Perennial Advisors, LLC Incresed Positions in Q1 2025

Perennial Advisors, LLC

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
6.71K
+ 171.16%
$576.36 - $736.67 $3.87M - $4.94M
10.6K $6.13M
AWK
American Water Works Company, Inc.

Utilities
3.07K
+ 7.35%
$121.01 - $149.31 $371K - $458K
44.8K $6.61M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.81K
+ 14.34%
$283.24 - $338.07 $1.08M - $1.29M
30.3K $8.95M
AMGN
Amgen Inc

Healthcare
530
+ 2.77%
$258.59 - $327.36 $137K - $174K
19.7K $6.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.69K
+ 13.71%
$56.12 - $68.15 $488K - $592K
72.1K $4.89M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.6K
+ 11.3%
$50.87 - $51.09 $843K - $847K
163K $8.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.7K
+ 8.94%
$50.39 - $50.66 $789K - $793K
191K $9.66M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.22K
+ 39.72%
$81.83 - $82.73 $754K - $762K
32.4K $2.68M
ZTS
Zoetis Inc.

Healthcare
4.3K
+ 18.69%
$156.48 - $175.67 $673K - $756K
27.3K $4.5M
AMAT
Applied Materials Inc

Technology
6.89K
+ 45.93%
$145.06 - $195.51 $999K - $1.35M
21.9K $3.18M
MCD
Mcdonalds Corp

Consumer Cyclical
229
+ 0.86%
$279.74 - $321.29 $64.1K - $73.6K
26.9K $8.42M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.45K
+ 10.19%
$77.7 - $78.94 $579K - $588K
80.6K $6.36M
TJX
Tjx Companies Inc

Consumer Cyclical
4.89K
+ 19.07%
$112.81 - $126.16 $552K - $617K
30.5K $3.72M
SBUX
Starbucks Corp

Consumer Cyclical
1.74K
+ 3.38%
$91.75 - $115.81 $159K - $201K
53K $5.18M
UNP
Union Pacific Corp

Industrials
668
+ 1.92%
$225.21 - $254.42 $150K - $170K
35.5K $8.38M
CSCO
Cisco Systems, Inc.

Technology
1.65K
+ 1.28%
$58.74 - $64.87 $96.9K - $107K
131K $8.05M
ARCC
Ares Capital Corp

Financial Services
16.4K
+ 8.56%
$21.28 - $23.81 $348K - $389K
207K $4.6M
NKE
Nike, Inc.

Consumer Cyclical
9.72K
+ 46.4%
$63.29 - $81.72 $615K - $794K
30.7K $1.95M
GD
General Dynamics Corp

Industrials
384
+ 1.58%
$241.94 - $272.58 $92.9K - $105K
24.7K $6.74M
XYL
Xylem Inc.

Industrials
1.04K
+ 2.15%
$114.02 - $132.04 $118K - $137K
49.1K $5.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
985
+ 9.68%
$551.42 - $612.93 $543K - $604K
11.2K $6.25M
VEA
Vanguard Ftse Developed Market

ETFs
2.92K
+ 7.7%
$47.4 - $52.99 $138K - $155K
40.9K $2.09M
VTI
Vanguard Total Stock Market Et

ETFs
1.92K
+ 12.11%
$271.18 - $303.12 $521K - $583K
17.8K $4.87M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.02K
+ 4.85%
$79.17 - $82.04 $160K - $166K
43.8K $3.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
814
+ 19.73%
$468.34 - $539.52 $381K - $439K
4.94K $2.32M
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
Track This Portfolio

Track Perennial Advisors, LLC Portfolio

Follow Perennial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email