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
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-8.04K
- 20.45%
$25.44 - $25.56 $205K - $206K
31.3K $797K
CRM
Salesforce, Inc.

Technology
-866
- 1.8%
$235.69 - $263.41 $204K - $228K
47.3K $11.2M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-4.72K
- 28.28%
$39.84 - $41.63 $188K - $197K
12K $484K
ITM
Vaneck Intermediate Muni ETF

ETFs
-4.34K
- 21.22%
$46.53 - $47.21 $202K - $205K
16.1K $756K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.65K
- 7.8%
$52.49 - $56.37 $139K - $150K
31.4K $1.74M
PCAR
Paccar Inc

Industrials
-1.86K
- 30.04%
$93.0 - $101.08 $173K - $188K
4.33K $414K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-7.59K
- 7.92%
$46.44 - $50.36 $352K - $382K
88.2K $4.36M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-407
- 34.4%
$423.47 - $491.22 $172K - $200K
776 $348K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.63K
- 6.35%
$55.63 - $58.98 $258K - $273K
68.3K $4M
VT
Vanguard Total World Stk Index

ETFs
-1.85K
- 3.8%
$135.16 - $141.78 $250K - $262K
46.8K $6.51M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-760
- 2.3%
$110.02 - $115.23 $83.6K - $87.6K
32.2K $3.57M
EVX
Vaneck ETF Tr Environmental Se

ETFs
-2.53K
- 5.31%
$36.65 - $39.44 $92.8K - $99.9K
45.1K $1.68M
NFG
National Fuel Gas CO

Energy
-1.45K
- 28.76%
$77.99 - $92.46 $113K - $134K
3.58K $290K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-8.25K
- 8.31%
$67.07 - $73.01 $553K - $602K
91.1K $6.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.24K
- 8.2%
$55.57 - $63.17 $68.7K - $78.1K
13.9K $769K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.34K
- 19.93%
$52.21 - $52.72 $174K - $176K
13.4K $704K
GWW
W.W. Grainger, Inc.

Industrials
-102
- 3.53%
$926.21 - $979.0 $94.5K - $99.9K
2.79K $2.58M
MSI
Motorola Solutions, Inc.

Technology
-202
- 16.85%
$379.98 - $462.26 $76.8K - $93.4K
997 $378K
TMUS
T Mobile Us, Inc.

Communication Services
-383
- 10.7%
$201.01 - $233.26 $77K - $89.3K
3.2K $689K
MCHP
Microchip Technology Inc

Technology
-1.81K
- 28.89%
$53.48 - $67.52 $97K - $122K
4.47K $238K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.08K
- 17.82%
$94.37 - $113.5 $102K - $122K
4.97K $517K
DG
Dollar General Corp

Consumer Defensive
-1.61K
- 16.8%
$95.94 - $106.44 $154K - $171K
7.95K $829K
AJG
Arthur J. Gallagher & Co.

Financial Services
-284
- 17.22%
$242.98 - $310.48 $69K - $88.2K
1.37K $352K
EME
Emcor Group, Inc.

Industrials
-211
- 23.44%
$618.96 - $777.0 $131K - $164K
689 $427K
VIG
Vanguard Dividend Appreciation

ETFs
-844
- 1.29%
N/A
64.7K $11.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.73K
- 20.28%
$53.68 - $54.54 $147K - $149K
10.7K $577K
VRSN
Verisign Inc

Technology
-336
- 13.65%
$232.82 - $275.44 $78.2K - $92.5K
2.13K $537K
OVV
Ovintiv Inc.

Energy
-3.52K
- 34.92%
$35.97 - $40.53 $127K - $143K
6.57K $257K
ZS
Zscaler, Inc.

Technology
-495
- 27.48%
$292.75 - $336.27 $145K - $166K
1.31K $391K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.8K
- 1.69%
$49.98 - $50.59 $190K - $192K
220K $11.1M
CSGP
Costar Group, Inc.

Real Estate
-658
- 10.86%
$67.23 - $84.8 $44.2K - $55.8K
5.4K $367K
EA
Electronic Arts Inc.

Communication Services
-698
- 27.93%
$199.89 - $202.0 $140K - $141K
1.8K $361K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.62K
- 3.47%
$54.74 - $57.0 $88.4K - $92.1K
44.9K $2.49M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-997
- 4.13%
$137.47 - $143.13 $137K - $143K
23.2K $3.27M
IAK
Ishares Tr

ETFs
-1K
- 34.04%
$125.37 - $135.96 $125K - $136K
1.94K $258K
CPRT
Copart Inc

Consumer Cyclical
-2.38K
- 28.55%
$39.98 - $45.76 $95.3K - $109K
5.97K $245K
EMR
Emerson Electric CO

Industrials
-396
- 1.79%
$126.01 - $140.03 $49.9K - $55.5K
21.7K $2.76M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.88K
- 5.33%
$25.68 - $26.95 $151K - $158K
104K $2.77M
DHI
Horton D R Inc

Consumer Cyclical
-92
- 2.18%
$142.43 - $174.95 $13.1K - $16.1K
4.12K $586K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-901
- 1.79%
$161.21 - $171.97 $145K - $155K
49.6K $8.18M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.6K
- 16.37%
$68.28 - $84.44 $109K - $135K
8.15K $620K
BNL
Broadstone Net Lease, Inc.

Real Estate
-8.29K
- 12.15%
$17.75 - $18.83 $147K - $156K
59.9K $1.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.25K
- 32.25%
$81.8 - $90.01 $102K - $113K
2.63K $221K
XLP
Consumer Staples Sector Spdr

ETFs
-1.56K
- 19.37%
N/A
6.5K $494K
AVUS
American Centy ETF Tr Avantis

ETFs
-1.37K
- 1.72%
$105.96 - $111.17 $145K - $153K
78.2K $8.53M
DELL
Dell Technologies Inc.

Technology
-567
- 10.96%
$133.76 - $164.88 $75.8K - $93.5K
4.61K $616K
BPOP
Popular, Inc.

Financial Services
-756
- 29.54%
$109.24 - $127.05 $82.6K - $96K
1.8K $208K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-499
- 23.81%
$178.0 - $193.2 $88.8K - $96.4K
1.6K $284K
PGR
Progressive Corp

Financial Services
-38
- 0.78%
$203.7 - $246.46 $7.74K - $9.37K
4.83K $1.09M
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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