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Perennial Investment Advisors

Latest statistics and disclosures from Perennial Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYG, SPYV, AAPL, QUS, NVDA, and represent 23.35% of Perennial Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVY (+$16M), QUS (+$16M), SPGP (+$6.0M), IVV (+$5.1M), SPMD, IYW, SPSM, IJH, SPYG, BUFR.
Started 52 new stock positions in MS, VRTX, COIN, BUFR, NOW, INCO, SCHW, PFFD, SMH, FSS.
Reduced shares in these 10 stocks: FVD (-$14M), FTCS (-$8.0M), SPYV (-$7.9M), RSP, NTSX, SPBO, IWF, GSY, SPTI, DGRO.
Sold out of its positions in ARKK, AI, CVS, CCL, EPD, FTC, HYLS, GILD, PWZ, IQ.
Perennial Investment Advisors was a net buyer of stock by $3.4M.
Perennial Investment Advisors has $659M in assets under management (AUM), dropping by 19.00%.
Central Index Key (CIK): 0001801523

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Portfolio Holdings for Perennial Investment Advisors

Perennial Investment Advisors holds 347 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.4	$42M	+6%	575k	73.15	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.0	$39M	-16%	785k	50.10	View chart
Apple (AAPL)	4.4	$29M	-3%	168k	171.48	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	3.6	$24M	+206%	161k	145.63	View chart
NVIDIA Corporation (NVDA)	3.1	$20M	-4%	22k	903.66	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	3.1	$20M	+42%	189k	106.49	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	3.0	$20M	+6%	361k	55.23	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.6	$17M	+1881%	305k	56.17	View chart
Microsoft Corporation (MSFT)	1.8	$12M		29k	420.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$12M	-9%	45k	259.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$11M	+80%	22k	525.79	View chart
Amazon (AMZN)	1.7	$11M	-7%	62k	180.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$9.3M	+7%	18k	523.06	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.3	$8.7M	+78%	64k	135.15	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.3	$8.6M	-25%	203k	42.23	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.3	$8.6M	+10%	104k	82.97	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.2	$8.2M	-11%	128k	64.15	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.2	$8.0M	+2%	92k	87.24	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$7.3M	+6%	14k	524.32	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.1	$7.2M	+24%	82k	87.30	View chart
Select Sector Spdr Tr Energy (XLE)	1.1	$6.9M	-11%	74k	94.41	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.0	$6.6M	+284%	124k	53.34	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$6.3M	-55%	74k	85.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$6.1M	+6%	18k	344.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$6.1M	+3%	14k	444.02	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.9	$6.0M	-11%	155k	38.80	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.9	$6.0M	+108%	139k	43.04	View chart
Owl Rock Capital Corporation (OBDC)	0.9	$5.9M	+8%	382k	15.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$5.7M	+8%	99k	58.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.4M	-6%	13k	420.52	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.8	$5.3M	-11%	134k	39.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$5.2M	+6%	32k	162.86	View chart
First Tr Value Line Divid In SHS (FVD)	0.8	$5.1M	-72%	120k	42.23	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$5.0M	+75%	54k	91.80	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.7	$4.8M	+45%	63k	76.01	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$4.3M	+54%	154k	27.94	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$4.3M	+7%	33k	131.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$4.0M	-19%	36k	110.13	View chart
Two Rds Shared Tr Leadershares Eqt (SQEW)	0.6	$4.0M	-2%	121k	32.82	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.6	$3.7M	-26%	39k	93.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.5M	+460%	58k	60.74	View chart
Meta Platforms Cl A (META)	0.5	$3.4M	-5%	6.9k	485.71	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$3.3M	-19%	83k	39.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.3M	-9%	22k	150.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.1M	+5%	20k	152.26	View chart
