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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 SPYV, SPYG, AAPL, FVD, OMFL, and represent 24.02% of Perennial Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: QUS, NTSX, BIL, SPTL, SPGP, JEPQ, RSP, OMFL, AAPL, JPST.
Started 11 new stock positions in USFR, IWV, FLOT, UCON, EPD, CVS, TFLO, TLT, SMCI, FLTR. RIG.
Reduced shares in these 10 stocks: FTCS, SHYG, QYLD, FVD, SPYG, SPYV, , SPTM, , DIS.
Sold out of its positions in BAX, MUC, FTA, QYLD, Ideanomics, RPV, GOVT, NEE, ON, RIV. SQ, 22nd Centy, VDC, AMBA.
Perennial Investment Advisors was a net buyer of stock by $8.2M.
Perennial Investment Advisors has $554M in assets under management (AUM), dropping by -2.20%.
Central Index Key (CIK): 0001801523

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Portfolio Holdings for Perennial Investment Advisors

Perennial Investment Advisors holds 327 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	7.0	$39M		943k	41.26	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	5.8	$32M		540k	59.28	View chart
Apple (AAPL)	5.4	$30M	+2%	175k	171.21	View chart
First Tr Value Line Divid In SHS (FVD)	3.0	$17M	-5%	443k	37.39	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	2.8	$16M	+4%	338k	45.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.2	$12M	-27%	168k	73.63	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	2.2	$12M	+13%	133k	91.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$11M		49k	212.40	View chart
NVIDIA Corporation (NVDA)	1.8	$10M	+2%	23k	435.04	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.7	$9.6M	+72%	274k	34.96	View chart
Microsoft Corporation (MSFT)	1.6	$9.0M	+2%	29k	315.79	View chart
Amazon (AMZN)	1.5	$8.6M		67k	127.12	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.4	$7.6M	-4%	145k	52.49	View chart
Select Sector Spdr Tr Energy (XLE)	1.4	$7.5M		83k	90.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$7.0M	+4%	16k	427.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.2	$6.8M		94k	72.37	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.2	$6.5M		89k	73.27	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	1.1	$6.3M	+345%	53k	120.68	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	1.1	$5.9M	-2%	175k	33.48	View chart
Vanguard World Fds Inf Tech Etf (VGT)	1.0	$5.4M		13k	414.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$5.2M	+4%	12k	429.44	View chart
Owl Rock Capital Corporation (OBDC)	0.9	$4.9M		352k	13.85	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.9	$4.8M	-2%	152k	31.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$4.8M		14k	350.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$4.7M	+6%	13k	358.29	View chart
Tesla Motors Call Option (TSLA)	0.8	$4.7M	-4%	19k	250.22	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.8	$4.6M	-2%	66k	69.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$4.5M	+2%	17k	272.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$4.5M		91k	49.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$4.4M	+23%	31k	141.69	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$4.2M	+5%	54k	78.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$4.1M	+4%	30k	137.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$4.1M		15k	265.98	View chart
Two Rds Shared Tr Leadershares Dy (DYLD)	0.7	$4.0M		183k	21.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$3.8M	-3%	36k	104.99	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$3.6M	+10%	45k	80.59	View chart
Two Rds Shared Tr Leadershares Eqt (SQEW)	0.6	$3.5M		123k	28.70	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$3.5M		30k	115.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$3.3M	+5%	66k	49.53	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.6	$3.2M	-2%	115k	27.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$3.1M		103k	30.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.1M		24k	130.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$3.1M	-5%	33k	93.91	View chart
Cornerstone Strategic Value (CLM)	0.5	$3.0M	+5%	368k	8.05	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$2.9M		106k	27.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$2.8M	+106%	31k	91.82	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.5	$2.8M		355k	7.99	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.5	$2.8M		43k	64.85	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.5	$2.8M		56k	49.70	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$2.7M	+27%	54k	50.18	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$2.6M	+125%	100k	26.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.6M	+2%	10k	249.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.5M		19k	131.85	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$2.5M		67k	36.90	View chart
