Perennial Investment Advisors

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

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Positions held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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

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