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
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.63K
+ 7.08%
$2.4 - $5.57 $3.9K - $9.06K
24.6K $117K
HSBC
Hsbc Holdings PLC

Financial Services
260
+ 6.16%
$60.27 - $70.98 $15.7K - $18.5K
4.48K $318K
MAR
Marriott International Inc

Consumer Cyclical
360
+ 14.5%
$255.35 - $282.87 $91.9K - $102K
2.84K $740K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.18K
+ 8.9%
$50.82 - $51.09 $59.7K - $60K
14.4K $734K
PKG
Packaging Corp Of America

Consumer Cyclical
103
+ 8.01%
$191.41 - $220.25 $19.7K - $22.7K
1.39K $302K
CGGR
Capital Group Growth ETF Shs C

ETFs
861
+ 12.48%
$40.2 - $44.58 $34.6K - $38.4K
7.76K $340K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
237
+ 3.37%
$67.91 - $74.71 $16.1K - $17.7K
7.27K $535K
FFIV
F5, Inc.

Technology
100
+ 11.01%
$290.76 - $334.59 $29.1K - $33.5K
1.01K $325K
VTRS
Viatris Inc

Healthcare
4.62K
+ 37.5%
$8.74 - $10.69 $40.3K - $49.3K
16.9K $167K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
573
+ 0.46%
$12.9 - $13.59 $7.39K - $7.79K
124K $1.67M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
387
+ 16.62%
$185.65 - $214.38 $71.8K - $83K
2.72K $544K
NRZ
New Residential Investment Corp.

Real Estate
7.72K
+ 71.53%
N/A
18.5K $134K
OMFL
Invesco Exchange Traded Self I

ETFs
606
+ 7.6%
$57.41 - $60.45 $34.8K - $36.6K
8.58K $516K
ETR
Entergy Corp

Utilities
182
+ 4.74%
$80.93 - $93.55 $14.7K - $17K
4.02K $374K
CBRE
Cbre Group, Inc.

Real Estate
47
+ 1.74%
$137.04 - $165.9 $6.44K - $7.8K
2.75K $432K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
628
+ 2.72%
$6.18 - $9.0 $3.88K - $5.65K
23.7K $213K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.05%
$351.04 - $379.81 $351 - $380
1.89K $716K
DDOG
Datadog, Inc.

Technology
255
+ 12.24%
$124.52 - $155.15 $31.8K - $39.6K
2.34K $332K
AFL
Aflac Inc

Financial Services
25
+ 0.32%
$98.09 - $111.7 $2.45K - $2.79K
7.89K $881K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$53.36 - $59.69 $53.4 - $59.7
12.1K $704K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
570
+ 7.85%
$44.14 - $47.9 $25.2K - $27.3K
7.83K $372K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
73
+ 0.42%
$43.65 - $46.42 $3.19K - $3.39K
17.4K $808K
NU
Nu Holdings Ltd.

Financial Services
273
+ 1.37%
$11.92 - $16.3 $3.25K - $4.45K
20.3K $324K
LPX
Louisiana Pacific Corp

Industrials
462
+ 14.82%
$83.39 - $102.75 $38.5K - $47.5K
3.58K $318K
BP
Bp PLC

Energy
370
+ 4.61%
$30.25 - $35.69 $11.2K - $13.2K
8.4K $289K
F
Ford Motor CO

Consumer Cyclical
851
+ 2.44%
$10.82 - $12.09 $9.21K - $10.3K
35.7K $426K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.45K
+ 20.38%
$42.56 - $49.08 $61.7K - $71.2K
8.57K $367K
MSI
Motorola Solutions, Inc.

Technology
11
+ 0.93%
$408.73 - $490.3 $4.5K - $5.39K
1.2K $548K
EWJ
Ishares Msci Japan ETF

ETFs
167
+ 2.43%
$71.69 - $81.49 $12K - $13.6K
7.05K $565K
MET
Metlife Inc

Financial Services
407
+ 5.09%
$73.82 - $82.37 $30K - $33.5K
8.4K $691K
SLB
Schlumberger Limited

Energy
999
+ 4.0%
$32.37 - $37.31 $32.3K - $37.3K
26K $892K
SONY
Sony Group Corp

Technology
288
+ 1.98%
$23.92 - $30.07 $6.89K - $8.66K
14.8K $426K
EOG
Eog Resources Inc

Energy
616
+ 21.91%
$112.12 - $126.1 $69.1K - $77.7K
3.43K $384K
NTRS
Northern Trust Corp

Financial Services
265
+ 16.12%
$123.6 - $134.6 $32.8K - $35.7K
1.91K $256K
NIO
Nio Inc.

Consumer Cyclical
270
+ 2.46%
$3.41 - $7.62 $921 - $2.06K
11.2K $85K
EMB
Ishares Tr

ETFs
430
+ 14.64%
$91.52 - $95.59 $39.4K - $41.1K
3.37K $320K
NN
Nextnav Inc.

Communication Services
5.34K
+ 14.04%
$13.75 - $17.94 $73.4K - $95.7K
43.3K $625K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
802
+ 5.37%
$43.36 - $44.8 $34.8K - $35.9K
15.7K $698K
MAIN
Main Street Capital Corp

Financial Services
72
+ 0.84%
$59.28 - $67.54 $4.27K - $4.86K
8.68K $552K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
740
+ 12.77%
$41.5 - $43.83 $30.7K - $32.4K
6.54K $286K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.45K
+ 3.84%
$24.87 - $25.69 $36.1K - $37.3K
39.2K $1M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
739
+ 3.78%
$47.76 - $48.46 $35.3K - $35.8K
20.3K $978K
ADM
Archer Daniels Midland CO

Consumer Defensive
218
+ 4.98%
$53.54 - $64.21 $11.7K - $14K
4.6K $274K
IYR
Ishares Tr

ETFs
329
+ 8.68%
$94.16 - $98.46 $31K - $32.4K
4.12K $399K
TFLO
Ishares Treasury Floating Rate

ETFs
988
+ 0.71%
$50.45 - $50.65 $49.8K - $50K
141K $7.13M
HPQ
Hp Inc

Technology
656
+ 7.38%
$24.45 - $29.35 $16K - $19.3K
9.54K $259K
TEX
Terex Corp

Industrials
17
+ 0.19%
$48.36 - $53.52 $822 - $910
9.02K $462K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
467
+ 4.76%
$39.8 - $42.86 $18.6K - $20K
10.3K $439K
HYG
Ishares Tr

ETFs
450
+ 5.19%
$79.85 - $81.32 $35.9K - $36.6K
9.13K $741K
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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