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Anthony Lee

@Perennial Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$771.874MTotal holdings383
Assets growth rate10.15%Assets growth rate (2-Q avg)8.25%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Perennial Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 383 positions.

Assets under management

The assets under management (AUM) of Perennial Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 771.874M in assets, with a quarterly growth rate of 10.15% and a 2-quarter average growth rate of 8.25%. The portfolio is managed by Anthony Lee, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 0.4%
5.13%
$39.521M↑ Call
169,617 shares@ $233.01 avg price
QUSSpdr Ser Tr
Recent Activity
Increased 5.64%
3.74%
$28.837M
183,052 shares@ $157.54 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 4.93%
2.79%
$21.524M
205,643 shares@ $104.67 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 7.27%
2.68%
$20.61M
348,096 shares@ $59.21 avg price
IVVIshares Tr
Recent Activity
Increased 1.77%
1.74%
$13.417M
23,254 shares@ $576.98 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 6.5%
1.62%
$12.499M
21,783 shares@ $573.8 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.36%
1.57%
$12.042M↑ Call
64,626 shares@ $186.33 avg price
IYWIshares Tr
Recent Activity
Increased 11.14%
1.52%
$11.725M
77,283 shares@ $151.72 avg price
IWYIshares Tr
Recent Activity
Increased 664.75%
1.26%
$9.707M
44,080 shares@ $220.22 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 6.83%
1.19%
$9.146M
130,553 shares@ $70.06 avg price