Coca-Cola Company (KO)	0.4	$2.4M		43k	55.98	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.4	$2.4M	-3%	30k	80.77	View chart
Two Rds Shared Tr Leadershs Activi (ACTV)	0.4	$2.3M		75k	30.51	View chart
Chevron Corporation (CVX)	0.4	$2.3M		14k	168.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.3M		24k	94.33	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	+8%	7.3k	300.21	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.4	$2.2M	+9%	54k	40.27	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$2.1M	-3%	64k	33.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$2.1M		67k	31.01	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.4	$2.0M		5.8k	345.00	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$1.9M		80k	24.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.9M	+5%	44k	43.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.9M		12k	155.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.9M		4.7k	392.67	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$1.8M	+7%	18k	101.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.7M	-8%	14k	128.82	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.3	$1.7M		83k	20.80	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.7M	+173%	37k	46.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.7M		24k	69.78	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.7M		10k	164.06	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$1.6M	-3%	43k	38.65	View chart
Pepsi (PEP)	0.3	$1.6M		9.7k	169.44	View chart
Advanced Micro Devices Call Option (AMD)	0.3	$1.6M	+5%	16k	102.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.6M	-14%	12k	131.80	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.5M		10k	145.04	View chart
Walt Disney Company (DIS)	0.3	$1.4M	-19%	18k	81.04	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$1.4M		32k	43.79	View chart
Costco Wholesale Corporation (COST)	0.3	$1.4M	-6%	2.5k	565.18	View chart
Broadcom Call Option (AVGO)	0.2	$1.4M		1.6k	830.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.4M		20k	69.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.4M	-8%	7.9k	171.45	View chart
UnitedHealth (UNH)	0.2	$1.3M		2.7k	504.20	View chart
Visa Com Cl A (V)	0.2	$1.3M		5.8k	230.05	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.3M	-4%	18k	72.38	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$1.3M		27k	48.35	View chart
Fs Kkr Capital Corp (FSK)	0.2	$1.3M	+5%	67k	19.69	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.3M	-14%	27k	47.24	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$1.3M		41k	31.45	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$1.3M	+4%	8.5k	147.92	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.3M	+47%	3.2k	396.06	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$1.2M		29k	41.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.2M		13k	91.36	View chart
Home Depot (HD)	0.2	$1.2M		3.9k	302.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.1M	-18%	19k	58.79	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$1.1M		22k	50.26	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$1.1M		20k	53.02	View chart
Adobe Systems Incorporated Call Option (ADBE)	0.2	$1.0M	+21%	2.0k	509.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.0M	-2%	11k	94.04	View chart
Cisco Systems (CSCO)	0.2	$1.0M	+3%	19k	53.76	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$987k	-11%	21k	47.59	View chart
Johnson & Johnson (JNJ)	0.2	$953k		6.1k	155.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$946k	+6%	14k	68.92	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$938k	-17%	22k	43.71	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$933k	-23%	28k	33.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$923k		5.8k	159.47	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$916k	+63%	16k	58.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$912k	+4%	4.4k	208.23	View chart
Exxon Mobil Corporation (XOM)	0.2	$905k		7.7k	117.59	View chart
Procter & Gamble Company (PG)	0.2	$893k		6.1k	145.89	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$886k		15k	59.43	View chart
Global X Fds Conscious Cos (KRMA)	0.2	$876k	+3%	29k	29.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$845k	+5%	4.8k	176.78	View chart
Realty Income (O)	0.2	$844k		17k	49.94	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$831k	+3%	28k	30.03	View chart
Palo Alto Networks (PANW)	0.1	$830k	+3%	3.5k	234.44	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$826k	+21%	52k	16.03	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$814k	+21%	24k	33.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$809k		13k	64.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$801k		5.3k	151.82	View chart
