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
MNST
Monster Beverage Corp

Consumer Defensive
242
+ 4.34%
$55.01 - $64.24 $13.3K - $15.5K
5.82K $364K
SRE
Sempra Energy

Utilities
186
+ 3.76%
$63.78 - $78.91 $11.9K - $14.7K
5.13K $388K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
694
+ 13.97%
$49.98 - $50.26 $34.7K - $34.9K
5.66K $283K
H
Hyatt Hotels Corp

Consumer Cyclical
2
+ 0.1%
$104.22 - $139.65 $208 - $279
2.03K $282K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
116
+ 3.29%
$58.52 - $71.7 $6.79K - $8.32K
3.64K $250K
NVS
Novartis Ag

Healthcare
38
+ 1.25%
$101.96 - $121.01 $3.87K - $4.6K
3.07K $371K
VZ
Verizon Communications Inc

Communication Services
1.79K
+ 7.9%
$41.67 - $45.62 $74.8K - $81.8K
24.5K $1.06M
JNJ
Johnson & Johnson

Healthcare
659
+ 12.28%
$146.36 - $159.82 $96.5K - $105K
6.03K $920K
QCOM
Qualcomm Inc

Technology
25
+ 0.6%
$124.66 - $159.48 $3.12K - $3.99K
4.19K $667K
TJX
Tjx Companies Inc

Consumer Cyclical
144
+ 2.96%
$119.13 - $135.03 $17.2K - $19.4K
5K $617K
TXN
Texas Instruments Inc

Technology
124
+ 4.13%
N/A
3.13K $609K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
26K
+ 36.8%
$0.54 - $0.87 $14K - $22.6K
96.7K $67K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
453
+ 1.57%
$50.52 - $50.92 $22.9K - $23.1K
29.2K $1.49M
ECL
Ecolab Inc.

Basic Materials
41
+ 4.69%
$225.65 - $270.95 $9.25K - $11.1K
916 $246K
BSX
Boston Scientific Corp

Healthcare
63
+ 2.67%
$89.7 - $107.41 $5.65K - $6.77K
2.42K $260K
FEX
First Tr Large Cap Core Alphde

ETFs
7
+ 0.23%
$90.17 - $109.96 $631 - $770
3.03K $332K
KRE
Spdr S&P Regional Banking ETF

ETFs
120
+ 1.94%
$48.81 - $59.48 $5.86K - $7.14K
6.31K $374K
KO
Coca Cola CO

Consumer Defensive
864
+ 1.97%
$68.37 - $73.9 $59.1K - $63.8K
44.8K $3.17M
WDAY
Workday, Inc.

Technology
48
+ 2.84%
$210.47 - $274.71 $10.1K - $13.2K
1.74K $417K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.12K
+ 1537.44%
$87.84 - $1441.89 $537K - $8.82M
6.52K $587K
SPIB
Spdr Portfolio Intermediate Te

ETFs
232
+ 1.17%
$32.62 - $33.58 $7.57K - $7.79K
20.1K $676K
CI
Cigna Corp

Healthcare
40
+ 4.41%
$301.89 - $340.04 $12.1K - $13.6K
947 $313K
SPGI
S&P Global Inc.

Financial Services
11
+ 2.55%
$438.31 - $527.29 $4.82K - $5.8K
443 $233K
ADSK
Autodesk, Inc.

Technology
53
+ 4.05%
N/A
1.36K $334K
XLP
Consumer Staples Sector Spdr

ETFs
171
+ 4.99%
N/A
3.6K $273K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
4.25K
+ 5.69%
$8.6 - $9.49 $36.6K - $40.3K
79K $704K
SRLN
Ssga Active Trust

ETFs
172
+ 1.88%
$39.47 - $41.59 $6.79K - $7.15K
9.33K $388K
NEE
Nextera Energy Inc

Utilities
225
+ 6.31%
$64.11 - $75.0 $14.4K - $16.9K
3.79K $263K
EUSB
Ishares Tr Esg Advanced Total

Technology
22
+ 0.06%
$42.54 - $43.56 $936 - $958
38.2K $1.67M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
292
+ 1.0%
N/A
29.6K $931K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
371
+ 1.6%
$21.55 - $22.2 $8K - $8.24K
23.6K $520K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
50
+ 0.36%
$85.42 - $94.39 $4.27K - $4.72K
14K $1.31M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
142
+ 1.71%
$40.41 - $40.68 $5.74K - $5.78K
8.43K $342K
FSK
Fs Kkr Capital Corp

Financial Services
880
+ 1.4%
$17.95 - $21.5 $15.8K - $18.9K
63.8K $1.32M
WM
Waste Management Inc

Industrials
41
+ 2.61%
$216.47 - $242.1 $8.88K - $9.93K
1.61K $368K
RYLD
Global X Fds Russell 2000 Cove

ETFs
590
+ 3.03%
$13.37 - $15.25 $7.89K - $9K
20K $298K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
231
+ 3.37%
$42.44 - $49.08 $9.8K - $11.3K
7.08K $338K
FTSL
First Trust Senior Ln Fund

ETFs
19
+ 0.35%
$44.58 - $46.07 $847 - $875
5.38K $246K
NRZ
New Residential Investment Corp.

Real Estate
238
+ 2.2%
N/A
11K $80K
TMO
Thermo Fisher Scientific Inc.

Healthcare
272
+ 22.84%
$390.26 - $489.06 $106K - $133K
1.46K $593K
Capital Group New Geography
15.1K
+ 33.5%
N/A
60.2K $0
Blackrock ETF Trust Ii
8.49K
+ 37.42%
N/A
31.2K $0
Blackrock ETF Trust Ii
914
+ 20.91%
N/A
5.29K $0
CGSD
Capital Grp Core Plus Income E
3.28K
+ 12.97%
N/A
28.6K $0
CGMS
Capital Grp Core Plus Income E
30.2K
+ 58.25%
N/A
82.1K $0
Capital Grp Fixed Incm ETF T
2.3K
+ 12.41%
N/A
20.9K $0
FSCO
Fs Cr Opportunities Corp Com
363
+ 2.16%
N/A
17.2K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
41.9K
+ 787.03%
N/A
47.3K $0
Global X Fds
1.34K
+ 1.49%
N/A
91.3K $0
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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