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
BBY
Best Buy CO Inc

Consumer Cyclical
6.08K
New
$64.12 - $78.46 $390K - $477K
6.08K $459K
MDT
Medtronic PLC

Healthcare
3.54K
+ 23.84%
$87.67 - $95.74 $310K - $338K
18.4K $1.75M
INCY
Incyte Corp

Healthcare
5.37K
New
$67.27 - $86.96 $361K - $467K
5.37K $455K
JBHT
Hunt J B Transport Services Inc

Industrials
3.39K
New
$130.65 - $154.66 $443K - $525K
3.39K $455K
PALL
Abrdn Palladium ETF Trust

ETFs
3.95K
New
$99.79 - $117.24 $394K - $463K
3.95K $451K
VGLT
Vanguard Long Term Treasury Et

ETFs
7.16K
+ 14.66%
$54.21 - $57.41 $388K - $411K
56K $3.18M
MGM
Mgm Resorts International

Consumer Cyclical
12.8K
New
$34.18 - $39.77 $436K - $507K
12.8K $442K
VOT
Vanguard Mid Cap Growth Index

ETFs
928
+ 5.24%
$282.75 - $294.19 $262K - $273K
18.6K $5.47M
TPR
Tapestry, Inc.

Consumer Cyclical
3.88K
New
$86.48 - $116.14 $336K - $451K
3.88K $439K
CHWY
Chewy, Inc.

Consumer Cyclical
10.9K
New
$34.27 - $42.33 $372K - $459K
10.9K $438K
LHX
L3 Harris Technologies, Inc.

Industrials
144
+ 2.02%
$252.18 - $305.41 $36.3K - $44K
7.26K $2.22M
CGDV
Capital Group Divid Value ETF

ETFs
7.2K
+ 14.07%
$39.59 - $42.21 $285K - $304K
58.3K $2.45M
ORI
Old Republic International Corp

Financial Services
10.1K
New
$35.74 - $42.47 $361K - $429K
10.1K $429K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.8K
+ 2.36%
$22.64 - $23.22 $334K - $343K
640K $14.8M
SIXA
Exchange Traded Concepts Tr Et

ETFs
8.6K
New
$48.19 - $50.0 $414K - $430K
8.6K $427K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.65K
New
$43.07 - $91.37 $200K - $425K
4.65K $425K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.78K
+ 10.95%
N/A
68.7K $4.29M
THC
Tenet Healthcare Corp

Healthcare
2.07K
New
$148.38 - $203.04 $307K - $420K
2.07K $419K
USTB
Victory Portfolios Ii Victorys

ETFs
8.14K
+ 67.49%
$50.54 - $51.1 $411K - $416K
20.2K $1.03M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.5K
+ 6.76%
$22.89 - $23.7 $331K - $343K
228K $5.38M
SNOW
Snowflake Inc.

Technology
1.75K
+ 20.89%
$191.73 - $241.0 $335K - $421K
10.1K $2.28M
DKNG
Draft Kings Inc.

Consumer Cyclical
11K
New
$37.4 - $48.23 $410K - $529K
11K $409K
OVV
Ovintiv Inc.

Energy
10.1K
New
$38.53 - $43.17 $389K - $436K
10.1K $407K
HROW
Harrow Health, Inc.

Healthcare
8.63K
New
$30.57 - $48.85 $264K - $422K
8.63K $406K
GWW
W.W. Grainger, Inc.

Industrials
629
+ 27.82%
$932.44 - $1059.49 $587K - $666K
2.89K $2.75M
WCC
Wesco International Inc

Industrials
1.9K
New
$189.22 - $227.19 $359K - $431K
1.9K $401K
ADT
Adt Inc.

Industrials
46K
New
$8.27 - $8.85 $380K - $407K
46K $400K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.52K
+ 3.93%
$107.66 - $112.36 $271K - $283K
66.6K $7.42M
MLI
Mueller Industries Inc

Industrials
3.9K
New
$82.07 - $101.7 $320K - $397K
3.9K $394K
O
Realty Income Corp

Real Estate
5.74K
+ 40.67%
$56.13 - $60.79 $322K - $349K
19.9K $1.21M
DHR
Danaher Corp

Healthcare
1.96K
+ 42.26%
$181.46 - $212.2 $356K - $416K
6.61K $1.31M
CNC
Centene Corp

Healthcare
11K
New
$25.21 - $56.65 $277K - $622K
11K $392K
CNA
Cna Financial Corp

Financial Services
8.36K
+ 179.6%
$43.33 - $49.55 $362K - $414K
13K $604K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.94K
+ 3.59%
$68.24 - $73.73 $132K - $143K
56K $4.12M
WM
Waste Management Inc

Industrials
2.44K
+ 12.16%
$213.88 - $237.1 $521K - $578K
22.5K $4.97M
SATS
Echo Star Corp

Technology
4.92K
New
$26.33 - $83.57 $130K - $411K
4.92K $375K
PSX
Phillips 66

Energy
2.27K
+ 61.0%
$118.37 - $139.46 $269K - $317K
5.99K $815K
CCL
Carnival Corp

Consumer Cyclical
12.8K
New
$28.37 - $32.49 $363K - $416K
12.8K $370K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.76K
+ 47.04%
$118.3 - $142.16 $445K - $534K
11.7K $1.43M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.98K
+ 18.15%
$49.05 - $49.99 $342K - $349K
45.4K $2.26M
TER
Teradyne, Inc

Technology
2.67K
New
$90.15 - $137.64 $241K - $367K
2.67K $367K
CCK
Crown Holdings Inc

Consumer Cyclical
3.72K
New
$92.19 - $108.12 $343K - $402K
3.72K $359K
ZM
Zoom Video Communications, Inc.

Technology
3.73K
+ 34.12%
$69.77 - $86.83 $260K - $324K
14.6K $1.21M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.09K
+ 9.76%
$39.06 - $43.42 $160K - $178K
46K $2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
985
+ 28.59%
$301.44 - $365.84 $297K - $360K
4.43K $1.43M
KRYS
Krystal Biotech, Inc.

Healthcare
31
+ 0.35%
$134.94 - $176.75 $4.18K - $5.48K
8.93K $1.58M
RF
Regions Financial Corp

Financial Services
2.38K
+ 2.34%
$24.03 - $27.41 $57.3K - $65.3K
104K $2.75M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.51K
New
$123.98 - $146.67 $311K - $368K
2.51K $352K
ITA
Ishares Tr

ETFs
1.47K
+ 76.1%
$184.73 - $209.26 $272K - $308K
3.41K $713K
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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