Perigon Wealth Management, LLC Purchases in Q2 2025

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Grayscale Bitcoin Mini Tr Et
4.21K
New
N/A
4.21K $0
Blackrock ETF Trust Ii
15.9K
+ 11.24%
N/A
158K $0
Grayscale Ethereum Trust ETF
1.1K
+ 6.4%
N/A
18.3K $0
Blackrock ETF Trust
8.2K
New
N/A
8.2K $0
Blackrock ETF Trust
203K
+ 973.55%
N/A
224K $0
Servicetitan Inc
26.5K
New
N/A
26.5K $0
Cava Group Inc
887
+ 23.45%
N/A
4.67K $0
BFB
Brown Forman Corp Cl B
7.57K
New
N/A
7.57K $0
Sei Exchange Traded Funds
206
+ 0.58%
N/A
35.6K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
14.7K
+ 8.92%
N/A
180K $0
Blackrock ETF Trust Ii
5.01K
New
N/A
5.01K $0
Blackrock Inc
55
+ 2.12%
N/A
2.65K $0
Innovator Etfs Trust
7.5K
New
N/A
7.5K $0
Grail Inc
2.58K
+ 17.02%
N/A
17.7K $0
Goldman Sachs ETF Tr
20.4K
+ 87.89%
N/A
43.5K $0
Tidal Tr Ii
14.3K
New
N/A
14.3K $0
Global X Fds
49.3K
New
N/A
49.3K $0
Lithium Argentina Ag
19.8K
New
N/A
19.8K $0
Annaly Capital Management In
1.3K
+ 2.82%
N/A
47.3K $0
Lithium Amers Corp New
10K
+ 63.2%
N/A
25.8K $0
Liberty Global LTD
1.56K
+ 6.54%
N/A
25.4K $0
Amplify ETF Tr
5.26K
+ 38.41%
N/A
19K $0
Ark 21 Shares Bitcoin ETF
11.4K
+ 246.89%
N/A
16K $0
Te Connectivity PLC
1.51K
New
N/A
1.51K $0
Goldman Sachs ETF Tr
10K
New
N/A
10K $0
Core Scientific Inc New
14.6K
+ 14.23%
N/A
118K $0
Natwest Group PLC
1.68K
+ 12.79%
N/A
14.8K $0
PGR
Progressive Corp

Financial Services
283
+ 6.03%
$255.27 - $288.74 $72.2K - $81.7K
4.98K $1.33M
AZN
Astrazeneca PLC

Healthcare
1K
+ 5.13%
$64.87 - $75.0 $64.9K - $75K
20.5K $1.43M
FSK
Fs Kkr Capital Corp

Financial Services
23
+ 0.16%
$17.95 - $21.5 $413 - $495
14K $291K
CTRA
Coterra Energy Inc.

Energy
1.14K
+ 12.41%
$22.6 - $29.07 $25.8K - $33.2K
10.4K $262K
MSI
Motorola Solutions, Inc.

Technology
36
+ 3.13%
$394.72 - $440.39 $14.2K - $15.9K
1.19K $499K
PKG
Packaging Corp Of America

Consumer Cyclical
23
+ 1.82%
$175.97 - $201.36 $4.05K - $4.63K
1.29K $242K
LPX
Louisiana Pacific Corp

Industrials
114
+ 3.79%
$81.16 - $95.48 $9.25K - $10.9K
3.12K $268K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.01%
$67.29 - $72.42 $67.3 - $72.4
7.81K $550K
EQNR
Equinor Asa

Energy
206
+ 1.85%
$22.04 - $28.08 $4.54K - $5.78K
11.4K $285K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.78K
+ 4.42%
$26.88 - $32.74 $47.9K - $58.3K
42.1K $1.29M
DVN
Devon Energy Corp

Energy
682
+ 10.9%
$26.8 - $37.92 $18.3K - $25.9K
6.94K $220K
ED
Consolidated Edison Inc

Utilities
457
+ 7.68%
$98.05 - $113.3 $44.8K - $51.8K
6.41K $643K
EXC
Exelon Corp

Utilities
584
+ 3.83%
$42.2 - $47.37 $24.6K - $27.7K
15.8K $687K
MAS
Masco Corp

Industrials
13
+ 0.38%
$58.73 - $71.06 $763 - $924
3.48K $223K
DTE
Dte Energy CO

Utilities
8
+ 0.2%
$127.39 - $139.49 $1.02K - $1.12K
3.94K $521K
DHR
Danaher Corp

Healthcare
61
+ 1.33%
$174.64 - $205.16 $10.7K - $12.5K
4.64K $917K
PFE
Pfizer Inc

Healthcare
4.28K
+ 3.62%
$21.59 - $24.84 $92.4K - $106K
123K $2.97M
IT
Gartner Inc

Technology
18
+ 0.6%
$377.5 - $449.52 $6.8K - $8.09K
3K $1.21M
FDX
Fedex Corp

Industrials
72
+ 2.07%
$198.07 - $245.17 $14.3K - $17.7K
3.56K $808K
AEP
American Electric Power CO Inc

Utilities
260
+ 1.95%
$98.59 - $109.11 $25.6K - $28.4K
13.6K $1.41M
TGT
Target Corp

Consumer Defensive
89
+ 0.93%
$88.76 - $105.77 $7.9K - $9.41K
9.71K $957K
AES
Aes Corp

Utilities
6.65K
+ 9.95%
$9.63 - $12.55 $64.1K - $83.5K
73.5K $773K
Activity Summary
Buys All Purchases 566 New Holdings 84 Increased Positions 482 Sells All Sells 429 Reductions 429 Sold out 0 Options Calls 0 Puts 0
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