Notify me when Perennial Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 491 | $1,264,835,582 | +$90,396,108 | -$46,895,217 | +$43,500,891 | NVDA, SPYG, SPHQ, QUS, SPYV | 13F-HR | 17 Feb 2026, 12:22 |
| Q3 2025 | 475 | $1,210,370,399 | +$158,370,883 | -$59,112,281 | +$99,258,602 | NVDA, TSLA, SPYG, SPHQ, QUS | 13F-HR | 12 Nov 2025, 17:16 |
| Q2 2025 | 451 | $1,030,803,738 | +$119,295,696 | -$65,502,953 | +$53,792,743 | SPYG, SPYV, QUS, NVDA, AAPL | 13F-HR | 11 Aug 2025, 17:23 |
| Q1 2025 | 422 | $887,794,699 | +$130,799,455 | -$49,887,829 | +$80,911,626 | SPYG, SPYV, AAPL, QUS, NVDA | 13F-HR | 15 May 2025, 12:24 |
| Q4 2024 | 397 | $847,779,744 | +$121,300,348 | -$57,516,786 | +$63,783,562 | SPYG, AAPL, SPYV, QUS, NVDA | 13F-HR | 12 Feb 2025, 17:37 |
| Q3 2024 | 383 | $769,300,024 | +$70,136,549 | -$30,068,564 | +$40,067,985 | SPYG, SPYV, AAPL, QUS, NVDA | 13F-HR | 14 Nov 2024, 12:18 |
| Q2 2024 | 355 | $698,393,544 | +$68,810,020 | -$20,950,531 | +$47,859,489 | SPYG, SPYV, AAPL, NVDA, QUS | 13F-HR | 09 Aug 2024, 15:57 |
| Q1 2024 | 347 | $656,850,421 | +$60,572,699 | -$51,699,263 | +$8,873,436 | SPYG, SPYV, AAPL, QUS, SPGP | 13F-HR | 14 May 2024, 12:11 |
| Q4 2023 | 329 | $601,054,024 | +$51,018,357 | -$52,386,481 | -$1,368,124 | SPYG, SPYV, AAPL, OMFL, SPGP | 13F-HR | 14 Feb 2024, 11:02 |
| Q3 2023 | 327 | $548,898,417 | +$26,229,796 | -$18,180,794 | +$8,049,002 | SPYV, SPYG, AAPL, FVD, OMFL | 13F-HR | 14 Nov 2023, 13:18 |
| Q2 2023 | 329 | $561,114,006 | +$29,390,782 | -$37,440,616 | -$8,049,834 | SPYV, SPYG, AAPL, FVD, FTCS | 13F-HR | 14 Aug 2023, 14:58 |
| Q1 2023 | 333 | $534,296,173 | +$274,997,400 | -$6,516,267 | +$268,481,133 | SPYV, AAPL, SPYG, FVD, FTCS | 13F-HR | 11 May 2023, 18:28 |
| Q4 2022 | 221 | $245,897,440 | +$23,121,077 | -$10,446,086 | +$12,674,991 | AAPL, FVD, FTCS, OMFL, XLE | 13F-HR | 09 Feb 2023, 20:57 |
| Q3 2022 | 204 | $220,399,000 | +$31,196,091 | -$46,038,024 | -$14,841,933 | AAPL, FVD, FTCS, OMFL, AMZN | 13F-HR | 09 Nov 2022, 14:49 |
| Q2 2022 | 200 | $255,935,000 | +$26,936,428 | -$17,220,473 | +$9,715,955 | AAPL, FTCS, FVD, BRKA, AMZN | 13F-HR | 09 Aug 2022, 17:44 |
| Q1 2022 | 217 | $316,277,000 | +$29,657,648 | -$20,027,783 | +$9,629,865 | AAPL, AMZN, BRKA, FTCS, FVD | 13F-HR | 06 May 2022, 19:59 |
| Q4 2021 | 225 | $319,974,000 | +$24,003,765 | -$13,132,300 | +$10,871,465 | AAPL, AMZN, BRKA, FTCS, FVD | 13F-HR | 14 Feb 2022, 13:46 |
| Q3 2021 | 219 | $282,664,000 | +$24,519,541 | -$10,092,037 | +$14,427,504 | AAPL, AMZN, BRKA, FTCS, FVD | 13F-HR | 12 Nov 2021, 10:02 |
| Q2 2021 | 214 | $274,212,000 | +$28,232,965 | -$30,102,835 | -$1,869,870 | AAPL, AMZN, FTCS, BRKA, OMFL | 13F-HR | 29 Jul 2021, 15:22 |
| Q1 2021 | 202 | $253,335,000 | +$24,175,909 | -$9,979,950 | +$14,195,959 | AAPL, AMZN, FTCS, BRKA, FVD | 13F-HR | 29 Apr 2021, 11:10 |
| Q4 2020 | 177 | $233,592,000 | +$22,917,976 | -$11,842,353 | +$11,075,623 | AAPL, AMZN, FTCS, BRKA, FVD | 13F-HR | 22 Jan 2021, 17:24 |
| Q3 2020 | 152 | $199,479,000 | +$57,738,181 | -$6,406,341 | +$51,331,840 | AAPL, AMZN, FTCS, BRKA, FVD | 13F-HR | 26 Oct 2020, 10:03 |
| Q2 2020 | 130 | $147,755,000 | +$18,797,162 | -$10,190,154 | +$8,607,008 | AAPL, AMZN, FTCS, FVD, SHOP | 13F-HR | 16 Jul 2020, 16:40 |
| Q1 2020 | 118 | $112,496,000 | +$18,122,772 | -$14,436,970 | +$3,685,802 | AAPL, AMZN, FTCS, FVD, OMFL | 13F-HR | 29 Apr 2020, 09:51 |
| Q4 2019 | 129 | $126,780,000 | $0 | $0 | $0 | AAPL, AMZN, FTCS, OMFL, FVD | 13F-HR | 06 Feb 2020, 18:55 |