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
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.15K
+ 132.87%
$24.31 - $49.53 $198K - $404K
14.3K $348K
FSK
Fs Kkr Capital Corp

Financial Services
689
+ 4.99%
$19.71 - $22.22 $13.6K - $15.3K
14.5K $315K
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.62K
+ 28.97%
$71.56 - $85.77 $116K - $139K
7.21K $515K
VTWV
Vanguard Russell 2000 Value Et

ETFs
335
+ 14.29%
$143.69 - $159.92 $48.1K - $53.6K
2.68K $387K
KEY
Keycorp

Financial Services
2.01K
+ 11.04%
$16.21 - $19.97 $32.5K - $40K
20.2K $345K
AON
Aon PLC

Financial Services
52
+ 3.02%
$344.14 - $393.31 $17.9K - $20.5K
1.77K $636K
SYY
Sysco Corp

Consumer Defensive
672
+ 10.11%
$73.63 - $81.77 $49.5K - $54.9K
7.32K $559K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
100
+ 10.47%
$229.83 - $258.46 $23K - $25.8K
1.06K $260K
AZO
Autozone Inc

Consumer Cyclical
11
+ 11.58%
$2981.19 - $3370.27 $32.8K - $37.1K
106 $339K
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
+ 4.6%
$316.94 - $357.88 $15.8K - $17.9K
1.14K $390K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
127K
+ 211.83%
$26.93 - $84.95 $3.41M - $10.8M
187K $5.1M
SJM
J M Smucker CO

Consumer Defensive
941
+ 16.27%
$106.92 - $121.75 $101K - $115K
6.72K $740K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
4.6K
+ 42.83%
$10.55 - $11.6 $48.6K - $53.4K
15.4K $163K
EA
Electronic Arts Inc.

Communication Services
147
+ 2.38%
$140.69 - $167.97 $20.7K - $24.7K
6.32K $924K
HWM
Howmet Aerospace Inc.

Industrials
115
+ 4.12%
$99.72 - $120.09 $11.5K - $13.8K
2.9K $317K
CTSH
Cognizant Technology Solutions Corp

Technology
507
+ 8.89%
$74.37 - $82.32 $37.7K - $41.7K
6.21K $477K
LPX
Louisiana Pacific Corp

Industrials
447
+ 18.02%
$98.02 - $120.27 $43.8K - $53.8K
2.93K $303K
VTRS
Viatris Inc

Healthcare
1.76K
+ 9.91%
$11.32 - $13.37 $19.9K - $23.6K
19.5K $243K
TM
Toyota Motor Corp

Consumer Cyclical
87
+ 6.97%
$169.2 - $199.52 $14.7K - $17.4K
1.34K $259K
WABC
Westamerica Bancorporation

Financial Services
26
+ 0.24%
$47.14 - $58.54 $1.23K - $1.52K
10.9K $569K
L
Loews Corp

Financial Services
183
+ 5.86%
$76.49 - $87.05 $14K - $15.9K
3.31K $279K
CTRA
Coterra Energy Inc.

Energy
749
+ 8.58%
$22.71 - $27.63 $17K - $20.7K
9.48K $242K
ADSK
Autodesk, Inc.

Technology
129
+ 4.62%
N/A
2.92K $718K
RGA
Reinsurance Group Of America Inc

Financial Services
172
+ 14.2%
$201.26 - $231.95 $34.6K - $39.9K
1.38K $295K
PLD
Prologis, Inc.

Real Estate
1.52K
+ 24.12%
$101.4 - $126.96 $154K - $193K
7.81K $825K
VMI
Valmont Industries Inc

Industrials
14
+ 0.88%
$287.0 - $352.14 $4.02K - $4.93K
1.6K $489K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
149
+ 1.93%
$43.37 - $51.46 $6.46K - $7.67K
7.88K $379K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
4.59K
+ 13.85%
$23.11 - $25.17 $106K - $115K
37.7K $871K
YUM
Yum Brands Inc

Consumer Cyclical
660
+ 6.14%
$130.36 - $139.54 $86K - $92.1K
11.4K $1.53M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5
+ 0.08%
$105.85 - $112.84 $529 - $564
6.66K $734K
IDA
Idacorp Inc

Utilities
112
+ 4.13%
$100.11 - $118.96 $11.2K - $13.3K
2.83K $308K
WDAY
Workday, Inc.

Technology
28
+ 1.76%
$233.85 - $279.91 $6.55K - $7.84K
1.62K $418K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
149
+ 10.28%
$159.11 - $178.39 $23.7K - $26.6K
1.6K $262K
RSG
Republic Services, Inc.

Industrials
145
+ 14.2%
$198.0 - $218.75 $28.7K - $31.7K
1.17K $234K
MU
Micron Technology Inc

Technology
5.27K
+ 24.8%
$84.16 - $113.41 $443K - $597K
26.5K $2.23M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
454
+ 0.89%
N/A
51.5K $3.21M
XEL
Xcel Energy Inc

Utilities
231
+ 4.05%
$62.16 - $72.92 $14.4K - $16.8K
5.94K $400K
DEO
Diageo PLC

Consumer Defensive
405
+ 22.34%
$118.0 - $139.88 $47.8K - $56.7K
2.22K $281K
EME
Emcor Group, Inc.

Industrials
19
+ 2.5%
$427.96 - $526.95 $8.13K - $10K
778 $353K
ES
Eversource Energy

Utilities
1.1K
+ 31.56%
$55.9 - $67.73 $61.7K - $74.8K
4.6K $264K
FICO
Fair Isaac Corp

Technology
10
+ 8.33%
$1911.01 - $2382.4 $19.1K - $23.8K
130 $258K
VTWG
Vanguard Russell 2000 Growth E

ETFs
96
+ 6.14%
$202.91 - $229.76 $19.5K - $22.1K
1.66K $348K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
41
+ 1.33%
$278.19 - $315.36 $11.4K - $12.9K
3.13K $901K
FNDA
Schwab Fundamental U S Small C

ETFs
8.08K
+ 111.35%
$29.26 - $59.11 $237K - $478K
15.3K $455K
MSCI
Msci Inc.

Financial Services
20
+ 3.6%
$569.09 - $635.99 $11.4K - $12.7K
575 $345K
GPC
Genuine Parts CO

Consumer Cyclical
811
+ 25.8%
$113.11 - $143.63 $91.7K - $116K
3.95K $461K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
35
+ 1.18%
$417.69 - $450.94 $14.6K - $15.8K
2.99K $1.27M
ALL
Allstate Corp

Financial Services
62
+ 2.12%
$181.25 - $208.2 $11.2K - $12.9K
2.99K $576K
VRSK
Verisk Analytics, Inc.

Industrials
55
+ 7.35%
$262.86 - $294.75 $14.5K - $16.2K
803 $221K
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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