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
SHOP
Shopify Inc.

Technology
306
+ 3.67%
$146.04 - $179.01 $44.7K - $54.8K
8.65K $1.26M
NBIX
Neurocrine Biosciences Inc

Healthcare
78
+ 3.11%
$136.63 - $154.8 $10.7K - $12.1K
2.59K $375K
GNW
Genworth Financial Inc

Financial Services
3.14K
+ 25.25%
$8.32 - $8.94 $26.1K - $28.1K
15.6K $132K
SAN
Banco Santander, S.A.

Financial Services
1.53K
+ 8.96%
$9.65 - $11.03 $14.7K - $16.8K
18.6K $199K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
149
+ 1.35%
$66.27 - $69.46 $9.87K - $10.3K
11.2K $773K
UNM
Unum Group

Financial Services
323
+ 7.12%
$72.93 - $79.42 $23.6K - $25.7K
4.86K $373K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
440
+ 2.37%
$52.76 - $53.18 $23.2K - $23.4K
19K $1M
GWRE
Guidewire Software, Inc.

Technology
126
+ 11.06%
$215.32 - $254.23 $27.1K - $32K
1.27K $281K
SPYG
Spdr Portfolio

ETFs
128
+ 0.66%
$102.4 - $109.39 $13.1K - $14K
19.6K $2.06M
BOH
Bank Of Hawaii Corp

Financial Services
206
+ 1.28%
$59.82 - $66.61 $12.3K - $13.7K
16.3K $1.08M
AGNC
Agnc Investment Corp.

Real Estate
1.42K
+ 12.1%
$9.88 - $10.34 $14K - $14.7K
13.2K $133K
HISF
First Tr Exc Traded Fd Iv High

ETFs
391
+ 1.44%
$45.1 - $45.58 $17.6K - $17.8K
27.6K $1.25M
NU
Nu Holdings Ltd.

Financial Services
1.39K
+ 6.86%
$14.73 - $16.39 $20.5K - $22.8K
21.7K $342K
SABR
Sabre Corp

Consumer Cyclical
10.6K
New
$1.7 - $2.18 $18K - $23.1K
10.6K $18K
VCIT
Vanguard Intermediate Term Cor

ETFs
674
+ 0.98%
$83.45 - $84.82 $56.2K - $57.2K
69.4K $5.8M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
91
+ 1.51%
$36.51 - $41.12 $3.32K - $3.74K
6.12K $238K
SCHR
Schwab Intermediate Term Us Tr

ETFs
731
+ 0.87%
$25.03 - $25.34 $18.3K - $18.5K
84.4K $2.12M
STT
State Street Corp

Financial Services
117
+ 2.74%
$111.0 - $121.11 $13K - $14.2K
4.39K $512K
ETR
Entergy Corp

Utilities
91
+ 2.26%
$93.4 - $97.65 $8.5K - $8.89K
4.11K $390K
IXUS
Ishares Tr

ETFs
119
+ 3.32%
$81.21 - $85.27 $9.66K - $10.1K
3.7K $312K
ALC
Alcon Inc

Healthcare
48
+ 1.36%
$72.05 - $79.44 $3.46K - $3.81K
3.59K $278K
NMR
Nomura Holdings Inc

Financial Services
1.77K
+ 9.26%
$6.73 - $7.39 $11.9K - $13.1K
20.9K $154K
HAS
Hasbro, Inc.

Consumer Cyclical
110
+ 3.07%
$70.95 - $79.13 $7.8K - $8.7K
3.69K $286K
LYG
Lloyds Banking Group PLC

Financial Services
165
+ 0.35%
$4.42 - $5.03 $729 - $830
47K $226K
L
Loews Corp

Financial Services
35
+ 1.35%
$97.8 - $104.41 $3.42K - $3.65K
2.63K $274K
ABEV
Ambev S.A.

Consumer Defensive
3.94K
+ 34.3%
$2.11 - $2.55 $8.3K - $10K
15.4K $39K
GTO
Invesco Actively Managed ETF T

ETFs
316
+ 2.61%
$47.44 - $47.93 $15K - $15.1K
12.4K $589K
DEO
Diageo PLC

Consumer Defensive
219
+ 8.26%
$87.26 - $98.67 $19.1K - $21.6K
2.87K $266K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2K
+ 15.02%
$8.07 - $8.23 $16.1K - $16.5K
15.3K $123K
ORCC
Owl Rock Capital Corp

Financial Services
1.1K
+ 3.66%
N/A
31.1K $416K
UITB
Usaa ETF Tr Core Intermediate

ETFs
307
+ 3.87%
$47.38 - $47.93 $14.5K - $14.7K
8.23K $390K
ELV
Elevance Health, Inc.

Healthcare
29
+ 2.16%
$303.78 - $362.34 $8.81K - $10.5K
1.37K $446K
IVZ
Invesco Ltd.

Financial Services
297
+ 3.33%
$22.47 - $24.66 $6.67K - $7.32K
9.23K $217K
RECS
Columbia ETF Tr I

ETFs
295
+ 4.2%
$39.39 - $41.32 $11.6K - $12.2K
7.32K $296K
SQ
Block, Inc.

Technology
202
+ 2.7%
N/A
7.7K $440K
PAVE
Global X Fds Us Infrastructure

ETFs
580
+ 2.38%
$46.42 - $48.56 $26.9K - $28.2K
25K $1.17M
INDA
Ishares Msci India Index Fund

ETFs
11
+ 0.25%
$52.3 - $55.29 $575 - $608
4.34K $237K
BWXT
Bwx Technologies, Inc.

Industrials
108
+ 8.56%
$177.88 - $215.86 $19.2K - $23.3K
1.37K $244K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
785
+ 6.43%
$20.34 - $21.65 $16K - $17K
13K $269K
SNA
Snap On Inc

Industrials
78
+ 8.52%
$327.33 - $349.13 $25.5K - $27.2K
994 $328K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
246
+ 0.86%
$139.66 - $144.52 $34.4K - $35.6K
28.9K $4.1M
NNN
National Retail Properties, Inc.

Real Estate
474
+ 7.18%
$39.65 - $42.98 $18.8K - $20.4K
7.08K $291K
DMA
Destra Multi Alternative Fund

Financial Services
832
+ 6.42%
$8.57 - $8.85 $7.13K - $7.36K
13.8K $121K
VLY
Valley National Bancorp

Financial Services
700
+ 6.15%
$9.72 - $11.19 $6.8K - $7.83K
12.1K $130K
AKAM
Akamai Technologies Inc

Technology
115
+ 2.13%
N/A
5.5K $499K
DGX
Quest Diagnostics Inc

Healthcare
71
+ 5.57%
N/A
1.35K $184K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.01%
$118.2 - $126.51 $118 - $127
13.7K $1.66M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.02%
$109.58 - $114.05 $110 - $114
4.31K $481K
CHK
Chesapeake Energy Corp

Energy
97
+ 3.09%
N/A
3.23K $277K
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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