Perigon Wealth Management, LLC Reduced Holdings in Q2 2025

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
-646
- 13.41%
$137.01 - $159.78 $88.5K - $103K
4.17K $606K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-11.6K
- 32.1%
$16.69 - $23.43 $194K - $273K
24.6K $529K
VHT
Vanguard Health Care ETF

ETFs
-167
- 2.99%
$236.71 - $261.92 $39.5K - $43.7K
5.41K $1.34M
APO
Apollo Global Management, Inc.

Financial Services
-1.12K
- 20.28%
$108.68 - $145.07 $122K - $162K
4.4K $623K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-5.21K
- 17.55%
$19.55 - $21.78 $102K - $114K
24.5K $508K
TMUS
T Mobile Us, Inc.

Communication Services
-62
- 1.59%
$220.99 - $268.54 $13.7K - $16.6K
3.83K $912K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.25K
- 13.87%
$100.04 - $100.54 $125K - $125K
7.74K $778K
SHW
Sherwin Williams CO

Basic Materials
-230
- 2.98%
$313.51 - $363.51 $72.1K - $83.6K
7.48K $2.57M
ABR
Arbor Realty Trust Inc

Real Estate
-8.38K
- 27.29%
$8.92 - $11.89 $74.7K - $99.6K
22.3K $238K
UBS
Ubs Group Ag

Financial Services
-4.68K
- 37.4%
$26.12 - $33.82 $122K - $158K
7.83K $264K
FISV
Fiserv Inc

Technology
-900
- 25.81%
N/A
2.59K $323K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.48K
- 29.12%
$82.17 - $99.96 $122K - $148K
3.6K $353K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-4.28K
- 8.74%
$24.96 - $25.5 $107K - $109K
44.8K $1.14M
DD
Du Pont De Nemours, Inc.

Basic Materials
-575
- 4.96%
$55.13 - $75.25 $31.7K - $43.3K
11K $755K
HYLS
First Tr Tactical High Yield L

ETFs
-2.96K
- 11.32%
$39.8 - $41.84 $118K - $124K
23.2K $968K
GDDY
Go Daddy Inc.

Technology
-576
- 30.44%
$162.11 - $192.36 $93.4K - $111K
1.32K $236K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-2.14K
- 29.14%
$70.56 - $92.75 $151K - $198K
5.19K $466K
AON
Aon PLC

Financial Services
-65
- 3.52%
$335.85 - $398.81 $21.8K - $25.9K
1.78K $636K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.76K
- 0.6%
$22.54 - $23.17 $84.7K - $87.1K
626K $14.4M
GPN
Global Payments Inc

Industrials
-239
- 6.08%
$67.47 - $99.6 $16.1K - $23.8K
3.69K $295K
GRMN
Garmin LTD

Technology
-331
- 14.25%
$173.63 - $218.07 $57.5K - $72.2K
1.99K $415K
IQV
Iqvia Holdings Inc.

Healthcare
-212
- 7.26%
$137.0 - $174.37 $29K - $37K
2.71K $426K
BOH
Bank Of Hawaii Corp

Financial Services
-908
- 5.51%
$60.02 - $70.83 $54.5K - $64.3K
15.6K $1.05M
FICO
Fair Isaac Corp

Technology
-44
- 26.83%
$1503.62 - $2206.01 $66.2K - $97.1K
120 $219K
BNL
Broadstone Net Lease, Inc.

Real Estate
-235
- 0.3%
$14.72 - $17.13 $3.46K - $4.03K
78.6K $1.26M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-456
- 0.37%
$12.21 - $13.9 $5.57K - $6.34K
124K $1.61M
HPQ
Hp Inc

Technology
-1.82K
- 16.98%
$21.88 - $29.32 $39.8K - $53.3K
8.89K $217K
HYG
Ishares Tr

ETFs
-1.18K
- 11.94%
$75.75 - $80.65 $89.2K - $94.9K
8.68K $699K
EOG
Eog Resources Inc

Energy
-416
- 12.89%
$104.61 - $129.97 $43.5K - $54.1K
2.81K $336K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.31K
- 29.41%
$65.84 - $80.81 $86.4K - $106K
3.15K $252K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-813
- 14.01%
$91.43 - $91.74 $74.3K - $74.6K
4.99K $457K
ADBE
Adobe Inc.

Technology
-291
- 2.6%
$340.0 - $420.68 $98.9K - $122K
10.9K $4.21M
DVY
Ishares Tr

ETFs
-437
- 3.8%
$118.37 - $134.86 $51.7K - $58.9K
11.1K $1.47M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.14K
- 0.81%
$18.94 - $21.67 $21.7K - $24.8K
140K $2.97M
SYY
Sysco Corp

Consumer Defensive
-1.03K
- 16.0%
$68.0 - $75.91 $69.7K - $77.8K
5.38K $407K
ETR
Entergy Corp

Utilities
-752
- 16.38%
$79.01 - $86.61 $59.4K - $65.1K
3.84K $319K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.08K
- 6.49%
$71.28 - $83.74 $219K - $258K
44.3K $3.71M
PCAR
Paccar Inc

Industrials
-577
- 8.64%
$86.4 - $99.09 $49.9K - $57.2K
6.1K $580K
OMC
Omnicom Group Inc.

Communication Services
-316
- 7.55%
$69.22 - $79.77 $21.9K - $25.2K
3.87K $278K
WPC
W. P. Carey Inc.

Real Estate
-929
- 7.11%
$56.12 - $64.53 $52.1K - $59.9K
12.1K $756K
VFC
V F Corp

Consumer Cyclical
-184
- 1.07%
$9.74 - $16.39 $1.79K - $3.02K
17K $199K
CMI
Cummins Inc

Industrials
-485
- 7.36%
$267.12 - $336.65 $130K - $163K
6.1K $2M
ADSK
Autodesk, Inc.

Technology
-265
- 8.84%
N/A
2.73K $671K
GM
General Motors CO

Consumer Cyclical
-2.18K
- 11.32%
$42.48 - $50.46 $92.4K - $110K
17.1K $839K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.18K
- 7.44%
$58.63 - $59.9 $69.3K - $70.8K
14.7K $879K
SNY
Sanofi

Healthcare
-344
- 5.2%
$47.62 - $55.44 $16.4K - $19.1K
6.27K $303K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-201
- 2.75%
$41.37 - $53.28 $8.32K - $10.7K
7.12K $318K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-4.64K
- 23.31%
$33.86 - $45.77 $157K - $212K
15.3K $698K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-1.23K
- 5.25%
$50.29 - $50.56 $62K - $62.3K
22.3K $1.13M
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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