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Perennial Investment Advisors

Latest statistics and disclosures from Perennial Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, TSLA, SPYG, SPHQ, QUS, and represent 22.19% of Perennial Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: TSLA (+$41M), NVDA (+$24M), SPHQ (+$19M), BAI, DYNF, OEF, SHLD, QUS, IWY, NFLX.
Started 45 new stock positions in PPG, AVY, WEC, MDT, ZOOZ, OTF, GSK, ITA, HOG, APP.
Reduced shares in these 10 stocks: QUAL (-$11M), SPGP (-$6.0M), IYW (-$5.7M), UCON, SPYG, SPMD, CALF, SPSM, TLT, KO.
Sold out of its positions in BUD, BSX, Chargepoint Holdings Inc Com Cl A, DXCM, EXG, FXU, FTSL, BOTZ, EFG, SMIN. STRK, NAC, SMR, SPBO, SAP, SCHO, TGT, GLIN, VST, WBD, CYBR.
Perennial Investment Advisors was a net buyer of stock by $97M.
Perennial Investment Advisors has $1.2B in assets under management (AUM), dropping by 17.14%.
Central Index Key (CIK): 0001801523

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Portfolio Holdings for Perennial Investment Advisors

Perennial Investment Advisors holds 475 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.3	$65M	+58%	346k	186.58	View chart
Tesla Motors (TSLA)	4.4	$54M	+323%	121k	444.72	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	4.4	$54M	-4%	512k	104.51	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	4.3	$52M	+58%	710k	73.29	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	3.7	$45M	+8%	264k	171.20	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	3.7	$44M	-2%	801k	55.33	View chart
Apple (AAPL)	3.4	$42M	+2%	164k	254.63	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.7	$33M	+8%	121k	273.83	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.3	$28M	+7%	417k	67.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.9	$24M	-19%	120k	195.98	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.9	$23M	+20%	381k	59.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$19M		28k	666.19	View chart
Microsoft Corporation Call Option (MSFT)	1.5	$18M	-4%	34k	517.95	View chart
Amazon (AMZN)	1.3	$16M		73k	219.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$13M	-2%	40k	328.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$12M	+2%	20k	600.44	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.9	$12M	+3%	146k	78.35	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$11M	-11%	124k	89.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$11M	+3%	23k	479.70	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.9	$11M	+19%	109k	100.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$11M	+4%	185k	57.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$10M	-2%	14k	746.83	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.8	$10M	-36%	91k	113.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$10M	-50%	53k	194.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$10M		20k	502.76	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$9.5M	+66%	29k	333.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$9.2M		14k	669.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$9.1M	+7%	49k	186.51	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$9.0M	+27%	137k	65.92	View chart
Meta Platforms Cl A (META)	0.6	$7.8M	-5%	11k	734.64	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$7.4M	+112%	217k	34.16	View chart
Palantir Technologies Cl A (PLTR)	0.6	$7.2M		39k	182.41	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.6	$7.1M		131k	53.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$6.9M	+6%	27k	256.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.6M	-2%	27k	243.13	View chart
Broadcom (AVGO)	0.5	$6.6M	-3%	20k	329.91	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$6.1M	+6%	44k	140.05	View chart
Netflix (NFLX)	0.5	$5.8M	+55%	4.8k	1198.92	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$5.7M	+15%	37k	154.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.7M		23k	243.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$5.6M	+16%	93k	59.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$5.5M	-13%	20k	281.89	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$5.5M		145k	37.87	View chart
