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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $826 Million
  • Prior Value $761 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 226 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 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.