Perigon Wealth Management, LLC New Holdings in Q4 2024

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
99.1K
New
$567.81 - $607.81 $56.2M - $60.2M
99.1K $58.1M
IWM
Ishares Russell 2000 ETF

ETFs
65K
New
$216.13 - $242.4 $14M - $15.8M
65K $14.4M
UBER
Uber Technologies, Inc

Technology
81K
New
$59.93 - $86.34 $4.85M - $6.99M
81K $4.89M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23.6K
New
$201.32 - $217.44 $4.74M - $5.12M
23.6K $4.87M
DAR
Darling Ingredients Inc.

Consumer Defensive
72.9K
New
$33.0 - $43.05 $2.41M - $3.14M
72.9K $2.46M
FITB
Fifth Third Bancorp

Financial Services
52.4K
New
$41.76 - $48.44 $2.19M - $2.54M
52.4K $2.22M
TSCO
Tractor Supply CO

Consumer Cyclical
33.5K
New
$52.59 - $303.74 $1.76M - $10.2M
33.5K $1.78M
WSO
Watsco Inc

Industrials
3.54K
New
$466.57 - $568.78 $1.65M - $2.01M
3.54K $1.68M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
19.7K
New
$65.31 - $74.15 $1.29M - $1.46M
19.7K $1.33M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
26.2K
New
$50.02 - $51.24 $1.31M - $1.34M
26.2K $1.32M
FXE
Invesco Currency Shares Euro Trust

ETFs
10.8K
New
$95.66 - $102.06 $1.04M - $1.1M
10.8K $1.04M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
16.6K
New
$55.42 - $61.69 $918K - $1.02M
16.6K $918K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
36K
New
$18.2 - $27.01 $656K - $973K
36K $773K
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.49K
New
$63.58 - $71.15 $540K - $604K
8.49K $552K
DG
Dollar General Corp

Consumer Defensive
7.25K
New
$73.27 - $84.47 $531K - $612K
7.25K $549K
DISV
Dimensional ETF Tr Dimensional

ETFs
19.8K
New
$26.18 - $28.77 $519K - $570K
19.8K $526K
TDC
Teradata Corp

Technology
16.6K
New
$28.47 - $33.38 $473K - $555K
16.6K $517K
AXON
Axon Enterprise, Inc.

Industrials
833
New
$399.22 - $689.78 $333K - $575K
833 $495K
ESTC
Elastic N.V.

Technology
4.9K
New
$75.01 - $116.22 $367K - $569K
4.9K $485K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
12K
New
$37.46 - $43.08 $450K - $517K
12K $456K
SIMO
Silicon Motion Technology Corp

Technology
8.41K
New
$51.13 - $61.14 $430K - $514K
8.41K $454K
ABR
Arbor Realty Trust Inc

Real Estate
30.7K
New
$13.66 - $15.64 $419K - $480K
30.7K $425K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
7.65K
New
$52.71 - $56.65 $403K - $433K
7.65K $412K
CMF
Ishares California Muni Bond E

ETFs
6.97K
New
$56.66 - $58.1 $395K - $405K
6.97K $399K
MBLY
Mobileye Global Inc.
20K
New
$12.07 - $20.07 $241K - $401K
20K $397K
PFIX
Simplify ETF Simplify Int Rate

ETFs
7.37K
New
$39.93 - $52.66 $294K - $388K
7.37K $385K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
14.6K
New
$26.16 - $29.13 $382K - $425K
14.6K $382K
CSGP
Costar Group, Inc.

Real Estate
5.31K
New
$69.7 - $81.97 $370K - $435K
5.31K $379K
VFC
V F Corp

Consumer Cyclical
17.2K
New
$16.7 - $22.59 $287K - $388K
17.2K $368K
OMC
Omnicom Group Inc.

Communication Services
4.25K
New
$85.82 - $105.47 $365K - $449K
4.25K $365K
MRVL
Marvell Technology, Inc.

Technology
3.29K
New
$70.31 - $124.78 $232K - $411K
3.29K $363K
IONQ
Ion Q, Inc.

Technology
8.67K
New
$8.17 - $48.24 $70.9K - $418K
8.67K $362K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
16.4K
New
$21.02 - $21.57 $344K - $353K
16.4K $346K
PHYS
Sprott Physical Gold Trust

Financial Services
17K
New
$19.66 - $21.66 $335K - $369K
17K $342K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
13.9K
New
$17.13 - $34.23 $239K - $477K
13.9K $336K
ARIS
Aris Water Solutions, Inc.

Utilities
13.4K
New
$15.05 - $27.52 $201K - $368K
13.4K $319K
CEIX
Consol Energy Inc.

Energy
2.91K
New
$101.36 - $133.33 $295K - $388K
2.91K $310K
ENTX
Entera Bio Ltd.

Healthcare
146K
New
$1.54 - $2.26 $225K - $330K
146K $303K
KHC
Kraft Heinz CO

Consumer Defensive
9.89K
New
$30.1 - $36.02 $298K - $356K
9.89K $303K
AB
Alliancebernstein Holding L.P.

Financial Services
7.89K
New
$34.59 - $38.68 $273K - $305K
7.89K $292K
CGUS
Capital Group Core Equity ETF
8.25K
New
$33.96 - $36.24 $280K - $299K
8.25K $288K
BLOK
Amplify ETF Tr Trnsformational

ETFs
6.57K
New
$36.5 - $53.22 $240K - $350K
6.57K $283K
SEB
Seaboard Corp

Industrials
116
New
$2390.98 - $3163.38 $277K - $367K
116 $281K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
8.37K
New
$32.56 - $42.89 $272K - $359K
8.37K $277K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
9.5K
New
$29.02 - $32.11 $276K - $305K
9.5K $275K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.02K
New
$43.84 - $48.76 $264K - $294K
6.02K $265K
WDFC
Wd 40 CO

Basic Materials
1.08K
New
$242.06 - $290.11 $262K - $314K
1.08K $262K
JPEM
Jp Morgan Diversified Return

ETFs
5.05K
New
$51.88 - $57.84 $262K - $292K
5.05K $262K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.82K
New
$92.58 - $93.71 $261K - $264K
2.82K $261K
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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