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
Capital Group New Geography
15.1K
+ 33.5%
N/A
60.2K $0
CGMS
Capital Grp Core Plus Income E
30.2K
+ 58.25%
N/A
82.1K $0
Capital Grp Fixed Incm ETF T
34.4K
+ 405.98%
N/A
42.8K $0
Blackrock ETF Trust
143K
New
N/A
143K $0
Blackrock ETF Trust
102K
New
N/A
102K $0
Rocket Lab Corp
8.88K
New
N/A
8.88K $0
Blackrock ETF Trust Ii
8.49K
+ 37.42%
N/A
31.2K $0
Blackrock ETF Trust Ii
914
+ 20.91%
N/A
5.29K $0
CGSD
Capital Grp Core Plus Income E
3.28K
+ 12.97%
N/A
28.6K $0
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
147
+ 0.58%
$8.06 - $8.67 $1.18K - $1.27K
25.7K $219K
SPYI
Shp ETF Tr Neos S&P 500 High I
41.9K
+ 787.03%
N/A
47.3K $0
Nebius Group N.V.
13K
New
N/A
13K $0
Capital Grp Fixed Incm ETF T
2.3K
+ 12.41%
N/A
20.9K $0
ARCC
Ares Capital Corp

Financial Services
92
+ 0.44%
$18.91 - $22.43 $1.74K - $2.06K
21.1K $464K
INTC
Intel Corp

Technology
69
+ 0.39%
$18.13 - $22.69 $1.25K - $1.57K
17.6K $393K
MSI
Motorola Solutions, Inc.

Technology
14
+ 2.23%
$394.72 - $440.39 $5.53K - $6.17K
643 $270K
ET
Energy Transfer LP

Energy
24
+ 0.17%
$15.65 - $18.93 $376 - $454
14.1K $254K
PSX
Phillips 66

Energy
2
+ 0.11%
$92.87 - $125.73 $186 - $251
1.75K $208K
PLD
Prologis, Inc.

Real Estate
128
+ 4.03%
$89.76 - $112.34 $11.5K - $14.4K
3.31K $347K
POOL
Pool Corp

Industrials
88
+ 7.2%
$285.0 - $325.66 $25.1K - $28.7K
1.31K $381K
MO
Altria Group, Inc.

Consumer Defensive
30
+ 0.44%
$55.56 - $60.91 $1.67K - $1.83K
6.81K $399K
AFL
Aflac Inc

Financial Services
61
+ 2.3%
$99.77 - $112.45 $6.09K - $6.86K
2.72K $286K
MCD
Mcdonalds Corp

Consumer Cyclical
62
+ 3.97%
$285.55 - $321.23 $17.7K - $19.9K
1.62K $474K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
80
+ 6.44%
$421.16 - $509.5 $33.7K - $40.8K
1.32K $588K
AJG
Arthur J. Gallagher & Co.

Financial Services
23
+ 2.16%
$310.86 - $348.77 $7.15K - $8.02K
1.09K $348K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
69
+ 0.46%
$68.13 - $74.77 $4.7K - $5.16K
15K $1.09M
XLE
Energy Sector Spdr

ETFs
1.32K
+ 8.46%
$76.44 - $94.13 $101K - $124K
16.9K $1.44M
LLY
Eli Lilly & CO

Healthcare
57
+ 3.15%
$713.71 - $898.95 $40.7K - $51.2K
1.87K $1.46M
COP
Conocophillips

Energy
212
+ 5.46%
$82.66 - $106.1 $17.5K - $22.5K
4.1K $367K
AMGN
Amgen Inc

Healthcare
112
+ 3.91%
$262.28 - $309.85 $29.4K - $34.7K
2.98K $831K
XOM
Exxon Mobil Corp

Energy
645
+ 5.44%
$99.93 - $119.04 $64.5K - $76.8K
12.5K $1.35M
ABBV
Abb Vie Inc.

Healthcare
116
+ 2.88%
$170.16 - $206.27 $19.7K - $23.9K
4.14K $768K
XLV
Select Sector Spdr Fund Health

ETFs
260
+ 1.94%
$128.77 - $144.3 $33.5K - $37.5K
13.6K $1.84M
PEP
Pepsico Inc

Consumer Defensive
148
+ 1.47%
$128.02 - $151.37 $18.9K - $22.4K
10.2K $1.35M
CVX
Chevron Corp

Energy
318
+ 2.45%
$133.73 - $168.51 $42.5K - $53.6K
13.3K $1.9M
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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