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
FNDF
Schwab Fundamental Intl Large

ETFs
5
+ 0.01%
$42.35 - $45.18 $212 - $226
51.4K $2.3M
MATX
Matson, Inc.

Industrials
239
+ 2.92%
$88.05 - $110.86 $21K - $26.5K
8.42K $899K
DT
Dynatrace, Inc.

Technology
2.29K
+ 23.05%
$46.06 - $50.95 $106K - $117K
12.2K $573K
ES
Eversource Energy

Utilities
1.08K
+ 18.47%
$70.59 - $74.88 $76.2K - $80.8K
6.92K $507K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
397
+ 14.62%
$191.03 - $210.0 $75.8K - $83.4K
3.11K $634K
EQNR
Equinor Asa

Energy
3.78K
+ 29.86%
$22.89 - $25.39 $86.4K - $95.8K
16.4K $398K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.15K
+ 2.74%
$43.82 - $44.38 $94.3K - $95.5K
80.8K $3.54M
LPLA
Lpl Financial Holdings Inc.

Financial Services
138
+ 14.14%
$312.18 - $378.94 $43.1K - $52.3K
1.11K $412K
MET
Metlife Inc

Financial Services
1.49K
+ 17.7%
$75.97 - $82.89 $113K - $123K
9.89K $777K
MAR
Marriott International Inc

Consumer Cyclical
49
+ 1.72%
$259.04 - $291.9 $12.7K - $14.3K
2.89K $826K
VLO
Valero Energy Corp

Energy
136
+ 2.69%
$156.39 - $181.76 $21.3K - $24.7K
5.2K $944K
MLI
Mueller Industries Inc

Industrials
550
+ 14.1%
$96.96 - $109.12 $53.3K - $60K
4.45K $476K
TFLO
Ishares Treasury Floating Rate

ETFs
1.84K
+ 1.31%
$50.42 - $50.61 $92.8K - $93.2K
143K $7.22M
WBD
Warner Bros. Discovery, Inc.

Communication Services
604
+ 3.12%
$17.1 - $23.05 $10.3K - $13.9K
19.9K $459K
UAL
United Airlines Holdings, Inc.

Industrials
918
+ 20.14%
$90.77 - $104.05 $83.3K - $95.5K
5.48K $520K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
595
+ 10.62%
$115.02 - $121.67 $68.4K - $72.4K
6.2K $736K
ET
Energy Transfer LP

Energy
5.05K
+ 12.76%
$16.29 - $17.01 $82.3K - $85.9K
44.6K $759K
NYT
New York Times CO

Communication Services
311
+ 3.44%
$54.66 - $64.49 $17K - $20.1K
9.36K $598K
EW
Edwards Lifesciences Corp

Healthcare
241
+ 3.68%
$72.65 - $86.3 $17.5K - $20.8K
6.78K $585K
HWM
Howmet Aerospace Inc.

Industrials
240
+ 6.08%
$184.09 - $209.74 $44.2K - $50.3K
4.19K $851K
LEN
Lennar Corp

Consumer Cyclical
814
+ 17.14%
$117.91 - $130.07 $96K - $106K
5.56K $673K
MTG
Mgic Investment Corp

Financial Services
2.59K
+ 36.12%
$26.36 - $28.48 $68.2K - $73.7K
9.75K $275K
PPG
Ppg Industries Inc

Basic Materials
894
+ 41.99%
$94.92 - $105.45 $84.9K - $94.3K
3.02K $293K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.57K
+ 9.98%
$44.38 - $44.96 $69.7K - $70.6K
17.3K $767K
PALL
Abrdn Palladium ETF Trust

ETFs
120
+ 3.04%
$114.08 - $147.62 $13.7K - $17.7K
4.07K $520K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
701
+ 9.15%
$102.37 - $105.36 $71.8K - $73.9K
8.36K $858K
MUSA
Murphy Usa Inc.

Consumer Cyclical
238
+ 42.12%
$356.57 - $396.45 $84.9K - $94.4K
803 $286K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
2.06K
+ 12.42%
$37.64 - $39.11 $77.5K - $80.5K
18.6K $707K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.03%
$293.81 - $310.11 $5.58K - $5.89K
60K $18.3M
SDGR
Schrodinger, Inc.

Healthcare
5.8K
+ 38.94%
$17.2 - $22.52 $99.8K - $131K
20.7K $365K
TTWO
Take Two Interactive Software Inc

Communication Services
393
+ 35.0%
$232.0 - $262.29 $91.2K - $103K
1.52K $356K
IOT
Samsara Inc.

Technology
1.46K
+ 8.83%
$36.42 - $40.49 $53.2K - $59.2K
18K $680K
VFC
V F Corp

Consumer Cyclical
3.55K
+ 17.42%
$13.29 - $16.61 $47.2K - $58.9K
23.9K $358K
SRE
Sempra Energy

Utilities
169
+ 0.73%
$89.26 - $94.01 $15.1K - $15.9K
23.4K $2.15M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.02K
+ 8.32%
$56.33 - $59.22 $57.7K - $60.6K
13.3K $771K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.91K
+ 2.29%
$20.77 - $20.97 $60.4K - $61K
130K $2.72M
VXF
Vanguard Extended Market ETF

ETFs
374
+ 14.48%
$204.22 - $215.05 $76.4K - $80.4K
2.96K $603K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2K
+ 12.4%
N/A
18.2K $571K
SOFI
So Fi Technologies, Inc.

Financial Services
368
+ 1.0%
$25.24 - $32.21 $9.29K - $11.9K
37.1K $1.03M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.55K
+ 19.99%
$43.04 - $45.68 $66.8K - $70.8K
9.31K $401K
ROST
Ross Stores, Inc.

Consumer Cyclical
255
+ 10.33%
$147.71 - $162.85 $37.7K - $41.5K
2.72K $437K
APO
Apollo Global Management, Inc.

Financial Services
499
+ 23.77%
$118.22 - $133.75 $59K - $66.7K
2.6K $339K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.29K
+ 2.97%
$50.85 - $51.0 $65.6K - $65.8K
44.7K $2.28M
SNY
Sanofi

Healthcare
671
+ 12.2%
$48.09 - $52.34 $32.3K - $35.1K
6.17K $319K
OHI
Omega Healthcare Investors Inc

Real Estate
1.16K
+ 22.87%
$39.41 - $44.12 $45.9K - $51.4K
6.25K $274K
AFL
Aflac Inc

Financial Services
348
+ 4.41%
$105.7 - $115.01 $36.8K - $40K
8.24K $941K
OKE
Oneok Inc

Energy
1.26K
+ 10.64%
$64.31 - $72.98 $81.1K - $92K
13.1K $923K
ALL
Allstate Corp

Financial Services
275
+ 8.38%
$190.0 - $214.3 $52.3K - $58.9K
3.56K $762K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
442
+ 1.79%
$68.22 - $71.43 $30.2K - $31.6K
25.1K $1.77M
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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