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
CGGR
Capital Group Growth ETF Shs C

ETFs
154
+ 2.39%
$34.49 - $39.24 $5.31K - $6.04K
6.59K $245K
IVT
Inven Trust Properties Corp.

Real Estate
36
+ 0.31%
$28.52 - $31.3 $1.03K - $1.13K
11.8K $355K
BR
Broadridge Financial Solutions, Inc.

Technology
22
+ 1.63%
$209.64 - $236.44 $4.61K - $5.2K
1.38K $310K
DUHP
Dimensional ETF Tr Dimensional

ETFs
684
+ 6.79%
$33.62 - $35.69 $23K - $24.4K
10.8K $363K
RELX
Relx PLC

Communication Services
707
+ 11.28%
$44.45 - $48.63 $31.4K - $34.4K
6.97K $316K
CTVA
Corteva, Inc.

Basic Materials
760
+ 5.71%
$55.21 - $64.13 $42K - $48.7K
14.1K $800K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 10.34%
$38.37 - $42.82 $68.6K - $76.5K
19.1K $731K
UBS
Ubs Group Ag

Financial Services
754
+ 6.76%
$29.78 - $33.08 $22.5K - $24.9K
11.9K $361K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
378
+ 6.69%
$41.09 - $45.94 $15.5K - $17.4K
6.03K $253K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 14.08%
$34.13 - $37.35 $61.2K - $67K
14.5K $495K
ODFL
Old Dominion Freight Line, Inc.

Industrials
297
+ 18.1%
$176.4 - $231.84 $52.4K - $68.9K
1.94K $341K
PARA
Paramount Global

Communication Services
1.87K
+ 6.95%
$10.27 - $11.57 $19.2K - $21.7K
28.8K $300K
UEC
Uranium Energy Corp

Energy
1K
+ 7.55%
$6.55 - $8.6 $6.55K - $8.6K
14.3K $95K
CHKP
Check Point Software Technologies LTD

Technology
104
+ 9.84%
$170.18 - $209.01 $17.7K - $21.7K
1.16K $216K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
209
+ 4.21%
$105.45 - $117.99 $22K - $24.7K
5.18K $549K
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
705
+ 9.31%
$25.65 - $26.37 $18.1K - $18.6K
8.27K $212K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.12K
+ 10.29%
$30.48 - $34.2 $64.6K - $72.5K
22.7K $692K
IJS
Ishares S&P Smallcap 600 Value

ETFs
95
+ 4.66%
$104.59 - $118.05 $9.94K - $11.2K
2.14K $231K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
571
+ 7.18%
$50.14 - $52.56 $28.6K - $30K
8.52K $428K
ASX
Ase Technology Holding Co., Ltd.

Technology
675
+ 6.74%
$9.49 - $10.74 $6.41K - $7.25K
10.7K $107K
WEC
Wec Energy Group, Inc.

Utilities
161
+ 5.46%
$92.94 - $101.82 $15K - $16.4K
3.11K $292K
EOG
Eog Resources Inc

Energy
84
+ 2.58%
$118.22 - $136.54 $9.93K - $11.5K
3.34K $409K
CLX
Clorox CO

Consumer Defensive
57
+ 3.05%
$156.51 - $169.74 $8.92K - $9.68K
1.93K $312K
ILCB
Ishares Morningstar U.S. Equit

ETFs
7
+ 0.17%
$78.43 - $84.56 $549 - $592
4.15K $336K
GBDC
Golub Capital Bdc, Inc.

Financial Services
415
+ 3.96%
$14.69 - $15.67 $6.1K - $6.5K
10.9K $165K
NTAP
Net App, Inc.

Technology
181
+ 9.1%
$115.31 - $131.11 $20.9K - $23.7K
2.17K $252K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
550
+ 6.6%
$23.63 - $26.47 $13K - $14.6K
8.88K $211K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
239
+ 1.46%
N/A
16.6K $521K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
1.4K
+ 9.23%
$11.12 - $11.98 $15.6K - $16.8K
16.6K $187K
CGNX
Cognex Corp

Technology
1.45K
+ 14.87%
$35.61 - $43.05 $51.6K - $62.3K
11.2K $401K
IVZ
Invesco Ltd.

Financial Services
390
+ 3.43%
$16.78 - $18.63 $6.54K - $7.27K
11.8K $205K
ORA
Ormat Technologies, Inc.

Utilities
446
+ 16.42%
$67.12 - $83.84 $29.9K - $37.4K
3.16K $214K
PFS
Provident Financial Services Inc

Financial Services
24
+ 0.18%
$17.64 - $21.86 $423 - $525
13.6K $256K
FTHI
First Trust Exchange Traded Fd

ETFs
60
+ 0.46%
$22.89 - $24.02 $1.37K - $1.44K
13.2K $308K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.33K
+ 4.33%
$19.27 - $20.9 $25.6K - $27.7K
32K $631K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
303
+ 1.22%
$50.23 - $50.47 $15.2K - $15.3K
25.2K $1.26M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
63
+ 1.54%
$99.0 - $99.5 $6.24K - $6.27K
4.15K $410K
XSMO
Invesco S&P Smallcap Momentum

ETFs
55
+ 1.58%
$65.08 - $73.72 $3.58K - $4.05K
3.53K $233K
HDV
Ishares Core High Dividend ETF

ETFs
120
+ 6.59%
$110.82 - $121.28 $13.3K - $14.6K
1.94K $217K
RS
Reliance Steel & Aluminum CO

Basic Materials
85
+ 8.37%
$264.2 - $326.32 $22.5K - $27.7K
1.1K $296K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
68
+ 4.4%
$134.53 - $150.65 $9.15K - $10.2K
1.61K $218K
AEM
Agnico Eagle Mines LTD

Basic Materials
294
+ 3.53%
$75.99 - $88.85 $22.3K - $26.1K
8.63K $674K
ESS
Essex Property Trust, Inc.

Real Estate
9
+ 0.03%
N/A
27.4K $7.47M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
49
+ 0.81%
$65.67 - $69.79 $3.22K - $3.42K
6.08K $407K
VPN
Global X Fds Data Ctr Reits &

ETFs
155
+ 1.52%
N/A
10.3K $164K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
101
+ 1.77%
$57.38 - $61.11 $5.8K - $6.17K
5.8K $338K
TFSL
Tfs Financial Corp

Financial Services
388
+ 3.3%
$12.52 - $14.53 $4.86K - $5.64K
12.1K $152K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
460
+ 3.88%
$7.83 - $8.16 $3.6K - $3.75K
12.3K $96K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
6
+ 0.14%
$66.67 - $74.08 $400 - $444
4.15K $281K
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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