Perigon Wealth Management, LLC Reduced Holdings in Q1 2025

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
-542
- 0.7%
$113.59 - $123.29 $61.6K - $66.8K
77K $8.97M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-306
- 1.41%
$9.49 - $14.83 $2.9K - $4.54K
21.3K $290K
CTVA
Corteva, Inc.

Basic Materials
-28
- 0.2%
$55.94 - $66.15 $1.57K - $1.85K
14K $883K
AJG
Arthur J. Gallagher & Co.

Financial Services
-5
- 0.35%
$275.89 - $345.24 $1.38K - $1.73K
1.42K $488K
RING
Ishares Inc Msci Global Gold M

ETFs
-17
- 0.18%
$28.64 - $38.36 $487 - $652
9.5K $364K
BAX
Baxter International Inc

Healthcare
-253
- 1.21%
$29.26 - $36.57 $7.4K - $9.25K
20.7K $709K
MCK
Mckesson Corp

Healthcare
-20
- 1.67%
$566.21 - $672.99 $11.3K - $13.5K
1.18K $792K
RDFN
Redfin Corp

Real Estate
-2.53K
- 2.46%
$5.82 - $11.39 $14.7K - $28.8K
100K $923K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-426
- 1.83%
$107.24 - $116.37 $45.7K - $49.6K
22.8K $2.66M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.59K
- 6.51%
$74.85 - $84.89 $718K - $814K
138K $11.3M
WSO
Watsco Inc

Industrials
-2
- 0.06%
$463.86 - $530.75 $928 - $1.06K
3.53K $1.8M
CVS
Cvs Health Corp

Healthcare
-4.82K
- 24.13%
$44.22 - $68.64 $213K - $331K
15.2K $1.03M
CVX
Chevron Corp

Energy
-10.7K
- 12.5%
$146.71 - $167.97 $1.57M - $1.8M
75K $12.5M
AZN
Astrazeneca PLC

Healthcare
-121
- 0.62%
$65.37 - $77.96 $7.91K - $9.43K
19.5K $1.43M
DUK
Duke Energy Corp

Utilities
-305
- 2.34%
$105.87 - $121.97 $32.3K - $37.2K
12.7K $1.55M
HES
Hess Corp

Energy
-195
- 2.55%
$135.42 - $160.52 $26.4K - $31.3K
7.46K $1.19M
CSCO
Cisco Systems, Inc.

Technology
-3.44K
- 2.18%
$58.74 - $64.87 $202K - $223K
154K $9.51M
VEA
Vanguard Ftse Developed Market

ETFs
-13.7K
- 4.65%
$47.4 - $52.99 $647K - $723K
280K $14.2M
SBUX
Starbucks Corp

Consumer Cyclical
-398
- 1.21%
$91.75 - $115.81 $36.5K - $46.1K
32.5K $3.18M
NVS
Novartis Ag

Healthcare
-350
- 2.03%
$97.14 - $115.57 $34K - $40.4K
16.9K $1.88M
KLAC
Kla Corp

Technology
-66
- 1.25%
$636.62 - $777.63 $42K - $51.3K
5.22K $3.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.02K
- 1.57%
$87.68 - $94.52 $89.1K - $96K
63.7K $5.97M
ELV
Elevance Health, Inc.

Healthcare
-32
- 0.78%
$365.9 - $436.25 $11.7K - $14K
4.06K $1.77M
ADP
Automatic Data Processing Inc

Industrials
-255
- 0.82%
$286.85 - $318.64 $73.1K - $81.3K
30.7K $9.37M
MO
Altria Group, Inc.

Consumer Defensive
-1.48K
- 2.81%
$50.81 - $60.02 $75.2K - $88.9K
51.3K $3.08M
DE
Deere & CO

Industrials
-1.14K
- 6.08%
$408.57 - $509.27 $464K - $578K
17.5K $8.23M
MQ
Marqeta, Inc.

Technology
-18
- -0.0%
$3.51 - $4.57 $63.2 - $82.3
971K $4M
SHEL
Shell PLC

Energy
-14
- 0.05%
$62.84 - $73.29 $880 - $1.03K
30.8K $2.26M
RTX
Raytheon Technologies Corp

Industrials
-6.78K
- 9.25%
$114.1 - $135.66 $773K - $919K
66.5K $8.81M
JPM
Jpmorgan Chase & CO

Financial Services
-1.39K
- 1.1%
$225.19 - $279.95 $314K - $390K
125K $30.8M
GE
General Electric CO

Industrials
-356
- 2.37%
$168.59 - $212.13 $60K - $75.5K
14.7K $2.93M
WM
Waste Management Inc

Industrials
-499
- 2.5%
$200.54 - $233.78 $100K - $117K
19.5K $4.51M
AVDE
American Centy ETF Tr Avantis

ETFs
-385
- 0.37%
$60.63 - $68.55 $23.3K - $26.4K
105K $6.93M
AMGN
Amgen Inc

Healthcare
-790
- 4.89%
$258.59 - $327.36 $204K - $259K
15.4K $4.78M
VZ
Verizon Communications Inc

Communication Services
-5.5K
- 3.31%
$37.81 - $46.49 $208K - $256K
161K $7.3M
XLV
Select Sector Spdr Fund Health

ETFs
-711
- 0.64%
$137.61 - $149.68 $97.8K - $106K
110K $16.1M
XOM
Exxon Mobil Corp

Energy
-5.77K
- 4.25%
$105.44 - $118.93 $608K - $686K
130K $15.5M
PLTR
Palantir Technologies Inc.

Technology
-1.41K
- 1.23%
$64.98 - $124.62 $91.8K - $176K
113K $9.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.41K
- 2.26%
$279.74 - $321.29 $394K - $452K
60.9K $19M
GLD
Spdr Gold Trust

ETFs
-6.81K
- 10.29%
$243.19 - $288.14 $1.66M - $1.96M
59.4K $17.1M
ABT
Abbott Laboratories

Healthcare
-711
- 0.99%
$111.1 - $140.22 $79K - $99.7K
71K $9.42M
JNJ
Johnson & Johnson

Healthcare
-2.94K
- 3.3%
$142.06 - $167.7 $418K - $494K
86.1K $14.3M
LLY
Eli Lilly & CO

Healthcare
-420
- 1.14%
$725.72 - $929.72 $305K - $390K
36.5K $30.2M
ABBV
Abb Vie Inc.

Healthcare
-5.08K
- 4.56%
$169.2 - $216.66 $859K - $1.1M
106K $22.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.16K
- 3.79%
$442.66 - $534.52 $957K - $1.16M
54.9K $29.2M
V
Visa Inc.

Financial Services
-555
- 0.44%
$306.92 - $362.71 $170K - $201K
126K $44.1M
Activity Summary
Buys All Purchases 512 New Holdings 65 Increased Positions 447 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 7 Puts 0
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