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)

StockValue
BCATBLACKROCK CAP ALLOCATION TER
$684K
DWDMORGAN STANLEY
$680K
ADIANALOG DEVICES INC
$677K
XHBSPDR SER TR
$675K
GEVGE VERNOVA INC
$664K
SPIBSPDR SER TR
$662K
DBMFLITMAN GREGORY FDS TR
$654K
CGSDCAPITAL GRP FIXED INCM ETF T
$653K
SPTLSPDR SER TR
$652K
ADBEADOBE INC
$652K
VRTXVERTEX PHARMACEUTICALS INC
$651K
CGCVCAPITAL GROUP CONSERVATIVE E
$641K
QCOMQUALCOMM INC
$640K
QFLRINNOVATOR ETFS TRUST
$637K
PFEPFIZER INC
$631K
MMM3M CO
$624K
PRFINVESCO EXCHANGE TRADED FD T
$614K
IWBISHARES TR
$610K
AMDADVANCED MICRO DEVICES INC
$604K
TMOTHERMO FISHER SCIENTIFIC INC
$593K
TJXTJX COS INC NEW
$592K
TLTWISHARES TR
$589K
BABAALIBABA GROUP HLDG LTD
$574K
EFVISHARES TR
$572K
ORLYOREILLY AUTOMOTIVE INC
$571K
DHRDANAHER CORPORATION
$566K
NXPINXP SEMICONDUCTORS N V
$564K
AERAERCAP HOLDINGS NV
$561K
AXPAMERICAN EXPRESS CO
$559K
DSIISHARES TR
$558K
RTXRTX CORPORATION
$556K
LOWLOWES COS INC
$555K
CDNSCADENCE DESIGN SYSTEM INC
$553K
UBERUBER TECHNOLOGIES INC
$552K
TXNTEXAS INSTRS INC
$540K
BLKBLACKROCK INC
$536K
BXBLACKSTONE INC
$534K
DKNGDRAFTKINGS INC NEW
$533K
LRCXLAM RESEARCH CORP
$522K
SMINISHARES TR
$519K
SPMBSPDR SER TR
$511K
XLBSELECT SECTOR SPDR TR
$507K
RACEFERRARI N V
$505K
JBNDJ P MORGAN EXCHANGE TRADED F
$504K
KLACKLA CORP
$499K
MCDMCDONALDS CORP
$488K
CGCBCAPITAL GRP FIXED INCM ETF T
$488K
VCSHVANGUARD SCOTTSDALE FDS
$483K
GSLCGOLDMAN SACHS ETF TR
$474K
PYPLPAYPAL HLDGS INC
$469K
ARCCARES CAPITAL CORP
$466K
UNPUNION PAC CORP
$466K
LNGCHENIERE ENERGY INC
$453K
KKRKKR & CO INC
$435K
AXONAXON ENTERPRISE INC
$430K
CGDGCAPITAL GROUP DIVIDEND VALUE
$429K
ILCVISHARES TR
$428K
COPCONOCOPHILLIPS
$418K
SPABSPDR SER TR
$414K
HDVISHARES TR
$409K
MOALTRIA GROUP INC
$407K
TRVCCITIGROUP INC
$404K
CATCATERPILLAR INC
$403K
LMTLOCKHEED MARTIN CORP
$401K
MLB1MERCADOLIBRE INC
$398K
INTCINTEL CORP
$397K
WDAYWORKDAY INC
$395K
MRKMERCK & CO INC
$393K
PAYXPAYCHEX INC
$391K
SYKSTRYKER CORPORATION
$390K
POOLPOOL CORP
$389K
BSVVANGUARD BD INDEX FDS
$386K
COINCOINBASE GLOBAL INC
$386K
SRLNSSGA ACTIVE ETF TR
$377K
CLOIVANECK ETF TRUST
$375K
NOBLPROSHARES TR
$369K
AJGGALLAGHER ARTHUR J & CO
$368K
EFGISHARES TR
$364K
INTUINTUIT
$364K
WMWASTE MGMT INC DEL
$364K
HONHONEYWELL INTL INC
$363K
BMYBRISTOL-MYERS SQUIBB CO
$362K
FLTRVANECK ETF TRUST
$359K
ADPAUTOMATIC DATA PROCESSING IN
$356K
PLDPROLOGIS INC.
$355K
FTSMFIRST TR EXCHANGE-TRADED FD
$353K
SRESEMPRA
$353K
LVLNSPDR SER TR
$352K
GSGOLDMAN SACHS GROUP INC
$351K
MITKMITEK SYS INC
$350K
PGXINVESCO EXCH TRADED FD TR II
$349K
ANETARISTA NETWORKS INC
$344K
CMCSACOMCAST CORP NEW
$343K
ADSKAUTODESK INC
$342K
WPCWP CAREY INC
$342K
ABTABBOTT LABS
$342K
LENLENNAR CORP
$339K
NVSNNOVARTIS AG
$338K
ULSTSSGA ACTIVE ETF TR
$337K
RDIVINVESCO EXCH TRADED FD TR II
$335K
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