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
EFG
Msci Eafe Growth ETF

ETFs
2.48K
+ 2.22%
$89.8 - $112.0 $223K - $278K
114K $12.8M
AVDE
American Centy ETF Tr Avantis

ETFs
10.4K
+ 9.93%
$59.32 - $74.36 $616K - $772K
115K $8.51M
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.8K
+ 9.22%
$24.21 - $29.47 $866K - $1.05M
424K $12.5M
CME
Cme Group Inc.

Financial Services
3.86K
+ 9.1%
$252.37 - $290.71 $974K - $1.12M
46.2K $12.7M
INDA
Ishares Msci India Index Fund

ETFs
26.3K
+ 626.98%
$49.13 - $55.86 $1.29M - $1.47M
30.5K $1.7M
PANW
Palo Alto Networks Inc

Technology
4.5K
+ 28.08%
$152.44 - $204.64 $686K - $920K
20.5K $4.2M
AVES
American Centy ETF Tr Avantis

ETFs
11.8K
+ 9.2%
$42.02 - $53.63 $494K - $631K
140K $7.48M
MSTR
Microstrategy Inc

Technology
414
+ 3.83%
$237.95 - $421.61 $98.5K - $175K
11.2K $4.54M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.2K
+ 2.43%
$113.67 - $150.4 $137K - $181K
50.7K $7.62M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
16.4K
+ 241.79%
$62.73 - $78.42 $1.03M - $1.29M
23.2K $1.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.78K
+ 2.01%
$72.96 - $90.39 $203K - $251K
141K $12.6M
CAT
Caterpillar Inc

Industrials
916
+ 5.83%
$273.94 - $388.21 $251K - $356K
16.6K $6.46M
FXE
Invesco Currency Shares Euro Trust

ETFs
10K
+ 53.61%
$99.56 - $108.79 $996K - $1.09M
28.7K $3.12M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.4K
+ 26.44%
$102.02 - $103.5 $1.26M - $1.28M
59.2K $6.09M
COST
Costco Wholesale Corp

Consumer Defensive
291
+ 1.34%
$908.13 - $1056.85 $264K - $308K
22K $21.8M
MA
Mastercard Inc

Financial Services
1.18K
+ 2.83%
$479.92 - $590.74 $567K - $698K
43K $24.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.1K
+ 37.65%
$51.14 - $57.0 $1.13M - $1.26M
80.7K $4.59M
INTU
Intuit Inc

Technology
316
+ 6.03%
$544.07 - $787.63 $172K - $249K
5.56K $4.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.25K
+ 1.18%
$90.56 - $109.49 $204K - $246K
193K $21.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.4K
+ 5.56%
$44.68 - $45.96 $1.05M - $1.08M
445K $20.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.51K
+ 0.98%
$32.41 - $42.59 $49K - $64.4K
156K $6.65M
ACM
Aecom

Industrials
1.63K
+ 3.66%
$87.19 - $113.06 $142K - $184K
46.2K $5.21M
IEMG
Ishares Inc

ETFs
19.9K
+ 8.77%
N/A
247K $13.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.57K
+ 3.06%
$54.19 - $67.22 $194K - $240K
120K $8.09M
AMAT
Applied Materials Inc

Technology
227
+ 0.92%
$126.95 - $183.52 $28.8K - $41.7K
24.8K $4.54M
GE
General Electric CO

Industrials
477
+ 3.25%
$166.81 - $257.39 $79.6K - $123K
15.1K $3.9M
RTX
Raytheon Technologies Corp

Industrials
322
+ 0.48%
$113.75 - $148.48 $36.6K - $47.8K
66.8K $9.76M
FCX
Freeport Mcmoran Inc

Basic Materials
14.1K
+ 23.7%
$29.15 - $44.46 $412K - $628K
73.7K $3.19M
BX
Blackstone Inc.

Financial Services
1.95K
+ 3.22%
$120.07 - $151.11 $234K - $295K
62.5K $9.35M
JPIE
J P Morgan Exchange Traded Fd
18.1K
+ 11.57%
$45.12 - $46.32 $819K - $841K
175K $8.11M
OSCR
Oscar Health, Inc.

Healthcare
30.2K
+ 110.71%
$11.6 - $21.44 $350K - $647K
57.5K $1.23M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.9K
+ 17.1%
$55.54 - $69.09 $439K - $546K
54.1K $3.74M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
18.1K
+ 267.42%
$45.89 - $47.6 $829K - $860K
24.8K $1.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.27K
+ 10.73%
$58.41 - $72.69 $366K - $456K
64.7K $4.7M
LVHI
Franklin International Low Vol

ETFs
26.1K
+ 72.2%
$28.91 - $33.28 $755K - $869K
62.3K $2.03M
IWY
Ishares Tr Russell 200 Growth

ETFs
305
+ 1.41%
$187.5 - $246.51 $57.2K - $75.2K
21.9K $5.39M
MELI
Mercadolibre Inc

Consumer Cyclical
74
+ 7.59%
$1794.73 - $2613.63 $133K - $193K
1.05K $2.74M
SNOW
Snowflake Inc.

Technology
1.29K
+ 18.18%
$130.53 - $223.77 $168K - $288K
8.37K $1.87M
MS
Morgan Stanley

Financial Services
673
+ 2.19%
$99.83 - $140.86 $67.2K - $94.8K
31.4K $4.42M
VB
Vanguard Small Cap ETF

ETFs
614
+ 1.41%
$193.73 - $237.37 $119K - $146K
44.2K $10.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
684
+ 0.65%
$74.88 - $91.97 $51.2K - $62.9K
106K $9.76M
VO
Vanguard Mid Cap ETF

ETFs
1.2K
+ 5.79%
$228.54 - $279.83 $275K - $337K
22K $6.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.28K
+ 3.22%
$39.89 - $49.46 $171K - $212K
137K $6.77M
ETN
Eaton Corp PLC

Industrials
597
+ 9.17%
$246.52 - $356.99 $147K - $213K
7.11K $2.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.6K
+ 16.71%
$22.92 - $28.05 $449K - $550K
137K $3.84M
RMD
Resmed Inc

Healthcare
10
+ 0.04%
$204.54 - $258.0 $2.05K - $2.58K
22.4K $5.77M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.1K
+ 7.04%
$45.2 - $46.6 $726K - $748K
244K $11.3M
AVEM
American Centy ETF Tr Avantis

ETFs
4.09K
+ 7.56%
$53.08 - $68.54 $217K - $280K
58.2K $3.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.18K
+ 17.04%
$166.82 - $194.23 $530K - $617K
21.8K $4.24M
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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