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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 SPYG, SPYV, AAPL, NVDA, QUS, and represent 24.55% of Perennial Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$26M), QUS, VB, SPY, IEFA, COST, VGT, IWY, RDVY, SMCI.
Started 28 new stock positions in TXN, FPE, XLY, IWY, EPD, ARM, SMIN, BOTZ, EFAV, VFH.
Reduced shares in these 10 stocks: XLE, SPYG, LSAF, LSAT, FTCS, FVD, SQEW, AMD, OIH, DYLD.
Sold out of its positions in BAX, BMY, CCD, CNI, Central Valley Community Ban, CLF, DFAX, LIT, GBTC, PBTP. DVY, HEFA, JEF, MS, NKE, NOW, 22nd Centy Group Inccom, VYM, IGD, IVZ.
Perennial Investment Advisors was a net buyer of stock by $48M.
Perennial Investment Advisors has $701M in assets under management (AUM), dropping by 6.35%.
Central Index Key (CIK): 0001801523

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Portfolio Holdings for Perennial Investment Advisors

Perennial Investment Advisors holds 355 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.3	$44M	-4%	547k	80.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	5.5	$38M		786k	48.74	View chart
Apple (AAPL)	5.1	$36M		169k	210.62	View chart
NVIDIA Corporation (NVDA)	4.1	$29M	+944%	233k	123.54	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	3.6	$26M	+7%	173k	147.44	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	2.9	$20M	+3%	196k	102.78	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	2.7	$19M		355k	52.49	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.5	$18M	+6%	325k	54.75	View chart
Microsoft Corporation (MSFT)	1.9	$13M	+3%	30k	446.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$13M	+5%	23k	547.33	View chart
Amazon (AMZN)	1.8	$12M	+2%	64k	193.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$12M		44k	267.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$11M	+15%	21k	544.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.5	$11M	+8%	70k	150.60	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$9.3M	+16%	16k	576.57	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.3	$8.9M		203k	43.91	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.2	$8.5M	+4%	108k	78.31	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.2	$8.2M	+4%	96k	85.86	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.2	$8.1M	-4%	122k	66.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$7.3M	+11%	15k	479.11	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$7.0M	+5%	19k	374.00	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.0	$7.0M		83k	84.06	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.9	$6.3M		124k	51.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$5.9M	+9%	108k	54.49	View chart
Owl Rock Capital Corporation (OBDC)	0.8	$5.9M		384k	15.36	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.8	$5.8M		140k	41.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$5.5M	+7%	35k	160.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$5.4M	-12%	65k	84.04	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$5.2M	+3%	56k	91.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$4.9M	-6%	12k	406.80	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.7	$4.6M	-21%	121k	38.29	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.7	$4.6M		63k	72.95	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$4.2M	+2%	33k	127.18	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$4.2M	-14%	103k	40.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.1M	+5%	23k	182.17	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$3.9M	-8%	141k	27.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.8M	+2%	21k	183.45	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$3.8M	-43%	42k	91.15	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.5	$3.7M	-26%	99k	37.78	View chart
Meta Platforms Cl A (META)	0.5	$3.7M	+5%	7.3k	504.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$3.7M		40k	92.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$3.6M	+3%	37k	97.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.6M	+5%	62k	58.52	View chart
Costco Wholesale Corporation (COST)	0.5	$3.5M	+67%	4.2k	849.93	View chart
Tesla Motors Call Option (TSLA)	0.5	$3.4M	+26%	17k	197.88	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$3.3M	+7%	89k	37.03	View chart
