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
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 0.13%
$429.59 - $576.2 $5.58K - $7.49K
10.2K $5.59M
CAT
Caterpillar Inc

Industrials
396
+ 3.73%
$480.82 - $585.49 $190K - $232K
11K $6.08M
IEFA
Ishares Tr

ETFs
7.92K
+ 3.68%
$86.09 - $89.88 $682K - $712K
223K $19.8M
MRK
Merck & Co., Inc.

Healthcare
3.64K
+ 4.82%
$82.49 - $92.93 $300K - $338K
79.1K $7.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.7K
+ 4.65%
$46.2 - $46.85 $1M - $1.02M
489K $22.6M
XYL
Xylem Inc.

Industrials
7.1K
+ 284.5%
$142.73 - $152.95 $1.01M - $1.09M
9.6K $1.37M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.34K
+ 27.58%
$325.34 - $368.61 $760K - $861K
10.8K $3.73M
MUB
Ishares National Muni Bond ETF

ETFs
7.83K
+ 4.2%
$106.36 - $107.61 $833K - $843K
194K $20.8M
NOC
Northrop Grumman Corp

Industrials
1.86K
+ 65.59%
$558.0 - $637.95 $1.04M - $1.19M
4.71K $2.65M
JPIE
J P Morgan Exchange Traded Fd
20.3K
+ 9.11%
$46.18 - $46.47 $938K - $944K
243K $11.2M
IYW
Ishares Dj Us Tech ETF

ETFs
2.28K
+ 1.96%
$192.8 - $211.27 $440K - $482K
119K $23.6M
FLMI
Franklin Dynamic Municipal Bon

ETFs
33K
+ 264.0%
$24.67 - $25.04 $814K - $826K
45.5K $1.13M
DE
Deere & CO

Industrials
1.02K
+ 5.83%
$439.11 - $480.78 $447K - $489K
18.5K $8.8M
IEMG
Ishares Inc

ETFs
15K
+ 5.85%
N/A
271K $14.5M
AXP
American Express CO

Financial Services
723
+ 1.2%
$316.26 - $372.77 $229K - $270K
60.8K $20.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.75K
+ 3.06%
$358.39 - $376.54 $628K - $659K
59K $21.7M
XLI
Industrial Sector Spdr

ETFs
5.32K
+ 40.32%
$149.9 - $155.79 $797K - $828K
18.5K $2.81M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$712170.0 - $770185.0 $712K - $770K
2 $1.51M
IWR
Ishares Russell Mid Cap ETF

ETFs
10.5K
+ 8.43%
$94.02 - $97.61 $987K - $1.02M
135K $12.8M
PNR
Pentair PLC

Industrials
7.19K
+ 299.92%
$104.33 - $112.36 $750K - $807K
9.58K $999K
BMY
Bristol Myers Squibb CO

Healthcare
13.5K
+ 22.78%
$42.6 - $49.08 $574K - $662K
72.7K $3.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.51K
+ 29.6%
$280.66 - $305.09 $704K - $765K
11K $3.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.5K
+ 5.75%
$46.85 - $47.44 $725K - $734K
284K $13.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
14.8K
+ 32.08%
$42.19 - $45.31 $623K - $669K
60.8K $2.71M
PEP
Pepsico Inc

Consumer Defensive
2.14K
+ 4.31%
$138.84 - $153.71 $297K - $329K
51.8K $7.65M
IEF
Ishares Barclays

ETFs
6.99K
+ 14.4%
$96.12 - $97.72 $672K - $683K
55.5K $5.35M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26.5K
+ 9.37%
$25.75 - $26.12 $682K - $692K
309K $7.98M
KO
Coca Cola CO

Consumer Defensive
885
+ 0.64%
$66.1 - $71.61 $58.5K - $63.4K
139K $9.83M
AWK
American Water Works Company, Inc.

Utilities
5.13K
+ 245.43%
$125.97 - $145.43 $646K - $746K
7.22K $949K
INTU
Intuit Inc

Technology
1.36K
+ 22.12%
$641.79 - $683.39 $873K - $929K
7.51K $4.85M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.7K
+ 28.43%
$50.55 - $50.74 $644K - $646K
57.6K $2.91M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
9.48K
+ 106.99%
$62.94 - $65.98 $597K - $625K
18.3K $1.17M
SLB
Schlumberger Limited

Energy
14.4K
+ 55.32%
$31.72 - $37.61 $455K - $540K
40.3K $1.49M
UNH
Unitedhealth Group Inc

Healthcare
2.49K
+ 29.38%
$320.52 - $369.92 $797K - $920K
11K $3.51M
NEAR
Blackrock Short Maturity Bond

ETFs
11.5K
+ 41.65%
$51.08 - $51.37 $589K - $592K
39.2K $2.01M
MMM
3 M CO

Industrials
1.51K
+ 4.72%
$148.75 - $171.6 $224K - $259K
33.5K $5.54M
NVO
Novo Nordisk A S

Healthcare
18.8K
+ 38.93%
$45.68 - $59.65 $860K - $1.12M
67.2K $3.26M
DFIV
Dimensional ETF Tr

ETFs
7.02K
+ 5.35%
$45.13 - $48.25 $317K - $339K
138K $6.62M
FIX
Comfort Systems Usa Inc

Industrials
557
+ 89.69%
$790.72 - $1010.64 $440K - $563K
1.18K $1.07M
DFAU
Dimensional ETF Tr

ETFs
10.5K
+ 2.63%
$44.77 - $47.01 $471K - $495K
410K $18.8M
D
Dominion Energy, Inc

Utilities
9.37K
+ 56.09%
$58.49 - $61.69 $548K - $578K
26.1K $1.58M
SSO
Proshares Ultra S&P 500

ETFs
4.72K
+ 100.0%
$107.49 - $118.65 $507K - $560K
9.44K $1.07M
NVS
Novartis Ag

Healthcare
3.54K
+ 20.89%
$121.8 - $132.39 $432K - $469K
20.5K $2.7M
CNC
Centene Corp

Healthcare
14.1K
+ 128.44%
$33.15 - $38.7 $468K - $546K
25.1K $913K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.46K
+ 23.7%
$142.79 - $150.05 $494K - $519K
18.1K $2.64M
CB
Chubb LTD

Financial Services
1.19K
+ 10.06%
$268.2 - $296.22 $319K - $352K
13K $3.84M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10.5K
+ 28.72%
$47.89 - $48.53 $501K - $508K
46.9K $2.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.27K
+ 11.28%
$56.0 - $57.6 $519K - $534K
91.4K $5.18M
ED
Consolidated Edison Inc

Utilities
4.76K
+ 63.24%
$96.11 - $102.39 $458K - $488K
12.3K $1.25M
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
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