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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
571
New
$328.01 - $475.68 $187K - $272K
571 $267K
CGDV
Capital Group Divid Value ETF

ETFs
1.9K
+ 3.85%
$31.93 - $39.49 $60.5K - $74.9K
51.1K $2.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.47K
+ 12.27%
$40.82 - $43.14 $223K - $236K
50K $2.16M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.84K
+ 56.04%
$88.49 - $92.4 $251K - $262K
7.9K $729K
HERO
Global X Fds Video Games & Esp

ETFs
7.97K
New
$23.12 - $32.73 $184K - $261K
7.97K $260K
ACMR
Acm Research, Inc.

Technology
10K
New
$18.33 - $26.51 $184K - $266K
10K $259K
ABT
Abbott Laboratories

Healthcare
145
+ 0.2%
$123.95 - $138.08 $18K - $20K
71.2K $9.68M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.49K
New
$100.44 - $129.37 $250K - $322K
2.49K $256K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.16K
+ 6.41%
$23.4 - $29.68 $73.9K - $93.7K
52.4K $1.56M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
12.3K
New
$16.83 - $20.38 $207K - $251K
12.3K $251K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
400
+ 1.68%
$57.14 - $72.68 $22.9K - $29.1K
24.2K $1.76M
PH
Parker Hannifin Corp

Industrials
250
+ 31.37%
$517.23 - $700.54 $129K - $175K
1.05K $731K
VERA
Vera Therapeutics, Inc.

Healthcare
10.4K
New
$18.86 - $32.0 $196K - $333K
10.4K $245K
GLDM
World Gold Trust

ETFs
3.51K
+ 82.1%
$58.96 - $67.97 $207K - $238K
7.78K $509K
SECT
Sector 10, Inc.

ETFs
4.22K
New
$45.25 - $58.07 $191K - $245K
4.22K $244K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.5K
New
$28.21 - $28.85 $240K - $245K
8.5K $244K
DASH
Door Dash, Inc.

Communication Services
46
+ 1.26%
$163.16 - $246.51 $7.51K - $11.3K
3.7K $912K
FEMB
First Tr ETF Emerging Markets

ETFs
8.43K
New
$26.01 - $28.88 $219K - $243K
8.43K $243K
SOXX
Ishares Semiconductor ETF

ETFs
90
+ 2.08%
$154.86 - $239.07 $13.9K - $21.5K
4.41K $1.05M
DLR
Digital Realty Trust, Inc.

Real Estate
1.37K
New
$136.11 - $177.69 $187K - $244K
1.37K $239K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.3K
+ 2.63%
$81.46 - $94.63 $105K - $123K
50.6K $4.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.73K
+ 7.87%
$121.58 - $136.74 $211K - $237K
23.7K $3.22M
AZO
Autozone Inc

Consumer Cyclical
66
+ 55.46%
$3478.38 - $3880.15 $230K - $256K
185 $686K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.38K
New
$41.79 - $54.16 $183K - $237K
4.38K $231K
CGXU
Capital Group Intl Focus Equit

ETFs
8.52K
New
$21.44 - $27.35 $183K - $233K
8.52K $231K
ARKG
Ark Genomic Revolution ETF (De

ETFs
4.47K
+ 13.42%
$18.34 - $24.56 $82K - $110K
37.8K $920K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.14K
New
$29.9 - $37.1 $184K - $228K
6.14K $227K
MNA
Iq Merger Arbitrage ETF

ETFs
6.37K
New
$33.65 - $35.27 $214K - $225K
6.37K $224K
NXPI
Nxp Semiconductors N.V.

Technology
1.03K
New
$153.5 - $218.72 $158K - $225K
1.03K $224K
HYMU
Blackrock ETF Tr Ii High Yield
9.78K
New
N/A
9.78K $224K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.4K
New
$89.87 - $92.93 $216K - $223K
2.4K $221K
RJF
Raymond James Financial Inc

Financial Services
1.45K
New
$123.65 - $153.88 $179K - $223K
1.45K $221K
PJT
Pjt Partners Inc.

Financial Services
1.33K
New
$125.44 - $166.41 $167K - $222K
1.33K $220K
ADI
Analog Devices Inc

Technology
419
+ 12.72%
$164.6 - $238.02 $69K - $99.7K
3.71K $883K
CVNA
Carvana Co.

Consumer Cyclical
648
New
$162.57 - $345.64 $105K - $224K
648 $218K
CNA
Cna Financial Corp

Financial Services
4.66K
New
$45.03 - $50.88 $210K - $237K
4.66K $216K
NDAQ
Nasdaq, Inc.

Financial Services
2.42K
New
$66.4 - $89.42 $161K - $217K
2.42K $216K
VRSK
Verisk Analytics, Inc.

Industrials
657
+ 79.35%
$277.03 - $321.33 $182K - $211K
1.49K $462K
OUNZ
Van Eck Merk Gold Trust

ETFs
6.34K
+ 90.21%
$28.68 - $33.09 $182K - $210K
13.4K $426K
ZBRA
Zebra Technologies Corp

Technology
700
New
$213.54 - $309.26 $149K - $216K
700 $215K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.91K
New
$91.51 - $113.03 $175K - $216K
1.91K $215K
VICI
Vici Properties Inc.

Real Estate
6.62K
New
$29.41 - $32.97 $195K - $218K
6.62K $215K
CGGO
Capital Group Global Growth Eq

ETFs
6.68K
New
$25.31 - $32.17 $169K - $215K
6.68K $213K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.99K
+ 8.93%
$53.36 - $61.57 $106K - $123K
24.3K $1.5M
GPS
Gap Inc

Consumer Cyclical
10.5K
New
N/A
10.5K $211K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.62K
+ 2.48%
$79.56 - $82.92 $129K - $134K
66.9K $5.55M
EFX
Equifax Inc

Industrials
807
New
$205.5 - $280.54 $166K - $226K
807 $209K
ROK
Rockwell Automation, Inc

Industrials
15
+ 0.54%
$218.97 - $332.17 $3.28K - $4.98K
2.78K $924K
NTRS
Northern Trust Corp

Financial Services
1.64K
New
$84.45 - $126.79 $139K - $208K
1.64K $208K
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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