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.

Portfolio value $862 Million
ETFs: $608 Million
Technology: $105 Million
Financial Services: $43.5 Million
Consumer Cyclical: $28.9 Million
Communication Services: $21 Million
Healthcare: $13.1 Million
Consumer Defensive: $12.4 Million
Industrials: $10.4 Million
Other: $10.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.25 Million 0.38% of portfolio
436,957
Q1 2025 Added 0.52%
$0
$3.16 Million 0.37% of portfolio
54,098
Q1 2025 Reduced 7.25%
$313B
$3.15 Million 0.36% of portfolio
43,927
Q1 2025 Added 0.39%
$0
$3.1 Million 0.36% of portfolio
39,518
Q1 2025 Reduced 25.84%
$0
$3.14 Million 0.36% of portfolio
130,676
Q1 2025 New
$53.2B
$3.05 Million 0.35% of portfolio
51,771
Q1 2025 Added 91.95%
$0
$3.02 Million 0.35% of portfolio
59,340
Q1 2025 New
$0
$2.9 Million 0.34% of portfolio
84,796
Q1 2025 Added 331.77%
$0
$2.93 Million 0.34% of portfolio
8,121
Q1 2025 Added 20.74%
$0
$2.92 Million 0.34% of portfolio
406,140
Q1 2025 Added 0.87%
$0
$2.81 Million 0.33% of portfolio
33,880
Q1 2025 Reduced 32.04%
$0
$2.88 Million 0.33% of portfolio
96,995
Q1 2025 Added 1.11%
$0
$2.73 Million 0.32% of portfolio
74,946
Q1 2025 Added 12.87%
$0
$2.79 Million 0.32% of portfolio
53,842
Q1 2025 Added 0.5%
$606B
$2.67 Million 0.31% of portfolio
7,606
Q1 2025 Added 20.5%
$0
$2.68 Million 0.31% of portfolio
5,216
Q1 2025 Added 10.6%
$536B
$2.57 Million 0.3% of portfolio
2,752
Q1 2025 Added 58.25%
$0
$2.52 Million 0.29% of portfolio
56,548
Q1 2025 Reduced 9.82%
$0
$2.45 Million 0.28% of portfolio
31,749
Q1 2025 Reduced 13.07%
$788B
$2.38 Million 0.28% of portfolio
9,719
Q1 2025 Added 4.67%
$0
$2.43 Million 0.28% of portfolio
111,117
Q1 2025 Added 46.92%
$0
$2.28 Million 0.26% of portfolio
28,736
Q1 2025 Reduced 24.65%
$281B
$2.17 Million 0.25% of portfolio
12,970
Q1 2025 Reduced 6.91%
$0
$2.19 Million 0.25% of portfolio
35,455
Q1 2025 Added 25.33%
$0
$2.06 Million 0.24% of portfolio
40,096
Q1 2025 Added 7.65%
$0
$2.06 Million 0.24% of portfolio
11,314
Q1 2025 Reduced 5.56%
$0
$2.07 Million 0.24% of portfolio
40,924
Q1 2025 Reduced 2.09%
$0
$2.03 Million 0.24% of portfolio
53,745
Q1 2025 Reduced 47.8%
$0
$2.05 Million 0.24% of portfolio
61,458
Q1 2025 Added 66.22%
$0
$1.94 Million 0.23% of portfolio
15,939
Q1 2025 Reduced 0.8%
$0
$1.95 Million 0.23% of portfolio
13,383
Q1 2025 Reduced 5.27%
$3.66B
$2.01 Million 0.23% of portfolio
6,961
Q1 2025 Added 19.54%
$0
$1.95 Million 0.23% of portfolio
68,947
Q1 2025 Added 152.32%
$0
$1.9 Million 0.22% of portfolio
8,579
Q1 2025 Reduced 5.49%
$106B
$1.94 Million 0.22% of portfolio
6,718
Q1 2025 Reduced 0.33%
$0
$1.85 Million 0.21% of portfolio
37,213
Q1 2025 Reduced 9.77%
$1.26B
$1.79 Million 0.21% of portfolio
243,822
Q1 2025 Added 15.23%
$0
$1.77 Million 0.21% of portfolio
6,840
Q1 2025 Added 1.27%
$0
$1.83 Million 0.21% of portfolio
24,161
Q1 2025 Reduced 4.19%
$216B
$1.78 Million 0.21% of portfolio
18,073
Q1 2025 Added 13.92%
$58.6B
$1.74 Million 0.2% of portfolio
10,211
Q1 2025 Reduced 0.13%
$0
$1.75 Million 0.2% of portfolio
48,048
Q1 2025 Added 9.08%
$0
$1.72 Million 0.2% of portfolio
53,007
Q1 2025 Reduced 45.09%
$0
$1.71 Million 0.2% of portfolio
18,472
Q1 2025 Added 1.67%
$0
$1.74 Million 0.2% of portfolio
32,458
Q1 2025 Added 6.11%
$0
$1.74 Million 0.2% of portfolio
15,990
Q1 2025 Added 32.03%
$0
$1.67 Million 0.19% of portfolio
17,359
Q1 2025 Added 13.64%
$0
$1.66 Million 0.19% of portfolio
20,322
Q1 2025 Added 3.45%
$0
$1.6 Million 0.19% of portfolio
90,726
Q1 2025 Added 29.32%

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
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