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
RE
Everest Re Group LTD

Financial Services
-15
- 0.79%
N/A
1.89K $700K
IYJ
Ishares Tr

ETFs
-16
- 0.09%
$132.97 - $143.93 $2.13K - $2.3K
17K $2.27M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-182
- 1.23%
$34.1 - $36.82 $6.21K - $6.7K
14.6K $510K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-995
- 6.99%
$8.24 - $11.07 $8.2K - $11K
13.2K $123K
ROST
Ross Stores, Inc.

Consumer Cyclical
-38
- 2.21%
$138.59 - $156.61 $5.27K - $5.95K
1.68K $254K
PWR
Quanta Services, Inc.

Industrials
-118
- 6.21%
$296.05 - $346.6 $34.9K - $40.9K
1.78K $563K
AKAM
Akamai Technologies Inc

Technology
-12
- 0.3%
N/A
4.03K $365K
TTWO
Take Two Interactive Software Inc

Communication Services
-222
- 16.91%
$147.66 - $190.46 $32.8K - $42.3K
1.09K $200K
Solventum Corp
-389
- 8.49%
N/A
4.19K $0
Bank America Corp
-1
- 0.56%
N/A
177 $0
Amplify ETF Tr
-9.11K
- 33.46%
N/A
18.1K $0
Canadian Pacific Kansas City
-153
- 4.29%
N/A
3.41K $0
FSCO
Fs Cr Opportunities Corp Com
-1.53K
- 5.03%
N/A
28.9K $0
VXF
Vanguard Extended Market ETF

ETFs
-99
- 4.18%
$179.17 - $207.15 $17.7K - $20.5K
2.27K $431K
Core Scientific Inc New
-47.9K
- 31.76%
N/A
103K $0
Amplify ETF Tr
-1.02K
- 6.39%
N/A
15K $0
Aegon LTD
-54
- 0.51%
N/A
10.5K $0
ESMV
Ishares Tr Ishares Esg Msci Us
-22.7K
- 31.67%
N/A
49K $0
Core Scientific Inc New
-110K
- 29.8%
N/A
258K $0
American Healthcare Reit Inc
-9.9K
- 30.0%
N/A
23.1K $0
PSI
Invesco Exchange Traded Fd Tr

ETFs
-10
- 0.21%
$53.26 - $60.98 $533 - $610
4.69K $271K
SSO
Proshares Ultra S&P 500

ETFs
-100
- 1.93%
$87.92 - $99.73 $8.79K - $9.97K
5.07K $469K
MSI
Motorola Solutions, Inc.

Technology
-30
- 2.27%
$449.08 - $504.6 $13.5K - $15.1K
1.29K $596K
CPRT
Copart Inc

Consumer Cyclical
-390
- 7.81%
$51.36 - $63.8 $20K - $24.9K
4.6K $264K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-48
- 8.82%
$338.38 - $446.21 $16.2K - $21.4K
496 $215K
GL
Globe Life Inc.

Financial Services
-118
- 3.85%
$103.49 - $116.02 $12.2K - $13.7K
2.95K $328K
SERA
Sera Prognostics, Inc.

Healthcare
-7.5K
- 9.35%
$6.03 - $8.83 $45.2K - $66.2K
72.7K $630K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-519
- 1.34%
$29.73 - $30.81 $15.4K - $16K
38.2K $1.16M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-202
- 1.2%
$20.7 - $22.35 $4.18K - $4.51K
16.6K $361K
NMR
Nomura Holdings Inc

Financial Services
-312
- 1.42%
$5.05 - $6.25 $1.58K - $1.95K
21.6K $125K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-860
- 3.52%
$55.73 - $66.16 $47.9K - $56.9K
23.5K $1.42M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-227
- 16.62%
$152.04 - $211.12 $34.5K - $47.9K
1.14K $231K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-386
- 4.09%
$58.39 - $67.04 $22.5K - $25.9K
9.05K $574K
FDN
First Tr Fd Dow Jones

ETFs
-349
- 10.39%
$210.5 - $257.24 $73.5K - $89.8K
3.01K $732K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-15
- 0.17%
$124.26 - $134.12 $1.86K - $2.01K
8.74K $1.12M
MPLX
Mplx LP

Energy
-90
- 1.07%
$43.77 - $51.66 $3.94K - $4.65K
8.29K $396K
ANSS
Ansys Inc

Technology
-21
- 1.26%
$313.05 - $361.45 $6.57K - $7.59K
1.64K $553K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-271
- 1.95%
$9.71 - $15.34 $2.63K - $4.16K
13.6K $181K
EW
Edwards Lifesciences Corp

Healthcare
-75
- 1.82%
$64.54 - $75.92 $4.84K - $5.69K
4.05K $299K
STT
State Street Corp

Financial Services
-6
- 0.19%
$85.96 - $100.78 $516 - $605
3.12K $306K
WST
West Pharmaceutical Services Inc

Healthcare
-42
- 2.4%
$285.69 - $344.0 $12K - $14.4K
1.71K $559K
IWP
Ishares Russell Mid Cap Growth

ETFs
-145
- 2.56%
$116.4 - $138.52 $16.9K - $20.1K
5.51K $698K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-190
- 1.57%
$55.58 - $62.6 $10.6K - $11.9K
11.9K $715K
CHTR
Charter Communications, Inc.

Communication Services
-88
- 2.32%
$315.38 - $408.02 $27.8K - $35.9K
3.71K $1.27M
SFYF
Sofi Social 50 ETF

ETFs
-520
- 4.43%
$36.72 - $45.7 $19.1K - $23.8K
11.2K $483K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-6
- 0.26%
$193.7 - $235.05 $1.16K - $1.41K
2.3K $525K
SRE
Sempra Energy

Utilities
-78
- 0.53%
$80.81 - $94.77 $6.3K - $7.39K
14.7K $1.29M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-4.03K
- 9.77%
$16.99 - $27.42 $68.4K - $110K
37.2K $847K
MCK
Mckesson Corp

Healthcare
-40
- 3.23%
$482.27 - $628.5 $19.3K - $25.1K
1.2K $682K
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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