Owl Rock Capital Corporation (OBDC)	0.4	$5.5M		427k	12.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$5.4M	-2%	51k	105.01	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$5.4M	+10%	123k	43.92	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.4	$5.2M	+57%	140k	37.19	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$5.1M	+14%	141k	36.03	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$5.0M	+8%	54k	91.75	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$5.0M	+27%	100k	49.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$4.9M	+9%	67k	72.77	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$4.6M		42k	110.67	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$4.6M	+11%	110k	42.03	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.4	$4.5M	-6%	56k	80.65	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$4.4M	-22%	73k	60.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.4M	+2%	37k	118.83	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$4.2M	+12%	124k	34.17	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$4.1M	+11%	60k	68.96	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$3.9M	-28%	85k	46.32	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$3.8M	+10%	95k	39.54	View chart
Costco Wholesale Corporation (COST)	0.3	$3.8M	-2%	4.1k	925.91	View chart
Cornerstone Strategic Value (CLM)	0.3	$3.8M		455k	8.28	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.3	$3.7M		144k	25.80	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.3	$3.7M		461k	8.04	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$3.7M	NEW	52k	70.24	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$3.6M	+21%	85k	42.37	View chart
Enovix Corp (ENVX)	0.3	$3.6M	-2%	358k	9.97	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$3.5M	+4%	68k	51.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$3.5M	+6%	61k	57.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.5M		7.4k	468.40	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$3.4M	-5%	37k	93.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.4M		52k	65.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.3M		5.4k	612.37	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$3.3M	-39%	57k	57.18	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$3.2M	+4%	63k	51.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.2M	+22%	11k	293.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$3.2M		95k	33.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$3.2M		114k	27.64	View chart
Chevron Corporation (CVX)	0.3	$3.1M	+50%	20k	155.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$3.0M	+6%	44k	68.08	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$3.0M	+9%	125k	23.71	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$3.0M	-9%	33k	88.64	View chart
Sofi Technologies (SOFI)	0.2	$2.9M	-4%	112k	26.42	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.9M	+10%	28k	103.53	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$2.9M	+15%	55k	52.30	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.9M	+7%	24k	118.39	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.8M	-11%	8.9k	315.46	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$2.8M	-8%	30k	94.32	View chart
Oracle Corporation (ORCL)	0.2	$2.7M		9.6k	281.26	View chart
Visa Com Cl A (V)	0.2	$2.7M		7.9k	341.40	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$2.6M	+12%	92k	27.75	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.4M	+5%	8.6k	279.34	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.2	$2.4M	+56%	49k	49.19	View chart
Crowdstrike Hldgs Cl A Call Option (CRWD)	0.2	$2.4M	+2%	4.9k	490.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.4M	-3%	6.7k	355.47	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$2.4M		25k	93.75	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.4M	+17%	44k	53.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.3M	+12%	46k	50.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.3M	+4%	54k	42.79	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$2.3M	+7%	74k	31.16	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.3M		16k	145.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.3M	+20%	30k	75.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.3M		11k	215.78	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$2.2M	+9%	20k	111.47	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$2.2M	-6%	63k	34.75	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$2.2M		15k	148.61	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$2.1M	+19%	92k	22.72	View chart
