Perennial Investment Advisors, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$1.0B
Holdings
451
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (451 positions)
| Stock | Value |
|---|---|
BCATBLACKROCK CAP ALLOCATION TER | $812K |
EFVISHARES TR | $808K |
SPEMSPDR INDEX SHS FDS | $783K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $773K |
ABBVABBVIE INC | $768K |
TLTWISHARES TR | $766K |
AXONAXON ENTERPRISE INC | $760K |
CGSDCAPITAL GRP FIXED INCM ETF T | $741K |
FDLFIRST TR EXCHANGE-TRADED FD | $735K |
UBERUBER TECHNOLOGIES INC | $731K |
SBUXSTARBUCKS CORP | $728K |
NBISNEBIUS GROUP N.V. | $719K |
QFLRINNOVATOR ETFS TRUST | $704K |
XEVMXEATON VANCE CALIF MUN BD FD | $704K |
ADBEADOBE INC | $703K |
IWBISHARES TR | $698K |
ICEINTERCONTINENTAL EXCHANGE IN | $694K |
AXPAMERICAN EXPRESS CO | $689K |
DKNGDRAFTKINGS INC NEW | $687K |
IWSISHARES TR | $685K |
SPIBSPDR SERIES TRUST | $676K |
URAGLOBAL X FDS | $669K |
QCOMQUALCOMM INC | $667K |
VCITVANGUARD SCOTTSDALE FDS | $663K |
DHRDANAHER CORPORATION | $661K |
CATCATERPILLAR INC | $660K |
DWDMORGAN STANLEY | $657K |
RTXRTX CORPORATION | $655K |
MEARISHARES U S ETF TR | $654K |
TXNTEXAS INSTRS INC | $650K |
MMM3M CO | $646K |
AERAERCAP HOLDINGS NV | $644K |
PRFINVESCO EXCHANGE TRADED FD T | $642K |
XYLDGLOBAL X FDS | $639K |
DONSPDR DOW JONES INDL AVERAGE | $637K |
NXPINXP SEMICONDUCTORS N V | $636K |
DSIISHARES TR | $626K |
PYPLPAYPAL HLDGS INC | $618K |
TJXTJX COS INC NEW | $618K |
GSGOLDMAN SACHS GROUP INC | $611K |
BXBLACKSTONE INC | $600K |
TMOTHERMO FISHER SCIENTIFIC INC | $593K |
BLKBLACKROCK INC | $590K |
VRTXVERTEX PHARMACEUTICALS INC | $589K |
ORLYOREILLY AUTOMOTIVE INC | $587K |
COINCOINBASE GLOBAL INC | $585K |
QQMGINVESCO EXCH TRADED FD TR II | $584K |
XHBSPDR SERIES TRUST | $579K |
LRCXLAM RESEARCH CORP | $577K |
XLBSELECT SECTOR SPDR TR | $565K |
RACEFERRARI N V | $557K |
PFEPFIZER INC | $549K |
CGCBCAPITAL GRP FIXED INCM ETF T | $548K |
CGCVCAPITAL GROUP CONSERVATIVE E | $534K |
ILCVISHARES TR | $533K |
MLB1MERCADOLIBRE INC | $531K |
GMGENERAL MTRS CO | $521K |
SPMBSPDR SERIES TRUST | $521K |
INTUINTUIT | $512K |
KKRKKR & CO INC | $498K |
HONHONEYWELL INTL INC | $489K |
LOWLOWES COS INC | $484K |
SMCISUPER MICRO COMPUTER INC | $480K |
TRVCCITIGROUP INC | $476K |
MCDMCDONALDS CORP | $474K |
ARCCARES CAPITAL CORP | $464K |
ITOTISHARES TR | $457K |
SITMSITIME CORP | $457K |
ABTABBOTT LABS | $450K |
ADPAUTOMATIC DATA PROCESSING IN | $450K |
BABAALIBABA GROUP HLDG LTD | $444K |
ARMARM HOLDINGS PLC | $439K |
SYKSTRYKER CORPORATION | $435K |
GSLCGOLDMAN SACHS ETF TR | $433K |
FCALFIRST TR EXCH TRADED FD III | $428K |
MITKMITEK SYS INC | $425K |
SPOTSPOTIFY TECHNOLOGY S A | $424K |
BILSSPDR SERIES TRUST | $423K |
ADSKAUTODESK INC | $421K |
MDYVSPDR SERIES TRUST | $421K |
LNGCHENIERE ENERGY INC | $420K |
FLTRVANECK ETF TRUST | $420K |
WDAYWORKDAY INC | $418K |
4I1PHILIP MORRIS INTL INC | $417K |
ANETARISTA NETWORKS INC | $414K |
CMFISHARES TR | $414K |
LMTLOCKHEED MARTIN CORP | $408K |
MUMICRON TECHNOLOGY INC | $408K |
EFGISHARES TR | $400K |
MOALTRIA GROUP INC | $400K |
HDVISHARES TR | $396K |
BKNGBOOKING HOLDINGS INC | $394K |
INTCINTEL CORP | $393K |
MDYGSPDR SERIES TRUST | $391K |
GCORGOLDMAN SACHS ETF TR | $391K |
SRESEMPRA | $389K |
SRLNSSGA ACTIVE ETF TR | $388K |
UNPUNION PAC CORP | $384K |
BSVVANGUARD BD INDEX FDS | $383K |
POOLPOOL CORP | $382K |