Perennial Investment Advisors, LLC Sells in Q4 2024

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-148K
- 43.57%
$52.49 - $56.58 $7.78M - $8.39M
192K $10.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-87K
- 11.46%
$51.09 - $55.27 $4.44M - $4.81M
672K $34.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-45K
- 47.42%
$89.9 - $100.66 $4.04M - $4.53M
49.9K $4.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-49.1K
- 47.96%
$84.34 - $95.14 $4.14M - $4.67M
53.3K $4.65M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-34.4K
- 47.39%
$86.65 - $94.9 $2.98M - $3.26M
38.1K $3.31M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-79.4K
- 81.66%
$33.57 - $38.43 $2.67M - $3.05M
17.8K $600K
LSAF
Two Rds Shared Tr

ETFs
-60.1K
- 43.01%
$40.52 - $44.24 $2.44M - $2.66M
79.6K $3.23M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-26.1K
- 41.69%
$78.43 - $87.17 $2.05M - $2.28M
36.5K $2.93M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-29.7K
- 53.4%
$38.37 - $42.82 $1.14M - $1.27M
25.9K $994K
SPYG
Spdr Portfolio

ETFs
-44.2K
- 8.2%
$81.74 - $91.38 $3.62M - $4.04M
495K $43.5M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-9.32K
- 74.08%
$64.28 - $76.45 $599K - $713K
3.26K $210K
FTCS
First Trust Capital Strength E

ETFs
-6.53K
- 12.56%
$87.62 - $94.03 $572K - $614K
45.4K $3.99M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-8.52K
- 6.35%
$26.05 - $29.17 $222K - $248K
126K $3.29M
FVD
First Tr Value Line Divid Inde

ETFs
-10.6K
- 14.51%
$43.4 - $46.7 $462K - $497K
62.7K $2.74M
VGT
Vanguard Information Technolog

ETFs
-1.8K
- 11.6%
$571.78 - $647.97 $1.03M - $1.17M
13.8K $8.55M
AMD
Advanced Micro Devices Inc

Technology
-823
- 8.77%
$118.88 - $172.8 $97.8K - $142K
8.56K $1.03M
KO
Coca Cola CO

Consumer Defensive
-59
- 0.13%
$61.74 - $71.71 $3.64K - $4.23K
43.8K $2.72M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-13.3K
- 21.29%
$24.94 - $26.14 $333K - $349K
49.3K $1.23M
XLV
Select Sector Spdr Fund Health

ETFs
-849
- 5.67%
$136.28 - $154.74 $116K - $131K
14.1K $1.94M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.05K
- 8.41%
$34.13 - $37.35 $138K - $151K
44K $1.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.98K
- 45.78%
$59.74 - $60.03 $298K - $299K
5.9K $352K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-7.23K
- 25.83%
$40.86 - $43.42 $295K - $314K
20.8K $870K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.19K
- 15.03%
$370.24 - $418.94 $441K - $499K
6.73K $2.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.8K
- 16.41%
$22.39 - $23.45 $219K - $230K
49.9K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
-63
- 2.26%
$485.52 - $625.25 $30.6K - $39.4K
2.73K $1.38M
PEP
Pepsico Inc

Consumer Defensive
-392
- 3.87%
$151.29 - $176.1 $59.3K - $69K
9.75K $1.48M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.18K
- 2.02%
$44.33 - $49.55 $141K - $157K
154K $6.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.66K
- 5.9%
$61.68 - $67.87 $226K - $248K
58.3K $3.63M
MBB
Ishares Tr

ETFs
-1.69K
- 12.68%
$91.26 - $95.82 $154K - $162K
11.6K $1.07M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.3K
- 10.31%
$45.07 - $47.1 $149K - $156K
28.7K $1.3M
UNP
Union Pacific Corp

Industrials
-694
- 26.62%
$223.15 - $249.32 $155K - $173K
1.91K $436K
O
Realty Income Corp

Real Estate
-213
- 1.12%
$51.76 - $64.71 $11K - $13.8K
18.8K $1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-4.68K
- 19.46%
$32.65 - $33.68 $153K - $158K
19.4K $635K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-5.12K
- 6.06%
$22.42 - $22.97 $115K - $118K
79.3K $1.78M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.63K
- 5.44%
$60.73 - $64.94 $98.9K - $106K
28.3K $1.74M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-12.6K
- 28.37%
$8.2 - $9.12 $103K - $115K
31.8K $265K
MRK
Merck & Co., Inc.

Healthcare
-613
- 11.87%
$96.31 - $114.76 $59K - $70.3K
4.55K $452K
SRLN
Ssga Active Trust

ETFs
-2.97K
- 24.61%
$41.48 - $42.08 $123K - $125K
9.09K $379K
SPMD
Spdr Portfolio

ETFs
-2.27K
- 1.69%
$54.13 - $59.56 $123K - $135K
132K $7.23M
KRMA
Global X Fds Global X Consciou

ETFs
-3.07K
- 11.04%
$38.55 - $40.97 $118K - $126K
24.7K $965K
WPC
W. P. Carey Inc.

Real Estate
-1.22K
- 17.74%
$53.44 - $61.33 $65K - $74.6K
5.64K $307K
CVX
Chevron Corp

Energy
-588
- 4.05%
$141.15 - $162.53 $83K - $95.6K
13.9K $2.02M
NXPI
Nxp Semiconductors N.V.

Technology
-77
- 2.48%
$207.27 - $255.58 $16K - $19.7K
3.03K $629K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.74K
- 9.22%
$27.8 - $29.05 $76K - $79.5K
26.9K $751K
BOTZ
Global X Fds

ETFs
-3.3K
- 24.15%
$31.11 - $34.18 $103K - $113K
10.4K $330K
JNJ
Johnson & Johnson

Healthcare
-82
- 1.5%
$143.34 - $165.86 $11.8K - $13.6K
5.38K $778K
EEM
Ishares Msci Emerging Markets

ETFs
-1.54K
- 16.45%
$41.82 - $47.36 $64.4K - $72.9K
7.81K $326K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-870
- 1.66%
$91.29 - $91.8 $79.4K - $79.9K
51.5K $4.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-973
- 6.59%
$69.58 - $74.87 $67.7K - $72.8K
13.8K $964K
Activity Summary
Buys All Purchases 271 New Holdings 45 Increased Positions 226 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 4 Puts 0
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