Two Rds Shared Tr Leadershares Dy (DYLD)	0.4	$2.9M	-28%	131k	22.55	View chart
Cornerstone Strategic Value (CLM)	0.4	$2.9M	+3%	380k	7.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.8M	-46%	8.3k	337.11	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.4	$2.8M	+3%	367k	7.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$2.7M	+23%	54k	50.17	View chart
Coca-Cola Company (KO)	0.4	$2.7M	+2%	44k	61.18	View chart
Two Rds Shared Tr Leadershs Activi (ACTV)	0.4	$2.5M	-6%	70k	35.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.4M	-8%	22k	110.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$2.4M	+20%	44k	54.24	View chart
Tesla Motors (TSLA)	0.4	$2.4M	-28%	14k	175.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$2.3M		65k	36.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.3M	+4%	13k	182.60	View chart
Chevron Corporation (CVX)	0.3	$2.3M	+7%	15k	157.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$2.2M	-17%	45k	50.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.3	$2.2M	NEW	80k	27.96	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$2.2M	-20%	23k	93.36	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$2.1M	+3%	82k	25.28	View chart
Advanced Micro Devices (AMD)	0.3	$2.1M	-26%	12k	180.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.1M	-9%	4.3k	480.72	View chart
Walt Disney Company (DIS)	0.3	$2.0M	-8%	16k	122.37	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$2.0M	-10%	16k	126.02	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.3	$1.9M		5.8k	336.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.9M	-50%	17k	114.96	View chart
Costco Wholesale Corporation (COST)	0.3	$1.8M		2.5k	732.61	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.8M	-10%	9.1k	200.36	View chart
Broadcom (AVGO)	0.3	$1.8M	-16%	1.4k	1326.21	View chart
Pepsi (PEP)	0.3	$1.7M		9.8k	175.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.7M	-12%	10k	164.35	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.7M	-55%	29k	58.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.6M	-69%	9.5k	169.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.5M	-27%	7.4k	208.53	View chart
Visa Com Cl A (V)	0.2	$1.5M	-5%	5.5k	279.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.5M	+38%	19k	79.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.5M		13k	114.16	View chart
Palo Alto Networks (PANW)	0.2	$1.4M	+40%	5.0k	284.13	View chart
Home Depot (HD)	0.2	$1.4M	-7%	3.6k	383.71	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$1.4M		23k	61.53	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$1.4M	-32%	9.2k	147.84	View chart
UnitedHealth (UNH)	0.2	$1.4M	+2%	2.7k	494.85	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M	+83%	1.7k	777.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.3M	+21%	5.3k	249.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.3M	NEW	57k	22.77	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$1.3M	+32%	28k	45.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.3M	-15%	15k	83.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M	-21%	6.2k	205.72	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$1.3M	-4%	8.2k	154.93	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$1.2M	-16%	23k	54.80	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.2M	-6%	26k	48.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.2M	+20%	5.8k	210.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.2M	+30%	14k	84.44	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$1.2M	-6%	19k	64.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.2M	-28%	14k	84.09	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.2M	+82%	23k	50.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.1M	-37%	15k	72.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.1M		5.7k	191.96	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$1.1M	+73%	27k	40.79	View chart
salesforce (CRM)	0.2	$1.1M	-2%	3.6k	301.03	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.1M	-55%	30k	35.84	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.1M	-30%	2.2k	481.85	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.2	$1.0M	+19%	62k	16.90	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$1.0M	-39%	26k	40.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.0M	+9%	14k	74.22	View chart
