Perennial Investment Advisors, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$849.0M
Holdings
397
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (397 positions)
| Stock | Value |
|---|---|
JMSTJ P MORGAN EXCHANGE TRADED F | $1.5M |
EFAISHARES TR | $1.5M |
PEPPEPSICO INC | $1.5M |
XLCSELECT SECTOR SPDR TR | $1.5M |
GLINVANECK ETF TRUST | $1.4M |
IWMISHARES TR | $1.4M |
HDHOME DEPOT INC | $1.4M |
WMTWALMART INC | $1.4M |
LMBSFIRST TR EXCHANGE-TRADED FD | $1.4M |
FSKFS KKR CAP CORP | $1.4M |
CRMSALESFORCE INC | $1.4M |
UNHUNITEDHEALTH GROUP INC | $1.4M |
IAU*ISHARES GOLD TR | $1.3M |
IUSBISHARES TR | $1.3M |
IUSGISHARES TR | $1.3M |
LQDISHARES TR | $1.3M |
CGUSCAPITAL GROUP CORE EQUITY ET | $1.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.3M |
XLESELECT SECTOR SPDR TR | $1.3M |
SHOPSHOPIFY INC | $1.2M |
XFEBFIRST TR EXCH TRADED FD III | $1.2M |
SPABSPDR SER TR | $1.2M |
CRWDCROWDSTRIKE HLDGS INC | $1.2M |
BNDVANGUARD BD INDEX FDS | $1.2M |
USMVISHARES TR | $1.2M |
CALFPACER FDS TR | $1.2M |
LLYELI LILLY & CO | $1.2M |
MAMASTERCARD INCORPORATED | $1.2M |
XOMEXXON MOBIL CORP | $1.2M |
IVEISHARES TR | $1.2M |
AQLTISHARES TR | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
XLYSELECT SECTOR SPDR TR | $1.1M |
GSUSGOLDMAN SACHS ETF TR | $1.1M |
SLVISHARES SILVER TR | $1.1M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.1M |
ISRGINTUITIVE SURGICAL INC | $1.1M |
BIZDVANECK ETF TRUST | $1.1M |
MBBISHARES TR | $1.1M |
VBRVANGUARD INDEX FDS | $1.1M |
BACBANK AMERICA CORP | $1.0M |
CSCOCISCO SYS INC | $1.0M |
GSIEGOLDMAN SACHS ETF TR | $1.0M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $1.0M |
AMDADVANCED MICRO DEVICES INC | $1.0M |
ORCLORACLE CORP | $1.0M |
PGPROCTER AND GAMBLE CO | $1.0M |
TOTLSSGA ACTIVE ETF TR | $1.0M |
OREALTY INCOME CORP | $1.0M |
RSPINVESCO EXCHANGE TRADED FD T | $1.0M |
SPEMSPDR INDEX SHS FDS | $995K |
VCITVANGUARD SCOTTSDALE FDS | $985K |
ISCGISHARES TR | $983K |
DFACDIMENSIONAL ETF TRUST | $972K |
KRMAGLOBAL X FDS | $966K |
SPLVINVESCO EXCH TRADED FD TR II | $965K |
SMINISHARES TR | $955K |
VBKVANGUARD INDEX FDS | $950K |
BACVERIZON COMMUNICATIONS INC | $939K |
IWDISHARES TR | $927K |
EPRTESSENTIAL PPTYS RLTY TR INC | $907K |
AGGISHARES TR | $895K |
SGOVISHARES TR | $886K |
XYLDGLOBAL X FDS | $870K |
ESGDISHARES TR | $860K |
IUSVISHARES TR | $858K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $849K |
SMHVANECK ETF TRUST | $838K |
JGROJ P MORGAN EXCHANGE TRADED F | $833K |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $816K |
HYGISHARES TR | $807K |
FDLFIRST TR MORNINGSTAR DIVID L | $804K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $798K |
ICEINTERCONTINENTAL EXCHANGE IN | $791K |
JNJJOHNSON & JOHNSON | $778K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $778K |
TAT&T INC | $778K |
FDNFIRST TR EXCHANGE-TRADED FD | $766K |
EPSWISDOMTREE TR | $765K |
SPTISPDR SER TR | $751K |
GEGE AEROSPACE | $739K |
CGGRCAPITAL GROUP GROWTH ETF | $730K |
GEVGE VERNOVA INC | $717K |
AMGNAMGEN INC | $713K |
IBITISHARES BITCOIN TRUST ETF | $696K |
IWSISHARES TR | $693K |
ABBVABBVIE INC | $690K |
PYPLPAYPAL HLDGS INC | $686K |
EUSBISHARES TR | $677K |
XEVMXEATON VANCE CALIF MUN BD FD | $666K |
CGCBCAPITAL GRP FIXED INCM ETF T | $664K |
PFEPFIZER INC | $661K |
WFCWELLS FARGO CO NEW | $658K |
XHBSPDR SER TR | $656K |
CDNSCADENCE DESIGN SYSTEM INC | $647K |
ESGEISHARES INC | $645K |
CGMSCAPITAL GRP FIXED INCM ETF T | $644K |
SPIBSPDR SER TR | $635K |
NXPINXP SEMICONDUCTORS N V | $629K |
BXBLACKSTONE INC | $627K |