Perigon Wealth Management, LLC Purchases in Q4 2024

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BLDR
Builders First Source, Inc.

Industrials
1.23K
+ 30.92%
$142.93 - $198.25 $176K - $244K
5.21K $744K
NU
Nu Holdings Ltd.

Financial Services
1.22K
+ 9.9%
$10.24 - $15.89 $12.5K - $19.3K
13.5K $139K
SG
Sweetgreen, Inc.

Consumer Cyclical
16
+ 0.18%
$31.7 - $43.97 $507 - $704
8.75K $280K
WM
Waste Management Inc

Industrials
412
+ 2.11%
$201.79 - $228.46 $83.1K - $94.1K
20K $4.03M
ED
Consolidated Edison Inc

Utilities
553
+ 10.38%
$88.87 - $107.38 $49.1K - $59.4K
5.88K $524K
KRBN
Kraneshares Global Carbon Stra

Technology
28
+ 0.2%
$26.98 - $32.82 $755 - $919
13.9K $406K
HISF
First Tr Exc Traded Fd Iv High

ETFs
193
+ 0.81%
$43.73 - $45.64 $8.44K - $8.81K
24.1K $1.06M
MDT
Medtronic PLC

Healthcare
1.06K
+ 9.06%
$79.61 - $92.24 $84.5K - $98K
12.8K $1.02M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
7.25K
+ 88.86%
$22.02 - $46.16 $160K - $335K
15.4K $340K
SPFF
Global X Superincome Preferred

ETFs
1.88K
+ 1.69%
$9.26 - $9.83 $17.4K - $18.5K
114K $1.05M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.21K
+ 3.65%
$22.65 - $23.8 $141K - $148K
176K $4M
URI
United Rentals, Inc.

Industrials
27
+ 4.66%
$704.44 - $880.32 $19K - $23.8K
606 $426K
MXI
Ishares Global Materials ETF

ETFs
150
+ 4.17%
$77.6 - $93.04 $11.6K - $14K
3.75K $291K
SMG
Scotts Miracle Gro CO

Basic Materials
135
+ 4.98%
$65.14 - $93.47 $8.79K - $12.6K
2.84K $188K
RING
Ishares Inc Msci Global Gold M

ETFs
17
+ 0.18%
$27.93 - $36.45 $475 - $620
9.52K $267K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.76K
+ 3.59%
$80.13 - $83.77 $221K - $231K
79.6K $6.39M
CRSP
Crispr Therapeutics Ag

Healthcare
1.72K
+ 11.42%
$38.65 - $55.15 $66.4K - $94.7K
16.8K $659K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.61K
+ 9.34%
$33.77 - $44.09 $54.3K - $70.9K
18.8K $638K
PSA
Public Storage

Real Estate
3
+ 0.4%
$289.33 - $360.21 $868 - $1.08K
754 $225K
ROCK
Gibraltar Industries, Inc.

Industrials
12
+ 0.26%
$58.67 - $73.99 $704 - $888
4.62K $271K
GIS
General Mills Inc

Consumer Defensive
1.62K
+ 10.57%
$62.78 - $74.62 $102K - $121K
16.9K $1.08M
CEG
Constellation Energy Corp

Utilities
316
+ 9.02%
$224.28 - $285.52 $70.9K - $90.2K
3.82K $858K
UL
Unilever PLC

Consumer Defensive
459
+ 4.62%
$56.7 - $64.64 $26K - $29.7K
10.4K $588K
BAX
Baxter International Inc

Healthcare
3.39K
+ 19.26%
$28.63 - $37.84 $97K - $128K
21K $611K
EEMV
Ishares Msci Emerging Markets

ETFs
57
+ 0.36%
$57.85 - $63.11 $3.3K - $3.6K
16.1K $933K
MATX
Matson, Inc.

Industrials
10
+ 0.1%
$131.18 - $167.37 $1.31K - $1.67K
10K $1.35M
MDB
Mongo Db, Inc.

Technology
66
+ 2.68%
$232.81 - $350.13 $15.4K - $23.1K
2.53K $588K
DD
Du Pont De Nemours, Inc.

Basic Materials
779
+ 7.34%
$75.95 - $88.05 $59.2K - $68.6K
11.4K $868K
OLED
Universal Display Corp Pa

Technology
398
+ 18.22%
$146.2 - $213.81 $58.2K - $85.1K
2.58K $377K
EXAS
Exact Sciences Corp

Healthcare
264
+ 3.23%
$49.33 - $71.97 $13K - $19K
8.44K $474K
NOC
Northrop Grumman Corp

Industrials
140
+ 5.5%
$466.52 - $543.88 $65.3K - $76.1K
2.69K $1.26M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
574
+ 0.68%
$56.06 - $61.35 $32.2K - $35.2K
85.5K $4.83M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.33K
+ 5.08%
$131.66 - $144.0 $175K - $191K
27.5K $3.63M
SHEL
Shell PLC

Energy
196
+ 0.64%
$60.63 - $70.23 $11.9K - $13.8K
30.8K $1.93M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.43K
+ 11.58%
$59.25 - $72.99 $84.4K - $104K
13.7K $819K
IQV
Iqvia Holdings Inc.

Healthcare
141
+ 4.92%
$190.97 - $236.63 $26.9K - $33.4K
3.01K $590K
GE
General Electric CO

Industrials
1.22K
+ 8.86%
$159.95 - $194.23 $195K - $237K
15K $2.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
436
+ 0.88%
$91.94 - $100.02 $40.1K - $43.6K
49.9K $4.62M
DFAX
Dimensional ETF Tr
71
+ 0.14%
$24.76 - $27.04 $1.76K - $1.92K
50.9K $1.26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
407
+ 0.52%
$51.09 - $55.27 $20.8K - $22.5K
78.8K $4.03M
SPTL
Spdr Portfolio Long Term Treas

ETFs
15.8K
+ 8.54%
$26.05 - $29.17 $411K - $460K
200K $5.25M
IDXX
Idexx Laboratories Inc

Healthcare
26
+ 1.8%
$406.92 - $495.42 $10.6K - $12.9K
1.47K $609K
AEP
American Electric Power CO Inc

Utilities
138
+ 1.05%
$90.91 - $102.21 $12.5K - $14.1K
13.2K $1.22M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
475
+ 2.17%
$60.13 - $67.31 $28.6K - $32K
22.4K $1.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
293
+ 2.0%
$148.29 - $166.93 $43.4K - $48.9K
14.9K $2.23M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
342
+ 1.21%
$31.24 - $37.15 $10.7K - $12.7K
28.5K $916K
RDFN
Redfin Corp

Real Estate
27K
+ 35.55%
$7.87 - $12.55 $212K - $338K
103K $809K
EQR
Equity Residential

Real Estate
778
+ 0.98%
$69.12 - $77.48 $53.8K - $60.3K
80.4K $5.77M
OTIS
Otis Worldwide Corp

Industrials
309
+ 1.85%
$92.57 - $106.01 $28.6K - $32.8K
17K $1.57M
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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