Global X Fds Conscious Cos (KRMA)	0.2	$1.0M	-4%	28k	36.22	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$1.0M	-7%	15k	69.31	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$1.0M	+5%	29k	34.29	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$993k	-20%	15k	65.87	View chart
Realty Income (O)	0.2	$991k	+8%	18k	54.10	View chart
Exxon Mobil Corporation (XOM)	0.1	$979k	+9%	8.4k	116.25	View chart
Intel Corporation (INTC)	0.1	$961k	+43%	22k	44.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$944k	+52%	5.1k	186.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$934k		6.9k	136.04	View chart
Procter & Gamble Company (PG)	0.1	$931k	-6%	5.7k	162.26	View chart
Cadence Design Systems Put Option (CDNS)	0.1	$918k	+137%	2.9k	311.28	View chart
Bank of America Corporation (BAC)	0.1	$911k		24k	37.92	View chart
Cisco Systems (CSCO)	0.1	$910k	-3%	18k	49.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$907k		28k	31.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$903k	-3%	7.7k	117.22	View chart
Johnson & Johnson (JNJ)	0.1	$900k	-7%	5.7k	158.19	View chart
Shopify Cl A (SHOP)	0.1	$898k	-11%	12k	77.17	View chart
Fs Kkr Capital Corp (FSK)	0.1	$896k	-29%	47k	19.07	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$891k		3.4k	260.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$887k	-17%	9.1k	97.94	View chart
Wal-Mart Stores (WMT)	0.1	$876k	+192%	15k	60.18	View chart
Super Micro Computer (SMCI)	0.1	$876k	+18%	867.00	1010.03	View chart
Verizon Communications (VZ)	0.1	$869k	+18%	21k	41.96	View chart
International Business Machines (IBM)	0.1	$865k		4.5k	190.98	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$865k	+10%	18k	47.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$859k	+19%	3.8k	228.58	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$849k		11k	76.19	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$832k	-29%	20k	42.13	View chart
Mitek Sys Com New (MITK)	0.1	$827k	-3%	59k	14.10	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$823k	NEW	24k	33.96	View chart
Amgen (AMGN)	0.1	$822k		2.9k	284.46	View chart
Merck & Co (MRK)	0.1	$816k		6.2k	131.95	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$808k	-2%	11k	71.78	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	0.1	$803k	NEW	13k	64.01	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$802k	-25%	16k	51.59	View chart
Netflix (NFLX)	0.1	$794k	-9%	1.3k	607.33	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$784k	-16%	13k	60.42	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$782k	-16%	20k	38.48	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$779k	+20%	8.4k	92.42	View chart
Essential Properties Realty reit (EPRT)	0.1	$777k	-11%	29k	26.66	View chart
Nxp Semiconductors N V (NXPI)	0.1	$766k		3.1k	247.79	View chart
Oracle Corporation (ORCL)	0.1	$759k	+20%	6.0k	125.60	View chart
General Electric Com New (GE)	0.1	$755k	+39%	4.3k	175.56	View chart
Adobe Systems Incorporated (ADBE)	0.1	$747k	-27%	1.5k	504.60	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$743k	-74%	26k	28.18	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$741k	+4%	33k	22.75	View chart
Intuitive Surgical Com New (ISRG)	0.1	$737k	-2%	1.8k	399.09	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$727k	+13%	2.3k	320.63	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$723k	-18%	12k	59.62	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$699k	-47%	21k	32.69	View chart
Intercontinental Exchange (ICE)	0.1	$699k	-29%	5.1k	137.43	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$696k		5.6k	125.30	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$686k	NEW	22k	31.03	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$677k	-8%	7.5k	90.45	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$669k	-44%	16k	42.10	View chart
Abbvie (ABBV)	0.1	$659k	-5%	3.6k	182.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$652k	-31%	3.6k	179.11	View chart
Wells Fargo & Company (WFC)	0.1	$650k	-5%	11k	57.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$645k	-2%	8.0k	80.50	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$632k		3.1k	205.09	View chart
Starbucks Corporation (SBUX)	0.1	$621k		6.8k	91.40	View chart
Union Pacific Corporation (UNP)	0.1	$612k	+9%	2.5k	246.03	View chart
