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
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
43.4K
+ 47.54%
$21.91 - $22.57 $952K - $981K
135K $3.03M
FNDE
Schwab Fundamental Emerging Mk

ETFs
26.3K
+ 282.32%
$33.13 - $36.31 $871K - $955K
35.6K $1.29M
EWA
Ishares Msci Australia ETF

ETFs
36.3K
New
$25.91 - $27.57 $941K - $1M
36.3K $980K
AEP
American Electric Power CO Inc

Utilities
7.53K
+ 55.38%
$103.26 - $115.0 $777K - $866K
21.1K $2.38M
AVUV
American Centy ETF Tr Avantis

ETFs
4.46K
+ 7.26%
$90.37 - $102.12 $403K - $455K
65.8K $6.55M
SRE
Sempra Energy

Utilities
8.18K
+ 54.49%
$74.14 - $89.98 $607K - $736K
23.2K $2.09M
AVLV
American Centy ETF Tr Avantis
3.74K
+ 2.27%
$68.33 - $72.69 $255K - $272K
169K $12.2M
RMD
Resmed Inc

Healthcare
2.11K
+ 9.43%
$252.01 - $293.73 $532K - $620K
24.5K $6.7M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
6.35K
+ 94.27%
$112.94 - $129.99 $717K - $825K
13.1K $1.68M
KLAC
Kla Corp

Technology
5
+ 0.1%
$843.9 - $1078.6 $4.22K - $5.39K
4.91K $5.29M
MA
Mastercard Inc

Financial Services
1.04K
+ 2.42%
$550.18 - $598.96 $573K - $624K
44K $25M
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.49K
+ 6.07%
$42.28 - $45.71 $401K - $434K
166K $7.54M
JCPB
J P Morgan Exchange Traded Fd

ETFs
16.8K
+ 9.4%
$46.37 - $47.77 $780K - $803K
196K $9.3M
IGM
Ishares Expanded Tech Sector E

ETFs
4.67K
+ 22.06%
$110.96 - $127.67 $518K - $596K
25.8K $3.25M
EWD
Ishares Inc Msci Sweden ETF

ETFs
18.6K
New
$43.68 - $47.85 $811K - $888K
18.6K $876K
MMM
3 M CO

Industrials
5.12K
+ 19.06%
$144.41 - $160.2 $740K - $821K
32K $4.96M
NTAP
Net App, Inc.

Technology
7.31K
New
$101.1 - $126.36 $739K - $924K
7.31K $866K
MS
Morgan Stanley

Financial Services
1.87K
+ 5.95%
$139.09 - $161.16 $260K - $301K
33.3K $5.29M
DASH
Door Dash, Inc.

Communication Services
2.83K
+ 76.44%
$234.5 - $272.5 $663K - $771K
6.53K $1.78M
PFE
Pfizer Inc

Healthcare
27.7K
+ 22.61%
$23.29 - $25.88 $646K - $718K
150K $3.83M
GBIL
Goldman Sachs Access Treasury

ETFs
8.5K
+ 14.95%
$99.82 - $100.23 $849K - $852K
65.4K $6.55M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.91K
+ 6.06%
$115.96 - $125.95 $338K - $367K
51K $6.43M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.72K
+ 13.03%
$102.4 - $103.88 $790K - $802K
66.9K $6.92M
FENY
Fidelity Covington Tr Msci Ene

ETFs
33.1K
New
$23.27 - $25.46 $771K - $843K
33.1K $818K
CMI
Cummins Inc

Industrials
521
+ 8.54%
$327.85 - $426.39 $171K - $222K
6.62K $2.8M
XLF
Financial Sector Spdr

ETFs
12.4K
+ 15.38%
$51.37 - $54.25 $635K - $671K
92.7K $4.99M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
985
+ 17.23%
$534.91 - $598.71 $527K - $590K
6.7K $3.77M
VMI
Valmont Industries Inc

Industrials
1.68K
+ 97.68%
$328.58 - $387.73 $553K - $652K
3.4K $1.32M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$692600.0 - $759798.0 $693K - $760K
1 $754K
NET
Cloudflare, Inc.

Technology
1.07K
+ 3.89%
$181.39 - $228.28 $195K - $245K
28.7K $6.15M
CB
Chubb LTD

Financial Services
2.88K
+ 32.25%
$265.99 - $289.59 $766K - $834K
11.8K $3.33M
GM
General Motors CO

Consumer Cyclical
8.83K
+ 51.8%
$48.89 - $61.24 $432K - $541K
25.9K $1.58M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.75K
+ 5.02%
$62.54 - $68.42 $297K - $325K
99.3K $6.71M
NSC
Norfolk Southern Corp

Industrials
173
+ 1.13%
$259.49 - $300.41 $44.9K - $52K
15.5K $4.65M
T
At&T Inc.

Communication Services
29.1K
+ 22.0%
$26.94 - $29.62 $785K - $863K
162K $4.56M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
13.5K
New
$52.55 - $54.37 $708K - $733K
13.5K $728K
SAP
Sap Se

Technology
4.26K
+ 38.18%
$252.42 - $311.93 $1.07M - $1.33M
15.4K $4.12M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.4K
New
$171.01 - $228.24 $581K - $775K
3.4K $725K
GD
General Dynamics Corp

Industrials
1.15K
+ 17.21%
$293.92 - $341.0 $339K - $393K
7.85K $2.68M
RBLX
Roblox Corp

Communication Services
5.21K
New
$100.65 - $141.56 $524K - $737K
5.21K $721K
XLB
Select Sector Spdr Fd Material

ETFs
7.96K
+ 185.32%
$86.72 - $92.61 $690K - $737K
12.2K $1.1M
SO
Southern CO

Utilities
6.8K
+ 26.41%
$90.83 - $96.0 $618K - $653K
32.5K $3.08M
PCG
Pg&E Corp

Utilities
47.5K
New
$13.0 - $15.73 $617K - $747K
47.5K $715K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.21K
+ 5.09%
$30.13 - $33.37 $217K - $240K
149K $4.96M
VRSN
Verisign Inc

Technology
2.46K
New
$263.02 - $305.98 $648K - $753K
2.46K $688K
HOOD
Robinhood Markets, Inc.

Technology
2.01K
+ 24.96%
$91.27 - $143.18 $184K - $288K
10.1K $1.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
+ 14.25%
$224.68 - $282.71 $237K - $299K
8.47K $2.37M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.75K
+ 30.3%
$185.88 - $207.44 $511K - $570K
11.8K $2.38M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.66K
+ 1.32%
$40.68 - $46.33 $67.6K - $77K
127K $5.78M
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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