Perennial Investment Advisors, LLC Portfolio Holdings

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

Perennial Investment Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $862 Million distributed in 434 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $42.9M, Spdr Portfolio S&P 500 Value E with a value of $38.6M, Apple Inc. with a value of $37M, Spdr Ser Tr Msci Usa Strategic with a value of $34M, and Nvidia Corp with a value of $25.3M.

Examining the 13F form we can see an increase of $35.9M in the current position value, from $826M to 862M.

Perennial Investment Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Perennial Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $862 Million
ETFs: $608 Million
Technology: $105 Million
Financial Services: $43.5 Million
Consumer Cyclical: $28.9 Million
Communication Services: $21 Million
Healthcare: $13.1 Million
Consumer Defensive: $12.4 Million
Industrials: $10.4 Million
Other: $10.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.9 Million 4.97% of portfolio
533,197
Q1 2025 Added 7.72%
$0
$38.6 Million 4.47% of portfolio
754,869
Q1 2025 Added 12.34%
$0
$34 Million 3.95% of portfolio
217,151
Q1 2025 Added 6.56%
$0
$23 Million 2.67% of portfolio
230,258
Q1 2025 Added 6.96%
$0
$21.5 Million 2.5% of portfolio
324,725
Q1 2025 Added 127.58%
$0
$20.9 Million 2.43% of portfolio
99,166
Q1 2025 Added 44.32%
$0
$19.8 Million 2.3% of portfolio
338,387
Q1 2025 Reduced 3.21%
$0
$18.9 Million 2.2% of portfolio
134,754
Q1 2025 Added 21.0%
$0
$16.4 Million 1.9% of portfolio
95,872
Q1 2025 Added 27.96%
$0
$16 Million 1.85% of portfolio
327,142
Q1 2025 Added 55.07%
$0
$15.1 Million 1.76% of portfolio
27,075
Q1 2025 Added 15.05%
$0
$13.1 Million 1.52% of portfolio
529,690
Q1 2025 Added 26.39%
$0
$11.5 Million 1.33% of portfolio
41,695
Q1 2025 Added 0.51%
$0
$10.2 Million 1.18% of portfolio
18,078
Q1 2025 Reduced 26.86%
$0
$8.75 Million 1.01% of portfolio
158,744
Q1 2025 Added 73.67%
$0
$8.73 Million 1.01% of portfolio
159,417
Q1 2025 Added 8.97%
$0
$8.46 Million 0.98% of portfolio
18,037
Q1 2025 Added 4.81%
$0
$8.04 Million 0.93% of portfolio
122,294
Q1 2025 Added 32.27%
$0
$7.82 Million 0.91% of portfolio
21,082
Q1 2025 Added 1.44%
$0
$7.49 Million 0.87% of portfolio
13,808
Q1 2025 Added 0.39%
$0
$7.19 Million 0.83% of portfolio
78,972
Q1 2025 Added 1,335.07%
$0
$6.91 Million 0.8% of portfolio
40,008
Q1 2025 Added 1.2%
$0
$6.91 Million 0.8% of portfolio
129,602
Q1 2025 Reduced 32.51%
$0
$6.07 Million 0.7% of portfolio
89,221
Q1 2025 Reduced 38.49%
$0
$4.99 Million 0.58% of portfolio
54,553
Q1 2025 Added 6.99%
$0
$4.99 Million 0.58% of portfolio
97,473
Q1 2025 Reduced 26.3%
$0
$4.93 Million 0.57% of portfolio
36,307
Q1 2025 Added 3.72%
$0
$4.63 Million 0.54% of portfolio
113,602
Q1 2025 Reduced 26.09%
$0
$4.62 Million 0.54% of portfolio
22,853
Q1 2025 Added 56.45%
$0
$4.55 Million 0.53% of portfolio
49,598
Q1 2025 Reduced 3.62%
$0
$4.07 Million 0.47% of portfolio
40,967
Q1 2025 Reduced 0.16%
$0
$3.91 Million 0.45% of portfolio
43,651
Q1 2025 Reduced 3.9%
$0
$3.85 Million 0.45% of portfolio
18,648
Q1 2025 Added 4.9%
$0
$3.85 Million 0.45% of portfolio
36,781
Q1 2025 Added 5.88%
$0
$3.54 Million 0.41% of portfolio
27,004
Q1 2025 Added 12.49%
$0
$3.32 Million 0.39% of portfolio
65,307
Q1 2025 Added 4.2%
$0
$3.16 Million 0.37% of portfolio
54,098
Q1 2025 Reduced 7.25%
$0
$3.1 Million 0.36% of portfolio
39,518
Q1 2025 Reduced 25.84%
$0
$3.14 Million 0.36% of portfolio
130,676
Q1 2025 New
$54.4B
$3.05 Million 0.35% of portfolio
51,771
Q1 2025 Added 91.95%
$0
$3.02 Million 0.35% of portfolio
59,340
Q1 2025 New
$0
$2.9 Million 0.34% of portfolio
84,796
Q1 2025 Added 331.77%
$0
$2.93 Million 0.34% of portfolio
8,121
Q1 2025 Added 20.74%
$0
$2.81 Million 0.33% of portfolio
33,880
Q1 2025 Reduced 32.04%
$0
$2.88 Million 0.33% of portfolio
96,995
Q1 2025 Added 1.11%
$0
$2.73 Million 0.32% of portfolio
74,946
Q1 2025 Added 12.87%
$0
$2.79 Million 0.32% of portfolio
53,842
Q1 2025 Added 0.5%
$0
$2.68 Million 0.31% of portfolio
5,216
Q1 2025 Added 10.6%
$0
$2.63 Million 0.3% of portfolio
9,874
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 434
  • Current Value $862 Million
  • Prior Value $826 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 55 stocks
  • Additional Purchases 240 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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