Perennial Investment Advisors, LLC Purchases in Q2 2025

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
341
+ 3.51%
$210.28 - $289.91 $71.7K - $98.9K
10.1K $2.92M
GM
General Motors CO

Consumer Cyclical
10.6K
New
$42.48 - $50.46 $450K - $534K
10.6K $521K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
337
+ 4.6%
$141.37 - $228.57 $47.6K - $77K
7.66K $1.74M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
19K
+ 73.47%
$24.61 - $25.89 $468K - $493K
44.9K $1.16M
ISCG
Ishares Morningstar Small Cap

ETFs
7.58K
+ 33.39%
$39.44 - $49.76 $299K - $377K
30.3K $1.51M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.1K
+ 31.93%
$32.0 - $39.87 $323K - $402K
41.7K $1.66M
AMD
Advanced Micro Devices Inc

Technology
1.78K
+ 31.41%
$78.21 - $143.81 $140K - $257K
7.46K $1.06M
LVHI
Franklin International Low Vol

ETFs
14.1K
+ 26.69%
$28.91 - $33.28 $409K - $471K
67.2K $2.19M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.86K
+ 5.16%
$35.35 - $42.68 $207K - $250K
119K $5.09M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.26K
New
$99.1 - $99.49 $422K - $424K
4.26K $423K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
14.3K
+ 3.27%
$6.66 - $8.12 $95K - $116K
451K $3.66M
GLDM
World Gold Trust

ETFs
5.41K
+ 34.26%
$58.96 - $67.97 $319K - $368K
21.2K $1.39M
URA
Global X Uranium ETF

ETFs
5.35K
+ 44.99%
$20.26 - $38.81 $108K - $208K
17.2K $669K
MEAR
Blackrock Short Maturity Munic

ETFs
7.77K
+ 148.1%
$49.74 - $50.27 $387K - $391K
13K $654K
HGER
Harbor ETF Tr All Weather Infl
14.2K
+ 10.87%
$22.13 - $25.39 $314K - $361K
145K $3.52M
HYG
Ishares Tr

ETFs
4.35K
+ 29.1%
$75.75 - $80.65 $330K - $351K
19.3K $1.56M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
340
+ 8.86%
$179.95 - $278.88 $61.2K - $94.8K
4.18K $1.16M
IBM
International Business Machines Corp

Technology
296
+ 5.61%
$221.03 - $294.78 $65.4K - $87.3K
5.57K $1.64M
AXON
Axon Enterprise, Inc.

Industrials
101
+ 12.36%
$497.13 - $827.94 $50.2K - $83.6K
918 $760K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.44K
+ 6.39%
$45.88 - $54.4 $158K - $187K
57.3K $3.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
82
+ 1.57%
$456.74 - $568.03 $37.5K - $46.6K
5.3K $3.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.26K
+ 6.79%
$32.66 - $40.75 $107K - $133K
51.3K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 3.73%
$908.13 - $1056.85 $136K - $159K
4.17K $4.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.83K
+ 21.61%
$100.35 - $100.71 $284K - $285K
15.9K $1.6M
CWS
Advisorshares Tr Advisorshares

ETFs
4.05K
New
$59.37 - $70.0 $240K - $283K
4.05K $283K
FSS
Federal Signal Corp

Industrials
2.67K
New
$69.23 - $106.42 $184K - $284K
2.67K $283K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.34K
New
$71.28 - $83.74 $238K - $280K
3.34K $279K
GE
General Electric CO

Industrials
49
+ 1.06%
$166.81 - $257.39 $8.17K - $12.6K
4.67K $1.2M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.79K
New
$39.43 - $49.34 $228K - $286K
5.79K $273K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.35K
+ 14.7%
$105.23 - $109.61 $247K - $258K
18.3K $2.01M
FDN
First Tr Fd Dow Jones

ETFs
435
+ 13.79%
$200.29 - $269.33 $87.1K - $117K
3.59K $966K
YUM
Yum Brands Inc

Consumer Cyclical
1.79K
New
$138.36 - $161.45 $248K - $289K
1.79K $265K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.57K
New
$100.44 - $129.37 $258K - $333K
2.57K $264K
NOW
Service Now, Inc.

Technology
253
New
$721.65 - $1040.18 $183K - $263K
253 $260K
SAP
Sap Se

Technology
852
New
$237.53 - $309.8 $202K - $264K
852 $259K
GS
Goldman Sachs Group Inc

Financial Services
220
+ 34.21%
$462.22 - $707.75 $102K - $156K
863 $610K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
302
+ 3.33%
$113.67 - $150.4 $34.3K - $45.4K
9.38K $1.41M
DE
Deere & CO

Industrials
506
New
$412.99 - $531.48 $209K - $269K
506 $257K
CAT
Caterpillar Inc

Industrials
475
+ 38.81%
$273.94 - $388.21 $130K - $184K
1.7K $659K
COF
Capital One Financial Corp

Financial Services
1.2K
New
$150.57 - $212.76 $181K - $255K
1.2K $255K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.7K
New
$22.4 - $23.8 $239K - $254K
10.7K $254K
URI
United Rentals, Inc.

Industrials
324
New
$551.94 - $753.4 $179K - $244K
324 $244K
HWM
Howmet Aerospace Inc.

Industrials
1.31K
New
$112.33 - $186.13 $147K - $244K
1.31K $243K
NDAQ
Nasdaq, Inc.

Financial Services
2.72K
New
$66.4 - $89.42 $180K - $243K
2.72K $242K
HOLX
Hologic Inc

Healthcare
3.7K
New
$52.73 - $65.22 $195K - $241K
3.7K $240K
RWL
Invesco Exchange Traded Fd Tr

ETFs
338
+ 0.83%
$89.02 - $104.29 $30.1K - $35.3K
41.3K $4.31M
EFV
Msci Eafe Value ETF

ETFs
3.03K
+ 31.27%
$52.4 - $64.65 $159K - $196K
12.7K $808K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.59K
New
$38.81 - $44.28 $217K - $247K
5.59K $237K
AMT
American Tower Corp

Real Estate
1.07K
New
$203.96 - $228.19 $219K - $245K
1.07K $236K
Activity Summary
Buys All Purchases 286 New Holdings 53 Increased Positions 233 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 20 Puts 0
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