Two Rds Shared Tr Leadershares Eqt (SQEW)	0.5	$3.3M	-17%	100k	32.93	View chart
Cornerstone Strategic Value (CLM)	0.4	$3.0M	+3%	394k	7.70	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.4	$3.0M	+3%	380k	7.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.9M	-4%	7.9k	364.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.9M	+21%	27k	106.66	View chart
Coca-Cola Company (KO)	0.4	$2.8M		44k	63.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$2.8M	+3%	56k	49.42	View chart
Broadcom (AVGO)	0.4	$2.7M	+24%	1.7k	1605.44	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$2.5M	+3%	67k	37.67	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$2.5M		45k	55.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.4M	+142%	34k	72.64	View chart
Two Rds Shared Tr Leadershares Dy (DYLD)	0.3	$2.4M	-17%	108k	22.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.4M	+190%	11k	218.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$2.4M	+2%	82k	28.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$2.3M	+4%	46k	50.47	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$2.3M	+8%	25k	90.58	View chart
Chevron Corporation (CVX)	0.3	$2.3M		14k	156.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.2M	-3%	12k	182.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.1M		4.3k	500.15	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$2.0M	+3%	16k	121.92	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.9M	+4%	9.5k	202.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.8M	+3%	11k	170.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.8M	-6%	15k	119.30	View chart
Palo Alto Networks Call Option (PANW)	0.3	$1.8M	+8%	5.4k	339.01	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$1.8M	-11%	73k	25.09	View chart
Two Rds Shared Tr Leadershs Activi (ACTV)	0.3	$1.8M	-20%	56k	32.05	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.8M	+31%	12k	145.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.7M	+3%	7.6k	226.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.7M		29k	57.61	View chart
Walt Disney Company (DIS)	0.2	$1.7M	+2%	17k	99.30	View chart
Pepsi (PEP)	0.2	$1.7M	+2%	10k	164.94	View chart
Super Micro Computer (SMCI)	0.2	$1.6M	+126%	2.0k	819.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.6M	+21%	17k	92.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.5M	+3%	20k	78.33	View chart
Visa Com Cl A (V)	0.2	$1.5M	+6%	5.9k	262.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.5M	-2%	9.3k	164.38	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.4M		13k	110.34	View chart
UnitedHealth (UNH)	0.2	$1.4M		2.7k	509.48	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.4M	+66%	26k	53.53	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$1.4M	-4%	22k	64.00	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.4M	+75%	15k	91.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.3M	+4%	5.5k	242.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M		6.2k	215.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.3M	+2%	59k	22.57	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.3M	+14%	26k	50.75	View chart
Home Depot (HD)	0.2	$1.3M	+5%	3.8k	344.22	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.2	$1.3M	-28%	4.1k	316.16	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M	-31%	7.9k	162.21	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.3M	+56%	31k	41.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.3M	+96%	16k	79.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.2M	-3%	15k	83.96	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$1.2M	+26%	9.8k	127.47	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$1.2M	NEW	5.8k	214.52	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$1.2M	+43%	35k	35.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.2M	+5%	6.1k	203.02	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$1.2M	-4%	27k	45.22	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	+25%	11k	115.12	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M	-21%	1.3k	904.94	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.2M		25k	48.05	View chart