Wal-Mart Stores (WMT)	0.1	$796k	+2%	5.0k	159.92	View chart
Intercontinental Exchange (ICE)	0.1	$789k		7.2k	110.02	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$776k	-2%	16k	50.04	View chart
Amgen (AMGN)	0.1	$768k		2.9k	269.11	View chart
salesforce (CRM)	0.1	$758k	-9%	3.7k	202.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$755k		8.0k	94.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$752k	+19%	11k	68.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$744k		28k	26.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$733k		3.4k	214.20	View chart
Shopify Cl A (SHOP)	0.1	$717k		13k	54.57	View chart
Essential Properties Realty reit (EPRT)	0.1	$711k		33k	21.63	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$710k	-2%	11k	63.49	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$707k	-12%	15k	45.95	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$673k	+17%	12k	58.58	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.1	$668k	+2%	14k	47.24	View chart
Bank of America Corporation (BAC)	0.1	$659k		24k	27.15	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$658k	+13%	17k	39.96	View chart
Mitek Sys Com New (MITK)	0.1	$650k		61k	10.72	View chart
Merck & Co (MRK)	0.1	$640k		6.2k	102.97	View chart
International Business Machines (IBM)	0.1	$634k	+5%	4.5k	140.32	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$634k	+5%	31k	20.34	View chart
Sofi Technologies (SOFI)	0.1	$632k	+2%	79k	7.99	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$632k	+5%	13k	50.45	View chart
Nxp Semiconductors N V (NXPI)	0.1	$629k	-10%	3.1k	199.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$626k		8.2k	75.99	View chart
Starbucks Corporation (SBUX)	0.1	$622k		6.8k	91.26	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$621k	-17%	7.0k	88.80	View chart
Boeing Company (BA)	0.1	$621k		3.2k	191.66	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$608k	-4%	7.0k	86.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$607k	-3%	8.1k	74.62	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$603k		55k	10.95	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$602k	-4%	16k	38.89	View chart
Asml Holding N V N Y Registry Shs Call Option (ASML)	0.1	$600k	+42%	1.0k	588.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$592k	+3%	3.1k	189.07	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$587k	-4%	6.7k	87.91	View chart
Lam Research Corporation (LRCX)	0.1	$586k	-2%	935.00	626.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$579k	-4%	5.5k	104.36	View chart
Abbvie (ABBV)	0.1	$569k	+10%	3.8k	149.05	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$568k		16k	35.07	View chart
Verizon Communications (VZ)	0.1	$566k	+4%	18k	32.41	View chart
Danaher Corporation (DHR)	0.1	$559k		2.3k	248.06	View chart
Intuitive Surgical Com New (ISRG)	0.1	$556k	-2%	1.9k	292.29	View chart
Netflix (NFLX)	0.1	$547k	-12%	1.4k	377.60	View chart
Intel Corporation (INTC)	0.1	$539k		15k	35.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$533k	+30%	11k	48.93	View chart
Oracle Corporation (ORCL)	0.1	$531k	-11%	5.0k	105.92	View chart
At&t (T)	0.1	$518k		35k	15.02	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$517k	-9%	17k	30.28	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$516k	-8%	10k	51.78	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$514k		19k	27.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$509k		3.3k	153.84	View chart
ConocoPhillips (COP)	0.1	$508k		4.2k	119.81	View chart
Eli Lilly & Co. (LLY)	0.1	$501k		933.00	537.41	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$492k		3.1k	159.61	View chart
Wells Fargo & Company (WFC)	0.1	$485k	+2%	12k	40.86	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$484k	+399%	15k	31.82	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$473k		9.4k	50.37	View chart
Lowe's Companies (LOW)	0.1	$472k		2.3k	207.80	View chart
Jd.com Spon Adr Cl A Call Option (JD)	0.1	$463k	+58%	16k	29.13	View chart
Union Pacific Corporation (UNP)	0.1	$463k		2.3k	203.59	View chart
Pioneer Natural Resources (PXD)	0.1	$461k	-4%	2.0k	229.62	View chart
3M Company (MMM)	0.1	$451k	+16%	4.8k	93.61	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$445k		11k	39.66	View chart
Paypal Holdings (PYPL)	0.1	$440k	+4%	7.5k	58.46	View chart
Pool Corporation (POOL)	0.1	$431k	-2%	1.2k	355.75	View chart
TJX Companies (TJX)	0.1	$429k	+6%	4.8k	88.87	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$428k		5.6k	76.57	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$413k	-24%	4.8k	86.30	View chart
