Perigon Wealth Management, LLC Incresed Positions in Q2 2025

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.33K
+ 3.03%
$416.06 - $551.64 $2.22M - $2.94M
181K $100M
AMZN
Amazon Com Inc

Consumer Cyclical
21.5K
+ 4.96%
$167.32 - $223.3 $3.6M - $4.8M
455K $99.8M
AVGO
Broadcom Inc.

Technology
1.44K
+ 0.94%
$146.29 - $275.65 $210K - $396K
154K $42.4M
NFLX
Netflix Inc

Communication Services
3K
+ 24.46%
$855.86 - $1339.13 $2.57M - $4.02M
15.3K $20.4M
TSLA
Tesla, Inc.

Consumer Cyclical
8.83K
+ 10.82%
$221.86 - $362.89 $1.96M - $3.21M
90.5K $28.7M
EFV
Msci Eafe Value ETF

ETFs
102K
+ 47.1%
$52.4 - $64.65 $5.35M - $6.61M
319K $20.3M
PLTR
Palantir Technologies Inc.

Technology
10.4K
+ 9.19%
$74.01 - $144.25 $768K - $1.5M
123K $16.8M
BNDX
Vanguard Total International B

ETFs
136K
+ 213.48%
$48.77 - $49.55 $6.65M - $6.76M
200K $9.92M
VGT
Vanguard Information Technolog

ETFs
5.98K
+ 26.82%
$470.37 - $663.28 $2.81M - $3.96M
28.3K $18.7M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
263K
+ 241.27%
$24.14 - $25.43 $6.34M - $6.68M
371K $9.2M
GOOGL
Alphabet Inc.

Communication Services
1.68K
+ 0.78%
$144.7 - $178.6 $243K - $300K
217K $38.3M
DFAI
Dimensional ETF Tr

ETFs
63.8K
+ 8.25%
$28.02 - $34.71 $1.79M - $2.21M
836K $28.9M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.05K
+ 0.51%
$89.63 - $111.92 $184K - $229K
403K $45M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.1K
+ 3.93%
$22.27 - $29.21 $671K - $880K
797K $23.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
40.5K
+ 16.89%
$100.35 - $100.71 $4.06M - $4.07M
280K $28.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
84.4K
+ 65.54%
$34.72 - $42.74 $2.93M - $3.61M
213K $9.11M
VTI
Vanguard Total Stock Market Et

ETFs
1.78K
+ 1.54%
$243.75 - $303.93 $434K - $541K
118K $35.8M
DAR
Darling Ingredients Inc.

Consumer Defensive
89.9K
+ 123.46%
$27.63 - $38.64 $2.48M - $3.47M
163K $6.18M
IYW
Ishares Dj Us Tech ETF

ETFs
726
+ 0.64%
$122.57 - $173.27 $89K - $126K
114K $19.8M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
17.1K
+ 3.99%
$54.98 - $67.95 $938K - $1.16M
445K $30M
IVE
Ishares S&P 500 Value ETF

ETFs
15.9K
+ 15.51%
$168.34 - $195.42 $2.68M - $3.11M
119K $23.2M
DBA
Invesco Db Agriculture Fund

ETFs
138K
+ 408.9%
$25.27 - $27.68 $3.48M - $3.81M
171K $4.48M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.63K
+ 8.33%
$272.36 - $339.57 $1.26M - $1.57M
60.2K $20.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
64.8K
+ 27.48%
$49.57 - $50.27 $3.21M - $3.26M
301K $15.1M
AXP
American Express CO

Financial Services
1.01K
+ 1.74%
$231.39 - $318.98 $233K - $321K
58.6K $18.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
60.8K
+ 141.85%
$48.46 - $50.2 $2.94M - $3.05M
104K $5.14M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
12K
+ 16.8%
$82.32 - $112.47 $985K - $1.35M
83.2K $9.35M
OEF
Ishares S&P 100 ETF

ETFs
10.3K
+ 44.83%
N/A
33.3K $8.86M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26.5K
+ 9.89%
$96.84 - $99.46 $2.56M - $2.63M
294K $29.2M
DFAE
Dimensional ETF Tr

ETFs
14.3K
+ 1.93%
$22.87 - $28.95 $326K - $413K
755K $21.8M
AMD
Advanced Micro Devices Inc

Technology
3.31K
+ 6.06%
$78.21 - $143.81 $259K - $476K
58K $8.23M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
33K
+ 356.44%
$57.46 - $75.58 $1.89M - $2.49M
42.2K $3.19M
SPTL
Spdr Portfolio Long Term Treas

ETFs
99.8K
+ 27.19%
$25.48 - $27.78 $2.54M - $2.77M
467K $12.4M
IEFA
Ishares Tr

ETFs
10.3K
+ 5.32%
$67.83 - $84.09 $698K - $865K
204K $17M
SAP
Sap Se

Technology
7.27K
+ 187.79%
$237.53 - $309.8 $1.73M - $2.25M
11.1K $3.39M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.25K
+ 407.13%
$180.84 - $240.32 $1.67M - $2.22M
11.5K $2.77M
NET
Cloudflare, Inc.

Technology
7
+ 0.03%
$97.08 - $195.83 $680 - $1.37K
27.6K $5.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.57K
+ 15.64%
$320.42 - $424.58 $825K - $1.09M
19K $8.03M
VEA
Vanguard Ftse Developed Market

ETFs
5.59K
+ 2.0%
$45.65 - $57.01 $255K - $319K
285K $16.3M
MCO
Moodys Corp

Financial Services
116
+ 0.21%
$396.7 - $501.59 $46K - $58.2K
55.4K $27.8M
DFAU
Dimensional ETF Tr

ETFs
11.3K
+ 2.84%
$34.04 - $42.36 $385K - $479K
410K $17.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.5K
+ 18.32%
$72.02 - $73.82 $1.91M - $1.96M
171K $12.6M
MU
Micron Technology Inc

Technology
7.23K
+ 24.74%
$64.72 - $127.91 $468K - $925K
36.5K $4.49M
IVW
Ishares S&P 500 Growth ETF

ETFs
684
+ 0.66%
$82.96 - $110.1 $56.7K - $75.3K
105K $11.6M
NOW
Service Now, Inc.

Technology
632
+ 12.04%
$721.65 - $1040.18 $456K - $657K
5.88K $6.05M
VTV
Vanguard Value ETF

ETFs
9.18K
+ 15.41%
$153.67 - $176.74 $1.41M - $1.62M
68.7K $12.1M
UBER
Uber Technologies, Inc

Technology
1.86K
+ 2.29%
$64.62 - $93.3 $120K - $173K
82.9K $7.74M
AVDV
American Centy ETF Tr Avantis

ETFs
2.68K
+ 1.6%
$61.76 - $79.32 $165K - $212K
170K $13.4M
BAC
Bank Of America Corp

Financial Services
5.89K
+ 2.31%
$34.39 - $47.46 $203K - $280K
261K $12.4M
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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