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
AXP
American Express CO

Financial Services
680
+ 1.24%
$267.35 - $305.57 $182K - $208K
55.4K $16.5M
MBB
Ishares Tr

ETFs
24.3K
+ 16.05%
$91.26 - $95.82 $2.22M - $2.33M
176K $16.1M
MA
Mastercard Inc

Financial Services
438
+ 1.06%
$491.3 - $536.15 $215K - $235K
41.7K $22M
HD
Home Depot, Inc.

Consumer Cyclical
8.17K
+ 8.15%
$385.02 - $431.37 $3.14M - $3.52M
108K $42.2M
ABT
Abbott Laboratories

Healthcare
14.2K
+ 24.66%
$111.93 - $119.39 $1.59M - $1.69M
71.8K $8.12M
VGT
Vanguard Information Technolog

ETFs
1.42K
+ 7.94%
$571.78 - $647.97 $813K - $921K
19.3K $12M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.58K
+ 41.7%
$216.72 - $244.71 $1.21M - $1.36M
18.9K $4.46M
WMT
Walmart Inc.

Consumer Defensive
1.44K
+ 1.04%
$79.1 - $95.7 $114K - $138K
139K $12.6M
MSTR
Microstrategy Inc

Technology
665
+ 6.42%
$162.69 - $473.83 $108K - $315K
11K $3.19M
DSI
Ishares Msci Kld 400 Social Et

ETFs
12.1K
+ 22.84%
$107.41 - $115.71 $1.29M - $1.39M
64.8K $7.14M
MO
Altria Group, Inc.

Consumer Defensive
24.6K
+ 87.42%
$49.06 - $57.74 $1.21M - $1.42M
52.8K $2.76M
NOW
Service Now, Inc.

Technology
569
+ 13.35%
$867.18 - $1148.42 $493K - $653K
4.83K $5.12M
GLD
Spdr Gold Trust

ETFs
5.52K
+ 9.09%
$236.59 - $257.5 $1.31M - $1.42M
66.2K $16M
IVE
Ishares S&P 500 Value ETF

ETFs
8.83K
+ 13.39%
$189.5 - $206.17 $1.67M - $1.82M
74.8K $14.3M
ABBV
Abb Vie Inc.

Healthcare
17.4K
+ 18.57%
$164.99 - $203.87 $2.88M - $3.55M
111K $19.8M
JCI
Johnson Controls International PLC

Industrials
15.5K
+ 419.74%
$74.23 - $86.6 $1.15M - $1.35M
19.3K $1.52M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.81K
+ 34.06%
$264.18 - $304.19 $1.01M - $1.16M
15K $4.2M
CSCO
Cisco Systems, Inc.

Technology
3.64K
+ 2.36%
$52.45 - $60.02 $191K - $218K
158K $9.33M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
32.1K
+ 143.13%
$37.41 - $42.14 $1.2M - $1.35M
54.6K $2.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
107K
+ 201.63%
$22.63 - $47.53 $2.43M - $5.1M
161K $3.64M
VTI
Vanguard Total Stock Market Et

ETFs
1.12K
+ 0.94%
$280.04 - $302.45 $312K - $337K
120K $34.6M
LOW
Lowes Companies Inc

Consumer Cyclical
4.59K
+ 131.58%
$244.52 - $284.07 $1.12M - $1.3M
8.07K $1.99M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
35.9K
+ 21.19%
$55.45 - $61.08 $1.99M - $2.19M
205K $11.4M
LHX
L3 Harris Technologies, Inc.

Industrials
5.19K
+ 210.9%
$208.94 - $264.22 $1.08M - $1.37M
7.65K $1.61M
MUB
Ishares National Muni Bond ETF

ETFs
13.9K
+ 6.06%
$105.78 - $108.7 $1.47M - $1.52M
244K $26M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.94K
+ 3.9%
$94.43 - $105.47 $372K - $416K
105K $10.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
9.45K
+ 58.01%
$89.97 - $98.59 $850K - $932K
25.7K $2.45M
UNH
Unitedhealth Group Inc

Healthcare
3.97K
+ 29.09%
$485.52 - $625.25 $1.93M - $2.48M
17.6K $8.91M
WMB
Williams Companies, Inc.

Energy
14.8K
+ 138.51%
$46.37 - $59.74 $687K - $885K
25.5K $1.38M
BMY
Bristol Myers Squibb CO

Healthcare
11.5K
+ 23.76%
$51.92 - $59.94 $599K - $691K
60.1K $3.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
10K
+ 14.24%
N/A
80.5K $6.91M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.25K
+ 18.22%
$275.15 - $388.2 $344K - $486K
8.12K $2.78M
VB
Vanguard Small Cap ETF

ETFs
3.03K
+ 7.68%
$233.76 - $261.58 $709K - $793K
42.5K $10.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 167.86%
$46.94 - $51.62 $774K - $852K
26.3K $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
5.75K
+ 10.16%
$288.47 - $316.54 $1.66M - $1.82M
62.3K $18.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.4K
+ 14.45%
$50.37 - $50.6 $876K - $880K
138K $6.94M
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.59K
+ 67.55%
$77.25 - $91.3 $664K - $784K
21.3K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.05K
+ 9.83%
$174.22 - $187.62 $1.05M - $1.13M
67.6K $11.8M
CVX
Chevron Corp

Energy
6.59K
+ 8.33%
$141.15 - $162.53 $930K - $1.07M
85.7K $12.4M
SUB
Ishares Short Term National Mu

ETFs
7.33K
+ 39.91%
$104.94 - $106.2 $769K - $778K
25.7K $2.71M
LMT
Lockheed Martin Corp

Industrials
4.79K
+ 30.11%
$479.66 - $614.62 $2.3M - $2.95M
20.7K $10.1M
SQ
Block, Inc.

Technology
6.78K
+ 66.66%
$65.06 - $98.92 $441K - $671K
16.9K $1.44M
EFV
Msci Eafe Value ETF

ETFs
36.7K
+ 15.71%
$51.78 - $57.15 $1.9M - $2.1M
271K $14.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.28K
+ 14.77%
$241.48 - $274.89 $550K - $626K
17.7K $4.49M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
12.1K
+ 31.01%
$63.01 - $68.55 $763K - $830K
51.2K $3.24M
SCHV
Schwab Strategic Tr Us Large C

ETFs
394K
+ 223.66%
$25.79 - $80.4 $10.2M - $31.7M
571K $14.9M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
33.2K
+ 12.15%
$24.61 - $25.12 $816K - $833K
306K $7.56M
GD
General Dynamics Corp

Industrials
3.08K
+ 90.4%
$260.28 - $314.03 $801K - $967K
6.48K $1.71M
PG
Procter & Gamble CO

Consumer Defensive
6.05K
+ 9.75%
$161.05 - $179.7 $975K - $1.09M
68.1K $11.4M
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email