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
Grail Inc
133
+ 0.69%
N/A
19.5K $0
Goldman Sachs ETF Tr
3.29K
+ 7.43%
N/A
47.5K $0
Goldman Sachs ETF Tr
3.84K
New
N/A
3.84K $0
Goldman Sachs ETF Tr
8.83K
+ 40.65%
N/A
30.5K $0
GIGB
Goldman Sachs ETF Access Invt
2.03K
+ 36.0%
N/A
7.65K $0
SFLR
Innovator Etfs Tr Equity Manag
6.12K
New
N/A
6.12K $0
First Tr Exchange Traded Fd
17K
+ 27.11%
N/A
79.5K $0
Natwest Group PLC
812
+ 5.59%
N/A
15.3K $0
Solstice Advanced Matls Inc
4.13K
New
N/A
4.13K $0
Solventum Corp
159
+ 4.89%
N/A
3.41K $0
J P Morgan Exchange Traded F
6.5K
New
N/A
6.5K $0
Jacobs Solutions Inc
2.89K
+ 42.81%
N/A
9.63K $0
SGDM
Sprott ETF Tr Gold Miners ETF
37
+ 1.06%
N/A
3.53K $0
Manager Directed Portfolios
20.2K
+ 10.47%
N/A
213K $0
Madison Square Garden Entmt
4.85K
New
N/A
4.85K $0
Msc Income Fund Inc
13.8K
+ 84.45%
N/A
30.2K $0
DOW
Dow Inc.

Basic Materials
26
+ 0.18%
$20.65 - $25.73 $537 - $669
14.4K $330K
Kenvue Inc
12.4K
+ 67.89%
N/A
30.8K $0
Lithium Amers Corp New
75
+ 0.47%
N/A
15.9K $0
J P Morgan Exchange Traded F
5.4K
+ 3.84%
N/A
146K $0
Vestis Corporation
15.2K
New
N/A
15.2K $0
Medline Inc
5.03K
New
N/A
5.03K $0
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
24
+ 0.17%
$50.83 - $51.07 $1.22K - $1.23K
14.4K $734K
HDV
Ishares Core High Dividend ETF

ETFs
3
+ 0.13%
$118.22 - $122.79 $355 - $368
2.39K $291K
Fidelity Covington Trust
19
+ 0.32%
N/A
5.89K $0
Fidelity Wise Origin Bitcoin
5.98K
+ 100.93%
N/A
11.9K $0
Ishares Tr
26.4K
+ 108.78%
N/A
50.7K $0
Tko Group Holdings Inc
3.11K
New
N/A
3.11K $0
Ishares Bitcoin Trust ETF
53.8K
+ 76.64%
N/A
124K $0
Ishares Ethereum Tr
2K
+ 17.38%
N/A
13.5K $0
Sei Exchange Traded Funds
1.22K
+ 3.41%
N/A
37.2K $0
Sei Exchange Traded Funds
1.32K
+ 1.77%
N/A
75.7K $0
Franklin Templeton ETF Tr
1.71K
+ 9.77%
N/A
19.2K $0
Genedx Holdings Corp
48
+ 0.95%
N/A
5.13K $0
MLM
Martin Marietta Materials Inc

Basic Materials
266
+ 5.67%
$596.44 - $656.85 $159K - $175K
4.96K $2.96M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
32
+ 1.49%
$97.52 - $102.52 $3.12K - $3.28K
2.19K $213K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
85
+ 0.42%
$47.86 - $48.14 $4.07K - $4.09K
20.4K $977K
ISCB
International Speedway Corp

ETFs
9
+ 0.12%
$62.02 - $65.26 $558 - $587
7.59K $474K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21
+ 0.37%
$37.19 - $37.8 $781 - $794
5.7K $212K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.01%
$66.27 - $69.53 $66.3 - $69.5
7.82K $531K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
173
+ 1.08%
$13.56 - $14.22 $2.35K - $2.46K
16.2K $223K
EWBC
East West Bancorp Inc

Financial Services
141
+ 2.98%
$94.31 - $107.45 $13.3K - $15.2K
4.87K $500K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
266
+ 0.63%
$21.43 - $21.82 $5.7K - $5.8K
42.3K $911K
JHG
Janus Henderson Group PLC

Financial Services
110
+ 1.59%
$41.13 - $46.35 $4.52K - $5.1K
7.02K $303K
UBS
Ubs Group Ag

Financial Services
284
+ 3.91%
$37.56 - $41.1 $10.7K - $11.7K
7.55K $293K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
22
+ 0.2%
$44.75 - $45.38 $985 - $998
11.1K $498K
HYLB
Xtrackers Usd High Yield Corp

ETFs
435
+ 0.91%
$36.54 - $37.14 $15.9K - $16.2K
48.2K $1.77M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
26
+ 0.12%
$84.91 - $90.88 $2.21K - $2.36K
21.5K $1.9M
SYY
Sysco Corp

Consumer Defensive
452
+ 8.6%
$72.9 - $83.27 $33K - $37.6K
5.71K $426K
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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