Perigon Wealth Management, LLC Incresed Positions in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ABEV
Ambev S.A.

Consumer Defensive
3.94K
+ 34.3%
$2.11 - $2.55 $8.3K - $10K
15.4K $39K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2K
+ 15.02%
$8.07 - $8.23 $16.1K - $16.5K
15.3K $123K
DEO
Diageo PLC

Consumer Defensive
219
+ 8.26%
$87.26 - $98.67 $19.1K - $21.6K
2.87K $266K
ORCC
Owl Rock Capital Corp

Financial Services
1.1K
+ 3.66%
N/A
31.1K $416K
RECS
Columbia ETF Tr I

ETFs
295
+ 4.2%
$39.39 - $41.32 $11.6K - $12.2K
7.32K $296K
ELV
Elevance Health, Inc.

Healthcare
29
+ 2.16%
$303.78 - $362.34 $8.81K - $10.5K
1.37K $446K
IVZ
Invesco Ltd.

Financial Services
297
+ 3.33%
$22.47 - $24.66 $6.67K - $7.32K
9.23K $217K
SQ
Block, Inc.

Technology
202
+ 2.7%
N/A
7.7K $440K
INDA
Ishares Msci India Index Fund

ETFs
11
+ 0.25%
$52.3 - $55.29 $575 - $608
4.34K $237K
PAVE
Global X Fds Us Infrastructure

ETFs
580
+ 2.38%
$46.42 - $48.56 $26.9K - $28.2K
25K $1.17M
SNA
Snap On Inc

Industrials
78
+ 8.52%
$327.33 - $349.13 $25.5K - $27.2K
994 $328K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
246
+ 0.86%
$139.66 - $144.52 $34.4K - $35.6K
28.9K $4.1M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
785
+ 6.43%
$20.34 - $21.65 $16K - $17K
13K $269K
NNN
National Retail Properties, Inc.

Real Estate
474
+ 7.18%
$39.65 - $42.98 $18.8K - $20.4K
7.08K $291K
VLY
Valley National Bancorp

Financial Services
700
+ 6.15%
$9.72 - $11.19 $6.8K - $7.83K
12.1K $130K
DGX
Quest Diagnostics Inc

Healthcare
71
+ 5.57%
N/A
1.35K $184K
DMA
Destra Multi Alternative Fund

Financial Services
832
+ 6.42%
$8.57 - $8.85 $7.13K - $7.36K
13.8K $121K
AKAM
Akamai Technologies Inc

Technology
115
+ 2.13%
N/A
5.5K $499K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
94
+ 1.17%
$51.27 - $51.8 $4.82K - $4.87K
8.16K $421K
CHK
Chesapeake Energy Corp

Energy
97
+ 3.09%
N/A
3.23K $277K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.02%
$109.58 - $114.05 $110 - $114
4.31K $481K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.01%
$118.2 - $126.51 $118 - $127
13.7K $1.66M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.05%
$58.83 - $63.18 $118 - $126
3.95K $245K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
71
+ 1.09%
$42.88 - $45.39 $3.04K - $3.22K
6.61K $294K
QAI
Iq Hedge Multi Strategy Compos

ETFs
248
+ 3.13%
$33.35 - $34.03 $8.27K - $8.44K
8.17K $274K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
218
+ 3.0%
$72.05 - $75.66 $15.7K - $16.5K
7.48K $542K
PFS
Provident Financial Services Inc

Financial Services
909
+ 6.71%
$17.88 - $20.03 $16.3K - $18.2K
14.5K $268K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
166
+ 2.12%
$46.21 - $48.94 $7.67K - $8.12K
8K $379K
FYBR
Frontier Communications Parent, Inc.

Communication Services
125
+ 2.16%
$37.31 - $37.96 $4.66K - $4.75K
5.92K $223K
LDOS
Leidos Holdings, Inc.

Technology
19
+ 1.34%
$184.41 - $199.55 $3.5K - $3.79K
1.43K $274K
PSTG
Pure Storage, Inc.

Technology
44
+ 1.36%
$83.96 - $98.7 $3.69K - $4.34K
3.29K $277K
ICSH
Blackrock Ultra Short Term Bon

ETFs
148
+ 0.72%
$50.56 - $50.76 $7.48K - $7.51K
20.8K $1.05M
TDVG
T Rowe Price Exchange Traded F

Technology
22
+ 0.12%
$43.17 - $44.88 $950 - $987
19.1K $845K
FCFS
First Cash Holdings, Inc.

Financial Services
23
+ 1.64%
$148.07 - $162.52 $3.41K - $3.74K
1.43K $228K
URTH
Ishares Msci World ETF

ETFs
2
+ 0.08%
$178.2 - $186.64 $356 - $373
2.56K $469K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
172
+ 0.78%
$50.48 - $50.65 $8.68K - $8.71K
22.1K $1.12M
IJS
Ishares S&P Smallcap 600 Value

ETFs
49
+ 2.48%
$105.91 - $113.18 $5.19K - $5.55K
2.02K $223K
CFFN
Capitol Federal Financial, Inc.

Financial Services
822
+ 7.08%
$6.02 - $6.44 $4.95K - $5.29K
12.4K $78K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5
+ 0.12%
$61.02 - $63.76 $305 - $319
4.3K $270K
ILCB
Ishares Morningstar U.S. Equit

ETFs
8
+ 0.19%
$90.64 - $95.28 $725 - $762
4.17K $388K
FSMD
Fidelity Covington Tr Small Mi

ETFs
208
+ 3.5%
$42.34 - $44.12 $8.81K - $9.18K
6.16K $265K
XEL
Xcel Energy Inc

Utilities
50
+ 0.67%
$79.6 - $81.85 $3.98K - $4.09K
7.51K $605K
SPIB
Spdr Portfolio Intermediate Te

ETFs
731
+ 0.53%
$33.69 - $34.08 $24.6K - $24.9K
138K $4.66M
ARCC
Ares Capital Corp

Financial Services
547
+ 1.6%
$18.9 - $20.61 $10.3K - $11.3K
34.7K $701K
IRT
Independence Realty Trust, Inc.

Real Estate
111
+ 0.9%
$15.12 - $16.56 $1.68K - $1.84K
12.5K $206K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
756
+ 5.6%
$14.62 - $15.79 $11.1K - $11.9K
14.3K $219K
MNA
Iq Merger Arbitrage ETF

ETFs
176
+ 2.84%
$35.65 - $35.98 $6.27K - $6.33K
6.37K $226K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
143
+ 1.67%
$24.33 - $24.6 $3.48K - $3.52K
8.72K $212K
CTAS
Cintas Corp

Industrials
429
+ 10.37%
$182.04 - $203.64 $78.1K - $87.4K
4.57K $852K
Activity Summary
Buys All Purchases 815 New Holdings 160 Increased Positions 655 Sells All Sells 429 Reductions 429 Sold out 0 Options Calls 11 Puts 1
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