Perennial Investment Advisors, LLC Portfolio Holdings
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
Perennial Investment Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $761 Million distributed in 401 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $44.7M, Spdr Portfolio S&P 500 Value E with a value of $40.1M, Apple Inc. with a value of $39.3M, Spdr Ser Tr Msci Usa Strategic with a value of $28.8M, and Nvidia Corp with a value of $27.1M.
Examining the 13F form we can see an increase of $63.1M in the current position value, from $698M to 761M.
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 401
- Current Value $761 Million
- Prior Value $698 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 39 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks