Perennial Investment Advisors, LLC Incresed Positions in Q4 2024

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
60.9K
+ 432.89%
$176.42 - $186.91 $10.7M - $11.4M
74.9K $13.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
190K
+ 909.19%
$49.03 - $53.35 $9.32M - $10.1M
211K $10.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
129K
+ 925.12%
$65.67 - $69.79 $8.46M - $8.99M
143K $9.56M
IWY
Ishares Tr Russell 200 Growth

ETFs
24.6K
+ 55.88%
$216.72 - $244.71 $5.34M - $6.03M
68.7K $16.2M
IYW
Ishares Dj Us Tech ETF

ETFs
34.1K
+ 44.1%
$148.14 - $166.23 $5.05M - $5.67M
111K $17.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
72.6K
+ 365.39%
$66.77 - $71.52 $4.85M - $5.19M
92.5K $6.37M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
83.1K
+ 999.41%
$55.45 - $61.08 $4.61M - $5.08M
91.4K $5.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.65K
+ 82.12%
$442.29 - $483.08 $4.27M - $4.66M
21.4K $9.7M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
162K
+ 62.87%
$24.55 - $25.16 $3.97M - $4.07M
419K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.92K
+ 9.51%
$213.65 - $479.86 $410K - $922K
22.1K $8.94M
LVHI
Franklin International Low Vol

ETFs
83.1K
+ 619.05%
$29.98 - $31.57 $2.49M - $2.62M
96.5K $2.95M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12K
+ 467.26%
$201.32 - $217.44 $2.42M - $2.62M
14.6K $3.02M
PLTR
Palantir Technologies Inc.

Technology
8.39K
+ 29.65%
$36.46 - $82.38 $306K - $691K
36.7K $2.77M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
31K
+ 26.87%
$56.06 - $61.35 $1.74M - $1.9M
146K $8.26M
AVGO
Broadcom Inc.

Technology
1.43K
+ 8.64%
$159.67 - $250.0 $228K - $357K
18K $4.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.75K
+ 8.04%
$567.81 - $607.81 $994K - $1.06M
23.5K $13.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14.5K
+ 11.11%
$69.3 - $74.3 $1.01M - $1.08M
145K $10.4M
AIQ
Global X Funds Global X Artifi

ETFs
29.1K
+ 77.8%
$36.57 - $40.57 $1.06M - $1.18M
66.4K $2.57M
VUG
Vanguard Growth ETF

ETFs
1.58K
+ 8.2%
$378.79 - $428.11 $597K - $674K
20.8K $8.53M
IVV
Ishares Core S&P 500 ETF

ETFs
1.46K
+ 6.29%
$570.51 - $610.59 $835K - $893K
24.7K $14.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
21.4K
+ 91.25%
$46.94 - $51.62 $1.01M - $1.11M
44.9K $2.25M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
9.62K
+ 4.68%
$103.6 - $112.52 $997K - $1.08M
215K $22.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 29.27%
$98.47 - $109.35 $1.14M - $1.26M
51K $5.02M
FTHI
First Trust Exchange Traded Fd

ETFs
36.6K
+ 93.52%
$22.89 - $24.02 $837K - $878K
75.6K $1.76M
IAU
Ishares Gold Trust

ETFs
17.3K
+ 178.77%
$48.37 - $52.65 $837K - $911K
27K $1.34M
MSTR
Microstrategy Inc

Technology
834
+ 16.72%
$162.69 - $473.83 $136K - $395K
5.82K $1.69M
SOFI
So Fi Technologies, Inc.

Financial Services
9.1K
+ 9.8%
$7.63 - $16.88 $69.5K - $154K
102K $1.57M
GOOGL
Alphabet Inc.

Communication Services
649
+ 2.87%
$161.86 - $196.66 $105K - $128K
23.3K $4.41M
IEMG
Ishares Inc

ETFs
11.7K
+ 61.86%
N/A
30.6K $1.64M
GOOG
Alphabet Inc.

Communication Services
526
+ 2.51%
$163.08 - $198.16 $85.8K - $104K
21.5K $4.09M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
24.1K
+ 5.88%
$7.67 - $9.21 $185K - $222K
435K $3.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
367
+ 2.18%
$481.22 - $538.17 $177K - $198K
17.2K $8.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.08K
+ 17.76%
$53.94 - $58.15 $436K - $470K
53.6K $3.02M
CRF
Cornerstone Total Return Fund Inc

Financial Services
24K
+ 6.33%
$8.02 - $9.66 $192K - $232K
403K $3.5M
V
Visa Inc.

Financial Services
593
+ 10.37%
$273.87 - $320.91 $162K - $190K
6.31K $1.99M
XLF
Financial Sector Spdr

ETFs
6.57K
+ 18.94%
$44.89 - $51.34 $295K - $337K
41.2K $1.99M
ENVX
Enovix Corp

Industrials
8.05K
+ 3.95%
$8.03 - $12.81 $64.6K - $103K
212K $2.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.33K
+ 32.46%
$87.25 - $95.52 $378K - $413K
17.7K $1.56M
CRM
Salesforce, Inc.

Technology
482
+ 13.22%
$270.87 - $367.87 $131K - $177K
4.13K $1.38M
MSFT
Microsoft Corp

Technology
1.5K
+ 5.04%
$406.35 - $454.46 $608K - $680K
31.2K $13.2M
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
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
XLI
Industrial Sector Spdr

ETFs
2.76K
+ 12.98%
$131.76 - $143.99 $363K - $397K
24K $3.16M
JPM
Jpmorgan Chase & CO

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