Perigon Wealth Management, LLC New Holdings in Q2 2025

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IPAC
Ishares Tr Ishares Core Msci P

ETFs
28.2K
New
$55.73 - $68.72 $1.57M - $1.94M
28.2K $1.93M
BLND
Blend Labs, Inc.

Technology
519K
New
$3.04 - $3.74 $1.58M - $1.94M
519K $1.71M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
42.6K
New
$23.03 - $23.59 $980K - $1M
42.6K $1M
SLV
I Shares Silver Trust

ETFs
30.4K
New
$27.08 - $33.74 $822K - $1.02M
30.4K $996K
SYM
Symbotic Inc.

Financial Services
25.4K
New
$17.5 - $38.85 $445K - $988K
25.4K $988K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
19K
New
$50.34 - $51.86 $956K - $985K
19K $975K
VRIG
Invesco Actively Managed ETF F

ETFs
38.7K
New
$24.89 - $25.14 $963K - $973K
38.7K $969K
KXI
Ishares Tr Global Consumer Sta

ETFs
14.4K
New
$60.73 - $67.45 $872K - $969K
14.4K $938K
EWP
Ishares Inc Msci Spain ETF

ETFs
18.9K
New
$34.15 - $44.03 $646K - $833K
18.9K $833K
EWG
Ishares Msci Germany ETF

ETFs
19.6K
New
$33.22 - $42.57 $650K - $832K
19.6K $827K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.85K
New
$79.41 - $86.53 $623K - $679K
7.85K $679K
ITM
Vaneck Intermediate Muni ETF

ETFs
14.3K
New
$44.27 - $45.82 $635K - $657K
14.3K $651K
DT
Dynatrace, Inc.

Technology
9.21K
New
$41.21 - $55.9 $380K - $515K
9.21K $508K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.7K
New
$24.48 - $24.9 $410K - $417K
16.7K $416K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
7.65K
New
$39.69 - $51.24 $304K - $392K
7.65K $391K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.66K
New
$32.0 - $39.87 $309K - $385K
9.66K $384K
LSTR
Landstar System Inc

Industrials
2.57K
New
$131.55 - $151.93 $338K - $390K
2.57K $356K
PSIX
Power Solutions International, Inc.

Industrials
4.98K
New
$18.7 - $68.01 $93.1K - $339K
4.98K $322K
TOST
Toast, Inc.

Technology
7.24K
New
$30.03 - $45.23 $217K - $328K
7.24K $320K
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.31K
New
$26.66 - $33.09 $248K - $308K
9.31K $307K
HYDB
Ishares Tr Edge High Yield Def

ETFs
6.46K
New
$44.64 - $47.48 $288K - $307K
6.46K $306K
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.5K
New
$23.57 - $24.6 $295K - $308K
12.5K $303K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6K
New
$29.19 - $50.24 $175K - $301K
6K $301K
SDGR
Schrodinger, Inc.

Healthcare
14.6K
New
$17.97 - $26.69 $263K - $391K
14.6K $294K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.87K
New
$54.33 - $63.56 $265K - $309K
4.87K $272K
WDC
Western Digital Corp

Technology
4.18K
New
$30.54 - $63.99 $128K - $267K
4.18K $267K
AWK
American Water Works Company, Inc.

Utilities
1.92K
New
$133.82 - $151.96 $257K - $292K
1.92K $267K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
571
New
$328.01 - $475.68 $187K - $272K
571 $267K
FFIV
F5, Inc.

Technology
908
New
$239.25 - $295.9 $217K - $269K
908 $267K
HERO
Global X Fds Video Games & Esp

ETFs
7.97K
New
$23.12 - $32.73 $184K - $261K
7.97K $260K
ACMR
Acm Research, Inc.

Technology
10K
New
$18.33 - $26.51 $184K - $266K
10K $259K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.49K
New
$100.44 - $129.37 $250K - $322K
2.49K $256K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
12.3K
New
$16.83 - $20.38 $207K - $251K
12.3K $251K
JBL
Jabil Inc

Technology
1.14K
New
$116.88 - $218.1 $133K - $248K
1.14K $248K
VERA
Vera Therapeutics, Inc.

Healthcare
10.4K
New
$18.86 - $32.0 $196K - $333K
10.4K $245K
SECT
Sector 10, Inc.

ETFs
4.22K
New
$45.25 - $58.07 $191K - $245K
4.22K $244K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.5K
New
$28.21 - $28.85 $240K - $245K
8.5K $244K
FEMB
First Tr ETF Emerging Markets

ETFs
8.43K
New
$26.01 - $28.88 $219K - $243K
8.43K $243K
DLR
Digital Realty Trust, Inc.

Real Estate
1.37K
New
$136.11 - $177.69 $187K - $244K
1.37K $239K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.38K
New
$41.79 - $54.16 $183K - $237K
4.38K $231K
CGXU
Capital Group Intl Focus Equit

ETFs
8.52K
New
$21.44 - $27.35 $183K - $233K
8.52K $231K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.14K
New
$29.9 - $37.1 $184K - $228K
6.14K $227K
HYMU
Blackrock ETF Tr Ii High Yield
9.78K
New
N/A
9.78K $224K
NXPI
Nxp Semiconductors N.V.

Technology
1.03K
New
$153.5 - $218.72 $158K - $225K
1.03K $224K
MNA
Iq Merger Arbitrage ETF

ETFs
6.37K
New
$33.65 - $35.27 $214K - $225K
6.37K $224K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.4K
New
$89.87 - $92.93 $216K - $223K
2.4K $221K
RJF
Raymond James Financial Inc

Financial Services
1.45K
New
$123.65 - $153.88 $179K - $223K
1.45K $221K
PJT
Pjt Partners Inc.

Financial Services
1.33K
New
$125.44 - $166.41 $167K - $222K
1.33K $220K
CVNA
Carvana Co.

Consumer Cyclical
648
New
$162.57 - $345.64 $105K - $224K
648 $218K
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email