Perennial Investment Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $989 Million distributed in 475 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $51.2M, Spdr Portfolio S&P 500 Value E with a value of $42.9M, Spdr Ser Tr Msci Usa Strategic with a value of $39.8M, Nvidia Corp with a value of $34M, and Apple Inc. with a value of $32.8M.
Examining the 13F form we can see an increase of $127M in the current position value, from $862M to 989M.
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
$989 Million
ETFs: $692 Million
Technology: $129 Million
Financial Services: $46.2 Million
Consumer Cyclical: $34.7 Million
Communication Services: $26.9 Million
Industrials: $14.4 Million
Consumer Defensive: $13.2 Million
Healthcare: $12.4 Million
Other: $9.37 Million
Stock Holdings Table Market Cap. of $200 Billions or more
