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
VB
Vanguard Small Cap ETF

ETFs
614
+ 1.41%
$193.73 - $237.37 $119K - $146K
44.2K $10.5M
EWZS
Ishares Msci Brazil Small Cap

ETFs
61.3K
New
$9.92 - $13.26 $608K - $813K
61.3K $794K
IWR
Ishares Russell Mid Cap ETF

ETFs
684
+ 0.65%
$74.88 - $91.97 $51.2K - $62.9K
106K $9.76M
VO
Vanguard Mid Cap ETF

ETFs
1.2K
+ 5.79%
$228.54 - $279.83 $275K - $337K
22K $6.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.28K
+ 3.22%
$39.89 - $49.46 $171K - $212K
137K $6.77M
ETN
Eaton Corp PLC

Industrials
597
+ 9.17%
$246.52 - $356.99 $147K - $213K
7.11K $2.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.6K
+ 16.71%
$22.92 - $28.05 $449K - $550K
137K $3.84M
RMD
Resmed Inc

Healthcare
10
+ 0.04%
$204.54 - $258.0 $2.05K - $2.58K
22.4K $5.77M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.1K
+ 7.04%
$45.2 - $46.6 $726K - $748K
244K $11.3M
AVEM
American Centy ETF Tr Avantis

ETFs
4.09K
+ 7.56%
$53.08 - $68.54 $217K - $280K
58.2K $3.99M
COF
Capital One Financial Corp

Financial Services
2.89K
+ 93.98%
$150.57 - $212.76 $435K - $614K
5.96K $1.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.53K
+ 41.9%
$212.1 - $244.27 $961K - $1.11M
15.3K $3.35M
DFIV
Dimensional ETF Tr

ETFs
6.86K
+ 5.68%
$34.67 - $43.21 $238K - $296K
127K $5.46M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
32.2K
+ 200.91%
$20.31 - $21.71 $653K - $698K
48.2K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.51K
+ 25.65%
$141.37 - $228.57 $214K - $346K
7.42K $1.68M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.97K
+ 164.71%
$105.69 - $140.64 $525K - $699K
7.99K $1.06M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26.4K
+ 10.25%
$24.98 - $25.66 $659K - $677K
284K $7.26M
VT
Vanguard Total World Stk Index

ETFs
557
+ 1.14%
$103.16 - $128.52 $57.5K - $71.6K
49.6K $6.37M
TTD
Trade Desk, Inc.

Technology
6.33K
+ 48.67%
$45.27 - $79.4 $287K - $503K
19.3K $1.39M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.85K
New
$79.41 - $86.53 $623K - $679K
7.85K $679K
SUB
Ishares Short Term National Mu

ETFs
6.03K
+ 24.15%
$104.77 - $106.34 $632K - $641K
31K $3.3M
IGM
Ishares Expanded Tech Sector E

ETFs
2.18K
+ 11.47%
$79.8 - $112.34 $174K - $245K
21.2K $2.38M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18K
+ 46.31%
$27.3 - $31.8 $490K - $571K
56.8K $1.8M
ITM
Vaneck Intermediate Muni ETF

ETFs
14.3K
New
$44.27 - $45.82 $635K - $657K
14.3K $651K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
364
+ 1.14%
$104.23 - $134.39 $37.9K - $48.9K
32.4K $4.35M
ISRG
Intuitive Surgical Inc

Healthcare
366
+ 4.04%
$451.58 - $565.94 $165K - $207K
9.42K $5.12M
HD
Home Depot, Inc.

Consumer Cyclical
1.68K
+ 1.6%
$335.24 - $380.78 $565K - $641K
107K $39.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.85K
+ 22.7%
$86.93 - $109.64 $335K - $422K
20.8K $2.28M
AIQ
Global X Funds Global X Artifi

ETFs
11.6K
+ 103.2%
$31.5 - $43.69 $365K - $506K
22.8K $995K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.28K
+ 15.05%
$151.62 - $183.47 $346K - $419K
17.5K $3.2M
GBIL
Goldman Sachs Access Treasury

ETFs
5.78K
+ 11.31%
$99.83 - $100.19 $577K - $579K
56.9K $5.7M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
2.81K
+ 3.06%
$33.7 - $43.1 $94.8K - $121K
94.7K $4.07M
AMP
Ameriprise Financial Inc

Financial Services
354
+ 4.78%
$422.19 - $533.73 $149K - $189K
7.75K $4.14M
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
+ 8.8%
$149.23 - $184.95 $185K - $229K
15.3K $2.79M
IAK
Ishares Tr

ETFs
4.22K
+ 88.71%
$122.44 - $138.47 $517K - $584K
8.98K $1.21M
NSC
Norfolk Southern Corp

Industrials
1.08K
+ 7.58%
$206.34 - $257.46 $222K - $278K
15.3K $3.92M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.68K
+ 12.53%
$56.84 - $65.5 $380K - $438K
60K $3.93M
NEM
Newmont Corp

Basic Materials
4.9K
+ 20.46%
$44.18 - $59.46 $216K - $291K
28.8K $1.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.42K
+ 8.51%
$85.42 - $94.39 $463K - $511K
69.1K $6.49M
HOOD
Robinhood Markets, Inc.

Technology
2.46K
+ 43.99%
$34.17 - $93.63 $84.2K - $231K
8.06K $754K
SPYG
Spdr Portfolio

ETFs
2.8K
+ 16.56%
$71.83 - $95.32 $201K - $267K
19.7K $1.88M
EMR
Emerson Electric CO

Industrials
19
+ 0.09%
$94.15 - $133.33 $1.79K - $2.53K
21.7K $2.9M
TRV
Travelers Companies, Inc.

Financial Services
1.5K
+ 4.21%
$233.83 - $276.34 $351K - $415K
37.1K $9.93M
DT
Dynatrace, Inc.

Technology
9.21K
New
$41.21 - $55.9 $380K - $515K
9.21K $508K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
9.49K
+ 8.65%
$46.46 - $47.44 $441K - $450K
119K $5.65M
SE
Sea LTD

Consumer Cyclical
560
+ 4.46%
$105.57 - $170.4 $59.1K - $95.4K
13.1K $2.1M
CEG
Constellation Energy Corp

Utilities
12
+ 0.33%
$170.96 - $322.76 $2.05K - $3.87K
3.61K $1.17M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.7K
New
$24.48 - $24.9 $410K - $417K
16.7K $416K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.32K
+ 27.63%
$48.5 - $49.35 $404K - $411K
38.4K $1.89M
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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