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
UAL
United Airlines Holdings, Inc.

Industrials
228
+ 6.49%
$56.15 - $84.23 $12.8K - $19.2K
3.74K $297K
NYT
New York Times CO

Communication Services
304
+ 5.3%
$45.37 - $57.12 $13.8K - $17.4K
6.04K $338K
AFL
Aflac Inc

Financial Services
886
+ 12.7%
$99.77 - $112.45 $88.4K - $99.6K
7.86K $829K
HISF
First Tr Exc Traded Fd Iv High

ETFs
973
+ 3.99%
$43.4 - $44.71 $42.2K - $43.5K
25.3K $1.13M
VXF
Vanguard Extended Market ETF

ETFs
42
+ 1.85%
$150.43 - $192.71 $6.32K - $8.09K
2.31K $445K
ACI
Albertsons Companies, Inc.

Consumer Defensive
2.9K
+ 11.3%
$19.94 - $22.91 $57.8K - $66.5K
28.6K $614K
CGGR
Capital Group Growth ETF Shs C

ETFs
126
+ 1.86%
$30.53 - $40.65 $3.85K - $5.12K
6.9K $280K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
803
+ 9.26%
$23.44 - $28.85 $18.8K - $23.2K
9.47K $273K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.53K
+ 19.02%
$16.93 - $17.81 $42.7K - $45K
15.8K $281K
RECS
Columbia ETF Tr I

ETFs
666
+ 10.64%
$29.4 - $36.79 $19.6K - $24.5K
6.93K $254K
SPIB
Spdr Portfolio Intermediate Te

ETFs
45
+ 0.03%
$32.62 - $33.58 $1.47K - $1.51K
133K $4.45M
IFRA
Ishares Tr

ETFs
555
+ 11.96%
$40.97 - $49.19 $22.7K - $27.3K
5.19K $255K
HIG
Hartford Financial Services Group, Inc.

Financial Services
289
+ 10.25%
$109.83 - $131.67 $31.7K - $38.1K
3.11K $394K
APD
Air Products & Chemicals, Inc.

Basic Materials
223
+ 15.78%
$248.61 - $294.96 $55.4K - $65.8K
1.64K $461K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
2.12K
+ 3.93%
$20.5 - $21.03 $43.4K - $44.6K
56.1K $1.18M
KEY
Keycorp

Financial Services
1.05K
+ 5.79%
$13.23 - $17.42 $13.9K - $18.2K
19.1K $333K
DFAS
Dimensional ETF Tr U S Small C

ETFs
155
+ 1.82%
$52.31 - $63.72 $8.11K - $9.88K
8.65K $551K
CB
Chubb LTD

Financial Services
505
+ 5.99%
$274.32 - $302.46 $139K - $153K
8.93K $2.59M
PSX
Phillips 66

Energy
471
+ 14.48%
$92.87 - $125.73 $43.7K - $59.2K
3.72K $444K
HDV
Ishares Core High Dividend ETF

ETFs
440
+ 22.67%
$108.41 - $120.51 $47.7K - $53K
2.38K $278K
URTH
Ishares Msci World ETF

ETFs
2
+ 0.08%
$136.3 - $169.38 $273 - $339
2.56K $433K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
280
+ 2.1%
$31.4 - $37.18 $8.79K - $10.4K
13.6K $506K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
713
+ 9.63%
$49.73 - $51.44 $35.5K - $36.7K
8.12K $417K
HTZ
Hertz Global Holdings, Inc

Industrials
901
+ 8.0%
$3.65 - $8.65 $3.29K - $7.79K
12.2K $83K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
325
+ 7.07%
$40.73 - $50.06 $13.2K - $16.3K
4.92K $246K
KMB
Kimberly Clark Corp

Consumer Defensive
840
+ 15.64%
$126.84 - $145.22 $107K - $122K
6.21K $800K
ALL
Allstate Corp

Financial Services
265
+ 9.35%
$180.53 - $212.64 $47.8K - $56.3K
3.1K $623K
VALE
Vale S.A.

Basic Materials
5.44K
+ 8.9%
$8.26 - $10.1 $45K - $55K
66.6K $646K
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.27K
+ 24.16%
$53.23 - $70.65 $334K - $443K
32.2K $1.86M
ILCB
Ishares Morningstar U.S. Equit

ETFs
7
+ 0.17%
$68.63 - $85.78 $480 - $600
4.15K $356K
VTC
Vanguard Scottsdale Fds Total

ETFs
229
+ 0.65%
$74.71 - $77.33 $17.1K - $17.7K
35.4K $2.74M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2K
+ 14.32%
$13.21 - $14.85 $26.4K - $29.7K
16K $237K
OMFL
Invesco Exchange Traded Self I

ETFs
3
+ 0.04%
$48.43 - $57.78 $145 - $173
7.97K $460K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
76
+ 1.14%
$95.74 - $115.54 $7.28K - $8.78K
6.74K $769K
CSGP
Costar Group, Inc.

Real Estate
339
+ 5.97%
$72.62 - $83.22 $24.6K - $28.2K
6.02K $484K
DOV
Dover Corp

Industrials
121
+ 8.08%
$151.14 - $186.7 $18.3K - $22.6K
1.62K $296K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
430
+ 3.26%
$36.25 - $42.28 $15.6K - $18.2K
13.6K $575K
PPG
Ppg Industries Inc

Basic Materials
207
+ 11.21%
$91.66 - $115.04 $19K - $23.8K
2.05K $233K
AJG
Arthur J. Gallagher & Co.

Financial Services
209
+ 14.76%
$310.86 - $348.77 $65K - $72.9K
1.63K $520K
XLB
Select Sector Spdr Fd Material

ETFs
284
+ 7.08%
$74.27 - $88.92 $21.1K - $25.3K
4.29K $376K
GNR
Spdr S&P Global Natural Resour

ETFs
215
+ 1.03%
$45.66 - $55.03 $9.82K - $11.8K
21.1K $1.14M
PEG
Public Service Enterprise Group Inc

Utilities
218
+ 2.92%
$77.13 - $84.18 $16.8K - $18.4K
7.68K $646K
EMB
Ishares Tr

ETFs
273
+ 10.25%
$86.54 - $92.62 $23.6K - $25.3K
2.94K $272K
PULS
Pgim ETF Tr

ETFs
546
+ 0.59%
$49.39 - $49.76 $27K - $27.2K
92.5K $4.6M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
2.13K
+ 5.06%
$19.43 - $20.13 $41.3K - $42.8K
44.2K $872K
IXUS
Ishares Tr

ETFs
22
+ 0.62%
$62.37 - $77.63 $1.37K - $1.71K
3.59K $277K
ET
Energy Transfer LP

Energy
2.51K
+ 6.9%
$15.65 - $18.93 $39.3K - $47.6K
38.9K $706K
ALC
Alcon Inc

Healthcare
546
+ 18.29%
$82.88 - $98.3 $45.3K - $53.7K
3.53K $311K
ISCV
Ishares Morningstar Small Cap

ETFs
304
+ 7.5%
$51.37 - $61.54 $15.6K - $18.7K
4.36K $267K
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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