Capital Group New Geography SHS (CGNG)	0.2	$2.1M	+11%	67k	30.90	View chart
Palo Alto Networks (PANW)	0.2	$2.0M	+2%	10k	203.62	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$2.0M	-5%	44k	46.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.0M	-4%	17k	120.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.0M	+9%	21k	93.37	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$2.0M	-58%	79k	25.19	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$2.0M	+12%	108k	18.24	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$1.9M		35k	54.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.8M		7.2k	254.36	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$1.8M	NEW	27k	66.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.8M	+11%	24k	76.45	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$1.8M	+12%	25k	73.58	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.8M	+12%	18k	100.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M	-3%	7.2k	242.04	View chart
Walt Disney Company (DIS)	0.1	$1.7M	-16%	15k	114.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.7M	-3%	12k	142.41	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$1.7M	+3%	31k	54.31	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$1.7M		39k	43.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.7M		19k	87.32	View chart
Wal-Mart Stores (WMT)	0.1	$1.7M		16k	103.07	View chart
Strategy Cl A New (MSTR)	0.1	$1.7M	-23%	5.2k	322.21	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.7M	+7%	21k	81.19	View chart
Coca-Cola Company (KO)	0.1	$1.6M	-45%	25k	66.32	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.6M	+4%	9.8k	164.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.6M	-13%	33k	47.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.6M	-16%	11k	139.19	View chart
UnitedHealth (UNH)	0.1	$1.6M	+73%	4.6k	345.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.5M	+17%	23k	65.00	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.5M		29k	51.04	View chart
Pepsi (PEP)	0.1	$1.5M	+2%	11k	140.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.5M		7.1k	206.51	View chart
International Business Machines (IBM)	0.1	$1.5M	-6%	5.2k	282.20	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M	+4%	4.9k	300.83	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.4M		6.0k	239.66	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.4M	-5%	16k	89.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.4M	-3%	15k	96.55	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.4M	+41%	1.5k	968.46	View chart
Home Depot (HD)	0.1	$1.4M	-10%	3.5k	405.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.4M	-45%	21k	67.51	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.4M	+25%	93k	14.94	View chart
Nebius Group Shs Class A (NBIS)	0.1	$1.4M	-4%	12k	112.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	-2%	12k	112.75	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	-3%	1.8k	763.13	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.1	$1.4M	+4%	22k	63.59	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M	-29%	2.4k	568.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.4M		14k	99.11	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.4M	+10%	50k	27.31	View chart
salesforce (CRM)	0.1	$1.4M	-6%	5.7k	236.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M		6.6k	203.58	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.3M		14k	92.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	+8%	18k	74.37	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.3M		14k	95.15	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.3M	+10%	11k	121.09	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	-3%	25k	51.59	View chart
Ge Vernova (GEV)	0.1	$1.3M	-2%	2.1k	614.87	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+5%	8.1k	161.79	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.3M	-5%	14k	92.40	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.3M	-4%	26k	49.79	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.3M		29k	43.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.2M	-8%	3.8k	326.37	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$1.2M	NEW	45k	26.95	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.2M	-3%	28k	41.11	View chart
