Perennial Investment Advisors, LLC New Holdings in Q2 2025

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
65.6K
New
$50.09 - $51.09 $3.29M - $3.35M
65.6K $3.35M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
112K
New
$23.45 - $26.56 $2.63M - $2.98M
112K $2.98M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
25.3K
New
$102.02 - $103.5 $2.58M - $2.62M
25.3K $2.61M
AVEM
American Centy ETF Tr Avantis

ETFs
25.1K
New
$53.08 - $68.54 $1.33M - $1.72M
25.1K $1.72M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
15.4K
New
$28.26 - $37.83 $437K - $584K
15.4K $584K
GM
General Motors CO

Consumer Cyclical
10.6K
New
$42.48 - $50.46 $450K - $534K
10.6K $521K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.26K
New
$99.1 - $99.49 $422K - $424K
4.26K $423K
CWS
Advisorshares Tr Advisorshares

ETFs
4.05K
New
$59.37 - $70.0 $240K - $283K
4.05K $283K
FSS
Federal Signal Corp

Industrials
2.67K
New
$69.23 - $106.42 $184K - $284K
2.67K $283K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.34K
New
$71.28 - $83.74 $238K - $280K
3.34K $279K
YUM
Yum Brands Inc

Consumer Cyclical
1.79K
New
$138.36 - $161.45 $248K - $289K
1.79K $265K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.57K
New
$100.44 - $129.37 $258K - $333K
2.57K $264K
NOW
Service Now, Inc.

Technology
253
New
$721.65 - $1040.18 $183K - $263K
253 $260K
SAP
Sap Se

Technology
852
New
$237.53 - $309.8 $202K - $264K
852 $259K
DE
Deere & CO

Industrials
506
New
$412.99 - $531.48 $209K - $269K
506 $257K
COF
Capital One Financial Corp

Financial Services
1.2K
New
$150.57 - $212.76 $181K - $255K
1.2K $255K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.7K
New
$22.4 - $23.8 $239K - $254K
10.7K $254K
URI
United Rentals, Inc.

Industrials
324
New
$551.94 - $753.4 $179K - $244K
324 $244K
HWM
Howmet Aerospace Inc.

Industrials
1.31K
New
$112.33 - $186.13 $147K - $244K
1.31K $243K
NDAQ
Nasdaq, Inc.

Financial Services
2.72K
New
$66.4 - $89.42 $180K - $243K
2.72K $242K
HOLX
Hologic Inc

Healthcare
3.7K
New
$52.73 - $65.22 $195K - $241K
3.7K $240K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.59K
New
$38.81 - $44.28 $217K - $247K
5.59K $237K
AMT
American Tower Corp

Real Estate
1.07K
New
$203.96 - $228.19 $219K - $245K
1.07K $236K
RIOT
Riot Blockchain, Inc.

Technology
20.8K
New
$6.29 - $11.3 $131K - $234K
20.8K $234K
STX
Seagate Technology Holdings PLC

Technology
1.63K
New
$66.54 - $144.33 $108K - $235K
1.63K $234K
XT
Ishares Tr Exponential Technol

ETFs
3.46K
New
$49.86 - $65.25 $173K - $226K
3.46K $225K
APH
Amphenol Corp

Technology
2.27K
New
$59.09 - $98.75 $134K - $224K
2.27K $224K
VST
Vistra Corp.

Utilities
1.16K
New
$98.07 - $195.04 $114K - $226K
1.16K $224K
GTLB
Gitlab Inc.

Technology
4.95K
New
$40.52 - $53.43 $201K - $265K
4.95K $223K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.31K
New
$53.69 - $67.27 $178K - $222K
3.31K $222K
IYF
Ishares Tr

ETFs
1.82K
New
$99.23 - $120.99 $180K - $220K
1.82K $220K
DFAI
Dimensional ETF Tr

ETFs
6.26K
New
$28.02 - $34.71 $175K - $217K
6.26K $216K
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.11K
New
$37.86 - $43.29 $194K - $221K
5.11K $216K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.5K
New
$60.61 - $87.72 $151K - $219K
2.5K $211K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.66K
New
$101.97 - $126.75 $170K - $211K
1.66K $210K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.38K
New
$118.81 - $151.28 $164K - $209K
1.38K $209K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.41K
New
$73.19 - $85.21 $177K - $206K
2.41K $205K
VFH
Vanguard Financial ETF

ETFs
1.6K
New
$104.87 - $127.3 $167K - $203K
1.6K $203K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.42K
New
$73.26 - $84.19 $177K - $203K
2.42K $203K
WDC
Western Digital Corp

Technology
3.17K
New
$30.54 - $63.99 $96.9K - $203K
3.17K $202K
SE
Sea LTD

Consumer Cyclical
1.26K
New
$105.57 - $170.4 $132K - $214K
1.26K $200K
SMR
Nuscale Power Corp

Industrials
4.8K
New
$12.6 - $43.24 $60.5K - $208K
4.8K $189K
SQ
Block, Inc.

Technology
3.17K
New
N/A
3.17K $181K
CYBR
Cyber Ark Software Ltd.

Technology
300
New
$305.98 - $406.88 $91.8K - $122K
300 $122K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
11K
New
$0.42 - $0.95 $4.62K - $10.4K
11K $10K
J P Morgan Exchange Traded F
3.53K
New
N/A
3.53K $0
Linde PLC
474
New
N/A
474 $0
Nebius Group N.V.
13K
New
N/A
13K $0
Blackrock ETF Trust
143K
New
N/A
143K $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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