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
CGXU
Capital Group Intl Focus Equit

ETFs
4.3K
+ 50.43%
$26.49 - $29.62 $114K - $127K
12.8K $379K
ECL
Ecolab Inc.

Basic Materials
451
+ 8.23%
$259.39 - $285.47 $117K - $129K
5.93K $1.62M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.17K
+ 5.07%
$75.26 - $80.19 $88.4K - $94.1K
24.4K $1.94M
XEL
Xcel Energy Inc

Utilities
774
+ 11.57%
$67.56 - $80.65 $52.3K - $62.4K
7.46K $601K
NVS
Novartis Ag

Healthcare
185
+ 1.1%
$113.5 - $129.73 $21K - $24K
17K $2.17M
SGOL
Abrdn Gold ETF Trust

ETFs
400
+ 1.64%
$31.18 - $36.81 $12.5K - $14.7K
24.9K $915K
UAL
United Airlines Holdings, Inc.

Industrials
817
+ 21.84%
$80.05 - $109.36 $65.4K - $89.3K
4.56K $439K
EQIX
Equinix Inc

Real Estate
198
+ 17.68%
$756.7 - $811.13 $150K - $161K
1.32K $1.03M
USXF
Ishares Esg Advanced Msci Usa

Technology
748
+ 2.54%
$53.69 - $57.31 $40.2K - $42.9K
30.2K $1.73M
ES
Eversource Energy

Utilities
1.49K
+ 34.18%
$62.86 - $71.14 $93.5K - $106K
5.84K $415K
CME
Cme Group Inc.

Financial Services
1.44K
+ 3.12%
$258.83 - $287.1 $373K - $414K
47.7K $12.9M
PH
Parker Hannifin Corp

Industrials
101
+ 9.65%
$697.13 - $769.67 $70.4K - $77.7K
1.15K $870K
CEG
Constellation Energy Corp

Utilities
350
+ 9.69%
$298.82 - $354.89 $105K - $124K
3.96K $1.3M
A
Agilent Technologies, Inc.

Healthcare
819
+ 27.28%
$112.04 - $128.75 $91.8K - $105K
3.82K $490K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.11K
+ 23.98%
$18.82 - $19.8 $115K - $121K
31.6K $613K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
805
+ 2.84%
$24.38 - $30.89 $19.6K - $24.9K
29.2K $895K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
2.95K
+ 21.63%
$36.73 - $38.68 $108K - $114K
16.6K $640K
EW
Edwards Lifesciences Corp

Healthcare
1.74K
+ 36.32%
$73.75 - $81.83 $129K - $143K
6.54K $508K
LNG
Cheniere Energy, Inc.

Energy
595
+ 70.17%
$222.68 - $244.28 $132K - $145K
1.44K $339K
XYL
Xylem Inc.

Industrials
654
+ 35.5%
$129.67 - $147.5 $84.8K - $96.5K
2.5K $368K
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 1.12%
$215.01 - $273.02 $9.68K - $12.3K
4.06K $1.02M
VERA
Vera Therapeutics, Inc.

Healthcare
2.49K
+ 23.95%
$19.25 - $28.96 $48K - $72.2K
12.9K $373K
DOCS
Doximity, Inc.

Healthcare
630
+ 9.08%
$57.33 - $75.12 $36.1K - $47.3K
7.57K $553K
DELL
Dell Technologies Inc.

Technology
207
+ 4.17%
$120.96 - $141.77 $25K - $29.3K
5.17K $733K
GL
Globe Life Inc.

Financial Services
492
+ 17.38%
$117.6 - $146.55 $57.9K - $72.1K
3.32K $475K
STT
State Street Corp

Financial Services
780
+ 22.35%
$102.01 - $117.25 $79.6K - $91.5K
4.27K $495K
WPC
W. P. Carey Inc.

Real Estate
888
+ 7.32%
$61.29 - $68.7 $54.4K - $61K
13K $879K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.52K
+ 14.07%
$53.81 - $57.52 $81.7K - $87.4K
12.3K $708K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.51K
+ 5.7%
$24.69 - $25.26 $111K - $114K
83.7K $2.1M
BSX
Boston Scientific Corp

Healthcare
2.63K
+ 18.85%
$97.03 - $108.14 $255K - $284K
16.6K $1.62M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.26K
+ 52.56%
$90.83 - $93.81 $115K - $118K
3.66K $341K
EXAS
Exact Sciences Corp

Healthcare
1.88K
+ 19.12%
$40.91 - $56.0 $77K - $105K
11.7K $641K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
4.09K
+ 48.16%
$28.38 - $29.05 $116K - $119K
12.6K $363K
ASPN
Aspen Aerogels Inc

Industrials
11.5K
+ 30.25%
$6.0 - $8.26 $68.7K - $94.6K
49.3K $343K
MGA
Magna International Inc

Consumer Cyclical
657
+ 6.64%
$40.03 - $47.38 $26.3K - $31.1K
10.6K $500K
ROST
Ross Stores, Inc.

Consumer Cyclical
432
+ 21.21%
$127.59 - $152.81 $55.1K - $66K
2.47K $376K
LEN
Lennar Corp

Consumer Cyclical
384
+ 8.8%
$107.73 - $142.4 $41.4K - $54.7K
4.75K $598K
SF
Stifel Financial Corp

Financial Services
719
+ 20.53%
$105.26 - $116.4 $75.7K - $83.7K
4.22K $479K
ED
Consolidated Edison Inc

Utilities
1.12K
+ 17.54%
$95.57 - $105.36 $107K - $118K
7.53K $757K
MGK
Vanguard Mega Cap Growth ETF

ETFs
176
+ 15.04%
$362.31 - $405.74 $63.8K - $71.4K
1.35K $541K
AOR
Ishares Tr Core Growth Allocat

ETFs
690
+ 2.84%
$60.99 - $64.39 $42.1K - $44.4K
25K $1.61M
UNM
Unum Group

Financial Services
1.55K
+ 51.82%
$68.55 - $82.12 $106K - $127K
4.54K $352K
SNPS
Synopsys Inc

Technology
306
+ 14.35%
$387.78 - $645.35 $119K - $197K
2.44K $1.2M
GPS
Gap Inc

Consumer Cyclical
5.38K
+ 51.33%
N/A
15.9K $320K
INGR
Ingredion Inc

Consumer Defensive
1.06K
+ 69.11%
$121.01 - $138.21 $128K - $146K
2.59K $316K
OMC
Omnicom Group Inc.

Communication Services
847
+ 21.89%
$70.41 - $81.53 $59.6K - $69.1K
4.72K $384K
NOW
Service Now, Inc.

Technology
803
+ 13.66%
$850.86 - $1044.69 $683K - $839K
6.68K $6.15M
COP
Conocophillips

Energy
763
+ 11.16%
$91.0 - $98.99 $69.4K - $75.5K
7.6K $718K
IGF
Ishares Global Infrastructure

ETFs
425
+ 1.05%
$58.29 - $61.43 $24.8K - $26.1K
40.8K $2.5M
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
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