Global X Fds Conscious Cos (KRMA)	0.1	$1.2M	-4%	27k	43.15	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$1.2M	+6%	46k	25.29	View chart
Kla Corp Com New (KLAC)	0.1	$1.1M		1.1k	1077.86	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M		2.5k	447.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		6.0k	189.73	View chart
Verizon Communications (VZ)	0.1	$1.1M	+3%	25k	43.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.1M		28k	38.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.1M	+6%	11k	99.96	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-19%	16k	68.43	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M	-4%	14k	73.48	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	-6%	5.6k	185.45	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$1.0M	NEW	23k	44.48	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.0M		18k	57.32	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.0M		3.6k	279.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$997k	+4%	9.9k	100.25	View chart
Abbvie (ABBV)	0.1	$973k		4.2k	231.54	View chart
At&t (T)	0.1	$970k	-2%	34k	28.24	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$969k	+128%	17k	57.04	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$968k	-2%	24k	40.56	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$967k	-25%	8.9k	109.00	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$963k	NEW	42k	23.09	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$957k	-5%	10k	95.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$935k	-6%	40k	23.12	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$925k	+18%	28k	33.15	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$914k	-12%	12k	78.40	View chart
Boeing Company (BA)	0.1	$906k	-2%	4.2k	215.78	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$902k	-22%	19k	46.71	View chart
Goldman Sachs (GS)	0.1	$888k	+29%	1.1k	797.20	View chart
Fs Kkr Capital Corp (FSK)	0.1	$886k	-6%	59k	14.93	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$882k	+18%	34k	25.98	View chart
Amgen (AMGN)	0.1	$872k	+3%	3.1k	282.20	View chart
Wells Fargo & Company (WFC)	0.1	$858k	-7%	10k	83.81	View chart
Realty Income (O)	0.1	$858k		14k	60.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$851k	-4%	2.9k	297.54	View chart
Uber Technologies (UBER)	0.1	$843k	+9%	8.6k	97.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$827k	-13%	4.0k	208.75	View chart
Global X Fds Global X Uranium (URA)	0.1	$826k		17k	47.67	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$824k	+197%	16k	50.75	View chart
Caterpillar (CAT)	0.1	$821k		1.7k	477.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$820k	-4%	18k	46.80	View chart
Essential Properties Realty reit (EPRT)	0.1	$819k		28k	29.76	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$814k	-5%	28k	28.90	View chart
Blackrock Capital Allocation Trust (BCAT)	0.1	$812k	+2%	55k	14.79	View chart
Blackrock (BLK)	0.1	$810k	+23%	695.00	1165.30	View chart
Analog Devices (ADI)	0.1	$803k	-5%	3.3k	245.74	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$797k	+3%	34k	23.38	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$793k	+24%	19k	41.33	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$779k	NEW	5.7k	135.66	View chart
Thermo Fisher Scientific (TMO)	0.1	$775k	+9%	1.6k	485.03	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.1	$749k		79k	9.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$746k		4.5k	167.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$744k		2.0k	365.50	View chart
O'reilly Automotive (ORLY)	0.1	$744k	+5%	6.9k	107.81	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$737k	+7%	4.3k	170.90	View chart
Procter & Gamble Company (PG)	0.1	$731k	-20%	4.8k	153.60	View chart
TJX Companies (TJX)	0.1	$727k		5.0k	144.55	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$726k	-10%	67k	10.85	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$716k	+24%	8.0k	89.62	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$715k	NEW	13k	54.18	View chart
American Express Company (AXP)	0.1	$708k		2.1k	332.24	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$696k	-8%	16k	43.41	View chart
Qualcomm (QCOM)	0.1	$691k		4.2k	166.44	View chart
Sitime Corp Call Option (SITM)	0.1	$688k	+6%	2.3k	301.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$687k		15k	45.21	View chart
