Top 50 Perennial Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.43% | 318.5K | $55.6M | -4.85%(-16.24K) | $77.79(+189.66%) | 2026-03-31 | |
| QUS | SPDR SERIES TRUST | 4.35% | 317.8K | $54.5M | +6.51%(+19.42K) | $136.92(+33.88%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.18% | 695.7K | $52.3M | -1.51%(-10.64K) | $68.77(+20.07%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.91% | 500.6K | $49.0M | +0.12%(+577) | $57.57(+105.60%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.8% | 841.9K | $47.6M | -1.21%(-10.30K) | $42.73(+40.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.39% | 167.5K | $42.5M | +2.28%(+3.74K) | $94.05(+219.23%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.34% | 168.2K | $41.9M | +20.89%(+29.07K) | $236.66(+23.51%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.86% | 96.3K | $35.8M | -3.64%(-3.64K) | $304.59(+38.63%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.83% | 519.0K | $35.4M | +16.47%(+73.38K) | $57.58(+27.89%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.57% | 30.2K | $19.6M | +1.78%(+529) | $485.20(+52.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.19% | +56.84% |
| Top 20 Holdings Unweighted | +16.60% | +58.52% |
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