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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.02K
+ 12.38%
$96.64 - $101.23 $98.4K - $103K
9.24K $895K
CLOI
Vaneck ETF Tr

ETFs
1.18K
+ 25.26%
$52.7 - $53.15 $61.9K - $62.5K
5.83K $307K
ILCV
Ishares Morningstar Value ETF

ETFs
779
+ 25.95%
$80.23 - $85.43 $62.5K - $66.5K
3.78K $306K
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
3.96K
+ 15.76%
$48.99 - $54.61 $194K - $216K
29.1K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
620
+ 13.17%
$51.92 - $59.94 $32.2K - $37.2K
5.33K $301K
MSI
Motorola Solutions, Inc.

Technology
104
+ 14.36%
$449.08 - $504.6 $46.7K - $52.5K
828 $382K
VIG
Vanguard Dividend Appreciation

ETFs
293
+ 2.51%
N/A
12K $2.18M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
380
+ 9.35%
$111.85 - $120.71 $42.5K - $45.9K
4.44K $511K
HON
Honeywell International Inc

Industrials
88
+ 5.15%
$202.84 - $236.0 $17.8K - $20.8K
1.8K $405K
XLE
Energy Sector Spdr

ETFs
947
+ 6.75%
$83.32 - $97.27 $78.9K - $92.1K
15K $1.28M
IBM
International Business Machines Corp

Technology
250
+ 5.2%
$204.9 - $238.04 $51.2K - $59.5K
5.06K $1.11M
EFG
Msci Eafe Growth ETF

ETFs
1.02K
+ 22.28%
$96.83 - $106.88 $99.1K - $109K
5.61K $543K
PAYX
Paychex Inc

Industrials
260
+ 13.03%
$135.86 - $148.73 $35.3K - $38.7K
2.26K $316K
RSP
Invesco S&P 500 Equal Weight E

ETFs
398
+ 7.47%
$174.22 - $187.62 $69.3K - $74.7K
5.73K $1M
EPD
Enterprise Products Partners L.P.

Energy
936
+ 12.45%
$28.66 - $34.43 $26.8K - $32.2K
8.46K $265K
MS
Morgan Stanley

Financial Services
25
+ 1.2%
$104.42 - $134.99 $2.61K - $3.37K
2.11K $264K
T
At&T Inc.

Communication Services
849
+ 2.55%
$21.22 - $23.88 $18K - $20.3K
34.2K $777K
EMR
Emerson Electric CO

Industrials
121
+ 5.9%
$108.13 - $134.33 $13.1K - $16.3K
2.17K $269K
HYG
Ishares Tr

ETFs
754
+ 7.93%
$78.09 - $80.04 $58.9K - $60.4K
10.3K $806K
PG
Procter & Gamble CO

Consumer Defensive
425
+ 7.55%
$161.05 - $179.7 $68.4K - $76.4K
6.06K $1.02M
EFV
Msci Eafe Value ETF

ETFs
1.66K
+ 17.15%
$51.78 - $57.15 $85.8K - $94.7K
11.3K $593K
INTU
Intuit Inc

Technology
51
+ 9.09%
$602.01 - $706.25 $30.7K - $36K
612 $384K
SRE
Sempra Energy

Utilities
175
+ 3.58%
$80.81 - $94.77 $14.1K - $16.6K
5.07K $444K
AER
Aer Cap Holdings N.V.

Industrials
304
+ 5.43%
$91.85 - $100.3 $27.9K - $30.5K
5.9K $564K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.16K
+ 7.46%
$71.75 - $75.11 $83.5K - $87.4K
16.8K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
149
+ 2.37%
$216.13 - $242.4 $32.2K - $36.1K
6.45K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
142
+ 3.15%
$112.15 - $127.2 $15.9K - $18.1K
4.65K $562K
GILD
Gilead Sciences, Inc.

Healthcare
72
+ 2.5%
$83.95 - $97.9 $6.04K - $7.05K
2.95K $272K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
34.8K
+ 175.31%
$1.07 - $1.47 $37.2K - $51.2K
54.7K $58K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
364
+ 6.79%
N/A
5.73K $491K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
6.73K
+ 10.21%
$9.14 - $9.66 $61.5K - $65K
72.6K $665K
ABBV
Abb Vie Inc.

Healthcare
530
+ 15.81%
$164.99 - $203.87 $87.4K - $108K
3.88K $689K
TTD
Trade Desk, Inc.

Technology
30
+ 1.0%
$108.7 - $139.51 $3.26K - $4.19K
3.02K $354K
S
Sentinel One, Inc.

Technology
1.89K
+ 20.04%
$22.05 - $28.68 $41.7K - $54.3K
11.3K $251K
URA
Global X Uranium ETF

ETFs
1.49K
+ 16.96%
$26.78 - $33.46 $40K - $50K
10.3K $275K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.19%
$316.94 - $357.88 $634 - $716
1.07K $365K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.07%
$280.08 - $307.97 $280 - $308
1.35K $395K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
628
+ 13.51%
$48.12 - $52.79 $30.2K - $33.2K
5.28K $254K
LOW
Lowes Companies Inc

Consumer Cyclical
301
+ 13.58%
$244.52 - $284.07 $73.6K - $85.5K
2.52K $621K
VNQ
Vanguard Specialized Funds Van

ETFs
470
+ 19.11%
$87.85 - $98.6 $41.3K - $46.3K
2.93K $260K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
384
+ 5.28%
$77.86 - $79.27 $29.9K - $30.4K
7.66K $597K
RWL
Invesco Exchange Traded Fd Tr

ETFs
265
+ 0.65%
$97.11 - $104.1 $25.7K - $27.6K
41K $4.02M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
89
+ 2.54%
$58.39 - $67.04 $5.2K - $5.97K
3.59K $227K
ACN
Accenture PLC

Technology
57
+ 9.93%
$343.9 - $376.86 $19.6K - $21.5K
631 $221K
ORCL
Oracle Corp

Technology
239
+ 4.04%
$165.41 - $192.43 $39.5K - $46K
6.16K $1.03M
DUK
Duke Energy Corp

Utilities
265
+ 14.42%
$105.76 - $120.76 $28K - $32K
2.1K $226K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.12K
+ 21.66%
$104.5 - $125.64 $117K - $140K
6.28K $655K
AJG
Arthur J. Gallagher & Co.

Financial Services
27
+ 2.8%
$278.49 - $315.16 $7.52K - $8.51K
990 $281K
H
Hyatt Hotels Corp

Consumer Cyclical
2
+ 0.09%
$143.07 - $164.62 $286 - $329
2.15K $337K
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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