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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.1K
+ 31.93%
$32.0 - $39.87 $323K - $402K
41.7K $1.66M
LVHI
Franklin International Low Vol

ETFs
14.1K
+ 26.69%
$28.91 - $33.28 $409K - $471K
67.2K $2.19M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.86K
+ 5.16%
$35.35 - $42.68 $207K - $250K
119K $5.09M
DGRO
Ishares Core Dividend Growth E

ETFs
5.36K
+ 15.12%
$55.22 - $63.94 $296K - $343K
40.8K $2.61M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
14.3K
+ 3.27%
$6.66 - $8.12 $95K - $116K
451K $3.66M
GLDM
World Gold Trust

ETFs
5.41K
+ 34.26%
$58.96 - $67.97 $319K - $368K
21.2K $1.39M
URA
Global X Uranium ETF

ETFs
5.35K
+ 44.99%
$20.26 - $38.81 $108K - $208K
17.2K $669K
MEAR
Blackrock Short Maturity Munic

ETFs
7.77K
+ 148.1%
$49.74 - $50.27 $387K - $391K
13K $654K
HYG
Ishares Tr

ETFs
4.35K
+ 29.1%
$75.75 - $80.65 $330K - $351K
19.3K $1.56M
HGER
Harbor ETF Tr All Weather Infl
14.2K
+ 10.87%
$22.13 - $25.39 $314K - $361K
145K $3.52M
AXON
Axon Enterprise, Inc.

Industrials
101
+ 12.36%
$497.13 - $827.94 $50.2K - $83.6K
918 $760K
IBM
International Business Machines Corp

Technology
296
+ 5.61%
$221.03 - $294.78 $65.4K - $87.3K
5.57K $1.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.44K
+ 6.39%
$45.88 - $54.4 $158K - $187K
57.3K $3.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
82
+ 1.57%
$456.74 - $568.03 $37.5K - $46.6K
5.3K $3.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.26K
+ 6.79%
$32.66 - $40.75 $107K - $133K
51.3K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 3.73%
$908.13 - $1056.85 $136K - $159K
4.17K $4.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.83K
+ 21.61%
$100.35 - $100.71 $284K - $285K
15.9K $1.6M
GE
General Electric CO

Industrials
49
+ 1.06%
$166.81 - $257.39 $8.17K - $12.6K
4.67K $1.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.35K
+ 14.7%
$105.23 - $109.61 $247K - $258K
18.3K $2.01M
FDN
First Tr Fd Dow Jones

ETFs
435
+ 13.79%
$200.29 - $269.33 $87.1K - $117K
3.59K $966K
GS
Goldman Sachs Group Inc

Financial Services
220
+ 34.21%
$462.22 - $707.75 $102K - $156K
863 $610K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
302
+ 3.33%
$113.67 - $150.4 $34.3K - $45.4K
9.38K $1.41M
CAT
Caterpillar Inc

Industrials
475
+ 38.81%
$273.94 - $388.21 $130K - $184K
1.7K $659K
RWL
Invesco Exchange Traded Fd Tr

ETFs
338
+ 0.83%
$89.02 - $104.29 $30.1K - $35.3K
41.3K $4.31M
EFV
Msci Eafe Value ETF

ETFs
3.03K
+ 31.27%
$52.4 - $64.65 $159K - $196K
12.7K $808K
IWM
Ishares Russell 2000 ETF

ETFs
535
+ 7.72%
$174.82 - $215.79 $93.5K - $115K
7.47K $1.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.46K
+ 75.43%
$108.12 - $135.04 $157K - $196K
3.38K $456K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.03%
$108.06 - $135.3 $540 - $677
15.9K $2.16M
ISRG
Intuitive Surgical Inc

Healthcare
166
+ 6.86%
$451.58 - $565.94 $75K - $93.9K
2.59K $1.41M
ORCC
Owl Rock Capital Corp

Financial Services
14.8K
+ 3.67%
N/A
419K $5.62M
GLD
Spdr Gold Trust

ETFs
252
+ 3.75%
$273.71 - $316.29 $69K - $79.7K
6.97K $2.12M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
4.53K
+ 91.82%
$40.39 - $41.46 $183K - $188K
9.46K $390K
WMT
Walmart Inc.

Consumer Defensive
225
+ 1.4%
$81.79 - $99.98 $18.4K - $22.5K
16.3K $1.59M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.43K
+ 7.45%
$47.24 - $58.55 $67.7K - $83.9K
20.7K $1.21M
CSCO
Cisco Systems, Inc.

Technology
504
+ 2.67%
$53.19 - $69.38 $26.8K - $35K
19.4K $1.34M
UBER
Uber Technologies, Inc

Technology
252
+ 3.33%
$64.62 - $93.3 $16.3K - $23.5K
7.83K $730K
BAC
Bank Of America Corp

Financial Services
723
+ 2.83%
$34.39 - $47.46 $24.9K - $34.3K
26.3K $1.24M
FTHI
First Trust Exchange Traded Fd

ETFs
2.66K
+ 2.39%
$19.66 - $22.85 $52.2K - $60.7K
114K $2.6M
WFC
Wells Fargo & Company

Financial Services
1.05K
+ 10.43%
$60.98 - $80.12 $63.8K - $83.8K
11.1K $887K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
353
+ 2.47%
$68.32 - $85.57 $24.1K - $30.2K
14.6K $1.25M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
872
+ 3.14%
$30.87 - $39.17 $26.9K - $34.2K
28.7K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.12K
+ 15.57%
$57.41 - $74.81 $64.3K - $83.8K
8.32K $617K
INTU
Intuit Inc

Technology
57
+ 9.61%
$544.07 - $787.63 $31K - $44.9K
650 $511K
ADI
Analog Devices Inc

Technology
103
+ 3.07%
$164.6 - $238.02 $17K - $24.5K
3.46K $823K
BCAT
Black Rock Capital Allocation Trust

ETFs
6.16K
+ 12.98%
$13.2 - $15.27 $81.4K - $94.1K
53.7K $812K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
271
+ 1.94%
$73.02 - $90.22 $19.8K - $24.4K
14.2K $1.27M
AXP
American Express CO

Financial Services
81
+ 3.9%
$231.39 - $318.98 $18.7K - $25.8K
2.16K $688K
V
Visa Inc.

Financial Services
260
+ 3.42%
$308.27 - $373.31 $80.2K - $97.1K
7.87K $2.79M
MU
Micron Technology Inc

Technology
70
+ 2.16%
$64.72 - $127.91 $4.53K - $8.95K
3.31K $407K
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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