HoldingsChannel.com
Perennial Investment Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 45,870 +45,870 $13,466
     AAPL45,870+45,870$13,466
AMAZON COM INC 3,885 +3,885 $7,180
     AMZN3,885+3,885$7,180
BERKSHIRE HATHAWAY INC DEL      $7,140
     BRK.B19,530+19,530$4,423
     BRK.A8+8$2,717
FIRST TR EXCHANGE TRADED FD (FTCS) 98,467 +98,467 $5,943
     FTCS98,467+98,467$5,943
INVESCO EXCH TRD SLF IDX FD 150,820 +150,820 $5,049
     OMFL150,820+150,820$5,049
FIRST TR VALUE LINE DIVID IN (FVD) 137,311 +137,311 $4,947
     FVD137,311+137,311$4,947
ISHARES TR (USMV) 43,377 +43,377 $2,846
     USMV43,377+43,377$2,846
MICROSOFT CORP 17,406 +17,406 $2,746
     MSFT17,406+17,406$2,746
VANGUARD INDEX FDS (VTI) 16,657 +16,657 $2,725
     VTI16,657+16,657$2,725
SHOPIFY INC 6,637 +6,637 $2,642
     SHOP6,637+6,637$2,642
ISHARES INC (IEMG) 48,163 +48,163 $2,589
     IEMG48,163+48,163$2,589
ALPHABET INC 1,786 +1,786 $2,393
     GOOGL1,786+1,786$2,393
COCA COLA CO 39,995 +39,995 $2,214
     KO39,995+39,995$2,214
ISHARES TR (IWF) 10,955 +10,955 $1,927
     IWF10,955+10,955$1,927
ISHARES TR (IEFA) 28,002 +28,002 $1,827
     IEFA28,002+28,002$1,827
ISHARES TR (AGG) 15,311 +15,311 $1,720
     AGG15,311+15,311$1,720
JP MORGAN EXCHANGE TRADED FD (JPST) 32,669 +32,669 $1,648
     JPST32,669+32,669$1,648
VANGUARD INDEX FDS (VOO) 4,866 +4,866 $1,439
     VOO4,866+4,866$1,439
INTERCONTINENTAL EXCHANGE IN (ICE) 14,395 +14,395 $1,332
     ICE14,395+14,395$1,332
NETFLIX INC 3,958 +3,958 $1,281
     NFLX3,958+3,958$1,281
FACEBOOK INC 6,065 +6,065 $1,245
     FB6,065+6,065$1,245
ISHARES GOLD TRUST (IAU) 85,861 +85,861 $1,245
     IAU85,861+85,861$1,245
JPMORGAN CHASE & CO 8,808 +8,808 $1,229
     JPM8,808+8,808$1,229
INVESCO QQQ TR 5,347 +5,347 $1,137
     QQQ5,347+5,347$1,137
INVESCO EXCHNG TRADED FD TR (RDIV) 28,155 +28,155 $1,111
     RDIV28,155+28,155$1,111
VICTORY PORTFOLIOS II 19,639 +19,639 $1,108
     CFA19,639+19,639$1,108
ISHARES TR (JKL) 7,664 +7,664 $1,101
     JKL7,664+7,664$1,101
SELECT SECTOR SPDR TR (XLV) 10,696 +10,696 $1,089
     XLV10,696+10,696$1,089
FS KKR CAPITAL CORP 172,854 +172,854 $1,060
     FSK172,854+172,854$1,060
SPDR S&P 500 ETF TR (SPY) 3,287 +3,287 $1,059
     SPY3,287+3,287$1,059
DISNEY WALT CO 7,208 +7,208 $1,041
     DIS7,208+7,208$1,041
NVIDIA CORP 4,326 +4,326 $1,021
     NVDA4,326+4,326$1,021
ALIBABA GROUP HLDG LTD 4,611 +4,611 $977
     BABA4,611+4,611$977
VANGUARD INDEX FDS (VUG) 5,245 +5,245 $955
     VUG5,245+5,245$955
ISHARES S&P GSCI COMMODITY I (GSG) 58,453 +58,453 $948
     GSG58,453+58,453$948
ISHARES TR (QUAL) 9,176 +9,176 $927
     QUAL9,176+9,176$927
PEPSICO INC 6,768 +6,768 $926
     PEP6,768+6,768$926
SPDR SERIES TRUST (SDY) 8,207 +8,207 $883
     SDY8,207+8,207$883
BOEING CO 2,579 +2,579 $840
     BA2,579+2,579$840
HOME DEPOT INC 3,697 +3,697 $806
     HD3,697+3,697$806
BROADCOM INC 2,472 +2,472 $783
     AVGO2,472+2,472$783
ISHARES TR (IJR) 8,866 +8,866 $744
     IJR8,866+8,866$744
ALPHABET INC 526 +526 $705
     GOOG526+526$705
PROSHARES TR (NOBL) 9,173 +9,173 $693
     NOBL9,173+9,173$693
MASTERCARD INC 2,293 +2,293 $685
     MA2,293+2,293$685
PROSHARES TR (REGL) 10,970 +10,970 $661
     REGL10,970+10,970$661
ISHARES TR (IJS) 4,067 +4,067 $654
     IJS4,067+4,067$654
ISHARES TR (IWR) 10,672 +10,672 $636
     IWR10,672+10,672$636
INVESCO EXCH TRD SLF IDX FD 26,521 +26,521 $635
     BSJK26,521+26,521$635
PROCTER & GAMBLE CO 5,068 +5,068 $631
     PG5,068+5,068$631

See Full List: All Stocks Held By Perennial Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Perennial Investment Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $126,780
At 09/30/2019: $0

Perennial Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Perennial Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Perennial Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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