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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, SPYG, SPHQ, QUS, SPYV, and represent 21.23% of Perennial Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: QUS (+$6.0M), EMBX (+$5.5M), IWY (+$5.0M), BAI, NFLX, XLK, SPYV, RDVY, CEG, NTSX.
Started 38 new stock positions in HLT, EXC, AstraZeneca, REGN, CAH, SIL, SYSB, PNC, ARTY, GRNB.
Reduced shares in these 10 stocks: TSLA (-$9.3M), IYW, TLT, NEAR, NVDA, SPGP, SPYG, CLIP, CVX, UCON.
Sold out of its positions in AMP, ARM, EVM, FTEC, FYT, GBTC, HOG, MEAR, BBUS, FWONK. PPG, CALF, STPZ, MDYG, SRLN, SE, XYZ, SMCI, UPST, VCSH, VONV, WMB.
Perennial Investment Advisors was a net buyer of stock by $44M.
Perennial Investment Advisors has $1.3B in assets under management (AUM), dropping by 4.55%.
Central Index Key (CIK): 0001801523

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Portfolio Holdings for Perennial Investment Advisors

Perennial Investment Advisors holds 491 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.9	$63M	-3%	335k	186.50	View chart
Spdr Series Trust State Street Spd (SPYG)	4.2	$53M	-2%	500k	106.70	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	4.2	$53M		706k	75.05	View chart
Spdr Series Trust State Street Spd (QUS)	4.1	$52M	+13%	298k	174.18	View chart
Spdr Series Trust State Street Spd (SPYV)	3.8	$48M	+6%	852k	56.81	View chart
Tesla Motors (TSLA)	3.6	$45M	-17%	100k	449.72	View chart
Apple (AAPL)	3.5	$45M		164k	271.86	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.0	$39M	+15%	139k	277.10	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.4	$31M	+6%	446k	69.47	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$23M		384k	60.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$20M	+6%	30k	681.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.6	$20M	-16%	101k	199.83	View chart
Amazon (AMZN)	1.3	$17M		73k	230.82	View chart
Microsoft Corporation (MSFT)	1.3	$17M		34k	483.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$13M	-3%	39k	335.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$13M	+2%	20k	614.37	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$12M		146k	80.23	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$12M	+59%	345k	33.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$11M		23k	487.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$11M	-2%	180k	60.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$11M	+3%	54k	198.72	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$11M	+14%	157k	67.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$10M		14k	754.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$10M	+4%	30k	343.25	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.8	$9.8M	-10%	98k	100.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$9.6M	-5%	19k	502.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$9.4M		49k	190.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$9.3M		14k	684.94	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.7	$8.8M	+22%	161k	54.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$8.7M	+2%	28k	313.05	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$8.5M	-17%	75k	113.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$8.2M	+12%	26k	313.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$8.1M	-24%	94k	87.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$7.9M	+17%	31k	250.53	View chart
Broadcom (AVGO)	0.6	$7.5M	+9%	22k	346.10	View chart
Meta Platforms Cl A (META)	0.6	$7.4M	+5%	11k	660.37	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.6	$7.0M	+21%	170k	41.48	View chart
Palantir Technologies Cl A (PLTR)	0.6	$7.0M		40k	177.74	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$6.5M	+128%	45k	143.97	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.5	$6.4M	+23%	174k	36.86	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$6.3M	+15%	142k	44.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$6.1M	+5%	98k	62.47	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$6.0M	+26%	138k	43.64	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$5.9M	-3%	42k	139.15	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$5.7M	+33%	80k	71.72	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$5.6M		144k	38.57	View chart
