HoldingsChannel.com
Perennial Investment Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 42,422 -3,193 $15,476
     AAPL42,422-3,193$15,476
AMAZON COM INC 4,390 +70 $12,111
     AMZN4,390+70$12,111
FIRST TR NASDAQ 100 TECH IND (FTCS) 165,549 +17,731 $9,671
     FTCS165,549+17,731$9,671
FIRST TR VALUE LINE DIVID IN (FVD) 260,006 +47,915 $7,883
     FVD260,006+47,915$7,883
SHOPIFY INC 6,926 -406 $6,574
     SHOP6,926-406$6,574
INVESCO EXCH TRD SLF IDX FD 220,327 +20,683 $6,553
     OMFL220,327+20,683$6,553
MICROSOFT CORP 22,238 +1,956 $4,526
     MSFT22,238+1,956$4,526
BERKSHIRE HATHAWAY INC DEL      $4,437
     BRK.B12,880+60$2,299
     BRK.A8UNCH$2,138
ISHARES TR (USMV) 47,156 +1,549 $2,859
     USMV47,156+1,549$2,859
ISHARES GOLD TRUST (IAU) 163,971 +84,013 $2,786
     IAU163,971+84,013$2,786
ALPHABET INC 1,818 +45 $2,578
     GOOGL1,818+45$2,578
J P MORGAN EXCHANGE TRADED F (JPST) 43,476 +15,927 $2,206
     JPST43,476+15,927$2,206
VANGUARD MALVERN FDS (VTIP) 41,005 -8,206 $2,057
     VTIP41,005-8,206$2,057
NVIDIA CORPORATION 5,402 +373 $2,052
     NVDA5,402+373$2,052
SPDR SER TR (BIL) 22,230 -3,395 $2,035
     BIL22,230-3,395$2,035
ISHARES TR (IWF) 10,574 -989 $2,030
     IWF10,574-989$2,030
NETFLIX INC 4,111 -44 $1,871
     NFLX4,111-44$1,871
VANGUARD INDEX FDS (VTI) 11,805 +1,355 $1,848
     VTI11,805+1,355$1,848
COCA COLA CO 40,520 -45 $1,810
     KO40,520-45$1,810
ISHARES TR (ESGU) 25,679 +25,679 $1,797
     ESGU25,679+25,679$1,797
ISHARES TR (AGG) 14,685 -504 $1,736
     AGG14,685-504$1,736
ISHARES TR (IJR) 24,055 +6,289 $1,643
     IJR24,055+6,289$1,643
FACEBOOK INC 6,738 +298 $1,530
     FB6,738+298$1,530
INVESCO QQQ TR 5,813 -16 $1,439
     QQQ5,813-16$1,439
INTERCONTINENTAL EXCHANGE IN (ICE) 14,395 UNCH $1,319
     ICE14,395UNCH$1,319
SELECT SECTOR SPDR TR (XLV) 12,211 +1,857 $1,222
     XLV12,211+1,857$1,222
J P MORGAN EXCHANGE TRADED F (JMST) 20,800 +13,911 $1,060
     JMST20,800+13,911$1,060
SPDR S&P 500 ETF TR (SPY) 3,428 -3,361 $1,057
     SPY3,428-3,361$1,057
VANGUARD INDEX FDS (VUG) 4,884 +45 $987
     VUG4,884+45$987
PEPSICO INC 7,039 -49 $931
     PEP7,039-49$931
ISHARES TR (IVV) 2,996 +2,059 $928
     IVV2,996+2,059$928
ALIBABA GROUP HLDG LTD 4,183 -509 $902
     BABA4,183-509$902
PROSHARES TR (REGL) 16,382 -1,891 $862
     REGL16,382-1,891$862
BROADCOM INC 2,724 +53 $860
     AVGO2,724+53$860
HOME DEPOT INC 3,401 -167 $852
     HD3,401-167$852
FS KKR CAPITAL CORP 57,551 -194,057 $806
     FSK57,551-194,057$806
VANGUARD INDEX FDS (VOO) 2,799 +236 $793
     VOO2,799+236$793
PAYPAL HLDGS INC 4,546 +251 $792
     PYPL4,546+251$792
ALPHABET INC 555 +12 $785
     GOOG555+12$785
ISHARES INC (IEMG) 15,935 -11,039 $759
     IEMG15,935-11,039$759
INVESCO EXCHANGE TRADED FD T (SPHQ) 21,203 +5,107 $751
     SPHQ21,203+5,107$751
SQUARE INC 7,137 -513 $749
     SQ7,137-513$749
DISNEY WALT CO 6,692 -1,279 $746
     DIS6,692-1,279$746
JPMORGAN CHASE & CO 7,885 -569 $742
     JPM7,885-569$742
ISHARES TR (JKL) 7,075 -144 $734
     JKL7,075-144$734
OWL ROCK CAPITAL CORPORATION 59,412 +22,188 $733
     ORCC59,412+22,188$733
MASTERCARD INCORPORATED 2,398 -35 $709
     MA2,398-35$709
ISHARES TR (MCHI) 10,141 +5,775 $664
     MCHI10,141+5,775$664
ISHARES TR (QUAL) 6,919 -712 $664
     QUAL6,919-712$664
INTEL CORP 10,770 +501 $644
     INTC10,770+501$644

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

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

Size ($ in 1000's)
At 06/30/2020: $147,755
At 03/31/2020: $112,496

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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