Perennial Investment Advisors, LLC Sells in Q1 2025

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-6.64K
- 26.86%
$554.06 - $615.85 $3.68M - $4.09M
18.1K $10.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-55.8K
- 38.49%
$67.03 - $74.61 $3.74M - $4.17M
89.2K $6.07M
OMFL
Invesco Exchange Traded Self I

ETFs
-62.4K
- 32.51%
$52.19 - $57.45 $3.26M - $3.59M
130K $6.91M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-102K
- 80.95%
$25.54 - $27.64 $2.6M - $2.81M
23.9K $652K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-40.1K
- 26.09%
$40.03 - $46.81 $1.61M - $1.88M
114K $4.63M
SPMD
Spdr Portfolio

ETFs
-34.8K
- 26.3%
$50.21 - $57.73 $1.75M - $2.01M
97.5K $4.99M
PAVE
Global X Fds Us Infrastructure

ETFs
-49.2K
- 47.8%
$37.31 - $43.82 $1.84M - $2.16M
53.7K $2.03M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-16K
- 32.04%
$80.73 - $94.96 $1.29M - $1.52M
33.9K $2.81M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-13.8K
- 25.84%
$77.33 - $90.16 $1.06M - $1.24M
39.5K $3.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-26.6K
- 59.1%
$45.72 - $51.73 $1.21M - $1.37M
18.4K $845K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-9.4K
- 24.65%
$77.91 - $92.26 $733K - $867K
28.7K $2.28M
RDVY
First Trust Rising Dividend Ac

ETFs
-11.2K
- 3.21%
$57.22 - $63.39 $643K - $712K
338K $19.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-33.1K
- 67.13%
$24.73 - $25.62 $819K - $849K
16.2K $414K
FYX
First Tr Small Cap Core Alphad

ETFs
-4.96K
- 21.42%
$89.26 - $104.61 $443K - $519K
18.2K $1.64M
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
-11.4K
- 39.16%
$39.22 - $49.82 $446K - $567K
17.7K $758K
CGDV
Capital Group Divid Value ETF

ETFs
-18.5K
- 60.6%
$34.95 - $37.36 $648K - $693K
12.1K $429K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.77K
- 13.07%
$75.47 - $84.24 $360K - $402K
31.7K $2.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.23K
- 7.25%
$57.21 - $65.8 $242K - $278K
54.1K $3.16M
AMD
Advanced Micro Devices Inc

Technology
-2.88K
- 33.66%
$96.63 - $129.55 $278K - $373K
5.68K $583K
SMIN
Ishares Msci India Small Cap I

ETFs
-4.87K
- 38.98%
$61.54 - $77.16 $300K - $376K
7.62K $518K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-4.01K
- 24.85%
$91.76 - $103.26 $368K - $414K
12.1K $1.12M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-3K
- 1.56%
$44.7 - $49.05 $134K - $147K
189K $8.55M
SOFI
So Fi Technologies, Inc.

Financial Services
-1.29K
- 1.26%
$11.18 - $18.03 $14.4K - $23.3K
101K $1.17M
VB
Vanguard Small Cap ETF

ETFs
-498
- 5.49%
$217.89 - $252.64 $109K - $126K
8.58K $1.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.46K
- 24.92%
$37.07 - $40.63 $240K - $263K
19.5K $766K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.87K
- 23.4%
$79.17 - $82.04 $227K - $236K
9.4K $768K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-841
- 10.47%
$65.15 - $91.81 $54.8K - $77.2K
7.2K $469K
FVD
First Tr Value Line Divid Inde

ETFs
-6.16K
- 9.82%
$42.61 - $45.51 $262K - $280K
56.5K $2.52M
VBR
Vanguard Small Cap Value ETF

ETFs
-706
- 13.12%
$183.02 - $207.75 $129K - $147K
4.68K $870K
EFG
Msci Eafe Growth ETF

ETFs
-1.97K
- 35.13%
$96.1 - $106.37 $190K - $210K
3.64K $364K
DVY
Ishares Tr

ETFs
-1.31K
- 44.91%
$128.58 - $138.1 $168K - $180K
1.6K $215K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.23K
- 6.94%
$82.81 - $92.93 $102K - $114K
16.4K $1.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.86K
- 3.62%
$91.45 - $91.75 $170K - $171K
49.6K $4.55M
SCHO
Schwab Short Term Us Treasury

ETFs
-6.04K
- 40.32%
$24.1 - $24.34 $145K - $147K
8.94K $217K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-212
- 2.28%
$126.86 - $146.45 $26.9K - $31K
9.08K $1.15M
XLF
Financial Sector Spdr

ETFs
-4.03K
- 9.77%
$47.32 - $52.19 $191K - $210K
37.2K $1.85M
MITK
Mitek Systems Inc

Technology
-800
- 1.85%
$8.25 - $11.02 $6.6K - $8.82K
42.4K $349K
IWP
Ishares Russell Mid Cap Growth

ETFs
-82
- 0.64%
$114.9 - $139.6 $9.42K - $11.4K
12.7K $1.49M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-129
- 0.8%
$120.24 - $134.3 $15.5K - $17.3K
15.9K $1.94M
VBK
Vanguard Small Cap Growth ETF

ETFs
-112
- 3.3%
$247.97 - $296.33 $27.8K - $33.2K
3.28K $825K
VIG
Vanguard Dividend Appreciation

ETFs
-666
- 5.56%
N/A
11.3K $2.06M
PANW
Palo Alto Networks Inc

Technology
-13
- 0.13%
$167.82 - $208.28 $2.18K - $2.71K
10.2K $1.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.53K
- 20.0%
$77.7 - $78.94 $119K - $121K
6.13K $483K
MSI
Motorola Solutions, Inc.

Technology
-199
- 24.03%
$411.73 - $482.1 $81.9K - $95.9K
629 $275K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.54K
- 9.1%
$22.25 - $23.0 $101K - $105K
45.4K $1.04M
PPG
Ppg Industries Inc

Basic Materials
-607
- 19.85%
$107.44 - $124.29 $65.2K - $75.4K
2.45K $268K
SRE
Sempra Energy

Utilities
-123
- 2.43%
$67.85 - $87.67 $8.35K - $10.8K
4.95K $352K
H
Hyatt Hotels Corp

Consumer Cyclical
-129
- 5.99%
$120.83 - $166.34 $15.6K - $21.5K
2.02K $247K
FTCS
First Trust Capital Strength E

ETFs
-1.77K
- 3.9%
$86.39 - $91.35 $153K - $162K
43.7K $3.91M
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