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
LPX
Louisiana Pacific Corp

Industrials
114
+ 3.79%
$81.16 - $95.48 $9.25K - $10.9K
3.12K $268K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.01%
$67.29 - $72.42 $67.3 - $72.4
7.81K $550K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.78K
+ 4.42%
$26.88 - $32.74 $47.9K - $58.3K
42.1K $1.29M
EQNR
Equinor Asa

Energy
206
+ 1.85%
$22.04 - $28.08 $4.54K - $5.78K
11.4K $285K
DVN
Devon Energy Corp

Energy
682
+ 10.9%
$26.8 - $37.92 $18.3K - $25.9K
6.94K $220K
ED
Consolidated Edison Inc

Utilities
457
+ 7.68%
$98.05 - $113.3 $44.8K - $51.8K
6.41K $643K
EXC
Exelon Corp

Utilities
584
+ 3.83%
$42.2 - $47.37 $24.6K - $27.7K
15.8K $687K
MAS
Masco Corp

Industrials
13
+ 0.38%
$58.73 - $71.06 $763 - $924
3.48K $223K
DTE
Dte Energy CO

Utilities
8
+ 0.2%
$127.39 - $139.49 $1.02K - $1.12K
3.94K $521K
DHR
Danaher Corp

Healthcare
61
+ 1.33%
$174.64 - $205.16 $10.7K - $12.5K
4.64K $917K
IT
Gartner Inc

Technology
18
+ 0.6%
$377.5 - $449.52 $6.8K - $8.09K
3K $1.21M
FDX
Fedex Corp

Industrials
72
+ 2.07%
$198.07 - $245.17 $14.3K - $17.7K
3.56K $808K
TGT
Target Corp

Consumer Defensive
89
+ 0.93%
$88.76 - $105.77 $7.9K - $9.41K
9.71K $957K
AEP
American Electric Power CO Inc

Utilities
260
+ 1.95%
$98.59 - $109.11 $25.6K - $28.4K
13.6K $1.41M
AES
Aes Corp

Utilities
6.65K
+ 9.95%
$9.63 - $12.55 $64.1K - $83.5K
73.5K $773K
STZ
Constellation Brands, Inc.

Consumer Defensive
173
+ 3.92%
$160.0 - $195.62 $27.7K - $33.8K
4.59K $745K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
85
+ 0.3%
$22.73 - $29.21 $1.93K - $2.48K
28.4K $761K
UPS
United Parcel Service Inc

Industrials
1.76K
+ 6.22%
$91.92 - $110.2 $161K - $193K
30K $3.02M
YUM
Yum Brands Inc

Consumer Cyclical
135
+ 1.17%
$138.36 - $161.45 $18.7K - $21.8K
11.7K $1.73M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
623
+ 1.56%
$45.07 - $52.57 $28.1K - $32.8K
40.7K $1.99M
HES
Hess Corp

Energy
156
+ 2.09%
$126.32 - $161.29 $19.7K - $25.2K
7.62K $1.06M
OKE
Oneok Inc

Energy
371
+ 3.22%
$78.71 - $100.37 $29.2K - $37.2K
11.9K $971K
ZTS
Zoetis Inc.

Healthcare
114
+ 0.47%
$144.41 - $170.3 $16.5K - $19.4K
24.2K $3.77M
EPD
Enterprise Products Partners L.P.

Energy
2.72K
+ 2.75%
$28.95 - $34.22 $78.7K - $93K
102K $3.15M
EQR
Equity Residential

Real Estate
712
+ 0.88%
$61.82 - $71.72 $44K - $51.1K
82K $5.53M
KRYS
Krystal Biotech, Inc.

Healthcare
407
+ 4.79%
$123.36 - $181.0 $50.2K - $73.7K
8.9K $1.22M
VZ
Verizon Communications Inc

Communication Services
659
+ 0.41%
$41.67 - $45.62 $27.5K - $30.1K
162K $6.99M
AMGN
Amgen Inc

Healthcare
274
+ 1.78%
$262.28 - $309.85 $71.9K - $84.9K
15.6K $4.36M
PG
Procter & Gamble CO

Consumer Defensive
717
+ 1.07%
$157.66 - $172.39 $113K - $124K
67.7K $10.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.43K
+ 2.6%
$483.48 - $539.8 $689K - $769K
56.3K $27.4M
ABBV
Abb Vie Inc.

Healthcare
983
+ 0.93%
$170.16 - $206.27 $167K - $203K
107K $19.9M
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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