Perennial Investment Advisors, LLC Reduced Holdings in Q1 2025

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-64
- 6.59%
$274.49 - $329.0 $17.6K - $21.1K
907 $298K
WPC
W. P. Carey Inc.

Real Estate
-223
- 3.95%
$53.5 - $65.05 $11.9K - $14.5K
5.42K $341K
MO
Altria Group, Inc.

Consumer Defensive
-56
- 0.82%
$50.81 - $60.02 $2.85K - $3.36K
6.78K $407K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-64
- 0.16%
$96.9 - $104.39 $6.2K - $6.68K
41K $4.07M
IEFA
Ishares Tr

ETFs
-1.06K
- 4.19%
$69.57 - $78.65 $73.5K - $83.1K
24.2K $1.83M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-12
- 2.93%
$1187.71 - $1432.58 $14.3K - $17.2K
398 $570K
VZ
Verizon Communications Inc

Communication Services
-782
- 3.33%
$37.81 - $46.49 $29.6K - $36.4K
22.7K $1.03M
JNJ
Johnson & Johnson

Healthcare
-15
- 0.28%
$142.06 - $167.7 $2.13K - $2.52K
5.37K $890K
CVX
Chevron Corp

Energy
-963
- 6.91%
$146.71 - $167.97 $141K - $162K
13K $2.17M
T
At&T Inc.

Communication Services
-106
- 0.31%
$21.56 - $28.28 $2.29K - $3K
34K $962K
Activity Summary
Buys All Purchases 295 New Holdings 55 Increased Positions 240 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 10 Puts 1
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