Vaneck Fds Emerging Markets (EMBX)	0.4	$5.5M	NEW	109k	50.65	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$5.5M		86k	64.42	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$5.4M	+25%	155k	34.65	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$5.2M	-9%	34k	155.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$5.2M	-4%	64k	81.17	View chart
Owl Rock Capital Corporation (OBDC)	0.4	$5.2M	-2%	417k	12.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$5.1M	-2%	50k	102.49	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$5.1M		101k	50.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$4.9M		54k	91.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$4.8M		42k	114.51	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$4.6M	+19%	114k	40.23	View chart
Netflix (NFLX)	0.4	$4.6M	+909%	49k	93.76	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$4.5M	-3%	54k	82.51	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$4.2M	-7%	68k	61.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.1M	+17%	71k	58.12	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.3	$3.9M	+10%	159k	24.82	View chart
Cornerstone Strategic Value (CLM)	0.3	$3.9M	+2%	466k	8.36	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$3.9M	-3%	82k	46.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$3.8M	-13%	32k	120.17	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.3	$3.8M	+2%	475k	8.01	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$3.8M	+27%	160k	23.62	View chart
Costco Wholesale Corporation (COST)	0.3	$3.7M	+5%	4.3k	862.72	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.3	$3.7M	+28%	70k	52.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.6M	+74%	37k	96.03	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$3.6M	+39%	129k	27.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.5M		7.5k	473.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$3.5M	+2%	70k	50.01	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$3.4M	+2%	53k	64.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.4M	+2%	5.5k	627.39	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$3.3M		36k	92.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$3.3M		96k	34.26	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$3.3M	+56%	144k	22.64	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$3.3M		56k	57.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.2M	-5%	49k	66.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$3.2M	+11%	31k	102.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.2M		11k	290.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$3.2M		112k	28.24	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.0M	+5%	9.4k	322.23	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.0M	+15%	10k	303.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.0M	+11%	7.5k	396.31	View chart
Visa Com Cl A (V)	0.2	$2.9M	+5%	8.3k	350.75	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$2.9M	+24%	31k	92.80	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$2.9M	-4%	32k	90.96	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.9M	-5%	41k	69.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.9M	+22%	37k	77.02	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$2.8M		30k	94.20	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.2	$2.8M	+16%	57k	48.68	View chart
Capital Group New Geography SHS (CGNG)	0.2	$2.7M	+26%	85k	31.93	View chart
Enovix Corp (ENVX)	0.2	$2.7M	+2%	368k	7.31	View chart
Sofi Technologies Call Option (SOFI)	0.2	$2.6M	-11%	99k	26.18	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$2.5M	+10%	81k	31.10	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$2.4M	+2%	45k	54.77	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$2.4M	+38%	16k	154.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.4M		54k	44.41	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.4M		16k	149.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.3M		11k	219.78	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$2.3M	-2%	61k	36.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.2M	-2%	44k	50.59	View chart
Chevron Corporation (CVX)	0.2	$2.2M	-27%	15k	152.40	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$2.1M	+52%	76k	28.06	View chart
