Perennial Investment Advisors, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.2B
Holdings
475
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (475 positions)
| Stock | Value |
|---|---|
ESGUISHARES TR | $2.3M |
AVEMAMERICAN CENTY ETF TR | $2.3M |
VIGVANGUARD SPECIALIZED FUNDS | $2.3M |
LQDISHARES TR | $2.2M |
LVHILEGG MASON ETF INVT | $2.2M |
SHOPSHOPIFY INC | $2.2M |
CGCPCAPITAL GRP FIXED INCM ETF T | $2.1M |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $2.1M |
PANWPALO ALTO NETWORKS INC | $2.0M |
FVDFIRST TR EXCHANGE-TRADED FD | $2.0M |
IVWISHARES TR | $2.0M |
EFAISHARES TR | $2.0M |
UCONFIRST TR EXCHNG TRADED FD VI | $2.0M |
XFEBFIRST TR EXCH TRADED FD III | $2.0M |
PTLCPACER FDS TR | $1.9M |
VBVANGUARD INDEX FDS | $1.8M |
ISCVISHARES TR | $1.8M |
GLDMWORLD GOLD TR | $1.8M |
XSMOINVESCO EXCHANGE TRADED FD T | $1.8M |
SGOVISHARES TR | $1.8M |
IWMISHARES TR | $1.8M |
DISDISNEY WALT CO | $1.7M |
IWPISHARES TR | $1.7M |
ISCGISHARES TR | $1.7M |
EUSBISHARES TR | $1.7M |
AQLTISHARES TR | $1.7M |
WMTWALMART INC | $1.7M |
MIGASTRATEGY INC | $1.7M |
HYGISHARES TR | $1.7M |
KOCOCA COLA CO | $1.6M |
IUSGISHARES TR | $1.6M |
BCCCGLOBAL X FDS | $1.6M |
XLVSELECT SECTOR SPDR TR | $1.6M |
UNHUNITEDHEALTH GROUP INC | $1.6M |
IBITISHARES BITCOIN TRUST ETF | $1.5M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.5M |
PEPPEPSICO INC | $1.5M |
IVEISHARES TR | $1.5M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
GEGE AEROSPACE | $1.5M |
XLYSELECT SECTOR SPDR TR | $1.4M |
XLESELECT SECTOR SPDR TR | $1.4M |
IWRISHARES TR | $1.4M |
ASMLASML HOLDING N V | $1.4M |
HDHOME DEPOT INC | $1.4M |
EMXCISHARES INC | $1.4M |
BIZDVANECK ETF TRUST | $1.4M |
NBISNEBIUS GROUP N.V. | $1.4M |
XOMEXXON MOBIL CORP | $1.4M |
LLYELI LILLY & CO | $1.4M |
EFIVSPDR SERIES TRUST | $1.4M |
MAMASTERCARD INCORPORATED | $1.4M |
MOATVANECK ETF TRUST | $1.4M |
DBMFLITMAN GREGORY FDS TR | $1.4M |
CRMSALESFORCE INC | $1.4M |
IWDISHARES TR | $1.3M |
ESGDISHARES TR | $1.3M |
BNDVANGUARD BD INDEX FDS | $1.3M |
USMVISHARES TR | $1.3M |
KLMNINVESCO EXCH TRADED FD TR II | $1.3M |
BACBANK AMERICA CORP | $1.3M |
GEVGE VERNOVA INC | $1.3M |
AMDADVANCED MICRO DEVICES INC | $1.3M |
GSUSGOLDMAN SACHS ETF TR | $1.3M |
LMBSFIRST TR EXCHANGE-TRADED FD | $1.3M |
ESGEISHARES INC | $1.3M |
SMHVANECK ETF TRUST | $1.2M |
SPTLSPDR SERIES TRUST | $1.2M |
GSIEGOLDMAN SACHS ETF TR | $1.2M |
KRMAGLOBAL X FDS | $1.2M |
CGHMCAPITAL GRP FIXED INCM ETF T | $1.2M |
KLACKLA CORP | $1.1M |
ISRGINTUITIVE SURGICAL INC | $1.1M |
RSPINVESCO EXCHANGE TRADED FD T | $1.1M |
BACVERIZON COMMUNICATIONS INC | $1.1M |
DFACDIMENSIONAL ETF TRUST | $1.1M |
IUSVISHARES TR | $1.1M |
CSCOCISCO SYS INC | $1.1M |
SPLVINVESCO EXCH TRADED FD TR II | $1.1M |
JNJJOHNSON & JOHNSON | $1.0M |
SIVRABRDN SILVER ETF TRUST | $1.0M |
USXFISHARES TR | $1.0M |
FDNFIRST TR EXCHANGE-TRADED FD | $1.0M |
AGGISHARES TR | $997K |
ABBVABBVIE INC | $973K |
TAT&T INC | $970K |
CMFISHARES TR | $969K |
TOTLSSGA ACTIVE ETF TR | $967K |
FYXFIRST TR EXCHANGE-TRADED ALP | $967K |
PZAINVESCO EXCH TRADED FD TR II | $963K |
MBBISHARES TR | $957K |
AQLTISHARES TR | $935K |
QFLRINNOVATOR ETFS TRUST | $925K |
JHMLJOHN HANCOCK EXCHANGE TRADED | $914K |
BABOEING CO | $906K |
IUSBISHARES TR | $902K |
GSGOLDMAN SACHS GROUP INC | $888K |
FSKFS KKR CAP CORP | $886K |
CGSDCAPITAL GRP FIXED INCM ETF T | $882K |
AMGNAMGEN INC | $872K |