Perigon Wealth Management, LLC Purchases in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.57K
+ 9.98%
$44.38 - $44.96 $69.7K - $70.6K
17.3K $767K
PALL
Abrdn Palladium ETF Trust

ETFs
120
+ 3.04%
$114.08 - $147.62 $13.7K - $17.7K
4.07K $520K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.03%
$293.81 - $310.11 $5.58K - $5.89K
60K $18.3M
MUSA
Murphy Usa Inc.

Consumer Cyclical
238
+ 42.12%
$356.57 - $396.45 $84.9K - $94.4K
803 $286K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
2.06K
+ 12.42%
$37.64 - $39.11 $77.5K - $80.5K
18.6K $707K
SDGR
Schrodinger, Inc.

Healthcare
5.8K
+ 38.94%
$17.2 - $22.52 $99.8K - $131K
20.7K $365K
TTWO
Take Two Interactive Software Inc

Communication Services
393
+ 35.0%
$232.0 - $262.29 $91.2K - $103K
1.52K $356K
VFC
V F Corp

Consumer Cyclical
3.55K
+ 17.42%
$13.29 - $16.61 $47.2K - $58.9K
23.9K $358K
IOT
Samsara Inc.

Technology
1.46K
+ 8.83%
$36.42 - $40.49 $53.2K - $59.2K
18K $680K
VXF
Vanguard Extended Market ETF

ETFs
374
+ 14.48%
$204.22 - $215.05 $76.4K - $80.4K
2.96K $603K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.02K
+ 8.32%
$56.33 - $59.22 $57.7K - $60.6K
13.3K $771K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.91K
+ 2.29%
$20.77 - $20.97 $60.4K - $61K
130K $2.72M
SRE
Sempra Energy

Utilities
169
+ 0.73%
$89.26 - $94.01 $15.1K - $15.9K
23.4K $2.15M
SOFI
So Fi Technologies, Inc.

Financial Services
368
+ 1.0%
$25.24 - $32.21 $9.29K - $11.9K
37.1K $1.03M
ROST
Ross Stores, Inc.

Consumer Cyclical
255
+ 10.33%
$147.71 - $162.85 $37.7K - $41.5K
2.72K $437K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.55K
+ 19.99%
$43.04 - $45.68 $66.8K - $70.8K
9.31K $401K
AFL
Aflac Inc

Financial Services
348
+ 4.41%
$105.7 - $115.01 $36.8K - $40K
8.24K $941K
OHI
Omega Healthcare Investors Inc

Real Estate
1.16K
+ 22.87%
$39.41 - $44.12 $45.9K - $51.4K
6.25K $274K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.29K
+ 2.97%
$50.85 - $51.0 $65.6K - $65.8K
44.7K $2.28M
SNY
Sanofi

Healthcare
671
+ 12.2%
$48.09 - $52.34 $32.3K - $35.1K
6.17K $319K
APO
Apollo Global Management, Inc.

Financial Services
499
+ 23.77%
$118.22 - $133.75 $59K - $66.7K
2.6K $339K
GRAB
Grab Holdings LTD

Technology
10.9K
New
$5.41 - $6.39 $59.2K - $69.9K
10.9K $59K
OKE
Oneok Inc

Energy
1.26K
+ 10.64%
$64.31 - $72.98 $81.1K - $92K
13.1K $923K
INGR
Ingredion Inc

Consumer Defensive
889
+ 34.34%
$106.45 - $121.64 $94.6K - $108K
3.48K $374K
ALL
Allstate Corp

Financial Services
275
+ 8.38%
$190.0 - $214.3 $52.3K - $58.9K
3.56K $762K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
442
+ 1.79%
$68.22 - $71.43 $30.2K - $31.6K
25.1K $1.77M
MTZ
Mastec Inc

Industrials
449
+ 31.16%
$190.08 - $221.36 $85.3K - $99.4K
1.89K $363K
EMB
Ishares Tr

ETFs
566
+ 16.81%
$94.63 - $97.03 $53.6K - $54.9K
3.93K $377K
WFC
Wells Fargo & Company

Financial Services
1.38K
+ 0.94%
$77.62 - $87.3 $107K - $121K
148K $12.3M
CFG
Citizens Financial Group Inc

Financial Services
1.26K
+ 19.44%
$48.39 - $54.0 $60.8K - $67.9K
7.72K $399K
LHX
L3 Harris Technologies, Inc.

Industrials
598
+ 8.23%
$283.87 - $306.76 $170K - $183K
7.86K $2.27M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.89K
+ 19.73%
$38.24 - $42.94 $111K - $124K
17.6K $671K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
865
+ 7.33%
$28.79 - $33.49 $24.9K - $29K
12.7K $420K
WM
Waste Management Inc

Industrials
1.5K
+ 6.68%
$196.77 - $219.98 $296K - $331K
24K $5.02M
LMT
Lockheed Martin Corp

Industrials
1.19K
+ 6.67%
$452.1 - $514.24 $538K - $612K
19K $8.96M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
655
+ 5.18%
$69.11 - $73.37 $45.3K - $48.1K
13.3K $943K
JBLU
Jetblue Airways Corp

Industrials
12.2K
New
$4.08 - $4.95 $49.7K - $60.3K
12.2K $51K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
621
+ 3.14%
$18.04 - $21.83 $11.2K - $13.6K
20.4K $431K
BK
Bank Of New York Mellon Corp

Financial Services
338
+ 3.97%
$104.54 - $112.64 $35.3K - $38.1K
8.85K $977K
F
Ford Motor CO

Consumer Cyclical
426
+ 1.19%
$11.41 - $13.84 $4.86K - $5.9K
36.1K $476K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.47K
+ 1.18%
$13.16 - $13.86 $19.3K - $20.3K
126K $1.72M
FEMB
First Tr ETF Emerging Markets

ETFs
1.49K
+ 19.63%
$29.14 - $29.78 $43.3K - $44.3K
9.06K $269K
BOND
Pimco Active Bond Exchange Tra

ETFs
492
+ 13.44%
$93.0 - $94.55 $45.8K - $46.5K
4.15K $387K
ESS
Essex Property Trust, Inc.

Real Estate
170
+ 0.62%
N/A
27.6K $7.54M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.88K
+ 17.05%
$17.44 - $18.04 $50.2K - $52K
19.8K $346K
CL
Colgate Palmolive CO

Consumer Defensive
813
+ 4.54%
$74.98 - $79.86 $61K - $64.9K
18.7K $1.47M
PRU
Prudential Financial Inc

Financial Services
188
+ 2.79%
$99.13 - $107.85 $18.6K - $20.3K
6.92K $741K
EWP
Ishares Inc Msci Spain ETF

ETFs
31
+ 0.16%
$48.33 - $52.52 $1.5K - $1.63K
19K $979K
WDAY
Workday, Inc.

Technology
254
+ 14.28%
$223.49 - $245.67 $56.8K - $62.4K
2.03K $469K
Activity Summary
Buys All Purchases 815 New Holdings 160 Increased Positions 655 Sells All Sells 429 Reductions 429 Sold out 0 Options Calls 11 Puts 1
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