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
DFSI
Dimensional ETF Tr Dimen Intl
207
+ 0.27%
N/A
77.6K $0
Ge Vernova Inc
1.07K
+ 29.87%
N/A
4.67K $0
First Tr Exchange Traded Fd
11K
+ 117.09%
N/A
20.4K $0
GIGB
Goldman Sachs ETF Access Invt
93
+ 1.8%
N/A
5.26K $0
Ge Healthcare Technologies I
382
+ 4.42%
N/A
9.03K $0
Simplify Exchange Traded Fun
414
+ 5.81%
N/A
7.54K $0
Franklin Templeton ETF Tr
1.14K
+ 7.62%
N/A
16K $0
Grayscale Ethereum Trust ETF
4.06K
+ 24.45%
N/A
20.7K $0
Gsk PLC
484
+ 5.03%
N/A
10.1K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$54.54 - $61.04 $54.5 - $61
15.8K $881K
Atlassian Corporation
83
+ 2.24%
N/A
3.79K $0
JGRO
J P Morgan Exchange Traded Fd
3.94K
+ 12.76%
N/A
34.8K $0
Morgan Stanley ETF Trust
1.01K
+ 15.5%
N/A
7.53K $0
Ishares Bitcoin Trust ETF
6.08K
+ 24.04%
N/A
31.4K $0
Natwest Group PLC
1.41K
+ 13.27%
N/A
12K $0
Npk International Inc
114
+ 1.12%
N/A
10.3K $0
Annaly Capital Management In
3.77K
+ 8.84%
N/A
46.4K $0
Blackrock ETF Trust Ii
10.8K
+ 9.57%
N/A
124K $0
LCTD
Blackrock ETF World Ex Us Carb
3.84K
+ 77.58%
N/A
8.79K $0
Bitwise Bitcoin ETF Tr
9.72K
+ 21.04%
N/A
55.9K $0
J P Morgan Exchange Traded F
25.9K
+ 127.12%
N/A
46.2K $0
Jacobs Solutions Inc
1.87K
+ 75.37%
N/A
4.36K $0
ISCB
International Speedway Corp

ETFs
23
+ 0.09%
$57.44 - $64.3 $1.32K - $1.48K
24.5K $1.43M
Kenvue Inc
3.19K
+ 19.84%
N/A
19.2K $0
Lithium Amers Corp New
5K
+ 46.19%
N/A
15.8K $0
Arm Holdings PLC
2.57K
+ 35.27%
N/A
9.86K $0
Cava Group Inc
1.94K
+ 89.68%
N/A
4.1K $0
Linde PLC
2.29K
+ 53.56%
N/A
6.57K $0
Liberty Global LTD
4.65K
+ 22.0%
N/A
25.8K $0
LVHI
Franklin International Low Vol

ETFs
379
+ 1.74%
$29.98 - $31.57 $11.4K - $12K
22.1K $674K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.8K
+ 1.83%
$48.33 - $49.08 $135K - $137K
156K $7.55M
RNR
Renaissancere Holdings LTD

Financial Services
84
+ 8.73%
$241.97 - $287.47 $20.3K - $24.1K
1.05K $260K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
127
+ 0.67%
$15.07 - $15.75 $1.91K - $2K
19.1K $291K
ICSH
Blackrock Ultra Short Term Bon

ETFs
85
+ 0.44%
$50.35 - $50.69 $4.28K - $4.31K
19.5K $984K
BNTX
Bio N Tech Se

Healthcare
224
+ 3.95%
$99.72 - $122.68 $22.3K - $27.5K
5.9K $672K
FNDB
Schwab Fundamental U S Broad M

ETFs
10.2K
+ 200.0%
$23.07 - $70.32 $235K - $715K
15.3K $354K
SAN
Banco Santander, S.A.

Financial Services
1.26K
+ 8.32%
$4.49 - $5.05 $5.67K - $6.37K
16.4K $74K
RDVY
First Trust Rising Dividend Ac

ETFs
24
+ 0.04%
$58.65 - $64.37 $1.41K - $1.54K
66.7K $3.95M
AA
Alcoa Corp

Basic Materials
35
+ 0.59%
$36.62 - $47.42 $1.28K - $1.66K
6.02K $227K
HIG
Hartford Financial Services Group, Inc.

Financial Services
163
+ 6.11%
$107.06 - $123.74 $17.5K - $20.2K
2.83K $309K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
36
+ 0.8%
$45.38 - $46.88 $1.63K - $1.69K
4.56K $207K
SCHA
Schwab Strategic Tr Us Small C

ETFs
64.8K
+ 98.95%
$25.33 - $51.16 $1.64M - $3.31M
130K $3.37M
FFIN
First Financial Bankshares Inc

Financial Services
119
+ 1.31%
$35.49 - $43.05 $4.22K - $5.12K
9.22K $332K
HEFA
Ishares Currency Hedged Msci E

ETFs
418
+ 1.52%
$34.42 - $35.88 $14.4K - $15K
27.9K $967K
URTH
Ishares Msci World ETF

ETFs
3
+ 0.12%
$153.73 - $162.67 $461 - $488
2.56K $397K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.64K
+ 8.2%
$9.25 - $10.62 $15.2K - $17.4K
21.6K $210K
BP
Bp PLC

Energy
319
+ 3.89%
$28.16 - $33.14 $8.98K - $10.6K
8.52K $251K
DGRO
Ishares Core Dividend Growth E

ETFs
44
+ 0.62%
$60.73 - $64.94 $2.67K - $2.86K
7.18K $440K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
518
+ 3.31%
$17.21 - $18.41 $8.91K - $9.54K
16.2K $279K
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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