Perigon Wealth Management, LLC Incresed Positions in Q4 2024

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
86.6K
+ 5.1%
$117.0 - $148.88 $10.1M - $12.9M
1.79M $240M
AVGO
Broadcom Inc.

Technology
47.6K
+ 45.44%
$159.67 - $250.0 $7.61M - $11.9M
152K $35.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 0.37%
$180.88 - $232.93 $287K - $369K
434K $95.2M
VUG
Vanguard Growth ETF

ETFs
12.9K
+ 21.96%
$378.79 - $428.11 $4.9M - $5.54M
71.8K $29.5M
GOOG
Alphabet Inc.

Communication Services
492
+ 0.18%
$163.08 - $198.16 $80.2K - $97.5K
277K $52.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.75K
+ 2.79%
$481.22 - $538.17 $2.29M - $2.56M
175K $89.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.39K
+ 7.55%
$521.84 - $558.82 $4.38M - $4.69M
120K $64.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
59.9K
+ 171.56%
$87.25 - $95.52 $5.23M - $5.73M
94.9K $8.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
564K
+ 321.66%
$22.4 - $68.28 $12.6M - $38.5M
739K $17.1M
JPM
Jpmorgan Chase & CO

Financial Services
7.24K
+ 6.05%
$205.18 - $250.29 $1.49M - $1.81M
127K $30.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
47.7K
+ 33.98%
$100.16 - $100.7 $4.78M - $4.81M
188K $18.9M
BBUS
J P Morgan Exchg Traded Fd

ETFs
31.5K
+ 8.61%
$102.46 - $110.17 $3.23M - $3.47M
398K $42.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
90.5K
+ 137.42%
$44.87 - $46.86 $4.06M - $4.24M
156K $7.01M
BAC
Bank Of America Corp

Financial Services
66.5K
+ 34.54%
$39.22 - $47.77 $2.61M - $3.18M
259K $11.4M
SRLN
Ssga Active Trust

ETFs
87.9K
+ 186.98%
$41.48 - $42.08 $3.64M - $3.7M
135K $5.63M
JCPB
J P Morgan Exchange Traded Fd

ETFs
86.9K
+ 47.44%
$46.07 - $48.17 $4M - $4.19M
270K $12.4M
MSFT
Microsoft Corp

Technology
11.6K
+ 6.85%
$406.35 - $454.46 $4.7M - $5.26M
181K $76.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
53.8K
+ 18.35%
$49.03 - $53.35 $2.64M - $2.87M
347K $17.8M
MS
Morgan Stanley

Financial Services
19.4K
+ 70.55%
$104.42 - $134.99 $2.02M - $2.62M
46.9K $5.89M
WFC
Wells Fargo & Company

Financial Services
3.88K
+ 2.01%
$54.98 - $77.35 $213K - $300K
197K $13.9M
CRM
Salesforce, Inc.

Technology
123
+ 0.26%
$270.87 - $367.87 $33.3K - $45.2K
47.5K $15.9M
JPIE
J P Morgan Exchange Traded Fd
63.3K
+ 166.72%
$45.59 - $46.25 $2.89M - $2.93M
101K $4.62M
NFLX
Netflix Inc

Communication Services
674
+ 5.98%
$687.65 - $936.56 $463K - $631K
11.9K $10.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.7K
+ 12.11%
$176.42 - $186.91 $2.78M - $2.94M
146K $25.9M
ADP
Automatic Data Processing Inc

Industrials
7.73K
+ 33.35%
$280.08 - $307.97 $2.17M - $2.38M
30.9K $9.05M
GS
Goldman Sachs Group Inc

Financial Services
3.22K
+ 36.19%
$486.1 - $608.57 $1.56M - $1.96M
12.1K $6.93M
HCP
Hashi Corp, Inc.

Technology
72.1K
+ 42.68%
$33.57 - $34.27 $2.42M - $2.47M
241K $8.24M
XLE
Energy Sector Spdr

ETFs
29.1K
+ 103.93%
$83.32 - $97.27 $2.42M - $2.83M
57K $4.88M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
71.4K
+ 24.37%
$57.07 - $62.58 $4.07M - $4.47M
364K $20.8M
PULS
Pgim ETF Tr

ETFs
44.3K
+ 208.16%
$49.51 - $49.79 $2.19M - $2.21M
65.6K $3.25M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
92.5K
+ 79.84%
$24.94 - $26.14 $2.31M - $2.42M
208K $5.21M
SHW
Sherwin Williams CO

Basic Materials
6.55K
+ 443.07%
$338.75 - $399.71 $2.22M - $2.62M
8.03K $2.73M
AVLV
American Centy ETF Tr Avantis
29.8K
+ 21.0%
$65.51 - $71.22 $1.95M - $2.12M
172K $11.5M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
46.3K
+ 109.04%
$46.63 - $47.41 $2.16M - $2.19M
88.7K $4.14M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
18K
+ 167.37%
$119.34 - $127.78 $2.15M - $2.3M
28.8K $3.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
538K
+ 316.66%
$25.93 - $105.3 $13.9M - $56.6M
708K $19.7M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
94.6K
+ 145.65%
$21.66 - $22.69 $2.05M - $2.15M
160K $3.48M
KLAC
Kla Corp

Technology
3.55K
+ 204.73%
$614.46 - $829.55 $2.18M - $2.95M
5.29K $3.33M
CMI
Cummins Inc

Industrials
5.56K
+ 566.6%
$324.93 - $383.42 $1.81M - $2.13M
6.55K $2.28M
XLF
Financial Sector Spdr

ETFs
36.5K
+ 81.6%
$44.89 - $51.34 $1.64M - $1.88M
81.3K $3.93M
IAU
Ishares Gold Trust

ETFs
39.3K
+ 16.81%
$48.37 - $52.65 $1.9M - $2.07M
273K $13.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.5K
+ 10.89%
$113.92 - $127.38 $2.11M - $2.36M
188K $21.7M
C
Citigroup Inc

Financial Services
19.2K
+ 32.28%
$61.31 - $72.5 $1.17M - $1.39M
78.5K $5.53M
RF
Regions Financial Corp

Financial Services
75K
+ 407.22%
$22.45 - $27.47 $1.68M - $2.06M
93.5K $2.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.4K
+ 26.4%
$71.75 - $75.11 $2.03M - $2.13M
136K $9.77M
DFSV
Dimensional ETF Tr Dimensional

ETFs
54.8K
+ 17.35%
$30.18 - $33.87 $1.66M - $1.86M
371K $11.4M
COST
Costco Wholesale Corp

Consumer Defensive
1.18K
+ 5.97%
$873.59 - $994.69 $1.03M - $1.17M
20.9K $19.1M
XLI
Industrial Sector Spdr

ETFs
12.8K
+ 94.94%
$131.76 - $143.99 $1.68M - $1.84M
26.2K $3.45M
AVUV
American Centy ETF Tr Avantis

ETFs
16.5K
+ 32.59%
$94.37 - $106.41 $1.56M - $1.76M
67.3K $6.5M
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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