Perennial Investment Advisors, LLC Sells in Q2 2025

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-340K
- 64.2%
$24.48 - $24.9 $8.33M - $8.47M
190K $4.72M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-87K
- 37.8%
$86.05 - $107.7 $7.49M - $9.37M
143K $15.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-121K
- 76.02%
$50.08 - $63.14 $6.04M - $7.62M
38.1K $2.4M
AAPL
Apple Inc.

Technology
-6.93K
- 4.16%
$172.42 - $223.89 $1.2M - $1.55M
160K $32.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-26.4K
- 83.3%
$66.87 - $79.47 $1.77M - $2.1M
5.3K $421K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-58.2K
- 30.83%
$40.73 - $50.06 $2.37M - $2.91M
131K $6.54M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-24.2K
- 84.32%
$70.44 - $86.87 $1.71M - $2.1M
4.51K $391K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.58K
- 7.16%
$483.48 - $539.8 $763K - $852K
20.5K $9.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.41K
- 24.37%
$498.8 - $620.9 $2.2M - $2.74M
13.7K $8.49M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-29.3K
- 32.87%
$60.34 - $74.89 $1.77M - $2.2M
59.9K $4.49M
UNH
Unitedhealth Group Inc

Healthcare
-134
- 4.86%
$274.35 - $599.47 $36.8K - $80.3K
2.63K $818K
FYX
First Tr Small Cap Core Alphad

ETFs
-6.34K
- 34.81%
$79.22 - $97.28 $502K - $616K
11.9K $1.15M
FVD
First Tr Value Line Divid Inde

ETFs
-10.1K
- 17.9%
$40.62 - $45.12 $411K - $457K
46.4K $2.08M
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
-11K
- 62.23%
$40.15 - $48.19 $442K - $530K
6.68K $321K
FTCS
First Trust Capital Strength E

ETFs
-5.15K
- 11.8%
$81.6 - $92.39 $420K - $476K
38.5K $3.5M
PAVE
Global X Fds Us Infrastructure

ETFs
-14.9K
- 27.75%
$33.78 - $43.68 $504K - $652K
38.8K $1.69M
SMIN
Ishares Msci India Small Cap I

ETFs
-4.62K
- 60.63%
$64.64 - $77.18 $299K - $357K
3K $231K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-4.31K
- 10.74%
$47.42 - $51.67 $204K - $222K
35.8K $1.82M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.55K
- 29.1%
$151.62 - $183.47 $235K - $285K
3.78K $694K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.92K
- 16.52%
$45.12 - $46.23 $222K - $228K
24.9K $1.15M
IEFA
Ishares Tr

ETFs
-4.69K
- 19.42%
$67.83 - $84.09 $318K - $395K
19.5K $1.63M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.13K
- 13.34%
$48.5 - $49.35 $200K - $204K
26.8K $1.32M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-4.67K
- 22.16%
$35.62 - $39.64 $166K - $185K
16.4K $638K
O
Realty Income Corp

Real Estate
-3.21K
- 18.32%
$52.27 - $58.52 $168K - $188K
14.3K $825K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.44K
- 39.82%
$77.94 - $79.5 $190K - $194K
3.69K $293K
VB
Vanguard Small Cap ETF

ETFs
-1.32K
- 15.43%
$193.73 - $237.37 $256K - $314K
7.26K $1.72M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.76K
- 6.98%
$67.03 - $80.35 $185K - $222K
36.8K $2.93M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-425
- 9.79%
$99.37 - $134.05 $42.2K - $57K
3.92K $444K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.26K
- 17.18%
$176.34 - $218.59 $222K - $275K
6.07K $1.32M
BMY
Bristol Myers Squibb CO

Healthcare
-697
- 11.73%
$44.12 - $59.6 $30.8K - $41.5K
5.25K $242K
MUB
Ishares National Muni Bond ETF

ETFs
-1.07K
- 34.35%
$102.31 - $105.8 $109K - $113K
2.04K $213K
SBUX
Starbucks Corp

Consumer Cyclical
-585
- 6.86%
$79.69 - $99.41 $46.6K - $58.2K
7.94K $727K
VIG
Vanguard Dividend Appreciation

ETFs
-598
- 5.29%
N/A
10.7K $1.95M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.41K
- 15.0%
$79.56 - $82.92 $112K - $117K
7.99K $662K
MBB
Ishares Tr

ETFs
-1.1K
- 9.33%
$91.41 - $94.22 $100K - $103K
10.7K $1M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-1.09K
- 15.67%
$86.79 - $101.21 $94.8K - $111K
5.88K $579K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-3.32K
- 4.27%
$13.96 - $16.51 $46.3K - $54.7K
74.4K $1.21M
PFE
Pfizer Inc

Healthcare
-2.29K
- 9.19%
$21.59 - $24.84 $49.5K - $56.9K
22.6K $548K
UNP
Union Pacific Corp

Industrials
-300
- 15.22%
$208.27 - $238.46 $62.5K - $71.5K
1.67K $384K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-240
- 14.24%
$376.48 - $440.65 $90.4K - $106K
1.45K $636K
LOW
Lowes Companies Inc

Consumer Cyclical
-197
- 8.28%
$210.83 - $235.28 $41.5K - $46.4K
2.18K $484K
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.33%
$157.66 - $172.39 $3.15K - $3.45K
6.01K $956K
MRK
Merck & Co., Inc.

Healthcare
-229
- 5.23%
$73.47 - $87.12 $16.8K - $20K
4.15K $328K
CMCSA
Comcast Corp

Communication Services
-1.46K
- 15.69%
$32.84 - $36.72 $47.8K - $53.5K
7.83K $279K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-681
- 4.8%
N/A
13.5K $1.16M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-1.17K
- 4.09%
$28.45 - $33.08 $33.3K - $38.7K
27.5K $877K
KRMA
Global X Fds Global X Consciou

ETFs
-3.86K
- 12.01%
$32.84 - $40.38 $127K - $156K
28.3K $1.14M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.11K
- 4.33%
$39.34 - $40.41 $43.6K - $44.8K
24.5K $983K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.11K
- 4.65%
$22.54 - $23.17 $47.5K - $48.9K
43.3K $994K
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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