Perennial Investment Advisors, LLC Purchases in Q4 2024

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.5K
New
$26.01 - $28.19 $352K - $382K
13.5K $354K
XLC
Select Sector Spdr Tr Communic

ETFs
2.83K
+ 22.7%
$89.66 - $102.16 $253K - $289K
15.3K $1.48M
NFLX
Netflix Inc

Communication Services
31
+ 1.81%
$687.65 - $936.56 $21.3K - $29K
1.74K $1.55M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
13.3K
New
N/A
13.3K $339K
SHOP
Shopify Inc.

Technology
339
+ 2.98%
$78.14 - $119.49 $26.5K - $40.5K
11.7K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
483
+ 11.41%
$521.84 - $558.82 $252K - $270K
4.72K $2.54M
RYLD
Global X Fds Russell 2000 Cove

ETFs
18.7K
New
$15.97 - $16.79 $298K - $314K
18.7K $305K
JPM
Jpmorgan Chase & CO

Financial Services
81
+ 0.88%
$205.18 - $250.29 $16.6K - $20.3K
9.29K $2.23M
XLI
Industrial Sector Spdr

ETFs
2.76K
+ 12.98%
$131.76 - $143.99 $363K - $397K
24K $3.16M
UPST
Upstart Holdings, Inc.

Financial Services
4.62K
New
$37.78 - $84.46 $175K - $390K
4.62K $284K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.57K
New
$54.89 - $64.32 $251K - $294K
4.57K $276K
CCL
Carnival Corp

Consumer Cyclical
11.1K
New
$17.34 - $26.8 $192K - $297K
11.1K $276K
VV
Vanguard Large Cap ETF

ETFs
1.02K
New
$260.27 - $280.65 $265K - $286K
1.02K $274K
FSK
Fs Kkr Capital Corp

Financial Services
7.19K
+ 12.65%
$19.71 - $22.22 $142K - $160K
64K $1.39M
PAVE
Global X Fds Us Infrastructure

ETFs
8.28K
+ 8.74%
$40.41 - $45.95 $334K - $380K
103K $4.16M
VTV
Vanguard Value ETF

ETFs
2.67K
+ 7.23%
$168.32 - $181.87 $449K - $485K
39.5K $6.69M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.59K
+ 24.0%
$48.48 - $49.47 $271K - $277K
28.9K $1.41M
LPLA
Lpl Financial Holdings Inc.

Financial Services
773
New
$229.85 - $335.91 $178K - $260K
773 $252K
COIN
Coinbase Global, Inc.

Technology
584
+ 39.04%
$163.17 - $343.62 $95.3K - $201K
2.08K $516K
VB
Vanguard Small Cap ETF

ETFs
928
+ 11.39%
$233.76 - $261.58 $217K - $243K
9.08K $2.18M
XLU
Utilities Sector Spdr

ETFs
3.28K
New
$74.89 - $82.93 $245K - $272K
3.28K $247K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.87K
New
$82.28 - $117.52 $236K - $337K
2.87K $243K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 1.41%
$275.15 - $388.2 $13.8K - $19.4K
3.6K $1.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.36K
+ 37.33%
$183.23 - $199.79 $249K - $272K
5.01K $926K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.45K
New
$35.45 - $40.33 $229K - $260K
6.45K $231K
VO
Vanguard Mid Cap ETF

ETFs
861
+ 14.61%
$261.5 - $284.63 $225K - $245K
6.75K $1.78M
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.49K
New
$89.95 - $90.89 $224K - $226K
2.49K $224K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.56K
+ 6.15%
$29.73 - $30.81 $165K - $171K
95.9K $2.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.39K
+ 7.4%
$113.92 - $127.38 $273K - $305K
34.7K $4M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
2.39K
+ 21.53%
$77.98 - $84.06 $187K - $201K
13.5K $1.09M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
906
+ 35.49%
$238.25 - $261.28 $216K - $237K
3.46K $837K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.73K
New
$118.0 - $127.04 $204K - $219K
1.73K $209K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
2.71K
New
$64.79 - $77.75 $176K - $211K
2.71K $208K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.26K
New
$62.07 - $66.61 $202K - $217K
3.26K $208K
DAL
Delta Air Lines, Inc.

Industrials
3.42K
New
$47.46 - $65.77 $162K - $225K
3.42K $206K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4K
New
$50.62 - $50.97 $202K - $204K
4K $202K
SPGI
S&P Global Inc.

Financial Services
403
New
$480.36 - $529.17 $194K - $213K
403 $200K
ETN
Eaton Corp PLC

Industrials
605
New
$326.96 - $377.52 $198K - $228K
605 $200K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.82K
New
$109.14 - $121.63 $199K - $222K
1.82K $200K
ORCC
Owl Rock Capital Corp

Financial Services
14.1K
+ 3.74%
N/A
390K $5.22M
AXP
American Express CO

Financial Services
496
+ 33.45%
$267.35 - $305.57 $133K - $152K
1.98K $587K
PFE
Pfizer Inc

Healthcare
8.2K
+ 49.0%
$24.8 - $30.19 $203K - $247K
24.9K $661K
XLK
Technology Sector Spdr

ETFs
232
+ 1.32%
$220.26 - $241.44 $51.1K - $56K
17.8K $4.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 1.56%
$172.07 - $207.36 $17.2K - $20.7K
6.51K $1.29M
AMBA
Ambarella Inc

Technology
2.3K
New
$54.22 - $76.22 $125K - $176K
2.3K $167K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.26K
+ 41.9%
$48.45 - $52.57 $158K - $171K
11K $548K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.11K
+ 21.04%
$106.56 - $113.11 $224K - $238K
12.1K $1.29M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.43K
+ 6.98%
$52.0 - $55.66 $126K - $135K
37.2K $1.99M
META
Meta Platforms, Inc.

Communication Services
45
+ 0.59%
$554.08 - $632.68 $24.9K - $28.5K
7.67K $4.53M
Activity Summary
Buys All Purchases 271 New Holdings 45 Increased Positions 226 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 4 Puts 0
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