Perigon Wealth Management, LLC New Holdings in Q3 2024

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
126K
New
$253.74 - $291.56 $32M - $36.8M
126K $34.7M
VEA
Vanguard Ftse Developed Market

ETFs
312K
New
$47.6 - $53.31 $14.8M - $16.6M
312K $16.5M
VIG
Vanguard Dividend Appreciation

ETFs
65K
New
$182.15 - $182.15 $11.8M - $11.8M
65K $11.8M
WMT
Walmart Inc.

Consumer Defensive
138K
New
$66.91 - $81.4 $9.24M - $11.2M
138K $11.1M
WFC
Wells Fargo & Company

Financial Services
193K
New
$51.58 - $60.97 $9.97M - $11.8M
193K $10.9M
VGT
Vanguard Information Technolog

ETFs
17.9K
New
$514.43 - $606.85 $9.21M - $10.9M
17.9K $10.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
183K
New
$45.87 - $48.53 $8.4M - $8.89M
183K $8.83M
VZ
Verizon Communications Inc

Communication Services
160K
New
$38.89 - $45.0 $6.21M - $7.18M
160K $7.17M
VGSH
Vanguard

ETFs
114K
New
$57.74 - $59.13 $6.56M - $6.72M
114K $6.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
76.8K
New
$79.29 - $84.02 $6.09M - $6.45M
76.8K $6.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
56.2K
New
$76.94 - $79.54 $4.33M - $4.47M
56.2K $4.47M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
87K
New
$44.9 - $47.55 $3.91M - $4.14M
87K $4.11M
WM
Waste Management Inc

Industrials
19.6K
New
$196.96 - $223.45 $3.85M - $4.37M
19.6K $4.06M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
46.8K
New
$75.88 - $83.21 $3.55M - $3.89M
46.8K $3.89M
MRO
Marathon Oil Corp

Energy
138K
New
$25.87 - $29.26 $3.57M - $4.04M
138K $3.68M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
38.4K
New
$92.1 - $95.52 $3.54M - $3.67M
38.4K $3.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
26.5K
New
$117.9 - $128.2 $3.13M - $3.4M
26.5K $3.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
53.7K
New
$56.52 - $63.23 $3.03M - $3.39M
53.7K $3.3M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
51.1K
New
$62.4 - $62.4 $3.19M - $3.19M
51.1K $3.19M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
116K
New
$24.86 - $26.33 $2.88M - $3.05M
116K $3.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
46.4K
New
$58.03 - $65.37 $2.69M - $3.03M
46.4K $3M
CHRD
Oasis Petroleum Inc.

Energy
22.6K
New
$128.01 - $176.98 $2.89M - $3.99M
22.6K $2.94M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.85K
New
$460.0 - $505.78 $2.23M - $2.45M
4.85K $2.26M
AGCO
Agco Corp

Industrials
21.7K
New
$84.99 - $103.52 $1.84M - $2.25M
21.7K $2.12M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
42.4K
New
$46.16 - $47.63 $1.96M - $2.02M
42.4K $2.02M
VTC
Vanguard Scottsdale Fds Total

ETFs
25.1K
New
$75.09 - $79.73 $1.88M - $2M
25.1K $1.99M
VRT
Vertiv Holdings CO

Industrials
21.5K
New
$86.66 - $86.66 $1.87M - $1.87M
21.5K $1.87M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
18.1K
New
$91.37 - $101.65 $1.65M - $1.84M
18.1K $1.84M
VHT
Vanguard Health Care ETF

ETFs
5.64K
New
$261.88 - $288.1 $1.48M - $1.62M
5.64K $1.59M
DGS
Wisdomtree Emerging Markets Sm

ETFs
28.1K
New
$48.46 - $54.37 $1.36M - $1.53M
28.1K $1.51M
YUM
Yum Brands Inc

Consumer Cyclical
10.8K
New
$125.95 - $139.96 $1.35M - $1.5M
10.8K $1.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
65K
New
$21.61 - $22.87 $1.4M - $1.49M
65K $1.47M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.2K
New
$85.48 - $98.39 $1.3M - $1.5M
15.2K $1.47M
CGDV
Capital Group Divid Value ETF

ETFs
37.9K
New
$32.96 - $36.48 $1.25M - $1.38M
37.9K $1.38M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
10.8K
New
$110.06 - $128.44 $1.19M - $1.38M
10.8K $1.37M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
21.5K
New
$55.06 - $62.25 $1.18M - $1.34M
21.5K $1.32M
VONV
Vanguard Russell 1000 Value Et

ETFs
15.1K
New
$76.07 - $83.33 $1.15M - $1.26M
15.1K $1.26M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
49.6K
New
$17.62 - $21.88 $873K - $1.08M
49.6K $987K
VGIT
Vanguard Intermediate Term Tre

ETFs
15.6K
New
$57.8 - $60.8 $903K - $950K
15.6K $944K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
22.4K
New
$35.97 - $41.58 $807K - $933K
22.4K $910K
WPC
W. P. Carey Inc.

Real Estate
13.9K
New
$54.63 - $63.96 $761K - $891K
13.9K $867K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
42.8K
New
$18.55 - $19.57 $794K - $838K
42.8K $823K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
24.8K
New
$28.88 - $32.61 $717K - $810K
24.8K $793K
ZM
Zoom Video Communications, Inc.

Technology
11K
New
$55.32 - $71.9 $608K - $791K
11K $767K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
6.66K
New
$91.43 - $117.51 $608K - $782K
6.66K $705K
GLDM
World Gold Trust

ETFs
13.2K
New
$46.2 - $53.01 $608K - $698K
13.2K $686K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
20.6K
New
$29.23 - $33.51 $602K - $691K
20.6K $680K
LVHI
Franklin International Low Vol

ETFs
21.7K
New
$28.72 - $31.28 $624K - $680K
21.7K $675K
EPI
Wisdomtree Tr India Earnings F

ETFs
12.8K
New
$47.41 - $50.82 $607K - $651K
12.8K $646K
Activity Summary
Buys All Purchases 584 New Holdings 171 Increased Positions 413 Sells All Sells 362 Reductions 362 Sold out 0 Options Calls 3 Puts 1
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