Micron Technology Call Option (MU)	0.2	$2.1M	+82%	7.4k	285.41	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$2.1M	-26%	18k	117.74	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$2.1M	-11%	13k	160.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$2.1M	-6%	19k	110.21	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$2.1M	+16%	29k	72.01	View chart
Eli Lilly & Co. (LLY)	0.2	$2.0M	+3%	1.9k	1075.25	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.0M		23k	85.37	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$2.0M		109k	18.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.0M	+9%	20k	100.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.0M	-3%	16k	123.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.9M	-15%	4.1k	468.79	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$1.9M	+3%	28k	68.50	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$1.9M	-2%	35k	55.58	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M	+4%	17k	111.42	View chart
Constellation Energy (CEG)	0.1	$1.9M	NEW	5.3k	353.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.9M	+7%	21k	89.46	View chart
Oracle Corporation (ORCL)	0.1	$1.9M		9.5k	194.91	View chart
Coca-Cola Company (KO)	0.1	$1.8M	+6%	26k	69.91	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.8M	-10%	39k	46.08	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$1.8M	+3%	32k	55.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.8M	-4%	6.9k	258.02	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.8M	+19%	35k	50.94	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	-3%	9.6k	184.20	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$1.8M	+4%	40k	43.91	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M		8.0k	214.16	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.7M		21k	80.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.7M	+11%	8.0k	212.08	View chart
Walt Disney Company (DIS)	0.1	$1.6M	-3%	14k	113.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.6M	-9%	6.6k	246.24	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.6M	-2%	12k	136.93	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.6M	+23%	13k	119.32	View chart
International Business Machines (IBM)	0.1	$1.6M	+2%	5.4k	296.22	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M	+7%	13k	120.35	View chart
Ge Aerospace Com New (GE)	0.1	$1.6M	+3%	5.0k	308.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.5M	+10%	7.3k	210.30	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.5M		21k	72.69	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.5M	+106%	33k	44.71	View chart
salesforce (CRM)	0.1	$1.5M		5.6k	264.81	View chart
Pepsi (PEP)	0.1	$1.5M		10k	143.52	View chart
Spdr Series Trust State Street Spd (EFIV)	0.1	$1.5M	+4%	22k	66.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.5M	+7%	4.1k	360.16	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.5M	+103%	12k	119.42	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$1.4M	-8%	21k	67.64	View chart
Bank of America Corporation (BAC)	0.1	$1.4M	+2%	26k	55.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.4M		2.5k	566.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.4M	-11%	30k	47.80	View chart
Ge Vernova (GEV)	0.1	$1.4M		2.1k	653.62	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$1.4M	+57%	54k	26.01	View chart
UnitedHealth (UNH)	0.1	$1.4M	-8%	4.2k	330.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.4M	-15%	8.2k	167.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M		2.4k	571.07	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$1.4M	+18%	54k	25.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.3M	+4%	30k	44.17	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.3M	+2%	14k	94.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.3M		14k	94.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.3M	+35%	23k	57.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M		18k	74.07	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.3M	+2%	26k	49.99	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.3M	-4%	14k	95.10	View chart
Kla Corp Com New Call Option (KLAC)	0.1	$1.3M		1.1k	1215.08	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.3M	-9%	12k	103.55	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$1.3M	+31%	55k	23.19	View chart
Cisco Systems (CSCO)	0.1	$1.2M	+3%	16k	77.03	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	+5%	5.9k	207.01	View chart
Nebius Group Shs Class A (NBIS)	0.1	$1.2M	+18%	15k	83.71	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$1.2M	+28%	36k	34.28	View chart
