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
COF
Capital One Financial Corp

Financial Services
2.89K
+ 93.98%
$150.57 - $212.76 $435K - $614K
5.96K $1.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.53K
+ 41.9%
$212.1 - $244.27 $961K - $1.11M
15.3K $3.35M
DFIV
Dimensional ETF Tr

ETFs
6.86K
+ 5.68%
$34.67 - $43.21 $238K - $296K
127K $5.46M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
32.2K
+ 200.91%
$20.31 - $21.71 $653K - $698K
48.2K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.51K
+ 25.65%
$141.37 - $228.57 $214K - $346K
7.42K $1.68M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.97K
+ 164.71%
$105.69 - $140.64 $525K - $699K
7.99K $1.06M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26.4K
+ 10.25%
$24.98 - $25.66 $659K - $677K
284K $7.26M
VT
Vanguard Total World Stk Index

ETFs
557
+ 1.14%
$103.16 - $128.52 $57.5K - $71.6K
49.6K $6.37M
TTD
Trade Desk, Inc.

Technology
6.33K
+ 48.67%
$45.27 - $79.4 $287K - $503K
19.3K $1.39M
SUB
Ishares Short Term National Mu

ETFs
6.03K
+ 24.15%
$104.77 - $106.34 $632K - $641K
31K $3.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18K
+ 46.31%
$27.3 - $31.8 $490K - $571K
56.8K $1.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
364
+ 1.14%
$104.23 - $134.39 $37.9K - $48.9K
32.4K $4.35M
ISRG
Intuitive Surgical Inc

Healthcare
366
+ 4.04%
$451.58 - $565.94 $165K - $207K
9.42K $5.12M
HD
Home Depot, Inc.

Consumer Cyclical
1.68K
+ 1.6%
$335.24 - $380.78 $565K - $641K
107K $39.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.85K
+ 22.7%
$86.93 - $109.64 $335K - $422K
20.8K $2.28M
AIQ
Global X Funds Global X Artifi

ETFs
11.6K
+ 103.2%
$31.5 - $43.69 $365K - $506K
22.8K $995K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.28K
+ 15.05%
$151.62 - $183.47 $346K - $419K
17.5K $3.2M
GBIL
Goldman Sachs Access Treasury

ETFs
5.78K
+ 11.31%
$99.83 - $100.19 $577K - $579K
56.9K $5.7M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
2.81K
+ 3.06%
$33.7 - $43.1 $94.8K - $121K
94.7K $4.07M
AMP
Ameriprise Financial Inc

Financial Services
354
+ 4.78%
$422.19 - $533.73 $149K - $189K
7.75K $4.14M
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
+ 8.8%
$149.23 - $184.95 $185K - $229K
15.3K $2.79M
IAK
Ishares Tr

ETFs
4.22K
+ 88.71%
$122.44 - $138.47 $517K - $584K
8.98K $1.21M
NSC
Norfolk Southern Corp

Industrials
1.08K
+ 7.58%
$206.34 - $257.46 $222K - $278K
15.3K $3.92M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.68K
+ 12.53%
$56.84 - $65.5 $380K - $438K
60K $3.93M
NEM
Newmont Corp

Basic Materials
4.9K
+ 20.46%
$44.18 - $59.46 $216K - $291K
28.8K $1.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.42K
+ 8.51%
$85.42 - $94.39 $463K - $511K
69.1K $6.49M
HOOD
Robinhood Markets, Inc.

Technology
2.46K
+ 43.99%
$34.17 - $93.63 $84.2K - $231K
8.06K $754K
SPYG
Spdr Portfolio

ETFs
2.8K
+ 16.56%
$71.83 - $95.32 $201K - $267K
19.7K $1.88M
EMR
Emerson Electric CO

Industrials
19
+ 0.09%
$94.15 - $133.33 $1.79K - $2.53K
21.7K $2.9M
TRV
Travelers Companies, Inc.

Financial Services
1.5K
+ 4.21%
$233.83 - $276.34 $351K - $415K
37.1K $9.93M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
9.49K
+ 8.65%
$46.46 - $47.44 $441K - $450K
119K $5.65M
SE
Sea LTD

Consumer Cyclical
560
+ 4.46%
$105.57 - $170.4 $59.1K - $95.4K
13.1K $2.1M
CEG
Constellation Energy Corp

Utilities
12
+ 0.33%
$170.96 - $322.76 $2.05K - $3.87K
3.61K $1.17M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.32K
+ 27.63%
$48.5 - $49.35 $404K - $411K
38.4K $1.89M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
200
+ 6.16%
$177.93 - $313.14 $35.6K - $62.6K
3.45K $1.08M
MRVL
Marvell Technology, Inc.

Technology
3.07K
+ 28.36%
$49.38 - $79.97 $152K - $246K
13.9K $1.08M
AXON
Axon Enterprise, Inc.

Industrials
163
+ 18.11%
$497.13 - $827.94 $81K - $135K
1.06K $880K
TT
Trane Technologies PLC

Industrials
457
+ 22.35%
$315.21 - $437.41 $144K - $200K
2.5K $1.09M
SNPS
Synopsys Inc

Technology
527
+ 32.83%
$380.9 - $517.66 $201K - $273K
2.13K $1.09M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.39K
+ 0.99%
$24.38 - $30.18 $33.8K - $41.8K
142K $4.27M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.71K
+ 14.8%
$54.28 - $67.95 $202K - $252K
28.8K $1.96M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.85K
+ 4.39%
$67.22 - $81.54 $124K - $151K
43.9K $3.58M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.74K
+ 44.02%
$70.56 - $87.22 $264K - $326K
12.2K $1.07M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.38K
+ 18.28%
$49.79 - $50.75 $367K - $374K
47.7K $2.42M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
+ 9.55%
$108.12 - $135.04 $149K - $186K
15.8K $2.14M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.4K
+ 7.19%
$22.43 - $23.23 $322K - $333K
214K $4.97M
ASML
Asml Holding Nv

Technology
149
+ 8.35%
$595.37 - $815.24 $88.7K - $121K
1.93K $1.55M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.98K
+ 3.91%
$20.42 - $25.3 $102K - $126K
132K $3.34M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.78K
+ 17.39%
$45.98 - $56.15 $174K - $212K
25.5K $1.43M
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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