Perennial Investment Advisors, LLC New Holdings in Q4 2024

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
16.2K
New
$89.97 - $98.59 $1.45M - $1.59M
16.2K $1.53M
CGUS
Capital Group Core Equity ETF
37K
New
$33.96 - $36.24 $1.26M - $1.34M
37K $1.29M
CGDV
Capital Group Divid Value ETF

ETFs
30.6K
New
$35.16 - $37.12 $1.08M - $1.14M
30.6K $1.08M
CGGO
Capital Group Global Growth Eq

ETFs
27.3K
New
$29.21 - $30.67 $798K - $838K
27.3K $798K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
12.5K
New
$59.58 - $63.93 $745K - $799K
12.5K $764K
CGGR
Capital Group Growth ETF Shs C

ETFs
19.6K
New
$34.49 - $39.24 $677K - $771K
19.6K $729K
BCAT
Black Rock Capital Allocation Trust

ETFs
36.4K
New
$15.1 - $16.65 $550K - $607K
36.4K $551K
GLDM
World Gold Trust

ETFs
8.92K
New
$50.76 - $55.23 $453K - $493K
8.92K $463K
PPG
Ppg Industries Inc

Basic Materials
3.06K
New
$119.09 - $131.37 $364K - $402K
3.06K $365K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.5K
New
$26.01 - $28.19 $352K - $382K
13.5K $354K
RYLD
Global X Fds Russell 2000 Cove

ETFs
18.7K
New
$15.97 - $16.79 $298K - $314K
18.7K $305K
UPST
Upstart Holdings, Inc.

Financial Services
4.62K
New
$37.78 - $84.46 $175K - $390K
4.62K $284K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
10.7K
New
$25.33 - $27.57 $272K - $296K
10.7K $278K
CCL
Carnival Corp

Consumer Cyclical
11.1K
New
$17.34 - $26.8 $192K - $297K
11.1K $276K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.57K
New
$54.89 - $64.32 $251K - $294K
4.57K $276K
VV
Vanguard Large Cap ETF

ETFs
1.02K
New
$260.27 - $280.65 $265K - $286K
1.02K $274K
LPLA
Lpl Financial Holdings Inc.

Financial Services
773
New
$229.85 - $335.91 $178K - $260K
773 $252K
XLU
Utilities Sector Spdr

ETFs
3.28K
New
$74.89 - $82.93 $245K - $272K
3.28K $247K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.87K
New
$82.28 - $117.52 $236K - $337K
2.87K $243K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.45K
New
$35.45 - $40.33 $229K - $260K
6.45K $231K
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.49K
New
$89.95 - $90.89 $224K - $226K
2.49K $224K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.73K
New
$118.0 - $127.04 $204K - $219K
1.73K $209K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.26K
New
$62.07 - $66.61 $202K - $217K
3.26K $208K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
2.71K
New
$64.79 - $77.75 $176K - $211K
2.71K $208K
DAL
Delta Air Lines, Inc.

Industrials
3.42K
New
$47.46 - $65.77 $162K - $225K
3.42K $206K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4K
New
$50.62 - $50.97 $202K - $204K
4K $202K
SPGI
S&P Global Inc.

Financial Services
403
New
$480.36 - $529.17 $194K - $213K
403 $200K
ETN
Eaton Corp PLC

Industrials
605
New
$326.96 - $377.52 $198K - $228K
605 $200K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.82K
New
$109.14 - $121.63 $199K - $222K
1.82K $200K
AMBA
Ambarella Inc

Technology
2.3K
New
$54.22 - $76.22 $125K - $176K
2.3K $167K
OTLY
Oatly Group Ab

Consumer Defensive
12K
New
$0.6 - $0.93 $7.2K - $11.2K
12K $7K
Capital Group Dividend Growe
28.6K
New
N/A
28.6K $0
Blackrock Inc
549
New
N/A
549 $0
Arista Networks Inc
3.85K
New
N/A
3.85K $0
Workhorse Group Inc
10.8K
New
N/A
10.8K $0
Innovator Etfs Trust
8K
New
N/A
8K $0
Capital Group New Geography
32.9K
New
N/A
32.9K $0
CGMS
Capital Grp Core Plus Income E
23.6K
New
N/A
23.6K $0
Capital Grp Fixed Incm ETF T
25.8K
New
N/A
25.8K $0
Lam Research Corp
7.88K
New
N/A
7.88K $0
J P Morgan Exchange Traded F
9.51K
New
N/A
9.51K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
10.4K
New
N/A
10.4K $0
Ishares Bitcoin Trust ETF
13.1K
New
N/A
13.1K $0
Super Micro Computer Inc
6.97K
New
N/A
6.97K $0
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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