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
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.04K
+ 42.18%
$53.65 - $67.02 $217K - $271K
13.6K $912K
RF
Regions Financial Corp

Financial Services
6.83K
+ 7.18%
$18.34 - $23.52 $125K - $161K
102K $2.39M
CARR
Carrier Global Corp

Industrials
445
+ 1.47%
$55.55 - $75.83 $24.7K - $33.7K
30.8K $2.25M
SHOP
Shopify Inc.

Technology
1.67K
+ 24.49%
$76.89 - $115.35 $129K - $193K
8.5K $980K
LMT
Lockheed Martin Corp

Industrials
151
+ 0.97%
$430.82 - $486.45 $65.1K - $73.5K
15.7K $7.27M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.2K
+ 9.17%
N/A
61.9K $3.86M
CRSP
Crispr Therapeutics Ag

Healthcare
1.54K
+ 9.17%
$31.27 - $48.64 $48.1K - $74.8K
18.3K $890K
MBB
Ishares Tr

ETFs
3.23K
+ 2.86%
$91.41 - $94.22 $296K - $305K
116K $10.9M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
2.91K
+ 13.96%
$55.24 - $68.55 $161K - $199K
23.7K $1.6M
IONQ
Ion Q, Inc.

Technology
1.91K
+ 17.94%
$20.68 - $48.04 $39.6K - $91.9K
12.6K $540K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.26K
+ 2.41%
$24.66 - $25.17 $228K - $233K
393K $9.88M
T
At&T Inc.

Communication Services
7.49K
+ 5.99%
$26.33 - $28.94 $197K - $217K
132K $3.83M
HWM
Howmet Aerospace Inc.

Industrials
649
+ 21.03%
$112.33 - $186.13 $72.9K - $121K
3.74K $695K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
7.01K
+ 61.37%
$40.39 - $41.46 $283K - $291K
18.4K $762K
SPOT
Spotify Technology S.A.

Communication Services
73
+ 6.91%
$503.3 - $775.9 $36.7K - $56.6K
1.13K $866K
TTWO
Take Two Interactive Software Inc

Communication Services
995
+ 79.22%
$194.58 - $243.05 $194K - $242K
2.25K $546K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
237
+ 0.71%
$86.05 - $107.7 $20.4K - $25.5K
33.4K $3.6M
GWW
W.W. Grainger, Inc.

Industrials
167
+ 7.98%
$919.93 - $1101.66 $154K - $184K
2.26K $2.35M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.6K
+ 15.43%
$24.54 - $25.07 $260K - $265K
79.1K $1.98M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11K
+ 12.92%
$26.18 - $26.93 $287K - $295K
95.7K $2.55M
CGDV
Capital Group Divid Value ETF

ETFs
1.9K
+ 3.85%
$31.93 - $39.49 $60.5K - $74.9K
51.1K $2.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.47K
+ 12.27%
$40.82 - $43.14 $223K - $236K
50K $2.16M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.84K
+ 56.04%
$88.49 - $92.4 $251K - $262K
7.9K $729K
ABT
Abbott Laboratories

Healthcare
145
+ 0.2%
$123.95 - $138.08 $18K - $20K
71.2K $9.68M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.16K
+ 6.41%
$23.4 - $29.68 $73.9K - $93.7K
52.4K $1.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
400
+ 1.68%
$57.14 - $72.68 $22.9K - $29.1K
24.2K $1.76M
PH
Parker Hannifin Corp

Industrials
250
+ 31.37%
$517.23 - $700.54 $129K - $175K
1.05K $731K
GLDM
World Gold Trust

ETFs
3.51K
+ 82.1%
$58.96 - $67.97 $207K - $238K
7.78K $509K
DASH
Door Dash, Inc.

Communication Services
46
+ 1.26%
$163.16 - $246.51 $7.51K - $11.3K
3.7K $912K
SOXX
Ishares Semiconductor ETF

ETFs
90
+ 2.08%
$154.86 - $239.07 $13.9K - $21.5K
4.41K $1.05M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.3K
+ 2.63%
$81.46 - $94.63 $105K - $123K
50.6K $4.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.73K
+ 7.87%
$121.58 - $136.74 $211K - $237K
23.7K $3.22M
AZO
Autozone Inc

Consumer Cyclical
66
+ 55.46%
$3478.38 - $3880.15 $230K - $256K
185 $686K
ARKG
Ark Genomic Revolution ETF (De

ETFs
4.47K
+ 13.42%
$18.34 - $24.56 $82K - $110K
37.8K $920K
ADI
Analog Devices Inc

Technology
419
+ 12.72%
$164.6 - $238.02 $69K - $99.7K
3.71K $883K
VRSK
Verisk Analytics, Inc.

Industrials
657
+ 79.35%
$277.03 - $321.33 $182K - $211K
1.49K $462K
OUNZ
Van Eck Merk Gold Trust

ETFs
6.34K
+ 90.21%
$28.68 - $33.09 $182K - $210K
13.4K $426K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.99K
+ 8.93%
$53.36 - $61.57 $106K - $123K
24.3K $1.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.62K
+ 2.48%
$79.56 - $82.92 $129K - $134K
66.9K $5.55M
ROK
Rockwell Automation, Inc

Industrials
15
+ 0.54%
$218.97 - $332.17 $3.28K - $4.98K
2.78K $924K
CTAS
Cintas Corp

Industrials
646
+ 17.57%
$190.11 - $227.66 $123K - $147K
4.32K $963K
FNDF
Schwab Fundamental Intl Large

ETFs
249
+ 0.49%
$32.25 - $40.02 $8.03K - $9.96K
51.1K $2.05M
KO
Coca Cola CO

Consumer Defensive
4.47K
+ 3.56%
$68.37 - $73.9 $306K - $330K
130K $9.21M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.08K
+ 4.41%
$50.27 - $62.05 $54.4K - $67.1K
25.6K $1.58M
IGF
Ishares Global Infrastructure

ETFs
418
+ 1.05%
$50.55 - $59.83 $21.1K - $25K
40.4K $2.39M
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.89K
+ 36.35%
$29.07 - $29.38 $200K - $202K
25.9K $757K
DG
Dollar General Corp

Consumer Defensive
178
+ 2.61%
$86.02 - $114.95 $15.3K - $20.5K
7K $800K
VRT
Vertiv Holdings CO

Industrials
2.28K
+ 9.06%
N/A
27.5K $2.38M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2.55K
+ 56.84%
$54.81 - $67.78 $140K - $173K
7.03K $476K
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email