Home Depot (HD)	0.1	$1.2M		3.5k	344.21	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$1.2M	NEW	13k	89.79	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.2M	-11%	83k	14.18	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.2M	-2%	44k	26.47	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$1.2M	+43%	28k	42.38	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$1.2M	-41%	46k	25.17	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.1M	-7%	26k	42.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M	-2%	23k	49.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.1M		28k	39.59	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	+15%	12k	93.20	View chart
Caterpillar (CAT)	0.1	$1.1M	+11%	1.9k	573.19	View chart
Amgen (AMGN)	0.1	$1.1M	+6%	3.3k	327.42	View chart
Global X Fds Conscious Cos (KRMA)	0.1	$1.1M	-8%	25k	43.42	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$1.1M	+48%	8.6k	124.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.1M	+6%	11k	99.88	View chart
Verizon Communications (VZ)	0.1	$1.0M		25k	40.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.0M	-11%	5.3k	191.61	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M	+27%	5.9k	171.18	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.0M	-35%	945.00	1070.08	View chart
Abbvie (ABBV)	0.1	$989k	+3%	4.3k	228.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$985k	-30%	10k	96.28	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$970k		3.6k	269.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$958k	-13%	9.3k	102.55	View chart
Blackrock Capital Allocation Trust (BCAT)	0.1	$952k	+22%	67k	14.16	View chart
Thermo Fisher Scientific (TMO)	0.1	$940k		1.6k	579.58	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$935k	+54%	35k	26.52	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$933k	-8%	16k	57.58	View chart
Boeing Company (BA)	0.1	$930k	+2%	4.3k	217.04	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$909k	+10%	18k	50.58	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$900k	-5%	9.5k	95.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$880k	-14%	12k	71.42	View chart
Draftkings Com Cl A (DKNG)	0.1	$870k	+57%	25k	34.46	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$870k	-9%	22k	40.25	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$858k	-7%	11k	79.85	View chart
Goldman Sachs (GS)	0.1	$856k	-12%	973.00	880.16	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$850k	-5%	18k	46.54	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$850k	+19%	80k	10.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$843k	-9%	37k	23.03	View chart
At&t (T)	0.1	$841k		34k	24.84	View chart
Strategy Cl A New Call Option (MSTR)	0.1	$839k	+5%	5.5k	151.95	View chart
Aercap Holdings Nv SHS (AER)	0.1	$831k	+5%	5.8k	143.73	View chart
Analog Devices (ADI)	0.1	$827k	-6%	3.0k	271.36	View chart
American Express Company (AXP)	0.1	$821k	+4%	2.2k	370.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$820k		4.5k	183.41	View chart
Global X Fds Global X Uranium (URA)	0.1	$819k	+10%	19k	42.73	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$818k	+145%	56k	14.54	View chart
Essential Properties Realty reit (EPRT)	0.1	$812k		27k	29.66	View chart
General Motors Company Call Option (GM)	0.1	$805k	+3%	9.9k	81.32	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$792k	-21%	7.0k	113.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$786k	-4%	17k	46.81	View chart
TJX Companies (TJX)	0.1	$779k		5.1k	153.61	View chart
Uber Technologies (UBER)	0.1	$779k	+10%	9.5k	81.71	View chart
Realty Income (O)	0.1	$773k	-2%	14k	56.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$746k		2.0k	373.47	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$736k	+103%	16k	45.35	View chart
Blackrock (BLK)	0.1	$731k		683.00	1070.84	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$731k	-5%	32k	22.67	View chart
Qualcomm (QCOM)	0.1	$730k	+2%	4.3k	171.06	View chart
Exelon Corporation (EXC)	0.1	$727k	NEW	17k	43.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$713k		15k	46.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$711k	-17%	2.4k	302.18	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$711k	NEW	6.7k	105.69	View chart
Morgan Stanley Com New (MS)	0.1	$702k	-8%	4.0k	177.46	View chart
Anthem (ELV)	0.1	$682k		1.9k	350.51	View chart
