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
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.33K
+ 4.27%
$67.15 - $70.77 $223K - $235K
81.2K $5.65M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
4.38K
+ 56.76%
$60.35 - $63.79 $264K - $279K
12.1K $753K
DAR
Darling Ingredients Inc.

Consumer Defensive
1
+ 0.0%
$29.91 - $34.75 $29.9 - $34.8
72.2K $2.51M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
6.11K
+ 5.36%
$47.45 - $47.71 $290K - $292K
120K $5.71M
KRYS
Krystal Biotech, Inc.

Healthcare
41
+ 0.46%
$179.61 - $206.16 $7.36K - $8.45K
8.97K $1.85M
PLD
Prologis, Inc.

Real Estate
1.76K
+ 30.44%
$111.23 - $127.18 $195K - $223K
7.52K $929K
ILMN
Illumina, Inc.

Healthcare
1.45K
+ 39.78%
$91.0 - $123.54 $132K - $180K
5.11K $616K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.01K
+ 22.08%
$98.1 - $103.73 $295K - $312K
16.6K $1.63M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.48K
+ 3.9%
$142.82 - $150.36 $211K - $223K
39.4K $5.79M
ORA
Ormat Technologies, Inc.

Utilities
2.05K
+ 57.56%
$99.93 - $114.75 $205K - $235K
5.61K $608K
GD
General Dynamics Corp

Industrials
692
+ 8.81%
$330.59 - $353.77 $229K - $245K
8.55K $2.94M
DGRO
Ishares Core Dividend Growth E

ETFs
3.84K
+ 84.55%
$66.93 - $69.17 $257K - $266K
8.38K $573K
FSLR
First Solar, Inc.

Technology
824
+ 53.16%
$223.36 - $277.39 $184K - $229K
2.37K $601K
ROL
Rollins Inc

Consumer Cyclical
4.5K
+ 118.85%
$53.87 - $59.67 $242K - $268K
8.28K $481K
GNR
Spdr S&P Global Natural Resour

ETFs
3.89K
+ 18.43%
$57.53 - $60.89 $224K - $237K
25K $1.51M
AMT
American Tower Corp

Real Estate
1.77K
+ 33.55%
$176.64 - $193.32 $313K - $342K
7.05K $1.27M
EXPE
Expedia Group, Inc.

Consumer Cyclical
313
+ 9.22%
$210.33 - $273.65 $65.8K - $85.7K
3.71K $981K
LVHI
Franklin International Low Vol

ETFs
4.01K
+ 7.12%
$34.73 - $36.81 $139K - $148K
60.3K $2.21M
DVY
Ishares Tr

ETFs
1.85K
+ 18.74%
$138.1 - $143.11 $255K - $264K
11.7K $1.65M
MNST
Monster Beverage Corp

Consumer Defensive
1.64K
+ 5.09%
$66.31 - $71.91 $108K - $118K
33.8K $2.41M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.35K
+ 4.3%
$79.55 - $80.13 $267K - $269K
81.4K $6.48M
GE
General Electric CO

Industrials
842
+ 4.67%
$291.49 - $314.28 $245K - $265K
18.9K $5.67M
EXEL
Exelixis, Inc.

Healthcare
5.69K
+ 93.37%
$34.54 - $43.59 $197K - $248K
11.8K $491K
VTR
Ventas, Inc.

Real Estate
2.39K
+ 36.13%
$67.45 - $78.0 $161K - $186K
9K $701K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.04K
+ 4.25%
$44.43 - $46.12 $313K - $325K
173K $7.78M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.09K
+ 7.13%
$77.73 - $78.84 $240K - $243K
46.3K $3.61M
PSX
Phillips 66

Energy
1.33K
+ 22.24%
$126.76 - $142.32 $169K - $190K
7.33K $1.04M
OMC
Omnicom Group Inc.

Communication Services
3.74K
+ 79.33%
$72.23 - $81.23 $270K - $304K
8.46K $610K
RIO
Rio Tinto PLC

Basic Materials
2.31K
+ 16.34%
$65.44 - $72.58 $151K - $167K
16.4K $1.16M
APH
Amphenol Corp

Technology
353
+ 1.98%
$121.7 - $143.85 $43K - $50.8K
18.2K $2.43M
GLW
Corning Inc

Technology
2.74K
+ 15.09%
$82.06 - $90.29 $225K - $247K
20.9K $1.71M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.18K
+ 5.06%
$83.21 - $86.32 $348K - $361K
86.8K $7.25M
MXI
Ishares Global Materials ETF

ETFs
2.44K
+ 65.02%
$87.96 - $93.19 $215K - $227K
6.19K $567K
BAC
Bank Of America Corp

Financial Services
4.7K
+ 2.4%
$48.65 - $54.11 $229K - $254K
201K $10.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.54K
+ 3.05%
$32.35 - $34.37 $147K - $156K
153K $5.18M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.52K
+ 3.07%
N/A
84.6K $7.26M
SHEL
Shell PLC

Energy
1.24K
+ 4.31%
$71.37 - $77.01 $88.6K - $95.6K
30K $2.28M
AVLV
American Centy ETF Tr Avantis
2.05K
+ 1.22%
$70.14 - $73.74 $144K - $151K
171K $12.4M
TFC
Truist Financial Corp

Financial Services
5K
+ 43.91%
$41.09 - $45.64 $206K - $228K
16.4K $735K
HII
Huntington Ingalls Industries, Inc.

Industrials
616
+ 87.01%
$280.02 - $324.19 $172K - $200K
1.32K $415K
VNQ
Vanguard Specialized Funds Van

ETFs
2.91K
+ 9.85%
$88.13 - $92.69 $256K - $270K
32.4K $2.91M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.25K
+ 7.75%
$26.75 - $27.15 $221K - $224K
115K $3.07M
STX
Seagate Technology Holdings PLC

Technology
669
+ 50.15%
$211.63 - $293.99 $142K - $197K
2K $517K
JBHT
Hunt J B Transport Services Inc

Industrials
638
+ 18.81%
$132.68 - $172.64 $84.6K - $110K
4.03K $656K
EXAS
Exact Sciences Corp

Healthcare
848
+ 7.24%
$56.19 - $69.63 $47.6K - $59K
12.6K $842K
THG
Hanover Insurance Group, Inc.

Financial Services
1.1K
+ 69.4%
$168.39 - $184.62 $185K - $203K
2.69K $486K
AVEM
American Centy ETF Tr Avantis

ETFs
759
+ 1.33%
$73.09 - $78.36 $55.5K - $59.5K
57.7K $4.48M
FCX
Freeport Mcmoran Inc

Basic Materials
3.63K
+ 6.42%
$38.65 - $43.31 $140K - $157K
60.1K $2.41M
MRVL
Marvell Technology, Inc.

Technology
1.85K
+ 11.85%
$81.05 - $93.74 $150K - $174K
17.5K $1.51M
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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