Morgan Stanley Com New (MS)	0.1	$685k	-7%	4.3k	158.97	View chart
Micron Technology (MU)	0.1	$680k	+22%	4.1k	167.30	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$674k		5.3k	125.95	View chart
Aercap Holdings Nv SHS (AER)	0.1	$666k		5.5k	121.01	View chart
Axon Enterprise (AXON)	0.1	$659k		918.00	717.64	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$658k	-3%	19k	33.89	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$657k	-9%	4.7k	139.66	View chart
Nxp Semiconductors N V (NXPI)	0.1	$655k		2.9k	227.75	View chart
Starbucks Corporation (SBUX)	0.1	$651k	-3%	7.7k	84.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$649k	-24%	9.6k	67.83	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$645k	-3%	1.4k	463.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$638k	-5%	7.6k	84.11	View chart
Cadence Design Systems (CDNS)	0.1	$636k	-37%	1.8k	351.26	View chart
Anthem (ELV)	0.1	$631k	+203%	2.0k	323.06	View chart
Lam Research Corp Com New (LRCX)	0.1	$622k	-21%	4.6k	133.90	View chart
Ferrari Nv Ord (RACE)	0.1	$611k	+10%	1.3k	485.22	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$610k	-12%	3.4k	178.77	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$608k	+66%	7.0k	87.21	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$606k	+9%	23k	26.58	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$600k	-6%	15k	39.26	View chart
Intercontinental Exchange (ICE)	0.0	$599k	-6%	3.6k	168.50	View chart
Draftkings Com Cl A (DKNG)	0.0	$599k		16k	37.40	View chart
Adobe Systems Incorporated (ADBE)	0.0	$592k	-7%	1.7k	352.75	View chart
General Motors Company (GM)	0.0	$581k	-10%	9.5k	60.97	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$580k	NEW	2.6k	222.17	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$561k	-2%	6.2k	90.02	View chart
3M Company (MMM)	0.0	$561k	-14%	3.6k	155.13	View chart
Lowe's Companies (LOW)	0.0	$556k		2.2k	251.31	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$550k	-2%	18k	30.11	View chart
Texas Instruments Incorporated (TXN)	0.0	$538k	-6%	2.9k	183.77	View chart
Paypal Holdings (PYPL)	0.0	$534k	-4%	8.0k	67.06	View chart
Intel Corporation (INTC)	0.0	$533k	-9%	16k	33.55	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$528k	+53%	13k	40.69	View chart
Oklo Com Cl A (OKLO)	0.0	$522k	+3%	4.7k	111.63	View chart
McDonald's Corporation (MCD)	0.0	$509k	+3%	1.7k	303.95	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.0	$505k	-22%	4.6k	110.79	View chart
Kkr & Co (KKR)	0.0	$502k	+3%	3.9k	129.95	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.0	$499k	+33%	10k	49.81	View chart
Sempra Energy (SRE)	0.0	$499k	+8%	5.5k	89.97	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$495k	-4%	1.3k	391.64	View chart
Citigroup Com New (C)	0.0	$491k	-13%	4.8k	101.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$475k	+108%	13k	36.35	View chart
MercadoLibre (MELI)	0.0	$465k		199.00	2336.94	View chart
Cheniere Energy Com New (LNG)	0.0	$463k	+14%	2.0k	234.99	View chart
Altria (MO)	0.0	$461k	+2%	7.0k	66.07	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.0	$456k	-13%	20k	22.44	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$452k	-2%	3.5k	130.28	View chart
Abbott Laboratories (ABT)	0.0	$445k		3.3k	133.98	View chart
Lockheed Martin Corporation (LMT)	0.0	$442k		886.00	499.35	View chart
Pfizer (PFE)	0.0	$433k	-24%	17k	25.48	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.0	$430k	+8%	10k	41.78	View chart
Automatic Data Processing (ADP)	0.0	$425k		1.4k	293.56	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.0	$424k		4.3k	99.52	View chart
Honeywell International (HON)	0.0	$421k	-4%	2.0k	210.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$419k		1.0k	402.38	View chart
Ares Capital Corporation (ARCC)	0.0	$415k	-3%	20k	20.41	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$414k		3.4k	122.45	View chart
Rocket Lab Corp (RKLB)	0.0	$411k	-3%	8.6k	47.91	View chart
Union Pacific Corporation (UNP)	0.0	$409k	+3%	1.7k	236.36	View chart
Prologis (PLD)	0.0	$405k	+7%	3.5k	114.53	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.0	$405k	+45%	5.9k	68.63	View chart
Stryker Corporation (SYK)	0.0	$405k		1.1k	369.75	View chart
Pool Corporation (POOL)	0.0	$404k		1.3k	309.65	View chart
Monster Beverage Corp (MNST)	0.0	$396k		5.9k	67.31	View chart
Spotify Technology S A SHS (SPOT)	0.0	$395k	+2%	566.00	698.00	View chart
