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
MCHP
Microchip Technology Inc

Technology
1.3K
+ 27.84%
$35.34 - $71.6 $46K - $93.2K
5.98K $420K
PNC
Pnc Financial Services Group, Inc.

Financial Services
549
+ 6.44%
$149.76 - $186.42 $82.2K - $102K
9.08K $1.69M
IDXX
Idexx Laboratories Inc

Healthcare
45
+ 3.18%
$361.04 - $536.34 $16.2K - $24.1K
1.46K $781K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.47K
+ 21.47%
$73.02 - $90.22 $107K - $133K
8.32K $742K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
8.26K
+ 9.94%
$21.71 - $22.3 $179K - $184K
91.4K $2.03M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
644
+ 38.24%
$160.22 - $209.35 $103K - $135K
2.33K $487K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.92K
+ 4.56%
$75.05 - $77.34 $144K - $149K
44.1K $3.41M
PWR
Quanta Services, Inc.

Industrials
41
+ 3.15%
$239.47 - $381.26 $9.82K - $15.6K
1.34K $507K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.33K
+ 58.68%
$50.09 - $51.09 $167K - $170K
9K $459K
CHTR
Charter Communications, Inc.

Communication Services
33
+ 0.85%
$321.68 - $427.25 $10.6K - $14.1K
3.92K $1.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.91K
+ 39.71%
$69.8 - $85.28 $133K - $163K
6.72K $557K
DFAX
Dimensional ETF Tr
86
+ 0.17%
$23.37 - $29.39 $2.01K - $2.53K
51K $1.5M
ITA
Ishares Tr

ETFs
569
+ 41.59%
$135.31 - $188.64 $77K - $107K
1.94K $365K
EXAS
Exact Sciences Corp

Healthcare
1.34K
+ 15.75%
$40.31 - $58.08 $54K - $77.8K
9.84K $522K
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.44K
+ 54.25%
$33.38 - $40.81 $115K - $141K
9.79K $398K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.17K
+ 7.41%
$25.27 - $27.14 $131K - $140K
74.8K $2.02M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.78K
+ 7.07%
$27.26 - $34.48 $48.6K - $61.4K
27K $929K
NNAVW
Nextnav Inc Wt Exp
10.9K
+ 24.49%
$4.07 - $6.35 $44.4K - $69.2K
55.4K $344K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
3
+ 0.01%
$32.02 - $42.16 $96.1 - $126
24.4K $1.03M
WELL
Welltower Inc.

Real Estate
939
+ 23.56%
$136.49 - $155.22 $128K - $146K
4.93K $757K
SYK
Stryker Corp

Healthcare
120
+ 2.85%
$337.37 - $395.63 $40.5K - $47.5K
4.33K $1.71M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
2.44K
+ 15.29%
$36.36 - $41.4 $88.6K - $101K
18.4K $761K
VIG
Vanguard Dividend Appreciation

ETFs
762
+ 1.18%
N/A
65.4K $11.9M
CF
Cf Industries Holdings, Inc.

Basic Materials
448
+ 6.43%
$68.47 - $102.48 $30.7K - $45.9K
7.42K $682K
THO
Thor Industries Inc

Consumer Cyclical
944
+ 24.37%
$64.83 - $89.72 $61.2K - $84.7K
4.82K $427K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
4.17K
+ 29.4%
N/A
18.4K $578K
BSX
Boston Scientific Corp

Healthcare
394
+ 2.91%
$89.7 - $107.41 $35.3K - $42.3K
13.9K $1.5M
ECL
Ecolab Inc.

Basic Materials
164
+ 3.09%
$225.65 - $270.95 $37K - $44.4K
5.48K $1.48M
SCHO
Schwab Short Term Us Treasury

ETFs
5.19K
+ 17.93%
$24.19 - $24.45 $125K - $127K
34.1K $831K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
250
+ 2.01%
$49.85 - $64.51 $12.5K - $16.1K
12.7K $816K
NU
Nu Holdings Ltd.

Financial Services
5.36K
+ 36.58%
$9.6 - $13.72 $51.4K - $73.5K
20K $274K
ANSS
Ansys Inc

Technology
190
+ 11.82%
$284.19 - $351.22 $54K - $66.7K
1.8K $631K
MNST
Monster Beverage Corp

Consumer Defensive
827
+ 5.08%
$55.01 - $64.24 $45.5K - $53.1K
17.1K $1.07M
TJX
Tjx Companies Inc

Consumer Cyclical
754
+ 5.05%
$119.13 - $135.03 $89.8K - $102K
15.7K $1.94M
IDV
Ishares Tr

ETFs
2.32K
+ 21.79%
$27.79 - $34.84 $64.5K - $80.9K
13K $447K
HYD
Vaneck High Yield Muni ETF

ETFs
2.5K
+ 24.74%
$49.08 - $51.35 $123K - $128K
12.6K $632K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
632
+ 78.51%
$225.56 - $335.19 $143K - $212K
1.44K $341K
USB
Us Bancorp \De\

Financial Services
1.16K
+ 5.74%
$36.4 - $45.76 $42.3K - $53.2K
21.4K $968K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
724
+ 13.71%
$421.16 - $509.5 $305K - $369K
6K $2.67M
D
Dominion Energy, Inc

Utilities
1.92K
+ 31.11%
$49.66 - $58.0 $95.2K - $111K
8.08K $456K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
394
+ 7.04%
$97.68 - $121.38 $38.5K - $47.8K
5.99K $727K
IGV
Ishares Expanded Tech Software

ETFs
490
+ 17.46%
$80.15 - $109.5 $39.3K - $53.7K
3.3K $360K
UNP
Union Pacific Corp

Industrials
685
+ 8.8%
$208.27 - $238.46 $143K - $163K
8.47K $1.95M
MDB
Mongo Db, Inc.

Technology
145
+ 6.36%
$145.85 - $225.38 $21.1K - $32.7K
2.43K $509K
AMT
American Tower Corp

Real Estate
419
+ 8.29%
$203.96 - $228.19 $85.5K - $95.6K
5.47K $1.21M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
2.2K
+ 23.9%
$26.03 - $35.66 $57.3K - $78.5K
11.4K $390K
SRE
Sempra Energy

Utilities
602
+ 4.18%
$63.78 - $78.91 $38.4K - $47.5K
15K $1.14M
AEM
Agnico Eagle Mines LTD

Basic Materials
150
+ 1.73%
$99.48 - $124.46 $14.9K - $18.7K
8.82K $1.05M
MPWR
Monolithic Power Systems Inc

Technology
51
+ 11.11%
$455.19 - $737.73 $23.2K - $37.6K
510 $373K
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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