Perennial Investment Advisors, LLC Incresed Positions in Q2 2025

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
125K
+ 38.38%
$59.24 - $71.39 $7.38M - $8.9M
449K $32M
SPYG
Spdr Portfolio

ETFs
3.55K
+ 0.67%
$71.83 - $95.32 $255K - $338K
537K $51.2M
IYW
Ishares Dj Us Tech ETF

ETFs
14.2K
+ 10.53%
$122.57 - $173.27 $1.74M - $2.46M
149K $25.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
12.5K
+ 12.62%
$187.5 - $246.51 $2.35M - $3.08M
112K $27.5M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
27K
+ 12.44%
$140.84 - $163.09 $3.81M - $4.41M
244K $39.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
62.3K
+ 78.88%
$83.97 - $92.85 $5.23M - $5.78M
141K $12.5M
MSFT
Microsoft Corp

Technology
1.92K
+ 5.69%
$354.56 - $497.45 $682K - $957K
35.7K $17.8M
RDVY
First Trust Rising Dividend Ac

ETFs
50.5K
+ 14.92%
$51.6 - $62.74 $2.61M - $3.17M
389K $24.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
64.9K
+ 8.6%
$45.11 - $52.34 $2.93M - $3.4M
820K $42.9M
IEMG
Ishares Inc

ETFs
74.9K
+ 230.66%
N/A
107K $5.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.5K
+ 10.98%
$152.42 - $182.82 $1.6M - $1.92M
106K $19.5M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
39.4K
+ 282.18%
$56.84 - $65.5 $2.24M - $2.58M
53.4K $3.5M
OUNZ
Van Eck Merk Gold Trust

ETFs
80.3K
+ 947.87%
$28.68 - $33.09 $2.3M - $2.66M
88.8K $2.83M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 1.85%
$167.32 - $223.3 $222K - $296K
72.8K $16M
META
Meta Platforms, Inc.

Communication Services
1.06K
+ 11.06%
$484.66 - $738.09 $512K - $780K
10.6K $7.83M
TSLA
Tesla, Inc.

Consumer Cyclical
2.59K
+ 10.08%
$221.86 - $362.89 $574K - $938K
28.3K $8.97M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.7K
+ 16.09%
$58.41 - $72.69 $1.15M - $1.43M
142K $10.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 6.51%
$416.06 - $551.64 $488K - $648K
19.2K $10.6M
ENVX
Enovix Corp

Industrials
122K
+ 50.15%
$5.46 - $10.53 $668K - $1.29M
366K $3.79M
OEF
Ishares S&P 100 ETF

ETFs
7.19K
+ 72.8%
N/A
17.1K $4.54M
XLK
Technology Sector Spdr

ETFs
4.07K
+ 21.82%
$179.73 - $253.23 $731K - $1.03M
22.7K $5.75M
VGT
Vanguard Information Technolog

ETFs
342
+ 2.48%
$470.37 - $663.28 $161K - $227K
14.2K $9.39M
VUG
Vanguard Growth ETF

ETFs
1.02K
+ 4.85%
$329.49 - $438.4 $337K - $448K
22.1K $9.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
442
+ 1.63%
$496.48 - $617.85 $219K - $273K
27.5K $17M
CGGR
Capital Group Growth ETF Shs C

ETFs
25.8K
+ 30.47%
$30.53 - $40.65 $789K - $1.05M
111K $4.5M
CGGO
Capital Group Global Growth Eq

ETFs
41.1K
+ 59.56%
$25.31 - $32.17 $1.04M - $1.32M
110K $3.52M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.24K
+ 9.81%
$180.84 - $240.32 $405K - $539K
25.1K $6.03M
SLV
I Shares Silver Trust

ETFs
36.4K
+ 107.98%
$27.08 - $33.74 $986K - $1.23M
70.2K $2.3M
VEA
Vanguard Ftse Developed Market

ETFs
14.8K
+ 22.61%
$45.65 - $57.01 $674K - $842K
80.1K $4.57M
XLI
Industrial Sector Spdr

ETFs
5.09K
+ 18.85%
$116.42 - $147.52 $593K - $751K
32.1K $4.73M
VTV
Vanguard Value ETF

ETFs
5.64K
+ 14.1%
$153.67 - $176.74 $867K - $997K
45.6K $8.07M
CGUS
Capital Group Core Equity ETF
24.7K
+ 40.12%
$29.93 - $36.93 $738K - $911K
86.1K $3.18M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16.5K
+ 10.32%
$47.46 - $55.3 $781K - $910K
176K $9.69M
SOFI
So Fi Technologies, Inc.

Financial Services
10.8K
+ 10.73%
$9.5 - $18.21 $103K - $197K
112K $2.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
422
+ 10.75%
$321.63 - $509.31 $136K - $215K
4.35K $2.21M
ORCL
Oracle Corp

Technology
232
+ 2.54%
$122.82 - $218.63 $28.5K - $50.7K
9.38K $2.05M
IAU
Ishares Gold Trust

ETFs
9.4K
+ 18.15%
$56.1 - $64.74 $527K - $608K
61.2K $3.81M
XLC
Select Sector Spdr Tr Communic

ETFs
5.07K
+ 29.21%
$86.13 - $108.53 $437K - $550K
22.4K $2.43M
VO
Vanguard Mid Cap ETF

ETFs
2.07K
+ 30.19%
$228.54 - $279.83 $472K - $578K
8.91K $2.49M
AIQ
Global X Funds Global X Artifi

ETFs
4.01K
+ 5.35%
$31.5 - $43.69 $126K - $175K
79K $3.45M
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.52K
+ 63.43%
$55.15 - $68.11 $470K - $580K
21.9K $1.49M
CGCP
Capital Group Core Plus Income

ETFs
28.2K
+ 57.91%
$21.92 - $22.56 $617K - $635K
76.8K $1.73M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.62K
+ 12.72%
$121.58 - $136.74 $561K - $631K
40.9K $5.55M
CRF
Cornerstone Total Return Fund Inc

Financial Services
51.1K
+ 12.58%
$6.44 - $7.75 $329K - $396K
457K $3.54M
JPM
Jpmorgan Chase & CO

Financial Services
341
+ 3.51%
$210.28 - $289.91 $71.7K - $98.9K
10.1K $2.92M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
337
+ 4.6%
$141.37 - $228.57 $47.6K - $77K
7.66K $1.74M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
19K
+ 73.47%
$24.61 - $25.89 $468K - $493K
44.9K $1.16M
ISCG
Ishares Morningstar Small Cap

ETFs
7.58K
+ 33.39%
$39.44 - $49.76 $299K - $377K
30.3K $1.51M
AMD
Advanced Micro Devices Inc

Technology
1.78K
+ 31.41%
$78.21 - $143.81 $140K - $257K
7.46K $1.06M
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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