Perennial Investment Advisors, LLC Incresed Positions in Q3 2025

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
92.6K
+ 327.82%
$293.94 - $444.72 $27.2M - $41.2M
121K $53.8M
NVDA
Nvidia Corp

Technology
128K
+ 59.62%
$153.3 - $186.58 $19.7M - $23.9M
344K $64.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
261K
+ 58.1%
$70.77 - $73.59 $18.5M - $19.2M
710K $52.1M
AAPL
Apple Inc.

Technology
4.58K
+ 2.87%
$202.38 - $256.87 $926K - $1.18M
164K $41.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
9.33K
+ 8.35%
$243.93 - $275.62 $2.27M - $2.57M
121K $33.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
66K
+ 20.94%
$54.35 - $59.32 $3.59M - $3.92M
381K $22.6M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
19.8K
+ 8.12%
$161.6 - $171.2 $3.2M - $3.39M
264K $45.2M
RDVY
First Trust Rising Dividend Ac

ETFs
28K
+ 7.19%
$62.38 - $67.29 $1.74M - $1.88M
417K $28M
OEF
Ishares S&P 100 ETF

ETFs
11.4K
+ 66.84%
N/A
28.5K $7.57M
OUNZ
Van Eck Merk Gold Trust

ETFs
51.1K
+ 57.51%
$31.49 - $37.19 $1.61M - $1.9M
140K $5.2M
PLTR
Palantir Technologies Inc.

Technology
1.56K
+ 4.14%
$130.68 - $186.97 $204K - $291K
39.2K $7.15M
GOOG
Alphabet Inc.

Communication Services
241
+ 1.04%
$175.16 - $255.24 $42.2K - $61.5K
23.4K $5.69M
IEMG
Ishares Inc

ETFs
29.5K
+ 27.51%
N/A
137K $7.34M
AIQ
Global X Funds Global X Artifi

ETFs
21.4K
+ 27.16%
$43.2 - $49.66 $926K - $1.06M
100K $4.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 0.74%
$617.65 - $666.84 $127K - $137K
27.7K $18.5M
SLV
I Shares Silver Trust

ETFs
15.2K
+ 21.72%
$32.73 - $42.5 $499K - $648K
85.4K $3.62M
VUG
Vanguard Growth ETF

ETFs
781
+ 3.53%
$433.97 - $484.08 $339K - $378K
22.9K $11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
562
+ 2.93%
$546.99 - $602.2 $307K - $338K
19.8K $11.9M
CVX
Chevron Corp

Energy
6.67K
+ 50.2%
$145.57 - $161.83 $971K - $1.08M
20K $3.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.39K
+ 3.09%
$72.65 - $78.68 $319K - $345K
146K $11.5M
IAU
Ishares Gold Trust

ETFs
5.77K
+ 9.43%
$61.62 - $72.77 $355K - $420K
66.9K $4.87M
VTV
Vanguard Value ETF

ETFs
3.26K
+ 7.14%
$175.51 - $186.57 $572K - $608K
48.9K $9.12M
VEA
Vanguard Ftse Developed Market

ETFs
12.9K
+ 16.17%
$56.02 - $60.3 $725K - $781K
93K $5.57M
XLI
Industrial Sector Spdr

ETFs
5.11K
+ 15.92%
$147.94 - $154.99 $756K - $792K
37.2K $5.74M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.77K
+ 4.99%
$55.15 - $58.11 $484K - $510K
185K $10.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.1K
+ 10.98%
$40.2 - $44.58 $488K - $542K
123K $5.39M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.62K
+ 6.46%
$236.25 - $257.69 $383K - $417K
26.7K $6.85M
UNH
Unitedhealth Group Inc

Healthcare
1.93K
+ 73.33%
$237.77 - $353.61 $458K - $681K
4.55K $1.57M
CGDV
Capital Group Divid Value ETF

ETFs
11.7K
+ 11.91%
$39.59 - $42.21 $461K - $492K
110K $4.6M
VO
Vanguard Mid Cap ETF

ETFs
2.01K
+ 22.59%
$279.83 - $293.74 $563K - $591K
10.9K $3.21M
CGGO
Capital Group Global Growth Eq

ETFs
13.5K
+ 12.25%
$31.71 - $34.17 $427K - $460K
123K $4.22M
IVV
Ishares Core S&P 500 ETF

ETFs
52
+ 0.38%
$620.67 - $670.08 $32.3K - $34.8K
13.7K $9.19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
953
+ 12.43%
$224.68 - $282.71 $214K - $269K
8.62K $2.41M
ORCL
Oracle Corp

Technology
245
+ 2.61%
$218.96 - $328.33 $53.6K - $80.4K
9.63K $2.71M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.29K
+ 11.78%
$64.75 - $69.05 $407K - $434K
59.7K $4.12M
CGUS
Capital Group Core Equity ETF
9.32K
+ 10.83%
$36.89 - $39.72 $344K - $370K
95.4K $3.77M
AVEM
American Centy ETF Tr Avantis

ETFs
5.21K
+ 20.76%
$68.33 - $75.41 $356K - $393K
30.3K $2.28M
CMF
Ishares California Muni Bond E

ETFs
9.55K
+ 128.47%
$55.16 - $57.13 $527K - $546K
17K $968K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.65K
+ 6.49%
$136.48 - $142.97 $362K - $379K
43.6K $6.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.8K
+ 197.06%
$50.52 - $50.75 $544K - $547K
16.2K $824K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
702
+ 0.54%
$49.41 - $54.08 $34.7K - $38K
131K $7.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
807
+ 2.24%
$108.46 - $120.63 $87.5K - $97.3K
36.9K $4.38M
GLDM
World Gold Trust

ETFs
2.52K
+ 11.89%
$64.73 - $76.45 $163K - $193K
23.7K $1.81M
XLC
Select Sector Spdr Tr Communic

ETFs
1.67K
+ 7.45%
$105.99 - $119.41 $177K - $199K
24.1K $2.85M
XLF
Financial Sector Spdr

ETFs
6.61K
+ 17.85%
$51.37 - $54.25 $340K - $359K
43.7K $2.35M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.52K
+ 6.15%
$53.81 - $57.52 $189K - $203K
60.8K $3.5M
ELV
Elevance Health, Inc.

Healthcare
1.31K
+ 203.26%
$274.66 - $395.76 $360K - $518K
1.95K $631K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.01K
+ 8.01%
$91.44 - $91.77 $367K - $368K
54.1K $4.96M
FTHI
First Trust Exchange Traded Fd

ETFs
11.3K
+ 9.89%
$22.76 - $23.92 $256K - $269K
125K $2.96M
Activity Summary
Buys All Purchases 249 New Holdings 45 Increased Positions 204 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 6 Puts 0
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