Riot Blockchain (RIOT)	0.0	$395k		21k	19.03	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$395k		6.2k	63.30	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$394k	-6%	15k	25.57	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$393k		9.4k	41.58	View chart
Novartis Sponsored Adr (NVS)	0.0	$391k		3.1k	128.24	View chart
ConocoPhillips (COP)	0.0	$391k		4.1k	94.59	View chart
Super Micro Computer Com New (SMCI)	0.0	$391k	-16%	8.2k	47.94	View chart
Autodesk (ADSK)	0.0	$390k	-9%	1.2k	317.67	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$388k	+8%	7.6k	50.78	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$385k		2.6k	151.07	View chart
Mitek Sys Com New (MITK)	0.0	$383k	-8%	39k	9.77	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$383k		5.0k	76.57	View chart
Philip Morris International (PM)	0.0	$379k	+2%	2.3k	162.26	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$379k	+36%	3.7k	102.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$374k	-2%	4.7k	78.91	View chart
Lennar Corp Cl A (LEN)	0.0	$370k	+4%	2.9k	126.05	View chart
Arista Networks Com Shs (ANET)	0.0	$365k	-38%	2.5k	145.71	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$365k	-16%	7.5k	48.78	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$365k	NEW	4.8k	76.40	View chart
Applovin Corp Com Cl A (APP)	0.0	$364k	NEW	506.00	718.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$362k	-26%	2.5k	145.67	View chart
Booking Holdings (BKNG)	0.0	$362k		67.00	5405.25	View chart
Western Digital (WDC)	0.0	$360k	-5%	3.0k	120.05	View chart
Ford Motor Company (F)	0.0	$359k		30k	11.96	View chart
Wp Carey (WPC)	0.0	$357k		5.3k	67.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$357k		6.7k	53.41	View chart
Waste Management (WM)	0.0	$356k		1.6k	220.83	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$355k	-7%	1.5k	236.00	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$355k		3.0k	116.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$354k	-4%	6.8k	52.12	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$350k		5.4k	64.69	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$349k		920.00	378.84	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$345k	+58%	3.2k	106.52	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$343k	-10%	13k	25.84	View chart
United Rentals (URI)	0.0	$343k	+10%	359.00	954.68	View chart
Xpo Logistics Inc equity (XPO)	0.0	$342k		2.6k	129.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$342k	-6%	3.3k	103.07	View chart
Avery Dennison Corporation (AVY)	0.0	$338k	NEW	2.1k	162.17	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$337k		1.1k	309.55	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$336k	+15%	22k	14.98	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$332k	+8%	6.3k	53.08	View chart
Workday Cl A (WDAY)	0.0	$331k	-21%	1.4k	240.73	View chart
Nextera Energy (NEE)	0.0	$330k	+15%	4.4k	75.47	View chart
Merck & Co (MRK)	0.0	$329k	-5%	3.9k	83.92	View chart
Coinbase Global Com Cl A (COIN)	0.0	$328k	-41%	971.00	337.31	View chart
Eaton Corp SHS (ETN)	0.0	$326k	+7%	871.00	374.54	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$323k	-2%	5.4k	59.90	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$323k		6.9k	46.68	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$322k	+7%	3.3k	96.44	View chart
Charles Schwab Corporation (SCHW)	0.0	$317k	-10%	3.3k	95.47	View chart
Federal Signal Corporation (FSS)	0.0	$317k		2.7k	118.99	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$316k	NEW	23k	13.82	View chart
Snowflake Com Shs (SNOW)	0.0	$315k		1.4k	225.49	View chart
Intuit (INTU)	0.0	$314k	-29%	460.00	683.13	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$312k	+3%	21k	15.05	View chart
Paychex (PAYX)	0.0	$308k		2.4k	126.71	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$307k	-7%	11k	28.91	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$303k	-11%	2.3k	134.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$302k		6.0k	50.63	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$302k	NEW	1.4k	209.35	View chart
Microchip Technology (MCHP)	0.0	$302k		4.7k	64.21	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$302k		1.8k	165.45	View chart
AFLAC Incorporated (AFL)	0.0	$300k		2.7k	111.70	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$299k		3.4k	88.95	View chart
