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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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