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
CSX
Csx Corp

Industrials
892
+ 3.62%
$32.05 - $36.52 $28.6K - $32.6K
25.6K $907K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.45K
+ 1.8%
$55.61 - $57.37 $80.9K - $83.4K
82.1K $4.69M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
2.19K
+ 11.89%
$40.74 - $41.99 $89.3K - $92K
20.6K $862K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
3.76K
+ 6.7%
$20.75 - $21.42 $78K - $80.5K
59.9K $1.28M
ZBRA
Zebra Technologies Corp

Technology
351
+ 50.14%
$296.92 - $341.36 $104K - $120K
1.05K $312K
VALE
Vale S.A.

Basic Materials
1.8K
+ 2.7%
$9.53 - $10.95 $17.2K - $19.7K
68.4K $742K
HISF
First Tr Exc Traded Fd Iv High

ETFs
1.85K
+ 7.29%
$44.31 - $45.51 $81.8K - $84K
27.2K $1.23M
CGUS
Capital Group Core Equity ETF
1.79K
+ 19.1%
$36.89 - $39.72 $66K - $71.1K
11.2K $441K
VFC
V F Corp

Consumer Cyclical
3.42K
+ 20.16%
$11.66 - $15.56 $39.9K - $53.2K
20.4K $294K
VXF
Vanguard Extended Market ETF

ETFs
269
+ 11.62%
$193.58 - $213.07 $52.1K - $57.3K
2.58K $540K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.38K
+ 10.17%
$41.91 - $44.87 $58K - $62.1K
15K $669K
USB
Us Bancorp \De\

Financial Services
585
+ 2.73%
$43.94 - $50.41 $25.7K - $29.5K
22K $1.06M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.7K
+ 1.03%
$22.9 - $23.58 $38.8K - $40K
165K $3.88M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
160
+ 7.01%
$201.83 - $230.93 $32.3K - $36.9K
2.44K $543K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
2.33K
+ 24.58%
$26.52 - $31.32 $61.7K - $72.9K
11.8K $365K
VTC
Vanguard Scottsdale Fds Total

ETFs
697
+ 1.97%
$76.18 - $78.81 $53.1K - $54.9K
36.1K $2.83M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
520
+ 2.46%
$116.29 - $120.92 $60.5K - $62.9K
21.7K $2.6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.91K
+ 3.83%
$42.75 - $43.37 $81.8K - $83K
51.9K $2.25M
IWS
Ishares Russell Midcap Value E

ETFs
505
+ 18.28%
$132.83 - $140.61 $67.1K - $71K
3.27K $456K
UNP
Union Pacific Corp

Industrials
157
+ 1.85%
$214.91 - $237.16 $33.7K - $37.2K
8.62K $2.04M
PHYS
Sprott Physical Gold Trust

Financial Services
460
+ 2.6%
$25.02 - $29.62 $11.5K - $13.6K
18.2K $538K
WULF
Terawulf Inc.

Financial Services
1.25K
+ 12.43%
$4.63 - $11.7 $5.79K - $14.6K
11.3K $132K
DTE
Dte Energy CO

Utilities
363
+ 9.22%
$130.26 - $141.49 $47.3K - $51.4K
4.3K $607K
JCI
Johnson Controls International PLC

Industrials
19
+ 0.1%
$103.24 - $111.73 $1.96K - $2.12K
19.2K $2.11M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
885
+ 2.1%
$70.85 - $76.96 $62.7K - $68.1K
43.1K $3.28M
SAN
Banco Santander, S.A.

Financial Services
5.57K
+ 48.58%
$8.27 - $10.48 $46.1K - $58.4K
17K $178K
ALL
Allstate Corp

Financial Services
184
+ 5.94%
$192.0 - $214.65 $35.3K - $39.5K
3.28K $704K
ROK
Rockwell Automation, Inc

Industrials
93
+ 3.34%
$328.67 - $358.52 $30.6K - $33.3K
2.88K $1.01M
PLD
Prologis, Inc.

Real Estate
257
+ 4.66%
$104.08 - $115.35 $26.7K - $29.6K
5.77K $660K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.41K
+ 17.35%
$50.73 - $52.47 $71.4K - $73.9K
9.52K $497K
FIS
Fidelity National Information Services, Inc.

Technology
1.85K
+ 68.67%
$63.37 - $82.35 $117K - $153K
4.55K $299K
HWM
Howmet Aerospace Inc.

Industrials
215
+ 5.76%
$171.0 - $196.23 $36.8K - $42.2K
3.95K $775K
THO
Thor Industries Inc

Consumer Cyclical
71
+ 1.47%
$88.76 - $112.33 $6.3K - $7.98K
4.89K $506K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.4K
+ 0.98%
$50.47 - $50.74 $70.8K - $71.1K
145K $7.33M
TFC
Truist Financial Corp

Financial Services
1.08K
+ 10.47%
$42.83 - $47.07 $46.3K - $50.8K
11.4K $520K
XLC
Select Sector Spdr Tr Communic

ETFs
52
+ 0.74%
$105.99 - $119.41 $5.51K - $6.21K
7.07K $836K
DAL
Delta Air Lines, Inc.

Industrials
214
+ 2.58%
$49.0 - $61.97 $10.5K - $13.3K
8.51K $482K
SPFF
Global X Superincome Preferred

ETFs
4.48K
+ 3.95%
$8.98 - $9.52 $40.2K - $42.7K
118K $1.09M
WABC
Westamerica Bancorporation

Financial Services
1.08K
+ 11.01%
$47.32 - $51.89 $51.3K - $56.2K
10.9K $546K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.76K
+ 25.74%
$13.29 - $16.05 $36.7K - $44.4K
13.5K $215K
VOD
Vodafone Group Public LTD CO

Communication Services
2.49K
+ 6.08%
$10.67 - $12.06 $26.5K - $30K
43.4K $503K
EBAY
Ebay Inc

Consumer Cyclical
34
+ 0.86%
$75.33 - $100.77 $2.56K - $3.43K
4K $363K
BRX
Brixmor Property Group Inc.

Real Estate
2.95K
+ 7.63%
N/A
41.7K $946K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
39
+ 6.83%
$473.44 - $553.71 $18.5K - $21.6K
610 $333K
MAS
Masco Corp

Industrials
639
+ 18.38%
$64.44 - $76.07 $41.2K - $48.6K
4.12K $289K
WEC
Wec Energy Group, Inc.

Utilities
252
+ 7.17%
$103.66 - $114.59 $26.1K - $28.9K
3.77K $431K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
520
+ 7.28%
$98.52 - $103.93 $51.2K - $54K
7.66K $789K
FNDA
Schwab Fundamental U S Small C

ETFs
823
+ 5.32%
$28.75 - $31.93 $23.7K - $26.3K
16.3K $507K
EXC
Exelon Corp

Utilities
842
+ 5.32%
$42.73 - $45.54 $36K - $38.3K
16.7K $750K
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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