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
GS
Goldman Sachs Group Inc

Financial Services
643
New
$524.81 - $672.19 $337K - $432K
643 $351K
XLY
Select Sector Spdr Consumer Di

ETFs
2.42K
+ 49.23%
$192.6 - $233.2 $466K - $564K
7.33K $1.45M
LEN
Lennar Corp

Consumer Cyclical
2.96K
New
$113.93 - $141.54 $337K - $419K
2.96K $339K
NVS
Novartis Ag

Healthcare
3.03K
New
$97.14 - $115.57 $294K - $350K
3.03K $337K
COST
Costco Wholesale Corp

Consumer Defensive
238
+ 6.3%
$890.62 - $1076.86 $212K - $256K
4.02K $3.8M
BA
Boeing CO

Industrials
2.05K
+ 85.35%
$148.15 - $186.25 $304K - $382K
4.45K $759K
IEF
Ishares Barclays

ETFs
3.5K
New
$91.17 - $95.39 $319K - $334K
3.5K $333K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.47K
+ 51.43%
$80.53 - $147.57 $119K - $218K
4.34K $573K
MUB
Ishares National Muni Bond ETF

ETFs
3.11K
New
$104.71 - $107.69 $326K - $335K
3.11K $327K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.49K
+ 43.97%
$32.74 - $36.2 $278K - $307K
27.8K $971K
NVO
Novo Nordisk A S

Healthcare
4.67K
New
$69.3 - $90.95 $324K - $425K
4.67K $324K
SPOT
Spotify Technology S.A.

Communication Services
589
New
$457.79 - $648.32 $270K - $382K
589 $323K
VEA
Vanguard Ftse Developed Market

ETFs
2.63K
+ 4.2%
$47.4 - $52.99 $125K - $139K
65.3K $3.32M
ADSK
Autodesk, Inc.

Technology
1.31K
New
N/A
1.31K $321K
MSTR
Microstrategy Inc

Technology
1.14K
+ 19.54%
$239.27 - $396.5 $272K - $451K
6.96K $2.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.58K
+ 31.56%
$182.82 - $196.21 $289K - $310K
6.59K $1.24M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6K
New
$50.44 - $50.7 $303K - $304K
6K $304K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.3K
+ 3.72%
$128.74 - $138.67 $168K - $181K
36.3K $4.93M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
12.4K
+ 91.34%
$24.88 - $26.85 $308K - $332K
25.9K $654K
PM
Philip Morris International Inc.

Consumer Defensive
1.88K
New
$117.15 - $158.79 $220K - $298K
1.88K $298K
LLY
Eli Lilly & CO

Healthcare
254
+ 16.31%
$725.72 - $929.72 $184K - $236K
1.81K $1.5M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.94K
+ 62.87%
$46.38 - $52.65 $322K - $365K
18K $839K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.65K
+ 23.47%
$75.32 - $84.77 $200K - $225K
14K $1.14M
CCI
Crown Castle International Corp

Real Estate
2.57K
New
$84.33 - $106.39 $216K - $273K
2.57K $267K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
6.05K
New
$39.53 - $46.13 $239K - $279K
6.05K $266K
MEAR
Blackrock Short Maturity Munic

ETFs
5.25K
New
$49.97 - $50.36 $262K - $264K
5.25K $263K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.11K
New
$48.43 - $49.9 $248K - $255K
5.11K $255K
ORCL
Oracle Corp

Technology
2.99K
+ 48.51%
$139.81 - $186.47 $418K - $557K
9.15K $1.28M
PH
Parker Hannifin Corp

Industrials
414
New
$591.65 - $707.05 $245K - $293K
414 $251K
SBUX
Starbucks Corp

Consumer Cyclical
2.07K
+ 32.11%
$91.75 - $115.81 $190K - $240K
8.53K $836K
TXN
Texas Instruments Inc

Technology
1.27K
+ 73.36%
N/A
3.01K $584K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4K
+ 9.08%
$33.84 - $37.77 $135K - $151K
48K $1.75M
BSX
Boston Scientific Corp

Healthcare
2.36K
New
$89.38 - $106.18 $211K - $250K
2.36K $237K
XOM
Exxon Mobil Corp

Energy
934
+ 8.54%
$105.44 - $118.93 $98.5K - $111K
11.9K $1.41M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.93K
New
$120.29 - $134.6 $232K - $260K
1.93K $235K
KRMA
Global X Fds Global X Consciou

ETFs
7.47K
+ 30.24%
$36.76 - $40.63 $275K - $304K
32.2K $1.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.4K
+ 20.74%
$360.07 - $417.26 $502K - $582K
8.12K $2.93M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.22K
New
$97.25 - $104.79 $215K - $232K
2.22K $229K
FXI
Ishares Tr

ETFs
6.38K
New
$28.65 - $38.55 $183K - $246K
6.38K $228K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.1K
+ 20.35%
$16.18 - $17.82 $213K - $234K
77.7K $1.3M
NKE
Nike, Inc.

Consumer Cyclical
3.59K
New
$63.29 - $81.72 $227K - $293K
3.59K $227K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.71K
New
$81.83 - $82.73 $222K - $224K
2.71K $224K
KIE
Spdr S&P Insurance ETF

ETFs
3.7K
New
$54.24 - $60.81 $201K - $225K
3.7K $223K
ECL
Ecolab Inc.

Basic Materials
875
New
$229.72 - $269.82 $201K - $236K
875 $221K
MDT
Medtronic PLC

Healthcare
2.44K
New
$79.84 - $94.5 $195K - $231K
2.44K $219K
VTV
Vanguard Value ETF

ETFs
473
+ 1.2%
$167.73 - $179.21 $79.3K - $84.8K
40K $6.91M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.53K
New
$46.15 - $63.53 $163K - $224K
3.53K $216K
PSX
Phillips 66

Energy
1.75K
New
$113.93 - $131.55 $199K - $230K
1.75K $215K
PSC
Principal ETF U.S. Small Cap M

ETFs
4.4K
New
$47.13 - $54.5 $207K - $240K
4.4K $213K
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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