Perennial Advisors, LLC Purchases in Q1 2025

Perennial Advisors, LLC

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
1.92K
New
$136.53 - $186.74 $262K - $358K
1.92K $267K
VTI
Vanguard Total Stock Market Et

ETFs
1.92K
+ 12.11%
$271.18 - $303.12 $521K - $583K
17.8K $4.87M
WMB
Williams Companies, Inc.

Energy
4.15K
New
$54.02 - $61.09 $224K - $253K
4.15K $247K
WFIG
Wisdomtree U.S. Corporate Bond

ETFs
5.39K
New
N/A
5.39K $245K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.85K
New
$27.01 - $28.54 $239K - $253K
8.85K $244K
PANW
Palo Alto Networks Inc

Technology
1.38K
New
$167.82 - $208.28 $232K - $287K
1.38K $235K
LMT
Lockheed Martin Corp

Industrials
507
New
$423.19 - $506.29 $215K - $257K
507 $226K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.02K
+ 4.85%
$79.17 - $82.04 $160K - $166K
43.8K $3.58M
MMM
3 M CO

Industrials
1.53K
New
$129.7 - $155.12 $199K - $238K
1.53K $224K
TSLA
Tesla, Inc.

Consumer Cyclical
861
New
$222.15 - $428.22 $191K - $369K
861 $223K
QQQ
Invesco Qqq Trust, Series 1

ETFs
814
+ 19.73%
$468.34 - $539.52 $381K - $439K
4.94K $2.32M
KMB
Kimberly Clark Corp

Consumer Defensive
1.46K
New
$124.46 - $147.4 $181K - $214K
1.46K $206K
Blackrock Inc
262
New
N/A
262 $0
LEA
Lear Corp

Consumer Cyclical
2.31K
+ 7.27%
$87.96 - $99.36 $203K - $229K
34K $3M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.91K
+ 1.57%
$30.73 - $32.26 $58.6K - $61.5K
123K $3.81M
DEO
Diageo PLC

Consumer Defensive
444
+ 3.96%
$104.79 - $126.12 $46.5K - $56K
11.7K $1.22M
USB
Us Bancorp \De\

Financial Services
7.24K
+ 7.83%
$40.92 - $50.9 $296K - $369K
99.7K $4.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
197
+ 1.27%
$497.6 - $606.74 $98K - $120K
15.7K $7.83M
DIS
Walt Disney CO

Communication Services
4.62K
+ 8.15%
$96.87 - $114.0 $447K - $526K
61.3K $6.05M
HON
Honeywell International Inc

Industrials
921
+ 2.19%
$202.75 - $226.52 $187K - $209K
42.9K $9.08M
ADBE
Adobe Inc.

Technology
345
+ 3.44%
$377.84 - $464.11 $130K - $160K
10.4K $3.98M
FDX
Fedex Corp

Industrials
362
+ 1.39%
$230.33 - $281.53 $83.4K - $102K
26.4K $6.44M
AMZN
Amazon Com Inc

Consumer Cyclical
742
+ 0.87%
$190.26 - $242.06 $141K - $180K
86.2K $16.4M
GOOG
Alphabet Inc.

Communication Services
747
+ 0.83%
$156.06 - $207.71 $117K - $155K
91.1K $14.2M
MSFT
Microsoft Corp

Technology
980
+ 1.31%
$375.39 - $447.2 $368K - $438K
75.9K $28.5M
Activity Summary
Buys All Purchases 76 New Holdings 38 Increased Positions 38 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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