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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.63K
+ 6.27%
$48.51 - $52.86 $224K - $244K
78.4K $4.14M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.89K
+ 3.03%
$38.22 - $43.47 $110K - $125K
98.3K $4.26M
BSX
Boston Scientific Corp

Healthcare
5.54K
+ 50.5%
$72.96 - $84.0 $404K - $466K
16.5K $1.38M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
11.4K
+ 27.8%
$32.04 - $37.11 $364K - $422K
52.3K $1.9M
HPE
Hewlett Packard Enterprise CO

Technology
25.8K
+ 192.74%
$16.1 - $21.44 $415K - $552K
39.1K $800K
NSC
Norfolk Southern Corp

Industrials
179
+ 1.28%
$213.75 - $259.69 $38.3K - $46.5K
14.2K $3.52M
EXP
Eagle Materials Inc

Basic Materials
573
+ 11.68%
$212.39 - $292.18 $122K - $167K
5.48K $1.58M
RDFN
Redfin Corp

Real Estate
2.43K
+ 3.31%
$5.64 - $14.45 $13.7K - $35.1K
75.9K $950K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.52K
+ 4.75%
$19.78 - $23.53 $109K - $130K
122K $2.82M
AVUS
American Centy ETF Tr Avantis

ETFs
520
+ 0.63%
$86.27 - $95.15 $44.9K - $49.5K
82.9K $7.89M
DHR
Danaher Corp

Healthcare
211
+ 1.48%
$239.25 - $280.76 $50.5K - $59.2K
14.4K $4.01M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.12K
+ 9.31%
$70.04 - $77.47 $219K - $242K
36.6K $2.84M
IAK
Ishares Tr

ETFs
2.74K
+ 46.35%
$112.0 - $130.47 $307K - $357K
8.65K $1.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.17K
+ 1.17%
$84.77 - $97.13 $99.1K - $114K
101K $9.67M
ICE
Intercontinental Exchange, Inc.

Financial Services
373
+ 2.61%
$136.93 - $162.81 $51.1K - $60.7K
14.7K $2.35M
PULS
Pgim ETF Tr

ETFs
7.97K
+ 59.78%
$49.47 - $49.8 $394K - $397K
21.3K $1.06M
VT
Vanguard Total World Stk Index

ETFs
376
+ 0.76%
$107.72 - $119.96 $40.5K - $45.1K
50K $5.98M
KWEB
Kraneshares Tr Csi China Inter

ETFs
8.61K
+ 60.65%
$24.73 - $34.02 $213K - $293K
22.8K $775K
IFRA
Ishares Tr

ETFs
5.69K
+ 22.45%
$41.55 - $46.97 $237K - $267K
31K $1.46M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.03%
$125.95 - $142.04 $1.13K - $1.28K
26.2K $3.72M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.38K
+ 7.42%
$60.84 - $67.51 $206K - $228K
49K $3.31M
DUK
Duke Energy Corp

Utilities
2.18K
+ 26.1%
$99.35 - $117.71 $217K - $257K
10.6K $1.22M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
6.22K
+ 38.81%
$39.55 - $45.17 $246K - $281K
22.2K $1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.14K
+ 1.85%
$25.45 - $29.53 $54.5K - $63.2K
118K $3.45M
ASPN
Aspen Aerogels Inc

Industrials
11.9K
+ 135.63%
$18.5 - $31.72 $220K - $377K
20.7K $572K
MSTR
Microstrategy Inc

Technology
9.34K
+ 920.49%
$114.3 - $1800.09 $1.07M - $16.8M
10.4K $1.75M
MU
Micron Technology Inc

Technology
7.09K
+ 50.07%
$86.27 - $136.82 $611K - $969K
21.2K $2.2M
PM
Philip Morris International Inc.

Consumer Defensive
998
+ 9.15%
$101.25 - $127.45 $101K - $127K
11.9K $1.45M
PFE
Pfizer Inc

Healthcare
7.78K
+ 6.5%
$27.7 - $31.39 $215K - $244K
127K $3.69M
SO
Southern CO

Utilities
151
+ 0.59%
$77.0 - $90.52 $11.6K - $13.7K
25.7K $2.32M
SE
Sea LTD

Consumer Cyclical
1.34K
+ 15.98%
$59.94 - $94.83 $80K - $127K
9.69K $913K
AMT
American Tower Corp

Real Estate
380
+ 6.77%
$192.27 - $242.73 $73.1K - $92.2K
6K $1.39M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.14K
+ 16.71%
$43.99 - $46.63 $226K - $240K
35.9K $1.67M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.03K
+ 30.19%
$113.41 - $125.62 $230K - $255K
8.75K $1.1M
CL
Colgate Palmolive CO

Consumer Defensive
812
+ 2.56%
$95.54 - $108.77 $77.6K - $88.3K
32.5K $3.37M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.54K
+ 40.11%
$64.83 - $72.82 $229K - $257K
12.3K $889K
ECL
Ecolab Inc.

Basic Materials
853
+ 19.38%
$228.86 - $255.76 $195K - $218K
5.25K $1.34M
JPIE
J P Morgan Exchange Traded Fd
5.63K
+ 17.38%
$45.17 - $46.39 $254K - $261K
38K $1.76M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.71K
+ 18.48%
$25.21 - $28.46 $194K - $219K
49.4K $1.39M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.28K
+ 17.77%
$43.59 - $49.35 $186K - $211K
28.3K $1.39M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.65K
+ 8.57%
$56.29 - $62.74 $149K - $166K
33.5K $2.1M
NOC
Northrop Grumman Corp

Industrials
66
+ 2.66%
$423.73 - $533.14 $28K - $35.2K
2.55K $1.34M
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 0.37%
$416.14 - $494.01 $8.32K - $9.88K
5.45K $2.68M
PGR
Progressive Corp

Financial Services
362
+ 9.88%
$209.46 - $259.24 $75.8K - $93.8K
4.03K $1.02M
IYJ
Ishares Tr

ETFs
133
+ 0.79%
$118.32 - $133.67 $15.7K - $17.8K
17K $2.27M
IT
Gartner Inc

Technology
163
+ 5.41%
$441.32 - $516.47 $71.9K - $84.2K
3.17K $1.61M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
242
+ 2.91%
$1024.09 - $1201.76 $248K - $291K
8.56K $9M
SLVM
Sylvamo Corp

Basic Materials
817
+ 7.82%
$65.73 - $87.18 $53.7K - $71.2K
11.3K $966K
BMRC
Bank Of Marin Bancorp

Financial Services
10
+ 0.02%
$16.0 - $22.35 $160 - $224
63.2K $1.27M
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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