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Perennial Investment Advisors Llc

Portfolio Manager
Perennial Investment Advisors LLC
Performance
-6.13% (2026 Q1)
AUM (13F)
$1.26B
# of Holdings
498
Performance Rank
Allocation (Top 20)
46.28%

Perennial Investment Advisors Llc Holdings Map

Top 50 Perennial Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.43%318.5K$55.6M
-4.85%(-16.24K)
2025-Q1: 233.4K shares2025-Q2: 215.2K shares2025-Q3: 343.6K shares2025-Q4: 334.8K shares2026-Q1: 318.5K shares
$77.79(+189.66%)
2026-03-31
QUS
SPDR SERIES TRUST
4.35%317.8K$54.5M
+6.51%(+19.42K)
2025-Q1: 217.2K shares2025-Q2: 244.2K shares2025-Q3: 264.0K shares2025-Q4: 298.3K shares2026-Q1: 317.8K shares
$136.92(+33.88%)
2026-03-31
SPHQ
INVESCO EXCHANGE TRADED FD T
4.18%695.7K$52.3M
-1.51%(-10.64K)
2025-Q1: 324.7K shares2025-Q2: 449.3K shares2025-Q3: 710.4K shares2025-Q4: 706.4K shares2026-Q1: 695.7K shares
$68.77(+20.07%)
2026-03-31
SPYG
SPDR SERIES TRUST
3.91%500.6K$49.0M
+0.12%(+577)
2025-Q1: 533.2K shares2025-Q2: 536.7K shares2025-Q3: 512.4K shares2025-Q4: 500.0K shares2026-Q1: 500.6K shares
$57.57(+105.60%)
2026-03-31
SPYV
SPDR SERIES TRUST
3.8%841.9K$47.6M
-1.21%(-10.30K)
2025-Q1: 754.9K shares2025-Q2: 819.8K shares2025-Q3: 801.3K shares2025-Q4: 852.2K shares2026-Q1: 841.9K shares
$42.73(+40.12%)
2026-03-31
AAPL
APPLE INC
3.39%167.5K$42.5M
+2.28%(+3.74K)
2025-Q1: 166.6K shares2025-Q2: 159.7K shares2025-Q3: 164.2K shares2025-Q4: 163.8K shares2026-Q1: 167.5K shares
$94.05(+219.23%)
2026-03-31
IWY
ISHARES TR
3.34%168.2K$41.9M
+20.89%(+29.07K)
2025-Q1: 99.2K shares2025-Q2: 111.7K shares2025-Q3: 121.0K shares2025-Q4: 139.2K shares2026-Q1: 168.2K shares
$236.66(+23.51%)
2026-03-31
TSLA
TESLA INC
2.86%96.3K$35.8M
-3.64%(-3.64K)
2025-Q1: 25.7K shares2025-Q2: 28.3K shares2025-Q3: 120.9K shares2025-Q4: 99.9K shares2026-Q1: 96.3K shares
$304.59(+38.63%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
2.83%519.0K$35.4M
+16.47%(+73.38K)
2025-Q1: 338.4K shares2025-Q2: 388.9K shares2025-Q3: 416.8K shares2025-Q4: 445.6K shares2026-Q1: 519.0K shares
$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)
2025-Q1: 27.1K shares2025-Q2: 27.5K shares2025-Q3: 27.7K shares2025-Q4: 29.6K shares2026-Q1: 30.2K shares
$485.20(+52.34%)
2026-03-31

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