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
ILMN
Illumina, Inc.

Healthcare
3.66K
New
$91.69 - $109.88 $335K - $402K
3.66K $347K
ASML
Asml Holding Nv

Technology
23
+ 1.19%
$689.63 - $968.09 $15.9K - $22.3K
1.96K $1.89M
CFG
Citizens Financial Group Inc

Financial Services
6.47K
New
$46.1 - $53.65 $298K - $347K
6.47K $343K
MP
Mp Materials Corp.

Basic Materials
5.13K
New
$30.03 - $77.13 $154K - $395K
5.13K $343K
IDA
Idacorp Inc

Utilities
2.22K
+ 77.26%
$115.16 - $132.15 $256K - $293K
5.09K $672K
CW
Curtiss Wright Corp

Industrials
629
New
$472.43 - $542.94 $297K - $342K
629 $341K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
709
+ 1.4%
$94.17 - $99.95 $66.8K - $70.9K
51.3K $5.13M
FSLR
First Solar, Inc.

Technology
1.55K
New
$160.84 - $223.53 $249K - $346K
1.55K $341K
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.5K
+ 44.48%
$29.12 - $29.34 $335K - $337K
37.3K $1.1M
WELL
Welltower Inc.

Real Estate
1.23K
+ 24.89%
$150.71 - $178.14 $185K - $218K
6.15K $1.1M
MDB
Mongo Db, Inc.

Technology
295
+ 12.16%
$201.0 - $334.87 $59.3K - $98.8K
2.72K $844K
WMB
Williams Companies, Inc.

Energy
5.07K
+ 20.0%
$56.52 - $64.01 $286K - $324K
30.4K $1.93M
STE
Steris PLC

Healthcare
1.33K
New
$221.21 - $252.43 $295K - $336K
1.33K $329K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.57K
+ 16.9%
$64.58 - $69.94 $230K - $249K
24.7K $1.71M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
5.11K
New
$62.49 - $64.56 $319K - $330K
5.11K $327K
SPG
Simon Property Group Inc

Real Estate
696
+ 9.63%
$159.93 - $187.67 $111K - $131K
7.92K $1.49M
WDC
Western Digital Corp

Technology
761
+ 18.22%
$63.84 - $120.06 $48.6K - $91.4K
4.94K $592K
BPOP
Popular, Inc.

Financial Services
2.56K
New
$111.3 - $128.04 $285K - $328K
2.56K $325K
NTNX
Nutanix, Inc.

Technology
4.36K
New
$66.06 - $81.12 $288K - $353K
4.36K $324K
CRSP
Crispr Therapeutics Ag

Healthcare
380
+ 2.08%
$48.51 - $68.14 $18.4K - $25.9K
18.7K $1.21M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.83K
+ 12.03%
$31.79 - $33.42 $217K - $228K
63.6K $2.13M
BA
Boeing CO

Industrials
1.26K
+ 17.38%
$209.79 - $237.38 $264K - $299K
8.51K $1.84M
MOD
Modine Manufacturing CO

Consumer Cyclical
2.22K
New
$90.02 - $158.57 $200K - $352K
2.22K $315K
EVR
Evercore Inc.

Financial Services
931
New
$276.5 - $362.79 $257K - $338K
931 $314K
STX
Seagate Technology Holdings PLC

Technology
1.33K
New
$142.01 - $236.06 $189K - $315K
1.33K $314K
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.7K
+ 11.13%
$26.44 - $27.1 $282K - $289K
106K $2.87M
NEU
Newmarket Corp

Basic Materials
379
New
$680.5 - $848.94 $258K - $322K
379 $313K
BE
Bloom Energy Corp

Industrials
3.67K
New
$22.13 - $86.27 $81.1K - $316K
3.67K $309K
CIEN
Ciena Corp

Technology
2.12K
New
$77.75 - $145.67 $165K - $308K
2.12K $308K
WBS
Webster Financial Corp

Financial Services
4.83K
+ 110.99%
$55.19 - $62.92 $266K - $304K
9.17K $545K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.58K
+ 19.9%
$35.41 - $38.93 $198K - $217K
33.6K $1.31M
JHG
Janus Henderson Group PLC

Financial Services
6.91K
New
$39.46 - $45.37 $273K - $314K
6.91K $307K
MTZ
Mastec Inc

Industrials
1.44K
New
$168.23 - $212.81 $242K - $307K
1.44K $306K
MANH
Manhattan Associates Inc

Technology
1.49K
New
$196.16 - $227.94 $292K - $340K
1.49K $305K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.02K
New
$138.08 - $151.2 $278K - $305K
2.02K $304K
AWI
Armstrong World Industries Inc

Industrials
1.54K
New
$163.99 - $199.13 $253K - $307K
1.54K $302K
ITM
Vaneck Intermediate Muni ETF

ETFs
6.13K
+ 42.76%
$45.2 - $46.71 $277K - $286K
20.5K $953K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.86K
+ 19.92%
$41.64 - $45.4 $202K - $221K
29.3K $1.33M
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.2K
New
$86.13 - $119.63 $275K - $382K
3.2K $299K
AL
Air Lease Corp

Industrials
4.71K
New
$54.35 - $64.28 $256K - $303K
4.71K $299K
ROKU
Roku, Inc

Communication Services
2.95K
New
$79.98 - $101.78 $236K - $300K
2.95K $295K
DHI
Horton D R Inc

Consumer Cyclical
955
+ 29.33%
$129.82 - $184.04 $124K - $176K
4.21K $713K
LVS
Las Vegas Sands Corp

Consumer Cyclical
5.47K
New
$47.38 - $57.71 $259K - $316K
5.47K $294K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.28K
New
$107.23 - $139.75 $244K - $318K
2.28K $293K
GRMN
Garmin LTD

Technology
865
+ 43.42%
$211.13 - $246.22 $183K - $213K
2.86K $703K
MTCH
Match Group, Inc.

Communication Services
8.17K
New
$31.83 - $38.77 $260K - $317K
8.17K $288K
SNV
Synovus Financial Corp

Financial Services
5.87K
New
$46.55 - $59.6 $273K - $350K
5.87K $288K
AGX
Argan Inc

Industrials
1.07K
New
$202.53 - $271.07 $216K - $289K
1.07K $288K
THG
Hanover Insurance Group, Inc.

Financial Services
1.59K
New
$162.08 - $182.1 $257K - $289K
1.59K $287K
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email