Fs Kkr Capital Corp (FSK)	0.2	$1.2M	+27%	60k	19.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.2M	+7%	16k	72.05	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.2M	-2%	6.7k	173.81	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$1.2M	-3%	18k	65.02	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.2	$1.1M	+4%	65k	17.11	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.1M	-5%	13k	81.08	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$1.1M		27k	40.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.1M	+23%	2.8k	383.23	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.0M	+2%	26k	39.72	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	+4%	15k	67.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M	-2%	5.6k	182.60	View chart
Global X Fds Conscious Cos (KRMA)	0.1	$1.0M	-2%	27k	36.98	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.0M	-3%	29k	35.07	View chart
Lam Research Corporation (LRCX)	0.1	$1.0M	+120%	946.00	1064.85	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$991k		29k	33.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$990k		2.2k	441.26	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$985k	-17%	6.8k	145.48	View chart
Cadence Design Systems (CDNS)	0.1	$969k	+6%	3.2k	307.75	View chart
salesforce (CRM)	0.1	$967k	+3%	3.8k	257.02	View chart
Bank of America Corporation Call Option (BAC)	0.1	$962k		24k	39.77	View chart
Procter & Gamble Company (PG)	0.1	$951k		5.8k	164.94	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$946k	-21%	18k	53.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$945k	-3%	15k	64.95	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$944k	+9%	36k	26.57	View chart
Realty Income (O)	0.1	$944k	-2%	18k	52.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$920k		5.1k	182.01	View chart
Netflix (NFLX)	0.1	$917k	+3%	1.4k	674.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$907k		28k	32.24	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$902k		18k	49.76	View chart
Verizon Communications (VZ)	0.1	$899k	+5%	22k	41.24	View chart
Asml Holding N V N Y Registry Shs Call Option (ASML)	0.1	$894k	+52%	874.00	1022.73	View chart
Nxp Semiconductors N V Call Option (NXPI)	0.1	$888k	+6%	3.3k	269.09	View chart
Oracle Corporation (ORCL)	0.1	$888k	+4%	6.3k	141.19	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$882k	+3%	3.5k	250.03	View chart
Intuitive Surgical Com New (ISRG)	0.1	$874k	+6%	2.0k	444.85	View chart
International Business Machines (IBM)	0.1	$861k	+9%	5.0k	172.97	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$856k		11k	78.05	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$844k		11k	74.76	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$843k	+2%	13k	63.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$843k	+27%	9.6k	88.14	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	0.1	$832k	-5%	12k	69.91	View chart
Amgen (AMGN)	0.1	$824k	-8%	2.6k	312.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$819k	-6%	8.4k	97.06	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$813k	NEW	11k	77.28	View chart
Essential Properties Realty reit (EPRT)	0.1	$808k		29k	27.71	View chart
Johnson & Johnson (JNJ)	0.1	$804k	-3%	5.5k	146.16	View chart
Cisco Systems (CSCO)	0.1	$803k	-7%	17k	47.51	View chart
Ishares Msci Mexico Etf (EWW)	0.1	$798k	-3%	14k	56.61	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	0.1	$796k	+27%	16k	50.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$787k	+247%	8.6k	91.78	View chart
Shopify Cl A Call Option (SHOP)	0.1	$783k		12k	66.05	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$775k		20k	37.93	View chart
Merck & Co (MRK)	0.1	$767k		6.2k	123.82	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$739k	NEW	8.6k	85.69	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$732k		26k	28.02	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$717k	+138%	2.7k	260.67	View chart
Intercontinental Exchange (ICE)	0.1	$699k		5.1k	136.89	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$695k		21k	32.56	View chart
Adobe Systems Incorporated (ADBE)	0.1	$683k	-16%	1.2k	555.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$671k		5.6k	120.74	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$665k	+87%	8.4k	78.77	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$660k		16k	41.81	View chart
Qualcomm (QCOM)	0.1	$658k		3.3k	199.18	View chart
Ge Aerospace Com New (GE)	0.1	$656k	-4%	4.1k	158.99	View chart
