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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
709
+ 1.4%
$94.17 - $99.95 $66.8K - $70.9K
51.3K $5.13M
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.5K
+ 44.48%
$29.12 - $29.34 $335K - $337K
37.3K $1.1M
WELL
Welltower Inc.

Real Estate
1.23K
+ 24.89%
$150.71 - $178.14 $185K - $218K
6.15K $1.1M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10K
+ 13.37%
$26.88 - $27.78 $269K - $278K
84.8K $2.36M
MDB
Mongo Db, Inc.

Technology
295
+ 12.16%
$201.0 - $334.87 $59.3K - $98.8K
2.72K $844K
WMB
Williams Companies, Inc.

Energy
5.07K
+ 20.0%
$56.52 - $64.01 $286K - $324K
30.4K $1.93M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.57K
+ 16.9%
$64.58 - $69.94 $230K - $249K
24.7K $1.71M
SPG
Simon Property Group Inc

Real Estate
696
+ 9.63%
$159.93 - $187.67 $111K - $131K
7.92K $1.49M
WDC
Western Digital Corp

Technology
761
+ 18.22%
$63.84 - $120.06 $48.6K - $91.4K
4.94K $592K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.83K
+ 12.03%
$31.79 - $33.42 $217K - $228K
63.6K $2.13M
BA
Boeing CO

Industrials
1.26K
+ 17.38%
$209.79 - $237.38 $264K - $299K
8.51K $1.84M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.7K
+ 11.13%
$26.44 - $27.1 $282K - $289K
106K $2.87M
WBS
Webster Financial Corp

Financial Services
4.83K
+ 110.99%
$55.19 - $62.92 $266K - $304K
9.17K $545K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.58K
+ 19.9%
$35.41 - $38.93 $198K - $217K
33.6K $1.31M
ITM
Vaneck Intermediate Muni ETF

ETFs
6.13K
+ 42.76%
$45.2 - $46.71 $277K - $286K
20.5K $953K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.86K
+ 19.92%
$41.64 - $45.4 $202K - $221K
29.3K $1.33M
DHI
Horton D R Inc

Consumer Cyclical
955
+ 29.33%
$129.82 - $184.04 $124K - $176K
4.21K $713K
GRMN
Garmin LTD

Technology
865
+ 43.42%
$211.13 - $246.22 $183K - $213K
2.86K $703K
DVN
Devon Energy Corp

Energy
7.1K
+ 102.39%
$31.75 - $36.99 $226K - $263K
14K $492K
VV
Vanguard Large Cap ETF

ETFs
573
+ 13.57%
$285.05 - $309.14 $163K - $177K
4.8K $1.48M
BK
Bank Of New York Mellon Corp

Financial Services
1.27K
+ 17.61%
$90.65 - $109.75 $115K - $140K
8.51K $927K
VZ
Verizon Communications Inc

Communication Services
3.59K
+ 2.22%
$40.84 - $45.06 $147K - $162K
165K $7.26M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3K
+ 3.8%
N/A
82.1K $7.05M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.36K
+ 11.12%
$89.29 - $100.17 $122K - $136K
13.6K $1.36M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
319
+ 3.38%
$50.79 - $76.4 $16.2K - $24.4K
9.75K $744K
VONV
Vanguard Russell 1000 Value Et

ETFs
396
+ 0.76%
$84.55 - $89.54 $33.5K - $35.5K
52.7K $4.71M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.9K
+ 17.28%
$69.9 - $78.26 $133K - $149K
12.9K $1.01M
ESTC
Elastic N.V.

Technology
2.92K
+ 51.65%
$72.54 - $92.3 $212K - $269K
8.57K $723K
AMGN
Amgen Inc

Healthcare
708
+ 4.53%
$271.18 - $309.22 $192K - $219K
16.3K $4.61M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
163
+ 0.37%
$84.28 - $89.46 $13.7K - $14.6K
44.4K $3.95M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.51K
+ 31.75%
$92.14 - $93.55 $231K - $235K
10.4K $973K
IWD
Ishares Russell 1000 Val ETF

ETFs
193
+ 0.88%
$192.76 - $203.86 $37.2K - $39.3K
22K $4.48M
NFG
National Fuel Gas CO

Energy
2.4K
+ 91.47%
$82.19 - $93.72 $197K - $225K
5.03K $464K
IONQ
Ion Q, Inc.

Technology
149
+ 1.18%
$36.79 - $75.14 $5.48K - $11.2K
12.7K $782K
FDVV
Fidelity High Dividend ETF

ETFs
2.78K
+ 11.81%
$52.42 - $55.71 $146K - $155K
26.3K $1.47M
FNDX
Schwab Fundamental U S Large C

ETFs
1.88K
+ 1.73%
$24.38 - $26.34 $45.7K - $49.4K
110K $2.9M
DUK
Duke Energy Corp

Utilities
1.28K
+ 9.11%
$116.31 - $125.93 $149K - $161K
15.3K $1.89M
IYLD
Ishares Tr Ishares Morningstar

ETFs
9.74K
+ 16.44%
$20.48 - $21.33 $200K - $208K
69K $1.47M
MRVL
Marvell Technology, Inc.

Technology
1.7K
+ 12.22%
$62.31 - $84.07 $106K - $143K
15.6K $1.31M
MBB
Ishares Tr

ETFs
937
+ 0.81%
$92.46 - $95.73 $86.6K - $89.7K
117K $11.1M
AME
Ametek Inc

Industrials
701
+ 4.89%
$176.44 - $192.03 $124K - $135K
15K $2.83M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
406
+ 1.95%
$109.47 - $119.06 $44.4K - $48.3K
21.2K $2.51M
AES
Aes Corp

Utilities
2.79K
+ 3.8%
$10.77 - $13.94 $30.1K - $38.9K
76.3K $1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.32K
+ 51.38%
$35.42 - $38.65 $188K - $206K
15.7K $595K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.77K
+ 2.64%
$81.75 - $84.54 $145K - $150K
68.7K $5.78M
EWBC
East West Bancorp Inc

Financial Services
2K
+ 73.31%
$97.41 - $109.7 $195K - $219K
4.73K $503K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
397
+ 1.88%
$79.39 - $90.39 $31.5K - $35.9K
21.5K $1.91M
EEMV
Ishares Msci Emerging Markets

ETFs
3.2K
+ 20.45%
$61.94 - $64.63 $198K - $207K
18.9K $1.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.38K
+ 18.63%
$32.78 - $35.79 $144K - $157K
27.9K $994K
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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