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
WMT
Walmart Inc.

Consumer Defensive
88
+ 0.57%
$79.1 - $95.7 $6.96K - $8.42K
15.6K $1.41M
PANW
Palo Alto Networks Inc

Technology
5.23K
+ 104.56%
$181.96 - $405.9 $951K - $2.12M
10.2K $1.86M
XLY
Select Sector Spdr Consumer Di

ETFs
160
+ 3.37%
$194.8 - $239.43 $31.2K - $38.3K
4.91K $1.1M
WFC
Wells Fargo & Company

Financial Services
176
+ 1.91%
$54.98 - $77.35 $9.68K - $13.6K
9.37K $658K
CSCO
Cisco Systems, Inc.

Technology
623
+ 3.67%
$52.45 - $60.02 $32.7K - $37.4K
17.6K $1.04M
DVY
Ishares Tr

ETFs
1.11K
+ 61.38%
$129.55 - $143.41 $143K - $159K
2.91K $381K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.83K
+ 10.6%
$50.67 - $50.9 $143K - $144K
29.5K $1.5M
TXN
Texas Instruments Inc

Technology
673
+ 63.43%
N/A
1.73K $337K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
670
+ 4.35%
$124.61 - $133.96 $83.5K - $89.8K
16.1K $2.07M
BAC
Bank Of America Corp

Financial Services
602
+ 2.59%
$39.22 - $47.77 $23.6K - $28.8K
23.9K $1.05M
EUSB
Ishares Tr Esg Advanced Total

Technology
3.38K
+ 26.91%
$42.39 - $44.29 $143K - $150K
15.9K $676K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
277
+ 28.5%
$417.69 - $450.94 $116K - $125K
1.25K $531K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.83K
+ 21.16%
$55.05 - $58.86 $101K - $108K
10.5K $592K
BX
Blackstone Inc.

Financial Services
155
+ 4.45%
$148.45 - $199.05 $23K - $30.9K
3.64K $627K
DSI
Ishares Msci Kld 400 Social Et

ETFs
777
+ 16.54%
$107.41 - $115.71 $83.5K - $89.9K
5.48K $603K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5K
+ 29.92%
$21.43 - $22.55 $107K - $113K
21.7K $467K
PYPL
Pay Pal Holdings, Inc.

Financial Services
336
+ 4.36%
$77.25 - $91.3 $26K - $30.7K
8.04K $685K
SLV
I Shares Silver Trust

ETFs
5.76K
+ 16.3%
$26.33 - $31.74 $152K - $183K
41.1K $1.08M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.87K
+ 9.12%
$17.65 - $18.18 $104K - $107K
70.2K $1.24M
COP
Conocophillips

Energy
1.02K
+ 26.65%
$95.12 - $114.72 $97.1K - $117K
4.85K $481K
ISCG
Ishares Morningstar Small Cap

ETFs
1.38K
+ 7.46%
$48.22 - $54.03 $66.5K - $74.6K
19.9K $982K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
783
+ 9.73%
$100.16 - $100.7 $78.4K - $78.8K
8.83K $885K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
53
+ 14.85%
$1146.59 - $1270.6 $60.8K - $67.3K
410 $486K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
+ 0.42%
$129.96 - $144.97 $5.07K - $5.65K
9.29K $1.3M
GLD
Spdr Gold Trust

ETFs
318
+ 4.95%
$236.59 - $257.5 $75.2K - $81.9K
6.74K $1.63M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.25K
+ 7.78%
N/A
31.2K $981K
XPO
Xpo Logistics, Inc.

Industrials
160
+ 8.25%
$105.35 - $158.2 $16.9K - $25.3K
2.1K $275K
RDVY
First Trust Rising Dividend Ac

ETFs
1.53K
+ 0.44%
$58.65 - $64.37 $89.4K - $98.2K
350K $20.7M
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 19.69%
$49.06 - $57.74 $55.2K - $65K
6.84K $357K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.57K
+ 3.89%
$50.37 - $50.6 $78.8K - $79.2K
41.8K $2.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.02K
+ 12.38%
$96.64 - $101.23 $98.4K - $103K
9.24K $895K
CLOI
Vaneck ETF Tr

ETFs
1.18K
+ 25.26%
$52.7 - $53.15 $61.9K - $62.5K
5.83K $307K
ILCV
Ishares Morningstar Value ETF

ETFs
779
+ 25.95%
$80.23 - $85.43 $62.5K - $66.5K
3.78K $306K
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
3.96K
+ 15.76%
$48.99 - $54.61 $194K - $216K
29.1K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
620
+ 13.17%
$51.92 - $59.94 $32.2K - $37.2K
5.33K $301K
MSI
Motorola Solutions, Inc.

Technology
104
+ 14.36%
$449.08 - $504.6 $46.7K - $52.5K
828 $382K
VIG
Vanguard Dividend Appreciation

ETFs
293
+ 2.51%
N/A
12K $2.18M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
380
+ 9.35%
$111.85 - $120.71 $42.5K - $45.9K
4.44K $511K
HON
Honeywell International Inc

Industrials
88
+ 5.15%
$202.84 - $236.0 $17.8K - $20.8K
1.8K $405K
XLE
Energy Sector Spdr

ETFs
947
+ 6.75%
$83.32 - $97.27 $78.9K - $92.1K
15K $1.28M
ET
Energy Transfer LP

Energy
24
+ 0.17%
$16.05 - $19.86 $385 - $477
13.9K $273K
EFG
Msci Eafe Growth ETF

ETFs
1.02K
+ 22.28%
$96.83 - $106.88 $99.1K - $109K
5.61K $543K
IBM
International Business Machines Corp

Technology
250
+ 5.2%
$204.9 - $238.04 $51.2K - $59.5K
5.06K $1.11M
PAYX
Paychex Inc

Industrials
260
+ 13.03%
$135.86 - $148.73 $35.3K - $38.7K
2.26K $316K
RSP
Invesco S&P 500 Equal Weight E

ETFs
398
+ 7.47%
$174.22 - $187.62 $69.3K - $74.7K
5.73K $1M
MS
Morgan Stanley

Financial Services
25
+ 1.2%
$104.42 - $134.99 $2.61K - $3.37K
2.11K $264K
EPD
Enterprise Products Partners L.P.

Energy
936
+ 12.45%
$28.66 - $34.43 $26.8K - $32.2K
8.46K $265K
T
At&T Inc.

Communication Services
849
+ 2.55%
$21.22 - $23.88 $18K - $20.3K
34.2K $777K
EMR
Emerson Electric CO

Industrials
121
+ 5.9%
$108.13 - $134.33 $13.1K - $16.3K
2.17K $269K
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
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