Sterling Construction Company (STRL)	0.0	$295k	NEW	869.00	339.68	View chart
Iron Mountain (IRM)	0.0	$295k		2.9k	101.94	View chart
Parker-Hannifin Corporation (PH)	0.0	$295k	+12%	389.00	758.54	View chart
Motorola Solutions Com New (MSI)	0.0	$295k		645.00	457.22	View chart
Amphenol Corp Cl A (APH)	0.0	$294k	+4%	2.4k	123.77	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$291k	NEW	24k	12.29	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.0	$290k	NEW	4.2k	68.17	View chart
Hyatt Hotels Corp Com Cl A (H)	0.0	$288k		2.0k	141.94	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$288k	+2%	5.4k	53.24	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$288k	NEW	23k	12.56	View chart
Vanguard World Industrial Etf (VIS)	0.0	$284k	-9%	959.00	296.23	View chart
Gilead Sciences (GILD)	0.0	$282k	-13%	2.5k	110.98	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$282k	NEW	11k	24.93	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$281k		3.6k	78.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$280k	-32%	5.2k	54.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$278k	-2%	2.0k	142.10	View chart
Linde SHS (LIN)	0.0	$277k	+22%	582.00	475.12	View chart
Duke Energy Corp Com New (DUK)	0.0	$275k	+4%	2.2k	123.77	View chart
Deckers Outdoor Corporation (DECK)	0.0	$275k	+5%	2.7k	101.37	View chart
Ishares Msci Israel Etf (EIS)	0.0	$273k		2.7k	100.30	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.0	$273k	NEW	9.8k	27.88	View chart
Yum! Brands (YUM)	0.0	$273k		1.8k	151.97	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$271k	-29%	1.9k	141.49	View chart
Applied Materials (AMAT)	0.0	$271k	-10%	1.3k	204.76	View chart
AutoZone (AZO)	0.0	$270k		63.00	4290.22	View chart
Lpl Financial Holdings (LPLA)	0.0	$267k		802.00	332.84	View chart
McKesson Corporation (MCK)	0.0	$266k	NEW	344.00	772.59	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$264k	NEW	1.8k	142.88	View chart
Hologic (HOLX)	0.0	$263k	+5%	3.9k	67.49	View chart
Cigna Corp (CI)	0.0	$261k	-4%	905.00	288.41	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$260k	-41%	3.1k	83.44	View chart
Capital One Financial (COF)	0.0	$256k		1.2k	212.43	View chart
Sentinelone Cl A (S)	0.0	$256k		15k	17.61	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$254k		2.1k	119.51	View chart
Howmet Aerospace (HWM)	0.0	$254k		1.3k	196.23	View chart
PPG Industries (PPG)	0.0	$254k	NEW	2.4k	105.11	View chart
Ecolab (ECL)	0.0	$252k		920.00	273.88	View chart
Emerson Electric (EMR)	0.0	$252k	+6%	1.9k	131.21	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$252k	-9%	3.3k	76.00	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.0	$251k		4.4k	56.97	View chart
Danaher Corporation (DHR)	0.0	$251k	-62%	1.3k	198.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$249k	-17%	2.7k	91.43	View chart
Servicenow (NOW)	0.0	$249k	+6%	270.00	920.29	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.0	$247k		5.6k	44.00	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.0	$246k	NEW	4.4k	55.89	View chart
EOG Resources (EOG)	0.0	$245k	+2%	2.2k	112.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$244k	-17%	3.0k	79.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$241k		7.7k	31.38	View chart
Ameriprise Financial (AMP)	0.0	$239k	+14%	487.00	491.00	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$239k		3.3k	72.58	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$238k	-6%	2.3k	104.45	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$236k	-31%	4.4k	53.11	View chart
Sea Sponsord Ads (SE)	0.0	$234k	+4%	1.3k	178.71	View chart
Upstart Hldgs (UPST)	0.0	$233k		4.6k	50.80	View chart
Immersion Corporation (IMMR)	0.0	$232k	-11%	32k	7.34	View chart
Tc Energy Corp (TRP)	0.0	$231k	NEW	4.2k	54.41	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$231k	NEW	4.0k	57.51	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$230k		1.8k	126.64	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$230k	-44%	2.5k	91.52	View chart
Ishares Tr Future Exponenti (XT)	0.0	$230k	-7%	3.2k	71.95	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$230k		3.5k	65.00	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$229k	-5%	13k	17.16	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.0	$229k	-10%	9.5k	23.95	View chart
Bristol Myers Squibb (BMY)	0.0	$228k	-3%	5.0k	45.11	View chart
