Perigon Wealth Management, LLC Incresed Positions in Q3 2024

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
243K
+ 33.9%
$44.83 - $47.42 $10.9M - $11.5M
958K $45.1M
EFV
Msci Eafe Value ETF

ETFs
122K
+ 109.23%
$51.72 - $57.96 $6.31M - $7.08M
234K $13.5M
GLD
Spdr Gold Trust

ETFs
22.7K
+ 59.87%
$215.56 - $246.98 $4.9M - $5.62M
60.7K $14.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
61.3K
+ 136.72%
$89.91 - $101.33 $5.51M - $6.21M
106K $10.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.6K
+ 91.29%
$61.11 - $67.85 $5.11M - $5.68M
175K $11.9M
META
Meta Platforms, Inc.

Communication Services
1.28K
+ 1.77%
$453.41 - $572.44 $581K - $734K
73.9K $42.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
33K
+ 9.92%
$93.22 - $103.58 $3.08M - $3.42M
366K $37.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.3K
+ 15.62%
$96.25 - $101.98 $3.78M - $4M
291K $29.4M
VUG
Vanguard Growth ETF

ETFs
11.5K
+ 24.31%
$341.08 - $391.94 $3.93M - $4.51M
58.9K $22.6M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
58.5K
+ 24.94%
$56.88 - $63.65 $3.33M - $3.72M
293K $18.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
59.2K
+ 25.27%
$44.24 - $49.47 $2.62M - $2.93M
293K $14.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14K
+ 12.04%
$162.64 - $179.3 $2.27M - $2.5M
130K $23.3M
MCO
Moodys Corp

Financial Services
193
+ 0.35%
$421.49 - $494.67 $81.3K - $95.5K
55.7K $26.4M
MCD
Mcdonalds Corp

Consumer Cyclical
632
+ 1.13%
$245.82 - $304.51 $155K - $192K
56.5K $17.2M
EQR
Equity Residential

Real Estate
35.3K
+ 79.75%
$67.19 - $78.09 $2.37M - $2.76M
79.6K $5.93M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
42.2K
+ 33.15%
$56.04 - $62.99 $2.37M - $2.66M
170K $10.4M
LMT
Lockheed Martin Corp

Industrials
1.98K
+ 14.17%
$460.3 - $584.56 $909K - $1.15M
15.9K $9.3M
PLTR
Palantir Technologies Inc.

Technology
27.1K
+ 19.04%
$24.09 - $37.95 $652K - $1.03M
169K $6.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
55.5K
+ 534.69%
$44.65 - $47.21 $2.48M - $2.62M
65.8K $3.08M
ABBV
Abb Vie Inc.

Healthcare
433
+ 0.46%
$163.84 - $199.33 $70.9K - $86.3K
93.9K $18.5M
AVLV
American Centy ETF Tr Avantis
31.2K
+ 28.14%
$60.05 - $65.83 $1.87M - $2.05M
142K $9.35M
IVE
Ishares S&P 500 Value ETF

ETFs
7.57K
+ 12.96%
$181.06 - $197.17 $1.37M - $1.49M
66K $13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.59K
+ 0.94%
$434.77 - $502.96 $690K - $799K
170K $83.2M
DFAI
Dimensional ETF Tr

ETFs
23.9K
+ 3.45%
$28.69 - $32.06 $687K - $767K
717K $22.8M
VTI
Vanguard Total Stock Market Et

ETFs
957
+ 0.81%
$255.18 - $283.2 $244K - $271K
118K $33.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.9K
+ 1.74%
$105.53 - $118.34 $306K - $343K
170K $19.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 0.5%
$57.32 - $62.65 $135K - $148K
473K $29.4M
DFAE
Dimensional ETF Tr

ETFs
37.7K
+ 6.51%
$24.46 - $27.82 $921K - $1.05M
616K $16.9M
JNJ
Johnson & Johnson

Healthcare
2.99K
+ 3.34%
$145.48 - $167.38 $435K - $501K
92.5K $15M
DFSV
Dimensional ETF Tr Dimensional

ETFs
43K
+ 15.74%
$28.25 - $31.7 $1.21M - $1.36M
316K $9.73M
AVGO
Broadcom Inc.

Technology
94.7K
+ 937.29%
$136.27 - $1745.86 $12.9M - $165M
105K $18.1M
MUB
Ishares National Muni Bond ETF

ETFs
12.9K
+ 5.95%
$106.13 - $108.7 $1.37M - $1.41M
230K $25M
JHMM
John Hancock Multifactor Mid C

ETFs
3.95K
+ 1.3%
$54.25 - $60.2 $214K - $238K
307K $18.5M
DBA
Invesco Db Agriculture Fund

ETFs
64.8K
+ 151.44%
$23.26 - $26.55 $1.51M - $1.72M
108K $2.81M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.5K
+ 8.0%
$51.29 - $56.57 $846K - $933K
223K $12.6M
AMD
Advanced Micro Devices Inc

Technology
9.71K
+ 26.11%
$128.67 - $183.96 $1.25M - $1.79M
46.9K $7.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.1K
+ 6.98%
$75.32 - $84.37 $760K - $851K
155K $12.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
12.9K
+ 32.26%
$97.81 - $108.79 $1.26M - $1.4M
52.8K $5.74M
RTX
Raytheon Technologies Corp

Industrials
394
+ 0.55%
$99.55 - $123.34 $39.2K - $48.6K
72K $8.73M
ABT
Abbott Laboratories

Healthcare
8.74K
+ 17.91%
$100.07 - $118.13 $875K - $1.03M
57.6K $6.56M
SRLN
Ssga Active Trust

ETFs
35K
+ 291.8%
$40.93 - $41.85 $1.43M - $1.46M
47K $1.96M
BLK
Black Rock Inc.

Financial Services
1.3K
+ 90.94%
$782.27 - $949.51 $1.01M - $1.23M
2.72K $2.58M
IAU
Ishares Gold Trust

ETFs
1.37K
+ 0.59%
$44.06 - $50.5 $60.4K - $69.2K
234K $11.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.73K
+ 12.55%
$106.11 - $113.72 $926K - $993K
78.3K $8.85M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
52K
+ 44.03%
$22.51 - $23.92 $1.17M - $1.24M
170K $4.04M
EFG
Msci Eafe Growth ETF

ETFs
5.91K
+ 4.8%
$96.84 - $108.77 $572K - $643K
129K $13.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
11.7K
+ 25.29%
$98.99 - $101.51 $1.16M - $1.19M
58K $5.88M
ITW
Illinois Tool Works Inc

Industrials
4.51K
+ 166.83%
$233.14 - $263.97 $1.05M - $1.19M
7.21K $1.89M
TRV
Travelers Companies, Inc.

Financial Services
501
+ 1.37%
$201.87 - $242.35 $101K - $121K
37.2K $8.7M
Activity Summary
Buys All Purchases 584 New Holdings 171 Increased Positions 413 Sells All Sells 362 Reductions 362 Sold out 0 Options Calls 3 Puts 1
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