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
SNOW
Snowflake Inc.

Technology
1.45K
New
$146.16 - $192.78 $212K - $279K
1.45K $211K
EOG
Eog Resources Inc

Energy
1.64K
New
$120.54 - $138.05 $197K - $226K
1.64K $209K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
329
New
$634.14 - $744.83 $209K - $245K
329 $208K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.08K
New
$98.43 - $98.88 $205K - $205K
2.08K $205K
UPS
United Parcel Service Inc

Industrials
1.87K
New
$109.66 - $136.26 $205K - $255K
1.87K $205K
GD
General Dynamics Corp

Industrials
751
New
$241.94 - $272.58 $182K - $205K
751 $204K
ELV
Elevance Health, Inc.

Healthcare
467
New
$365.9 - $436.25 $171K - $204K
467 $203K
DFAX
Dimensional ETF Tr
7.68K
New
$24.45 - $27.2 $188K - $209K
7.68K $201K
IBM
International Business Machines Corp

Technology
216
+ 4.27%
$217.4 - $264.74 $47K - $57.2K
5.27K $1.31M
XLC
Select Sector Spdr Tr Communic

ETFs
2.08K
+ 13.64%
$94.84 - $105.31 $198K - $219K
17.4K $1.67M
CRM
Salesforce, Inc.

Technology
1.73K
+ 42.0%
$268.36 - $359.95 $465K - $624K
5.86K $1.57M
ADI
Analog Devices Inc

Technology
1.07K
+ 46.79%
$201.56 - $243.82 $216K - $261K
3.36K $677K
GE
General Electric CO

Industrials
191
+ 4.31%
$168.59 - $212.13 $32.2K - $40.5K
4.62K $925K
AMGN
Amgen Inc

Healthcare
133
+ 4.87%
$258.59 - $327.36 $34.4K - $43.5K
2.87K $892K
IVE
Ishares S&P 500 Value ETF

ETFs
948
+ 15.43%
$185.78 - $198.58 $176K - $188K
7.09K $1.35M
XLE
Energy Sector Spdr

ETFs
651
+ 4.35%
$85.7 - $93.96 $55.8K - $61.2K
15.6K $1.46M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
436
+ 34.91%
$408.78 - $448.82 $178K - $196K
1.69K $707K
TMO
Thermo Fisher Scientific Inc.

Healthcare
391
+ 48.88%
$497.6 - $606.74 $195K - $237K
1.19K $592K
EFA
Ishares Tr Msci Eafe ETF

ETFs
678
+ 3.45%
$74.85 - $84.89 $50.7K - $57.6K
20.3K $1.66M
AIQ
Global X Funds Global X Artifi

ETFs
8.55K
+ 12.87%
$36.38 - $42.77 $311K - $366K
74.9K $2.73M
JPM
Jpmorgan Chase & CO

Financial Services
434
+ 4.67%
$225.19 - $279.95 $97.7K - $121K
9.72K $2.38M
ABBV
Abb Vie Inc.

Healthcare
142
+ 3.66%
$169.2 - $216.66 $24K - $30.8K
4.02K $843K
UBER
Uber Technologies, Inc

Technology
967
+ 14.63%
$63.17 - $81.49 $61.1K - $78.8K
7.58K $552K
CRWD
Crowd Strike Holdings, Inc.

Technology
324
+ 9.0%
$308.86 - $455.36 $100K - $148K
3.92K $1.38M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.14K
+ 8.26%
$68.32 - $75.06 $77.7K - $85.4K
14.9K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
500
+ 10.6%
$507.05 - $563.67 $254K - $282K
5.22K $2.68M
WBD
Warner Bros. Discovery, Inc.

Communication Services
12.6K
New
$9.47 - $11.46 $119K - $144K
12.6K $134K
ADBE
Adobe Inc.

Technology
532
+ 45.55%
$377.84 - $464.11 $201K - $247K
1.7K $652K
BCAT
Black Rock Capital Allocation Trust

ETFs
11.1K
+ 30.37%
$14.35 - $15.88 $159K - $176K
47.5K $683K
CMCSA
Comcast Corp

Communication Services
3.65K
+ 64.87%
$33.19 - $38.23 $121K - $140K
9.29K $342K
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 0.57%
$142.8 - $176.36 $4.28K - $5.29K
5.34K $920K
ISRG
Intuitive Surgical Inc

Healthcare
362
+ 17.58%
$476.63 - $610.45 $173K - $221K
2.42K $1.2M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11K
New
$11.17 - $11.61 $123K - $128K
11K $123K
CSCO
Cisco Systems, Inc.

Technology
1.27K
+ 7.24%
$58.74 - $64.87 $74.8K - $82.6K
18.9K $1.16M
ILCV
Ishares Morningstar Value ETF

ETFs
1.47K
+ 38.83%
$79.37 - $85.24 $117K - $125K
5.25K $427K
XLB
Select Sector Spdr Fd Material

ETFs
1.26K
+ 27.13%
$83.19 - $90.99 $105K - $115K
5.9K $507K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.08K
+ 7.2%
$48.31 - $49.23 $100K - $102K
31K $1.52M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.13K
+ 11.6%
$27.64 - $28.58 $86.4K - $89.3K
30.1K $859K
SITM
Sitime Corp

Technology
1.08K
+ 115.51%
$150.28 - $257.0 $162K - $278K
2.02K $308K
MELI
Mercadolibre Inc

Consumer Cyclical
31
+ 17.92%
$1739.0 - $2260.0 $53.9K - $70.1K
204 $397K
RTX
Raytheon Technologies Corp

Industrials
288
+ 7.37%
$114.1 - $135.66 $32.9K - $39.1K
4.2K $555K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
386
+ 2.84%
$87.68 - $94.52 $33.8K - $36.5K
14K $1.31M
IEMG
Ishares Inc

ETFs
1.87K
+ 6.11%
N/A
32.5K $1.74M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
758
+ 43.79%
$114.57 - $118.14 $86.8K - $89.6K
2.49K $294K
MMM
3 M CO

Industrials
132
+ 3.21%
$129.7 - $155.12 $17.1K - $20.5K
4.25K $623K
MA
Mastercard Inc

Financial Services
75
+ 3.35%
$504.67 - $576.31 $37.9K - $43.2K
2.31K $1.27M
AJG
Arthur J. Gallagher & Co.

Financial Services
76
+ 7.68%
$275.89 - $345.24 $21K - $26.2K
1.07K $368K
KLAC
Kla Corp

Technology
75
+ 11.38%
$636.62 - $777.63 $47.7K - $58.3K
734 $498K
SHOP
Shopify Inc.

Technology
2.18K
+ 18.59%
$90.59 - $129.31 $197K - $282K
13.9K $1.33M
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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