Perennial Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI Perennial Investment Advisors, LLC | Institutional Filer | ▼ 1.02% | $1.25B | 491 |
Current Portfolio Holdings
Showing all 491 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 319K | $55.6M | 4.46% |
| 2 | QUS | SPDR SERIES TRUST | — | 318K | $54.5M | 4.38% |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 696K | $52.3M | 4.20% |
| 4 | SPYG | SPDR SERIES TRUST | — | 501K | $49.0M | 3.93% |
| 5 | SPYV | SPDR SERIES TRUST | — | 842K | $47.6M | 3.82% |
| 6 | AAPL | Apple Inc. | Technology | 168K | $42.5M | 3.41% |
| 7 | IWY | ISHARES TR | — | 168K | $41.9M | 3.36% |
| 8 | TSLA | Tesla, Inc. | Consumer Cyclical | 97K | $35.9M | 2.88% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 519K | $35.4M | 2.84% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 30K | $19.6M | 1.57% |
| 11 | DYNF | BLACKROCK ETF TRUST | — | 328K | $19.1M | 1.53% |
| 12 | IYW | ISHARES TR | — | 100K | $18.1M | 1.45% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 77K | $16.0M | 1.28% |
| 14 | IVV | ISHARES TR | — | 24K | $15.8M | 1.27% |
| 15 | SPYM | SPDR SERIES TRUST | — | 198K | $15.2M | 1.22% |
Showing 1 to 15 of 491 holdings