Starbucks Corporation (SBUX)	0.1	$681k	+5%	8.1k	84.20	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$679k	-4%	15k	44.34	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$676k		4.4k	154.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$663k	+4%	7.9k	83.75	View chart
Procter & Gamble Company (PG)	0.1	$663k	-2%	4.6k	143.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$657k	-21%	3.1k	211.89	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$649k	-2%	1.4k	480.43	View chart
O'reilly Automotive (ORLY)	0.1	$641k		7.0k	91.21	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$640k	-7%	5.0k	128.82	View chart
Intel Corporation (INTC)	0.1	$638k	+8%	17k	36.90	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$636k	-80%	12k	51.11	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.0	$634k	NEW	13k	50.46	View chart
Nxp Semiconductors N V (NXPI)	0.0	$632k		2.9k	217.00	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$630k	+111%	15k	42.69	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.0	$630k	+20%	12k	52.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$630k	-5%	4.5k	141.05	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$626k	-8%	8.8k	71.40	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$626k	-22%	22k	28.84	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$616k	+7%	1.4k	453.02	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$613k		15k	40.63	View chart
Fs Kkr Capital Corp (FSK)	0.0	$611k	-30%	41k	14.81	View chart
3M Company (MMM)	0.0	$602k	+4%	3.8k	160.06	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$595k	+45%	6.9k	85.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$575k	+91%	6.4k	89.43	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$574k	-2%	6.1k	94.36	View chart
Citigroup Com New (C)	0.0	$571k		4.9k	116.72	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.0	$565k	+7%	14k	40.51	View chart
Adobe Systems Incorporated (ADBE)	0.0	$562k	-4%	1.6k	349.77	View chart
McDonald's Corporation (MCD)	0.0	$561k	+9%	1.8k	305.61	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$554k	-15%	16k	33.81	View chart
Main Street Capital Corporation (MAIN)	0.0	$549k	NEW	9.1k	60.39	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.0	$547k	+34%	8.0k	68.73	View chart
Western Digital (WDC)	0.0	$545k	+5%	3.2k	172.33	View chart
Texas Instruments Incorporated (TXN)	0.0	$539k	+6%	3.1k	173.34	View chart
Cadence Design Systems (CDNS)	0.0	$536k	-5%	1.7k	312.58	View chart
Ferrari Nv Ord (RACE)	0.0	$534k	+14%	1.4k	369.56	View chart
Kkr & Co (KKR)	0.0	$530k	+7%	4.2k	127.48	View chart
Axon Enterprise (AXON)	0.0	$525k		925.00	567.93	View chart
Pfizer (PFE)	0.0	$519k	+22%	21k	24.90	View chart
Lowe's Companies (LOW)	0.0	$516k	-3%	2.1k	241.17	View chart
Prologis (PLD)	0.0	$515k	+14%	4.0k	127.64	View chart
Sitime Corp Call Option (SITM)	0.0	$515k	-36%	1.5k	353.19	View chart
Rocket Lab Corp (RKLB)	0.0	$511k	-14%	7.3k	69.76	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$500k	+45%	2.7k	186.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$498k		13k	38.11	View chart
Sempra Energy (SRE)	0.0	$497k		5.6k	88.30	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$495k		3.4k	146.61	View chart
Merck & Co (MRK)	0.0	$491k	+18%	4.7k	105.24	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$483k	-13%	16k	30.49	View chart
Altria (MO)	0.0	$480k	+19%	8.3k	57.66	View chart
Paypal Holdings (PYPL)	0.0	$477k	+2%	8.2k	58.40	View chart
Monster Beverage Corp (MNST)	0.0	$471k	+4%	6.1k	76.67	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$458k		3.5k	132.37	View chart
Applovin Corp Com Cl A (APP)	0.0	$456k	+33%	676.00	673.82	View chart
Philip Morris International (PM)	0.0	$455k	+21%	2.8k	160.48	View chart
Newmont Mining Corporation (NEM)	0.0	$453k	NEW	4.5k	99.87	View chart
Novartis Sponsored Adr (NVS)	0.0	$444k	+5%	3.2k	137.83	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.0	$440k	+2%	11k	41.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$439k	+13%	8.7k	50.58	View chart
Global X Fds Global X Silver (SIL)	0.0	$435k	NEW	5.2k	83.52	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$431k		1.0k	412.67	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$427k	+48%	34k	12.58	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$425k	+2%	1.5k	275.44	View chart
Spdr Series Trust State Street Spd (BILS)	0.0	$423k		4.3k	99.23	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$422k	+19%	7.4k	56.62	View chart
