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
MRVL
Marvell Technology, Inc.

Technology
1.7K
+ 12.22%
$62.31 - $84.07 $106K - $143K
15.6K $1.31M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
8.16K
New
$27.79 - $32.38 $227K - $264K
8.16K $233K
TDIV
First Trust Nasdaq Technology

ETFs
2.36K
New
$89.27 - $100.33 $211K - $237K
2.36K $232K
BWXT
Bwx Technologies, Inc.

Industrials
1.26K
New
$136.45 - $184.37 $172K - $232K
1.26K $232K
AME
Ametek Inc

Industrials
701
+ 4.89%
$176.44 - $192.03 $124K - $135K
15K $2.83M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
406
+ 1.95%
$109.47 - $119.06 $44.4K - $48.3K
21.2K $2.51M
AES
Aes Corp

Utilities
2.79K
+ 3.8%
$10.77 - $13.94 $30.1K - $38.9K
76.3K $1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.32K
+ 51.38%
$35.42 - $38.65 $188K - $206K
15.7K $595K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.77K
+ 2.64%
$81.75 - $84.54 $145K - $150K
68.7K $5.78M
EWBC
East West Bancorp Inc

Financial Services
2K
+ 73.31%
$97.41 - $109.7 $195K - $219K
4.73K $503K
DUOL
Duolingo, Inc.

Technology
703
New
$271.18 - $403.06 $191K - $283K
703 $226K
BKR
Baker Hughes CO

Energy
4.65K
New
$38.68 - $50.55 $180K - $235K
4.65K $226K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.84K
New
$45.54 - $48.43 $220K - $234K
4.84K $225K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
397
+ 1.88%
$79.39 - $90.39 $31.5K - $35.9K
21.5K $1.91M
FCFS
First Cash Holdings, Inc.

Financial Services
1.4K
New
$120.08 - $158.42 $168K - $222K
1.4K $222K
ROL
Rollins Inc

Consumer Cyclical
3.78K
New
$55.05 - $58.74 $208K - $222K
3.78K $222K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.38K
+ 18.63%
$32.78 - $35.79 $144K - $157K
27.9K $994K
EEMV
Ishares Msci Emerging Markets

ETFs
3.2K
+ 20.45%
$61.94 - $64.63 $198K - $207K
18.9K $1.2M
LIT
Global X Fds Global X Lithium

ETFs
3.86K
New
$38.41 - $56.85 $148K - $220K
3.86K $219K
AON
Aon PLC

Financial Services
616
+ 34.55%
$350.91 - $375.27 $216K - $231K
2.4K $855K
MUSA
Murphy Usa Inc.

Consumer Cyclical
565
New
$361.83 - $435.43 $204K - $246K
565 $219K
HUM
Humana Inc

Healthcare
844
New
$220.41 - $312.0 $186K - $263K
844 $219K
URI
United Rentals, Inc.

Industrials
112
+ 20.04%
$774.14 - $975.23 $86.7K - $109K
671 $640K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.62K
New
$37.98 - $39.81 $213K - $224K
5.62K $218K
KMX
Carmax Inc

Consumer Cyclical
4.84K
New
$44.86 - $71.57 $217K - $347K
4.84K $217K
ON
On Semiconductor Corp

Technology
4.41K
New
$46.98 - $62.45 $207K - $275K
4.41K $217K
CPNG
Coupang, Inc.

Consumer Cyclical
6.74K
New
$27.67 - $33.53 $186K - $226K
6.74K $216K
FYBR
Frontier Communications Parent, Inc.

Communication Services
5.79K
New
$36.44 - $37.53 $211K - $217K
5.79K $216K
HST
Host Hotels & Resorts, Inc.

Real Estate
12.7K
New
$15.27 - $17.68 $194K - $224K
12.7K $215K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.15K
New
$92.97 - $100.18 $200K - $216K
2.15K $214K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.68K
New
$37.14 - $37.85 $211K - $215K
5.68K $214K
OHI
Omega Healthcare Investors Inc

Real Estate
5.09K
New
$36.29 - $43.34 $185K - $221K
5.09K $214K
BDX
Becton Dickinson & CO

Healthcare
1.03K
+ 75.09%
$172.41 - $199.66 $177K - $205K
2.4K $448K
NDAQ
Nasdaq, Inc.

Financial Services
2.42K
+ 99.88%
$86.73 - $96.94 $210K - $235K
4.85K $428K
IR
Ingersoll Rand Inc.

Industrials
2.57K
New
$74.98 - $89.02 $193K - $229K
2.57K $212K
IXN
Ishares Global Information Tec

ETFs
2.05K
New
$91.28 - $103.32 $187K - $212K
2.05K $211K
VNQ
Vanguard Specialized Funds Van

ETFs
1.59K
+ 5.68%
$88.47 - $93.24 $140K - $148K
29.5K $2.7M
ATO
Atmos Energy Corp

Utilities
1.24K
New
$151.51 - $170.75 $187K - $211K
1.24K $210K
WPM
Wheaton Precious Metals Corp.

Basic Materials
854
+ 16.44%
$86.72 - $111.84 $74.1K - $95.5K
6.05K $676K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
8.58K
New
$24.03 - $24.57 $206K - $211K
8.58K $209K
RHI
Robert Half International Inc.

Industrials
6.16K
New
$33.49 - $43.03 $206K - $265K
6.16K $209K
SYF
Synchrony Financial

Financial Services
2.96K
New
$67.53 - $76.86 $200K - $227K
2.96K $209K
GILD
Gilead Sciences, Inc.

Healthcare
1.83K
+ 5.06%
$108.22 - $120.47 $198K - $221K
38.1K $4.23M
VMC
Vulcan Materials CO

Basic Materials
676
New
$260.62 - $307.62 $176K - $208K
676 $207K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.9K
+ 22.79%
$87.05 - $93.19 $165K - $177K
10.2K $949K
VLO
Valero Energy Corp

Energy
192
+ 3.94%
$131.77 - $175.63 $25.3K - $33.7K
5.06K $861K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.95K
New
$50.02 - $53.28 $198K - $211K
3.95K $206K
MGV
Vanguard Mega Cap Value

ETFs
1.5K
New
$129.46 - $137.85 $194K - $207K
1.5K $206K
UTG
Reaves Utility Income Fund

Financial Services
5.16K
New
$35.81 - $39.62 $185K - $204K
5.16K $204K
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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