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
BOTZ
Global X Fds

ETFs
-1.71K
- 18.41%
$24.51 - $32.65 $42K - $56K
7.6K $247K
KMI
Kinder Morgan, Inc.

Energy
-1.03K
- 7.0%
$25.21 - $29.4 $26K - $30.3K
13.7K $402K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-1.4K
- 8.45%
$10.51 - $11.34 $14.7K - $15.9K
15.2K $169K
O
Realty Income Corp

Real Estate
-192
- 1.34%
$52.27 - $58.52 $10K - $11.2K
14.1K $813K
EUSB
Ishares Tr Esg Advanced Total

Technology
-843
- 0.94%
$42.54 - $43.56 $35.9K - $36.7K
88.5K $3.85M
F
Ford Motor CO

Consumer Cyclical
-4.26K
- 10.89%
$8.69 - $10.85 $37K - $46.2K
34.8K $377K
SWKS
Skyworks Solutions, Inc.

Technology
-726
- 18.37%
$49.2 - $74.95 $35.7K - $54.4K
3.23K $240K
GPC
Genuine Parts CO

Consumer Cyclical
-192
- 4.65%
$105.54 - $129.09 $20.3K - $24.8K
3.93K $477K
XLI
Industrial Sector Spdr

ETFs
-1.76K
- 11.77%
$116.42 - $147.52 $205K - $260K
13.2K $1.95M
ES
Eversource Energy

Utilities
-323
- 6.91%
$54.25 - $65.89 $17.5K - $21.3K
4.35K $276K
HSBC
Hsbc Holdings PLC

Financial Services
-467
- 9.96%
$46.68 - $61.09 $21.8K - $28.5K
4.22K $256K
WIT
Wipro LTD

Technology
-3.88K
- 25.71%
$2.7 - $3.09 $10.5K - $12K
11.2K $33K
UL
Unilever PLC

Consumer Defensive
-438
- 4.61%
$57.9 - $65.43 $25.4K - $28.7K
9.07K $554K
DGX
Quest Diagnostics Inc

Healthcare
-84
- 6.44%
N/A
1.22K $167K
SPFF
Global X Superincome Preferred

ETFs
-1.23K
- 1.07%
$8.34 - $8.97 $10.2K - $11K
114K $1.02M
MET
Metlife Inc

Financial Services
-143
- 1.76%
$68.42 - $82.49 $9.78K - $11.8K
7.99K $642K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-906
- 9.68%
$37.51 - $45.52 $34K - $41.2K
8.46K $383K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-511
- 5.77%
$24.61 - $25.89 $12.6K - $13.2K
8.35K $214K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.14K
- 15.01%
$37.77 - $46.15 $42.9K - $52.5K
6.44K $297K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-170
- 0.66%
$18.11 - $18.97 $3.08K - $3.22K
25.5K $479K
SHV
Ishares Tr

ETFs
-69
- 0.55%
$110.06 - $110.46 $7.59K - $7.62K
12.6K $1.39M
NIO
Nio Inc.

Consumer Cyclical
-354
- 3.13%
$3.14 - $4.31 $1.11K - $1.53K
11K $37K
PHM
Pultegroup Inc

Consumer Cyclical
-126
- 4.63%
$92.02 - $106.54 $11.6K - $13.4K
2.6K $273K
INGR
Ingredion Inc

Consumer Defensive
-43
- 2.73%
$123.22 - $140.95 $5.3K - $6.06K
1.53K $207K
BGB
Blackstone Strategic Credit Fund

Financial Services
-319
- 1.36%
$10.85 - $12.12 $3.46K - $3.87K
23.2K $281K
ROCK
Gibraltar Industries, Inc.

Industrials
-56
- 1.2%
$50.2 - $63.09 $2.81K - $3.53K
4.63K $272K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-80
- 1.68%
$46.39 - $47.84 $3.71K - $3.83K
4.69K $224K
ABEV
Ambev S.A.

Consumer Defensive
-1.11K
- 9.46%
$2.15 - $2.55 $2.39K - $2.84K
10.6K $25K
NRZ
New Residential Investment Corp.

Real Estate
-358
- 3.21%
N/A
10.8K $78K
FSCO
Fs Cr Opportunities Corp Com
-5.73K
- 15.88%
N/A
30.4K $0
Dimensional ETF Trust
-22.1K
- 73.94%
N/A
7.81K $0
Ge Healthcare Technologies I
-924
- 10.42%
N/A
7.95K $0
FTGS
First Tr Exchange Traded Fd Gr
-3K
- 27.24%
N/A
8.01K $0
Manager Directed Portfolios
-8.67K
- 4.3%
N/A
193K $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-10
- 0.07%
$42.72 - $44.24 $427 - $442
14.9K $654K
First Tr Exchange Traded Fd
-12
- 0.04%
N/A
27.5K $0
Linde PLC
-294
- 4.62%
N/A
6.07K $0
Sei Exchange Traded Funds
-124
- 0.4%
N/A
31K $0
Bitwise Bitcoin ETF Tr
-16.6K
- 29.52%
N/A
39.6K $0
Canadian Pacific Kansas City
-400
- 12.41%
N/A
2.82K $0
GIGB
Goldman Sachs ETF Access Invt
-1.35K
- 19.4%
N/A
5.63K $0
Sei Exchange Traded Funds
-4.41K
- 5.56%
N/A
75K $0
Arm Holdings PLC
-365
- 6.59%
N/A
5.17K $0
Atlassian Corporation
-109
- 1.33%
N/A
8.07K $0
SAN
Banco Santander, S.A.

Financial Services
-2.79K
- 19.59%
$5.72 - $8.32 $16K - $23.2K
11.5K $95K
Gsk PLC
-703
- 6.84%
N/A
9.58K $0
LCTD
Blackrock ETF World Ex Us Carb
-2.28K
- 19.18%
N/A
9.6K $0
Super Micro Computer Inc
-279
- 0.79%
N/A
34.9K $0
Cervomed Inc
-900
- 4.94%
N/A
17.3K $0
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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