Perigon Wealth Management, LLC Reduced Holdings in Q3 2025

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Canadian Pacific Kansas City
-47
- 1.66%
N/A
2.78K $0
Cava Group Inc
-1.12K
- 23.97%
N/A
3.55K $0
FTGS
First Tr Exchange Traded Fd Gr
-500
- 6.24%
N/A
7.51K $0
First Tr Exchange Traded Fd
-330
- 1.2%
N/A
27.2K $0
FSCO
Fs Cr Opportunities Corp Com
-2.63K
- 8.65%
N/A
27.7K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
-848
- 2.92%
$30.67 - $32.13 $26K - $27.2K
28.2K $892K
First Tr Exchange Traded Fd
-978
- 1.54%
N/A
62.6K $0
LGOV
First Tr ETF Iv Long Duration

ETFs
-212
- 1.67%
$20.98 - $22.03 $4.45K - $4.67K
12.5K $272K
Liberty Global LTD
-6.08K
- 23.92%
N/A
19.3K $0
American Healthcare Reit Inc
-54
- 0.25%
N/A
21.4K $0
FSIG
First Tr ETF Iv LTD Duration I
-36
- 0.25%
$19.03 - $19.33 $685 - $696
14.6K $280K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-213
- 9.73%
$98.99 - $112.2 $21.1K - $23.9K
1.98K $218K
EVX
Vaneck ETF Tr Environmental Se

ETFs
-779
- 1.61%
$38.12 - $40.21 $29.7K - $31.3K
47.7K $1.86M
NXPI
Nxp Semiconductors N.V.

Technology
-33
- 3.21%
$205.16 - $239.07 $6.77K - $7.89K
995 $226K
SNA
Snap On Inc

Industrials
-97
- 9.58%
$313.01 - $346.53 $30.4K - $33.6K
916 $317K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-82
- 5.03%
$131.47 - $143.64 $10.8K - $11.8K
1.55K $218K
IFRA
Ishares Tr

ETFs
-297
- 5.72%
$49.77 - $52.82 $14.8K - $15.7K
4.9K $258K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-205
- 2.26%
$61.4 - $65.41 $12.6K - $13.4K
8.86K $569K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-702
- 2.62%
$11.15 - $11.87 $7.83K - $8.33K
26.1K $302K
GTO
Invesco Actively Managed ETF T

ETFs
-67
- 0.55%
$46.43 - $47.91 $3.11K - $3.21K
12.1K $575K
MPW
Medical Properties Trust Inc

Real Estate
-2.79K
- 11.15%
$3.98 - $5.13 $11.1K - $14.3K
22.3K $112K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-163
- 2.02%
$32.26 - $33.68 $5.26K - $5.49K
7.92K $266K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-242
- 4.92%
$49.41 - $54.08 $12K - $13.1K
4.68K $252K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-108
- 0.88%
$20.07 - $21.62 $2.17K - $2.33K
12.2K $258K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-478
- 3.1%
$11.64 - $15.79 $5.56K - $7.55K
14.9K $218K
NMR
Nomura Holdings Inc

Financial Services
-986
- 4.9%
$6.28 - $7.56 $6.19K - $7.45K
19.1K $139K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-190
- 0.52%
$46.86 - $48.27 $8.9K - $9.17K
36.4K $1.75M
IVT
Inven Trust Properties Corp.

Real Estate
-183
- 1.58%
$26.7 - $30.06 $4.89K - $5.5K
11.4K $326K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-826
- 1.2%
$92.18 - $95.14 $76.1K - $78.6K
68.3K $6.5M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-16
- 0.1%
$13.32 - $14.12 $213 - $226
16.1K $226K
KRBN
Kraneshares Global Carbon Stra

Technology
-593
- 4.45%
$29.76 - $33.35 $17.6K - $19.8K
12.7K $412K
QDF
Flexshares Quality Dividend In

ETFs
-111
- 3.44%
$73.48 - $79.4 $8.16K - $8.81K
3.11K $247K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-215
- 1.61%
$70.77 - $73.59 $15.2K - $15.8K
13.2K $964K
IBB
Ishares Biotechnology ETF

ETFs
-239
- 9.05%
$127.63 - $144.37 $30.5K - $34.5K
2.4K $346K
L
Loews Corp

Financial Services
-92
- 3.43%
$89.82 - $100.39 $8.26K - $9.24K
2.59K $260K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-18
- 0.73%
$90.62 - $107.71 $1.63K - $1.94K
2.43K $239K
CVNA
Carvana Co.

Consumer Cyclical
-23
- 3.55%
$326.09 - $392.66 $7.5K - $9.03K
625 $235K
GPC
Genuine Parts CO

Consumer Cyclical
-364
- 9.26%
$122.23 - $142.77 $44.5K - $52K
3.57K $494K
ROCK
Gibraltar Industries, Inc.

Industrials
-1
- 0.02%
$58.09 - $66.74 $58.1 - $66.7
4.63K $290K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-380
- 5.69%
$75.87 - $83.26 $28.8K - $31.6K
6.3K $524K
ITW
Illinois Tool Works Inc

Industrials
-389
- 4.32%
$252.31 - $269.41 $98.1K - $105K
8.62K $2.25M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-74
- 0.32%
$25.84 - $27.2 $1.91K - $2.01K
22.7K $609K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-532
- 2.04%
$47.56 - $49.7 $25.3K - $26.4K
25.5K $1.26M
ACWI
Ishares Msci Acwi ETF

ETFs
-10
- 0.4%
$128.32 - $138.41 $1.28K - $1.38K
2.51K $347K
FNV
Franco Nevada Corp

Basic Materials
-235
- 18.42%
$154.4 - $222.91 $36.3K - $52.4K
1.04K $232K
SYY
Sysco Corp

Consumer Defensive
-126
- 2.34%
$76.33 - $82.51 $9.62K - $10.4K
5.25K $432K
ORA
Ormat Technologies, Inc.

Utilities
-213
- 5.65%
$84.64 - $96.25 $18K - $20.5K
3.56K $342K
ACMR
Acm Research, Inc.

Technology
-2.62K
- 26.12%
$23.92 - $39.13 $62.6K - $102K
7.4K $289K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-2.9K
- 12.81%
$14.73 - $19.31 $42.7K - $56K
19.7K $380K
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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