Sofi Technologies (SOFI)	0.1	$599k	+3%	82k	7.30	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$589k	-5%	5.3k	111.60	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$585k		15k	38.47	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	0.1	$578k	NEW	12k	47.13	View chart
Danaher Corporation (DHR)	0.1	$565k		2.3k	249.70	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$558k	-74%	14k	40.50	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$558k	-43%	575.00	970.50	View chart
Qualcomm (QCOM)	0.1	$556k		3.3k	169.28	View chart
Lowe's Companies (LOW)	0.1	$551k	-4%	2.2k	254.76	View chart
ConocoPhillips (COP)	0.1	$551k	+2%	4.3k	127.27	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$549k	NEW	10k	52.82	View chart
At&t (T)	0.1	$546k	-10%	31k	17.60	View chart
Boeing Company (BA)	0.1	$543k	-13%	2.8k	192.98	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$538k	NEW	12k	44.40	View chart
Draftkings Com Cl A (DKNG)	0.1	$529k		12k	45.41	View chart
Paypal Holdings (PYPL)	0.1	$529k	+4%	7.9k	66.99	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$510k	NEW	17k	30.01	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$497k	-6%	2.7k	187.38	View chart
Uber Technologies (UBER)	0.1	$492k	-9%	6.4k	76.99	View chart
Pool Corporation (POOL)	0.1	$478k		1.2k	403.38	View chart
Target Corporation (TGT)	0.1	$468k	+22%	2.6k	177.17	View chart
3M Company (MMM)	0.1	$463k	-9%	4.4k	106.09	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$462k	-17%	16k	29.78	View chart
Aercap Holdings Nv SHS (AER)	0.1	$460k	-5%	5.3k	86.91	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$458k	-83%	9.2k	49.90	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$456k	+10%	5.1k	89.90	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$451k	-3%	4.3k	103.79	View chart
The Trade Desk Com Cl A Put Option (TTD)	0.1	$449k	NEW	5.1k	87.42	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$436k	-20%	14k	32.23	View chart
Ford Motor Company (F)	0.1	$435k	+67%	33k	13.28	View chart
Analog Devices (ADI)	0.1	$434k		2.2k	197.90	View chart
Ares Capital Corporation (ARCC)	0.1	$433k		21k	20.82	View chart
Microchip Technology (MCHP)	0.1	$424k	+12%	4.7k	89.70	View chart
Lam Research Corporation (LRCX)	0.1	$418k	-54%	430.00	971.57	View chart
McDonald's Corporation (MCD)	0.1	$414k	-5%	1.5k	281.95	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$414k	+20%	4.1k	100.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$413k		9.8k	42.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$412k	-2%	3.1k	131.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$409k	+21%	18k	23.01	View chart
Coinbase Global Com Cl A (COIN)	0.1	$409k	NEW	1.5k	265.12	View chart
Dex (DXCM)	0.1	$408k	-3%	2.9k	138.70	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$400k	-88%	14k	29.11	View chart
O'reilly Automotive (ORLY)	0.1	$400k	-2%	354.00	1128.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$397k	NEW	9.7k	41.08	View chart
Pfizer (PFE)	0.1	$394k	+14%	14k	27.75	View chart
Microstrategy Cl A New (MSTR)	0.1	$394k	NEW	231.00	1704.56	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$392k	+3%	15k	25.51	View chart
Kla Corp Com New (KLAC)	0.1	$386k	-33%	552.00	698.75	View chart
Citigroup Com New (C)	0.1	$385k	+9%	6.1k	63.24	View chart
Wp Carey (WPC)	0.1	$385k	+17%	6.8k	56.43	View chart
Ferrari Nv Ord (RACE)	0.1	$384k	-12%	880.00	435.94	View chart
Caterpillar (CAT)	0.1	$378k	-20%	1.0k	366.64	View chart
Thermo Fisher Scientific (TMO)	0.1	$378k	+22%	649.00	581.86	View chart
TJX Companies (TJX)	0.1	$375k	-23%	3.7k	101.42	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$375k	-13%	4.0k	92.85	View chart
BlackRock (BLK)	0.1	$371k	-3%	445.00	833.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$364k		3.6k	101.42	View chart
Intuit (INTU)	0.1	$361k	-2%	556.00	650.00	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$361k	-5%	42k	8.62	View chart
Phillips 66 (PSX)	0.1	$360k	-2%	2.2k	163.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$359k		4.5k	79.92	View chart
Honeywell International (HON)	0.1	$358k	-19%	1.7k	205.17	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$356k	+10%	3.2k	110.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$354k	-40%	6.5k	54.40	View chart
Harley-Davidson (HOG)	0.1	$350k		8.0k	43.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$350k	-9%	4.6k	76.67	View chart
