Perennial Investment Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 9, 2024
Value $
$698M
Signature - Title
Anthony Lee - Chief Compliance Officer
Location
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 355 $698M +$68.8M -$21M +$47.9M SPYG, SPYV, AAPL, NVDA, QUS 13F-HR 8/9/2024, 03:57 PM
Q1 2024 347 $657M +$60.6M -$51.7M +$8.87M SPYG, SPYV, AAPL, QUS, SPGP 13F-HR 5/14/2024, 12:11 PM
Q4 2023 329 $601M +$51M -$52.4M -$1.37M SPYG, SPYV, AAPL, OMFL, SPGP 13F-HR 2/14/2024, 11:02 AM
Q3 2023 327 $549M +$26.2M -$18.2M +$8.05M SPYV, SPYG, AAPL, FVD, OMFL 13F-HR 11/14/2023, 01:18 PM
Q2 2023 329 $561M +$29.4M -$37.4M -$8.05M SPYV, SPYG, AAPL, FVD, FTCS 13F-HR 8/14/2023, 02:58 PM
Q1 2023 333 $534M +$275M -$6.52M +$268M SPYV, AAPL, SPYG, FVD, FTCS 13F-HR 5/11/2023, 06:28 PM
Q4 2022 221 $246M +$23.1M -$10.4M +$12.7M AAPL, FVD, FTCS, OMFL, XLE 13F-HR 2/9/2023, 08:57 PM
Q3 2022 204 $220M +$31.2M -$46M -$14.8M AAPL, FVD, FTCS, OMFL, AMZN 13F-HR 11/9/2022, 02:49 PM
Q2 2022 199 $256M +$26.9M -$17.2M +$9.72M AAPL, FTCS, FVD, BRKA, AMZN 13F-HR 8/9/2022, 05:44 PM
Q1 2022 217 $316M +$29.7M -$20M +$9.63M AAPL, AMZN, BRKA, FTCS, FVD 13F-HR 5/6/2022, 07:59 PM
Q4 2021 225 $320M +$24M -$13.1M +$10.9M AAPL, AMZN, BRKA, FTCS, FVD 13F-HR 2/14/2022, 01:46 PM
Q3 2021 219 $283M +$24.5M -$10.1M +$14.4M AAPL, AMZN, BRKA, FTCS, FVD 13F-HR 11/12/2021, 10:02 AM
Q2 2021 214 $274M +$28.2M -$30.1M -$1.87M AAPL, AMZN, FTCS, BRKA, OMFL 13F-HR 7/29/2021, 03:22 PM
Q1 2021 202 $253M +$24.2M -$9.98M +$14.2M AAPL, AMZN, FTCS, BRKA, FVD 13F-HR 4/29/2021, 11:10 AM
Q4 2020 177 $234M +$22.9M -$11.8M +$11.1M AAPL, AMZN, FTCS, BRKA, FVD 13F-HR 1/22/2021, 05:24 PM
Q3 2020 152 $199M +$57.7M -$6.41M +$51.3M AAPL, AMZN, FTCS, BRKA, FVD 13F-HR 10/26/2020, 10:03 AM
Q2 2020 130 $148M +$18.8M -$10.2M +$8.61M AAPL, AMZN, FTCS, FVD, SHOP 13F-HR 7/16/2020, 04:40 PM
Q1 2020 118 $112M +$18.1M -$14.4M +$3.69M AAPL, AMZN, FTCS, FVD, OMFL 13F-HR 4/29/2020, 09:51 AM
Q4 2019 129 $127M $0 $0 AAPL, AMZN, FTCS, OMFL, FVD 13F-HR 2/6/2020, 06:55 PM