Perigon Wealth Management, LLC Incresed Positions in Q3 2025

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
5
+ 0.06%
$63.41 - $69.69 $317 - $348
8.66K $592K
DCI
Donaldson CO Inc

Industrials
1
+ 0.03%
$69.82 - $82.14 $69.8 - $82.1
3.32K $271K
DLR
Digital Realty Trust, Inc.

Real Estate
243
+ 17.72%
$161.21 - $180.02 $39.2K - $43.7K
1.61K $279K
KIND
Nextdoor Holdings, Inc.

Communication Services
1
+ 0.0%
$1.58 - $2.31 $1.58 - $2.31
91.3K $190K
FDN
First Tr Fd Dow Jones

ETFs
25
+ 0.84%
$264.06 - $287.34 $6.6K - $7.18K
3.01K $842K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
664
+ 0.41%
$23.54 - $23.97 $15.6K - $15.9K
164K $3.92M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
552
+ 8.09%
$39.39 - $42.09 $21.7K - $23.2K
7.38K $308K
CBOE
Cboe Global Markets, Inc.

Financial Services
79
+ 5.62%
$231.35 - $253.24 $18.3K - $20K
1.49K $364K
KEYS
Keysight Technologies, Inc.

Technology
117
+ 8.16%
$158.51 - $178.15 $18.5K - $20.8K
1.55K $271K
XLRE
Select Sector Spdr Tr Real Est

ETFs
712
+ 8.46%
$40.94 - $42.85 $29.1K - $30.5K
9.13K $384K
RJF
Raymond James Financial Inc

Financial Services
34
+ 2.35%
$154.64 - $176.43 $5.26K - $6K
1.48K $255K
TDVG
T Rowe Price Exchange Traded F

Technology
26
+ 0.14%
$42.05 - $43.96 $1.09K - $1.14K
19.1K $839K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
509
+ 2.08%
$20.34 - $21.61 $10.4K - $11K
25K $538K
RECS
Columbia ETF Tr I

ETFs
96
+ 1.39%
$36.82 - $40.35 $3.53K - $3.87K
7.02K $283K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.01K
+ 1.29%
$20.95 - $21.57 $21.1K - $21.7K
79.2K $1.69M
PCAR
Paccar Inc

Industrials
87
+ 1.43%
$92.91 - $102.86 $8.08K - $8.95K
6.19K $608K
ILCB
Ishares Morningstar U.S. Equit

ETFs
7
+ 0.17%
$85.66 - $92.67 $600 - $649
4.16K $384K
VIG
Vanguard Dividend Appreciation

ETFs
158
+ 0.24%
N/A
65.5K $11.9M
CSGP
Costar Group, Inc.

Real Estate
38
+ 0.63%
$81.42 - $96.83 $3.09K - $3.68K
6.06K $511K
DRI
Darden Restaurants Inc

Consumer Cyclical
336
+ 24.85%
$184.73 - $220.27 $62.1K - $74K
1.69K $321K
FHN
First Horizon Corp

Financial Services
326
+ 2.51%
$21.16 - $23.23 $6.9K - $7.57K
13.3K $301K
NJR
New Jersey Resources Corp

Utilities
2
+ 0.03%
$45.05 - $48.15 $90.1 - $96.3
7.89K $379K
IGV
Ishares Expanded Tech Software

ETFs
56
+ 1.7%
$105.96 - $117.79 $5.93K - $6.6K
3.35K $385K
CHD
Church & Dwight CO Inc

Consumer Defensive
604
+ 18.41%
$85.84 - $99.09 $51.8K - $59.9K
3.89K $340K
TM
Toyota Motor Corp

Consumer Cyclical
9
+ 0.77%
$167.86 - $202.79 $1.51K - $1.83K
1.18K $226K
K
Kellogg CO

Consumer Defensive
205
+ 8.03%
$76.96 - $82.02 $15.8K - $16.8K
2.76K $226K
QWLD
Spdr Index Shs Fds

ETFs
19
+ 0.47%
$132.92 - $140.43 $2.53K - $2.67K
4.02K $564K
HYLB
Xtrackers Usd High Yield Corp

ETFs
380
+ 0.8%
$36.55 - $37.16 $13.9K - $14.1K
47.8K $1.77M
PJT
Pjt Partners Inc.

Financial Services
37
+ 2.77%
$165.08 - $188.27 $6.11K - $6.97K
1.37K $243K
AWK
American Water Works Company, Inc.

Utilities
166
+ 8.63%
$135.05 - $147.0 $22.4K - $24.4K
2.09K $290K
EQNR
Equinor Asa

Energy
1.27K
+ 11.21%
$23.7 - $27.1 $30.2K - $34.5K
12.6K $308K
BST
Black Rock Science & Technology Trust

Financial Services
18
+ 0.26%
$38.01 - $41.55 $684 - $748
6.84K $283K
HIG
Hartford Financial Services Group, Inc.

Financial Services
15
+ 0.48%
$119.73 - $134.7 $1.8K - $2.02K
3.12K $416K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
84
+ 2.67%
$79.76 - $85.78 $6.7K - $7.21K
3.23K $273K
GNMA
Ishares Gnma Bond ETF

ETFs
367
+ 4.45%
$43.21 - $44.75 $15.9K - $16.4K
8.61K $381K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
119
+ 1.42%
$25.43 - $27.31 $3.03K - $3.25K
8.47K $231K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
285
+ 1.72%
$17.13 - $17.98 $4.88K - $5.12K
16.9K $300K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.04%
$118.16 - $123.66 $118 - $124
2.38K $291K
ABC
Amerisourcebergen Corp

Healthcare
71
+ 3.06%
N/A
2.39K $442K
ORCC
Owl Rock Capital Corp

Financial Services
876
+ 3.0%
N/A
30K $402K
MPLX
Mplx LP

Energy
500
+ 6.0%
$49.42 - $52.71 $24.7K - $26.4K
8.83K $441K
BCAL
Southern Calif Bancorp Com

Financial Services
42
+ 0.34%
$14.6 - $17.64 $613 - $741
12.4K $207K
JNK
Spdr Bloomberg High Yield Bond

ETFs
26
+ 0.24%
$96.22 - $98.19 $2.5K - $2.55K
10.7K $1.05M
PEG
Public Service Enterprise Group Inc

Utilities
171
+ 2.23%
$79.99 - $90.14 $13.7K - $15.4K
7.85K $655K
HYDB
Ishares Tr Edge High Yield Def

ETFs
115
+ 1.78%
$47.03 - $47.97 $5.41K - $5.52K
6.57K $314K
APD
Air Products & Chemicals, Inc.

Basic Materials
87
+ 5.32%
$265.78 - $299.3 $23.1K - $26K
1.72K $469K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
244
+ 0.55%
$19.68 - $19.97 $4.8K - $4.87K
44.4K $880K
DGX
Quest Diagnostics Inc

Healthcare
55
+ 4.51%
N/A
1.28K $174K
JBL
Jabil Inc

Technology
36
+ 3.16%
$202.08 - $234.45 $7.27K - $8.44K
1.18K $255K
Activity Summary
Buys All Purchases 807 New Holdings 192 Increased Positions 615 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 10 Puts 0
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