Union Pacific Corporation (UNP)	0.0	$419k	+4%	1.8k	231.40	View chart
ConocoPhillips (COP)	0.0	$417k	+7%	4.5k	93.60	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$417k	+6%	2.7k	153.05	View chart
Lockheed Martin Corporation (LMT)	0.0	$416k	-2%	861.00	483.40	View chart
Honeywell International (HON)	0.0	$415k	+6%	2.1k	195.06	View chart
Mitek Sys Com New (MITK)	0.0	$414k		39k	10.55	View chart
MercadoLibre (MELI)	0.0	$413k	+3%	205.00	2014.26	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$407k		3.4k	121.61	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$407k	+14%	6.2k	65.48	View chart
Abbott Laboratories (ABT)	0.0	$404k	-2%	3.2k	125.26	View chart
Ares Capital Corporation (ARCC)	0.0	$400k	-2%	20k	20.23	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$399k		5.0k	79.68	View chart
Kraneshares Trust Artificial Intel (AGIX)	0.0	$396k	NEW	11k	36.30	View chart
Intercontinental Exchange (ICE)	0.0	$391k	-32%	2.4k	161.97	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.0	$390k	NEW	16k	24.33	View chart
Avery Dennison Corporation (AVY)	0.0	$386k		2.1k	181.88	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$383k	+57%	8.9k	43.26	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$383k	+37%	4.9k	77.67	View chart
Ford Motor Company (F)	0.0	$380k	-3%	29k	13.12	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.0	$379k	+71%	7.6k	50.25	View chart
Nextera Energy (NEE)	0.0	$377k	+7%	4.7k	80.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$377k	+3%	6.9k	54.71	View chart
Autodesk (ADSK)	0.0	$375k	+3%	1.3k	296.01	View chart
Waste Management (WM)	0.0	$375k	+6%	1.7k	219.72	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$375k		1.8k	205.60	View chart
Automatic Data Processing (ADP)	0.0	$374k		1.5k	257.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$374k		4.7k	78.81	View chart
Amphenol Corp Cl A (APH)	0.0	$373k	+16%	2.8k	135.16	View chart
Stryker Corporation (SYK)	0.0	$373k	-3%	1.1k	351.26	View chart
Charles Schwab Corporation (SCHW)	0.0	$371k	+11%	3.7k	99.91	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$370k		7.5k	49.31	View chart
Booking Holdings (BKNG)	0.0	$370k	+2%	69.00	5361.07	View chart
Applied Materials (AMAT)	0.0	$367k	+7%	1.4k	257.00	View chart
Xpo Logistics Inc equity (XPO)	0.0	$365k		2.7k	135.91	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$361k		3.0k	118.61	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$360k	-8%	14k	25.48	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$359k		6.9k	52.04	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$357k		923.00	387.03	View chart
Cheniere Energy Com New (LNG)	0.0	$353k	-7%	1.8k	194.40	View chart
FedEx Corporation (FDX)	0.0	$352k	+36%	1.2k	288.59	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$352k	-12%	5.4k	64.81	View chart
Novo-nordisk A S Adr (NVO)	0.0	$351k	+80%	6.9k	50.88	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$345k		3.3k	104.07	View chart
Wp Carey (WPC)	0.0	$343k		5.3k	64.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$342k	-7%	2.3k	148.69	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$339k	+12%	27k	12.66	View chart
Gilead Sciences (GILD)	0.0	$338k	+8%	2.8k	122.73	View chart
Paychex (PAYX)	0.0	$337k	+23%	3.0k	112.18	View chart
Parker-Hannifin Corporation (PH)	0.0	$337k		383.00	879.54	View chart
Intuit (INTU)	0.0	$334k	+9%	503.00	663.13	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$334k	-10%	3.3k	101.67	View chart
Danaher Corporation (DHR)	0.0	$332k	+14%	1.4k	229.10	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$328k		11k	30.54	View chart
Sterling Construction Company (STRL)	0.0	$327k	+22%	1.1k	306.23	View chart
Hyatt Hotels Corp Com Cl A (H)	0.0	$327k		2.0k	160.39	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$326k	+2%	21k	15.30	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$323k	-31%	3.1k	102.96	View chart
Capital One Financial (COF)	0.0	$320k	+9%	1.3k	242.38	View chart
Huntington Ingalls Inds (HII)	0.0	$317k	+29%	931.00	340.07	View chart
Snowflake Com Shs (SNOW)	0.0	$316k	+3%	1.4k	219.30	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$315k	+9%	25k	12.88	View chart
Spotify Technology S A SHS (SPOT)	0.0	$314k	-4%	541.00	580.71	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$314k	+10%	5.9k	52.77	View chart
