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
HYG
Ishares Tr

ETFs
754
+ 7.93%
$78.09 - $80.04 $58.9K - $60.4K
10.3K $806K
PG
Procter & Gamble CO

Consumer Defensive
425
+ 7.55%
$161.05 - $179.7 $68.4K - $76.4K
6.06K $1.02M
EFV
Msci Eafe Value ETF

ETFs
1.66K
+ 17.15%
$51.78 - $57.15 $85.8K - $94.7K
11.3K $593K
INTU
Intuit Inc

Technology
51
+ 9.09%
$602.01 - $706.25 $30.7K - $36K
612 $384K
SRE
Sempra Energy

Utilities
175
+ 3.58%
$80.81 - $94.77 $14.1K - $16.6K
5.07K $444K
AER
Aer Cap Holdings N.V.

Industrials
304
+ 5.43%
$91.85 - $100.3 $27.9K - $30.5K
5.9K $564K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.16K
+ 7.46%
$71.75 - $75.11 $83.5K - $87.4K
16.8K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
149
+ 2.37%
$216.13 - $242.4 $32.2K - $36.1K
6.45K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
142
+ 3.15%
$112.15 - $127.2 $15.9K - $18.1K
4.65K $562K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
364
+ 6.79%
N/A
5.73K $491K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
34.8K
+ 175.31%
$1.07 - $1.47 $37.2K - $51.2K
54.7K $58K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
6.73K
+ 10.21%
$9.14 - $9.66 $61.5K - $65K
72.6K $665K
ABBV
Abb Vie Inc.

Healthcare
530
+ 15.81%
$164.99 - $203.87 $87.4K - $108K
3.88K $689K
TTD
Trade Desk, Inc.

Technology
30
+ 1.0%
$108.7 - $139.51 $3.26K - $4.19K
3.02K $354K
S
Sentinel One, Inc.

Technology
1.89K
+ 20.04%
$22.05 - $28.68 $41.7K - $54.3K
11.3K $251K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.19%
$316.94 - $357.88 $634 - $716
1.07K $365K
URA
Global X Uranium ETF

ETFs
1.49K
+ 16.96%
$26.78 - $33.46 $40K - $50K
10.3K $275K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
628
+ 13.51%
$48.12 - $52.79 $30.2K - $33.2K
5.28K $254K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.07%
$280.08 - $307.97 $280 - $308
1.35K $395K
LOW
Lowes Companies Inc

Consumer Cyclical
301
+ 13.58%
$244.52 - $284.07 $73.6K - $85.5K
2.52K $621K
VNQ
Vanguard Specialized Funds Van

ETFs
470
+ 19.11%
$87.85 - $98.6 $41.3K - $46.3K
2.93K $260K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
384
+ 5.28%
$77.86 - $79.27 $29.9K - $30.4K
7.66K $597K
RWL
Invesco Exchange Traded Fd Tr

ETFs
265
+ 0.65%
$97.11 - $104.1 $25.7K - $27.6K
41K $4.02M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
89
+ 2.54%
$58.39 - $67.04 $5.2K - $5.97K
3.59K $227K
ACN
Accenture PLC

Technology
57
+ 9.93%
$343.9 - $376.86 $19.6K - $21.5K
631 $221K
ORCL
Oracle Corp

Technology
239
+ 4.04%
$165.41 - $192.43 $39.5K - $46K
6.16K $1.03M
DUK
Duke Energy Corp

Utilities
265
+ 14.42%
$105.76 - $120.76 $28K - $32K
2.1K $226K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.12K
+ 21.66%
$104.5 - $125.64 $117K - $140K
6.28K $655K
AJG
Arthur J. Gallagher & Co.

Financial Services
27
+ 2.8%
$278.49 - $315.16 $7.52K - $8.51K
990 $281K
H
Hyatt Hotels Corp

Consumer Cyclical
2
+ 0.09%
$143.07 - $164.62 $286 - $329
2.15K $337K
PCG
Pg&E Corp

Utilities
186
+ 1.33%
$19.2 - $21.63 $3.57K - $4.02K
14.2K $285K
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 1.33%
$311.11 - $335.64 $3.11K - $3.36K
760 $244K
SMIN
Ishares Msci India Small Cap I

ETFs
1.49K
+ 13.51%
$75.68 - $86.0 $112K - $128K
12.5K $954K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.82K
+ 10.39%
$33.39 - $37.66 $60.7K - $68.5K
19.3K $644K
OTLY
Oatly Group Ab

Consumer Defensive
12K
New
$0.6 - $0.93 $7.2K - $11.2K
12K $7K
XLP
Consumer Staples Sector Spdr

ETFs
82
+ 2.89%
N/A
2.92K $222K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
106
+ 0.16%
$15.9 - $17.05 $1.69K - $1.81K
64.6K $1.07M
CAT
Caterpillar Inc

Industrials
99
+ 9.4%
$360.37 - $416.88 $35.7K - $41.3K
1.15K $417K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
179
+ 2.3%
$40.34 - $40.62 $7.22K - $7.27K
7.96K $321K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.71K
+ 8.05%
$11.42 - $12.5 $30.9K - $33.9K
36.4K $419K
SYK
Stryker Corp

Healthcare
11
+ 1.14%
$345.14 - $392.15 $3.8K - $4.31K
973 $350K
PGR
Progressive Corp

Financial Services
59
+ 6.86%
$239.6 - $268.88 $14.1K - $15.9K
919 $220K
ABT
Abbott Laboratories

Healthcare
36
+ 1.53%
$111.93 - $119.39 $4.03K - $4.3K
2.4K $271K
WM
Waste Management Inc

Industrials
52
+ 3.58%
$201.79 - $228.46 $10.5K - $11.9K
1.51K $303K
LMT
Lockheed Martin Corp

Industrials
148
+ 20.93%
$479.66 - $614.62 $71K - $91K
855 $415K
FTSL
First Trust Senior Ln Fund

ETFs
20
+ 0.38%
$45.9 - $46.48 $918 - $930
5.34K $246K
NRZ
New Residential Investment Corp.

Real Estate
233
+ 2.25%
N/A
10.6K $76K
FEX
First Tr Large Cap Core Alphde

ETFs
12
+ 0.4%
$103.29 - $112.88 $1.24K - $1.35K
3.01K $313K
MELI
Mercadolibre Inc

Consumer Cyclical
30
+ 20.98%
$1666.0 - $2117.3 $50K - $63.5K
173 $294K
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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