Perennial Investment Advisors, LLC Portfolio Holdings

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.84 Million 0.19% of portfolio
13,643
Q2 2025 Added 1.94%
$310B
$1.9 Million 0.19% of portfolio
13,288
Q2 2025 Added 2.45%
$0
$1.74 Million 0.18% of portfolio
68,330
Q2 2025 Added 4.61%
$0
$1.74 Million 0.18% of portfolio
19,420
Q2 2025 Reduced 4.44%
$0
$1.82 Million 0.18% of portfolio
35,790
Q2 2025 Reduced 10.74%
$1.34T
$1.74 Million 0.18% of portfolio
7,664
Q2 2025 Added 4.6%
$0
$1.7 Million 0.17% of portfolio
95,708
Q2 2025 Added 5.49%
$0
$1.73 Million 0.17% of portfolio
76,767
Q2 2025 Added 57.91%
$0
$1.73 Million 0.17% of portfolio
12,473
Q2 2025 Reduced 1.82%
$246B
$1.67 Million 0.17% of portfolio
6,127
Q2 2025 Added 4.5%
$230B
$1.64 Million 0.17% of portfolio
5,568
Q2 2025 Added 5.61%
$0
$1.72 Million 0.17% of portfolio
25,082
Q2 2025 New
$0
$1.67 Million 0.17% of portfolio
38,233
Q2 2025 Added 0.06%
$0
$1.69 Million 0.17% of portfolio
38,829
Q2 2025 Reduced 27.75%
$0
$1.66 Million 0.17% of portfolio
41,672
Q2 2025 Added 31.93%
$0
$1.72 Million 0.17% of portfolio
7,255
Q2 2025 Reduced 15.43%
$279B
$1.59 Million 0.16% of portfolio
16,309
Q2 2025 Added 1.4%
$0
$1.6 Million 0.16% of portfolio
15,903
Q2 2025 Added 21.61%
$0
$1.63 Million 0.16% of portfolio
19,469
Q2 2025 Reduced 19.42%
$0
$1.56 Million 0.16% of portfolio
19,304
Q2 2025 Added 29.1%
$0
$1.49 Million 0.15% of portfolio
21,947
Q2 2025 Added 63.43%
$173B
$1.51 Million 0.15% of portfolio
13,108
Q2 2025 Reduced 5.65%
$0
$1.44 Million 0.15% of portfolio
16,949
Q2 2025 Added 8.46%
$0
$1.51 Million 0.15% of portfolio
30,280
Q2 2025 Added 33.39%
$719B
$1.46 Million 0.15% of portfolio
1,868
Q2 2025 Added 3.15%
$0
$1.49 Million 0.15% of portfolio
29,249
Q2 2025 Added 1.57%
$433B
$1.41 Million 0.14% of portfolio
3,851
Q2 2025 Added 3.0%
$0
$1.4 Million 0.14% of portfolio
7,178
Q2 2025 Added 1.23%
$199B
$1.35 Million 0.14% of portfolio
10,230
Q2 2025 Added 1.47%
$0
$1.4 Million 0.14% of portfolio
15,273
Q2 2025 Reduced 7.05%
$161B
$1.41 Million 0.14% of portfolio
2,587
Q2 2025 Added 6.86%
$0
$1.41 Million 0.14% of portfolio
9,384
Q2 2025 Added 3.33%
$562B
$1.34 Million 0.14% of portfolio
2,388
Q2 2025 Added 3.2%
$467B
$1.35 Million 0.14% of portfolio
12,511
Q2 2025 Added 5.44%
$278B
$1.34 Million 0.14% of portfolio
19,363
Q2 2025 Added 2.67%
$10.6B
$1.39 Million 0.14% of portfolio
21,217
Q2 2025 Added 34.26%
$0
$1.32 Million 0.13% of portfolio
6,071
Q2 2025 Reduced 17.18%
$0
$1.32 Million 0.13% of portfolio
26,838
Q2 2025 Reduced 13.34%
$407B
$1.24 Million 0.13% of portfolio
26,275
Q2 2025 Added 2.83%
$0
$1.31 Million 0.13% of portfolio
14,004
Q2 2025 Added 0.36%
$0
$1.32 Million 0.13% of portfolio
63,760
Q2 2025 Added 1.4%
$0
$1.27 Million 0.13% of portfolio
14,221
Q2 2025 Added 1.94%
$0
$1.31 Million 0.13% of portfolio
6,755
Q2 2025 Added 2.55%
$0
$1.25 Million 0.13% of portfolio
14,643
Q2 2025 Added 2.47%
$0
$1.21 Million 0.12% of portfolio
20,662
Q2 2025 Added 7.45%
$0
$1.15 Million 0.12% of portfolio
24,880
Q2 2025 Reduced 16.52%
$0
$1.14 Million 0.12% of portfolio
28,313
Q2 2025 Reduced 12.01%
$0
$1.21 Million 0.12% of portfolio
16,451
Q2 2025 Reduced 3.68%
$308B
$1.2 Million 0.12% of portfolio
4,671
Q2 2025 Added 1.06%

Summary

  • Portfolio
  • No. of Stocks 475
  • Current Value $989 Million
  • Prior Value $862 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 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.

Choose your preferred platform and Sign Up 👇 Telegram Email