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
STX
Seagate Technology Holdings PLC

Technology
1.63K
New
$66.54 - $144.33 $108K - $235K
1.63K $234K
RIOT
Riot Blockchain, Inc.

Technology
20.8K
New
$6.29 - $11.3 $131K - $234K
20.8K $234K
IWM
Ishares Russell 2000 ETF

ETFs
535
+ 7.72%
$174.82 - $215.79 $93.5K - $115K
7.47K $1.61M
XT
Ishares Tr Exponential Technol

ETFs
3.46K
New
$49.86 - $65.25 $173K - $226K
3.46K $225K
VST
Vistra Corp.

Utilities
1.16K
New
$98.07 - $195.04 $114K - $226K
1.16K $224K
APH
Amphenol Corp

Technology
2.27K
New
$59.09 - $98.75 $134K - $224K
2.27K $224K
GTLB
Gitlab Inc.

Technology
4.95K
New
$40.52 - $53.43 $201K - $265K
4.95K $223K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.31K
New
$53.69 - $67.27 $178K - $222K
3.31K $222K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.46K
+ 75.43%
$108.12 - $135.04 $157K - $196K
3.38K $456K
IYF
Ishares Tr

ETFs
1.82K
New
$99.23 - $120.99 $180K - $220K
1.82K $220K
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.11K
New
$37.86 - $43.29 $194K - $221K
5.11K $216K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.03%
$108.06 - $135.3 $540 - $677
15.9K $2.16M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.5K
New
$60.61 - $87.72 $151K - $219K
2.5K $211K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.66K
New
$101.97 - $126.75 $170K - $211K
1.66K $210K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.38K
New
$118.81 - $151.28 $164K - $209K
1.38K $209K
ISRG
Intuitive Surgical Inc

Healthcare
166
+ 6.86%
$451.58 - $565.94 $75K - $93.9K
2.59K $1.41M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.41K
New
$73.19 - $85.21 $177K - $206K
2.41K $205K
VFH
Vanguard Financial ETF

ETFs
1.6K
New
$104.87 - $127.3 $167K - $203K
1.6K $203K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.42K
New
$73.26 - $84.19 $177K - $203K
2.42K $203K
WDC
Western Digital Corp

Technology
3.17K
New
$30.54 - $63.99 $96.9K - $203K
3.17K $202K
SE
Sea LTD

Consumer Cyclical
1.26K
New
$105.57 - $170.4 $132K - $214K
1.26K $200K
ORCC
Owl Rock Capital Corp

Financial Services
14.8K
+ 3.67%
N/A
419K $5.62M
SMR
Nuscale Power Corp

Industrials
4.8K
New
$12.6 - $43.24 $60.5K - $208K
4.8K $189K
GLD
Spdr Gold Trust

ETFs
252
+ 3.75%
$273.71 - $316.29 $69K - $79.7K
6.97K $2.12M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
4.53K
+ 91.82%
$40.39 - $41.46 $183K - $188K
9.46K $390K
WMT
Walmart Inc.

Consumer Defensive
225
+ 1.4%
$81.79 - $99.98 $18.4K - $22.5K
16.3K $1.59M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.43K
+ 7.45%
$47.24 - $58.55 $67.7K - $83.9K
20.7K $1.21M
SQ
Block, Inc.

Technology
3.17K
New
N/A
3.17K $181K
CSCO
Cisco Systems, Inc.

Technology
504
+ 2.67%
$53.19 - $69.38 $26.8K - $35K
19.4K $1.34M
UBER
Uber Technologies, Inc

Technology
252
+ 3.33%
$64.62 - $93.3 $16.3K - $23.5K
7.83K $730K
BAC
Bank Of America Corp

Financial Services
723
+ 2.83%
$34.39 - $47.46 $24.9K - $34.3K
26.3K $1.24M
FTHI
First Trust Exchange Traded Fd

ETFs
2.66K
+ 2.39%
$19.66 - $22.85 $52.2K - $60.7K
114K $2.6M
WFC
Wells Fargo & Company

Financial Services
1.05K
+ 10.43%
$60.98 - $80.12 $63.8K - $83.8K
11.1K $887K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
353
+ 2.47%
$68.32 - $85.57 $24.1K - $30.2K
14.6K $1.25M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
872
+ 3.14%
$30.87 - $39.17 $26.9K - $34.2K
28.7K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.12K
+ 15.57%
$57.41 - $74.81 $64.3K - $83.8K
8.32K $617K
INTU
Intuit Inc

Technology
57
+ 9.61%
$544.07 - $787.63 $31K - $44.9K
650 $511K
ADI
Analog Devices Inc

Technology
103
+ 3.07%
$164.6 - $238.02 $17K - $24.5K
3.46K $823K
AXP
American Express CO

Financial Services
81
+ 3.9%
$231.39 - $318.98 $18.7K - $25.8K
2.16K $688K
BCAT
Black Rock Capital Allocation Trust

ETFs
6.16K
+ 12.98%
$13.2 - $15.27 $81.4K - $94.1K
53.7K $812K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
271
+ 1.94%
$73.02 - $90.22 $19.8K - $24.4K
14.2K $1.27M
V
Visa Inc.

Financial Services
260
+ 3.42%
$308.27 - $373.31 $80.2K - $97.1K
7.87K $2.79M
MU
Micron Technology Inc

Technology
70
+ 2.16%
$64.72 - $127.91 $4.53K - $8.95K
3.31K $407K
HON
Honeywell International Inc

Industrials
384
+ 22.39%
$182.86 - $232.88 $70.2K - $89.4K
2.1K $488K
CYBR
Cyber Ark Software Ltd.

Technology
300
New
$305.98 - $406.88 $91.8K - $122K
300 $122K
PM
Philip Morris International Inc.

Consumer Defensive
413
+ 21.99%
$149.23 - $184.95 $61.6K - $76.4K
2.29K $417K
ABT
Abbott Laboratories

Healthcare
734
+ 28.48%
$123.95 - $138.08 $91K - $101K
3.31K $450K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.98K
+ 5.49%
$16.93 - $17.81 $84.3K - $88.7K
95.7K $1.7M
ILCV
Ishares Morningstar Value ETF

ETFs
1.15K
+ 21.83%
$72.16 - $83.39 $82.7K - $95.6K
6.4K $533K
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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