Perigon Wealth Management, LLC Reduced Holdings in Q4 2024

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
-210
- 0.27%
$113.79 - $124.5 $23.9K - $26.1K
77.5K $8.89M
PEG
Public Service Enterprise Group Inc

Utilities
-76
- 0.99%
$81.87 - $94.51 $6.22K - $7.18K
7.63K $644K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-589
- 3.11%
$47.26 - $48.18 $27.8K - $28.4K
18.3K $869K
SNPS
Synopsys Inc

Technology
-17
- 1.11%
$485.36 - $588.0 $8.25K - $10K
1.52K $737K
HMC
Honda Motor CO LTD

Consumer Cyclical
-558
- 7.01%
$23.7 - $32.62 $13.2K - $18.2K
7.41K $211K
ARCC
Ares Capital Corp

Financial Services
-3.48K
- 9.31%
$20.74 - $22.27 $72.2K - $77.5K
33.9K $742K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-453
- 7.56%
$111.85 - $120.71 $50.7K - $54.7K
5.54K $638K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-582
- 11.79%
$46.52 - $48.32 $27.1K - $28.1K
4.35K $202K
USTB
Victory Portfolios Ii Victorys

ETFs
-533
- 4.35%
$50.06 - $50.85 $26.7K - $27.1K
11.7K $588K
HYG
Ishares Tr

ETFs
-226
- 2.24%
$78.09 - $80.04 $17.6K - $18.1K
9.84K $774K
FEX
First Tr Large Cap Core Alphde

ETFs
-295
- 8.63%
$103.29 - $112.88 $30.5K - $33.3K
3.13K $325K
GNMA
Ishares Gnma Bond ETF

ETFs
-330
- 3.72%
$42.8 - $44.74 $14.1K - $14.8K
8.54K $366K
PPG
Ppg Industries Inc

Basic Materials
-24
- 1.18%
$119.09 - $131.37 $2.86K - $3.15K
2.01K $239K
FDVV
Fidelity High Dividend ETF

ETFs
-274
- 1.21%
$49.66 - $52.63 $13.6K - $14.4K
22.3K $1.11M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
-5
- 0.07%
$28.08 - $34.19 $140 - $171
7.13K $200K
MGA
Magna International Inc

Consumer Cyclical
-894
- 7.48%
$39.47 - $46.46 $35.3K - $41.5K
11.1K $462K
FLIN
Franklin Templeton ETF Tr

ETFs
-100
- 1.74%
$37.75 - $41.62 $3.78K - $4.16K
5.63K $213K
CHD
Church & Dwight CO Inc

Consumer Defensive
-264
- 7.02%
$99.11 - $112.25 $26.2K - $29.6K
3.5K $366K
HPQ
Hp Inc

Technology
-159
- 2.34%
$32.46 - $39.3 $5.16K - $6.25K
6.62K $216K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-241
- 3.3%
$49.87 - $52.46 $12K - $12.6K
7.07K $353K
IR
Ingersoll Rand Inc.

Industrials
-80
- 3.46%
$90.46 - $105.35 $7.24K - $8.43K
2.23K $201K
OMFL
Invesco Exchange Traded Self I

ETFs
-665
- 7.5%
$52.49 - $56.58 $34.9K - $37.6K
8.2K $444K
QWLD
Spdr Index Shs Fds

ETFs
-32
- 0.76%
$123.39 - $130.49 $3.95K - $4.18K
4.16K $514K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-748
- 9.64%
$30.67 - $30.84 $22.9K - $23.1K
7.01K $215K
INGR
Ingredion Inc

Consumer Defensive
-176
- 10.11%
$132.76 - $154.86 $23.4K - $27.3K
1.56K $215K
DCI
Donaldson CO Inc

Industrials
-61
- 1.97%
$67.28 - $78.27 $4.1K - $4.77K
3.04K $204K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-142
- 1.27%
$90.66 - $99.46 $12.9K - $14.1K
11.1K $1.01M
NJR
New Jersey Resources Corp

Utilities
-411
- 4.81%
$45.17 - $51.61 $18.6K - $21.2K
8.13K $379K
CF
Cf Industries Holdings, Inc.

Basic Materials
-220
- 3.03%
$81.39 - $94.14 $17.9K - $20.7K
7.04K $600K
ILMN
Illumina, Inc.

Healthcare
-252
- 5.03%
$128.99 - $155.15 $32.5K - $39.1K
4.76K $635K
HYD
Vaneck High Yield Muni ETF

ETFs
-109
- 0.98%
$51.09 - $53.06 $5.57K - $5.78K
11K $571K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-249
- 3.33%
$41.74 - $46.2 $10.4K - $11.5K
7.24K $303K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-128
- 2.82%
$46.69 - $49.2 $5.98K - $6.3K
4.41K $206K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.03%
$65.79 - $72.14 $65.8 - $72.1
3.07K $201K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-24
- 0.32%
$563.99 - $620.12 $13.5K - $14.9K
7.42K $4.22M
BST
Black Rock Science & Technology Trust

Financial Services
-663
- 7.67%
$34.86 - $38.04 $23.1K - $25.2K
7.99K $291K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-224
- 2.45%
$23.7 - $24.51 $5.31K - $5.49K
8.91K $211K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-118
- 3.2%
$121.89 - $135.52 $14.4K - $16K
3.57K $446K
SPG
Simon Property Group Inc

Real Estate
-178
- 2.68%
$167.23 - $183.84 $29.8K - $32.7K
6.46K $1.11M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-27
- 1.48%
$109.14 - $121.63 $2.95K - $3.28K
1.8K $197K
VEEV
Veeva Systems Inc

Healthcare
-48
- 2.25%
$201.81 - $250.45 $9.69K - $12K
2.09K $438K
ABNB
Airbnb, Inc.

Consumer Cyclical
-186
- 5.54%
$125.36 - $147.37 $23.3K - $27.4K
3.17K $416K
ACWI
Ishares Msci Acwi ETF

ETFs
-25
- 0.92%
$117.05 - $123.03 $2.93K - $3.08K
2.7K $316K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-28
- 1.32%
$101.77 - $113.02 $2.85K - $3.16K
2.1K $221K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-130
- 2.04%
$42.95 - $45.72 $5.58K - $5.94K
6.24K $269K
NRG
Nrg Energy, Inc.

Utilities
-7
- 0.08%
$85.3 - $101.61 $597 - $711
8.38K $756K
QDF
Flexshares Quality Dividend In

ETFs
-50
- 1.53%
$70.4 - $73.87 $3.52K - $3.69K
3.23K $227K
BRX
Brixmor Property Group Inc.

Real Estate
-276
- 0.8%
N/A
34K $773K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-116
- 2.49%
$45.85 - $49.28 $5.32K - $5.72K
4.54K $212K
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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