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
LYFT
Lyft, Inc.

Technology
19
+ 0.07%
$19.25 - $24.57 $366 - $467
25.9K $599K
LGOV
First Tr ETF Iv Long Duration

ETFs
1.28K
+ 10.26%
$21.78 - $22.24 $28K - $28.6K
13.8K $301K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
612
+ 1.47%
$44.68 - $47.47 $27.3K - $29.1K
42.2K $1.98M
BGNE
Bei Gene, Ltd.

Healthcare
127
+ 5.36%
N/A
2.5K $566K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
255
+ 16.48%
$136.54 - $144.07 $34.8K - $36.7K
1.8K $247K
SYF
Synchrony Financial

Financial Services
289
+ 9.78%
$68.02 - $75.49 $19.7K - $21.8K
3.24K $237K
CSX
Csx Corp

Industrials
1.24K
+ 4.85%
$34.88 - $36.67 $43.2K - $45.4K
26.8K $935K
DUK
Duke Energy Corp

Utilities
44
+ 0.29%
$121.57 - $129.03 $5.35K - $5.68K
15.3K $1.92M
BDX
Becton Dickinson & CO

Healthcare
95
+ 3.96%
$176.39 - $193.93 $16.8K - $18.4K
2.49K $475K
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.09%
$56.5 - $60.52 $1.13K - $1.21K
22.9K $1.34M
VTC
Vanguard Scottsdale Fds Total

ETFs
656
+ 1.82%
$77.69 - $79.16 $51K - $51.9K
36.8K $2.86M
SYK
Stryker Corp

Healthcare
208
+ 4.02%
$353.81 - $388.35 $73.6K - $80.8K
5.39K $1.94M
UGI
Ugi Corp

Utilities
478
+ 7.91%
$31.75 - $34.96 $15.2K - $16.7K
6.52K $227K
TDG
Trans Digm Group Inc

Industrials
6
+ 0.8%
$1237.71 - $1359.3 $7.43K - $8.16K
754 $1.01M
CBOE
Cboe Global Markets, Inc.

Financial Services
22
+ 1.48%
$232.68 - $260.88 $5.12K - $5.74K
1.51K $389K
HPQ
Hp Inc

Technology
2.05K
+ 21.47%
$24.53 - $28.61 $50.3K - $58.6K
11.6K $284K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
1.47K
+ 2.45%
$21.19 - $21.51 $31.1K - $31.5K
61.3K $1.3M
KR
Kroger CO

Consumer Defensive
469
+ 4.75%
$63.15 - $69.15 $29.6K - $32.4K
10.3K $689K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.03%
$454.87 - $482.76 $455 - $483
2.89K $1.36M
FSIG
First Tr ETF Iv LTD Duration I
1.23K
+ 8.44%
$19.18 - $19.31 $23.6K - $23.8K
15.8K $303K
NBIX
Neurocrine Biosciences Inc

Healthcare
78
+ 3.11%
$136.63 - $154.8 $10.7K - $12.1K
2.59K $375K
SHOP
Shopify Inc.

Technology
306
+ 3.67%
$146.04 - $179.01 $44.7K - $54.8K
8.65K $1.26M
RS
Reliance Steel & Aluminum CO

Basic Materials
119
+ 13.97%
$269.23 - $285.6 $32K - $34K
971 $262K
DCI
Donaldson CO Inc

Industrials
118
+ 3.55%
$79.88 - $88.21 $9.43K - $10.4K
3.44K $294K
GNW
Genworth Financial Inc

Financial Services
3.14K
+ 25.25%
$8.32 - $8.94 $26.1K - $28.1K
15.6K $132K
UNM
Unum Group

Financial Services
323
+ 7.12%
$72.93 - $79.42 $23.6K - $25.7K
4.86K $373K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
149
+ 1.35%
$66.27 - $69.46 $9.87K - $10.3K
11.2K $773K
SAN
Banco Santander, S.A.

Financial Services
1.53K
+ 8.96%
$9.65 - $11.03 $14.7K - $16.8K
18.6K $199K
GWRE
Guidewire Software, Inc.

Technology
126
+ 11.06%
$215.32 - $254.23 $27.1K - $32K
1.27K $281K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
440
+ 2.37%
$52.76 - $53.18 $23.2K - $23.4K
19K $1M
AGNC
Agnc Investment Corp.

Real Estate
1.42K
+ 12.1%
$9.88 - $10.34 $14K - $14.7K
13.2K $133K
SPYG
Spdr Portfolio

ETFs
128
+ 0.66%
$102.4 - $109.39 $13.1K - $14K
19.6K $2.06M
ABC
Amerisourcebergen Corp

Healthcare
100
+ 4.18%
N/A
2.49K $461K
BOH
Bank Of Hawaii Corp

Financial Services
206
+ 1.28%
$59.82 - $66.61 $12.3K - $13.7K
16.3K $1.08M
HISF
First Tr Exc Traded Fd Iv High

ETFs
391
+ 1.44%
$45.1 - $45.58 $17.6K - $17.8K
27.6K $1.25M
NU
Nu Holdings Ltd.

Financial Services
1.39K
+ 6.86%
$14.73 - $16.39 $20.5K - $22.8K
21.7K $342K
VCIT
Vanguard Intermediate Term Cor

ETFs
674
+ 0.98%
$83.45 - $84.82 $56.2K - $57.2K
69.4K $5.8M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
91
+ 1.51%
$36.51 - $41.12 $3.32K - $3.74K
6.12K $238K
STT
State Street Corp

Financial Services
117
+ 2.74%
$111.0 - $121.11 $13K - $14.2K
4.39K $512K
SCHR
Schwab Intermediate Term Us Tr

ETFs
731
+ 0.87%
$25.03 - $25.34 $18.3K - $18.5K
84.4K $2.12M
ETR
Entergy Corp

Utilities
91
+ 2.26%
$93.4 - $97.65 $8.5K - $8.89K
4.11K $390K
IXUS
Ishares Tr

ETFs
119
+ 3.32%
$81.21 - $85.27 $9.66K - $10.1K
3.7K $312K
HAS
Hasbro, Inc.

Consumer Cyclical
110
+ 3.07%
$70.95 - $79.13 $7.8K - $8.7K
3.69K $286K
ALC
Alcon Inc

Healthcare
48
+ 1.36%
$72.05 - $79.44 $3.46K - $3.81K
3.59K $278K
NMR
Nomura Holdings Inc

Financial Services
1.77K
+ 9.26%
$6.73 - $7.39 $11.9K - $13.1K
20.9K $154K
LYG
Lloyds Banking Group PLC

Financial Services
165
+ 0.35%
$4.42 - $5.03 $729 - $830
47K $226K
L
Loews Corp

Financial Services
35
+ 1.35%
$97.8 - $104.41 $3.42K - $3.65K
2.63K $274K
GTO
Invesco Actively Managed ETF T

ETFs
316
+ 2.61%
$47.44 - $47.93 $15K - $15.1K
12.4K $589K
UITB
Usaa ETF Tr Core Intermediate

ETFs
307
+ 3.87%
$47.38 - $47.93 $14.5K - $14.7K
8.23K $390K
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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