Mitek Sys Com New (MITK)	0.1	$648k		58k	11.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$635k		3.6k	174.48	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$632k		3.1k	204.94	View chart
Microstrategy Cl A New (MSTR)	0.1	$628k	+97%	456.00	1377.48	View chart
At&t (T)	0.1	$624k	+5%	33k	19.11	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$623k		22k	28.76	View chart
Union Pacific Corporation (UNP)	0.1	$597k	+5%	2.6k	226.25	View chart
Sofi Technologies (SOFI)	0.1	$594k	+9%	90k	6.61	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$580k	+86%	52k	11.10	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$578k	+173%	12k	48.13	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$577k		15k	37.95	View chart
Abbvie (ABBV)	0.1	$575k	-7%	3.4k	171.49	View chart
Danaher Corporation (DHR)	0.1	$571k		2.3k	249.84	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$564k	+24%	17k	33.53	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$562k		12k	46.94	View chart
Enovix Corp (ENVX)	0.1	$560k	+99%	36k	15.46	View chart
Wells Fargo & Company (WFC)	0.1	$556k	-16%	9.4k	59.38	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$553k	NEW	3.0k	182.39	View chart
Palantir Technologies Cl A (PLTR)	0.1	$550k	+22%	22k	25.33	View chart
Boeing Company Call Option (BA)	0.1	$548k	+6%	3.0k	182.01	View chart
Intel Corporation (INTC)	0.1	$542k	-19%	18k	30.97	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$541k	-25%	9.1k	59.60	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$528k	+55%	5.2k	102.31	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$526k		17k	30.89	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$525k		5.2k	101.07	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$518k	+126%	21k	24.45	View chart
Starbucks Corporation (SBUX)	0.1	$512k	-3%	6.6k	77.86	View chart
Aercap Holdings Nv SHS (AER)	0.1	$503k	+2%	5.4k	93.20	View chart
Analog Devices (ADI)	0.1	$502k		2.2k	228.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$502k	-2%	2.6k	194.87	View chart
Kla Corp Com New (KLAC)	0.1	$502k	+10%	608.00	824.78	View chart
TJX Companies (TJX)	0.1	$498k	+22%	4.5k	110.10	View chart
Lowe's Companies (LOW)	0.1	$491k	+2%	2.2k	220.39	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.1	$482k	+121%	51k	9.51	View chart
Draftkings Com Cl A (DKNG)	0.1	$476k	+7%	13k	38.17	View chart
Uber Technologies (UBER)	0.1	$471k		6.5k	72.68	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$466k	+18%	18k	25.51	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$464k	+8%	4.5k	103.84	View chart
3M Company (MMM)	0.1	$461k	+3%	4.5k	102.16	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$460k		16k	29.64	View chart
Arista Networks (ANET)	0.1	$458k	NEW	1.3k	350.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$450k	NEW	7.7k	58.23	View chart
Paypal Holdings (PYPL)	0.1	$446k	-2%	7.7k	58.03	View chart
ConocoPhillips (COP)	0.1	$441k	-10%	3.9k	114.40	View chart
Ares Capital Corporation (ARCC)	0.1	$436k		21k	20.84	View chart
Pfizer (PFE)	0.1	$435k	+9%	16k	27.98	View chart
Microchip Technology (MCHP)	0.1	$435k		4.8k	91.49	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$434k	-6%	4.1k	106.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$425k		9.7k	43.93	View chart
Ferrari Nv Ord (RACE)	0.1	$424k	+17%	1.0k	408.37	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$420k	-4%	4.9k	86.61	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$419k	+220%	36k	11.55	View chart
BlackRock (BLK)	0.1	$417k	+19%	530.00	786.87	View chart
Wp Carey (WPC)	0.1	$416k	+10%	7.6k	55.06	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$413k		9.7k	42.59	View chart
Vanguard World Industrial Etf (VIS)	0.1	$412k	+96%	1.8k	235.22	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$411k	-26%	10k	40.46	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$408k	+60%	9.4k	43.56	View chart
Target Corporation (TGT)	0.1	$406k	+3%	2.7k	147.99	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$406k	NEW	5.9k	69.35	View chart
Ford Motor Company (F)	0.1	$400k	-2%	32k	12.54	View chart
Thermo Fisher Scientific (TMO)	0.1	$397k	+10%	717.00	553.70	View chart
McDonald's Corporation (MCD)	0.1	$396k	+5%	1.6k	254.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$390k		3.2k	123.82	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$388k	NEW	13k	30.85	View chart
Powershares Actively Managed Ultra Shrt Dur (GSY)	0.1	$388k	-15%	7.8k	49.90	View chart
