Perigon Wealth Management, LLC Sells in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RJF
Raymond James Financial Inc

Financial Services
-77
- 5.2%
$158.05 - $167.64 $12.2K - $12.9K
1.4K $222K
VST
Vistra Corp.

Utilities
-3
- 0.2%
$171.56 - $210.85 $515 - $633
1.5K $261K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-987
- 9.61%
$42.26 - $44.28 $41.7K - $43.7K
9.29K $406K
DRI
Darden Restaurants Inc

Consumer Cyclical
-21
- 1.24%
$171.59 - $193.49 $3.6K - $4.06K
1.67K $289K
BBSC
Jp Morgan Exc Trd Tr Betabuild
-247
- 3.78%
$71.92 - $76.71 $17.8K - $18.9K
6.3K $453K
MDT
Medtronic PLC

Healthcare
-529
- 2.88%
$90.06 - $98.43 $47.6K - $52.1K
17.8K $1.72M
NRG
Nrg Energy, Inc.

Utilities
-354
- 4.43%
$160.42 - $178.5 $56.8K - $63.2K
7.64K $1.26M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-129
- 5.3%
$87.55 - $103.98 $11.3K - $13.4K
2.31K $207K
BST
Black Rock Science & Technology Trust

Financial Services
-557
- 8.14%
$39.95 - $44.07 $22.3K - $24.5K
6.29K $251K
STZ
Constellation Brands, Inc.

Consumer Defensive
-80
- 2.13%
$127.65 - $142.97 $10.2K - $11.4K
3.67K $474K
PANW
Palo Alto Networks Inc

Technology
-383
- 1.3%
$204.77 - $221.38 $78.4K - $84.8K
29.1K $5.98M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-626
- 10.29%
$46.68 - $48.34 $29.2K - $30.3K
5.46K $259K
IFRA
Ishares Tr

ETFs
-511
- 10.43%
$52.02 - $54.04 $26.6K - $27.6K
4.39K $228K
WABC
Westamerica Bancorporation

Financial Services
-176
- 1.61%
$45.31 - $49.97 $7.97K - $8.79K
10.8K $516K
HSIC
Henry Schein Inc

Healthcare
-808
- 13.86%
$62.03 - $73.34 $50.1K - $59.3K
5.02K $358K
WEC
Wec Energy Group, Inc.

Utilities
-145
- 3.85%
$110.61 - $117.5 $16K - $17K
3.62K $402K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-204
- 2.68%
$53.45 - $56.94 $10.9K - $11.6K
7.4K $395K
BRX
Brixmor Property Group Inc.

Real Estate
-1.29K
- 3.09%
N/A
40.4K $917K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-423
- 3.21%
$72.21 - $75.0 $30.5K - $31.7K
12.7K $935K
AIG
American International Group, Inc.

Financial Services
-290
- 4.41%
$76.15 - $84.05 $22.1K - $24.4K
6.29K $488K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-185
- 7.71%
$100.68 - $106.15 $18.6K - $19.6K
2.22K $223K
BR
Broadridge Financial Solutions, Inc.

Technology
-65
- 5.69%
$217.49 - $236.9 $14.1K - $15.4K
1.08K $243K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-1.39K
- 8.36%
$22.45 - $23.63 $31.1K - $32.8K
15.2K $353K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-148
- 11.06%
$256.75 - $275.06 $38K - $40.7K
1.19K $320K
SPFF
Global X Superincome Preferred

ETFs
-1.68K
- 1.42%
$9.1 - $9.35 $15.3K - $15.7K
116K $1.06M
VONV
Vanguard Russell 1000 Value Et

ETFs
-581
- 1.1%
$87.55 - $91.32 $50.9K - $53.1K
52.1K $4.68M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.02%
$136.84 - $145.3 $137 - $145
4.25K $581K
THC
Tenet Healthcare Corp

Healthcare
-19
- 0.92%
$189.58 - $216.17 $3.6K - $4.11K
2.05K $395K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-841
- 6.68%
$28.79 - $29.13 $24.2K - $24.5K
11.8K $339K
IWN
Ishares Russell2000 Val ETF

ETFs
-80
- 2.06%
$172.34 - $181.51 $13.8K - $14.5K
3.8K $662K
ON
On Semiconductor Corp

Technology
-263
- 5.97%
$45.74 - $55.08 $12K - $14.5K
4.15K $194K
FISV
Fiserv Inc

Technology
-174
- 4.42%
N/A
3.76K $470K
ROCK
Gibraltar Industries, Inc.

Industrials
-49
- 1.06%
$59.0 - $74.58 $2.89K - $3.65K
4.58K $270K
DBA
Invesco Db Agriculture Fund

ETFs
-122
- 0.49%
$26.09 - $26.96 $3.18K - $3.29K
24.7K $645K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.04K
- 4.1%
$37.0 - $39.93 $38.6K - $41.7K
24.4K $948K
WPC
W. P. Carey Inc.

Real Estate
-299
- 2.3%
$65.26 - $69.2 $19.5K - $20.7K
12.7K $860K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-146
- 0.46%
$18.93 - $19.55 $2.76K - $2.85K
31.4K $594K
TDIV
First Trust Nasdaq Technology

ETFs
-124
- 5.25%
$96.0 - $102.5 $11.9K - $12.7K
2.24K $214K
IVT
Inven Trust Properties Corp.

Real Estate
-420
- 3.69%
$27.24 - $28.92 $11.4K - $12.1K
11K $308K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-473
- 1.27%
$29.23 - $29.39 $13.8K - $13.9K
36.9K $1.08M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-371
- 5.89%
$81.05 - $87.12 $30.1K - $32.3K
5.93K $507K
BYND
Beyond Meat, Inc.

Consumer Defensive
-4.61K
- 31.38%
$0.52 - $3.62 $2.4K - $16.7K
10.1K $10K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-137
- 1.46%
$100.33 - $100.69 $13.7K - $13.8K
9.22K $926K
HTZ
Hertz Global Holdings, Inc

Industrials
-284
- 2.38%
$4.94 - $6.77 $1.4K - $1.92K
11.6K $65K
WULF
Terawulf Inc.

Financial Services
-1.2K
- 10.61%
$11.39 - $16.1 $13.7K - $19.3K
10.1K $117K
HYG
Ishares Tr

ETFs
-73
- 0.8%
$79.95 - $81.28 $5.84K - $5.93K
9.05K $726K
ROKU
Roku, Inc

Communication Services
-129
- 4.37%
$92.02 - $108.63 $11.9K - $14K
2.82K $281K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-179
- 1.88%
$51.77 - $52.69 $9.27K - $9.43K
9.35K $483K
HYD
Vaneck High Yield Muni ETF

ETFs
-219
- 1.77%
$50.62 - $51.21 $11.1K - $11.2K
12.2K $616K
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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