Perennial Investment Advisors, LLC Reduced Holdings in Q2 2025

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IMMR
Immersion Corp

Technology
-281
- 0.79%
$6.63 - $7.98 $1.86K - $2.24K
35.5K $279K
VIS
Vanguard Industrial ETF

ETFs
-88
- 7.69%
$220.04 - $280.07 $19.4K - $24.6K
1.06K $296K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.15K
- 5.92%
$34.72 - $42.74 $40K - $49.3K
18.3K $782K
VV
Vanguard Large Cap ETF

ETFs
-22
- 2.45%
$228.25 - $285.3 $5.02K - $6.28K
877 $250K
MMM
3 M CO

Industrials
-8
- 0.19%
$126.09 - $154.15 $1.01K - $1.23K
4.24K $645K
VBR
Vanguard Small Cap Value ETF

ETFs
-88
- 1.88%
$162.76 - $195.77 $14.3K - $17.2K
4.59K $894K
EFG
Msci Eafe Growth ETF

ETFs
-69
- 1.89%
$89.8 - $112.0 $6.2K - $7.73K
3.57K $400K
SKYY
First Trust Cloud Computing Et

ETFs
-130
- 4.85%
$89.46 - $121.64 $11.6K - $15.8K
2.55K $309K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.61K
- 4.74%
$72.61 - $88.75 $117K - $142K
32.3K $2.86M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-25
- 2.35%
$273.67 - $366.17 $6.84K - $9.15K
1.04K $381K
CDNS
Cadence Design Systems Inc

Technology
-187
- 8.61%
$231.64 - $323.08 $43.3K - $60.4K
1.99K $611K
KKR
Kkr & Co. Inc.

Financial Services
-23
- 0.61%
$92.79 - $134.29 $2.13K - $3.09K
3.74K $497K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-54
- 0.99%
$91.62 - $116.16 $4.95K - $6.27K
5.39K $626K
C
Citigroup Inc

Financial Services
-109
- 1.91%
$58.13 - $85.12 $6.34K - $9.28K
5.59K $475K
NXPI
Nxp Semiconductors N.V.

Technology
-58
- 1.95%
$153.5 - $218.72 $8.9K - $12.7K
2.91K $636K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-902
- 4.44%
$72.96 - $90.39 $65.8K - $81.5K
19.4K $1.74M
UPST
Upstart Holdings, Inc.

Financial Services
-80
- 1.73%
$34.8 - $64.85 $2.78K - $5.19K
4.54K $293K
XLF
Financial Sector Spdr

ETFs
-165
- 0.44%
$43.92 - $52.37 $7.25K - $8.64K
37K $1.94M
KLAC
Kla Corp

Technology
-79
- 10.76%
$576.53 - $902.94 $45.5K - $71.3K
655 $586K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-720
- 1.96%
$90.56 - $109.49 $65.2K - $78.8K
36.1K $3.94M
CCL
Carnival Corp

Consumer Cyclical
-52
- 0.45%
$16.43 - $28.12 $854 - $1.46K
11.5K $323K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.62K
- 2.99%
$51.16 - $62.02 $82.8K - $100K
52.5K $3.25M
SPOT
Spotify Technology S.A.

Communication Services
-37
- 6.28%
$503.3 - $775.9 $18.6K - $28.7K
552 $423K
MCHP
Microchip Technology Inc

Technology
-20
- 0.43%
$35.34 - $71.6 $707 - $1.43K
4.63K $326K
SNOW
Snowflake Inc.

Technology
-42
- 2.9%
$130.53 - $223.77 $5.48K - $9.4K
1.41K $314K
USXF
Ishares Esg Advanced Msci Usa

Technology
-472
- 2.62%
$41.54 - $53.93 $19.6K - $25.5K
17.5K $944K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.43K
- 2.51%
$27.3 - $31.8 $66.4K - $77.4K
94.6K $3.01M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.49%
$1794.73 - $2613.63 $1.79K - $2.61K
203 $530K
ASML
Asml Holding Nv

Technology
-8
- 0.77%
$595.37 - $815.24 $4.76K - $6.52K
1.03K $823K
BA
Boeing CO

Industrials
-153
- 3.44%
$136.59 - $217.51 $20.9K - $33.3K
4.3K $901K
DKNG
Draft Kings Inc.

Consumer Cyclical
-31
- 0.19%
$31.67 - $42.89 $982 - $1.33K
16K $686K
SPMD
Spdr Portfolio

ETFs
-2.86K
- 2.93%
$44.89 - $54.38 $128K - $155K
94.6K $5.15M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.88K
- 3.44%
$82.17 - $99.96 $154K - $188K
52.7K $5.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.25K
- 6.77%
$82.96 - $110.1 $104K - $138K
17.2K $1.9M
SHOP
Shopify Inc.

Technology
-785
- 5.65%
$76.89 - $115.35 $60.4K - $90.5K
13.1K $1.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-700
- 8.62%
$320.42 - $424.58 $224K - $297K
7.42K $3.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
-231
- 1.82%
$104.34 - $138.68 $24.1K - $32K
12.5K $1.73M
PANW
Palo Alto Networks Inc

Technology
-453
- 4.44%
$152.44 - $204.64 $69.1K - $92.7K
9.76K $2M
DIS
Walt Disney CO

Communication Services
-83
- 0.46%
$81.72 - $124.01 $6.78K - $10.3K
18K $2.23M
GOOG
Alphabet Inc.

Communication Services
-101
- 0.43%
$146.58 - $180.01 $14.8K - $18.2K
23.1K $4.1M
GOOGL
Alphabet Inc.

Communication Services
-792
- 2.77%
$144.7 - $178.6 $115K - $141K
27.8K $4.9M
MSTR
Microstrategy Inc

Technology
-779
- 11.19%
$237.95 - $421.61 $185K - $328K
6.18K $2.5M
NFLX
Netflix Inc

Communication Services
-49
- 1.78%
$855.86 - $1339.13 $41.9K - $65.6K
2.7K $3.62M
VTI
Vanguard Total Stock Market Et

ETFs
-369
- 0.88%
$243.75 - $303.93 $89.9K - $112K
41.3K $12.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-11.9K
- 3.63%
$43.53 - $54.46 $517K - $646K
315K $17.2M
PLTR
Palantir Technologies Inc.

Technology
-862
- 2.24%
$74.01 - $144.25 $63.8K - $124K
37.6K $5.13M
AVGO
Broadcom Inc.

Technology
-340
- 1.63%
$146.29 - $275.65 $49.7K - $93.7K
20.5K $5.66M
NVDA
Nvidia Corp

Technology
-18.2K
- 7.8%
$94.31 - $157.99 $1.72M - $2.88M
215K $34M
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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