Citigroup Com New (C)	0.1	$384k		6.1k	63.47	View chart
Honeywell International (HON)	0.1	$383k	+2%	1.8k	213.61	View chart
Applied Materials (AMAT)	0.1	$381k	+2%	1.6k	235.99	View chart
Sempra Energy (SRE)	0.1	$378k	+2%	5.0k	76.06	View chart
O'reilly Automotive (ORLY)	0.1	$377k		357.00	1056.06	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$375k	NEW	6.6k	57.21	View chart
Pool Corporation (POOL)	0.1	$375k	+2%	1.2k	307.31	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$374k	NEW	22k	17.36	View chart
Micron Technology (MU)	0.1	$371k	+13%	2.8k	131.51	View chart
Intuit (INTU)	0.1	$369k		562.00	657.23	View chart
Motorola Solutions Com New (MSI)	0.1	$369k		956.00	385.91	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.1	$367k	NEW	4.5k	80.88	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$362k		42k	8.65	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$360k	-34%	6.8k	52.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$360k		3.6k	100.39	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$359k		4.1k	88.27	View chart
Dex (DXCM)	0.1	$358k	+7%	3.2k	113.38	View chart
Caterpillar (CAT)	0.1	$351k	+2%	1.1k	333.43	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$351k		3.2k	108.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$350k		4.6k	76.69	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$350k	+46%	6.2k	56.88	View chart
Immersion Corporation (IMMR)	0.0	$349k	-12%	37k	9.41	View chart
American Express Company (AXP)	0.0	$347k		1.5k	231.45	View chart
Lockheed Martin Corporation (LMT)	0.0	$346k		740.00	467.17	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$345k		3.6k	96.14	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$344k	NEW	3.2k	107.13	View chart
Coinbase Global Com Cl A (COIN)	0.0	$341k		1.5k	222.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$338k		1.1k	314.16	View chart
Arm Holdings Sponsored Ads Call Option (ARM)	0.0	$335k	NEW	2.1k	163.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$330k		1.1k	308.81	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$328k	-16%	11k	28.70	View chart
Stryker Corporation (SYK)	0.0	$327k		961.00	340.37	View chart
Hyatt Hotels Corp Com Cl A (H)	0.0	$326k		2.1k	151.86	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$323k	+3%	6.5k	49.52	View chart
Automatic Data Processing (ADP)	0.0	$323k		1.4k	238.69	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$320k		6.5k	49.10	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$316k	NEW	1.3k	246.63	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$313k		5.1k	62.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$313k	+6%	7.1k	43.76	View chart
Waste Management (WM)	0.0	$307k		1.4k	213.66	View chart
Freeport-mcmoran CL B (FCX)	0.0	$305k	+11%	6.3k	48.59	View chart
Cigna Corp (CI)	0.0	$302k		913.00	330.62	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.0	$302k		5.2k	57.91	View chart
Vanguard World Financials Etf (VFH)	0.0	$299k	NEW	3.0k	99.89	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$297k	-4%	6.5k	45.41	View chart
The Trade Desk Com Cl A (TTD)	0.0	$292k	-41%	3.0k	97.67	View chart
Global X Fds Rate Preferred (PFFV)	0.0	$291k		12k	23.65	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$290k		3.0k	96.98	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$287k	NEW	1.4k	203.05	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$282k		13k	21.57	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$279k	NEW	6.6k	42.55	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.0	$276k	NEW	5.2k	53.10	View chart
Comcast Corp Cl A (CMCSA)	0.0	$275k	+12%	7.0k	39.15	View chart
Ameriprise Financial (AMP)	0.0	$273k	+17%	639.00	427.46	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$269k		4.9k	55.04	View chart
Harley-Davidson (HOG)	0.0	$268k		8.0k	33.54	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.0	$266k		6.5k	40.79	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$262k		5.5k	47.34	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$261k	NEW	6.8k	38.41	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$259k	NEW	3.4k	75.15	View chart
LKQ Corporation (LKQ)	0.0	$258k		6.2k	41.59	View chart
Booking Holdings (BKNG)	0.0	$258k		65.00	3963.49	View chart
Altria (MO)	0.0	$257k	+22%	5.7k	45.55	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$256k		2.2k	115.56	View chart
