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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
SPYGSpdr Ser Tr
Recent Activity
Decreased -1.44%
5.8%
$44.72M
539,201 shares@ $82.94 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -3.41%
5.2%
$40.119M
758,958 shares@ $52.87 avg price
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
NVDANvidia Corporation
Recent Activity
Decreased -3.9%
3.53%
$27.19M↑ Call
223,896 shares@ $121.45 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
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -4.12%
2.34%
$18.032M
340,299 shares@ $52.99 avg price
IVVIshares Tr
Recent Activity
Increased 1.77%
1.74%
$13.417M
23,254 shares@ $576.98 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.81%
1.66%
$12.782M
29,707 shares@ $430.29 avg price