Perennial Advisors, LLC Reduced Holdings in Q1 2025

Perennial Advisors, LLC

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
-2.77K
- 2.41%
$108.17 - $167.07 $300K - $463K
112K $13M
AAPL
Apple Inc.

Technology
-1.8K
- 1.43%
$209.68 - $247.1 $378K - $445K
124K $27.5M
NVDA
Nvidia Corp

Technology
-1.58K
- 1.1%
$106.98 - $149.43 $169K - $236K
142K $15.3M
AXP
American Express CO

Financial Services
-1.43K
- 2.87%
$255.39 - $325.87 $366K - $467K
48.5K $13.1M
APH
Amphenol Corp

Technology
-1.61K
- 0.88%
$61.62 - $78.55 $99.2K - $126K
182K $11.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.64K
- 26.01%
$64.88 - $72.1 $431K - $479K
18.9K $1.23M
VGSH
Vanguard

ETFs
-7.18K
- 50.75%
$58.07 - $58.69 $417K - $421K
6.97K $408K
HD
Home Depot, Inc.

Consumer Cyclical
-242
- 1.68%
$347.25 - $424.87 $84K - $103K
14.2K $5.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.4K
- 31.26%
$49.69 - $50.76 $268K - $274K
11.9K $592K
FISV
Fiserv Inc

Technology
-1.95K
- 2.6%
N/A
72.9K $9.13M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.58K
- 5.68%
$50.72 - $50.92 $232K - $233K
76K $3.86M
STGW
Stagwell Inc

Communication Services
-15.8K
- 33.16%
$5.93 - $6.75 $93.4K - $106K
31.8K $188K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.64K
- 8.77%
$21.23 - $23.75 $56K - $62.7K
27.5K $588K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.02K
- 3.77%
$49.25 - $50.66 $50.2K - $51.7K
26.1K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
-484
- 3.53%
$890.62 - $1076.86 $431K - $521K
13.2K $12.5M
CMCSA
Comcast Corp

Communication Services
-336
- 2.36%
$33.19 - $38.23 $11.2K - $12.8K
13.9K $512K
Lam Research Corp
-525
- 2.0%
N/A
25.7K $0
Ishares Bitcoin Trust ETF
-5.18K
- 43.4%
N/A
6.76K $0
WFC
Wells Fargo & Company

Financial Services
-147
- 1.43%
$66.78 - $81.42 $9.82K - $12K
10.1K $726K
JPM
Jpmorgan Chase & CO

Financial Services
-1.05K
- 1.83%
$225.19 - $279.95 $236K - $293K
56.1K $13.8M
FAST
Fastenal CO

Industrials
-625
- 1.56%
$71.11 - $79.98 $44.4K - $50K
39.5K $3.06M
MA
Mastercard Inc

Financial Services
-162
- 0.63%
$504.67 - $576.31 $81.8K - $93.4K
25.6K $14M
VZ
Verizon Communications Inc

Communication Services
-2.52K
- 2.28%
$37.81 - $46.49 $95.2K - $117K
108K $4.89M
MDT
Medtronic PLC

Healthcare
-878
- 1.46%
$79.84 - $94.5 $70.1K - $83K
59.4K $5.34M
JNJ
Johnson & Johnson

Healthcare
-1.73K
- 3.36%
$142.06 - $167.7 $246K - $290K
49.8K $8.26M
V
Visa Inc.

Financial Services
-369
- 0.96%
$306.92 - $362.71 $113K - $134K
38.2K $13.4M
GLD
Spdr Gold Trust

ETFs
-700
- 1.58%
$243.19 - $288.14 $170K - $202K
43.6K $12.6M
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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