Sempra Energy (SRE)	0.1	$347k	-5%	4.8k	71.83	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$345k	-30%	3.3k	103.79	View chart
Stryker Corporation (SYK)	0.1	$344k	+3%	961.00	358.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$344k	+8%	3.5k	97.54	View chart
Hyatt Hotels Corp Com Cl A (H)	0.1	$343k		2.1k	159.56	View chart
Lockheed Martin Corporation (LMT)	0.1	$342k	-9%	751.00	454.66	View chart
Motorola Solutions Com New (MSI)	0.1	$339k	-3%	956.00	354.83	View chart
American Express Company (AXP)	0.1	$337k		1.5k	227.63	View chart
Automatic Data Processing (ADP)	0.1	$335k		1.3k	249.74	View chart
LKQ Corporation (LKQ)	0.0	$329k	+15%	6.2k	53.41	View chart
Cigna Corp (CI)	0.0	$328k	-6%	902.00	363.21	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$328k	-7%	6.5k	50.28	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.0	$324k	-46%	5.3k	61.20	View chart
Applied Materials (AMAT)	0.0	$324k	-2%	1.6k	206.23	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$321k		1.1k	300.05	View chart
Immersion Corporation (IMMR)	0.0	$316k	-7%	42k	7.48	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$315k	-10%	6.9k	45.87	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$312k	NEW	4.9k	63.17	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$312k	-55%	6.3k	49.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$308k		1.1k	286.57	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$308k	NEW	28k	11.01	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$307k	-15%	5.1k	60.74	View chart
Waste Management (WM)	0.0	$302k		1.4k	213.23	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$301k		6.5k	46.21	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.0	$301k	-11%	12k	25.07	View chart
FedEx Corporation (FDX)	0.0	$297k		1.0k	289.56	View chart
Global X Fds Rate Preferred (PFFV)	0.0	$297k	-19%	13k	23.68	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$296k		3.0k	99.23	View chart
Micron Technology (MU)	0.0	$293k	NEW	2.5k	117.91	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$288k	-84%	13k	21.72	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$287k	NEW	5.8k	49.16	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$283k		4.9k	57.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$280k	+16%	6.7k	41.77	View chart
AutoZone (AZO)	0.0	$277k	+7%	88.00	3151.66	View chart
Block Cl A (SQ)	0.0	$277k	NEW	3.3k	84.58	View chart
Occidental Petroleum Corporation (OXY)	0.0	$273k	-28%	4.2k	65.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$272k	NEW	651.00	418.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$272k	-2%	8.4k	32.23	View chart
Comcast Corp Cl A (CMCSA)	0.0	$271k	-23%	6.2k	43.34	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$266k	-13%	5.5k	48.05	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.0	$265k	-30%	6.4k	41.15	View chart
Freeport-mcmoran CL B (FCX)	0.0	$264k		5.6k	47.02	View chart
United Parcel Service CL B (UPS)	0.0	$260k	-26%	1.8k	148.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$259k	NEW	1.2k	224.93	View chart
Abbott Laboratories (ABT)	0.0	$258k	-2%	2.3k	113.73	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$254k		2.2k	114.57	View chart
Calamos (CCD)	0.0	$246k		11k	21.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$244k	-2%	6.0k	40.90	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$242k		4.2k	57.54	View chart
Prologis (PLD)	0.0	$242k	NEW	1.9k	130.34	View chart
Nike CL B (NKE)	0.0	$240k	-24%	2.6k	93.98	View chart
Charles Schwab Corporation (SCHW)	0.0	$240k	NEW	3.3k	72.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$239k		15k	15.73	View chart
Ameriprise Financial (AMP)	0.0	$239k	NEW	544.00	438.73	View chart
Edison International (EIX)	0.0	$236k		3.3k	70.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$233k	-11%	2.5k	94.62	View chart
Paychex (PAYX)	0.0	$233k		1.9k	122.80	View chart
PG&E Corporation (PCG)	0.0	$233k	+11%	14k	16.76	View chart
Booking Holdings (BKNG)	0.0	$232k	NEW	64.00	3628.86	View chart
Bristol Myers Squibb (BMY)	0.0	$231k	-19%	4.3k	54.22	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$230k		9.4k	24.60	View chart
Xpo Logistics Inc equity (XPO)	0.0	$229k	NEW	1.9k	122.03	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$228k	NEW	11k	20.16	View chart
Federal Signal Corporation (FSS)	0.0	$226k	NEW	2.7k	84.87	View chart
