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
CSGP
Costar Group, Inc.

Real Estate
339
+ 5.97%
$72.62 - $83.22 $24.6K - $28.2K
6.02K $484K
DOV
Dover Corp

Industrials
121
+ 8.08%
$151.14 - $186.7 $18.3K - $22.6K
1.62K $296K
XLB
Select Sector Spdr Fd Material

ETFs
284
+ 7.08%
$74.27 - $88.92 $21.1K - $25.3K
4.29K $376K
PEG
Public Service Enterprise Group Inc

Utilities
218
+ 2.92%
$77.13 - $84.18 $16.8K - $18.4K
7.68K $646K
GNR
Spdr S&P Global Natural Resour

ETFs
215
+ 1.03%
$45.66 - $55.03 $9.82K - $11.8K
21.1K $1.14M
AJG
Arthur J. Gallagher & Co.

Financial Services
209
+ 14.76%
$310.86 - $348.77 $65K - $72.9K
1.63K $520K
PPG
Ppg Industries Inc

Basic Materials
207
+ 11.21%
$91.66 - $115.04 $19K - $23.8K
2.05K $233K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
430
+ 3.26%
$36.25 - $42.28 $15.6K - $18.2K
13.6K $575K
EMB
Ishares Tr

ETFs
273
+ 10.25%
$86.54 - $92.62 $23.6K - $25.3K
2.94K $272K
PULS
Pgim ETF Tr

ETFs
546
+ 0.59%
$49.39 - $49.76 $27K - $27.2K
92.5K $4.6M
ET
Energy Transfer LP

Energy
2.51K
+ 6.9%
$15.65 - $18.93 $39.3K - $47.6K
38.9K $706K
IXUS
Ishares Tr

ETFs
22
+ 0.62%
$62.37 - $77.63 $1.37K - $1.71K
3.59K $277K
ALC
Alcon Inc

Healthcare
546
+ 18.29%
$82.88 - $98.3 $45.3K - $53.7K
3.53K $311K
ISCV
Ishares Morningstar Small Cap

ETFs
304
+ 7.5%
$51.37 - $61.54 $15.6K - $18.7K
4.36K $267K
XLRE
Select Sector Spdr Tr Real Est

ETFs
747
+ 9.74%
$37.08 - $42.26 $27.7K - $31.6K
8.42K $348K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
11
+ 0.26%
$47.63 - $60.01 $524 - $660
4.3K $255K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
4.23K
+ 27.47%
$4.93 - $5.9 $20.8K - $25K
19.6K $113K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
110
+ 1.54%
$36.14 - $44.23 $3.98K - $4.87K
7.26K $321K
LOW
Lowes Companies Inc

Consumer Cyclical
303
+ 8.17%
$210.83 - $235.28 $63.9K - $71.3K
4.01K $890K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.45K
+ 10.07%
$10.78 - $11.28 $26.5K - $27.7K
26.8K $298K
FHN
First Horizon Corp

Financial Services
94
+ 0.73%
$16.21 - $21.2 $1.52K - $1.99K
13K $275K
IEV
Ishares Tr Europe ETF

ETFs
76
+ 1.9%
$51.8 - $64.59 $3.94K - $4.91K
4.08K $258K
NEE
Nextera Energy Inc

Utilities
1.79K
+ 2.63%
$64.11 - $75.0 $115K - $134K
70K $4.86M
WEC
Wec Energy Group, Inc.

Utilities
369
+ 11.73%
$102.24 - $109.76 $37.7K - $40.5K
3.52K $366K
ITW
Illinois Tool Works Inc

Industrials
124
+ 1.4%
$218.41 - $252.43 $27.1K - $31.3K
9.01K $2.23M
IYR
Ishares Tr

ETFs
312
+ 8.97%
$84.48 - $96.25 $26.4K - $30K
3.79K $356K
WBS
Webster Financial Corp

Financial Services
189
+ 4.54%
$41.76 - $54.91 $7.89K - $10.4K
4.35K $237K
DRI
Darden Restaurants Inc

Consumer Cyclical
46
+ 3.52%
$186.58 - $225.78 $8.58K - $10.4K
1.35K $294K
MDLZ
Mondelez International, Inc.

Consumer Defensive
393
+ 3.09%
$63.54 - $68.5 $25K - $26.9K
13.1K $885K
DCI
Donaldson CO Inc

Industrials
209
+ 6.72%
$59.18 - $71.02 $12.4K - $14.8K
3.32K $230K
IOT
Samsara Inc.

Technology
3
+ 0.02%
$33.46 - $47.74 $100 - $143
15.4K $613K
ROP
Roper Technologies Inc

Industrials
86
+ 7.36%
$519.19 - $590.78 $44.7K - $50.8K
1.25K $710K
XEL
Xcel Energy Inc

Utilities
555
+ 9.05%
$65.65 - $72.39 $36.4K - $40.2K
6.69K $455K
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.01%
$23.85 - $28.69 $47.7 - $57.4
15.5K $443K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
50
+ 0.49%
$29.52 - $35.31 $1.48K - $1.77K
10.4K $365K
ODFL
Old Dominion Freight Line, Inc.

Industrials
161
+ 8.09%
$146.74 - $176.07 $23.6K - $28.3K
2.15K $348K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
85
+ 1.61%
$54.27 - $63.01 $4.61K - $5.36K
5.38K $336K
IWS
Ishares Russell Midcap Value E

ETFs
8
+ 0.29%
$110.58 - $132.14 $885 - $1.06K
2.76K $365K
FIS
Fidelity National Information Services, Inc.

Technology
4
+ 0.15%
$68.14 - $82.13 $273 - $329
2.7K $219K
GTO
Invesco Actively Managed ETF T

ETFs
411
+ 3.49%
$45.73 - $47.2 $18.8K - $19.4K
12.2K $570K
WBD
Warner Bros. Discovery, Inc.

Communication Services
389
+ 2.21%
$7.69 - $11.46 $2.99K - $4.46K
18K $205K
WDAY
Workday, Inc.

Technology
22
+ 1.21%
$210.47 - $274.71 $4.63K - $6.04K
1.85K $442K
FDS
Factset Research Systems Inc

Financial Services
49
+ 7.92%
$398.85 - $473.32 $19.5K - $23.2K
668 $298K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15
+ 0.93%
$108.87 - $133.04 $1.63K - $2K
1.63K $216K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
252
+ 1.31%
$47.02 - $47.83 $11.8K - $12.1K
19.6K $935K
RIO
Rio Tinto PLC

Basic Materials
797
+ 4.67%
$52.32 - $62.75 $41.7K - $50K
17.9K $1.04M
SO
Southern CO

Utilities
190
+ 0.74%
$84.91 - $92.56 $16.1K - $17.6K
25.7K $2.36M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
687
+ 0.42%
$22.68 - $23.28 $15.6K - $16K
164K $3.79M
RSG
Republic Services, Inc.

Industrials
34
+ 2.79%
$227.2 - $258.07 $7.72K - $8.77K
1.25K $308K
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email