Pfizer (PFE)	0.1	$411k	-5%	12k	33.17	View chart
McDonald's Corporation (MCD)	0.1	$410k	+2%	1.6k	263.43	View chart
Ares Capital Corporation (ARCC)	0.1	$409k	+9%	21k	19.47	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$406k	-80%	9.9k	41.02	View chart
Honeywell International (HON)	0.1	$400k	+2%	2.2k	184.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$397k		2.8k	139.74	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$394k		7.1k	55.18	View chart
Kla Corp Com New (KLAC)	0.1	$382k		833.00	458.66	View chart
Analog Devices (ADI)	0.1	$380k	+2%	2.2k	175.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$380k	+2%	5.1k	75.17	View chart
Occidental Petroleum Corporation (OXY)	0.1	$380k	+21%	5.8k	64.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$378k	-16%	4.5k	84.23	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$374k	NEW	15k	25.29	View chart
United Parcel Service CL B (UPS)	0.1	$373k	-3%	2.4k	155.91	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$368k	+18%	9.3k	39.73	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$368k	-10%	4.7k	78.56	View chart
Qualcomm (QCOM)	0.1	$367k		3.3k	111.04	View chart
Comcast Corp Cl A (CMCSA)	0.1	$362k		8.2k	44.33	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$359k	NEW	7.1k	50.31	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$358k	-6%	16k	22.97	View chart
Caterpillar (CAT)	0.1	$355k		1.3k	272.71	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$351k	-12%	44k	7.91	View chart
Sempra Energy (SRE)	0.1	$349k	+59%	5.1k	68.03	View chart
Aercap Holdings Nv SHS (AER)	0.1	$349k	-2%	5.6k	62.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$347k	+2%	4.6k	75.84	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$344k		9.8k	34.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$344k		3.2k	107.15	View chart
General Electric Com New (GE)	0.1	$341k	+6%	3.1k	110.55	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$341k	-3%	7.7k	44.23	View chart
Lockheed Martin Corporation (LMT)	0.1	$340k		831.00	408.82	View chart
Draftkings Com Cl A (DKNG)	0.1	$339k	-2%	12k	29.44	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$336k	+10%	2.0k	167.40	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.1	$331k		14k	24.42	View chart
O'reilly Automotive (ORLY)	0.1	$330k	+4%	363.00	908.86	View chart
Coty Com Cl A (COTY)	0.1	$329k	+71%	30k	10.97	View chart
Microchip Technology (MCHP)	0.1	$328k		4.2k	78.05	View chart
Automatic Data Processing (ADP)	0.1	$325k	+8%	1.4k	240.58	View chart
Uber Technologies (UBER)	0.1	$324k	-7%	7.1k	45.99	View chart
Nike CL B (NKE)	0.1	$322k		3.4k	95.64	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$322k	+2%	7.7k	42.02	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$318k		3.6k	88.57	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$314k	NEW	6.2k	50.74	View chart
Wp Carey (WPC)	0.1	$314k	+40%	5.8k	54.08	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$311k	+7%	7.9k	39.23	View chart
Mongodb Cl A (MDB)	0.1	$308k		890.00	345.86	View chart
Bristol Myers Squibb (BMY)	0.1	$307k		5.3k	58.05	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$307k	-16%	4.4k	69.13	View chart
Immersion Corporation (IMMR)	0.1	$301k	-4%	46k	6.61	View chart
BlackRock (BLK)	0.1	$300k		462.00	648.38	View chart
Ferrari Nv Ord (RACE)	0.1	$298k	+24%	1.0k	295.54	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$295k	-17%	7.1k	41.77	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$293k	-16%	6.4k	45.74	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$293k		6.0k	48.81	View chart
Cadence Design Systems Call Option (CDNS)	0.1	$292k	-3%	1.2k	234.30	View chart
C3 Ai Cl A Call Option (AI)	0.1	$291k	+10%	11k	25.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$291k		3.2k	91.58	View chart
Intuit (INTU)	0.1	$290k		568.00	510.94	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$290k		2.9k	98.89	View chart
Dex (DXCM)	0.1	$284k	-6%	3.0k	93.30	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$278k	+4%	3.4k	81.40	View chart
FedEx Corporation (FDX)	0.0	$276k	-3%	1.0k	264.61	View chart
Cigna Corp (CI)	0.0	$276k		963.00	286.07	View chart
Phillips 66 (PSX)	0.0	$272k	-18%	2.3k	120.19	View chart
Motorola Solutions Com New (MSI)	0.0	$271k		995.00	272.36	View chart
Thermo Fisher Scientific (TMO)	0.0	$268k	-27%	529.00	506.70	View chart
Harley-Davidson (HOG)	0.0	$265k		8.0k	33.06	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$264k	-3%	6.4k	41.35	View chart
LKQ Corporation (LKQ)	0.0	$263k		5.3k	49.51	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$262k		5.5k	47.89	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$262k	NEW	1.1k	244.95	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$262k	-3%	8.7k	30.15	View chart
