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
BAC
Bank Of America Corp

Financial Services
1.67K
+ 6.97%
$39.61 - $47.74 $66K - $79.5K
25.6K $1.07M
JHMM
John Hancock Multifactor Mid C

ETFs
500
+ 10.18%
$55.69 - $63.12 $27.8K - $31.6K
5.41K $310K
NEE
Nextera Energy Inc

Utilities
272
+ 8.26%
$66.96 - $76.16 $18.2K - $20.7K
3.57K $252K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
55
+ 1.55%
$97.38 - $104.52 $5.36K - $5.75K
3.61K $368K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
321
+ 4.03%
$40.24 - $40.65 $12.9K - $13K
8.28K $336K
GOOGL
Alphabet Inc.

Communication Services
5.31K
+ 22.78%
$154.33 - $206.19 $819K - $1.09M
28.6K $4.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
147
+ 2.57%
$169.43 - $182.84 $24.9K - $26.9K
5.88K $1.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
139
+ 2.1%
$42.5 - $46.71 $5.91K - $6.49K
6.76K $305K
ARCC
Ares Capital Corp

Financial Services
166
+ 0.8%
$21.28 - $23.81 $3.53K - $3.95K
21K $466K
F
Ford Motor CO

Consumer Cyclical
588
+ 1.91%
$9.12 - $10.43 $5.36K - $6.13K
31.4K $314K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
775
+ 5.73%
$75.92 - $84.67 $58.8K - $65.6K
14.3K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.02%
$76.94 - $78.28 $76.9 - $78.3
4.93K $385K
CMF
Ishares California Muni Bond E

ETFs
167
+ 2.93%
$55.93 - $57.47 $9.34K - $9.6K
5.87K $330K
ETN
Eaton Corp PLC

Industrials
142
+ 23.47%
$271.83 - $371.23 $38.6K - $52.7K
747 $203K
WMT
Walmart Inc.

Consumer Defensive
489
+ 3.14%
$84.5 - $105.05 $41.3K - $51.4K
16.1K $1.41M
NRZ
New Residential Investment Corp.

Real Estate
222
+ 2.1%
N/A
10.8K $78K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4
+ 0.07%
$59.78 - $60.03 $239 - $240
5.91K $353K
IWS
Ishares Russell Midcap Value E

ETFs
154
+ 2.87%
$122.59 - $135.24 $18.9K - $20.8K
5.52K $694K
Arm Holdings PLC
621
+ 36.75%
N/A
2.31K $0
Blackrock ETF Trust Ii
22.7K
New
N/A
22.7K $0
Innovator Etfs Trust
15.6K
+ 195.0%
N/A
23.6K $0
Arista Networks Inc
590
+ 15.31%
N/A
4.44K $0
Blackrock ETF Trust Ii
4.37K
New
N/A
4.37K $0
Capital Group Conservative E
23.7K
New
N/A
23.7K $0
Capital Group New Geography
12.2K
+ 37.09%
N/A
45.1K $0
Capital Grp Fixed Incm ETF T
8.47K
New
N/A
8.47K $0
CGMS
Capital Grp Core Plus Income E
28.3K
+ 119.83%
N/A
51.9K $0
CGSD
Capital Grp Core Plus Income E
25.3K
New
N/A
25.3K $0
Super Micro Computer Inc
634
+ 9.1%
N/A
7.6K $0
Blackrock Inc
17
+ 3.1%
N/A
566 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
102
+ 1.53%
N/A
6.79K $0
Ishares Bitcoin Trust ETF
2.19K
+ 16.67%
N/A
15.3K $0
Microstrategy Inc
2.86K
New
N/A
2.86K $0
SFLR
Innovator Etfs Tr Equity Manag
24.7K
+ 29.71%
N/A
108K $0
FSCO
Fs Cr Opportunities Corp Com
257
+ 1.55%
N/A
16.8K $0
JGRO
J P Morgan Exchange Traded Fd
11.3K
+ 109.69%
N/A
21.6K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
14.1K
+ 136.45%
N/A
24.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
320
+ 6.39%
N/A
5.33K $0
Liberty Media Corp Del
2.39K
New
N/A
2.39K $0
FTSL
First Trust Senior Ln Fund

ETFs
20
+ 0.37%
$45.65 - $46.48 $913 - $930
5.36K $244K
URA
Global X Uranium ETF

ETFs
1.59K
+ 15.45%
$22.92 - $30.98 $36.5K - $49.3K
11.9K $272K
SRLN
Ssga Active Trust

ETFs
65
+ 0.71%
$41.02 - $41.99 $2.67K - $2.73K
9.16K $376K
FEX
First Tr Large Cap Core Alphde

ETFs
10
+ 0.33%
$99.27 - $109.89 $993 - $1.1K
3.02K $309K
FCAL
First Tr Iii Calif Mun High In

ETFs
5
+ 0.07%
$48.53 - $49.76 $243 - $249
6.79K $329K
RYLD
Global X Fds Russell 2000 Cove

ETFs
770
+ 4.12%
$14.93 - $16.85 $11.5K - $13K
19.4K $293K
ET
Energy Transfer LP

Energy
96
+ 0.69%
$17.26 - $21.08 $1.66K - $2.02K
14K $260K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4
+ 0.18%
$113.13 - $127.79 $453 - $511
2.22K $251K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.08%
$4295.4 - $5141.88 $8.59K - $10.3K
67 $308K
CAT
Caterpillar Inc

Industrials
72
+ 6.25%
$326.75 - $407.63 $23.5K - $29.3K
1.22K $403K
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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