Perennial Advisors, LLC Purchases in Q3 2025

Perennial Advisors, LLC

  • $572 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
148
+ 0.12%
$202.38 - $256.87 $30K - $38K
121K $30.9M
META
Meta Platforms, Inc.

Communication Services
3.61K
+ 28.32%
$695.21 - $791.73 $2.51M - $2.86M
16.4K $12M
MSFT
Microsoft Corp

Technology
107
+ 0.15%
$491.09 - $535.64 $52.5K - $57.3K
73.7K $38.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16K
+ 36.74%
$72.65 - $78.68 $1.16M - $1.25M
59.4K $4.65M
NYF
Ishares New York Muni Bond ETF

ETFs
25.1K
New
$51.6 - $53.44 $1.3M - $1.34M
25.1K $1.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
132
+ 0.83%
$404.94 - $499.99 $53.5K - $66K
16.1K $7.81M
XYL
Xylem Inc.

Industrials
135
+ 0.27%
$129.67 - $147.5 $17.5K - $19.9K
49.4K $7.29M
ASML
Asml Holding Nv

Technology
561
+ 33.06%
$689.63 - $968.09 $387K - $543K
2.26K $2.19M
TJX
Tjx Companies Inc

Consumer Cyclical
305
+ 0.99%
$121.35 - $144.54 $37K - $44.1K
31.2K $4.51M
AMAT
Applied Materials Inc

Technology
421
+ 1.91%
$156.25 - $204.95 $65.8K - $86.3K
22.5K $4.6M
MDT
Medtronic PLC

Healthcare
375
+ 0.64%
$87.67 - $95.74 $32.9K - $35.9K
59K $5.62M
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 0.24%
$303.93 - $329.86 $12.8K - $13.9K
17.4K $5.72M
USB
Us Bancorp \De\

Financial Services
2.23K
+ 2.19%
$43.94 - $50.41 $97.9K - $112K
104K $5.02M
IBM
International Business Machines Corp

Technology
1.46K
New
$234.77 - $292.47 $342K - $426K
1.46K $410K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.61K
+ 8.2%
$81.75 - $84.54 $295K - $305K
47.6K $4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.25K
+ 3.48%
$50.47 - $50.74 $315K - $317K
186K $9.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.77K
+ 11.08%
$82.38 - $83.0 $311K - $313K
37.8K $3.14M
VEA
Vanguard Ftse Developed Market

ETFs
3.17K
+ 7.46%
$56.02 - $60.3 $177K - $191K
45.6K $2.73M
BWXT
Bwx Technologies, Inc.

Industrials
1.28K
+ 83.92%
$136.45 - $184.37 $175K - $237K
2.81K $518K
FDX
Fedex Corp

Industrials
295
+ 1.11%
$217.1 - $243.2 $64K - $71.7K
26.8K $6.33M
PLTR
Palantir Technologies Inc.

Technology
1.53K
New
$130.68 - $186.97 $199K - $285K
1.53K $278K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
800
New
$224.68 - $282.71 $180K - $226K
800 $223K
SLV
I Shares Silver Trust

ETFs
4.93K
New
$32.73 - $42.5 $161K - $210K
4.93K $209K
EA
Electronic Arts Inc.

Communication Services
1.02K
New
$147.79 - $202.05 $151K - $206K
1.02K $205K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.21K
New
$87.29 - $93.61 $192K - $206K
2.21K $205K
IVE
Ishares S&P 500 Value ETF

ETFs
979
New
$194.44 - $206.51 $190K - $202K
979 $202K
AVGO
Broadcom Inc.

Technology
379
+ 34.45%
$264.74 - $369.57 $100K - $140K
1.48K $487K
TSLA
Tesla, Inc.

Consumer Cyclical
114
+ 13.24%
$293.94 - $444.72 $33.5K - $50.7K
975 $433K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.88K
+ 3.96%
$50.81 - $51.07 $146K - $147K
75.6K $3.86M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.06K
+ 0.87%
$30.67 - $32.13 $32.4K - $33.9K
123K $3.88M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.3K
+ 1.62%
$78.96 - $80.04 $102K - $104K
81.1K $6.48M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.5K
+ 41.67%
$68.95 - $75.02 $103K - $113K
5.1K $381K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.28K
+ 1.42%
$50.82 - $51.09 $116K - $117K
163K $8.34M
FISV
Fiserv Inc

Technology
997
+ 1.35%
N/A
74.6K $9.34M
AWK
American Water Works Company, Inc.

Utilities
858
+ 1.92%
$135.05 - $147.0 $116K - $126K
45.6K $6.35M
AMZN
Amazon Com Inc

Consumer Cyclical
463
+ 0.54%
$211.65 - $238.24 $98K - $110K
86.3K $19M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.9K
+ 4.42%
$20.84 - $21.03 $102K - $103K
116K $2.42M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
10K
New
$7.72 - $8.46 $77.4K - $84.8K
10K $77K
VXF
Vanguard Extended Market ETF

ETFs
21
+ 0.54%
$193.58 - $213.07 $4.07K - $4.47K
3.89K $815K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
57
+ 0.21%
$23.82 - $25.84 $1.36K - $1.47K
27.2K $700K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.03%
$77.05 - $85.16 $231 - $255
10.1K $848K
SHV
Ishares Tr

ETFs
332
+ 2.81%
$110.06 - $110.49 $36.5K - $36.7K
12.2K $1.34M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
400
+ 3.29%
$49.09 - $50.58 $19.6K - $20.2K
12.6K $634K
NKE
Nike, Inc.

Consumer Cyclical
1.03K
+ 3.19%
$69.24 - $79.24 $71.3K - $81.6K
33.4K $2.33M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
274
+ 5.46%
$100.37 - $100.74 $27.5K - $27.6K
5.29K $532K
XLF
Financial Sector Spdr

ETFs
300
+ 4.29%
$51.37 - $54.25 $15.4K - $16.3K
7.3K $393K
SPSB
Spdr Portfolio Short Term Corp

ETFs
175
+ 1.5%
$30.02 - $30.29 $5.25K - $5.3K
11.9K $359K
Blackrock Inc
1
+ 0.46%
N/A
218 $0
Churchill Cap Corp X
25K
New
N/A
25K $0
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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