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
Workhorse Group Inc
10.8K
New
N/A
10.8K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
41
+ 0.62%
N/A
6.69K $0
JGRO
J P Morgan Exchange Traded Fd
4.64K
+ 82.27%
N/A
10.3K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
10.4K
New
N/A
10.4K $0
Global X Fds
34.4K
+ 50.87%
N/A
102K $0
SFLR
Innovator Etfs Tr Equity Manag
52.8K
+ 173.6%
N/A
83.3K $0
Ishares Bitcoin Trust ETF
13.1K
New
N/A
13.1K $0
Innovator Etfs Trust
8K
New
N/A
8K $0
HDV
Ishares Core High Dividend ETF

ETFs
152
+ 4.71%
$110.82 - $121.28 $16.8K - $18.4K
3.38K $379K
Super Micro Computer Inc
6.97K
New
N/A
6.97K $0
Lam Research Corp
7.88K
New
N/A
7.88K $0
Capital Group Dividend Growe
28.6K
New
N/A
28.6K $0
Capital Grp Fixed Incm ETF T
25.8K
New
N/A
25.8K $0
Arista Networks Inc
3.85K
New
N/A
3.85K $0
CGMS
Capital Grp Core Plus Income E
23.6K
New
N/A
23.6K $0
Arm Holdings PLC
145
+ 9.39%
N/A
1.69K $0
Capital Group New Geography
32.9K
New
N/A
32.9K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
60
+ 1.21%
N/A
5.01K $0
Blackrock Inc
549
New
N/A
549 $0
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.15K
+ 4.7%
$39.3 - $41.34 $45K - $47.3K
25.5K $1.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
55
+ 1.13%
$77.02 - $78.58 $4.24K - $4.32K
4.93K $380K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.04K
+ 10.16%
$75.65 - $83.47 $78.8K - $87K
11.3K $860K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
5.25K
+ 7.73%
$10.55 - $11.6 $55.4K - $60.9K
73.2K $778K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
250
+ 1.59%
$15.05 - $16.03 $3.76K - $4.01K
16K $243K
VIS
Vanguard Industrial ETF

ETFs
8
+ 0.69%
$254.39 - $279.7 $2.04K - $2.24K
1.17K $297K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 4.21%
$288.47 - $316.54 $17K - $18.7K
1.46K $422K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
226
+ 3.62%
$40.33 - $42.34 $9.11K - $9.57K
6.47K $260K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
213
+ 2.35%
$91.94 - $100.02 $19.6K - $21.3K
9.27K $858K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
69
+ 12.68%
$396.64 - $516.74 $27.4K - $35.7K
613 $246K
TGT
Target Corp

Consumer Defensive
317
+ 12.64%
$121.59 - $160.69 $38.5K - $50.9K
2.82K $381K
IWS
Ishares Russell Midcap Value E

ETFs
43
+ 0.81%
$128.08 - $140.32 $5.51K - $6.03K
5.36K $693K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
19
+ 0.37%
$43.02 - $47.32 $817 - $899
5.19K $224K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
52
+ 1.77%
$70.1 - $76.53 $3.65K - $3.98K
2.99K $211K
LKQ
Lkq Corp

Consumer Cyclical
118
+ 1.68%
$36.0 - $39.99 $4.25K - $4.72K
7.16K $263K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
801
+ 0.42%
$45.85 - $49.28 $36.7K - $39.5K
192K $8.95M
CMCSA
Comcast Corp

Communication Services
73
+ 1.31%
$37.39 - $45.14 $2.73K - $3.3K
5.63K $211K
ADI
Analog Devices Inc

Technology
85
+ 3.86%
$206.35 - $236.48 $17.5K - $20.1K
2.29K $485K
POOL
Pool Corp

Industrials
63
+ 5.16%
$339.32 - $390.03 $21.4K - $24.6K
1.28K $437K
EIX
Edison International

Utilities
4
+ 0.12%
$77.93 - $88.36 $312 - $353
3.35K $267K
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 2.36%
$385.02 - $431.37 $32.3K - $36.2K
3.64K $1.42M
MU
Micron Technology Inc

Technology
260
+ 10.8%
$84.16 - $113.41 $21.9K - $29.5K
2.67K $224K
LLY
Eli Lilly & CO

Healthcare
172
+ 12.42%
$727.2 - $932.06 $125K - $160K
1.56K $1.2M
AMAT
Applied Materials Inc

Technology
180
+ 12.77%
$161.44 - $213.89 $29.1K - $38.5K
1.59K $258K
IVE
Ishares S&P 500 Value ETF

ETFs
62
+ 1.02%
$189.5 - $206.17 $11.7K - $12.8K
6.14K $1.17M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.06%
$99.2 - $108.47 $198 - $217
3.55K $353K
PLD
Prologis, Inc.

Real Estate
200
+ 8.17%
$101.4 - $126.96 $20.3K - $25.4K
2.65K $279K
VEA
Vanguard Ftse Developed Market

ETFs
5.33K
+ 9.3%
$47.57 - $52.44 $254K - $280K
62.7K $3M
ICE
Intercontinental Exchange, Inc.

Financial Services
189
+ 3.69%
$148.29 - $166.93 $28K - $31.5K
5.31K $790K
TMO
Thermo Fisher Scientific Inc.

Healthcare
75
+ 10.34%
$501.29 - $612.85 $37.6K - $46K
800 $416K
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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