Perennial Investment Advisors, LLC Sells in Q3 2024

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-121
- 1.69%
$41.9 - $48.26 $5.07K - $5.84K
7.03K $336K
PG
Procter & Gamble CO

Consumer Defensive
-135
- 2.34%
$160.76 - $177.82 $21.7K - $24K
5.63K $974K
JPM
Jpmorgan Chase & CO

Financial Services
-267
- 2.82%
$194.9 - $224.8 $52K - $60K
9.2K $1.94M
PCG
Pg&E Corp

Utilities
-240
- 1.69%
$17.08 - $20.6 $4.1K - $4.94K
14K $276K
MCD
Mcdonalds Corp

Consumer Cyclical
-155
- 9.97%
$245.82 - $304.51 $38.1K - $47.2K
1.4K $426K
TJX
Tjx Companies Inc

Consumer Cyclical
-17
- 0.38%
$107.93 - $120.23 $1.83K - $2.04K
4.51K $530K
IWS
Ishares Russell Midcap Value E

ETFs
-238
- 4.28%
$119.52 - $132.25 $28.4K - $31.5K
5.32K $703K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-171
- 1.51%
$71.01 - $78.81 $12.1K - $13.5K
11.1K $876K
CRM
Salesforce, Inc.

Technology
-114
- 3.03%
$238.42 - $276.53 $27.2K - $31.5K
3.65K $998K
SRE
Sempra Energy

Utilities
-70
- 1.41%
$74.97 - $84.04 $5.25K - $5.88K
4.89K $409K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-37
- 1.03%
$95.1 - $106.76 $3.52K - $3.95K
3.55K $379K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-2.78K
- 2.78%
$30.82 - $34.49 $85.6K - $95.8K
97.3K $3.33M
KRE
Spdr S&P Regional Banking ETF

ETFs
-200
- 3.07%
$47.94 - $59.23 $9.59K - $11.8K
6.31K $357K
UNP
Union Pacific Corp

Industrials
-30
- 1.14%
$221.78 - $256.09 $6.65K - $7.68K
2.61K $641K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-12.3K
- 6.07%
$42.72 - $47.0 $527K - $580K
191K $8.97M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.38K
- 5.22%
$26.69 - $29.87 $197K - $220K
134K $3.9M
ADP
Automatic Data Processing Inc

Industrials
-3
- 0.22%
$233.44 - $279.45 $700 - $838
1.35K $373K
AXP
American Express CO

Financial Services
-15
- 1.0%
$225.92 - $271.17 $3.39K - $4.07K
1.48K $402K
SLV
I Shares Silver Trust

ETFs
-179
- 0.5%
$24.33 - $29.38 $4.36K - $5.26K
35.4K $1M
CAT
Caterpillar Inc

Industrials
-1
- 0.09%
$316.8 - $391.12 $317 - $391
1.05K $411K
IWP
Ishares Russell Mid Cap Growth

ETFs
-246
- 1.89%
$103.87 - $117.59 $25.6K - $28.9K
12.8K $1.5M
LMT
Lockheed Martin Corp

Industrials
-33
- 4.46%
$460.3 - $584.56 $15.2K - $19.3K
707 $413K
FDL
First Tr Morningstar Dividend

ETFs
-331
- 1.62%
$37.66 - $42.06 $12.5K - $13.9K
20.1K $843K
CRF
Cornerstone Total Return Fund Inc

Financial Services
-1.52K
- 0.4%
$7.11 - $8.09 $10.8K - $12.3K
379K $3.06M
JNJ
Johnson & Johnson

Healthcare
-37
- 0.67%
$145.48 - $167.38 $5.38K - $6.19K
5.46K $885K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-64
- 1.49%
$475.2 - $527.7 $30.4K - $33.8K
4.23K $2.23M
FYX
First Tr Small Cap Core Alphad

ETFs
-1.44K
- 5.69%
$89.32 - $100.62 $129K - $145K
23.9K $2.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-158
- 0.8%
$75.32 - $84.37 $11.9K - $13.3K
19.6K $1.64M
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.49%
$213.3 - $270.78 $2.35K - $2.98K
2.22K $600K
SBUX
Starbucks Corp

Consumer Cyclical
-190
- 2.89%
$72.51 - $98.6 $13.8K - $18.7K
6.38K $622K
MMM
3 M CO

Industrials
-295
- 6.54%
$99.69 - $139.42 $29.4K - $41.1K
4.21K $575K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-35
- 0.67%
$97.96 - $124.99 $3.43K - $4.37K
5.16K $642K
HD
Home Depot, Inc.

Consumer Cyclical
-256
- 6.71%
$333.64 - $405.2 $85.4K - $104K
3.56K $1.44M
SHOP
Shopify Inc.

Technology
-380
- 3.23%
$52.26 - $80.75 $19.9K - $30.7K
11.4K $911K
ORCL
Oracle Corp

Technology
-166
- 2.73%
$125.9 - $170.35 $20.9K - $28.3K
5.92K $1.01M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-150
- 0.51%
$27.45 - $34.49 $4.12K - $5.17K
29K $990K
IBM
International Business Machines Corp

Technology
-172
- 3.46%
$175.1 - $223.38 $30.1K - $38.4K
4.81K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
-1.62K
- 3.69%
$255.18 - $283.2 $412K - $458K
42.2K $12M
KO
Coca Cola CO

Consumer Defensive
-224
- 0.51%
$62.69 - $73.01 $14K - $16.4K
43.8K $3.15M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-455
- 0.72%
$71.9 - $79.86 $32.7K - $36.3K
62.6K $4.98M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.86K
- 5.41%
$77.23 - $87.97 $452K - $515K
102K $8.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-331
- 2.74%
$405.19 - $478.57 $134K - $158K
11.8K $5.41M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-652
- 0.68%
$85.03 - $94.56 $55.4K - $61.7K
94.8K $8.83M
SPYG
Spdr Portfolio

ETFs
-7.91K
- 1.45%
$73.38 - $84.1 $581K - $665K
539K $44.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-26.9K
- 3.42%
$48.51 - $52.86 $1.3M - $1.42M
759K $40.1M
AAPL
Apple Inc.

Technology
-141
- 0.08%
$207.23 - $234.82 $29.2K - $33.1K
169K $39.3M
Activity Summary
Buys All Purchases 210 New Holdings 39 Increased Positions 171 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 16 Puts 2
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