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
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.16K
+ 3.6%
$72.57 - $74.72 $447K - $460K
177K $13.2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.28K
+ 18.33%
$68.27 - $75.58 $360K - $399K
34.1K $2.53M
FDX
Fedex Corp

Industrials
2.3K
+ 64.64%
$217.1 - $243.2 $499K - $559K
5.86K $1.38M
D
Dominion Energy, Inc

Utilities
8.63K
+ 106.86%
$56.32 - $62.1 $486K - $536K
16.7K $1.02M
GLW
Corning Inc

Technology
459
+ 2.59%
$51.6 - $82.03 $23.7K - $37.7K
18.2K $1.49M
AIQ
Global X Funds Global X Artifi

ETFs
8.61K
+ 37.79%
$43.2 - $49.66 $372K - $428K
31.4K $1.55M
VEEV
Veeva Systems Inc

Healthcare
1.78K
+ 88.47%
$269.2 - $297.91 $479K - $531K
3.79K $1.13M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.47K
+ 5.45%
$164.63 - $174.58 $242K - $257K
28.5K $4.97M
TSN
Tyson Foods, Inc.

Consumer Defensive
9.91K
+ 203.45%
$52.3 - $57.69 $518K - $571K
14.8K $802K
PSIX
Power Solutions International, Inc.

Industrials
3.56K
+ 71.52%
$63.95 - $115.78 $228K - $412K
8.54K $844K
KMI
Kinder Morgan, Inc.

Energy
18.2K
+ 132.84%
$26.23 - $28.5 $477K - $518K
31.9K $902K
IEMG
Ishares Inc

ETFs
9.09K
+ 3.68%
N/A
256K $13.7M
TJX
Tjx Companies Inc

Consumer Cyclical
1.07K
+ 6.82%
$121.35 - $144.54 $130K - $155K
16.8K $2.42M
RDVY
First Trust Rising Dividend Ac

ETFs
2.68K
+ 3.98%
$62.38 - $67.29 $167K - $180K
70K $4.71M
HCA
Hca Healthcare, Inc.

Healthcare
942
+ 50.7%
$334.32 - $426.2 $315K - $401K
2.8K $1.19M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.07K
+ 1.12%
$74.68 - $80.26 $79.6K - $85.6K
96.3K $7.72M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.1K
+ 1.16%
$42.78 - $47.77 $46.9K - $52.4K
95.8K $4.55M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.28K
+ 7.25%
$67.21 - $72.65 $220K - $238K
48.5K $3.52M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.16K
+ 103.37%
$91.44 - $91.77 $472K - $473K
10.1K $931K
FLO
Flowers Foods Inc

Consumer Defensive
38.1K
+ 352.86%
$12.68 - $16.76 $483K - $638K
48.9K $637K
EPI
Wisdomtree Tr India Earnings F

ETFs
11.7K
+ 75.13%
$43.79 - $47.63 $511K - $556K
27.2K $1.2M
MDT
Medtronic PLC

Healthcare
3.54K
+ 23.84%
$87.67 - $95.74 $310K - $338K
18.4K $1.75M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.16K
+ 14.66%
$54.21 - $57.41 $388K - $411K
56K $3.18M
VOT
Vanguard Mid Cap Growth Index

ETFs
928
+ 5.24%
$282.75 - $294.19 $262K - $273K
18.6K $5.47M
LHX
L3 Harris Technologies, Inc.

Industrials
144
+ 2.02%
$252.18 - $305.41 $36.3K - $44K
7.26K $2.22M
CGDV
Capital Group Divid Value ETF

ETFs
7.2K
+ 14.07%
$39.59 - $42.21 $285K - $304K
58.3K $2.45M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.8K
+ 2.36%
$22.64 - $23.22 $334K - $343K
640K $14.8M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.78K
+ 10.95%
N/A
68.7K $4.29M
USTB
Victory Portfolios Ii Victorys

ETFs
8.14K
+ 67.49%
$50.54 - $51.1 $411K - $416K
20.2K $1.03M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.5K
+ 6.76%
$22.89 - $23.7 $331K - $343K
228K $5.38M
SNOW
Snowflake Inc.

Technology
1.75K
+ 20.89%
$191.73 - $241.0 $335K - $421K
10.1K $2.28M
GWW
W.W. Grainger, Inc.

Industrials
629
+ 27.82%
$932.44 - $1059.49 $587K - $666K
2.89K $2.75M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.52K
+ 3.93%
$107.66 - $112.36 $271K - $283K
66.6K $7.42M
O
Realty Income Corp

Real Estate
5.74K
+ 40.67%
$56.13 - $60.79 $322K - $349K
19.9K $1.21M
DHR
Danaher Corp

Healthcare
1.96K
+ 42.26%
$181.46 - $212.2 $356K - $416K
6.61K $1.31M
CNA
Cna Financial Corp

Financial Services
8.36K
+ 179.6%
$43.33 - $49.55 $362K - $414K
13K $604K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.94K
+ 3.59%
$68.24 - $73.73 $132K - $143K
56K $4.12M
WM
Waste Management Inc

Industrials
2.44K
+ 12.16%
$213.88 - $237.1 $521K - $578K
22.5K $4.97M
PSX
Phillips 66

Energy
2.27K
+ 61.0%
$118.37 - $139.46 $269K - $317K
5.99K $815K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.76K
+ 47.04%
$118.3 - $142.16 $445K - $534K
11.7K $1.43M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.98K
+ 18.15%
$49.05 - $49.99 $342K - $349K
45.4K $2.26M
ZM
Zoom Video Communications, Inc.

Technology
3.73K
+ 34.12%
$69.77 - $86.83 $260K - $324K
14.6K $1.21M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.09K
+ 9.76%
$39.06 - $43.42 $160K - $178K
46K $2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
985
+ 28.59%
$301.44 - $365.84 $297K - $360K
4.43K $1.43M
KRYS
Krystal Biotech, Inc.

Healthcare
31
+ 0.35%
$134.94 - $176.75 $4.18K - $5.48K
8.93K $1.58M
RF
Regions Financial Corp

Financial Services
2.38K
+ 2.34%
$24.03 - $27.41 $57.3K - $65.3K
104K $2.75M
ITA
Ishares Tr

ETFs
1.47K
+ 76.1%
$184.73 - $209.26 $272K - $308K
3.41K $713K
ASML
Asml Holding Nv

Technology
23
+ 1.19%
$689.63 - $968.09 $15.9K - $22.3K
1.96K $1.89M
IDA
Idacorp Inc

Utilities
2.22K
+ 77.26%
$115.16 - $132.15 $256K - $293K
5.09K $672K
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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