Perigon Wealth Management, LLC Reduced Holdings in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
-115
- 0.89%
$34.69 - $82.16 $3.99K - $9.45K
12.8K $508K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.8K
- 7.41%
$52.54 - $55.77 $566K - $601K
135K $7.38M
EQR
Equity Residential

Real Estate
-774
- 0.93%
$58.7 - $64.1 $45.4K - $49.6K
82.6K $4.91M
CI
Cigna Corp

Healthcare
-997
- 8.52%
$244.41 - $311.0 $244K - $310K
10.7K $2.9M
FAST
Fastenal CO

Industrials
-3.13K
- 8.28%
$40.45 - $48.17 $126K - $151K
34.6K $1.4M
AZO
Autozone Inc

Consumer Cyclical
-64
- 14.32%
$3576.14 - $4253.71 $229K - $272K
383 $1.48M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.36K
- 8.44%
$78.65 - $79.19 $422K - $425K
58.2K $4.58M
COIN
Coinbase Global, Inc.

Technology
-194
- 2.82%
$283.14 - $387.27 $54.9K - $75.1K
6.69K $1.9M
FLO
Flowers Foods Inc

Consumer Defensive
-29.1K
- 59.49%
$11.37 - $13.16 $330K - $382K
19.8K $225K
RBLX
Roblox Corp

Communication Services
-2.1K
- 40.38%
$101.27 - $138.56 $213K - $291K
3.11K $317K
MELI
Mercadolibre Inc

Consumer Cyclical
-42
- 4.13%
$2024.98 - $2360.76 $85K - $99.2K
975 $2M
GBIL
Goldman Sachs Access Treasury

ETFs
-3.64K
- 5.57%
$99.91 - $100.24 $363K - $365K
61.7K $6.18M
GRMN
Garmin LTD

Technology
-1.15K
- 40.11%
$194.13 - $259.77 $222K - $298K
1.71K $332K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-919
- 7.77%
$178.37 - $198.46 $164K - $182K
10.9K $2.01M
XLB
Select Sector Spdr Fd Material

ETFs
-3.68K
- 30.01%
$84.72 - $89.9 $311K - $330K
8.57K $743K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.5K
- 6.85%
$26.44 - $27.53 $330K - $344K
170K $4.62M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.29K
- 3.48%
$95.19 - $100.66 $218K - $231K
63.6K $6.2M
CHTR
Charter Communications, Inc.

Communication Services
-273
- 6.8%
$201.84 - $282.74 $55.1K - $77.2K
3.74K $754K
NSC
Norfolk Southern Corp

Industrials
-329
- 2.13%
$279.53 - $300.15 $92K - $98.7K
15.1K $4.3M
VEEV
Veeva Systems Inc

Healthcare
-1.12K
- 29.63%
$283.73 - $306.22 $319K - $344K
2.67K $783K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.17K
- 2.35%
$74.09 - $75.1 $309K - $313K
173K $12.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.82K
- 8.26%
$199.44 - $208.01 $363K - $378K
20.2K $4.14M
PM
Philip Morris International Inc.

Consumer Defensive
-1.13K
- 6.92%
$144.33 - $160.86 $163K - $182K
15.2K $2.33M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.34K
- 3.41%
$43.97 - $46.55 $191K - $202K
123K $5.45M
ABT
Abbott Laboratories

Healthcare
-244
- 0.33%
$123.62 - $134.59 $30.2K - $32.8K
73.4K $9.55M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-13
- 0.29%
$252.87 - $320.26 $3.29K - $4.16K
4.42K $1.12M
NKE
Nike, Inc.

Consumer Cyclical
-1.42K
- 4.32%
$60.8 - $74.57 $86.6K - $106K
31.6K $1.99M
EFV
Msci Eafe Value ETF

ETFs
-16.9K
- 4.63%
$66.73 - $70.99 $1.13M - $1.2M
348K $24.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-5.78K
- 12.72%
$49.78 - $50.16 $288K - $290K
39.6K $1.98M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.01K
- 17.1%
$117.6 - $129.07 $236K - $259K
9.74K $1.15M
ARW
Arrow Electronics Inc

Technology
-1.44K
- 15.07%
$108.16 - $125.34 $156K - $181K
8.12K $878K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.63K
- 0.49%
$49.98 - $50.22 $81.4K - $81.8K
328K $16.4M
WMB
Williams Companies, Inc.

Energy
-3.27K
- 10.74%
$56.51 - $64.48 $185K - $211K
27.1K $1.66M
VO
Vanguard Mid Cap ETF

ETFs
-411
- 1.89%
$286.27 - $296.23 $118K - $122K
21.4K $6.13M
RE
Everest Re Group LTD

Financial Services
-717
- 40.83%
N/A
1.04K $385K
HOOD
Robinhood Markets, Inc.

Technology
-453
- 4.5%
$121.53 - $152.46 $55.1K - $69.1K
9.62K $1.18M
ITW
Illinois Tool Works Inc

Industrials
-453
- 5.26%
$242.03 - $260.73 $110K - $118K
8.17K $1.99M
XLF
Financial Sector Spdr

ETFs
-2.21K
- 2.39%
$51.76 - $53.77 $114K - $119K
90.5K $4.75M
KMI
Kinder Morgan, Inc.

Energy
-7.94K
- 24.93%
$25.84 - $28.46 $205K - $226K
23.9K $656K
PFE
Pfizer Inc

Healthcare
-7.24K
- 4.82%
$24.23 - $27.37 $175K - $198K
143K $3.59M
MGM
Mgm Resorts International

Consumer Cyclical
-6.5K
- 50.93%
$30.72 - $34.75 $200K - $226K
6.26K $203K
SHW
Sherwin Williams CO

Basic Materials
-392
- 5.35%
$330.74 - $354.45 $130K - $139K
6.93K $2.3M
DOCS
Doximity, Inc.

Healthcare
-645
- 8.53%
$47.07 - $73.53 $30.4K - $47.4K
6.92K $325K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.86K
- 13.18%
$75.19 - $77.98 $215K - $223K
18.8K $1.44M
PL
Planet Labs Pbc

Industrials
-166
- 0.12%
$11.4 - $15.68 $1.89K - $2.6K
141K $1.61M
TPR
Tapestry, Inc.

Consumer Cyclical
-1.71K
- 44.0%
$98.81 - $117.14 $169K - $200K
2.18K $220K
IONQ
Ion Q, Inc.

Technology
-693
- 5.44%
$45.4 - $82.09 $31.5K - $56.9K
12K $567K
VBK
Vanguard Small Cap Growth ETF

ETFs
-393
- 2.43%
$291.71 - $309.36 $115K - $122K
15.8K $4.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
-724
- 42.02%
$237.56 - $271.47 $172K - $197K
999 $259K
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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