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Perennial Investment Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Perennial Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Perennial Investment Advisors LLC. In the Perennial Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Perennial Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Perennial Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 186,351 -7,242 $25,477
     AAPL186,351-7,242$25,477
BERKSHIRE HATHAWAY INC DEL      $15,854
     BRK.A30UNCH$12,269
     BRK.B13,129+214$3,585
FIRST TR EXCHANGE TRADED FD (FTCS) 184,832 +11,493 $12,928
     FTCS184,832+11,493$12,928
FIRST TR VALUE LINE DIVID IN (FVD) 317,230 +18,516 $12,312
     FVD317,230+18,516$12,312
AMAZON COM INC 102,035 +96,779 $10,813
     AMZN102,035+96,779$10,813
INVESCO EXCH TRD SLF IDX FD 215,805 -9,545 $8,886
     OMFL215,805-9,545$8,886
MICROSOFT CORP 28,421 -948 $7,300
     MSFT28,421-948$7,300
INVESCO EXCHANGE TRADED FD T (SPGP) 75,481 +4,346 $6,020
     SPGP75,481+4,346$6,020
SELECT SECTOR SPDR TR (XLE) 73,450 +6,764 $5,256
     XLE73,450+6,764$5,256
ALPHABET INC 2,385 +20 $5,198
     GOOGL2,385+20$5,198
SPDR S&P 500 ETF TR (SPY) 13,403 +1,161 $5,070
     SPY13,403+1,161$5,070
TESLA INC 7,052 +413 $4,749
     TSLA7,052+413$4,749
NVIDIA CORPORATION 30,293 -2,466 $4,594
     NVDA30,293-2,466$4,594
INVESCO QQQ TR 12,416 +1,905 $3,479
     QQQ12,416+1,905$3,479
ISHARES TR (ESGU) 39,564 -1,194 $3,316
     ESGU39,564-1,194$3,316
ISHARES TR (IWF) 12,657 -272 $2,768
     IWF12,657-272$2,768
ISHARES TR (IVV) 7,274 -71 $2,759
     IVV7,274-71$2,759
COCA COLA CO 42,890 +429 $2,698
     KO42,890+429$2,698
VANGUARD INDEX FDS (VTI) 13,983 -1,060 $2,635
     VTI13,983-1,060$2,635
OWL ROCK CAPITAL CORPORATION 208,964 +14,488 $2,583
     ORCC208,964+14,488$2,583
ISHARES TR (DGRO) 54,166 -5,785 $2,581
     DGRO54,166-5,785$2,581
VANGUARD INDEX FDS (VOO) 7,273 -263 $2,526
     VOO7,273-263$2,526
VANGUARD MALVERN FDS (VTIP) 49,560 +646 $2,484
     VTIP49,560+646$2,484
SHOPIFY INC 78,640 +78,170 $2,454
     SHOP78,640+78,170$2,454
SPDR SER TR (SPYV) 61,047 -552 $2,250
     SPYV61,047-552$2,250
ISHARES TR (IJR) 24,048 -2,527 $2,222
     IJR24,048-2,527$2,222
PACER FDS TR 46,198 +20,491 $1,992
     COWZ46,198+20,491$1,992
FIRST TR SML CP CORE ALPHA F (FYX) 23,066 +1,223 $1,767
     FYX23,066+1,223$1,767
VANGUARD WORLD FDS (VGT) 5,243 -55 $1,714
     VGT5,243-55$1,714
BROADCOM INC 3,509 +64 $1,702
     AVGO3,509+64$1,702
INVESCO EXCHANGE TRADED FD T (XMHQ) 26,028 +2,792 $1,663
     XMHQ26,028+2,792$1,663
META PLATFORMS INC 10,270 +437 $1,652
     FB10,270+437$1,652
ISHARES GOLD TR (IAU) 47,640 +47,640 $1,633
     IAU47,640+47,640$1,633
ADVANCED MICRO DEVICES INC 19,886 -1,745 $1,526
     AMD19,886-1,745$1,526
SELECT SECTOR SPDR TR (XLV) 11,700 +1,016 $1,502
     XLV11,700+1,016$1,502
VISA INC 7,534 -134 $1,483
     V7,534-134$1,483
JPMORGAN CHASE & CO 12,637 +326 $1,419
     JPM12,637+326$1,419
ALPHABET INC 634 +27 $1,385
     GOOG634+27$1,385
FIRST TR LRG CP VL ALPHADEX (FTA) 21,733 +4,205 $1,351
     FTA21,733+4,205$1,351
HOME DEPOT INC 4,889 +679 $1,336
     HD4,889+679$1,336
SPDR DOW JONES INDL AVERAGE (DIA) 4,313 +10 $1,327
     DIA4,313+10$1,327
VANECK ETF TRUST (OIH) 5,714 -24 $1,326
     OIH5,714-24$1,326
ISHARES TR (USMV) 18,212 -634 $1,277
     USMV18,212-634$1,277
PEPSICO INC 7,353 +46 $1,225
     PEP7,353+46$1,225
COSTCO WHSL CORP NEW 2,484 +65 $1,192
     COST2,484+65$1,192
DISNEY WALT CO 12,434 +864 $1,169
     DIS12,434+864$1,169
ISHARES TR (IWR) 17,370 -308 $1,125
     IWR17,370-308$1,125
UNITEDHEALTH GROUP INC 2,077 -45 $1,067
     UNH2,077-45$1,067
SELECT SECTOR SPDR TR (XLF) 33,816 -3,306 $1,064
     XLF33,816-3,306$1,064
SPDR SER TR (XOP) 8,851 +994 $1,060
     XOP8,851+994$1,060

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 06/30/2022: $255,939
At 03/31/2022: $316,277

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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