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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
200
+ 6.16%
$177.93 - $313.14 $35.6K - $62.6K
3.45K $1.08M
MRVL
Marvell Technology, Inc.

Technology
3.07K
+ 28.36%
$49.38 - $79.97 $152K - $246K
13.9K $1.08M
AXON
Axon Enterprise, Inc.

Industrials
163
+ 18.11%
$497.13 - $827.94 $81K - $135K
1.06K $880K
SNPS
Synopsys Inc

Technology
527
+ 32.83%
$380.9 - $517.66 $201K - $273K
2.13K $1.09M
TT
Trane Technologies PLC

Industrials
457
+ 22.35%
$315.21 - $437.41 $144K - $200K
2.5K $1.09M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.39K
+ 0.99%
$24.38 - $30.18 $33.8K - $41.8K
142K $4.27M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.71K
+ 14.8%
$54.28 - $67.95 $202K - $252K
28.8K $1.96M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
7.65K
New
$39.69 - $51.24 $304K - $392K
7.65K $391K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.66K
New
$32.0 - $39.87 $309K - $385K
9.66K $384K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.85K
+ 4.39%
$67.22 - $81.54 $124K - $151K
43.9K $3.58M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.38K
+ 18.28%
$49.79 - $50.75 $367K - $374K
47.7K $2.42M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
+ 9.55%
$108.12 - $135.04 $149K - $186K
15.8K $2.14M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.4K
+ 7.19%
$22.43 - $23.23 $322K - $333K
214K $4.97M
ASML
Asml Holding Nv

Technology
149
+ 8.35%
$595.37 - $815.24 $88.7K - $121K
1.93K $1.55M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.98K
+ 3.91%
$20.42 - $25.3 $102K - $126K
132K $3.34M
LSTR
Landstar System Inc

Industrials
2.57K
New
$131.55 - $151.93 $338K - $390K
2.57K $356K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.78K
+ 17.39%
$45.98 - $56.15 $174K - $212K
25.5K $1.43M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.04K
+ 42.18%
$53.65 - $67.02 $217K - $271K
13.6K $912K
RF
Regions Financial Corp

Financial Services
6.83K
+ 7.18%
$18.34 - $23.52 $125K - $161K
102K $2.39M
CARR
Carrier Global Corp

Industrials
445
+ 1.47%
$55.55 - $75.83 $24.7K - $33.7K
30.8K $2.25M
SHOP
Shopify Inc.

Technology
1.67K
+ 24.49%
$76.89 - $115.35 $129K - $193K
8.5K $980K
LMT
Lockheed Martin Corp

Industrials
151
+ 0.97%
$430.82 - $486.45 $65.1K - $73.5K
15.7K $7.27M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.2K
+ 9.17%
N/A
61.9K $3.86M
PSIX
Power Solutions International, Inc.

Industrials
4.98K
New
$18.7 - $68.01 $93.1K - $339K
4.98K $322K
TOST
Toast, Inc.

Technology
7.24K
New
$30.03 - $45.23 $217K - $328K
7.24K $320K
CRSP
Crispr Therapeutics Ag

Healthcare
1.54K
+ 9.17%
$31.27 - $48.64 $48.1K - $74.8K
18.3K $890K
MBB
Ishares Tr

ETFs
3.23K
+ 2.86%
$91.41 - $94.22 $296K - $305K
116K $10.9M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
2.91K
+ 13.96%
$55.24 - $68.55 $161K - $199K
23.7K $1.6M
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.31K
New
$26.66 - $33.09 $248K - $308K
9.31K $307K
HYDB
Ishares Tr Edge High Yield Def

ETFs
6.46K
New
$44.64 - $47.48 $288K - $307K
6.46K $306K
IONQ
Ion Q, Inc.

Technology
1.91K
+ 17.94%
$20.68 - $48.04 $39.6K - $91.9K
12.6K $540K
MLM
Martin Marietta Materials Inc

Basic Materials
117
+ 3.46%
$452.51 - $568.19 $52.9K - $66.5K
3.49K $1.92M
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.5K
New
$23.57 - $24.6 $295K - $308K
12.5K $303K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.26K
+ 2.41%
$24.66 - $25.17 $228K - $233K
393K $9.88M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6K
New
$29.19 - $50.24 $175K - $301K
6K $301K
T
At&T Inc.

Communication Services
7.49K
+ 5.99%
$26.33 - $28.94 $197K - $217K
132K $3.83M
HWM
Howmet Aerospace Inc.

Industrials
649
+ 21.03%
$112.33 - $186.13 $72.9K - $121K
3.74K $695K
SDGR
Schrodinger, Inc.

Healthcare
14.6K
New
$17.97 - $26.69 $263K - $391K
14.6K $294K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
7.01K
+ 61.37%
$40.39 - $41.46 $283K - $291K
18.4K $762K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
237
+ 0.71%
$86.05 - $107.7 $20.4K - $25.5K
33.4K $3.6M
TTWO
Take Two Interactive Software Inc

Communication Services
995
+ 79.22%
$194.58 - $243.05 $194K - $242K
2.25K $546K
SPOT
Spotify Technology S.A.

Communication Services
73
+ 6.91%
$503.3 - $775.9 $36.7K - $56.6K
1.13K $866K
GWW
W.W. Grainger, Inc.

Industrials
167
+ 7.98%
$919.93 - $1101.66 $154K - $184K
2.26K $2.35M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.6K
+ 15.43%
$24.54 - $25.07 $260K - $265K
79.1K $1.98M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11K
+ 12.92%
$26.18 - $26.93 $287K - $295K
95.7K $2.55M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.87K
New
$54.33 - $63.56 $265K - $309K
4.87K $272K
FFIV
F5, Inc.

Technology
908
New
$239.25 - $295.9 $217K - $269K
908 $267K
AWK
American Water Works Company, Inc.

Utilities
1.92K
New
$133.82 - $151.96 $257K - $292K
1.92K $267K
WDC
Western Digital Corp

Technology
4.18K
New
$30.54 - $63.99 $128K - $267K
4.18K $267K
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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