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
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
11.7K
+ 152.94%
$50.32 - $54.01 $589K - $632K
19.4K $1.04M
CI
Cigna Corp

Healthcare
3.45K
+ 41.88%
$262.23 - $334.39 $905K - $1.15M
11.7K $3.37M
MO
Altria Group, Inc.

Consumer Defensive
3.63K
+ 6.77%
$57.75 - $67.68 $210K - $246K
57.3K $3.79M
PG
Procter & Gamble CO

Consumer Defensive
6.65K
+ 9.82%
$150.47 - $161.22 $1M - $1.07M
74.4K $11.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.61K
+ 10.8%
$78.96 - $80.04 $601K - $609K
78.1K $6.24M
CSCO
Cisco Systems, Inc.

Technology
11.3K
+ 7.56%
$66.2 - $71.79 $750K - $814K
161K $11M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
821
+ 10.74%
$275.84 - $326.36 $226K - $268K
8.47K $2.76M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.74K
+ 4.81%
$134.94 - $145.86 $235K - $254K
37.9K $5.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.93K
+ 3.67%
$48.5 - $50.19 $384K - $398K
224K $11.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.04K
+ 6.87%
$276.51 - $305.12 $287K - $317K
16.2K $4.81M
AEM
Agnico Eagle Mines LTD

Basic Materials
1K
+ 11.37%
$116.14 - $168.56 $116K - $169K
9.82K $1.66M
APH
Amphenol Corp

Technology
1.63K
+ 10.1%
$97.39 - $125.4 $159K - $205K
17.8K $2.2M
SYM
Symbotic Inc.

Financial Services
4.06K
+ 15.97%
$39.68 - $63.21 $161K - $257K
29.5K $1.59M
DFIV
Dimensional ETF Tr

ETFs
3.76K
+ 2.95%
$42.66 - $46.53 $161K - $175K
131K $6.05M
NOC
Northrop Grumman Corp

Industrials
554
+ 24.21%
$498.9 - $609.32 $276K - $338K
2.84K $1.73M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.16K
+ 3.6%
$72.57 - $74.72 $447K - $460K
177K $13.2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.28K
+ 18.33%
$68.27 - $75.58 $360K - $399K
34.1K $2.53M
FDX
Fedex Corp

Industrials
2.3K
+ 64.64%
$217.1 - $243.2 $499K - $559K
5.86K $1.38M
LYFT
Lyft, Inc.

Technology
25.9K
New
$13.41 - $22.93 $347K - $593K
25.9K $569K
D
Dominion Energy, Inc

Utilities
8.63K
+ 106.86%
$56.32 - $62.1 $486K - $536K
16.7K $1.02M
GLW
Corning Inc

Technology
459
+ 2.59%
$51.6 - $82.03 $23.7K - $37.7K
18.2K $1.49M
AIQ
Global X Funds Global X Artifi

ETFs
8.61K
+ 37.79%
$43.2 - $49.66 $372K - $428K
31.4K $1.55M
VEEV
Veeva Systems Inc

Healthcare
1.78K
+ 88.47%
$269.2 - $297.91 $479K - $531K
3.79K $1.13M
FTI
Technip Fmc PLC

Energy
13.8K
New
$32.19 - $40.89 $443K - $563K
13.8K $542K
ZS
Zscaler, Inc.

Technology
1.8K
New
$267.68 - $316.5 $482K - $570K
1.8K $539K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.18K
New
$311.12 - $482.13 $368K - $570K
1.18K $539K
MOH
Molina Healthcare, Inc.

Healthcare
2.8K
New
$152.31 - $306.29 $426K - $858K
2.8K $535K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.47K
+ 5.45%
$164.63 - $174.58 $242K - $257K
28.5K $4.97M
TSN
Tyson Foods, Inc.

Consumer Defensive
9.91K
+ 203.45%
$52.3 - $57.69 $518K - $571K
14.8K $802K
PSIX
Power Solutions International, Inc.

Industrials
3.56K
+ 71.52%
$63.95 - $115.78 $228K - $412K
8.54K $844K
XAR
Spdr S&P Aerospace & Defense E

ETFs
689
+ 4.6%
$205.52 - $234.96 $142K - $162K
15.7K $3.68M
FIX
Comfort Systems Usa Inc

Industrials
621
New
$521.66 - $825.18 $324K - $512K
621 $512K
KMI
Kinder Morgan, Inc.

Energy
18.2K
+ 132.84%
$26.23 - $28.5 $477K - $518K
31.9K $902K
PSA
Public Storage

Real Estate
1.73K
New
$271.94 - $298.09 $470K - $515K
1.73K $499K
IEMG
Ishares Inc

ETFs
9.09K
+ 3.68%
N/A
256K $13.7M
TJX
Tjx Companies Inc

Consumer Cyclical
1.07K
+ 6.82%
$121.35 - $144.54 $130K - $155K
16.8K $2.42M
RDVY
First Trust Rising Dividend Ac

ETFs
2.68K
+ 3.98%
$62.38 - $67.29 $167K - $180K
70K $4.71M
MEDP
Medpace Holdings, Inc.

Healthcare
938
New
$308.88 - $514.16 $290K - $482K
938 $482K
HCA
Hca Healthcare, Inc.

Healthcare
942
+ 50.7%
$334.32 - $426.2 $315K - $401K
2.8K $1.19M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.07K
+ 1.12%
$74.68 - $80.26 $79.6K - $85.6K
96.3K $7.72M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.1K
+ 1.16%
$42.78 - $47.77 $46.9K - $52.4K
95.8K $4.55M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.28K
+ 7.25%
$67.21 - $72.65 $220K - $238K
48.5K $3.52M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.16K
+ 103.37%
$91.44 - $91.77 $472K - $473K
10.1K $931K
NTRA
Natera, Inc.

Healthcare
2.9K
New
$133.66 - $181.11 $387K - $524K
2.9K $466K
FLO
Flowers Foods Inc

Consumer Defensive
38.1K
+ 352.86%
$12.68 - $16.76 $483K - $638K
48.9K $637K
EPI
Wisdomtree Tr India Earnings F

ETFs
11.7K
+ 75.13%
$43.79 - $47.63 $511K - $556K
27.2K $1.2M
EIX
Edison International

Utilities
8.39K
New
$50.42 - $56.35 $423K - $473K
8.39K $463K
BWA
Borgwarner Inc

Consumer Cyclical
10.5K
New
$34.53 - $44.44 $364K - $468K
10.5K $462K
VTR
Ventas, Inc.

Real Estate
6.61K
New
$62.76 - $69.99 $415K - $463K
6.61K $462K
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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