Perennial Advisors, LLC New Holdings in Q1 2025

Perennial Advisors, LLC

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
33
New
$663000.0 - $801950.0 $21.9M - $26.5M
33 $26.3M
GOOGL
Alphabet Inc.

Communication Services
9.42K
New
$154.33 - $206.19 $1.45M - $1.94M
9.42K $1.45M
SHV
Ishares Tr

ETFs
10.7K
New
$110.11 - $110.51 $1.17M - $1.18M
10.7K $1.18M
EXP
Eagle Materials Inc

Basic Materials
5.17K
New
$207.49 - $262.13 $1.07M - $1.35M
5.17K $1.14M
ASML
Asml Holding Nv

Technology
1.59K
New
$662.63 - $776.99 $1.05M - $1.24M
1.59K $1.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.88K
New
$507.05 - $563.67 $953K - $1.06M
1.88K $960K
GATX
Gatx Corp

Industrials
6.03K
New
$149.94 - $167.38 $904K - $1.01M
6.03K $940K
CVX
Chevron Corp

Energy
5.18K
New
$146.71 - $167.97 $761K - $871K
5.18K $867K
KLAC
Kla Corp

Technology
1.2K
New
$636.62 - $777.63 $763K - $932K
1.2K $815K
VXF
Vanguard Extended Market ETF

ETFs
3.81K
New
$170.36 - $201.04 $650K - $767K
3.81K $659K
EL
Estee Lauder Companies Inc

Consumer Defensive
9.83K
New
$64.26 - $85.48 $632K - $840K
9.83K $648K
CRM
Salesforce, Inc.

Technology
2.03K
New
$268.36 - $359.95 $544K - $730K
2.03K $543K
TDG
Trans Digm Group Inc

Industrials
390
New
$1251.32 - $1394.11 $488K - $544K
390 $539K
NFLX
Netflix Inc

Communication Services
513
New
$828.4 - $1058.6 $425K - $543K
513 $478K
ETN
Eaton Corp PLC

Industrials
1.51K
New
$271.83 - $371.23 $412K - $562K
1.51K $411K
ADP
Automatic Data Processing Inc

Industrials
1.34K
New
$286.85 - $318.64 $384K - $427K
1.34K $409K
ROP
Roper Technologies Inc

Industrials
661
New
$502.71 - $593.81 $332K - $393K
661 $389K
VT
Vanguard Total World Stk Index

ETFs
3.36K
New
$115.08 - $123.97 $386K - $416K
3.36K $388K
MRK
Merck & Co., Inc.

Healthcare
4.12K
New
$83.01 - $101.02 $342K - $417K
4.12K $370K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
New
$360.07 - $417.26 $368K - $426K
1.02K $368K
BAC
Bank Of America Corp

Financial Services
8.64K
New
$39.61 - $47.74 $342K - $412K
8.64K $360K
XLF
Financial Sector Spdr

ETFs
7.2K
New
$47.32 - $52.19 $341K - $376K
7.2K $354K
PG
Procter & Gamble CO

Consumer Defensive
2.06K
New
$158.56 - $176.26 $327K - $363K
2.06K $351K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.47K
New
$47.79 - $59.89 $309K - $387K
6.47K $324K
BKNG
Booking Holdings Inc.

Consumer Cyclical
69
New
$4295.4 - $5141.88 $296K - $355K
69 $317K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.51K
New
$42.36 - $43.8 $276K - $285K
6.51K $281K
BX
Blackstone Inc.

Financial Services
1.92K
New
$136.53 - $186.74 $262K - $358K
1.92K $267K
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
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
VTOL
Bristow Group Inc.

Energy
7.03K
New
$31.02 - $38.02 $218K - $267K
7.03K $223K
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
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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