Freeport-mcmoran CL B (FCX)	0.0	$314k	+6%	6.2k	50.79	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$313k	+6%	6.3k	49.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$309k	NEW	2.2k	143.53	View chart
Duke Energy Corp Com New (DUK)	0.0	$309k	+18%	2.6k	117.17	View chart
Microchip Technology (MCHP)	0.0	$305k		4.8k	63.73	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$304k	-5%	6.5k	46.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$303k	-2%	1.4k	214.78	View chart
Ishares Msci Israel Etf (EIS)	0.0	$303k		2.8k	110.02	View chart
Comfort Systems USA Call Option (FIX)	0.0	$302k	NEW	324.00	933.29	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$302k	-11%	12k	25.75	View chart
AFLAC Incorporated (AFL)	0.0	$300k		2.7k	110.27	View chart
Oklo Com Cl A (OKLO)	0.0	$299k	-10%	4.2k	71.76	View chart
Pool Corporation (POOL)	0.0	$299k		1.3k	228.85	View chart
United Rentals (URI)	0.0	$298k	+2%	368.00	809.33	View chart
Northrop Grumman Corporation (NOC)	0.0	$298k	NEW	522.00	570.23	View chart
Eaton Corp SHS (ETN)	0.0	$295k	+6%	927.00	318.67	View chart
McKesson Corporation (MCK)	0.0	$295k	+4%	360.00	818.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$292k	+5%	5.4k	53.76	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.0	$291k		4.2k	68.45	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$290k	+22%	4.1k	71.45	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$288k	+22%	5.4k	52.80	View chart
Servicenow (NOW)	0.0	$287k	+593%	1.9k	153.19	View chart
Vanguard World Industrial Etf (VIS)	0.0	$286k		959.00	298.32	View chart
Lpl Financial Holdings (LPLA)	0.0	$285k		797.00	357.46	View chart
Federal Signal Corporation (FSS)	0.0	$283k	-2%	2.6k	108.59	View chart
Workday Cl A (WDAY)	0.0	$283k	-4%	1.3k	214.62	View chart
GSK Sponsored Adr (GSK)	0.0	$280k	+21%	5.7k	49.04	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$280k	+27%	5.6k	49.59	View chart
Linde SHS (LIN)	0.0	$279k	+12%	655.00	426.51	View chart
Us Bancorp Del Com New (USB)	0.0	$278k	+24%	5.2k	53.36	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$278k	NEW	361.00	769.75	View chart
Deckers Outdoor Corporation (DECK)	0.0	$278k		2.7k	103.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$277k		2.0k	141.14	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$274k	-40%	12k	22.42	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$272k	-3%	1.1k	258.63	View chart
Bristol Myers Squibb (BMY)	0.0	$271k		5.0k	53.94	View chart
Tc Energy Corp (TRP)	0.0	$271k	+16%	4.9k	55.01	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.0	$269k		9.8k	27.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$266k	-17%	2.8k	96.16	View chart
Arista Networks Com Shs (ANET)	0.0	$265k	-19%	2.0k	131.03	View chart
Howmet Aerospace (HWM)	0.0	$264k		1.3k	205.03	View chart
Riot Blockchain (RIOT)	0.0	$263k		21k	12.67	View chart
Celestica Call Option (CLS)	0.0	$262k	NEW	887.00	295.61	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$261k	-24%	2.4k	107.12	View chart
Deere & Company (DE)	0.0	$259k	+13%	557.00	465.38	View chart
Hologic (HOLX)	0.0	$259k	-10%	3.5k	74.47	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$259k	-11%	2.0k	130.08	View chart
Emerson Electric (EMR)	0.0	$258k		1.9k	132.77	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$258k	NEW	7.1k	36.20	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$255k	-9%	10k	24.94	View chart
Cigna Corp (CI)	0.0	$254k	+2%	924.00	275.10	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.0	$254k		4.4k	57.73	View chart
Ecolab (ECL)	0.0	$253k	+4%	964.00	262.55	View chart
S&p Global (SPGI)	0.0	$251k	+4%	479.00	523.05	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.0	$250k	+2%	3.4k	74.09	View chart
EOG Resources (EOG)	0.0	$250k	+8%	2.4k	104.98	View chart
Iron Mountain (IRM)	0.0	$248k	+3%	3.0k	82.96	View chart
Medtronic SHS (MDT)	0.0	$247k	+18%	2.6k	96.05	View chart
Lennar Corp Cl A (LEN)	0.0	$243k	-19%	2.4k	102.81	View chart
PNC Financial Services (PNC)	0.0	$243k	NEW	1.2k	208.94	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$243k	-8%	2.9k	84.58	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$241k	NEW	898.00	268.30	View chart
Motorola Solutions Com New (MSI)	0.0	$240k	-2%	626.00	383.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$240k	-4%	7.3k	32.73	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$240k	-25%	4.0k	59.93	View chart
