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
DECK
Deckers Outdoor Corp

Consumer Cyclical
106
+ 4.26%
$95.32 - $123.91 $10.1K - $13.1K
2.6K $263K
PRU
Prudential Financial Inc

Financial Services
300
+ 4.67%
$100.68 - $109.89 $30.2K - $33K
6.73K $697K
SPOT
Spotify Technology S.A.

Communication Services
122
+ 10.81%
$620.01 - $738.53 $75.6K - $90.1K
1.25K $873K
BOH
Bank Of Hawaii Corp

Financial Services
538
+ 3.45%
$61.35 - $71.13 $33K - $38.3K
16.1K $1.06M
TGT
Target Corp

Consumer Defensive
1.01K
+ 10.45%
$86.56 - $107.43 $87.8K - $109K
10.7K $961K
UITB
Usaa ETF Tr Core Intermediate

ETFs
3
+ 0.04%
$46.38 - $47.74 $139 - $143
7.93K $376K
SDGR
Schrodinger, Inc.

Healthcare
266
+ 1.82%
$18.15 - $23.03 $4.83K - $6.13K
14.9K $298K
RACE
Ferrari N.V.

Consumer Cyclical
19
+ 1.79%
$436.24 - $517.65 $8.29K - $9.84K
1.08K $523K
TFSL
Tfs Financial Corp

Financial Services
141
+ 1.18%
$12.61 - $14.23 $1.78K - $2.01K
12.1K $158K
UL
Unilever PLC

Consumer Defensive
331
+ 3.65%
$58.43 - $65.01 $19.3K - $21.5K
9.4K $557K
ESS
Essex Property Trust, Inc.

Real Estate
11
+ 0.04%
N/A
27.5K $7.49M
IOT
Samsara Inc.

Technology
1.12K
+ 7.25%
$32.22 - $42.09 $36.1K - $47.1K
16.5K $616K
Blackrock ETF Trust Ii
8.63K
+ 172.33%
N/A
13.6K $0
Bitwise Bitcoin ETF Tr
1.35K
+ 3.41%
N/A
41K $0
Invesco Exchange Traded Fd T
5.67K
+ 140.3%
N/A
9.71K $0
Kenvue Inc
2.19K
+ 13.55%
N/A
18.3K $0
OTIS
Otis Worldwide Corp

Industrials
1.11K
+ 8.28%
$84.93 - $101.07 $94.4K - $112K
14.5K $1.33M
Jacobs Solutions Inc
1.51K
+ 28.89%
N/A
6.74K $0
BFB
Brown Forman Corp Cl B
203
+ 2.68%
N/A
7.77K $0
Blackrock ETF Trust Ii
28.1K
+ 17.83%
N/A
186K $0
Blackrock ETF Trust
88K
+ 39.29%
N/A
312K $0
JGRO
J P Morgan Exchange Traded Fd
12.6K
+ 23.09%
N/A
67.3K $0
Cervomed Inc
11.4K
+ 66.02%
N/A
28.7K $0
Vanguard Instl Index Fd
11.8K
+ 23.79%
N/A
61.6K $0
LCTD
Blackrock ETF World Ex Us Carb
892
+ 9.29%
N/A
10.5K $0
Blackrock Inc
15
+ 0.57%
N/A
2.66K $0
Tidal Trust Ii
5.3K
+ 37.13%
N/A
19.6K $0
Bitwise Ethereum ETF
7.54K
+ 46.79%
N/A
23.7K $0
Blackrock ETF Trust
10.3K
+ 125.32%
N/A
18.5K $0
Blackrock ETF Trust Ii
8.09K
+ 22.99%
N/A
43.3K $0
Franklin Templeton ETF Tr
1.44K
+ 8.95%
N/A
17.5K $0
ABEV
Ambev S.A.

Consumer Defensive
830
+ 7.8%
$2.15 - $2.49 $1.78K - $2.07K
11.5K $25K
Te Connectivity PLC
276
+ 18.24%
N/A
1.79K $0
Fidelity Wise Origin Bitcoin
1.33K
+ 29.02%
N/A
5.92K $0
Sei Exchange Traded Funds
383
+ 1.08%
N/A
35.9K $0
Grail Inc
1.58K
+ 8.92%
N/A
19.3K $0
Annaly Capital Management In
15.4K
+ 32.57%
N/A
62.7K $0
Goldman Sachs ETF Tr
672
+ 1.54%
N/A
44.2K $0
Global X Fds
23.6K
+ 47.87%
N/A
72.9K $0
Ge Vernova Inc
1.84K
+ 40.49%
N/A
6.4K $0
Ge Healthcare Technologies I
1.52K
+ 19.14%
N/A
9.47K $0
FMIL
Fidelity Covington Tr New Mill
834
+ 11.5%
N/A
8.08K $0
2023 ETF Series Trust Ii
11K
+ 8.31%
N/A
143K $0
Arm Holdings PLC
4.67K
+ 90.34%
N/A
9.85K $0
Atlassian Corporation
1.04K
+ 12.84%
N/A
9.1K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
6.33K
+ 14.4%
N/A
50.3K $0
DFSI
Dimensional ETF Tr Dimen Intl
13.1K
+ 14.54%
N/A
103K $0
DFSU
Dimensional ETF Tr Dimen Us Su
34.8K
+ 463.23%
N/A
42.3K $0
Lam Research Corp
2.43K
+ 5.71%
N/A
45K $0
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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