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
XLRE
Select Sector Spdr Tr Real Est

ETFs
747
+ 9.74%
$37.08 - $42.26 $27.7K - $31.6K
8.42K $348K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
4.23K
+ 27.47%
$4.93 - $5.9 $20.8K - $25K
19.6K $113K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
11
+ 0.26%
$47.63 - $60.01 $524 - $660
4.3K $255K
IEV
Ishares Tr Europe ETF

ETFs
76
+ 1.9%
$51.8 - $64.59 $3.94K - $4.91K
4.08K $258K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
110
+ 1.54%
$36.14 - $44.23 $3.98K - $4.87K
7.26K $321K
FHN
First Horizon Corp

Financial Services
94
+ 0.73%
$16.21 - $21.2 $1.52K - $1.99K
13K $275K
LOW
Lowes Companies Inc

Consumer Cyclical
303
+ 8.17%
$210.83 - $235.28 $63.9K - $71.3K
4.01K $890K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.45K
+ 10.07%
$10.78 - $11.28 $26.5K - $27.7K
26.8K $298K
WEC
Wec Energy Group, Inc.

Utilities
369
+ 11.73%
$102.24 - $109.76 $37.7K - $40.5K
3.52K $366K
ITW
Illinois Tool Works Inc

Industrials
124
+ 1.4%
$218.41 - $252.43 $27.1K - $31.3K
9.01K $2.23M
DRI
Darden Restaurants Inc

Consumer Cyclical
46
+ 3.52%
$186.58 - $225.78 $8.58K - $10.4K
1.35K $294K
WBS
Webster Financial Corp

Financial Services
189
+ 4.54%
$41.76 - $54.91 $7.89K - $10.4K
4.35K $237K
IYR
Ishares Tr

ETFs
312
+ 8.97%
$84.48 - $96.25 $26.4K - $30K
3.79K $356K
ROP
Roper Technologies Inc

Industrials
86
+ 7.36%
$519.19 - $590.78 $44.7K - $50.8K
1.25K $710K
DCI
Donaldson CO Inc

Industrials
209
+ 6.72%
$59.18 - $71.02 $12.4K - $14.8K
3.32K $230K
IOT
Samsara Inc.

Technology
3
+ 0.02%
$33.46 - $47.74 $100 - $143
15.4K $613K
MDLZ
Mondelez International, Inc.

Consumer Defensive
393
+ 3.09%
$63.54 - $68.5 $25K - $26.9K
13.1K $885K
XEL
Xcel Energy Inc

Utilities
555
+ 9.05%
$65.65 - $72.39 $36.4K - $40.2K
6.69K $455K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
50
+ 0.49%
$29.52 - $35.31 $1.48K - $1.77K
10.4K $365K
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.01%
$23.85 - $28.69 $47.7 - $57.4
15.5K $443K
ODFL
Old Dominion Freight Line, Inc.

Industrials
161
+ 8.09%
$146.74 - $176.07 $23.6K - $28.3K
2.15K $348K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
85
+ 1.61%
$54.27 - $63.01 $4.61K - $5.36K
5.38K $336K
IWS
Ishares Russell Midcap Value E

ETFs
8
+ 0.29%
$110.58 - $132.14 $885 - $1.06K
2.76K $365K
FIS
Fidelity National Information Services, Inc.

Technology
4
+ 0.15%
$68.14 - $82.13 $273 - $329
2.7K $219K
GTO
Invesco Actively Managed ETF T

ETFs
411
+ 3.49%
$45.73 - $47.2 $18.8K - $19.4K
12.2K $570K
WBD
Warner Bros. Discovery, Inc.

Communication Services
389
+ 2.21%
$7.69 - $11.46 $2.99K - $4.46K
18K $205K
FDS
Factset Research Systems Inc

Financial Services
49
+ 7.92%
$398.85 - $473.32 $19.5K - $23.2K
668 $298K
WDAY
Workday, Inc.

Technology
22
+ 1.21%
$210.47 - $274.71 $4.63K - $6.04K
1.85K $442K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15
+ 0.93%
$108.87 - $133.04 $1.63K - $2K
1.63K $216K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
252
+ 1.31%
$47.02 - $47.83 $11.8K - $12.1K
19.6K $935K
RIO
Rio Tinto PLC

Basic Materials
797
+ 4.67%
$52.32 - $62.75 $41.7K - $50K
17.9K $1.04M
SO
Southern CO

Utilities
190
+ 0.74%
$84.91 - $92.56 $16.1K - $17.6K
25.7K $2.36M
RSG
Republic Services, Inc.

Industrials
34
+ 2.79%
$227.2 - $258.07 $7.72K - $8.77K
1.25K $308K
UNM
Unum Group

Financial Services
198
+ 7.1%
$70.48 - $82.91 $14K - $16.4K
2.99K $241K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
687
+ 0.42%
$22.68 - $23.28 $15.6K - $16K
164K $3.79M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.65K
+ 6.76%
$44.37 - $50.04 $73.3K - $82.6K
26.1K $1.24M
DHI
Horton D R Inc

Consumer Cyclical
62
+ 1.94%
$115.1 - $129.63 $7.14K - $8.04K
3.26K $419K
CBOE
Cboe Global Markets, Inc.

Financial Services
17
+ 1.22%
$205.81 - $234.23 $3.5K - $3.98K
1.41K $327K
AIG
American International Group, Inc.

Financial Services
250
+ 4.02%
$77.56 - $87.72 $19.4K - $21.9K
6.47K $553K
SONY
Sony Group Corp

Technology
135
+ 0.94%
$21.24 - $26.88 $2.87K - $3.63K
14.5K $377K
ABC
Amerisourcebergen Corp

Healthcare
63
+ 2.79%
N/A
2.32K $429K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
315
+ 1.93%
$15.52 - $17.13 $4.89K - $5.4K
16.6K $284K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
568
+ 30.15%
$90.21 - $112.66 $51.2K - $64K
2.45K $223K
TFSL
Tfs Financial Corp

Financial Services
274
+ 2.35%
$11.62 - $13.54 $3.18K - $3.71K
11.9K $154K
ASPN
Aspen Aerogels Inc

Industrials
4.27K
+ 12.71%
$4.31 - $6.63 $18.4K - $28.3K
37.9K $224K
IJS
Ishares S&P Smallcap 600 Value

ETFs
54
+ 2.53%
$83.54 - $100.04 $4.51K - $5.4K
2.19K $217K
GBDC
Golub Capital Bdc, Inc.

Financial Services
983
+ 9.01%
$13.03 - $15.28 $12.8K - $15K
11.9K $174K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.01K
+ 8.21%
$7.05 - $8.02 $7.12K - $8.1K
13.3K $106K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
123
+ 0.34%
$46.41 - $47.7 $5.71K - $5.87K
36.6K $1.74M
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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