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
PCG
Pg&E Corp

Utilities
-1.92K
- 13.53%
$15.16 - $20.4 $29.1K - $39.1K
12.3K $210K
FSK
Fs Kkr Capital Corp

Financial Services
-1.17K
- 1.82%
$20.47 - $24.06 $23.9K - $28.1K
62.9K $1.32M
MCHP
Microchip Technology Inc

Technology
-578
- 11.05%
$48.41 - $64.3 $28K - $37.2K
4.65K $225K
COP
Conocophillips

Energy
-967
- 19.93%
$88.6 - $105.85 $85.7K - $102K
3.89K $408K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.25K
- 14.43%
$11.22 - $11.8 $58.8K - $61.9K
31.1K $349K
LOW
Lowes Companies Inc

Consumer Cyclical
-138
- 5.48%
$222.66 - $268.42 $30.7K - $37K
2.38K $555K
NXPI
Nxp Semiconductors N.V.

Technology
-62
- 2.05%
$189.99 - $245.86 $11.8K - $15.2K
2.97K $564K
JHML
John Hancock Multifactor Large

ETFs
-428
- 2.88%
$66.07 - $73.03 $28.3K - $31.3K
14.5K $974K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.89K
- 6.06%
N/A
29.3K $922K
MRK
Merck & Co., Inc.

Healthcare
-168
- 3.69%
$83.01 - $101.02 $13.9K - $17K
4.38K $393K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-1.54K
- 23.79%
$39.88 - $41.33 $61.4K - $63.6K
4.93K $203K
XPO
Xpo Logistics, Inc.

Industrials
-25
- 1.19%
$106.12 - $148.16 $2.65K - $3.7K
2.07K $223K
SKYY
First Trust Cloud Computing Et

ETFs
-48
- 1.76%
$102.23 - $131.18 $4.91K - $6.3K
2.68K $273K
IMMR
Immersion Corp

Technology
-1.13K
- 3.06%
$7.44 - $8.97 $8.41K - $10.1K
35.8K $271K
EPD
Enterprise Products Partners L.P.

Energy
-2.18K
- 25.79%
$31.75 - $34.14 $69.2K - $74.5K
6.28K $214K
AMAT
Applied Materials Inc

Technology
-156
- 9.81%
$145.06 - $195.51 $22.6K - $30.5K
1.43K $208K
POOL
Pool Corp

Industrials
-62
- 4.83%
$314.92 - $364.31 $19.5K - $22.6K
1.22K $389K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-28
- 0.1%
$32.42 - $36.13 $908 - $1.01K
28.1K $925K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-32
- 0.58%
$101.98 - $115.66 $3.26K - $3.7K
5.44K $557K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-6.26K
- 19.69%
$8.31 - $8.77 $52K - $54.9K
25.5K $219K
VV
Vanguard Large Cap ETF

ETFs
-120
- 11.78%
$253.32 - $282.66 $30.4K - $33.9K
899 $231K
HON
Honeywell International Inc

Industrials
-81
- 4.51%
$202.75 - $226.52 $16.4K - $18.3K
1.72K $363K
ADP
Automatic Data Processing Inc

Industrials
-184
- 13.63%
$286.85 - $318.64 $52.8K - $58.6K
1.17K $356K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-136
- 3.06%
$108.02 - $120.45 $14.7K - $16.4K
4.31K $474K
SLV
I Shares Silver Trust

ETFs
-7.38K
- 17.95%
$26.93 - $31.32 $199K - $231K
33.7K $1.05M
AZO
Autozone Inc

Consumer Cyclical
-23
- 26.74%
$3193.96 - $3828.11 $73.5K - $88K
63 $240K
FDL
First Tr Morningstar Dividend

ETFs
-2.25K
- 11.25%
$39.69 - $43.83 $89.1K - $98.4K
17.7K $770K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-875
- 2.09%
$50.39 - $50.66 $44.1K - $44.3K
40.9K $2.07M
FDX
Fedex Corp

Industrials
-8
- 0.95%
$230.33 - $281.53 $1.84K - $2.25K
836 $203K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-692
- 2.35%
$50.72 - $50.92 $35.1K - $35.2K
28.8K $1.46M
KRE
Spdr S&P Regional Banking ETF

ETFs
-125
- 1.98%
$55.11 - $65.5 $6.89K - $8.19K
6.19K $351K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.09K
- 11.57%
$28.27 - $29.28 $30.9K - $32K
8.36K $242K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-172
- 8.41%
$120.5 - $145.97 $20.7K - $25.1K
1.87K $246K
EFV
Msci Eafe Value ETF

ETFs
-1.61K
- 14.26%
$51.88 - $60.73 $83.7K - $98K
9.7K $571K
INTU
Intuit Inc

Technology
-19
- 3.1%
$555.63 - $630.23 $10.6K - $12K
593 $364K
VIS
Vanguard Industrial ETF

ETFs
-24
- 2.05%
$243.63 - $273.99 $5.85K - $6.58K
1.15K $283K
EEM
Ishares Msci Emerging Markets

ETFs
-597
- 7.64%
$40.81 - $45.34 $24.4K - $27.1K
7.22K $315K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-208
- 1.99%
$19.04 - $20.15 $3.96K - $4.19K
10.3K $195K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-334
- 11.18%
$69.81 - $78.9 $23.3K - $26.4K
2.65K $206K
AER
Aer Cap Holdings N.V.

Industrials
-412
- 6.99%
$94.11 - $105.78 $38.8K - $43.6K
5.49K $560K
J P Morgan Exchange Traded F
-91
- 0.96%
N/A
9.42K $0
Capital Grp Fixed Incm ETF T
-7.21K
- 27.99%
N/A
18.6K $0
Ge Vernova Inc
-6
- 0.28%
N/A
2.17K $0
Lam Research Corp
-702
- 8.91%
N/A
7.18K $0
Global X Fds
-12K
- 11.76%
N/A
89.9K $0
XLV
Select Sector Spdr Fund Health

ETFs
-744
- 5.27%
$137.61 - $149.68 $102K - $111K
13.4K $1.95M
PG
Procter & Gamble CO

Consumer Defensive
-29
- 0.48%
$158.56 - $176.26 $4.6K - $5.11K
6.03K $1.03M
O
Realty Income Corp

Real Estate
-1.26K
- 6.68%
$51.67 - $58.49 $64.9K - $73.5K
17.5K $1.02M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-328
- 1.13%
$30.51 - $32.85 $10K - $10.8K
28.7K $935K
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
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