K - $186K
29.6K $2.27M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 30.86%
$98.47 - $109.35 $130K - $144K
5.6K $551K
D
Dominion Energy, Inc

Utilities
2.3K
+ 59.18%
$52.63 - $60.92 $121K - $140K
6.18K $332K
GOLD
Barrick Gold Corp

Basic Materials
12.7K
+ 60.37%
$15.23 - $21.19 $194K - $270K
33.8K $524K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
951
+ 3.59%
$126.68 - $134.74 $120K - $128K
27.5K $3.51M
DASH
Door Dash, Inc.

Communication Services
47
+ 1.22%
$141.93 - $180.48 $6.67K - $8.48K
3.89K $653K
DAL
Delta Air Lines, Inc.

Industrials
382
+ 4.69%
$47.46 - $65.77 $18.1K - $25.1K
8.53K $516K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1
+ 0.0%
$19.51 - $23.42 $19.5 - $23.4
49.6K $1.09M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.16K
+ 5.05%
$4.34 - $10.57 $5.03K - $12.3K
24.1K $209K
IOO
Ishares Tr Global 100 ETF

ETFs
377
+ 0.98%
$97.46 - $103.45 $36.7K - $39K
38.8K $3.91M
DTE
Dte Energy CO

Utilities
1.43K
+ 15.07%
$117.04 - $129.77 $167K - $185K
10.9K $1.32M
IWD
Ishares Russell 1000 Val ETF

ETFs
927
+ 5.9%
$183.23 - $199.79 $170K - $185K
16.7K $3.08M
DOCS
Doximity, Inc.

Healthcare
161
+ 1.81%
$41.25 - $61.25 $6.64K - $9.86K
9.07K $484K
TMUS
T Mobile Us, Inc.

Communication Services
215
+ 6.28%
$206.1 - $246.94 $44.3K - $53.1K
3.64K $802K
EQIX
Equinix Inc

Real Estate
43
+ 4.25%
$865.69 - $985.0 $37.2K - $42.4K
1.06K $994K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.81K
+ 29.51%
$79.93 - $88.06 $145K - $159K
7.94K $635K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
3.91K
+ 35.62%
$24.66 - $27.63 $96.4K - $108K
14.9K $376K
MKL
Markel Corp

Financial Services
12
+ 2.67%
$1542.01 - $1785.11 $18.5K - $21.4K
461 $795K
TYL
Tyler Technologies Inc

Technology
165
+ 22.82%
$576.64 - $635.69 $95.1K - $105K
888 $512K
CFLT
Confluent, Inc.

Technology
91
+ 0.8%
$18.9 - $33.66 $1.72K - $3.06K
11.5K $320K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.16K
+ 7.77%
$53.94 - $58.15 $62.7K - $67.6K
16.1K $909K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.89K
+ 6.82%
$42.33 - $43.3 $122K - $125K
45.3K $1.93M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.7K
+ 32.38%
$75.65 - $83.47 $128K - $142K
6.94K $528K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.19K
+ 20.68%
$61.52 - $66.5 $73.3K - $79.2K
6.95K $443K
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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