Perennial Investment Advisors, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $826 Million distributed in 407 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $43.5M, Apple Inc. with a value of $41.1M, Spdr Portfolio S&P 500 Value E with a value of $34.4M, Spdr Ser Tr Msci Usa Strategic with a value of $31.6M, and Nvidia Corp with a value of $29.9M.
Examining the 13F form we can see an increase of $65.1M in the current position value, from $761M to 826M.
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
$826 Million
ETFs: $580 Million
Technology: $114 Million
Financial Services: $40.4 Million
Consumer Cyclical: $30.8 Million
Communication Services: $18.3 Million
Consumer Defensive: $10.8 Million
Healthcare: $9.88 Million
Industrials: $9.57 Million
Other: $9.12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
