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
LMT
Lockheed Martin Corp

Industrials
43
+ 5.03%
$423.19 - $506.29 $18.2K - $21.8K
898 $401K
VO
Vanguard Mid Cap ETF

ETFs
86
+ 1.27%
$251.87 - $277.95 $21.7K - $23.9K
6.84K $1.77M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
16K
+ 29.28%
$0.6 - $1.22 $9.6K - $19.5K
70.7K $42K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.1%
$313.1 - $349.83 $313 - $350
1.05K $334K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.23K
+ 15.48%
$36.64 - $45.76 $155K - $194K
31.6K $1.18M
IRM
Iron Mountain Inc

Real Estate
291
+ 11.43%
$82.79 - $111.31 $24.1K - $32.4K
2.84K $244K
AMP
Ameriprise Financial Inc

Financial Services
7
+ 1.32%
$472.29 - $575.13 $3.31K - $4.03K
537 $259K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
377
+ 10.9%
$211.47 - $267.17 $79.7K - $101K
3.84K $811K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.57K
+ 6.99%
$89.18 - $104.04 $318K - $371K
54.6K $4.99M
DXCM
Dexcom Inc

Healthcare
41
+ 1.27%
$67.74 - $90.75 $2.78K - $3.72K
3.26K $222K
EMR
Emerson Electric CO

Industrials
27
+ 1.24%
$108.64 - $131.17 $2.93K - $3.54K
2.2K $240K
PFE
Pfizer Inc

Healthcare
2
+ 0.01%
$25.01 - $27.13 $50 - $54.3
24.9K $631K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.09%
$307.43 - $357.48 $307 - $357
1.07K $329K
S
Sentinel One, Inc.

Technology
451
+ 3.98%
$18.17 - $24.97 $8.19K - $11.3K
11.8K $214K
XYLD
Global X Fds S&P 500 Covered C

ETFs
313
+ 1.51%
$39.02 - $42.89 $12.2K - $13.4K
21.1K $832K
IWM
Ishares Russell 2000 ETF

ETFs
485
+ 7.52%
$198.1 - $229.79 $96.1K - $111K
6.93K $1.38M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.07K
+ 1.11%
$29.34 - $31.31 $31.3K - $33.4K
97K $2.88M
HD
Home Depot, Inc.

Consumer Cyclical
98
+ 2.69%
$347.25 - $424.87 $34K - $41.6K
3.74K $1.37M
CCL
Carnival Corp

Consumer Cyclical
467
+ 4.21%
$19.08 - $28.49 $8.91K - $13.3K
11.6K $225K
FDN
First Tr Fd Dow Jones

ETFs
5
+ 0.16%
$221.38 - $266.86 $1.11K - $1.33K
3.15K $700K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
817
+ 12.55%
$165.25 - $224.62 $135K - $184K
7.33K $1.22M
TGT
Target Corp

Consumer Defensive
91
+ 3.22%
$103.65 - $142.5 $9.43K - $13K
2.92K $304K
CDNS
Cadence Design Systems Inc

Technology
20
+ 0.93%
$233.96 - $324.52 $4.68K - $6.49K
2.17K $552K
BX
Blackstone Inc.

Financial Services
181
+ 4.98%
$136.53 - $186.74 $24.7K - $33.8K
3.82K $533K
IVW
Ishares S&P 500 Growth ETF

ETFs
304
+ 1.67%
$92.45 - $106.69 $28.1K - $32.4K
18.5K $1.71M
COIN
Coinbase Global, Inc.

Technology
159
+ 7.64%
$172.23 - $301.3 $27.4K - $47.9K
2.24K $385K
AMZN
Amazon Com Inc

Consumer Cyclical
8.81K
+ 14.06%
$190.26 - $242.06 $1.68M - $2.13M
71.5K $13.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.04K
+ 5.88%
$102.49 - $119.96 $209K - $245K
36.8K $3.85M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
266
+ 0.5%
$51.45 - $58.51 $13.7K - $15.6K
53.8K $2.79M
XLK
Technology Sector Spdr

ETFs
871
+ 4.9%
$206.38 - $242.18 $180K - $211K
18.6K $3.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
828
+ 4.81%
$468.34 - $539.52 $388K - $447K
18K $8.46M
GOOG
Alphabet Inc.

Communication Services
1.77K
+ 8.24%
$156.06 - $207.71 $276K - $367K
23.2K $3.63M
MSFT
Microsoft Corp

Technology
2.59K
+ 8.31%
$375.39 - $447.2 $974K - $1.16M
33.8K $12.7M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
2.28K
+ 0.52%
$7.39 - $9.09 $16.8K - $20.7K
437K $3.25M
ENVX
Enovix Corp

Industrials
32.2K
+ 15.23%
$7.21 - $14.33 $232K - $462K
244K $1.79M
VTI
Vanguard Total Stock Market Et

ETFs
213
+ 0.51%
$271.18 - $303.12 $57.8K - $64.6K
41.7K $11.5M
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.49K
+ 0.87%
$7.17 - $9.1 $25K - $31.7K
406K $2.92M
SPYG
Spdr Portfolio

ETFs
38.2K
+ 7.72%
$80.05 - $92.39 $3.06M - $3.53M
533K $42.9M
AVGO
Broadcom Inc.

Technology
2.9K
+ 16.12%
$167.43 - $244.7 $485K - $709K
20.9K $3.49M
VUG
Vanguard Growth ETF

ETFs
299
+ 1.44%
$369.1 - $427.61 $110K - $128K
21.1K $7.82M
VGT
Vanguard Information Technolog

ETFs
54
+ 0.39%
$542.38 - $646.34 $29.3K - $34.9K
13.8K $7.49M
TSLA
Tesla, Inc.

Consumer Cyclical
3.54K
+ 15.99%
$222.15 - $428.22 $786K - $1.52M
25.7K $6.65M
AAPL
Apple Inc.

Technology
2.39K
+ 1.46%
$209.68 - $247.1 $502K - $592K
167K $37M
NVDA
Nvidia Corp

Technology
10.8K
+ 4.83%
$106.98 - $149.43 $1.15M - $1.61M
233K $25.3M
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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