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
ADI
Analog Devices Inc

Technology
259
+ 7.41%
$206.35 - $236.48 $53.4K - $61.2K
3.75K $797K
BOX
Box Inc

Technology
9
+ 0.14%
$31.6 - $35.65 $284 - $321
6.41K $202K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
118
+ 1.93%
$68.01 - $70.67 $8.03K - $8.34K
6.25K $425K
TDVG
T Rowe Price Exchange Traded F

Technology
428
+ 2.28%
$39.51 - $41.92 $16.9K - $17.9K
19.2K $759K
HAL
Halliburton CO

Energy
159
+ 2.22%
$25.77 - $31.99 $4.1K - $5.09K
7.33K $199K
CBOE
Cboe Global Markets, Inc.

Financial Services
3
+ 0.22%
$191.61 - $217.84 $575 - $654
1.38K $269K
PAVE
Global X Fds Us Infrastructure

ETFs
215
+ 0.83%
$40.41 - $45.95 $8.69K - $9.88K
26.2K $1.06M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
418
+ 3.15%
$40.33 - $42.34 $16.9K - $17.7K
13.7K $551K
ECL
Ecolab Inc.

Basic Materials
416
+ 7.92%
$234.32 - $261.43 $97.5K - $109K
5.67K $1.33M
ORCL
Oracle Corp

Technology
549
+ 1.96%
$165.41 - $192.43 $90.8K - $106K
28.6K $4.76M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
613
+ 1.48%
$19.99 - $20.7 $12.3K - $12.7K
42.1K $841K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
78.4K
+ 198.57%
$27.54 - $83.04 $2.16M - $6.51M
118K $3.27M
NIO
Nio Inc.

Consumer Cyclical
2.87K
+ 24.09%
$4.31 - $7.21 $12.4K - $20.7K
14.8K $64K
SCHO
Schwab Short Term Us Treasury

ETFs
14.5K
+ 99.19%
$24.06 - $48.88 $350K - $710K
29.2K $702K
GNR
Spdr S&P Global Natural Resour

ETFs
2.6K
+ 14.22%
$48.67 - $58.43 $127K - $152K
20.9K $1.04M
LYG
Lloyds Banking Group PLC

Financial Services
1.58K
+ 2.76%
$2.67 - $3.23 $4.21K - $5.1K
58.8K $159K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
65.6K
+ 190.71%
$22.01 - $66.82 $1.44M - $4.38M
100K $2.27M
HSIC
Henry Schein Inc

Healthcare
48
+ 0.8%
$66.54 - $77.66 $3.19K - $3.73K
6.06K $419K
THO
Thor Industries Inc

Consumer Cyclical
253
+ 8.4%
$94.35 - $115.54 $23.9K - $29.2K
3.27K $312K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
751
+ 8.64%
$54.2 - $60.92 $40.7K - $45.8K
9.45K $512K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3
+ 0.07%
$46.96 - $51.46 $141 - $154
4.29K $202K
IXUS
Ishares Tr

ETFs
24
+ 0.68%
$65.95 - $72.56 $1.58K - $1.74K
3.56K $235K
MAS
Masco Corp

Industrials
204
+ 6.1%
$72.52 - $85.73 $14.8K - $17.5K
3.55K $257K
FNX
First Tr Mid Cap Core Alphadex

ETFs
3
+ 0.02%
$114.77 - $127.28 $344 - $382
17K $1.97M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
470
+ 2.46%
$42.84 - $45.38 $20.1K - $21.3K
19.6K $840K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
730
+ 1.08%
$26.55 - $27.32 $19.4K - $19.9K
68.5K $1.83M
DVN
Devon Energy Corp

Energy
451
+ 7.64%
$30.52 - $42.96 $13.8K - $19.4K
6.36K $208K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
90
+ 0.26%
$40.38 - $44.35 $3.63K - $3.99K
34.3K $1.4M
BYND
Beyond Meat, Inc.

Consumer Defensive
2.99K
+ 25.87%
$3.41 - $6.71 $10.2K - $20K
14.5K $54K
MMM
3 M CO

Industrials
1.53K
+ 5.21%
$124.74 - $137.12 $190K - $209K
30.8K $3.98M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
205
+ 2.77%
$26.77 - $30.82 $5.49K - $6.32K
7.61K $205K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
5
+ 0.05%
$11.39 - $14.03 $57 - $70.1
10.6K $122K
BLDR
Builders First Source, Inc.

Industrials
1.23K
+ 30.92%
$142.93 - $198.25 $176K - $244K
5.21K $744K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.87K
+ 2.26%
$32.65 - $33.68 $93.7K - $96.6K
130K $4.25M
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
HISF
First Tr Exc Traded Fd Iv High

ETFs
193
+ 0.81%
$43.73 - $45.64 $8.44K - $8.81K
24.1K $1.06M
KRBN
Kraneshares Global Carbon Stra

Technology
28
+ 0.2%
$26.98 - $32.82 $755 - $919
13.9K $406K
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
ROP
Roper Technologies Inc

Industrials
4
+ 0.35%
$519.85 - $575.95 $2.08K - $2.3K
1.14K $591K
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
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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