Welltower Inc Com reit (WELL)	0.0	$239k	NEW	1.3k	185.62	View chart
Xcel Energy (XEL)	0.0	$239k	+20%	3.2k	73.86	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$235k		3.5k	66.43	View chart
Nasdaq Omx (NDAQ)	0.0	$234k		2.4k	97.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$233k	-3%	2.6k	88.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$233k		1.7k	139.28	View chart
CVS Caremark Corporation (CVS)	0.0	$230k	+5%	2.9k	79.38	View chart
Ishares Tr Future Exponenti (XT)	0.0	$229k	+2%	3.3k	69.72	View chart
Symbotic Class A Com (SYM)	0.0	$229k	NEW	3.8k	59.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$229k		3.3k	69.68	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$223k	-6%	3.8k	59.28	View chart
Spdr Series Trust State Street Spd (KIE)	0.0	$223k		3.7k	60.15	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$222k		2.4k	91.86	View chart
Shell Spon Ads (SHEL)	0.0	$221k	NEW	3.0k	73.48	View chart
Target Corporation (TGT)	0.0	$221k	NEW	2.3k	97.73	View chart
Comcast Corp Cl A (CMCSA)	0.0	$220k	+13%	7.4k	29.89	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$220k		13k	16.49	View chart
Sentinelone Cl A (S)	0.0	$220k		15k	15.00	View chart
Phillips 66 (PSX)	0.0	$219k	+3%	1.7k	129.01	View chart
Wec Energy Group (WEC)	0.0	$219k	+6%	2.1k	105.46	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$217k	-3%	9.2k	23.66	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$216k	-7%	1.7k	128.93	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$213k	NEW	7.4k	28.82	View chart
Yum! Brands (YUM)	0.0	$213k	-21%	1.4k	151.13	View chart
Vanguard World Financials Etf (VFH)	0.0	$210k		1.6k	133.50	View chart
American Electric Power Company (AEP)	0.0	$210k	NEW	1.8k	115.27	View chart
Coinbase Global Com Cl A (COIN)	0.0	$210k	-4%	928.00	226.02	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$209k	NEW	2.5k	82.77	View chart
Live Nation Entertainment (LYV)	0.0	$207k	+4%	1.5k	142.50	View chart
AutoZone (AZO)	0.0	$207k	-3%	61.00	3391.54	View chart
Gitlab Class A Com (GTLB)	0.0	$207k	+11%	5.5k	37.53	View chart
Delta Air Lines Inc Del Com New Call Option (DAL)	0.0	$206k	NEW	3.0k	69.40	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$205k	NEW	1.3k	162.03	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.0	$205k		3.9k	52.64	View chart
Cardinal Health (CAH)	0.0	$204k	NEW	992.00	205.44	View chart
General Dynamics Corporation (GD)	0.0	$203k	NEW	604.00	336.48	View chart
Astrazeneca Sponsored Adr	0.0	$203k	NEW	2.2k	91.91	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$203k	NEW	3.2k	64.39	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$203k	NEW	4.4k	46.59	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$203k	NEW	4.2k	48.18	View chart
American Tower Reit (AMT)	0.0	$202k		1.2k	175.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$202k	-6%	642.00	314.59	View chart
Hilton Worldwide Holdings (HLT)	0.0	$202k	NEW	703.00	287.08	View chart
Immersion Corporation (IMMR)	0.0	$201k	-6%	30k	6.80	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$201k	-20%	1.7k	119.35	View chart
InterDigital Call Option (IDCC)	0.0	$201k	NEW	630.00	318.38	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$174k		13k	13.91	View chart
American Battery Technology Com New (ABAT)	0.0	$170k	+280%	51k	3.34	View chart
Ondas Hldgs Com New (ONDS)	0.0	$161k	+22%	17k	9.76	View chart
Rivernorth Doubleline Strate (OPP)	0.0	$126k	-38%	16k	7.95	View chart
Rithm Capital Corp Com New (RITM)	0.0	$126k	+2%	12k	10.90	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.0	$116k	NEW	16k	7.32	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$114k		18k	6.30	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.0	$107k		11k	9.65	View chart
BlackRock MuniVest Fund (MVF)	0.0	$105k		15k	6.93	View chart
Amcor Ord	0.0	$84k	NEW	10k	8.34	View chart
Ocugen (OCGN)	0.0	$20k		15k	1.35	View chart
Celularity Cl A New (CELU)	0.0	$15k		14k	1.11	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$13k		11k	1.15	View chart
Defi Technologies (DEFT)	0.0	$7.5k		10k	0.75	View chart
Zooz Strategy Share (ZOOZ)	0.0	$6.4k	+45%	15k	0.44	View chart
Applied Therapeutics	0.0	$1.2k		12k	0.10	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 Q4 filed Feb. 17, 2026
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

View all past filings

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