AFLAC Incorporated (AFL)	0.0	$226k	NEW	2.6k	85.86	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$222k	-31%	4.9k	45.29	View chart
Coty Com Cl A (COTY)	0.0	$221k	-38%	19k	11.96	View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ)	0.0	$221k		10k	21.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$220k	NEW	765.00	288.03	View chart
Vanguard World Industrial Etf (VIS)	0.0	$218k	NEW	892.00	244.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$217k	NEW	3.5k	62.33	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.0	$216k	NEW	23k	9.45	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$215k	NEW	4.0k	53.71	View chart
Servicenow (NOW)	0.0	$214k	NEW	281.00	762.40	View chart
General Motors Company (GM)	0.0	$214k	NEW	4.7k	45.35	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$212k	NEW	850.00	249.85	View chart
Mongodb Cl A (MDB)	0.0	$212k	-33%	590.00	358.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$212k	-19%	4.4k	48.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$212k	-18%	2.4k	86.43	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$209k	-68%	5.1k	40.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$207k	NEW	1.7k	121.02	View chart
Cleveland-cliffs (CLF)	0.0	$207k	-29%	9.1k	22.74	View chart
Nextera Energy (NEE)	0.0	$206k	NEW	3.2k	63.89	View chart
Morgan Stanley Com New Put Option (MS)	0.0	$203k	NEW	2.2k	94.16	View chart
Iron Mountain (IRM)	0.0	$203k	NEW	2.5k	80.20	View chart
Canadian Natl Ry (CNI)	0.0	$203k	NEW	1.5k	131.71	View chart
Jefferies Finl Group (JEF)	0.0	$203k	NEW	4.6k	44.10	View chart
Baxter International (BAX)	0.0	$203k	NEW	4.7k	42.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$202k	NEW	5.8k	34.88	View chart
Altria (MO)	0.0	$202k	-15%	4.6k	43.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$202k	NEW	7.9k	25.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$201k	NEW	1.6k	123.18	View chart
Central Valley Community Ban	0.0	$199k	-44%	10k	19.89	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$196k		13k	15.68	View chart
Invesco SHS (IVZ)	0.0	$182k	NEW	11k	16.59	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$171k		15k	11.35	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$164k	NEW	11k	14.32	View chart
PennyMac Mortgage Investment Trust (PMT)	0.0	$164k	-36%	11k	14.68	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$157k		13k	12.24	View chart
Enovix Corp (ENVX)	0.0	$145k	NEW	18k	8.01	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$135k	-79%	11k	11.88	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$121k	-11%	11k	11.02	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$103k	-46%	17k	5.93	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$100k		12k	8.16	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$93k		22k	4.28	View chart
Applied Therapeutics (APLT)	0.0	$79k		12k	6.80	View chart
Evgo Cl A Com (EVGO)	0.0	$63k		25k	2.51	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$63k		12k	5.30	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$27k	NEW	14k	1.90	View chart
Ocugen (OCGN)	0.0	$25k		15k	1.64	View chart
Tellurian (TELL)	0.0	$6.8k	NEW	10k	0.66	View chart
22nd Centy Group Com New (XXII)	0.0	$1.7k	NEW	14k	0.12	View chart

Past Filings by Perennial Investment Advisors

SEC 13F filings are viewable for Perennial Investment Advisors going back to 2019

Perennial Investment Advisors 2024 Q1 filed May 14, 2024
Perennial Investment Advisors 2023 Q3 filed Nov. 14, 2023
Perennial Investment Advisors 2023 Q2 filed Aug. 14, 2023
Perennial Investment Advisors 2023 Q1 filed May 12, 2023
Perennial Investment Advisors 2022 Q4 filed Feb. 10, 2023
Perennial Investment Advisors 2022 Q3 filed Nov. 9, 2022
Perennial Investment Advisors 2022 Q2 filed Aug. 10, 2022
Perennial Investment Advisors 2022 Q1 filed May 9, 2022
Perennial Investment Advisors 2021 Q4 filed Feb. 14, 2022
Perennial Investment Advisors 2021 Q3 filed Nov. 12, 2021
Perennial Investment Advisors 2021 Q2 filed July 29, 2021
Perennial Investment Advisors 2021 Q1 filed April 29, 2021
Perennial Investment Advisors 2020 Q4 filed Jan. 22, 2021
Perennial Investment Advisors 2020 Q3 filed Oct. 26, 2020
Perennial Investment Advisors 2020 Q2 filed July 16, 2020
Perennial Investment Advisors 2020 Q1 filed April 29, 2020

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