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
HON
Honeywell International Inc

Industrials
384
+ 22.39%
$182.86 - $232.88 $70.2K - $89.4K
2.1K $488K
PM
Philip Morris International Inc.

Consumer Defensive
413
+ 21.99%
$149.23 - $184.95 $61.6K - $76.4K
2.29K $417K
ABT
Abbott Laboratories

Healthcare
734
+ 28.48%
$123.95 - $138.08 $91K - $101K
3.31K $450K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.98K
+ 5.49%
$16.93 - $17.81 $84.3K - $88.7K
95.7K $1.7M
ILCV
Ishares Morningstar Value ETF

ETFs
1.15K
+ 21.83%
$72.16 - $83.39 $82.7K - $95.6K
6.4K $533K
XPO
Xpo Logistics, Inc.

Industrials
536
+ 25.84%
$91.46 - $128.1 $49K - $68.7K
2.61K $329K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
310
+ 13.97%
$101.69 - $139.02 $31.5K - $43.1K
2.53K $351K
RTX
Raytheon Technologies Corp

Industrials
290
+ 6.91%
$113.75 - $148.48 $33K - $43.1K
4.49K $655K
FCAL
First Tr Iii Calif Mun High In

ETFs
2.14K
+ 31.45%
$47.18 - $49.3 $101K - $105K
8.93K $428K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.46K
+ 24.08%
$39.44 - $49.12 $57.5K - $71.6K
7.51K $363K
DHR
Danaher Corp

Healthcare
582
+ 21.07%
$174.64 - $205.16 $102K - $119K
3.34K $660K
ADP
Automatic Data Processing Inc

Industrials
294
+ 25.21%
$276.76 - $326.81 $81.4K - $96.1K
1.46K $450K
IWB
Ishares Tr Russell 1000 ETF

ETFs
65
+ 3.27%
$272.36 - $339.57 $17.7K - $22.1K
2.05K $697K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.49%
$4164.15 - $5789.24 $4.16K - $5.79K
68 $393K
ETN
Eaton Corp PLC

Industrials
61
+ 8.17%
$246.52 - $356.99 $15K - $21.8K
808 $288K
CMF
Ishares California Muni Bond E

ETFs
1.56K
+ 26.58%
$54.52 - $56.7 $85.1K - $88.5K
7.43K $414K
AER
Aer Cap Holdings N.V.

Industrials
14
+ 0.26%
$88.97 - $117.24 $1.25K - $1.64K
5.5K $643K
SCHW
Schwab Charles Corp

Financial Services
423
+ 12.92%
$69.06 - $91.24 $29.2K - $38.6K
3.7K $337K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.01K
+ 4.61%
N/A
68.3K $1.74M
MITK
Mitek Systems Inc

Technology
600
+ 1.42%
$7.11 - $10.34 $4.27K - $6.2K
43K $425K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.47K
+ 26.38%
$49.79 - $50.75 $73.1K - $74.6K
7.04K $357K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
914
+ 13.52%
$39.89 - $49.46 $36.5K - $45.2K
7.67K $379K
IWD
Ishares Russell 1000 Val ETF

ETFs
168
+ 2.55%
$166.82 - $194.23 $28K - $32.6K
6.76K $1.31M
MA
Mastercard Inc

Financial Services
74
+ 3.2%
$479.92 - $590.74 $35.5K - $43.7K
2.39K $1.34M
XLU
Utilities Sector Spdr

ETFs
757
+ 22.09%
$73.09 - $82.77 $55.3K - $62.7K
4.18K $341K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
475
+ 4.94%
$81.46 - $94.63 $38.7K - $44.9K
10.1K $954K
BX
Blackstone Inc.

Financial Services
192
+ 5.03%
$120.07 - $151.11 $23.1K - $29K
4.01K $599K
NEAR
Blackrock Short Maturity Bond

ETFs
990
+ 1.67%
$50.41 - $51.17 $49.9K - $50.7K
60.3K $3.08M
AMAT
Applied Materials Inc

Technology
42
+ 2.93%
$126.95 - $183.52 $5.33K - $7.71K
1.48K $270K
T
At&T Inc.

Communication Services
1.35K
+ 3.95%
$26.33 - $28.94 $35.4K - $39K
35.4K $1.02M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.4K
+ 17.06%
$24.96 - $25.5 $59.9K - $61.2K
16.5K $419K
RSP
Invesco S&P 500 Equal Weight E

ETFs
53
+ 0.9%
$152.93 - $181.74 $8.11K - $9.63K
5.93K $1.08M
XLB
Select Sector Spdr Fd Material

ETFs
535
+ 9.07%
$74.27 - $88.92 $39.7K - $47.6K
6.43K $564K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
15
+ 0.55%
$69.8 - $94.88 $1.05K - $1.42K
2.73K $258K
IVE
Ishares S&P 500 Value ETF

ETFs
87
+ 1.23%
$168.34 - $195.42 $14.6K - $17K
7.18K $1.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
80
+ 2.23%
$57.46 - $75.58 $4.6K - $6.05K
3.67K $277K
DVY
Ishares Tr

ETFs
400
+ 24.97%
$118.37 - $134.86 $47.3K - $53.9K
2K $265K
ADBE
Adobe Inc.

Technology
117
+ 6.88%
$340.0 - $420.68 $39.8K - $49.2K
1.82K $702K
LPLA
Lpl Financial Holdings Inc.

Financial Services
31
+ 4.01%
$283.31 - $388.96 $8.78K - $12.1K
804 $301K
IRM
Iron Mountain Inc

Real Estate
29
+ 1.02%
$76.93 - $105.25 $2.23K - $3.05K
2.87K $293K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
936
+ 18.31%
$49.57 - $50.27 $46.4K - $47.1K
6.05K $303K
S
Sentinel One, Inc.

Technology
2.49K
+ 21.15%
$16.17 - $20.34 $40.3K - $50.7K
14.3K $261K
ELV
Elevance Health, Inc.

Healthcare
177
+ 37.9%
$372.27 - $452.69 $65.9K - $80.1K
644 $250K
EOG
Eog Resources Inc

Energy
491
+ 29.99%
$104.61 - $129.97 $51.4K - $63.8K
2.13K $254K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
492
+ 0.99%
$91.43 - $91.74 $45K - $45.1K
50.1K $4.59M
SYK
Stryker Corp

Healthcare
51
+ 4.87%
$337.37 - $395.63 $17.2K - $20.2K
1.1K $434K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
469
+ 21.17%
$97.29 - $105.63 $45.6K - $49.5K
2.68K $272K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.51K
+ 21.97%
$13.74 - $15.66 $48.2K - $55K
19.5K $290K
HD
Home Depot, Inc.

Consumer Cyclical
112
+ 3.0%
$335.24 - $380.78 $37.5K - $42.6K
3.85K $1.41M
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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