Perigon Wealth Management, LLC New Holdings in Q4 2024

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
801
New
$229.85 - $335.91 $184K - $269K
801 $261K
SON
Sonoco Products CO

Consumer Cyclical
5.27K
New
$48.6 - $54.89 $256K - $289K
5.27K $257K
IEV
Ishares Tr Europe ETF

ETFs
4.91K
New
$52.03 - $57.63 $255K - $283K
4.91K $255K
EBAY
Ebay Inc

Consumer Cyclical
4.11K
New
$57.51 - $67.17 $236K - $276K
4.11K $254K
NUDM
Nuveen Esg International Devel

ETFs
8.45K
New
$30.06 - $33.38 $254K - $282K
8.45K $254K
BKR
Baker Hughes CO

Energy
6.15K
New
$35.98 - $44.88 $221K - $276K
6.15K $252K
POWL
Powell Industries Inc

Industrials
1.13K
New
$221.65 - $352.37 $251K - $399K
1.13K $251K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.33K
New
$146.47 - $191.01 $195K - $254K
1.33K $248K
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.36K
New
$45.83 - $48.07 $246K - $258K
5.36K $246K
HRL
Hormel Foods Corp

Consumer Defensive
7.86K
New
$29.21 - $33.55 $230K - $264K
7.86K $246K
HSBC
Hsbc Holdings PLC

Financial Services
4.79K
New
$43.83 - $49.51 $210K - $237K
4.79K $237K
SSB
South State Corp

Financial Services
2.36K
New
$94.05 - $111.93 $222K - $264K
2.36K $235K
IRT
Independence Realty Trust, Inc.

Real Estate
11.6K
New
$18.78 - $22.01 $219K - $256K
11.6K $231K
NVR
Nvr Inc

Consumer Cyclical
28
New
$8101.21 - $9940.51 $227K - $278K
28 $229K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6.16K
New
$29.11 - $41.59 $179K - $256K
6.16K $228K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.22K
New
$155.96 - $188.66 $191K - $231K
1.22K $228K
WBS
Webster Financial Corp

Financial Services
4.12K
New
$44.33 - $62.82 $182K - $259K
4.12K $227K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.93K
New
$75.44 - $80.53 $221K - $236K
2.93K $222K
GWW
W.W. Grainger, Inc.

Industrials
207
New
$1023.06 - $1220.93 $212K - $253K
207 $218K
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.4K
New
$17.65 - $18.18 $218K - $225K
12.4K $218K
FAST
Fastenal CO

Industrials
3.01K
New
$69.99 - $84.35 $211K - $254K
3.01K $216K
PJT
Pjt Partners Inc.

Financial Services
1.38K
New
$132.4 - $167.36 $182K - $230K
1.38K $216K
K
Kellogg CO

Consumer Defensive
2.68K
New
$80.34 - $81.29 $215K - $218K
2.68K $216K
EWBC
East West Bancorp Inc

Financial Services
2.24K
New
$80.04 - $111.23 $179K - $249K
2.24K $214K
DLR
Digital Realty Trust, Inc.

Real Estate
1.19K
New
$156.46 - $195.69 $186K - $232K
1.19K $210K
RECS
Columbia ETF Tr I

ETFs
6.09K
New
$33.61 - $36.42 $205K - $222K
6.09K $210K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
9.22K
New
$22.4 - $29.88 $206K - $275K
9.22K $207K
ZBRA
Zebra Technologies Corp

Technology
526
New
$360.09 - $411.94 $189K - $217K
526 $203K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.91K
New
$50.53 - $55.55 $197K - $217K
3.91K $199K
RJF
Raymond James Financial Inc

Financial Services
1.28K
New
$123.0 - $170.1 $158K - $218K
1.28K $198K
TRGP
Targa Resources Corp.

Energy
1.09K
New
$150.58 - $207.69 $164K - $227K
1.09K $194K
LNG
Cheniere Energy, Inc.

Energy
866
New
$181.07 - $225.92 $157K - $196K
866 $186K
FPAY
Flex Shopper, Inc.

Industrials
100K
New
$1.1 - $2.18 $110K - $218K
100K $178K
JBL
Jabil Inc

Technology
1.24K
New
$118.97 - $147.77 $148K - $184K
1.24K $178K
BCS
Barclays PLC

Financial Services
11.8K
New
$11.65 - $13.67 $138K - $161K
11.8K $156K
WU
Western Union CO

Financial Services
13.6K
New
$10.52 - $11.94 $143K - $163K
13.6K $144K
PATH
Ui Path, Inc.

Technology
10.8K
New
$11.95 - $15.5 $129K - $168K
10.8K $137K
GENI
Genius Sports LTD

Communication Services
15.5K
New
$6.74 - $10.04 $104K - $156K
15.5K $134K
RWAY
Runway Growth Finance Corp.

Financial Services
10K
New
$9.97 - $10.96 $99.7K - $110K
10K $109K
CRNT
Ceragon Networks LTD

Technology
19.7K
New
$2.4 - $4.95 $47.3K - $97.5K
19.7K $91K
NRZ
New Residential Investment Corp.

Real Estate
10.6K
New
N/A
10.6K $77K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
17.3K
New
$3.53 - $7.8 $61.1K - $135K
17.3K $65K
WIT
Wipro LTD

Technology
18.6K
New
$3.54 - $7.24 $65.7K - $134K
18.6K $65K
WULF
Terawulf Inc.

Financial Services
10.1K
New
$3.82 - $8.82 $38.4K - $88.7K
10.1K $56K
IAUX
I 80 Gold Corp.
12K
New
$0.35 - $1.19 $4.21K - $14.3K
12K $6K
Sei Exchange Traded Funds
43.3K
New
N/A
43.3K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
14.9K
New
N/A
14.9K $0
Invesco Exchange Traded Fd T
3.38K
New
N/A
3.38K $0
Bitwise Ethereum ETF
9.95K
New
N/A
9.95K $0
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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