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 |
|---|---|
MGKVANGUARD WORLD FD | $381K |
VWOVANGUARD INTL EQUITY INDEX F | $379K |
SPABSPDR SERIES TRUST | $378K |
LVLNSPDR SERIES TRUST | $375K |
NVSNNOVARTIS AG | $371K |
WMWASTE MGMT INC DEL | $369K |
COPCONOCOPHILLIPS | $368K |
MNSTMONSTER BEVERAGE CORP NEW | $365K |
SPEUSPDR INDEX SHS FDS | $364K |
NOBLPROSHARES TR | $358K |
JAAAJANUS DETROIT STR TR | $357K |
PAYXPAYCHEX INC | $357K |
CSMPROSHARES TR | $356K |
GRIDFIRST TR EXCHANGE TRADED FD | $352K |
AJGGALLAGHER ARTHUR J & CO | $348K |
PLDPROLOGIS INC. | $348K |
MSTR 8 PERPMICROSTRATEGY INC | $346K |
ULSTSSGA ACTIVE ETF TR | $343K |
CLOIVANECK ETF TRUST | $342K |
XLUSELECT SECTOR SPDR TR | $342K |
RDIVINVESCO EXCH TRADED FD TR II | $339K |
SCHWSCHWAB CHARLES CORP | $337K |
WPCWP CAREY INC | $335K |
FEXFIRST TR EXCHANGE-TRADED ALP | $333K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $331K |
FTSMFIRST TR EXCHANGE-TRADED FD | $330K |
XPOXPO INC | $330K |
MRKMERCK & CO INC | $329K |
GILDGILEAD SCIENCES INC | $328K |
MCHPMICROCHIP TECHNOLOGY INC. | $326K |
CCLCARNIVAL CORP | $324K |
IWVISHARES TR | $323K |
FFORD MTR CO | $322K |
EEMISHARES TR | $322K |
GLINVANECK ETF TRUST | $322K |
BBAGJ P MORGAN EXCHANGE TRADED F | $321K |
6RJ0ROCKET LAB CORP | $318K |
SNOWSNOWFLAKE INC | $315K |
NVONOVO-NORDISK A S | $314K |
CITHE CIGNA GROUP | $313K |
LENLENNAR CORP | $310K |
SKYYFIRST TR EXCHANGE TRADED FD | $310K |
VTIPVANGUARD MALVERN FDS | $304K |
LPLALPL FINL HLDGS INC | $302K |
RYLDGLOBAL X FDS | $299K |
IEFISHARES TR | $299K |
VISVANGUARD WORLD FD | $296K |
VNQVANGUARD INDEX FDS | $295K |
IRMIRON MTN INC DEL | $294K |
UPSTUPSTART HLDGS INC | $294K |
VCSHVANGUARD SCOTTSDALE FDS | $293K |
XLFISELECT SECTOR SPDR TR | $291K |
GOFGUGGENHEIM STRATEGIC OPPORTU | $290K |
ETNEATON CORP PLC | $288K |
AFLAFLAC INC | $287K |
GSYINVESCO ACTIVELY MANAGED EXC | $284K |
FSSFEDERAL SIGNAL CORP | $284K |
CWSADVISORSHARES TR | $283K |
HHYATT HOTELS CORP | $283K |
DGRWWISDOMTREE TR | $280K |
IMMRIMMERSION CORP | $280K |
CMCSACOMCAST CORP NEW | $279K |
BINCBLACKROCK ETF TRUST II | $279K |
ICSHISHARES TR | $277K |
CIBRFIRST TR EXCHANGE TRADED FD | $277K |
BOTZGLOBAL X FDS | $277K |
DYHTARGET CORP | $276K |
BMTABRITISH AMERN TOB PLC | $274K |
TLHISHARES TR | $273K |
MSIMOTOROLA SOLUTIONS INC | $270K |
AMATAPPLIED MATLS INC | $270K |
AQLTISHARES TR | $266K |
YUMYUM BRANDS INC | $265K |
DECKDECKERS OUTDOOR CORP | $265K |
NEENEXTERA ENERGY INC | $263K |
SSENTINELONE INC | $261K |
NOWSERVICENOW INC | $260K |
BSXBOSTON SCIENTIFIC CORP | $260K |
SAPSAP SE | $259K |
EIS*ISHARES INC | $259K |
DEDEERE & CO | $257K |
COFCAPITAL ONE FINL CORP | $255K |
ETENERGY TRANSFER L P | $255K |
EOGEOG RES INC | $255K |
SPHYSPDR SERIES TRUST | $254K |
IEIISHARES TR | $254K |
FWONALIBERTY MEDIA CORP DEL | $254K |
OKLOOKLO INC | $253K |
DUKDUKE ENERGY CORP NEW | $252K |
GLTRABRDN PRECIOUS METALS BASKET | $252K |
ELVELEVANCE HEALTH INC | $251K |
VVVANGUARD INDEX FDS | $250K |
BUDANHEUSER BUSCH INBEV SA/NV | $250K |
FCXFREEPORT-MCMORAN INC | $249K |
FTSLFIRST TR EXCHANGE-TRADED FD | $247K |
ECLECOLAB INC | $247K |
URIUNITED RENTALS INC | $244K |
HWMHOWMET AEROSPACE INC | $244K |
NDAQNASDAQ INC | $243K |
BMYBRISTOL-MYERS SQUIBB CO | $243K |