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 |
|---|---|
CIBRFIRST TR EXCHANGE TRADED FD | $252K |
PSCPRINCIPAL EXCHANGE TRADED FD | $251K |
DHRDANAHER CORPORATION | $251K |
VNQVANGUARD INDEX FDS | $249K |
NOWSERVICENOW INC | $248K |
SPYDSPDR SERIES TRUST | $247K |
FYTFIRST TR EXCHANGE-TRADED ALP | $246K |
EOGEOG RES INC | $245K |
VCSHVANGUARD SCOTTSDALE FDS | $243K |
DFAXDIMENSIONAL ETF TRUST | $241K |
A4SAMERIPRISE FINL INC | $239K |
LCTUBLACKROCK ETF TRUST | $239K |
FWONALIBERTY MEDIA CORP DEL | $238K |
CLOIVANECK ETF TRUST | $236K |
SESEA LTD | $234K |
UPSTUPSTART HLDGS INC | $233K |
IMMRIMMERSION CORP | $232K |
TRPTC ENERGY CORP | $231K |
XLGINVESCO EXCHANGE TRADED FD T | $231K |
IYFISHARES TR | $230K |
MDYGSPDR SERIES TRUST | $230K |
XTISHARES TR | $230K |
HELOJ P MORGAN EXCHANGE TRADED F | $229K |
ETENERGY TRANSFER L P | $229K |
SPHYSPDR SERIES TRUST | $228K |
BMYBRISTOL-MYERS SQUIBB CO | $228K |
LYVLIVE NATION ENTERTAINMENT IN | $227K |
FCXFREEPORT-MCMORAN INC | $227K |
SUSAISHARES TR | $226K |
DEDEERE & CO | $225K |
DFASDIMENSIONAL ETF TRUST | $225K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $224K |
SPGIS&P GLOBAL INC | $224K |
WECWEC ENERGY GROUP INC | $224K |
PSXPHILLIPS 66 | $224K |
HOGHARLEY DAVIDSON INC | $223K |
AMTAMERICAN TOWER CORP NEW | $223K |
GTLBGITLAB INC | $222K |
PULSPGIM ETF TR | $221K |
GSYINVESCO ACTIVELY MANAGED EXC | $221K |
OPPRIVERNORTH DOUBLELINE STRATE | $220K |
VONVVANGUARD SCOTTSDALE FDS | $220K |
KIESPDR SERIES TRUST | $219K |
CALFPACER FDS TR | $219K |
XELXCEL ENERGY INC | $217K |
MEARISHARES U S ETF TR | $216K |
NDAQNASDAQ INC | $214K |
IWXISHARES TR | $212K |
NVONOVO-NORDISK A S | $211K |
VVVANGUARD INDEX FDS | $211K |
FDXFEDEX CORP | $210K |
XYZBLOCK INC | $209K |
CVSCVS HEALTH CORP | $208K |
HIIHUNTINGTON INGALLS INDS INC | $207K |
VFHVANGUARD WORLD FD | $207K |
WMBWILLIAMS COS INC | $207K |
GXOGXO LOGISTICS INCORPORATED | $206K |
MDTMEDTRONIC PLC | $206K |
CMCSACOMCAST CORP NEW | $204K |
USBUS BANCORP DEL | $203K |
GSKGSK PLC | $202K |
BBUSJ P MORGAN EXCHANGE TRADED F | $200K |
BCSFBAIN CAP SPECIALTY FIN INC | $178K |
RITMRITHM CAPITAL CORP | $128K |
FSCOFS CREDIT OPPORTUNITIES CORP | $123K |
VKQINVESCO MUNICIPAL TRUST | $107K |
ONDSONDAS HLDGS INC | $104K |
MVFBLACKROCK MUNIVEST FD INC | $103K |
ABATAMERICAN BATTERY TECHNOLOGY | $65K |
CELUCELULARITY INC | $28K |
OCGNOCUGEN INC | $24K |
ZOOZZOOZ PWR LTD | $21K |
DEFIDEFI TECHNOLOGIES INC | $21K |
LXRXLEXICON PHARMACEUTICALS INC | $15K |
APLTAPPLIED THERAPEUTICS INC | $7K |
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