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
TWLO
Twilio Inc

Communication Services
-1.03K
- 24.02%
$63.73 - $114.96 $65.4K - $118K
3.25K $350K
AVUS
American Centy ETF Tr Avantis

ETFs
-587
- 0.71%
$94.36 - $102.06 $55.4K - $59.9K
82.3K $7.98M
ET
Energy Transfer LP

Energy
-607
- 1.62%
$16.05 - $19.86 $9.74K - $12.1K
36.9K $723K
ZM
Zoom Video Communications, Inc.

Technology
-102
- 0.93%
$67.21 - $89.03 $6.86K - $9.08K
10.9K $889K
NET
Cloudflare, Inc.

Technology
-2.46K
- 16.86%
$78.11 - $117.56 $192K - $289K
12.1K $1.3M
EPD
Enterprise Products Partners L.P.

Energy
-2.79K
- 2.8%
$28.66 - $34.43 $80K - $96.1K
97K $3.04M
BMRC
Bank Of Marin Bancorp

Financial Services
-722
- 1.14%
$19.26 - $26.57 $13.9K - $19.2K
62.5K $1.49M
GILD
Gilead Sciences, Inc.

Healthcare
-475
- 1.25%
$83.95 - $97.9 $39.9K - $46.5K
37.6K $3.47M
EMR
Emerson Electric CO

Industrials
-485
- 1.93%
$108.13 - $134.33 $52.4K - $65.2K
24.7K $3.06M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-977
- 1.6%
$129.96 - $144.97 $127K - $142K
60.1K $8.37M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.8K
- 0.11%
$33.92 - $36.6 $61.1K - $65.9K
1.6M $55.4M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.45K
- 5.08%
$47.29 - $84.74 $68.7K - $123K
27.1K $2.02M
DIS
Walt Disney CO

Communication Services
-4.75K
- 5.48%
$92.39 - $117.6 $439K - $559K
81.9K $9.12M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.39K
- 1.08%
$148.14 - $166.23 $205K - $230K
126K $20.2M
BX
Blackstone Inc.

Financial Services
-1.75K
- 2.76%
$148.45 - $199.05 $259K - $348K
61.5K $10.6M
SCHW
Schwab Charles Corp

Financial Services
-1.13K
- 0.71%
$63.31 - $82.85 $71.5K - $93.6K
157K $11.6M
AI
C3.Ai, Inc.

Technology
-21.1K
- 10.12%
$22.6 - $42.94 $477K - $906K
187K $6.45M
PLTR
Palantir Technologies Inc.

Technology
-55K
- 32.46%
$36.46 - $82.38 $2M - $4.53M
114K $8.65M
GOOGL
Alphabet Inc.

Communication Services
-10.3K
- 4.74%
$161.86 - $196.66 $1.67M - $2.03M
207K $39.2M
APP
App Lovin Corp

Technology
-2.47K
- 6.58%
$130.67 - $401.5 $322K - $990K
35K $11.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.44K
- 2.87%
$213.65 - $479.86 $522K - $1.17M
82.5K $33.3M
AAPL
Apple Inc.

Technology
-423
- 0.04%
$221.69 - $259.02 $93.8K - $110K
1.16M $292M
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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