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
URI
United Rentals, Inc.

Industrials
112
+ 20.04%
$774.14 - $975.23 $86.7K - $109K
671 $640K
AON
Aon PLC

Financial Services
616
+ 34.55%
$350.91 - $375.27 $216K - $231K
2.4K $855K
BDX
Becton Dickinson & CO

Healthcare
1.03K
+ 75.09%
$172.41 - $199.66 $177K - $205K
2.4K $448K
NDAQ
Nasdaq, Inc.

Financial Services
2.42K
+ 99.88%
$86.73 - $96.94 $210K - $235K
4.85K $428K
VNQ
Vanguard Specialized Funds Van

ETFs
1.59K
+ 5.68%
$88.47 - $93.24 $140K - $148K
29.5K $2.7M
WPM
Wheaton Precious Metals Corp.

Basic Materials
854
+ 16.44%
$86.72 - $111.84 $74.1K - $95.5K
6.05K $676K
GILD
Gilead Sciences, Inc.

Healthcare
1.83K
+ 5.06%
$108.22 - $120.47 $198K - $221K
38.1K $4.23M
VLO
Valero Energy Corp

Energy
192
+ 3.94%
$131.77 - $175.63 $25.3K - $33.7K
5.06K $861K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.9K
+ 22.79%
$87.05 - $93.19 $165K - $177K
10.2K $949K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
560
+ 0.77%
$55.15 - $58.11 $30.9K - $32.5K
73K $4.19M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.77K
+ 3.6%
$33.26 - $34.01 $158K - $162K
137K $4.65M
SYK
Stryker Corp

Healthcare
850
+ 19.64%
$368.57 - $403.53 $313K - $343K
5.18K $1.91M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
8.5K
+ 19.98%
$23.53 - $23.75 $200K - $202K
51.1K $1.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.63K
+ 37.57%
$39.37 - $44.24 $143K - $161K
13.3K $581K
IDXX
Idexx Laboratories Inc

Healthcare
71
+ 4.87%
$514.61 - $682.78 $36.5K - $48.5K
1.53K $976K
RE
Everest Re Group LTD

Financial Services
521
+ 42.19%
N/A
1.76K $650K
BMY
Bristol Myers Squibb CO

Healthcare
5.66K
+ 10.56%
$43.31 - $48.98 $245K - $277K
59.2K $2.67M
CTRA
Coterra Energy Inc.

Energy
8.71K
+ 84.13%
$23.09 - $25.45 $201K - $222K
19.1K $450K
ABT
Abbott Laboratories

Healthcare
2.5K
+ 3.51%
$120.51 - $136.62 $301K - $341K
73.7K $9.87M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.09K
+ 4.25%
$59.11 - $67.35 $64.4K - $73.3K
26.7K $1.77M
AZN
Astrazeneca PLC

Healthcare
603
+ 2.94%
$68.72 - $82.11 $41.4K - $49.5K
21.1K $1.62M
DG
Dollar General Corp

Consumer Defensive
2.56K
+ 36.54%
$101.86 - $116.32 $261K - $298K
9.56K $987K
MCK
Mckesson Corp

Healthcare
181
+ 16.03%
$659.01 - $772.54 $119K - $140K
1.31K $1.01M
AMZN
Amazon Com Inc

Consumer Cyclical
469
+ 0.1%
$211.65 - $238.24 $99.3K - $112K
455K $99.9M
PWR
Quanta Services, Inc.

Industrials
324
+ 24.14%
$372.29 - $421.68 $121K - $137K
1.67K $690K
LLY
Eli Lilly & CO

Healthcare
1.03K
+ 2.82%
$625.65 - $812.69 $643K - $835K
37.4K $28.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
525
+ 4.29%
$86.92 - $99.32 $45.6K - $52.1K
12.8K $1.25M
NYT
New York Times CO

Communication Services
3.01K
+ 49.72%
$51.43 - $61.95 $155K - $186K
9.05K $519K
AKAM
Akamai Technologies Inc

Technology
2K
+ 58.86%
N/A
5.39K $489K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.39K
+ 3.84%
$20.76 - $21.78 $112K - $117K
146K $3.14M
FITB
Fifth Third Bancorp

Financial Services
168
+ 0.34%
$40.91 - $46.28 $6.87K - $7.78K
48.9K $2.18M
AOA
Ishares Tr Core Aggressive All

ETFs
412
+ 1.43%
$82.71 - $88.14 $34.1K - $36.3K
29.3K $2.58M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.36K
+ 7.59%
$10.78 - $19.82 $14.7K - $27K
19.3K $377K
FISV
Fiserv Inc

Technology
1.35K
+ 52.07%
N/A
3.93K $492K
HSY
Hershey CO

Consumer Defensive
669
+ 34.38%
$161.95 - $193.45 $108K - $129K
2.62K $489K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
244
+ 0.58%
$42.26 - $47.16 $10.3K - $11.5K
42.1K $1.95M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.62K
+ 20.86%
$100.16 - $100.7 $162K - $163K
9.36K $942K
WST
West Pharmaceutical Services Inc

Healthcare
422
+ 35.58%
$210.08 - $279.1 $88.7K - $118K
1.61K $421K
FNDF
Schwab Fundamental Intl Large

ETFs
242
+ 0.47%
$39.84 - $43.15 $9.64K - $10.4K
51.4K $2.21M
EME
Emcor Group, Inc.

Industrials
106
+ 13.35%
$530.88 - $655.83 $56.3K - $69.5K
900 $584K
CGGO
Capital Group Global Growth Eq

ETFs
4.19K
+ 62.66%
$31.71 - $34.17 $133K - $143K
10.9K $371K
MSCI
Msci Inc.

Financial Services
286
+ 42.37%
$526.48 - $588.0 $151K - $168K
961 $545K
ZTS
Zoetis Inc.

Healthcare
2.65K
+ 10.94%
$141.13 - $159.19 $374K - $421K
26.8K $3.93M
CPRT
Copart Inc

Consumer Cyclical
3.83K
+ 84.9%
$44.6 - $49.97 $171K - $192K
8.35K $375K
MPWR
Monolithic Power Systems Inc

Technology
62
+ 12.16%
$711.24 - $922.81 $44.1K - $57.2K
572 $526K
SOXX
Ishares Semiconductor ETF

ETFs
34
+ 0.77%
$236.93 - $271.12 $8.06K - $9.22K
4.45K $1.21M
TSCO
Tractor Supply CO

Consumer Cyclical
200
+ 0.59%
$54.08 - $62.65 $10.8K - $12.5K
34K $1.94M
EXP
Eagle Materials Inc

Basic Materials
13
+ 0.27%
$209.12 - $242.26 $2.72K - $3.15K
4.75K $1.11M
DOV
Dover Corp

Industrials
1.05K
+ 64.79%
$165.59 - $190.9 $174K - $200K
2.67K $445K
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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