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
CPB
Campbell Soup CO

Consumer Defensive
9.09K
New
$30.41 - $34.03 $276K - $309K
9.09K $286K
TXT
Textron Inc

Industrials
3.38K
New
$77.02 - $87.21 $260K - $295K
3.38K $285K
EXR
Extra Space Storage Inc.

Real Estate
2.02K
New
$134.36 - $152.88 $271K - $309K
2.02K $284K
RRC
Range Resources Corp

Energy
7.49K
New
$32.79 - $39.33 $246K - $295K
7.49K $282K
SMG
Scotts Miracle Gro CO

Basic Materials
4.95K
New
$55.82 - $70.08 $276K - $347K
4.95K $281K
NNN
National Retail Properties, Inc.

Real Estate
6.6K
New
$40.68 - $44.1 $269K - $291K
6.6K $281K
PVAL
Putnam ETF Tr Putnam Focused L
6.56K
New
$39.93 - $42.72 $262K - $280K
6.56K $280K
AR
Antero Resources Corp

Energy
8.29K
New
$29.87 - $37.66 $248K - $312K
8.29K $278K
MOS
Mosaic CO

Basic Materials
7.99K
New
$30.93 - $37.81 $247K - $302K
7.99K $276K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.06K
New
$52.62 - $61.93 $266K - $313K
5.06K $273K
DVN
Devon Energy Corp

Energy
7.1K
+ 102.39%
$31.75 - $36.99 $226K - $263K
14K $492K
PSTG
Pure Storage, Inc.

Technology
3.24K
New
$54.47 - $88.29 $177K - $286K
3.24K $271K
HAS
Hasbro, Inc.

Consumer Cyclical
3.58K
New
$73.92 - $81.85 $265K - $293K
3.58K $271K
CHK
Chesapeake Energy Corp

Energy
3.14K
New
N/A
3.14K $268K
BK
Bank Of New York Mellon Corp

Financial Services
1.27K
+ 17.61%
$90.65 - $109.75 $115K - $140K
8.51K $927K
VZ
Verizon Communications Inc

Communication Services
3.59K
+ 2.22%
$40.84 - $45.06 $147K - $162K
165K $7.26M
LDOS
Leidos Holdings, Inc.

Technology
1.42K
New
$159.2 - $188.96 $225K - $267K
1.42K $267K
PNR
Pentair PLC

Industrials
2.4K
New
$100.62 - $112.59 $241K - $270K
2.4K $265K
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.95K
New
$41.29 - $44.71 $246K - $266K
5.95K $261K
GWRE
Guidewire Software, Inc.

Technology
1.14K
New
$207.82 - $261.88 $237K - $298K
1.14K $261K
G
Genpact LTD

Technology
6.21K
New
$41.06 - $46.13 $255K - $286K
6.21K $259K
HUBS
Hubspot Inc

Technology
554
New
$420.79 - $560.9 $233K - $311K
554 $259K
TTC
Toro CO

Industrials
3.4K
New
$72.64 - $82.54 $247K - $281K
3.4K $259K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.36K
+ 11.12%
$89.29 - $100.17 $122K - $136K
13.6K $1.36M
JOBY
Joby Aviation, Inc.

Industrials
16K
New
$9.81 - $20.39 $157K - $326K
16K $258K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3K
+ 3.8%
N/A
82.1K $7.05M
UAMY
United States Antimony Corp

Basic Materials
41.6K
New
$1.97 - $7.3 $82K - $304K
41.6K $257K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
319
+ 3.38%
$50.79 - $76.4 $16.2K - $24.4K
9.75K $744K
VONV
Vanguard Russell 1000 Value Et

ETFs
396
+ 0.76%
$84.55 - $89.54 $33.5K - $35.5K
52.7K $4.71M
DEO
Diageo PLC

Consumer Defensive
2.65K
New
$93.64 - $115.33 $248K - $306K
2.65K $252K
EXEL
Exelixis, Inc.

Healthcare
6.1K
New
$36.22 - $46.25 $221K - $282K
6.1K $251K
PPC
Pilgrims Pride Corp

Consumer Defensive
6.16K
New
$40.22 - $50.41 $248K - $311K
6.16K $250K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.9K
+ 17.28%
$69.9 - $78.26 $133K - $149K
12.9K $1.01M
AMGN
Amgen Inc

Healthcare
708
+ 4.53%
$271.18 - $309.22 $192K - $219K
16.3K $4.61M
ESTC
Elastic N.V.

Technology
2.92K
+ 51.65%
$72.54 - $92.3 $212K - $269K
8.57K $723K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
163
+ 0.37%
$84.28 - $89.46 $13.7K - $14.6K
44.4K $3.95M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.51K
+ 31.75%
$92.14 - $93.55 $231K - $235K
10.4K $973K
IWD
Ishares Russell 1000 Val ETF

ETFs
193
+ 0.88%
$192.76 - $203.86 $37.2K - $39.3K
22K $4.48M
NFG
National Fuel Gas CO

Energy
2.4K
+ 91.47%
$82.19 - $93.72 $197K - $225K
5.03K $464K
IONQ
Ion Q, Inc.

Technology
149
+ 1.18%
$36.79 - $75.14 $5.48K - $11.2K
12.7K $782K
TFX
Teleflex Inc

Healthcare
1.98K
New
$109.79 - $132.5 $218K - $263K
1.98K $242K
BRO
Brown & Brown, Inc.

Financial Services
2.57K
New
$90.88 - $108.93 $234K - $280K
2.57K $241K
HAL
Halliburton CO

Energy
9.82K
New
$20.5 - $25.11 $201K - $247K
9.82K $241K
FDVV
Fidelity High Dividend ETF

ETFs
2.78K
+ 11.81%
$52.42 - $55.71 $146K - $155K
26.3K $1.47M
FNDX
Schwab Fundamental U S Large C

ETFs
1.88K
+ 1.73%
$24.38 - $26.34 $45.7K - $49.4K
110K $2.9M
DUK
Duke Energy Corp

Utilities
1.28K
+ 9.11%
$116.31 - $125.93 $149K - $161K
15.3K $1.89M
IYLD
Ishares Tr Ishares Morningstar

ETFs
9.74K
+ 16.44%
$20.48 - $21.33 $200K - $208K
69K $1.47M
MBB
Ishares Tr

ETFs
937
+ 0.81%
$92.46 - $95.73 $86.6K - $89.7K
117K $11.1M
STRL
Sterling Construction CO Inc

Industrials
692
New
$222.54 - $371.84 $154K - $257K
692 $235K
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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