AutoZone (AZO)	0.0	$255k	-2%	86.00	2964.09	View chart
Prologis (PLD)	0.0	$253k	+21%	2.3k	112.28	View chart
FedEx Corporation (FDX)	0.0	$253k	-17%	842.00	300.01	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$250k	+13%	963.00	259.13	View chart
PG&E Corporation (PCG)	0.0	$248k	+2%	14k	17.46	View chart
Phillips 66 (PSX)	0.0	$248k	-20%	1.8k	141.22	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$247k	-17%	5.4k	45.71	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$247k		15k	16.22	View chart
Occidental Petroleum Corporation (OXY)	0.0	$245k	-7%	3.9k	63.02	View chart
United Parcel Service CL B (UPS)	0.0	$245k	+2%	1.8k	136.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$244k	-8%	7.7k	31.55	View chart
Edison International (EIX)	0.0	$240k		3.3k	71.83	View chart
Abbott Laboratories (ABT)	0.0	$239k		2.3k	103.86	View chart
Charles Schwab Corporation (SCHW)	0.0	$237k	-2%	3.2k	73.69	View chart
AFLAC Incorporated (AFL)	0.0	$235k		2.6k	89.31	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$235k	NEW	2.5k	95.53	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$235k	+37%	16k	14.91	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.0	$234k	NEW	6.9k	34.14	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$234k		6.0k	39.27	View chart
Mongodb Cl A Call Option (MDB)	0.0	$233k	+57%	932.00	249.96	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$232k	NEW	4.7k	49.70	View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ)	0.0	$231k		10k	22.46	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$230k	-33%	4.3k	53.03	View chart
Iron Mountain (IRM)	0.0	$228k		2.5k	89.61	View chart
Nextera Energy (NEE)	0.0	$227k		3.2k	70.84	View chart
Emerson Electric (EMR)	0.0	$226k	NEW	2.0k	110.20	View chart
Paychex (PAYX)	0.0	$225k		1.9k	118.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$223k		750.00	297.54	View chart
Federal Signal Corporation (FSS)	0.0	$223k		2.7k	83.67	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$219k		11k	19.68	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$216k	NEW	1.6k	137.44	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$214k	+3%	5.3k	40.23	View chart
General Motors Company (GM)	0.0	$212k	-3%	4.6k	46.46	View chart
Xpo Logistics Inc equity (XPO)	0.0	$211k	+5%	2.0k	106.15	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$211k	-31%	449.00	468.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$209k		3.5k	60.08	View chart
Texas Instruments Incorporated (TXN)	0.0	$207k	NEW	1.1k	194.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$205k		2.4k	83.71	View chart
Block Cl A (SQ)	0.0	$205k	-3%	3.2k	64.49	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$204k		13k	16.31	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$203k		4.0k	50.52	View chart
Enterprise Products Partners (EPD)	0.0	$202k	NEW	7.0k	28.98	View chart
Coty Com Cl A (COTY)	0.0	$185k		19k	10.02	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$158k		13k	12.35	View chart
PennyMac Mortgage Investment Trust (PMT)	0.0	$155k		11k	13.75	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$127k		11k	11.53	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$126k	-28%	11k	11.64	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$112k		18k	6.37	View chart
Rithm Capital Corp Com New (RITM)	0.0	$111k	NEW	10k	10.91	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$96k	-7%	11k	8.45	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$94k		22k	4.31	View chart
Evgo Cl A Com (EVGO)	0.0	$61k		25k	2.45	View chart
Applied Therapeutics (APLT)	0.0	$54k		12k	4.67	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$37k	+74%	24k	1.51	View chart
Ocugen (OCGN)	0.0	$23k		15k	1.55	View chart
Tellurian (TELL)	0.0	$7.1k		10k	0.69	View chart

Past Filings by Perennial Investment Advisors

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

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
Perennial Investment Advisors 2021 Q2 filed July 29, 2021
Perennial Investment Advisors 2021 Q1 filed April 29, 2021
Perennial Investment Advisors 2020 Q4 filed Jan. 22, 2021
Perennial Investment Advisors 2020 Q3 filed Oct. 26, 2020
Perennial Investment Advisors 2020 Q2 filed July 16, 2020

View all past filings

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