| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 10.7% |
| AMAZON COM INC | 19 | Q2 2024 | 8.4% |
| FIRST TR NASDAQ-100 TECH IND | 19 | Q2 2024 | 6.5% |
| FIRST TR VALUE LINE DIVID IN | 19 | Q2 2024 | 6.3% |
| INVESCO EXCH TRD SLF IDX FD | 19 | Q2 2024 | 4.6% |
| MICROSOFT CORP | 19 | Q2 2024 | 3.1% |
| NVIDIA CORPORATION | 19 | Q2 2024 | 4.0% |
| ALPHABET INC | 19 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 2.1% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 3.5% |
View Perennial Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
View Perennial Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.