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
IWVISHARES TR
$334K
IEFISHARES TR
$333K
GILDGILEAD SCIENCES INC
$332K
CMFISHARES TR
$330K
FCALFIRST TR EXCH TRADED FD III
$330K
MGKVANGUARD WORLD FD
$329K
MUBISHARES TR
$328K
MNSTMONSTER BEVERAGE CORP NEW
$327K
NVONOVO-NORDISK A S
$325K
SPOTSPOTIFY TECHNOLOGY S A
$324K
CSMPROSHARES TR
$322K
EEMISHARES TR
$315K
FFORD MTR CO
$315K
BBAGJ P MORGAN EXCHANGE TRADED F
$313K
BKNGBOOKING HOLDINGS INC
$310K
VNQVANGUARD INDEX FDS
$310K
JHMMJOHN HANCOCK EXCHANGE TRADED
$310K
FEXFIRST TR LRGE CP CORE ALPHA
$309K
SITMSITIME CORP
$308K
VWOVANGUARD INTL EQUITY INDEX F
$306K
ICSHISHARES TR
$304K
DYHTARGET CORP
$304K
CITHE CIGNA GROUP
$298K
4I1PHILIP MORRIS INTL INC
$298K
AFLAFLAC INC
$295K
IEIISHARES TR
$294K
RYLDGLOBAL X FDS
$294K
ARMARM HOLDINGS PLC
$290K
VISVANGUARD WORLD FD
$283K
JAAAJANUS DETROIT STR TR
$282K
MUMICRON TECHNOLOGY INC
$281K
XLFISELECT SECTOR SPDR TR
$280K
MSIMOTOROLA SOLUTIONS INC
$275K
SKYYFIRST TR EXCHANGE TRADED FD
$274K
BOTZGLOBAL X FDS
$273K
URAGLOBAL X FDS
$273K
DUKDUKE ENERGY CORP NEW
$272K
IMMRIMMERSION CORP
$271K
XLUSELECT SECTOR SPDR TR
$270K
FCXFREEPORT-MCMORAN INC
$268K
PPGPPG INDS INC
$268K
8CWCROWN CASTLE INC
$268K
SPEUSPDR INDEX SHS FDS
$266K
MEARISHARES U S ETF TR
$264K
ETENERGY TRANSFER L P
$261K
SMCISUPER MICRO COMPUTER INC
$260K
A4SAMERIPRISE FINL INC
$260K
SCHWSCHWAB CHARLES CORP
$256K
OUNZVANECK MERK GOLD ETF
$255K
SPYINEOS ETF TRUST
$255K
VTIPVANGUARD MALVERN FDS
$255K
SDVYFIRST TR EXCHANGE-TRADED FD
$254K
LPLALPL FINL HLDGS INC
$253K
NEENEXTERA ENERGY INC
$253K
PHPARKER-HANNIFIN CORP
$252K
GRIDFIRST TR EXCHANGE TRADED FD
$251K
GSYINVESCO ACTIVELY MANAGED EXC
$249K
GOFGUGGENHEIM STRATEGIC OPPORTU
$249K
HHYATT HOTELS CORP
$248K
XOPSPDR SER TR
$247K
DFUVDIMENSIONAL ETF TRUST
$246K
FTSLFIRST TR EXCHANGE-TRADED FD
$245K
IRMIRON MTN INC DEL
$244K
SPBOSPDR SER TR
$243K
EMREMERSON ELEC CO
$241K
MSTR 8 PERPMICROSTRATEGY INC
$240K
AZOAUTOZONE INC
$238K
BSXBOSTON SCIENTIFIC CORP
$238K
GLTRABRDN PRECIOUS METALS BASKET
$236K
ITOTISHARES TR
$235K
VVVANGUARD INDEX FDS
$231K
TLHISHARES TR
$230K
BINCBLACKROCK ETF TRUST II
$229K
FXIISHARES TR
$229K
NKENIKE INC
$228K
CIBRFIRST TR EXCHANGE TRADED FD
$226K
CCLCARNIVAL CORP
$226K
MCHPMICROCHIP TECHNOLOGY INC.
$225K
SHYISHARES TR
$224K
KIESPDR SER TR
$224K
XPOXPO INC
$223K
DC4DEXCOM INC
$222K
ECLECOLAB INC
$222K
SPGIS&P GLOBAL INC
$220K
MDTMEDTRONIC PLC
$219K
OPPRIVERNORTH DOUBLELINE STRATE
$219K
SCHOSCHWAB STRATEGIC TR
$218K
BUDANHEUSER BUSCH INBEV SA/NV
$217K
PSXPHILLIPS 66
$216K
AQLTISHARES TR
$215K
FWONALIBERTY MEDIA CORP DEL
$215K
SSENTINELONE INC
$214K
EPDENTERPRISE PRODS PARTNERS L
$214K
PSCPRINCIPAL EXCHANGE TRADED FD
$214K
UPSTUPSTART HLDGS INC
$213K
CGHMCAPITAL GRP FIXED INCM ETF T
$212K
SNOWSNOWFLAKE INC
$212K
PCGPG&E CORP
$210K
EOGEOG RES INC
$210K
REGNREGENERON PHARMACEUTICALS
$209K
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