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
GENI
Genius Sports LTD

Communication Services
87
+ 0.54%
$8.67 - $11.05 $754 - $961
16.3K $169K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
100
+ 0.7%
$21.85 - $22.76 $2.19K - $2.28K
14.3K $325K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
94
+ 0.65%
$24.32 - $24.81 $2.29K - $2.33K
14.5K $358K
BGNE
Bei Gene, Ltd.

Healthcare
21
+ 0.88%
N/A
2.4K $544K
ESS
Essex Property Trust, Inc.

Real Estate
17
+ 0.06%
N/A
27.5K $7.49M
USTB
Victory Portfolios Ii Victorys

ETFs
26
+ 0.22%
$50.21 - $50.82 $1.31K - $1.32K
12.1K $612K
ICSH
Blackrock Ultra Short Term Bon

ETFs
19
+ 0.09%
$50.48 - $50.71 $959 - $963
20.8K $1.06M
EQIX
Equinix Inc

Real Estate
30
+ 2.75%
$740.07 - $914.43 $22.2K - $27.4K
1.12K $890K
TTE
Total Energies Se

Energy
37
+ 0.24%
N/A
15.5K $1.06M
SNA
Snap On Inc

Industrials
80
+ 8.57%
$292.36 - $342.2 $23.4K - $27.4K
1.01K $315K
FFIN
First Financial Bankshares Inc

Financial Services
25
+ 0.27%
$31.3 - $37.48 $783 - $937
9.19K $330K
Ge Vernova Inc
397
+ 9.55%
N/A
4.55K $0
Ishares Bitcoin Trust ETF
5.25K
+ 15.64%
N/A
38.8K $0
Goldman Sachs ETF Tr
20.4K
+ 87.89%
N/A
43.5K $0
Grayscale Ethereum Trust ETF
1.1K
+ 6.4%
N/A
18.3K $0
Amplify ETF Tr
5.26K
+ 38.41%
N/A
19K $0
Grail Inc
2.58K
+ 17.02%
N/A
17.7K $0
Annaly Capital Management In
1.3K
+ 2.82%
N/A
47.3K $0
Invesco Exchange Traded Fd T
91
+ 2.3%
N/A
4.04K $0
Natwest Group PLC
1.68K
+ 12.79%
N/A
14.8K $0
Lam Research Corp
723
+ 1.73%
N/A
42.6K $0
Cava Group Inc
887
+ 23.45%
N/A
4.67K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
14.7K
+ 8.92%
N/A
180K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.7K
+ 1.91%
N/A
90.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
926
+ 2.15%
N/A
43.9K $0
First Tr Exchange Traded Fd
8.91K
+ 16.31%
N/A
63.5K $0
Dimensional ETF Trust
4.66K
+ 28.02%
N/A
21.3K $0
Core Scientific Inc New
14.6K
+ 14.23%
N/A
118K $0
Kenvue Inc
194
+ 1.22%
N/A
16.1K $0
Jacobs Solutions Inc
239
+ 4.79%
N/A
5.23K $0
J P Morgan Exchange Traded F
1.39K
+ 2.11%
N/A
67.4K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
3.21K
+ 49.26%
N/A
9.74K $0
JGRO
J P Morgan Exchange Traded Fd
4.67K
+ 9.34%
N/A
54.7K $0
Fidelity Wise Origin Bitcoin
1.73K
+ 60.49%
N/A
4.59K $0
LEN
Lennar Corp

Consumer Cyclical
160
+ 3.81%
$102.76 - $115.66 $16.4K - $18.5K
4.36K $482K
Liberty Global LTD
1.56K
+ 6.54%
N/A
25.4K $0
Blackrock ETF Trust
203K
+ 973.55%
N/A
224K $0
Blackrock ETF Trust Ii
15.9K
+ 11.24%
N/A
158K $0
Ark 21 Shares Bitcoin ETF
11.4K
+ 246.89%
N/A
16K $0
Blackrock Inc
55
+ 2.12%
N/A
2.65K $0
Sei Exchange Traded Funds
206
+ 0.58%
N/A
35.6K $0
Lithium Amers Corp New
10K
+ 63.2%
N/A
25.8K $0
Blackrock ETF Trust Ii
3.84K
+ 12.24%
N/A
35.2K $0
AZN
Astrazeneca PLC

Healthcare
1K
+ 5.13%
$64.87 - $75.0 $64.9K - $75K
20.5K $1.43M
PGR
Progressive Corp

Financial Services
283
+ 6.03%
$255.27 - $288.74 $72.2K - $81.7K
4.98K $1.33M
FSK
Fs Kkr Capital Corp

Financial Services
23
+ 0.16%
$17.95 - $21.5 $413 - $495
14K $291K
CTRA
Coterra Energy Inc.

Energy
1.14K
+ 12.41%
$22.6 - $29.07 $25.8K - $33.2K
10.4K $262K
MSI
Motorola Solutions, Inc.

Technology
36
+ 3.13%
$394.72 - $440.39 $14.2K - $15.9K
1.19K $499K
PKG
Packaging Corp Of America

Consumer Cyclical
23
+ 1.82%
$175.97 - $201.36 $4.05K - $4.63K
1.29K $242K
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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