Perigon Wealth Management, LLC New Holdings in Q1 2025

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
241K
New
$34.58 - $38.65 $8.34M - $9.32M
241K $8.48M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
47.6K
New
$51.3 - $56.76 $2.44M - $2.7M
47.6K $2.52M
JLL
Jones Lang Lasalle Inc

Real Estate
9.14K
New
$238.0 - $284.76 $2.18M - $2.6M
9.14K $2.27M
IGF
Ishares Global Infrastructure

ETFs
40K
New
$51.96 - $54.84 $2.08M - $2.19M
40K $2.19M
SCHR
Schwab Intermediate Term Us Tr

ETFs
68.6K
New
$24.05 - $24.86 $1.65M - $1.7M
68.6K $1.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
20.6K
New
$77.33 - $90.16 $1.59M - $1.86M
20.6K $1.62M
KIE
Spdr S&P Insurance ETF

ETFs
26.5K
New
$54.24 - $60.81 $1.44M - $1.61M
26.5K $1.6M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
28.9K
New
$47.66 - $57.45 $1.38M - $1.66M
28.9K $1.57M
KRE
Spdr S&P Regional Banking ETF

ETFs
18.6K
New
$55.11 - $65.5 $1.02M - $1.22M
18.6K $1.05M
JBBB
Janus Detroit Str Tr Henderson

ETFs
17.1K
New
$48.34 - $49.66 $824K - $847K
17.1K $829K
VALE
Vale S.A.

Basic Materials
61.1K
New
$8.5 - $10.19 $519K - $623K
61.1K $609K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
5.95K
New
$95.35 - $107.82 $567K - $641K
5.95K $569K
SPTS
Spdr Portfolio Short Term Trea

ETFs
19K
New
$28.92 - $29.24 $548K - $554K
19K $554K
BGNE
Bei Gene, Ltd.

Healthcare
2.38K
New
$175.1 - $226.71 $417K - $539K
2.38K $539K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6.78K
New
$63.07 - $73.5 $428K - $498K
6.78K $476K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
9.56K
New
$44.41 - $45.43 $424K - $434K
9.56K $426K
AIQ
Global X Funds Global X Artifi

ETFs
11.2K
New
$36.38 - $42.77 $408K - $480K
11.2K $408K
OSCR
Oscar Health, Inc.

Healthcare
27.3K
New
$12.83 - $17.3 $350K - $472K
27.3K $357K
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.62K
New
$36.91 - $41.03 $318K - $354K
8.62K $342K
URA
Global X Uranium ETF

ETFs
13.6K
New
$22.92 - $30.98 $311K - $421K
13.6K $311K
ILCV
Ishares Morningstar Value ETF

ETFs
3.78K
New
$79.37 - $85.24 $300K - $322K
3.78K $307K
EQNR
Equinor Asa

Energy
11.2K
New
$22.37 - $26.45 $250K - $295K
11.2K $295K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.18K
New
$80.53 - $147.57 $175K - $322K
2.18K $288K
MAN
Manpower Group Inc.

Industrials
4.37K
New
$53.77 - $62.66 $235K - $274K
4.37K $252K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.93K
New
$38.89 - $41.6 $231K - $247K
5.93K $240K
CNC
Centene Corp

Healthcare
3.97K
New
$55.93 - $65.89 $222K - $261K
3.97K $240K
ISCV
Ishares Morningstar Small Cap

ETFs
4.05K
New
$58.11 - $66.0 $235K - $267K
4.05K $240K
HOOD
Robinhood Markets, Inc.

Technology
5.6K
New
$35.63 - $65.28 $199K - $366K
5.6K $233K
UNM
Unum Group

Financial Services
2.79K
New
$71.8 - $83.34 $200K - $232K
2.79K $227K
MCHP
Microchip Technology Inc

Technology
4.68K
New
$48.41 - $64.3 $226K - $301K
4.68K $226K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.48K
New
$132.75 - $177.12 $196K - $262K
1.48K $225K
MKC
Mccormick & CO Inc

Consumer Defensive
2.74K
New
$71.24 - $84.73 $195K - $232K
2.74K $225K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
8.86K
New
$24.88 - $26.85 $220K - $238K
8.86K $223K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.96K
New
$61.92 - $76.95 $183K - $228K
2.96K $222K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.27K
New
$45.62 - $51.12 $195K - $218K
4.27K $217K
KB
Kb Financial Group Inc.

Financial Services
3.95K
New
$53.14 - $62.87 $210K - $248K
3.95K $213K
NFG
National Fuel Gas CO

Energy
2.69K
New
$60.71 - $79.19 $163K - $213K
2.69K $213K
OUNZ
Van Eck Merk Gold Trust

ETFs
7.03K
New
$25.41 - $30.14 $179K - $212K
7.03K $211K
LRN
Stride, Inc.

Consumer Defensive
1.65K
New
$106.34 - $142.28 $175K - $234K
1.65K $208K
PMAR
Innovator U.S. Equity Power Bu

ETFs
5.2K
New
$39.51 - $41.0 $206K - $213K
5.2K $207K
IHF
Ishares Tr

ETFs
3.91K
New
$47.84 - $53.21 $187K - $208K
3.91K $206K
QAI
Iq Hedge Multi Strategy Compos

ETFs
6.53K
New
$31.16 - $32.27 $203K - $211K
6.53K $204K
UGI
Ugi Corp

Utilities
6.14K
New
$28.0 - $34.16 $172K - $210K
6.14K $203K
FNV
Franco Nevada Corp

Basic Materials
1.29K
New
$120.72 - $157.56 $156K - $203K
1.29K $203K
TPL
Texas Pacific Land Corp

Energy
153
New
$1180.08 - $1431.01 $181K - $219K
153 $202K
DGX
Quest Diagnostics Inc

Healthcare
1.3K
New
N/A
1.3K $178K
MPW
Medical Properties Trust Inc

Real Estate
26.9K
New
$3.83 - $6.21 $103K - $167K
26.9K $161K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10.8K
New
$5.91 - $6.78 $64.1K - $73.5K
10.8K $64K
GRAB
Grab Holdings LTD

Technology
10.5K
New
$4.12 - $5.34 $43.3K - $56.1K
10.5K $47K
Activity Summary
Buys All Purchases 512 New Holdings 65 Increased Positions 447 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 7 Puts 0
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