Perennial Investment Advisors, LLC Incresed Positions in Q4 2024

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.59K
+ 24.0%
$48.48 - $49.47 $271K - $277K
28.9K $1.41M
COIN
Coinbase Global, Inc.

Technology
584
+ 39.04%
$163.17 - $343.62 $95.3K - $201K
2.08K $516K
VB
Vanguard Small Cap ETF

ETFs
928
+ 11.39%
$233.76 - $261.58 $217K - $243K
9.08K $2.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 1.41%
$275.15 - $388.2 $13.8K - $19.4K
3.6K $1.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.36K
+ 37.33%
$183.23 - $199.79 $249K - $272K
5.01K $926K
VO
Vanguard Mid Cap ETF

ETFs
861
+ 14.61%
$261.5 - $284.63 $225K - $245K
6.75K $1.78M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.56K
+ 6.15%
$29.73 - $30.81 $165K - $171K
95.9K $2.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.39K
+ 7.4%
$113.92 - $127.38 $273K - $305K
34.7K $4M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
2.39K
+ 21.53%
$77.98 - $84.06 $187K - $201K
13.5K $1.09M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
906
+ 35.49%
$238.25 - $261.28 $216K - $237K
3.46K $837K
AXP
American Express CO

Financial Services
496
+ 33.45%
$267.35 - $305.57 $133K - $152K
1.98K $587K
PFE
Pfizer Inc

Healthcare
8.2K
+ 49.0%
$24.8 - $30.19 $203K - $247K
24.9K $661K
XLK
Technology Sector Spdr

ETFs
232
+ 1.32%
$220.26 - $241.44 $51.1K - $56K
17.8K $4.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 1.56%
$172.07 - $207.36 $17.2K - $20.7K
6.51K $1.29M
USXF
Ishares Esg Advanced Msci Usa

Technology
3.26K
+ 41.9%
$48.45 - $52.57 $158K - $171K
11K $548K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.11K
+ 21.04%
$106.56 - $113.11 $224K - $238K
12.1K $1.29M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.43K
+ 6.98%
$52.0 - $55.66 $126K - $135K
37.2K $1.99M
META
Meta Platforms, Inc.

Communication Services
45
+ 0.59%
$554.08 - $632.68 $24.9K - $28.5K
7.67K $4.53M
WMT
Walmart Inc.

Consumer Defensive
88
+ 0.57%
$79.1 - $95.7 $6.96K - $8.42K
15.6K $1.41M
PANW
Palo Alto Networks Inc

Technology
5.23K
+ 104.56%
$181.96 - $405.9 $951K - $2.12M
10.2K $1.86M
XLY
Select Sector Spdr Consumer Di

ETFs
160
+ 3.37%
$194.8 - $239.43 $31.2K - $38.3K
4.91K $1.1M
WFC
Wells Fargo & Company

Financial Services
176
+ 1.91%
$54.98 - $77.35 $9.68K - $13.6K
9.37K $658K
CSCO
Cisco Systems, Inc.

Technology
623
+ 3.67%
$52.45 - $60.02 $32.7K - $37.4K
17.6K $1.04M
DVY
Ishares Tr

ETFs
1.11K
+ 61.38%
$129.55 - $143.41 $143K - $159K
2.91K $381K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.83K
+ 10.6%
$50.67 - $50.9 $143K - $144K
29.5K $1.5M
TXN
Texas Instruments Inc

Technology
673
+ 63.43%
N/A
1.73K $337K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
670
+ 4.35%
$124.61 - $133.96 $83.5K - $89.8K
16.1K $2.07M
BAC
Bank Of America Corp

Financial Services
602
+ 2.59%
$39.22 - $47.77 $23.6K - $28.8K
23.9K $1.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
19
+ 0.15%
$116.4 - $138.52 $2.21K - $2.63K
12.8K $1.62M
EUSB
Ishares Tr Esg Advanced Total

Technology
3.38K
+ 26.91%
$42.39 - $44.29 $143K - $150K
15.9K $676K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
277
+ 28.5%
$417.69 - $450.94 $116K - $125K
1.25K $531K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.83K
+ 21.16%
$55.05 - $58.86 $101K - $108K
10.5K $592K
BX
Blackstone Inc.

Financial Services
155
+ 4.45%
$148.45 - $199.05 $23K - $30.9K
3.64K $627K
DSI
Ishares Msci Kld 400 Social Et

ETFs
777
+ 16.54%
$107.41 - $115.71 $83.5K - $89.9K
5.48K $603K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5K
+ 29.92%
$21.43 - $22.55 $107K - $113K
21.7K $467K
PYPL
Pay Pal Holdings, Inc.

Financial Services
336
+ 4.36%
$77.25 - $91.3 $26K - $30.7K
8.04K $685K
SLV
I Shares Silver Trust

ETFs
5.76K
+ 16.3%
$26.33 - $31.74 $152K - $183K
41.1K $1.08M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.87K
+ 9.12%
$17.65 - $18.18 $104K - $107K
70.2K $1.24M
COP
Conocophillips

Energy
1.02K
+ 26.65%
$95.12 - $114.72 $97.1K - $117K
4.85K $481K
ISCG
Ishares Morningstar Small Cap

ETFs
1.38K
+ 7.46%
$48.22 - $54.03 $66.5K - $74.6K
19.9K $982K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
53
+ 14.85%
$1146.59 - $1270.6 $60.8K - $67.3K
410 $486K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
783
+ 9.73%
$100.16 - $100.7 $78.4K - $78.8K
8.83K $885K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
+ 0.42%
$129.96 - $144.97 $5.07K - $5.65K
9.29K $1.3M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.25K
+ 7.78%
N/A
31.2K $981K
GLD
Spdr Gold Trust

ETFs
318
+ 4.95%
$236.59 - $257.5 $75.2K - $81.9K
6.74K $1.63M
XPO
Xpo Logistics, Inc.

Industrials
160
+ 8.25%
$105.35 - $158.2 $16.9K - $25.3K
2.1K $275K
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 19.69%
$49.06 - $57.74 $55.2K - $65K
6.84K $357K
RDVY
First Trust Rising Dividend Ac

ETFs
1.53K
+ 0.44%
$58.65 - $64.37 $89.4K - $98.2K
350K $20.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.57K
+ 3.89%
$50.37 - $50.6 $78.8K - $79.2K
41.8K $2.11M
Activity Summary
Buys All Purchases 271 New Holdings 45 Increased Positions 226 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 4 Puts 0
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