Perennial Investment Advisors, LLC New Holdings in Q3 2025

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISCV
Ishares Morningstar Small Cap

ETFs
27.2K
New
$61.33 - $67.87 $1.67M - $1.85M
27.2K $1.82M
SPTL
Spdr Portfolio Long Term Treas

ETFs
45.4K
New
$25.67 - $27.21 $1.17M - $1.24M
45.4K $1.22M
SIVR
Abrdn Silver ETF Trust

ETFs
23.2K
New
$34.34 - $44.62 $798K - $1.04M
23.2K $1.03M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
41.7K
New
$21.89 - $23.17 $913K - $966K
41.7K $962K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.74K
New
$105.16 - $140.03 $604K - $804K
5.74K $778K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
13.2K
New
$53.57 - $54.48 $707K - $719K
13.2K $714K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.61K
New
$195.29 - $223.85 $510K - $584K
2.61K $580K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.77K
New
$50.79 - $76.4 $242K - $365K
4.77K $364K
APP
App Lovin Corp

Technology
506
New
$335.1 - $718.54 $170K - $364K
506 $363K
AVY
Avery Dennison Corp

Industrials
2.08K
New
$158.71 - $184.63 $331K - $385K
2.08K $337K
STRL
Sterling Construction CO Inc

Industrials
869
New
$222.54 - $371.84 $193K - $323K
869 $295K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
23.7K
New
$11.51 - $12.4 $273K - $294K
23.7K $291K
USMC
Principal ETF U S Mega Cap

ETFs
4.25K
New
$62.08 - $68.69 $264K - $292K
4.25K $289K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
22.9K
New
$11.55 - $12.56 $265K - $288K
22.9K $287K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.3K
New
$24.11 - $24.94 $272K - $282K
11.3K $281K
MCK
Mckesson Corp

Healthcare
344
New
$659.01 - $772.54 $227K - $266K
344 $265K
PPG
Ppg Industries Inc

Basic Materials
2.42K
New
$103.65 - $119.07 $250K - $288K
2.42K $253K
FYT
First Trust Small Cap

ETFs
4.41K
New
$50.45 - $57.45 $222K - $253K
4.41K $246K
TRP
Tc Energy Corp

Energy
4.24K
New
$46.58 - $54.41 $198K - $231K
4.24K $230K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.01K
New
$51.78 - $57.89 $208K - $232K
4.01K $230K
WEC
Wec Energy Group, Inc.

Utilities
1.96K
New
$103.66 - $114.59 $203K - $224K
1.96K $224K
HOG
Harley Davidson, Inc.

Consumer Cyclical
8K
New
$22.95 - $31.03 $184K - $248K
8K $223K
PULS
Pgim ETF Tr

ETFs
4.44K
New
$49.58 - $49.83 $220K - $221K
4.44K $221K
XEL
Xcel Energy Inc

Utilities
2.69K
New
$67.56 - $80.65 $181K - $217K
2.69K $216K
FDX
Fedex Corp

Industrials
891
New
$217.1 - $243.2 $193K - $217K
891 $210K
HII
Huntington Ingalls Industries, Inc.

Industrials
719
New
$246.31 - $287.91 $177K - $207K
719 $207K
CVS
Cvs Health Corp

Healthcare
2.75K
New
$58.75 - $76.5 $162K - $211K
2.75K $207K
WMB
Williams Companies, Inc.

Energy
3.26K
New
$56.52 - $64.01 $184K - $209K
3.26K $206K
GXO
Gxo Logistics, Inc.

Industrials
3.9K
New
$48.07 - $54.59 $187K - $213K
3.9K $206K
MDT
Medtronic PLC

Healthcare
2.16K
New
$87.67 - $95.74 $189K - $207K
2.16K $205K
USB
Us Bancorp \De\

Financial Services
4.2K
New
$43.94 - $50.41 $184K - $211K
4.2K $202K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.66K
New
$111.77 - $121.28 $185K - $201K
1.66K $200K
PPLT
Abrdn Platinum ETF Trust

ETFs
1.85K
New
N/A
1.85K $165K
VKQ
Invesco Municipal Trust

Financial Services
11K
New
$8.95 - $9.65 $98.8K - $107K
11K $106K
ONDS
Ondas Holdings Inc.

Technology
13.5K
New
$1.75 - $7.88 $23.6K - $106K
13.5K $105K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
15K
New
$6.44 - $6.96 $96.7K - $105K
15K $103K
American Battery Technology
13.4K
New
N/A
13.4K $0
Ssga Active Tr
9.78K
New
N/A
9.78K $0
Blue Owl Technology Fin Corp
22.9K
New
N/A
22.9K $0
Celularity Inc
13.6K
New
N/A
13.6K $0
Defi Technologies Inc
10K
New
N/A
10K $0
Global X Fds
52.1K
New
N/A
52.1K $0
Gsk PLC
4.69K
New
N/A
4.69K $0
Zooz Pwr LTD
10K
New
N/A
10K $0
Activity Summary
Buys All Purchases 249 New Holdings 45 Increased Positions 204 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 6 Puts 0
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