HoldingsChannel.com
Perennial Investment Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 45,615 -255 $11,598
     AAPL45,615-255$11,598
AMAZON COM INC 4,320 +435 $8,421
     AMZN4,320+435$8,421
FIRST TR EXCHANGE TRADED FD (FTCS) 147,818 +49,351 $7,347
     FTCS147,818+49,351$7,347
FIRST TR VALUE LINE DIVID IN (FVD) 212,091 +74,780 $5,871
     FVD212,091+74,780$5,871
INVESCO EXCH TRD SLF IDX FD 199,644 +48,824 $5,195
     OMFL199,644+48,824$5,195
BERKSHIRE HATHAWAY INC DEL      $4,521
     BRK.B12,820-6,710$2,345
     BRK.A8UNCH$2,176
MICROSOFT CORP 20,282 +2,876 $3,199
     MSFT20,282+2,876$3,199
SHOPIFY INC 7,332 +695 $3,057
     SHOP7,332+695$3,057
ISHARES TR (USMV) 45,607 +2,230 $2,463
     USMV45,607+2,230$2,463
VANGUARD MALVERN FDS (VTIP) 49,211 +39,114 $2,398
     VTIP49,211+39,114$2,398
SPDR SER TR (BIL) 25,625 +20,200 $2,348
     BIL25,625+20,200$2,348
ALPHABET INC 1,773 -13 $2,058
     GOOGL1,773-13$2,058
COCA COLA CO 40,565 +570 $1,795
     KO40,565+570$1,795
ISHARES TR (AGG) 15,189 -122 $1,752
     AGG15,189-122$1,752
SPDR S&P 500 ETF TR (SPY) 6,789 +3,502 $1,751
     SPY6,789+3,502$1,751
ISHARES TR (IWF) 11,563 +608 $1,742
     IWF11,563+608$1,742
NETFLIX INC 4,155 +197 $1,560
     NFLX4,155+197$1,560
J P MORGAN EXCHANGE TRADED F (JPST) 27,549 -5,120 $1,368
     JPST27,549-5,120$1,368
VANGUARD INDEX FDS (VTI) 10,450 -6,207 $1,347
     VTI10,450-6,207$1,347
NVIDIA CORP 5,029 +703 $1,326
     NVDA5,029+703$1,326
ISHARES GOLD TRUST (IAU) 79,958 -5,903 $1,205
     IAU79,958-5,903$1,205
INTERCONTINENTAL EXCHANGE IN (ICE) 14,395 UNCH $1,162
     ICE14,395UNCH$1,162
INVESCO QQQ TR 5,829 +482 $1,111
     QQQ5,829+482$1,111
ISHARES INC (IEMG) 26,974 -21,189 $1,092
     IEMG26,974-21,189$1,092
FACEBOOK INC 6,440 +375 $1,073
     FB6,440+375$1,073
ISHARES TR (IJR) 17,766 +8,900 $997
     IJR17,766+8,900$997
SELECT SECTOR SPDR TR (XLV) 10,354 -342 $917
     XLV10,354-342$917
ALIBABA GROUP HLDG LTD 4,692 +81 $913
     BABA4,692+81$913
PEPSICO INC 7,088 +320 $852
     PEP7,088+320$852
PROSHARES TR (REGL) 18,273 +7,303 $823
     REGL18,273+7,303$823
DISNEY WALT CO 7,971 +763 $772
     DIS7,971+763$772
JPMORGAN CHASE & CO 8,454 -354 $761
     JPM8,454-354$761
VANGUARD INDEX FDS (VUG) 4,839 -406 $758
     VUG4,839-406$758
FS KKR CAPITAL CORP 251,608 +78,754 $755
     FSK251,608+78,754$755
HOME DEPOT INC 3,568 -129 $666
     HD3,568-129$666
BROADCOM INC 2,671 +199 $634
     AVGO2,671+199$634
ALPHABET INC 543 +17 $630
     GOOG543+17$630
ISHARES TR (QUAL) 7,631 -1,545 $618
     QUAL7,631-1,545$618
ISHARES TR (JKL) 7,219 -445 $616
     JKL7,219-445$616
ISHARES TR (DGRO) 18,780 +8,356 $612
     DGRO18,780+8,356$612
VANGUARD INDEX FDS (VOO) 2,563 -2,303 $607
     VOO2,563-2,303$607
VERIZON COMMUNICATIONS INC 11,122 +1,072 $597
     VZ11,122+1,072$597
MASTERCARD INC 2,433 +140 $589
     MA2,433+140$589
ISHARES TR (IEFA) 11,388 -16,614 $568
     IEFA11,388-16,614$568
PROCTER & GAMBLE CO 5,071 +3 $557
     PG5,071+3$557
INTEL CORP 10,269 +7 $555
     INTC10,269+7$555
SBA COMMUNICATIONS CORP NEW 2,051 UNCH $554
     SBAC2,051UNCH$554
PROSHARES TR (SMDV) 11,921 +4,542 $551
     SMDV11,921+4,542$551
ISHARES TR (CMF) 8,132 UNCH $492
     CMF8,132UNCH$492
INVESCO EXCHANGE TRADED FD T (SPHQ) 16,096 +16,096 $482
     SPHQ16,096+16,096$482

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 03/31/2020: $112,496
At 12/31/2019: $126,780

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.