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 |
|---|---|
VWOVANGUARD INTL EQUITY INDEX F | $292K |
PCGPG&E CORP | $286K |
UPSTUPSTART HLDGS INC | $284K |
A4SAMERIPRISE FINL INC | $282K |
AJGGALLAGHER ARTHUR J & CO | $281K |
DJDINVESCO EXCHANGE TRADED FD T | $281K |
PLDPROLOGIS INC. | $280K |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $279K |
MLPXGLOBAL X FDS | $277K |
CCLCARNIVAL CORP | $277K |
URAGLOBAL X FDS | $276K |
AZOAUTOZONE INC | $275K |
XPOXPO INC | $275K |
ISCVISHARES TR | $275K |
VVVANGUARD INDEX FDS | $275K |
ETENERGY TRANSFER L P | $273K |
GILDGILEAD SCIENCES INC | $273K |
AFLAFLAC INC | $272K |
ABTABBOTT LABS | $271K |
SPBOSPDR SER TR | $271K |
XOPSPDR SER TR | $271K |
EMREMERSON ELEC CO | $269K |
CITHE CIGNA GROUP | $268K |
IRMIRON MTN INC DEL | $268K |
EIXEDISON INTL | $267K |
EPDENTERPRISE PRODS PARTNERS L | $265K |
OPPRIVERNORTH DOUBLELINE STRATE | $265K |
SITMSITIME CORP | $265K |
DWDMORGAN STANLEY | $265K |
GRIDFIRST TR EXCHANGE TRADED FD | $264K |
LKQ1LKQ CORP | $263K |
VNQVANGUARD INDEX FDS | $261K |
GCORGOLDMAN SACHS ETF TR | $261K |
AMATAPPLIED MATLS INC | $259K |
RDIVINVESCO EXCH TRADED FD TR II | $255K |
SPYINEOS ETF TRUST | $254K |
LPLALPL FINL HLDGS INC | $253K |
SSENTINELONE INC | $252K |
DC4DEXCOM INC | $250K |
FCXFREEPORT-MCMORAN INC | $249K |
XLUSELECT SECTOR SPDR TR | $248K |
AMBAAMBARELLA INC | $248K |
FTSLFIRST TR EXCHANGE-TRADED FD | $247K |
VRTXVERTEX PHARMACEUTICALS INC | $247K |
FSSFEDERAL SIGNAL CORP | $246K |
IWBISHARES TR | $245K |
DFUVDIMENSIONAL ETF TRUST | $244K |
GOFGUGGENHEIM STRATEGIC OPPORTU | $244K |
TLTWISHARES TR | $244K |
BABAALIBABA GROUP HLDG LTD | $243K |
HOGHARLEY DAVIDSON INC | $241K |
FDXFEDEX CORP | $237K |
NEENEXTERA ENERGY INC | $236K |
QFLRINNOVATOR ETFS TRUST | $234K |
SDVYFIRST TR EXCHANGE-TRADED FD | $231K |
XLFISELECT SECTOR SPDR TR | $230K |
VGITVANGUARD SCOTTSDALE FDS | $229K |
CIBRFIRST TR EXCHANGE TRADED FD | $228K |
XYZBLOCK INC | $227K |
DFASDIMENSIONAL ETF TRUST | $227K |
DUKDUKE ENERGY CORP NEW | $227K |
SCHWSCHWAB CHARLES CORP | $226K |
FTSDFRANKLIN ETF TR | $225K |
MUMICRON TECHNOLOGY INC | $225K |
SPYDSPDR SER TR | $224K |
ACNACCENTURE PLC IRELAND | $222K |
PGRPROGRESSIVE CORP | $220K |
BCSFBAIN CAP SPECIALTY FIN INC | $219K |
GMGENERAL MTRS CO | $214K |
SMCISUPER MICRO COMPUTER INC | $212K |
CMCSACOMCAST CORP NEW | $211K |
EFAVISHARES TR | $211K |
BNDXVANGUARD CHARLOTTE FDS | $211K |
INCOCOLUMBIA ETF TR II | $210K |
SUSAISHARES TR | $210K |
VFHVANGUARD WORLD FD | $210K |
GSYINVESCO ACTIVELY MANAGED EXC | $210K |
OUNZVANECK MERK GOLD ETF | $209K |
EIS*ISHARES INC | $209K |
LCTUBLACKROCK ETF TRUST | $209K |
ARMARM HOLDINGS PLC | $208K |
DALDELTA AIR LINES INC DEL | $207K |
PFFDGLOBAL X FDS | $204K |
JAAAJANUS DETROIT STR TR | $203K |
ETNEATON CORP PLC | $201K |
SPGIS&P GLOBAL INC | $201K |
GLTRABRDN PRECIOUS METALS BASKET | $200K |
IEIISHARES TR | $200K |
CHICALAMOS CONV OPPORTUNITIES & | $129K |
RITMRITHM CAPITAL CORP | $115K |
FSCOFS CREDIT OPPORTUNITIES CORP | $113K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $93K |
CHPTCHARGEPOINT HOLDINGS INC | $58K |
OCGNOCUGEN INC | $12K |
APLTAPPLIED THERAPEUTICS INC | $10K |
OTLYOATLY GROUP AB | $8K |
WKHSWORKHORSE GROUP INC | $8K |
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