Perigon Wealth Management, LLC Purchases in Q3 2025

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
26
+ 0.24%
$96.22 - $98.19 $2.5K - $2.55K
10.7K $1.05M
PEG
Public Service Enterprise Group Inc

Utilities
171
+ 2.23%
$79.99 - $90.14 $13.7K - $15.4K
7.85K $655K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
244
+ 0.55%
$19.68 - $19.97 $4.8K - $4.87K
44.4K $880K
HYDB
Ishares Tr Edge High Yield Def

ETFs
115
+ 1.78%
$47.03 - $47.97 $5.41K - $5.52K
6.57K $314K
APD
Air Products & Chemicals, Inc.

Basic Materials
87
+ 5.32%
$265.78 - $299.3 $23.1K - $26K
1.72K $469K
JBL
Jabil Inc

Technology
36
+ 3.16%
$202.08 - $234.45 $7.27K - $8.44K
1.18K $255K
DGX
Quest Diagnostics Inc

Healthcare
55
+ 4.51%
N/A
1.28K $174K
PRU
Prudential Financial Inc

Financial Services
300
+ 4.67%
$100.68 - $109.89 $30.2K - $33K
6.73K $697K
SPOT
Spotify Technology S.A.

Communication Services
122
+ 10.81%
$620.01 - $738.53 $75.6K - $90.1K
1.25K $873K
DECK
Deckers Outdoor Corp

Consumer Cyclical
106
+ 4.26%
$95.32 - $123.91 $10.1K - $13.1K
2.6K $263K
UITB
Usaa ETF Tr Core Intermediate

ETFs
3
+ 0.04%
$46.38 - $47.74 $139 - $143
7.93K $376K
TFSL
Tfs Financial Corp

Financial Services
141
+ 1.18%
$12.61 - $14.23 $1.78K - $2.01K
12.1K $158K
SDGR
Schrodinger, Inc.

Healthcare
266
+ 1.82%
$18.15 - $23.03 $4.83K - $6.13K
14.9K $298K
TGT
Target Corp

Consumer Defensive
1.01K
+ 10.45%
$86.56 - $107.43 $87.8K - $109K
10.7K $961K
RACE
Ferrari N.V.

Consumer Cyclical
19
+ 1.79%
$436.24 - $517.65 $8.29K - $9.84K
1.08K $523K
ESS
Essex Property Trust, Inc.

Real Estate
11
+ 0.04%
N/A
27.5K $7.49M
CAH
Cardinal Health Inc

Healthcare
178
+ 7.69%
$146.04 - $167.63 $26K - $29.8K
2.49K $391K
UL
Unilever PLC

Consumer Defensive
331
+ 3.65%
$58.43 - $65.01 $19.3K - $21.5K
9.4K $557K
IOT
Samsara Inc.

Technology
1.12K
+ 7.25%
$32.22 - $42.09 $36.1K - $47.1K
16.5K $616K
Exchange Listed Fds Tr
7.14K
New
N/A
7.14K $0
Ishares Bitcoin Trust ETF
31.3K
+ 80.59%
N/A
70.1K $0
Atlassian Corporation
1.04K
+ 12.84%
N/A
9.1K $0
Vanguard Instl Index Fd
11.8K
+ 23.79%
N/A
61.6K $0
Astera Labs Inc
1.18K
New
N/A
1.18K $0
Ferguson Enterprises Inc
1.65K
New
N/A
1.65K $0
Ishares Ethereum Tr
11.5K
New
N/A
11.5K $0
SGDM
Sprott ETF Tr Gold Miners ETF
3.49K
New
N/A
3.49K $0
Linde PLC
225
+ 3.7%
N/A
6.3K $0
Invesco Actively Managed Exc
196K
New
N/A
196K $0
Arm Holdings PLC
4.67K
+ 90.34%
N/A
9.85K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
3.01K
New
N/A
3.01K $0
LCTD
Blackrock ETF World Ex Us Carb
892
+ 9.29%
N/A
10.5K $0
Bitwise Ethereum ETF
7.54K
+ 46.79%
N/A
23.7K $0
Goldman Sachs ETF Tr
21.7K
New
N/A
21.7K $0
Tidal Trust Ii
5.3K
+ 37.13%
N/A
19.6K $0
Bitwise Bitcoin ETF Tr
1.35K
+ 3.41%
N/A
41K $0
Invesco Exchange Traded Fd T
5.67K
+ 140.3%
N/A
9.71K $0
Bitmine Immersion Tecnologie
5.9K
New
N/A
5.9K $0
Bcp Investment Corporation
10.5K
New
N/A
10.5K $0
ABEV
Ambev S.A.

Consumer Defensive
830
+ 7.8%
$2.15 - $2.49 $1.78K - $2.07K
11.5K $25K
2023 ETF Series Trust Ii
11K
+ 8.31%
N/A
143K $0
Liberty Global LTD
13.8K
New
N/A
13.8K $0
TAFI
Ab Active Etfs Inc Tax Aware S
24.3K
New
N/A
24.3K $0
Jacobs Solutions Inc
1.51K
+ 28.89%
N/A
6.74K $0
Ge Vernova Inc
1.84K
+ 40.49%
N/A
6.4K $0
Ge Healthcare Technologies I
1.52K
+ 19.14%
N/A
9.47K $0
Ishares Tr
24.3K
New
N/A
24.3K $0
FGLD
Franklin Templeton Holdings Trust
13.6K
New
N/A
13.6K $0
Franklin Templeton ETF Tr
1.44K
+ 8.95%
N/A
17.5K $0
Activity Summary
Buys All Purchases 807 New Holdings 192 Increased Positions 615 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 10 Puts 0
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