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 |
|---|---|
WFCWELLS FARGO CO NEW | $858K |
OREALTY INCOME CORP | $858K |
VBKVANGUARD INDEX FDS | $851K |
UBERUBER TECHNOLOGIES INC | $843K |
VBRVANGUARD INDEX FDS | $827K |
URAGLOBAL X FDS | $826K |
ICSHISHARES TR | $824K |
CATCATERPILLAR INC | $821K |
SPEMSPDR INDEX SHS FDS | $820K |
EPRTESSENTIAL PPTYS RLTY TR INC | $819K |
SPTISPDR SERIES TRUST | $813K |
BCATBLACKROCK CAP ALLOCATION TER | $811K |
BLKBLACKROCK INC | $810K |
ADIANALOG DEVICES INC | $803K |
TLTWISHARES TR | $797K |
QQMGINVESCO EXCH TRADED FD TR II | $793K |
NLRVANECK ETF TRUST | $779K |
TMOTHERMO FISHER SCIENTIFIC INC | $775K |
XEVMXEATON VANCE CALIF MUN BD FD | $749K |
RTXRTX CORPORATION | $746K |
IWBISHARES TR | $744K |
ORLYOREILLY AUTOMOTIVE INC | $744K |
BXBLACKSTONE INC | $737K |
PGPROCTER AND GAMBLE CO | $731K |
TJXTJX COS INC NEW | $727K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $726K |
XLBSELECT SECTOR SPDR TR | $716K |
STPZPIMCO ETF TR | $715K |
AXPAMERICAN EXPRESS CO | $708K |
FDLFIRST TR EXCHANGE-TRADED FD | $696K |
QCOMQUALCOMM INC | $691K |
SITMSITIME CORP | $688K |
PRFINVESCO EXCHANGE TRADED FD T | $687K |
DWDMORGAN STANLEY | $685K |
MUMICRON TECHNOLOGY INC | $680K |
DSIISHARES TR | $674K |
AERAERCAP HOLDINGS NV | $666K |
AXONAXON ENTERPRISE INC | $659K |
SPIBSPDR SERIES TRUST | $658K |
IWSISHARES TR | $657K |
NXPINXP SEMICONDUCTORS N V | $655K |
SBUXSTARBUCKS CORP | $651K |
EFVISHARES TR | $649K |
DONSPDR DOW JONES INDL AVERAGE | $645K |
VCITVANGUARD SCOTTSDALE FDS | $638K |
CDNSCADENCE DESIGN SYSTEM INC | $636K |
ELVELEVANCE HEALTH INC FORMERLY | $631K |
LRCXLAM RESEARCH CORP | $622K |
RACEFERRARI N V | $611K |
BABAALIBABA GROUP HLDG LTD | $610K |
XLUSELECT SECTOR SPDR TR | $608K |
CGCBCAPITAL GRP FIXED INCM ETF T | $606K |
XYLDGLOBAL X FDS | $600K |
ICEINTERCONTINENTAL EXCHANGE IN | $599K |
DKNGDRAFTKINGS INC NEW | $599K |
ADBEADOBE INC | $592K |
GMGENERAL MTRS CO | $581K |
FTECFIDELITY COVINGTON TRUST | $580K |
ILCVISHARES TR | $561K |
MMM3M CO | $561K |
LOWLOWES COS INC | $556K |
CGCVCAPITAL GROUP CONSERVATIVE E | $550K |
TXNTEXAS INSTRS INC | $538K |
PYPLPAYPAL HLDGS INC | $534K |
INTCINTEL CORP | $533K |
ULSTSSGA ACTIVE ETF TR | $528K |
OKLOOKLO INC | $522K |
MCDMCDONALDS CORP | $509K |
XHBSPDR SERIES TRUST | $505K |
KKRKKR & CO INC | $501K |
SPEUSPDR INDEX SHS FDS | $499K |
SRESEMPRA | $499K |
VRTXVERTEX PHARMACEUTICALS INC | $495K |
TRVCCITIGROUP INC | $491K |
DFAIDIMENSIONAL ETF TRUST | $475K |
MLB1MERCADOLIBRE INC | $465K |
LNGCHENIERE ENERGY INC | $463K |
MOALTRIA GROUP INC | $460K |
SPMBSPDR SERIES TRUST | $456K |
GSLCGOLDMAN SACHS ETF TR | $452K |
ABTABBOTT LABS | $445K |
LMTLOCKHEED MARTIN CORP | $442K |
PFEPFIZER INC | $433K |
GCORGOLDMAN SACHS ETF TR | $430K |
ADPAUTOMATIC DATA PROCESSING IN | $425K |
BILSSPDR SERIES TRUST | $424K |
HONHONEYWELL INTL INC | $421K |
MGKVANGUARD WORLD FD | $419K |
ARCCARES CAPITAL CORP | $415K |
HDVISHARES TR | $414K |
6RJ0ROCKET LAB CORP | $411K |
UNPUNION PAC CORP | $409K |
PLDPROLOGIS INC. | $405K |
CWSADVISORSHARES TR | $405K |
SYKSTRYKER CORPORATION | $405K |
POOLPOOL CORP | $403K |
MNSTMONSTER BEVERAGE CORP NEW | $396K |
SPOTSPOTIFY TECHNOLOGY S A | $395K |
RIOTRIOT PLATFORMS INC | $395K |
LVLNSPDR SERIES TRUST | $395K |