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
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.58K
+ 29.91%
$47.27 - $50.52 $74.6K - $79.7K
6.85K $334K
ASML
Asml Holding Nv

Technology
161
+ 18.42%
$662.63 - $776.99 $107K - $125K
1.04K $685K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.57K
+ 39.23%
$50.48 - $51.04 $79.2K - $80.1K
5.57K $282K
PLD
Prologis, Inc.

Real Estate
531
+ 20.05%
$103.59 - $124.04 $55K - $65.9K
3.18K $355K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.07K
+ 3.72%
$44.72 - $46.25 $47.9K - $49.5K
29.8K $1.37M
PAYX
Paychex Inc

Industrials
276
+ 12.23%
$136.06 - $154.52 $37.6K - $42.6K
2.53K $390K
QCOM
Qualcomm Inc

Technology
476
+ 12.9%
$151.94 - $175.86 $72.3K - $83.7K
4.17K $639K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.85K
+ 7.65%
$50.25 - $55.9 $143K - $159K
40.1K $2.06M
ABT
Abbott Laboratories

Healthcare
181
+ 7.55%
$111.1 - $140.22 $20.1K - $25.4K
2.58K $341K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.57K
+ 12.55%
$58.38 - $64.16 $91.5K - $101K
14.1K $833K
DKNG
Draft Kings Inc.

Consumer Cyclical
3.54K
+ 28.31%
$33.21 - $53.49 $118K - $189K
16K $532K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
480
+ 5.19%
$95.85 - $99.25 $46K - $47.6K
9.72K $961K
MCD
Mcdonalds Corp

Consumer Cyclical
102
+ 6.99%
$279.74 - $321.29 $28.5K - $32.8K
1.56K $487K
UNH
Unitedhealth Group Inc

Healthcare
30
+ 1.1%
$461.52 - $548.18 $13.8K - $16.4K
2.76K $1.45M
RACE
Ferrari N.V.

Consumer Cyclical
144
+ 13.9%
$413.73 - $508.15 $59.6K - $73.2K
1.18K $504K
WFC
Wells Fargo & Company

Financial Services
657
+ 7.01%
$66.78 - $81.42 $43.9K - $53.5K
10K $719K
BMY
Bristol Myers Squibb CO

Healthcare
616
+ 11.56%
$53.9 - $63.11 $33.2K - $38.9K
5.94K $362K
WM
Waste Management Inc

Industrials
66
+ 4.39%
$200.54 - $233.78 $13.2K - $15.4K
1.57K $363K
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.34%
$89.14 - $117.41 $891 - $1.17K
2.96K $331K
INTC
Intel Corp

Technology
584
+ 3.45%
$19.1 - $27.39 $11.2K - $16K
17.5K $397K
MU
Micron Technology Inc

Technology
571
+ 21.4%
$86.89 - $109.38 $49.6K - $62.5K
3.24K $281K
VNQ
Vanguard Specialized Funds Van

ETFs
495
+ 16.9%
$85.55 - $94.34 $42.3K - $46.7K
3.42K $310K
BND
Vanguard Bd Index Fd Inc Total

ETFs
314
+ 1.87%
$71.17 - $73.66 $22.3K - $23.1K
17.1K $1.25M
DUK
Duke Energy Corp

Utilities
129
+ 6.13%
$105.87 - $121.97 $13.7K - $15.7K
2.23K $272K
OUNZ
Van Eck Merk Gold Trust

ETFs
200
+ 2.42%
$25.41 - $30.14 $5.08K - $6.03K
8.48K $255K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.48K
+ 6.81%
$21.23 - $22.14 $31.4K - $32.7K
23.2K $511K
SYK
Stryker Corp

Healthcare
75
+ 7.71%
$355.18 - $399.9 $26.6K - $30K
1.05K $390K
ISCG
Ishares Morningstar Small Cap

ETFs
2.83K
+ 14.25%
$44.44 - $52.05 $126K - $147K
22.7K $1.02M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
781
+ 18.66%
$50.03 - $50.27 $39.1K - $39.3K
4.97K $248K
XLP
Consumer Staples Sector Spdr

ETFs
504
+ 17.25%
N/A
3.43K $260K
MBB
Ishares Tr

ETFs
103
+ 0.88%
$90.37 - $94.08 $9.31K - $9.69K
11.8K $1.1M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.4K
+ 3.28%
$10.55 - $11.13 $25.3K - $26.7K
75.6K $809K
SCHW
Schwab Charles Corp

Financial Services
219
+ 7.17%
$71.24 - $83.64 $15.6K - $18.3K
3.27K $256K
UNP
Union Pacific Corp

Industrials
58
+ 3.03%
$225.21 - $254.42 $13.1K - $14.8K
1.97K $465K
DHR
Danaher Corp

Healthcare
419
+ 17.88%
$201.62 - $250.59 $84.5K - $105K
2.76K $566K
TJX
Tjx Companies Inc

Consumer Cyclical
207
+ 4.45%
$112.81 - $126.16 $23.4K - $26.1K
4.86K $591K
PEP
Pepsico Inc

Consumer Defensive
335
+ 3.44%
$142.64 - $156.42 $47.8K - $52.4K
10.1K $1.51M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
337
+ 3.63%
$90.0 - $96.32 $30.3K - $32.5K
9.61K $886K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
2.1K
+ 2.89%
$9.26 - $9.48 $19.4K - $19.9K
74.7K $692K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1K
+ 7.69%
$25.44 - $25.58 $25.5K - $25.7K
14.1K $359K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
119
+ 0.47%
$38.99 - $40.37 $4.64K - $4.8K
25.6K $1.03M
SPIB
Spdr Portfolio Intermediate Te

ETFs
518
+ 2.67%
$32.5 - $33.3 $16.8K - $17.2K
19.9K $661K
AFL
Aflac Inc

Financial Services
28
+ 1.07%
$100.99 - $111.19 $2.83K - $3.11K
2.66K $295K
XLU
Utilities Sector Spdr

ETFs
152
+ 4.64%
$74.7 - $80.27 $11.4K - $12.2K
3.43K $270K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.13K
+ 17.46%
$32.49 - $37.99 $36.6K - $42.8K
7.57K $253K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
692
+ 11.03%
$95.53 - $112.45 $66.1K - $77.8K
6.97K $675K
FCX
Freeport Mcmoran Inc

Basic Materials
546
+ 8.35%
$34.5 - $43.01 $18.8K - $23.5K
7.09K $268K
SPGI
S&P Global Inc.

Financial Services
29
+ 7.2%
$478.26 - $543.77 $13.9K - $15.8K
432 $219K
DIS
Walt Disney CO

Communication Services
2.21K
+ 13.92%
$96.87 - $114.0 $214K - $252K
18.1K $1.78M
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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