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
GRMN
Garmin LTD

Technology
166
+ 9.82%
$161.91 - $220.77 $26.9K - $36.6K
1.86K $382K
IWS
Ishares Russell Midcap Value E

ETFs
707
+ 26.82%
$128.08 - $140.32 $90.6K - $99.2K
3.34K $432K
CB
Chubb LTD

Financial Services
618
+ 8.31%
$271.57 - $301.89 $168K - $187K
8.05K $2.23M
MAIN
Main Street Capital Corp

Financial Services
137
+ 1.56%
$49.95 - $58.58 $6.84K - $8.03K
8.91K $521K
TFC
Truist Financial Corp

Financial Services
1.66K
+ 18.1%
$41.51 - $48.1 $68.9K - $79.9K
10.8K $470K
AVEM
American Centy ETF Tr Avantis

ETFs
6.08K
+ 12.56%
$58.59 - $66.14 $356K - $402K
54.5K $3.2M
FHN
First Horizon Corp

Financial Services
1.15K
+ 9.95%
$14.91 - $21.42 $17.1K - $24.6K
12.7K $255K
ROK
Rockwell Automation, Inc

Industrials
94
+ 3.38%
$264.65 - $302.92 $24.9K - $28.5K
2.88K $822K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.03K
+ 25.59%
$56.08 - $68.53 $114K - $139K
9.94K $558K
DFS
Discover Financial Services

Financial Services
67
+ 3.53%
$136.3 - $182.67 $9.13K - $12.2K
1.97K $340K
AIG
American International Group, Inc.

Financial Services
1.02K
+ 18.35%
$70.0 - $79.22 $71.3K - $80.7K
6.57K $478K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
5.77K
+ 49.92%
$13.12 - $14.37 $75.7K - $82.9K
17.3K $235K
FOUR
Shift4 Payments, Inc.

Technology
133
+ 3.52%
$88.26 - $114.95 $11.7K - $15.3K
3.91K $405K
GPN
Global Payments Inc

Industrials
335
+ 9.7%
$97.57 - $119.38 $32.7K - $40K
3.79K $424K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.23K
+ 21.1%
$7.33 - $12.37 $23.7K - $40K
18.5K $196K
HPE
Hewlett Packard Enterprise CO

Technology
1.67K
+ 4.27%
$19.31 - $23.95 $32.3K - $40K
40.8K $870K
AJG
Arthur J. Gallagher & Co.

Financial Services
231
+ 19.41%
$278.49 - $315.16 $64.3K - $72.8K
1.42K $403K
VMEO
Vimeo, Inc.

Technology
68
+ 0.13%
$4.68 - $7.32 $318 - $498
50.9K $325K
SAP
Sap Se

Technology
102
+ 4.14%
$218.13 - $255.54 $22.2K - $26.1K
2.57K $632K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
87
+ 0.48%
$100.18 - $109.1 $8.72K - $9.49K
18.1K $1.9M
IWV
Ishares Russell 3000 ETF

ETFs
161
+ 9.32%
$323.08 - $349.08 $52K - $56.2K
1.89K $631K
SNA
Snap On Inc

Industrials
75
+ 9.46%
$285.44 - $371.35 $21.4K - $27.9K
868 $294K
AVSU
American Centy ETF Tr Avantis

ETFs
935
+ 27.58%
$64.29 - $69.59 $60.1K - $65.1K
4.33K $285K
BK
Bank Of New York Mellon Corp

Financial Services
431
+ 7.26%
$70.82 - $81.87 $30.5K - $35.3K
6.37K $489K
CBRE
Cbre Group, Inc.

Real Estate
364
+ 16.58%
$119.22 - $140.71 $43.4K - $51.2K
2.56K $335K
USB
Us Bancorp \De\

Financial Services
394
+ 1.96%
$43.98 - $53.66 $17.3K - $21.1K
20.5K $981K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.46K
+ 3.95%
$88.59 - $94.57 $218K - $232K
64.7K $5.75M
ABC
Amerisourcebergen Corp

Healthcare
325
+ 15.46%
N/A
2.43K $449K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.29K
+ 1.19%
$20.98 - $21.19 $48.1K - $48.6K
196K $4.12M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.4K
+ 12.65%
$21.45 - $24.97 $30K - $34.9K
12.5K $298K
PKG
Packaging Corp Of America

Consumer Cyclical
206
+ 17.14%
$211.98 - $248.85 $43.7K - $51.3K
1.41K $316K
MET
Metlife Inc

Financial Services
759
+ 10.3%
$78.15 - $88.25 $59.3K - $67K
8.13K $665K
COP
Conocophillips

Energy
1.03K
+ 14.35%
$95.12 - $114.72 $97.8K - $118K
8.19K $812K
TT
Trane Technologies PLC

Industrials
243
+ 14.47%
$369.35 - $419.14 $89.8K - $102K
1.92K $709K
PGR
Progressive Corp

Financial Services
478
+ 11.88%
$239.6 - $268.88 $115K - $129K
4.5K $1.08M
SF
Stifel Financial Corp

Financial Services
153
+ 4.53%
$93.4 - $117.72 $14.3K - $18K
3.53K $374K
ETR
Entergy Corp

Utilities
2.35K
+ 105.9%
$73.19 - $156.4 $172K - $368K
4.58K $346K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
286
+ 1.19%
$69.3 - $74.3 $19.8K - $21.2K
24.2K $1.73M
KR
Kroger CO

Consumer Defensive
253
+ 2.64%
$55.21 - $63.3 $14K - $16K
9.83K $601K
XLC
Select Sector Spdr Tr Communic

ETFs
75
+ 1.09%
$89.66 - $102.16 $6.72K - $7.66K
6.95K $672K
ENB
Enbridge Inc

Energy
856
+ 11.79%
$40.4 - $43.92 $34.6K - $37.6K
8.11K $344K
AMGN
Amgen Inc

Healthcare
3.24K
+ 25.07%
$258.78 - $328.31 $837K - $1.06M
16.1K $4.21M
ORCC
Owl Rock Capital Corp

Financial Services
3.62K
+ 14.21%
N/A
29.1K $389K
FISV
Fiserv Inc

Technology
384
+ 12.07%
N/A
3.57K $446K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.64K
+ 24.8%
$34.04 - $35.66 $56K - $58.6K
8.27K $284K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
860
+ 23.56%
$89.81 - $104.0 $77.2K - $89.4K
4.51K $406K
PH
Parker Hannifin Corp

Industrials
65
+ 8.78%
$621.74 - $709.46 $40.4K - $46.1K
805 $512K
CAH
Cardinal Health Inc

Healthcare
247
+ 12.97%
$107.89 - $125.33 $26.6K - $31K
2.15K $254K
APD
Air Products & Chemicals, Inc.

Basic Materials
184
+ 15.13%
$285.5 - $335.62 $52.5K - $61.8K
1.4K $406K
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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