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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.09K
- 1.22%
$50.39 - $60.05 $105K - $125K
169K $10.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.3K
- 0.73%
$23.55 - $27.67 $101K - $119K
580K $16.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.05K
- 2.11%
$61.79 - $76.67 $127K - $157K
95.3K $7.24M
AI
C3.Ai, Inc.

Technology
-3.18K
- 1.7%
$18.24 - $27.8 $58K - $88.4K
184K $4.52M
IAU
Ishares Gold Trust

ETFs
-8.89K
- 2.61%
$56.1 - $64.74 $499K - $575K
331K $20.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
-223
- 1.24%
$216.28 - $284.39 $48.2K - $63.4K
17.7K $5.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.01K
- 3.71%
$152.42 - $182.82 $916K - $1.1M
156K $28.5M
KLAC
Kla Corp

Technology
-321
- 6.15%
$576.53 - $902.94 $185K - $290K
4.9K $4.39M
CSCO
Cisco Systems, Inc.

Technology
-4.28K
- 2.77%
$53.19 - $69.38 $227K - $297K
150K $10.4M
IBM
International Business Machines Corp

Technology
-336
- 1.52%
$221.03 - $294.78 $74.3K - $99K
21.7K $6.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.83K
- 1.04%
$17.76 - $22.1 $103K - $129K
555K $12.3M
COIN
Coinbase Global, Inc.

Technology
-755
- 9.36%
$151.47 - $375.07 $114K - $283K
7.31K $2.56M
GS
Goldman Sachs Group Inc

Financial Services
-584
- 5.94%
$462.22 - $707.75 $270K - $413K
9.24K $6.54M
WMT
Walmart Inc.

Consumer Defensive
-1.11K
- 0.8%
$81.79 - $99.98 $91.1K - $111K
138K $13.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-54
- 0.62%
$321.63 - $509.31 $17.4K - $27.5K
8.64K $4.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-12.3K
- 3.31%
$43.53 - $54.46 $534K - $668K
358K $19.5M
SCHW
Schwab Charles Corp

Financial Services
-3.56K
- 2.26%
$69.06 - $91.24 $246K - $325K
154K $14M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-700
- 0.91%
$105.2 - $141.69 $73.6K - $99.2K
76.3K $10.8M
DIS
Walt Disney CO

Communication Services
-962
- 1.16%
$81.72 - $124.01 $78.6K - $119K
82K $10.2M
ORCL
Oracle Corp

Technology
-1.36K
- 4.6%
$122.82 - $218.63 $167K - $298K
28.2K $6.17M
VUG
Vanguard Growth ETF

ETFs
-5.26K
- 6.56%
$329.49 - $438.4 $1.73M - $2.3M
74.9K $32.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-19.2K
- 1.2%
$29.12 - $35.84 $559K - $689K
1.58M $56.7M
JPM
Jpmorgan Chase & CO

Financial Services
-1.88K
- 1.5%
$210.28 - $289.91 $395K - $544K
124K $35.8M
GOOG
Alphabet Inc.

Communication Services
-1.7K
- 0.62%
$146.58 - $180.01 $249K - $306K
274K $48.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.01K
- 3.17%
$498.8 - $620.9 $3M - $3.73M
184K $114M
META
Meta Platforms, Inc.

Communication Services
-1.09K
- 1.54%
$484.66 - $738.09 $528K - $805K
69.6K $51.4M
MSFT
Microsoft Corp

Technology
-16.4K
- 9.33%
$354.56 - $497.45 $5.82M - $8.16M
159K $79.3M
NVDA
Nvidia Corp

Technology
-29.7K
- 1.7%
$94.31 - $157.99 $2.8M - $4.7M
1.72M $272M
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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