Perennial Investment Advisors, LLC New Holdings in Q3 2024

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
23.5K
New
$42.54 - $47.97 $1M - $1.13M
23.5K $1.12M
ISCG
Ishares Morningstar Small Cap

ETFs
18.5K
New
$44.24 - $49.07 $818K - $907K
18.5K $905K
FTHI
First Trust Exchange Traded Fd

ETFs
39.1K
New
$21.47 - $23.16 $839K - $905K
39.1K $899K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.05K
New
$100.3 - $100.74 $807K - $811K
8.05K $810K
HYG
Ishares Tr

ETFs
9.51K
New
$76.72 - $80.36 $729K - $764K
9.51K $763K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.31K
New
$56.04 - $62.99 $466K - $524K
8.31K $508K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
972
New
$386.81 - $423.12 $376K - $411K
972 $411K
USXF
Ishares Esg Advanced Msci Usa

Technology
7.78K
New
$43.59 - $49.35 $339K - $384K
7.78K $381K
MELI
Mercadolibre Inc

Consumer Cyclical
143
New
$1591.44 - $2140.1 $228K - $306K
143 $293K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.89K
New
$50.85 - $53.88 $249K - $264K
4.89K $262K
URA
Global X Uranium ETF

ETFs
8.81K
New
$23.18 - $31.26 $204K - $275K
8.81K $252K
ILCV
Ishares Morningstar Value ETF

ETFs
3K
New
$75.47 - $82.2 $227K - $247K
3K $246K
BMY
Bristol Myers Squibb CO

Healthcare
4.71K
New
$39.66 - $51.75 $187K - $244K
4.71K $243K
DVY
Ishares Tr

ETFs
1.8K
New
$119.99 - $135.74 $216K - $245K
1.8K $243K
GILD
Gilead Sciences, Inc.

Healthcare
2.88K
New
$66.59 - $83.99 $192K - $242K
2.88K $241K
BNDX
Vanguard Total International B

ETFs
4.78K
New
$48.42 - $50.35 $232K - $241K
4.78K $240K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4.65K
New
$44.56 - $50.18 $207K - $233K
4.65K $232K
S
Sentinel One, Inc.

Technology
9.45K
New
$19.76 - $25.26 $187K - $239K
9.45K $225K
NKE
Nike, Inc.

Consumer Cyclical
2.52K
New
$71.09 - $89.44 $179K - $225K
2.52K $222K
PGR
Progressive Corp

Financial Services
860
New
$209.46 - $259.24 $180K - $223K
860 $218K
NVS
Novartis Ag

Healthcare
1.89K
New
$106.13 - $120.89 $201K - $229K
1.89K $217K
MS
Morgan Stanley

Financial Services
2.08K
New
$92.07 - $106.96 $192K - $223K
2.08K $217K
XLP
Consumer Staples Sector Spdr

ETFs
2.84K
New
$76.04 - $76.04 $216K - $216K
2.84K $215K
TM
Toyota Motor Corp

Consumer Cyclical
1.21K
New
$167.18 - $207.59 $202K - $250K
1.21K $215K
DUK
Duke Energy Corp

Utilities
1.84K
New
$99.35 - $117.71 $183K - $216K
1.84K $211K
DFAX
Dimensional ETF Tr
7.83K
New
$24.29 - $27.25 $190K - $213K
7.83K $211K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.73K
New
$114.73 - $120.23 $199K - $208K
1.73K $207K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.5K
New
$52.1 - $59.66 $182K - $209K
3.5K $207K
ZTS
Zoetis Inc.

Healthcare
1.04K
New
$172.58 - $196.48 $179K - $204K
1.04K $203K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
8K
New
$21.98 - $25.4 $176K - $203K
8K $203K
ACN
Accenture PLC

Technology
574
New
$295.44 - $355.81 $170K - $204K
574 $202K
EWJ
Ishares Msci Japan ETF

ETFs
2.81K
New
$63.12 - $72.99 $177K - $205K
2.81K $200K
SITM
Sitime Corp

Technology
1.03K
New
$112.1 - $176.03 $115K - $180K
1.03K $175K
VRT
Vertiv Holdings CO

Industrials
1.38K
New
$86.66 - $86.66 $120K - $120K
1.38K $119K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
11.6K
New
$1.51 - $2.39 $17.5K - $27.7K
11.6K $18K
Ge Vernova Inc
2.18K
New
N/A
2.18K $0
Global X Fds
67.6K
New
N/A
67.6K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.95K
New
N/A
4.95K $0
Activity Summary
Buys All Purchases 210 New Holdings 39 Increased Positions 171 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 16 Puts 2
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email