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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11
+ 0.08%
$88.59 - $94.57 $974 - $1.04K
13.6K $1.2M
SBUX
Starbucks Corp

Consumer Cyclical
72
+ 1.13%
$87.44 - $102.5 $6.3K - $7.38K
6.45K $588K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
727
+ 2.73%
$43.84 - $48.76 $31.9K - $35.4K
27.4K $1.2M
NEE
Nextera Energy Inc

Utilities
39
+ 1.2%
$69.77 - $85.43 $2.72K - $3.33K
3.29K $236K
GE
General Electric CO

Industrials
301
+ 7.29%
$159.95 - $194.23 $48.1K - $58.5K
4.43K $739K
QCOM
Qualcomm Inc

Technology
109
+ 3.04%
$150.4 - $178.04 $16.4K - $19.4K
3.69K $566K
SCHO
Schwab Short Term Us Treasury

ETFs
6.67K
+ 80.41%
$24.06 - $48.88 $161K - $326K
15K $360K
CI
Cigna Corp

Healthcare
58
+ 6.35%
$265.59 - $358.58 $15.4K - $20.8K
971 $268K
ASML
Asml Holding Nv

Technology
81
+ 10.21%
$658.43 - $872.27 $53.3K - $70.7K
874 $605K
XLB
Select Sector Spdr Fd Material

ETFs
10
+ 0.22%
$83.8 - $97.58 $838 - $976
4.64K $390K
VZ
Verizon Communications Inc

Communication Services
1.19K
+ 5.36%
$39.6 - $45.21 $47.3K - $54K
23.5K $939K
FCX
Freeport Mcmoran Inc

Basic Materials
157
+ 2.46%
$38.08 - $50.82 $5.98K - $7.98K
6.54K $249K
UBER
Uber Technologies, Inc

Technology
212
+ 3.31%
$59.93 - $86.34 $12.7K - $18.3K
6.61K $398K
MCHP
Microchip Technology Inc

Technology
317
+ 6.45%
$55.51 - $79.05 $17.6K - $25.1K
5.23K $299K
DHR
Danaher Corp

Healthcare
51
+ 2.23%
$226.16 - $274.52 $11.5K - $14K
2.34K $537K
XOM
Exxon Mobil Corp

Energy
53
+ 0.49%
$105.51 - $125.37 $5.59K - $6.64K
10.9K $1.18M
IEFA
Ishares Tr

ETFs
750
+ 3.07%
$70.06 - $77.43 $52.5K - $58.1K
25.2K $1.77M
AMGN
Amgen Inc

Healthcare
43
+ 1.6%
$258.78 - $328.31 $11.1K - $14.1K
2.73K $712K
EFA
Ishares Tr Msci Eafe ETF

ETFs
23
+ 0.12%
$75.1 - $82.99 $1.73K - $1.91K
19.6K $1.49M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
492
+ 1.43%
$131.66 - $144.0 $64.8K - $70.8K
35K $4.62M
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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