Perennial Investment Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$889.3M
Holdings
422
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (422 positions)
| Stock | Value |
|---|---|
IVWISHARES TR | $1.7M |
XLCSELECT SECTOR SPDR TR | $1.7M |
EFAISHARES TR | $1.7M |
EUSBISHARES TR | $1.7M |
FYXFIRST TR SML CP CORE ALPHA F | $1.6M |
WINNHARBOR ETF TRUST | $1.6M |
XFEBFIRST TR EXCH TRADED FD III | $1.6M |
JGROJ P MORGAN EXCHANGE TRADED F | $1.6M |
CRMSALESFORCE INC | $1.6M |
LMBSFIRST TR EXCHANGE-TRADED FD | $1.5M |
PEPPEPSICO INC | $1.5M |
LLYELI LILLY & CO | $1.5M |
IWPISHARES TR | $1.5M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.5M |
XLESELECT SECTOR SPDR TR | $1.5M |
XLYSELECT SECTOR SPDR TR | $1.4M |
UNHUNITEDHEALTH GROUP INC | $1.4M |
CGMSCAPITAL GRP FIXED INCM ETF T | $1.4M |
WMTWALMART INC | $1.4M |
XOMEXXON MOBIL CORP | $1.4M |
IWRISHARES TR | $1.4M |
CRWDCROWDSTRIKE HLDGS INC | $1.4M |
IWMISHARES TR | $1.4M |
IUSBISHARES TR | $1.4M |
HDHOME DEPOT INC | $1.4M |
IVEISHARES TR | $1.4M |
SHOPSHOPIFY INC | $1.3M |
FSKFS KKR CAP CORP | $1.3M |
SGOVISHARES TR | $1.3M |
IBMINTERNATIONAL BUSINESS MACHS | $1.3M |
USMVISHARES TR | $1.3M |
BIZDVANECK ETF TRUST | $1.3M |
ORCLORACLE CORP | $1.3M |
BNDVANGUARD BD INDEX FDS | $1.3M |
MOATVANECK ETF TRUST | $1.2M |
IWDISHARES TR | $1.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.2M |
ISRGINTUITIVE SURGICAL INC | $1.2M |
KRMAGLOBAL X FDS | $1.2M |
SOFISOFI TECHNOLOGIES INC | $1.2M |
CALFPACER FDS TR | $1.2M |
HYGISHARES TR | $1.2M |
CSCOCISCO SYS INC | $1.2M |
IUSGISHARES TR | $1.2M |
ESGDISHARES TR | $1.1M |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $1.1M |
HIMUBLACKROCK ETF TRUST II | $1.1M |
KLMNINVESCO EXCH TRADED FD TR II | $1.1M |
SPLVINVESCO EXCH TRADED FD TR II | $1.1M |
MBBISHARES TR | $1.1M |
GSUSGOLDMAN SACHS ETF TR | $1.1M |
CGCPCAPITAL GRP FIXED INCM ETF T | $1.1M |
BACBANK AMERICA CORP | $1.1M |
SLVISHARES SILVER TR | $1.0M |
GSIEGOLDMAN SACHS ETF TR | $1.0M |
AQLTISHARES TR | $1.0M |
BACVERIZON COMMUNICATIONS INC | $1.0M |
TOTLSSGA ACTIVE ETF TR | $1.0M |
EFIVSPDR SER TR | $1.0M |
PGPROCTER AND GAMBLE CO | $1.0M |
ISCGISHARES TR | $1.0M |
RSPINVESCO EXCHANGE TRADED FD T | $1.0M |
OREALTY INCOME CORP | $1.0M |
GLDMWORLD GOLD TR | $978K |
JHMLJOHN HANCOCK EXCHANGE TRADED | $975K |
ESGEISHARES INC | $972K |
TAT&T INC | $963K |
AGGISHARES TR | $962K |
EPRTESSENTIAL PPTYS RLTY TR INC | $936K |
DFACDIMENSIONAL ETF TRUST | $926K |
GEGE AEROSPACE | $925K |
ICEINTERCONTINENTAL EXCHANGE IN | $921K |
AMGNAMGEN INC | $892K |
JNJJOHNSON & JOHNSON | $890K |
JAVAJ P MORGAN EXCHANGE TRADED F | $888K |
IUSVISHARES TR | $887K |
VBRVANGUARD INDEX FDS | $871K |
SPTISPDR SER TR | $859K |
XLGINVESCO EXCHANGE TRADED FD T | $846K |
BABOEING CO | $845K |
ABBVABBVIE INC | $843K |
XSMOINVESCO EXCHANGE TRADED FD T | $843K |
USXFISHARES TR | $839K |
SBUXSTARBUCKS CORP | $836K |
EPSWISDOMTREE TR | $834K |
XYLDGLOBAL X FDS | $832K |
VBKVANGUARD INDEX FDS | $825K |
SMHVANECK ETF TRUST | $811K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $810K |
FDLFIRST TR MORNINGSTAR DIVID L | $770K |
VCITVANGUARD SCOTTSDALE FDS | $769K |
SPEMSPDR INDEX SHS FDS | $767K |
GLINVANECK ETF TRUST | $758K |
WFCWELLS FARGO CO NEW | $720K |
IBITISHARES BITCOIN TRUST ETF | $716K |
DONSPDR DOW JONES INDL AVERAGE | $708K |
FDNFIRST TR EXCHANGE-TRADED FD | $701K |
IWSISHARES TR | $695K |
XEVMXEATON VANCE CALIF MUN BD FD | $692K |
ASMLASML HOLDING N V | $686K |