Perennial Advisors, LLC Sells in Q2 2025

Perennial Advisors, LLC

  • $531 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.73K
- 2.2%
$172.42 - $223.89 $470K - $610K
121K $24.9M
AMGN
Amgen Inc

Healthcare
-293
- 1.49%
$262.28 - $309.85 $76.8K - $90.8K
19.4K $5.41M
JNJ
Johnson & Johnson

Healthcare
-18
- 0.04%
$146.36 - $159.82 $2.63K - $2.88K
49.8K $7.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11.3K
- 5.92%
$50.36 - $50.68 $569K - $572K
180K $9.1M
AWK
American Water Works Company, Inc.

Utilities
-40
- 0.09%
$133.82 - $151.96 $5.35K - $6.08K
44.7K $6.22M
VZ
Verizon Communications Inc

Communication Services
-2.09K
- 1.94%
$41.67 - $45.62 $87.1K - $95.3K
106K $4.58M
MA
Mastercard Inc

Financial Services
-1.18K
- 4.6%
$479.92 - $590.74 $566K - $696K
24.4K $13.7M
MDT
Medtronic PLC

Healthcare
-822
- 1.38%
$80.68 - $88.86 $66.3K - $73K
58.6K $5.11M
V
Visa Inc.

Financial Services
-1.13K
- 2.96%
$308.27 - $373.31 $348K - $421K
37K $13.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.34K
- 4.39%
$50.52 - $50.92 $169K - $170K
72.7K $3.7M
CVX
Chevron Corp

Energy
-89
- 1.72%
$133.73 - $168.51 $11.9K - $15K
5.1K $729K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.22K
- 1.36%
$50.1 - $51.02 $111K - $113K
161K $8.21M
EXP
Eagle Materials Inc

Basic Materials
-25
- 0.48%
$193.68 - $241.95 $4.84K - $6.05K
5.14K $1.04M
CMCSA
Comcast Corp

Communication Services
-1.88K
- 13.56%
$32.84 - $36.72 $61.9K - $69.2K
12K $428K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.78K
- 1.44%
$29.0 - $30.68 $51.7K - $54.7K
122K $3.73M
DEO
Diageo PLC

Consumer Defensive
-169
- 1.45%
$99.86 - $115.75 $16.9K - $19.6K
11.5K $1.16M
STGW
Stagwell Inc

Communication Services
-1.75K
- 5.51%
$4.16 - $6.02 $7.28K - $10.5K
30K $135K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-3.23K
- 2.83%
$20.12 - $21.0 $65K - $67.8K
111K $2.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1K
- 11.3%
$24.32 - $27.87 $24.3K - $27.9K
7.85K $208K
ADBE
Adobe Inc.

Technology
-155
- 1.49%
$340.0 - $420.68 $52.7K - $65.2K
10.2K $3.95M
GATX
Gatx Corp

Industrials
-50
- 0.83%
$141.27 - $159.24 $7.06K - $7.96K
5.98K $917K
ROP
Roper Technologies Inc

Industrials
-5
- 0.76%
$519.19 - $590.78 $2.6K - $2.95K
656 $371K
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 0.36%
$335.24 - $380.78 $17.1K - $19.4K
14.1K $5.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-769
- 0.95%
$77.94 - $79.5 $59.9K - $61.1K
79.8K $6.34M
MMM
3 M CO

Industrials
-81
- 5.29%
$126.09 - $154.15 $10.2K - $12.5K
1.45K $220K
LMT
Lockheed Martin Corp

Industrials
-18
- 3.55%
$430.82 - $486.45 $7.75K - $8.76K
489 $226K
Lam Research Corp
-1.05K
- 4.09%
N/A
24.7K $0
Blackrock Inc
-45
- 17.18%
N/A
217 $0
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.75%
$276.76 - $326.81 $2.77K - $3.27K
1.33K $410K
CRM
Salesforce, Inc.

Technology
-4
- 0.2%
$236.26 - $291.15 $945 - $1.16K
2.02K $551K
XLF
Financial Sector Spdr

ETFs
-200
- 2.78%
$43.92 - $52.37 $8.78K - $10.5K
7K $366K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.98%
$320.42 - $421.7 $3.2K - $4.22K
1.01K $426K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-272
- 0.99%
$19.1 - $23.83 $5.2K - $6.48K
27.2K $647K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 2.9%
$4164.15 - $5789.24 $8.33K - $11.6K
67 $387K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.16%
$456.74 - $568.03 $1.37K - $1.7K
1.88K $1.07M
EL
Estee Lauder Companies Inc

Consumer Defensive
-134
- 1.36%
$50.06 - $80.8 $6.71K - $10.8K
9.69K $783K
LEA
Lear Corp

Consumer Cyclical
-523
- 1.54%
$75.18 - $95.54 $39.3K - $50K
33.5K $3.18M
GOOGL
Alphabet Inc.

Communication Services
-41
- 0.44%
$144.7 - $178.6 $5.93K - $7.32K
9.38K $1.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-53
- 1.07%
$416.06 - $551.64 $22.1K - $29.2K
4.89K $2.7M
NVS
Novartis Ag

Healthcare
-71
- 0.17%
$101.96 - $121.01 $7.24K - $8.59K
41.9K $5.08M
VTI
Vanguard Total Stock Market Et

ETFs
-423
- 2.38%
$243.75 - $303.93 $103K - $129K
17.4K $5.28M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 0.19%
$908.13 - $1056.85 $22.7K - $26.4K
13.2K $13.1M
GLD
Spdr Gold Trust

ETFs
-510
- 1.17%
$273.71 - $316.29 $140K - $161K
43.1K $13.1M
CSCO
Cisco Systems, Inc.

Technology
-398
- 0.3%
$53.19 - $69.38 $21.2K - $27.6K
130K $9.03M
GOOG
Alphabet Inc.

Communication Services
-720
- 0.79%
$146.58 - $180.01 $106K - $130K
90.4K $16M
KKR
Kkr & Co. Inc.

Financial Services
-420
- 0.37%
$92.79 - $134.29 $39K - $56.4K
112K $14.9M
AXP
American Express CO

Financial Services
-14
- 0.03%
$231.39 - $318.98 $3.24K - $4.47K
48.5K $15.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-322
- 0.37%
$167.32 - $223.3 $53.9K - $71.9K
85.9K $18.8M
JPM
Jpmorgan Chase & CO

Financial Services
-106
- 0.19%
$210.28 - $289.91 $22.3K - $30.7K
56K $16.2M
Activity Summary
Buys All Purchases 50 New Holdings 14 Increased Positions 36 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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