Perennial Investment Advisors, LLC Incresed Positions in Q3 2024

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RACE
Ferrari N.V.

Consumer Cyclical
17
+ 1.64%
$405.92 - $496.79 $6.9K - $8.45K
1.06K $495K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
667
+ 3.96%
$32.04 - $37.11 $21.4K - $24.8K
17.5K $636K
DHR
Danaher Corp

Healthcare
7
+ 0.31%
$239.25 - $280.76 $1.67K - $1.97K
2.29K $637K
PEP
Pepsico Inc

Consumer Defensive
59
+ 0.59%
$161.9 - $179.3 $9.55K - $10.6K
10.1K $1.72M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
80
+ 0.28%
$31.05 - $34.29 $2.48K - $2.74K
28.2K $967K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.14%
$173.36 - $189.8 $867 - $949
3.65K $692K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7
+ 0.06%
$75.88 - $83.21 $531 - $582
11K $912K
PLD
Prologis, Inc.

Real Estate
199
+ 8.84%
$111.95 - $132.43 $22.3K - $26.4K
2.45K $309K
XOM
Exxon Mobil Corp

Energy
289
+ 2.73%
$109.72 - $119.0 $31.7K - $34.4K
10.9K $1.28M
ANET
Arista Networks, Inc.

Technology
85
+ 12.01%
$311.42 - $388.21 $26.5K - $33K
793 $304K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 1.12%
$531.86 - $624.21 $4.25K - $4.99K
725 $448K
BOTZ
Global X Fds

ETFs
1.06K
+ 8.46%
$27.68 - $32.27 $29.5K - $34.3K
13.6K $438K
PFE
Pfizer Inc

Healthcare
1.18K
+ 7.56%
$27.7 - $31.39 $32.6K - $36.9K
16.7K $484K
NEE
Nextera Energy Inc

Utilities
49
+ 1.53%
$69.9 - $84.97 $3.43K - $4.16K
3.26K $275K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.06K
+ 13.71%
$31.18 - $33.5 $33K - $35.5K
8.79K $291K
DSI
Ishares Msci Kld 400 Social Et

ETFs
229
+ 5.12%
$97.81 - $108.79 $22.4K - $24.9K
4.7K $511K
SKYY
First Trust Cloud Computing Et

ETFs
278
+ 11.32%
$86.45 - $102.48 $24K - $28.5K
2.73K $279K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
95
+ 21.16%
$460.0 - $505.78 $43.7K - $48K
544 $253K
AMGN
Amgen Inc

Healthcare
53
+ 2.01%
$309.38 - $337.38 $16.4K - $17.9K
2.69K $866K
PAYX
Paychex Inc

Industrials
97
+ 5.11%
$116.17 - $135.19 $11.3K - $13.1K
2K $267K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
2.56K
+ 6.12%
$8.62 - $9.28 $22.1K - $23.7K
44.4K $402K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
511
+ 10.53%
$85.84 - $85.84 $43.9K - $43.9K
5.36K $460K
FDN
First Tr Fd Dow Jones

ETFs
76
+ 2.47%
$183.68 - $212.48 $14K - $16.1K
3.16K $668K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
599
+ 2.3%
$50.61 - $50.96 $30.3K - $30.5K
26.7K $1.36M
VNQ
Vanguard Specialized Funds Van

ETFs
12
+ 0.49%
$82.97 - $98.97 $996 - $1.19K
2.46K $239K
MO
Altria Group, Inc.

Consumer Defensive
65
+ 1.15%
$45.95 - $54.71 $2.99K - $3.56K
5.72K $291K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
310
+ 6.79%
$76.38 - $78.87 $23.7K - $24.4K
4.88K $383K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
881
+ 7.91%
$19.48 - $20.97 $17.2K - $18.5K
12K $249K
ABT
Abbott Laboratories

Healthcare
56
+ 2.43%
$100.07 - $118.13 $5.6K - $6.62K
2.36K $269K
JHMM
John Hancock Multifactor Mid C

ETFs
50
+ 1.02%
$54.25 - $60.2 $2.71K - $3.01K
4.93K $296K
AER
Aer Cap Holdings N.V.

Industrials
195
+ 3.61%
$86.24 - $98.28 $16.8K - $19.2K
5.59K $529K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7
+ 0.17%
$101.72 - $112.94 $712 - $791
4.06K $458K
LKQ
Lkq Corp

Consumer Cyclical
845
+ 13.64%
$38.47 - $46.03 $32.5K - $38.9K
7.04K $280K
FEX
First Tr Large Cap Core Alphde

ETFs
9
+ 0.3%
$94.21 - $104.17 $848 - $938
3K $312K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$175.46 - $203.3 $175 - $203
2.58K $522K
SYK
Stryker Corp

Healthcare
1
+ 0.1%
$315.94 - $371.96 $316 - $372
962 $347K
FCAL
First Tr Iii Calif Mun High In

ETFs
305
+ 4.67%
$49.34 - $50.4 $15K - $15.4K
6.83K $342K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.09%
$294.75 - $326.73 $295 - $327
1.07K $349K
EPD
Enterprise Products Partners L.P.

Energy
560
+ 8.04%
$27.88 - $30.0 $15.6K - $16.8K
7.52K $218K
LLY
Eli Lilly & CO

Healthcare
48
+ 3.59%
$772.14 - $960.02 $37.1K - $46.1K
1.39K $1.23M
PANW
Palo Alto Networks Inc

Technology
6
+ 0.12%
$294.18 - $368.01 $1.77K - $2.21K
5K $1.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.09%
$59.25 - $65.33 $178 - $196
3.48K $225K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
734
+ 1.64%
$49.7 - $56.11 $36.5K - $41.2K
45.5K $2.5M
FCX
Freeport Mcmoran Inc

Basic Materials
115
+ 1.83%
$39.52 - $51.92 $4.54K - $5.97K
6.38K $318K
DKNG
Draft Kings Inc.

Consumer Cyclical
30
+ 0.24%
$29.85 - $41.1 $896 - $1.23K
12.5K $490K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
147
+ 1.3%
$13.16 - $14.89 $1.93K - $2.19K
11.4K $162K
ARCC
Ares Capital Corp

Financial Services
225
+ 1.07%
$19.8 - $21.28 $4.46K - $4.79K
21.2K $443K
ADI
Analog Devices Inc

Technology
5
+ 0.23%
$200.56 - $243.33 $1K - $1.22K
2.2K $506K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
20
+ 0.18%
$11.4 - $11.99 $228 - $240
11K $131K
Activity Summary
Buys All Purchases 210 New Holdings 39 Increased Positions 171 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 16 Puts 2
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