Live Nation Entertainment (LYV)	0.0	$227k		1.4k	163.40	View chart
Freeport-mcmoran CL B (FCX)	0.0	$227k		5.8k	39.22	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$226k		1.7k	135.73	View chart
Deere & Company (DE)	0.0	$225k	-2%	492.00	457.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$225k	-3%	3.3k	68.47	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$224k		2.5k	89.77	View chart
S&p Global (SPGI)	0.0	$224k	+3%	460.00	487.10	View chart
Wec Energy Group (WEC)	0.0	$224k	NEW	2.0k	114.59	View chart
Phillips 66 (PSX)	0.0	$224k	-5%	1.6k	136.06	View chart
Harley-Davidson (HOG)	0.0	$223k	NEW	8.0k	27.90	View chart
American Tower Reit (AMT)	0.0	$223k	+8%	1.2k	192.25	View chart
Gitlab Class A Com (GTLB)	0.0	$222k		4.9k	45.08	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$221k	NEW	4.4k	49.83	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.0	$221k	-22%	4.4k	50.25	View chart
Rivernorth Doubleline Strate (OPP)	0.0	$220k		26k	8.53	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$220k		2.5k	89.37	View chart
Spdr Series Trust S&p Ins Etf (KIE)	0.0	$220k		3.7k	59.32	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$219k	-88%	5.0k	43.78	View chart
Xcel Energy (XEL)	0.0	$217k	NEW	2.7k	80.65	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$216k	-67%	4.3k	50.50	View chart
Nasdaq Omx (NDAQ)	0.0	$214k	-11%	2.4k	88.43	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$212k		2.4k	87.88	View chart
Novo-nordisk A S Adr (NVO)	0.0	$211k	-16%	3.8k	55.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$211k	-21%	685.00	308.24	View chart
FedEx Corporation (FDX)	0.0	$210k	NEW	891.00	235.94	View chart
Block Cl A (XYZ)	0.0	$209k	-8%	2.9k	72.27	View chart
CVS Caremark Corporation (CVS)	0.0	$208k	NEW	2.8k	75.37	View chart
Huntington Ingalls Inds (HII)	0.0	$207k	NEW	719.00	287.91	View chart
Vanguard World Financials Etf (VFH)	0.0	$207k		1.6k	131.23	View chart
Williams Companies (WMB)	0.0	$207k	NEW	3.3k	63.36	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.0	$206k	NEW	3.9k	52.89	View chart
Medtronic SHS (MDT)	0.0	$206k	NEW	2.2k	95.31	View chart
Comcast Corp Cl A (CMCSA)	0.0	$204k	-16%	6.5k	31.42	View chart
Us Bancorp Del Com New (USB)	0.0	$203k	NEW	4.2k	48.33	View chart
GSK Sponsored Adr (GSK)	0.0	$202k	NEW	4.7k	43.16	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$200k	NEW	1.7k	120.63	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$178k		13k	14.25	View chart
Rithm Capital Corp Com New (RITM)	0.0	$128k		11k	11.39	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$123k	+3%	18k	6.91	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.0	$107k	NEW	11k	9.65	View chart
Ondas Hldgs Com New (ONDS)	0.0	$104k	NEW	14k	7.72	View chart
BlackRock MuniVest Fund (MVF)	0.0	$103k	NEW	15k	6.86	View chart
American Battery Technology Com New (ABAT)	0.0	$65k	NEW	13k	4.86	View chart
Celularity Cl A New (CELU)	0.0	$28k	NEW	14k	2.07	View chart
Ocugen (OCGN)	0.0	$25k		15k	1.63	View chart
Zooz Pwr Share (ZOOZ)	0.0	$21k	NEW	10k	2.14	View chart
Defi Technologies (DEFT)	0.0	$21k	NEW	10k	2.11	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$15k		11k	1.35	View chart
Applied Therapeutics (APLT)	0.0	$7.0k		12k	0.60	View chart

Past Filings by Perennial Investment Advisors

SEC 13F filings are viewable for Perennial Investment Advisors going back to 2019

Perennial Investment Advisors 2025 Q3 filed Nov. 12, 2025
Perennial Investment Advisors 2025 Q2 filed Aug. 11, 2025
Perennial Investment Advisors 2025 Q1 filed May 15, 2025
Perennial Investment Advisors 2024 Q4 filed Feb. 13, 2025
Perennial Investment Advisors 2024 Q3 filed Nov. 14, 2024
Perennial Investment Advisors 2024 Q2 filed Aug. 9, 2024
Perennial Investment Advisors 2024 Q1 filed May 14, 2024
Perennial Investment Advisors 2023 Q3 filed Nov. 14, 2023
Perennial Investment Advisors 2023 Q2 filed Aug. 14, 2023
Perennial Investment Advisors 2023 Q1 filed May 12, 2023
Perennial Investment Advisors 2022 Q4 filed Feb. 10, 2023
Perennial Investment Advisors 2022 Q3 filed Nov. 9, 2022
Perennial Investment Advisors 2022 Q2 filed Aug. 10, 2022
Perennial Investment Advisors 2022 Q1 filed May 9, 2022
Perennial Investment Advisors 2021 Q4 filed Feb. 14, 2022
Perennial Investment Advisors 2021 Q3 filed Nov. 12, 2021

View all past filings

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