Central Valley Community Ban	0.0	$256k		18k	14.11	View chart
Stryker Corporation (SYK)	0.0	$255k	+3%	933.00	273.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$246k	NEW	2.8k	88.69	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$245k	-7%	3.7k	66.74	View chart
Ford Motor Company (F)	0.0	$244k		20k	12.42	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$244k		1.1k	227.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$243k		2.2k	113.16	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$242k		11k	22.42	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$240k	NEW	4.7k	50.88	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$240k		3.0k	81.11	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$240k	-5%	8.2k	29.33	View chart
Target Corporation (TGT)	0.0	$239k	-2%	2.2k	110.61	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.0	$236k	-11%	2.4k	96.80	View chart
Northrop Grumman Corporation (NOC)	0.0	$235k		534.00	439.54	View chart
Palantir Technologies Cl A (PLTR)	0.0	$235k	-20%	15k	16.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$233k		3.2k	71.97	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$231k		4.9k	47.32	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$230k		4.2k	54.84	View chart
Altria (MO)	0.0	$229k	+7%	5.4k	42.04	View chart
Citigroup Com New (C)	0.0	$229k	+15%	5.6k	41.14	View chart
Hyatt Hotels Corp Com Cl A (H)	0.0	$227k		2.1k	106.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$226k	-6%	3.0k	75.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$226k	+3%	5.8k	39.21	View chart
Abbott Laboratories (ABT)	0.0	$225k	+4%	2.3k	96.86	View chart
Applied Materials (AMAT)	0.0	$222k		1.6k	138.46	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$221k		2.5k	89.99	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$220k	NEW	9.2k	23.90	View chart
American Express Company (AXP)	0.0	$219k	-3%	1.5k	149.23	View chart
Paychex (PAYX)	0.0	$219k		1.9k	115.33	View chart
PennyMac Mortgage Investment Trust (PMT)	0.0	$216k		17k	12.40	View chart
Texas Instruments Incorporated (TXN)	0.0	$214k	+5%	1.3k	159.16	View chart
Waste Management (WM)	0.0	$214k	+4%	1.4k	152.45	View chart
Freeport-mcmoran CL B (FCX)	0.0	$211k	-2%	5.7k	37.29	View chart
Edison International (EIX)	0.0	$210k		3.3k	63.30	View chart
Calamos (CCD)	0.0	$210k		11k	18.64	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$209k	-2%	15k	14.03	View chart
AutoZone (AZO)	0.0	$208k		82.00	2540.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$208k		6.1k	34.02	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$208k		2.2k	93.89	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$207k	-18%	8.8k	23.47	View chart
Novartis Sponsored Adr (NVS)	0.0	$205k		2.0k	101.86	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$204k		2.2k	93.20	View chart
Gilead Sciences (GILD)	0.0	$203k		2.7k	74.93	View chart
Cleveland-cliffs (CLF)	0.0	$202k	-9%	13k	15.63	View chart
CVS Caremark Corporation (CVS)	0.0	$202k	NEW	2.9k	69.84	View chart
Enterprise Products Partners (EPD)	0.0	$201k	NEW	7.4k	27.37	View chart
PG&E Corporation (PCG)	0.0	$201k		13k	16.13	View chart
Super Micro Computer (SMCI)	0.0	$200k	NEW	730.00	274.22	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$191k		13k	15.31	View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ)	0.0	$184k		10k	17.89	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$176k		33k	5.42	View chart
Carnival Corp Common Stock Call Option (CCL)	0.0	$160k	-23%	12k	13.72	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$158k		15k	10.54	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$133k		13k	10.43	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$121k		13k	9.65	View chart
Transocean Reg Shs (RIG)	0.0	$119k	NEW	15k	8.21	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$119k	-8%	11k	10.86	View chart
Nio Spon Ads Put Option (NIO)	0.0	$112k	-43%	12k	9.04	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$90k	-36%	12k	7.37	View chart
Evgo Cl A Com (EVGO)	0.0	$85k	-28%	25k	3.38	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$83k		21k	3.92	View chart
Iqiyi Sponsored Ads (IQ)	0.0	$71k	-14%	15k	4.74	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$58k	-12%	12k	4.90	View chart
Applied Therapeutics (APLT)	0.0	$29k		12k	2.49	View chart
Ocugen (OCGN)	0.0	$6.0k		15k	0.40	View chart

Past Filings by Perennial Investment Advisors

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

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
Perennial Investment Advisors 2020 Q1 filed April 29, 2020
Perennial Investment Advisors 2019 Q4 filed Feb. 7, 2020

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