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
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
MDB
Mongo Db, Inc.

Technology
66
+ 2.68%
$232.81 - $350.13 $15.4K - $23.1K
2.53K $588K
MATX
Matson, Inc.

Industrials
10
+ 0.1%
$131.18 - $167.37 $1.31K - $1.67K
10K $1.35M
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.43K
+ 11.58%
$59.25 - $72.99 $84.4K - $104K
13.7K $819K
SHEL
Shell PLC

Energy
196
+ 0.64%
$60.63 - $70.23 $11.9K - $13.8K
30.8K $1.93M
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
ASPN
Aspen Aerogels Inc

Industrials
13.8K
+ 66.79%
$11.88 - $26.48 $164K - $365K
34.5K $409K
DHI
Horton D R Inc

Consumer Cyclical
33
+ 0.93%
$137.24 - $194.56 $4.53K - $6.42K
3.57K $499K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.74K
+ 5.1%
$55.1 - $61.74 $151K - $169K
56.4K $3.12M
KRYS
Krystal Biotech, Inc.

Healthcare
123
+ 1.51%
$156.64 - $199.61 $19.3K - $24.6K
8.29K $1.3M
NSC
Norfolk Southern Corp

Industrials
25
+ 0.18%
$230.6 - $277.0 $5.77K - $6.93K
14.2K $3.33M
FNDF
Schwab Fundamental Intl Large

ETFs
916
+ 1.74%
$32.92 - $37.15 $30.2K - $34K
53.4K $1.77M
SCHP
Schwab Strategic Us Tips ETF

ETFs
43.3K
+ 91.73%
$25.74 - $53.78 $1.11M - $2.33M
90.5K $2.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.24K
+ 2.67%
$58.88 - $64.8 $72.8K - $80.2K
47.6K $2.81M
AZN
Astrazeneca PLC

Healthcare
567
+ 2.98%
$63.2 - $79.58 $35.8K - $45.1K
19.6K $1.28M
EXP
Eagle Materials Inc

Basic Materials
87
+ 1.59%
$246.48 - $315.29 $21.4K - $27.4K
5.57K $1.37M
BNL
Broadstone Net Lease, Inc.

Real Estate
120
+ 0.15%
$15.86 - $18.7 $1.9K - $2.24K
78.9K $1.25M
RTX
Raytheon Technologies Corp

Industrials
1.25K
+ 1.73%
$114.45 - $127.21 $142K - $158K
73.3K $8.48M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
94
+ 1.94%
$396.64 - $516.74 $37.3K - $48.6K
4.94K $1.99M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
682
+ 2.18%
$114.08 - $125.68 $77.8K - $85.7K
32K $3.66M
CHRD
Oasis Petroleum Inc.

Energy
157
+ 0.7%
$110.83 - $137.78 $17.4K - $21.6K
22.7K $2.65M
CL
Colgate Palmolive CO

Consumer Defensive
1.18K
+ 3.64%
$90.22 - $102.31 $107K - $121K
33.7K $3.06M
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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