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
$17.5B
$1.05 Million 0.12% of portfolio
33,735
Q1 2025 Reduced 17.95%
$0
$1.04 Million 0.12% of portfolio
45,397
Q1 2025 Reduced 9.1%
$0
$1.02 Million 0.12% of portfolio
22,701
Q1 2025 Added 14.25%
$0
$1.02 Million 0.12% of portfolio
5,876
Q1 2025 Added 2.57%
$35.4B
$1.02 Million 0.12% of portfolio
17,539
Q1 2025 Reduced 6.68%
$0
$971,000 0.11% of portfolio
27,798
Q1 2025 Added 43.97%
$0
$961,000 0.11% of portfolio
9,721
Q1 2025 Added 5.19%
$0
$974,000 0.11% of portfolio
14,457
Q1 2025 Reduced 2.88%
$0
$922,000 0.11% of portfolio
29,274
Q1 2025 Reduced 6.06%
$9.75B
$978,000 0.11% of portfolio
15,803
Q1 2025 Added 77.1%
$4.71B
$935,000 0.11% of portfolio
28,665
Q1 2025 Reduced 1.13%
$0
$925,000 0.11% of portfolio
28,067
Q1 2025 Reduced 0.1%
$264B
$925,000 0.11% of portfolio
4,622
Q1 2025 Added 4.31%
$203B
$962,000 0.11% of portfolio
34,046
Q1 2025 Reduced 0.31%
$98B
$920,000 0.11% of portfolio
5,336
Q1 2025 Added 0.57%
$0
$886,000 0.1% of portfolio
9,608
Q1 2025 Added 3.63%
$0
$833,000 0.1% of portfolio
14,066
Q1 2025 Added 12.55%
$99.4B
$836,000 0.1% of portfolio
8,525
Q1 2025 Added 32.11%
$0
$870,000 0.1% of portfolio
4,675
Q1 2025 Reduced 13.12%
$0
$825,000 0.1% of portfolio
3,279
Q1 2025 Reduced 3.3%
$0
$839,000 0.1% of portfolio
17,983
Q1 2025 Added 62.87%
$157B
$892,000 0.1% of portfolio
2,866
Q1 2025 Added 4.87%
$409B
$890,000 0.1% of portfolio
5,367
Q1 2025 Reduced 0.28%
$0
$832,000 0.1% of portfolio
21,078
Q1 2025 Added 1.51%
$335B
$843,000 0.1% of portfolio
4,024
Q1 2025 Added 3.66%
$0
$845,000 0.1% of portfolio
18,381
Q1 2025 Reduced 59.1%
$0
$887,000 0.1% of portfolio
13,975
Q1 2025 New
$0
$842,000 0.1% of portfolio
13,429
Q1 2025 New
$0
$768,000 0.09% of portfolio
9,403
Q1 2025 Reduced 23.4%
$0
$758,000 0.09% of portfolio
17,685
Q1 2025 Reduced 39.16%
$129B
$759,000 0.09% of portfolio
4,454
Q1 2025 Added 85.35%
$0
$811,000 0.09% of portfolio
3,836
Q1 2025 Added 10.9%
$0
$766,000 0.09% of portfolio
19,470
Q1 2025 Reduced 24.92%
$0
$770,000 0.09% of portfolio
17,727
Q1 2025 Reduced 11.25%
$0
$809,000 0.09% of portfolio
75,612
Q1 2025 Added 3.28%
$0
$692,000 0.08% of portfolio
74,700
Q1 2025 Added 2.89%
$0
$652,000 0.08% of portfolio
23,918
Q1 2025 Reduced 80.95%
$0
$694,000 0.08% of portfolio
5,517
Q1 2025 Added 2.87%
$312B
$685,000 0.08% of portfolio
1,035
Q1 2025 Added 18.42%
$0
$654,000 0.08% of portfolio
25,900
Q1 2025 Added 91.34%
$120B
$677,000 0.08% of portfolio
3,357
Q1 2025 Added 46.79%
$0
$661,000 0.08% of portfolio
19,907
Q1 2025 Added 2.67%
$193B
$652,000 0.08% of portfolio
1,700
Q1 2025 Added 45.55%
$0
$700,000 0.08% of portfolio
3,154
Q1 2025 Added 0.16%
$286B
$719,000 0.08% of portfolio
10,025
Q1 2025 Added 7.01%
$223B
$679,000 0.08% of portfolio
5,827
Q1 2025 Added 176.55%
$0
$675,000 0.08% of portfolio
6,967
Q1 2025 Added 11.03%
$0
$683,000 0.08% of portfolio
47,493
Q1 2025 Added 30.37%
$0
$707,000 0.08% of portfolio
1,685
Q1 2025 Added 34.91%

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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