Perennial Investment Advisors, LLC Purchases in Q1 2025

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
182K
+ 127.58%
$65.27 - $71.18 $11.9M - $13M
325K $21.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
73.5K
+ 1335.07%
$85.29 - $92.57 $6.27M - $6.8M
79K $7.19M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
116K
+ 55.07%
$48.06 - $53.73 $5.58M - $6.24M
327K $16M
IWY
Ishares Tr Russell 200 Growth

ETFs
30.5K
+ 44.32%
$210.19 - $243.33 $6.4M - $7.41M
99.2K $20.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
82.9K
+ 12.34%
$49.78 - $53.19 $4.13M - $4.41M
755K $38.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
67.3K
+ 73.67%
$54.25 - $57.64 $3.65M - $3.88M
159K $8.75M
HGER
Harbor ETF Tr All Weather Infl
131K
New
$22.23 - $24.05 $2.9M - $3.14M
131K $3.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
20.9K
+ 27.96%
$168.16 - $186.21 $3.52M - $3.9M
95.9K $16.4M
NEAR
Blackrock Short Maturity Bond

ETFs
59.3K
New
$50.4 - $50.89 $2.99M - $3.02M
59.3K $3.02M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
111K
+ 26.39%
$24.5 - $24.95 $2.71M - $2.76M
530K $13.1M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
13.4K
+ 6.56%
$152.57 - $163.66 $2.04M - $2.19M
217K $34M
CGGR
Capital Group Growth ETF Shs C

ETFs
65.2K
+ 331.77%
$33.98 - $39.84 $2.21M - $2.6M
84.8K $2.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
637
+ 2.98%
$442.66 - $534.52 $282K - $340K
22K $11.7M
IAU
Ishares Gold Trust

ETFs
24.8K
+ 91.95%
$49.74 - $58.96 $1.23M - $1.46M
51.8K $3.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29.8K
+ 32.27%
$64.88 - $72.1 $1.94M - $2.15M
122K $8.04M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.25K
+ 56.45%
$196.12 - $229.48 $1.62M - $1.89M
22.9K $4.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.54K
+ 15.05%
$551.42 - $612.93 $1.95M - $2.17M
27.1K $15.1M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
52K
+ 390.86%
N/A
65.3K $1.66M
IYW
Ishares Dj Us Tech ETF

ETFs
23.4K
+ 21.0%
$140.44 - $166.79 $3.28M - $3.9M
135K $18.9M
CGGO
Capital Group Global Growth Eq

ETFs
41.6K
+ 152.32%
$28.33 - $30.84 $1.18M - $1.28M
68.9K $1.95M
CGCP
Capital Group Core Plus Income

ETFs
48.6K
New
$21.94 - $22.64 $1.07M - $1.1M
48.6K $1.09M
NFLX
Netflix Inc

Communication Services
1.01K
+ 58.25%
$828.4 - $1058.6 $839K - $1.07M
2.75K $2.57M
META
Meta Platforms, Inc.

Communication Services
1.88K
+ 24.51%
$576.36 - $736.67 $1.08M - $1.39M
9.55K $5.51M
EUSB
Ishares Tr Esg Advanced Total

Technology
22.3K
+ 139.88%
$42.05 - $43.43 $937K - $968K
38.2K $1.66M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
14K
New
$61.9 - $66.89 $865K - $935K
14K $887K
XSMO
Invesco S&P Smallcap Momentum

ETFs
13.4K
New
$59.97 - $70.03 $805K - $940K
13.4K $842K
CGUS
Capital Group Core Equity ETF
24.5K
+ 66.22%
$33.08 - $36.62 $810K - $897K
61.5K $2.05M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.47K
+ 147.82%
N/A
14.2K $1.22M
V
Visa Inc.

Financial Services
1.29K
+ 20.5%
$306.92 - $362.71 $397K - $469K
7.61K $2.67M
FTHI
First Trust Exchange Traded Fd

ETFs
35.5K
+ 46.92%
$21.62 - $23.74 $767K - $842K
111K $2.43M
GLDM
World Gold Trust

ETFs
6.88K
+ 77.1%
$52.19 - $61.89 $359K - $426K
15.8K $978K
PLTR
Palantir Technologies Inc.

Technology
1.83K
+ 4.99%
$64.98 - $124.62 $119K - $228K
38.5K $3.25M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.1K
+ 8.97%
$53.6 - $58.97 $704K - $774K
159K $8.73M
DGRO
Ishares Core Dividend Growth E

ETFs
7.17K
+ 25.33%
$60.46 - $64.42 $433K - $462K
35.5K $2.19M
LNG
Cheniere Energy, Inc.

Energy
1.96K
New
$209.32 - $253.66 $409K - $496K
1.96K $452K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.88K
+ 32.03%
$105.1 - $109.61 $408K - $425K
16K $1.74M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
8.74K
+ 83.34%
$52.53 - $58.51 $459K - $511K
19.2K $1.03M
KKR
Kkr & Co. Inc.

Financial Services
3.77K
New
$108.17 - $167.07 $407K - $629K
3.77K $435K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.25K
+ 48.08%
$100.34 - $100.68 $426K - $427K
13.1K $1.32M
AXON
Axon Enterprise, Inc.

Industrials
817
New
$496.65 - $710.01 $406K - $580K
817 $429K
KO
Coca Cola CO

Consumer Defensive
172
+ 0.39%
$60.81 - $72.32 $10.5K - $12.4K
43.9K $3.15M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
15K
+ 6.96%
$96.88 - $111.25 $1.45M - $1.67M
230K $23M
MS
Morgan Stanley

Financial Services
3.72K
+ 176.55%
$111.68 - $141.08 $415K - $525K
5.83K $679K
WDAY
Workday, Inc.

Technology
1.69K
New
$233.53 - $277.82 $395K - $470K
1.69K $395K
XLI
Industrial Sector Spdr

ETFs
3K
+ 12.49%
$128.78 - $141.67 $386K - $425K
27K $3.54M
HYG
Ishares Tr

ETFs
4.69K
+ 45.75%
$78.51 - $80.11 $369K - $376K
15K $1.18M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.23K
+ 161.71%
$302.31 - $337.54 $372K - $415K
1.99K $610K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
630
+ 102.77%
$402.49 - $513.76 $254K - $324K
1.24K $602K
FPE
First Tr Pfd Secs & Income ETF

ETFs
20.6K
+ 29.32%
$17.53 - $17.87 $361K - $368K
90.7K $1.6M
Activity Summary
Buys All Purchases 295 New Holdings 55 Increased Positions 240 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 10 Puts 1
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