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
MAS
Masco Corp

Industrials
4.09K
+ 99.32%
$59.36 - $71.0 $243K - $290K
8.2K $486K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.32K
+ 8.43%
$227.13 - $251.24 $300K - $331K
17K $3.87M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.16K
+ 9.93%
$42.66 - $43.29 $220K - $223K
57.1K $2.44M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.85K
+ 24.28%
$30.84 - $31.79 $211K - $218K
35.1K $1.08M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
4.41K
+ 59.8%
$41.14 - $42.95 $181K - $189K
11.8K $499K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.88K
+ 8.62%
$25.2 - $26.46 $173K - $182K
86.7K $2.24M
C
Citigroup Inc

Financial Services
4.44K
+ 5.88%
$93.93 - $102.87 $417K - $457K
80K $7.86M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
4.7K
+ 83.78%
$37.81 - $39.2 $178K - $184K
10.3K $403K
WELL
Welltower Inc.

Real Estate
450
+ 7.32%
$165.94 - $193.82 $74.7K - $87.2K
6.6K $1.28M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.29K
+ 88.73%
$42.74 - $47.14 $183K - $202K
9.13K $406K
IYLD
Ishares Tr Ishares Morningstar

ETFs
7.85K
+ 11.38%
$20.92 - $21.52 $164K - $169K
76.9K $1.64M
COF
Capital One Financial Corp

Financial Services
1.55K
+ 13.07%
$201.01 - $225.01 $312K - $349K
13.4K $2.7M
AON
Aon PLC

Financial Services
538
+ 22.43%
$326.07 - $366.93 $175K - $197K
2.94K $1.03M
AIQ
Global X Funds Global X Artifi

ETFs
2.92K
+ 9.29%
$48.93 - $53.56 $143K - $156K
34.3K $1.72M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
885
+ 1.27%
$71.59 - $75.6 $63.4K - $66.9K
70.8K $5.3M
ACWI
Ishares Msci Acwi ETF

ETFs
1.18K
+ 46.89%
$135.71 - $142.56 $160K - $168K
3.69K $516K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.43K
+ 56.75%
$63.98 - $67.45 $155K - $164K
6.7K $446K
AVDE
American Centy ETF Tr Avantis

ETFs
188
+ 0.16%
$77.65 - $81.2 $14.6K - $15.3K
114K $9.18M
IR
Ingersoll Rand Inc.

Industrials
2.47K
+ 95.92%
$75.47 - $84.18 $186K - $208K
5.04K $380K
TT
Trane Technologies PLC

Industrials
413
+ 17.24%
$408.5 - $448.65 $169K - $185K
2.81K $1.17M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.42K
+ 16.37%
$32.24 - $33.72 $142K - $149K
31.4K $1.05M
IDEV
Ishares Core Msci Intl Develop

ETFs
697
+ 0.72%
$79.1 - $82.39 $55.1K - $57.4K
97K $7.89M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.83K
+ 1.84%
$50.33 - $50.81 $142K - $144K
156K $7.9M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.54K
+ 8.89%
$27.24 - $27.76 $205K - $209K
92.4K $2.52M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.67K
+ 14.7%
$83.65 - $86.6 $140K - $145K
13.1K $1.13M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
3.19K
+ 9.49%
$37.75 - $40.37 $120K - $129K
36.8K $1.47M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.85K
+ 2.76%
$102.72 - $103.6 $190K - $191K
68.8K $7.07M
SYM
Symbotic Inc.

Financial Services
525
+ 1.78%
$58.1 - $81.83 $30.5K - $43K
30K $1.75M
CGXU
Capital Group Intl Focus Equit

ETFs
5.05K
+ 39.4%
$29.32 - $31.03 $148K - $157K
17.9K $535K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
315
+ 51.64%
$506.07 - $566.91 $159K - $179K
925 $489K
CGDV
Capital Group Divid Value ETF

ETFs
2.45K
+ 4.2%
$41.33 - $43.47 $101K - $106K
60.8K $2.61M
ROP
Roper Technologies Inc

Industrials
427
+ 53.85%
$443.27 - $520.0 $189K - $222K
1.22K $548K
NEM
Newmont Corp

Basic Materials
512
+ 1.33%
$78.63 - $98.27 $40.3K - $50.3K
38.9K $3.39M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.94K
+ 43.1%
$40.65 - $42.74 $160K - $168K
13.1K $535K
PCG
Pg&E Corp

Utilities
5.03K
+ 10.61%
$15.63 - $16.81 $78.7K - $84.6K
52.5K $865K
NAK
Northern Dynasty Minerals LTD

Basic Materials
26.1K
+ 13.74%
$1.18 - $2.76 $30.8K - $72K
216K $376K
VRSK
Verisk Analytics, Inc.

Industrials
969
+ 55.47%
$208.0 - $249.55 $202K - $242K
2.72K $586K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.36K
+ 90.84%
$79.54 - $103.8 $188K - $245K
4.96K $410K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
17
+ 0.13%
$126.92 - $139.12 $2.16K - $2.37K
13.1K $1.82M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.35K
+ 13.19%
$91.84 - $96.06 $124K - $129K
11.6K $1.1M
STE
Steris PLC

Healthcare
507
+ 38.03%
$235.48 - $267.99 $119K - $136K
1.84K $475K
CGGO
Capital Group Global Growth Eq

ETFs
4.2K
+ 38.66%
$33.63 - $35.51 $141K - $149K
15.1K $515K
MDB
Mongo Db, Inc.

Technology
77
+ 2.83%
$313.81 - $373.89 $24.2K - $28.8K
2.8K $986K
TMDX
Trans Medics Group, Inc.

Healthcare
716
+ 3.47%
$107.29 - $135.79 $76.8K - $97.2K
21.3K $2.45M
HAL
Halliburton CO

Energy
4.15K
+ 42.25%
$21.82 - $28.06 $90.5K - $116K
14K $381K
A
Agilent Technologies, Inc.

Healthcare
468
+ 12.25%
$136.62 - $151.52 $63.9K - $70.9K
4.29K $629K
IYR
Ishares Tr

ETFs
1.54K
+ 37.31%
$93.69 - $98.5 $144K - $151K
5.66K $536K
CGUS
Capital Group Core Equity ETF
3.37K
+ 30.22%
$38.81 - $40.67 $131K - $137K
14.5K $577K
FDVV
Fidelity High Dividend ETF

ETFs
2.25K
+ 8.53%
$54.66 - $56.68 $123K - $127K
28.6K $1.6M
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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