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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
22.4K
+ 9.82%
$23.38 - $23.82 $525K - $534K
251K $5.87M
ACN
Accenture PLC

Technology
2.07K
+ 37.25%
$234.02 - $253.35 $483K - $523K
7.61K $1.84M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.4K
+ 10.77%
N/A
76.1K $4.75M
FTNT
Fortinet, Inc.

Technology
5.79K
+ 43.56%
$80.54 - $87.52 $467K - $507K
19.1K $1.57M
SBUX
Starbucks Corp

Consumer Cyclical
5.16K
+ 15.93%
$78.46 - $87.26 $405K - $450K
37.6K $3.18M
AZN
Astrazeneca PLC

Healthcare
1.98K
+ 9.39%
$81.15 - $89.4 $161K - $177K
23.1K $2.06M
ABBV
Abb Vie Inc.

Healthcare
721
+ 0.65%
$211.96 - $244.38 $153K - $176K
112K $26.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
19.8K
+ 3.09%
$23.04 - $23.36 $455K - $462K
660K $15.2M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.58K
+ 35.83%
$90.65 - $95.4 $415K - $437K
17.4K $1.62M
VALE
Vale S.A.

Basic Materials
27.7K
+ 40.54%
$10.75 - $12.48 $298K - $346K
96.1K $1.17M
SUB
Ishares Short Term National Mu

ETFs
4.07K
+ 9.78%
$106.22 - $106.81 $432K - $435K
45.7K $4.87M
WDC
Western Digital Corp

Technology
1.48K
+ 29.87%
$113.13 - $174.22 $167K - $257K
6.41K $1.01M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
8.6K
+ 41.28%
$47.1 - $47.44 $405K - $408K
29.4K $1.39M
HSBC
Hsbc Holdings PLC

Financial Services
5.66K
+ 126.26%
$65.67 - $73.49 $372K - $416K
10.1K $722K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.37K
+ 18.7%
$71.9 - $75.9 $458K - $484K
40.5K $2.94M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.78K
+ 5.45%
$123.63 - $130.75 $344K - $364K
53.8K $6.82M
VMI
Valmont Industries Inc

Industrials
893
+ 26.23%
$389.98 - $419.23 $348K - $374K
4.3K $1.71M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.77K
+ 4.48%
$47.34 - $48.01 $415K - $421K
204K $9.68M
AVES
American Centy ETF Tr Avantis

ETFs
2.64K
+ 1.75%
$55.32 - $58.99 $146K - $155K
154K $9.04M
AVDV
American Centy ETF Tr Avantis

ETFs
1.9K
+ 1.07%
$87.37 - $90.92 $166K - $173K
180K $16.2M
VTV
Vanguard Value ETF

ETFs
1.66K
+ 2.28%
$182.87 - $189.72 $304K - $315K
74.6K $14M
EIX
Edison International

Utilities
5.42K
+ 64.58%
$52.12 - $59.08 $282K - $320K
13.8K $810K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
15.7K
+ 3.38%
$25.18 - $25.37 $396K - $399K
481K $12.1M
VMC
Vulcan Materials CO

Basic Materials
1.27K
+ 187.87%
$280.58 - $309.07 $356K - $393K
1.95K $546K
FNDB
Schwab Fundamental U S Broad M

ETFs
12.8K
+ 83.82%
$25.06 - $26.31 $320K - $336K
28K $726K
DFSV
Dimensional ETF Tr Dimensional

ETFs
16.8K
+ 3.8%
$30.55 - $32.35 $512K - $543K
458K $14.4M
DHR
Danaher Corp

Healthcare
834
+ 12.63%
$202.46 - $223.01 $169K - $186K
7.44K $1.64M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.89K
+ 16.78%
$78.97 - $83.03 $307K - $323K
27.1K $2.2M
ECL
Ecolab Inc.

Basic Materials
1.61K
+ 27.14%
$253.06 - $281.35 $407K - $453K
7.54K $1.95M
ACM
Aecom

Industrials
1.24K
+ 2.39%
$128.8 - $134.35 $160K - $167K
53.3K $7.12M
USTB
Victory Portfolios Ii Victorys

ETFs
6.44K
+ 31.85%
$50.79 - $51.05 $327K - $329K
26.6K $1.35M
ORI
Old Republic International Corp

Financial Services
6.84K
+ 67.68%
$38.4 - $44.35 $263K - $303K
16.9K $751K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.41K
+ 55.72%
$41.61 - $44.26 $308K - $328K
20.7K $899K
CHKP
Check Point Software Technologies LTD

Technology
1.65K
+ 168.16%
$188.36 - $204.97 $311K - $339K
2.64K $520K
PEG
Public Service Enterprise Group Inc

Utilities
3.86K
+ 49.13%
$79.86 - $84.83 $308K - $327K
11.7K $970K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
20.2K
+ 135.6%
$12.5 - $18.02 $253K - $365K
35.1K $531K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
7.62K
+ 36.93%
$41.55 - $42.13 $317K - $321K
28.3K $1.18M
SPGI
S&P Global Inc.

Financial Services
615
+ 15.32%
$472.05 - $502.96 $290K - $309K
4.63K $2.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.6K
+ 1.06%
$100.37 - $100.72 $362K - $363K
344K $34.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.49K
+ 5.24%
$110.25 - $112.92 $384K - $394K
70.1K $7.72M
IGF
Ishares Global Infrastructure

ETFs
4.15K
+ 10.15%
$60.97 - $62.49 $253K - $259K
45K $2.8M
TER
Teradyne, Inc

Technology
1.25K
+ 46.82%
$132.08 - $187.59 $165K - $234K
3.92K $666K
AEP
American Electric Power CO Inc

Utilities
910
+ 4.31%
$112.75 - $122.73 $103K - $112K
22K $2.67M
DAL
Delta Air Lines, Inc.

Industrials
4.82K
+ 56.63%
$55.65 - $62.32 $268K - $300K
13.3K $778K
EXC
Exelon Corp

Utilities
6.01K
+ 36.02%
$44.97 - $48.24 $270K - $290K
22.7K $1.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
201
+ 0.14%
$92.24 - $96.56 $18.5K - $19.4K
144K $13.8M
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.48K
+ 63.66%
$46.47 - $66.99 $162K - $233K
8.95K $585K
FDX
Fedex Corp

Industrials
454
+ 7.75%
$224.63 - $268.67 $102K - $122K
6.31K $1.67M
MBB
Ishares Tr

ETFs
3.05K
+ 2.61%
$94.9 - $96.23 $290K - $294K
120K $11.4M
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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