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Anthony Lee

Perennial Investment Advisors, Llc

Assets Managed
$1.255B
Holdings
498
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-1.03%(2Q avg: 1.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Perennial Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 498 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.255B in assets, with a quarterly growth rate of -1.03% and a 2-quarter average growth rate of 1.76%. The portfolio is managed by Anthony Lee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -4.9%
4.43%
$55.553M
318,535 shares@ $174.41 avg price
QUS
Spdr Msci Usa Strategicfacto
Recent Activity
Increased 6.51%
4.35%
$54.541M
317,764 shares@ $171.64 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -1.5%
4.17%
$52.314M
695,729 shares@ $75.2 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.12%
3.91%
$49.01M
500,556 shares@ $97.92 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -1.2%
3.8%
$47.634M
841,900 shares@ $56.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.29%
3.39%
$42.517M
167,527 shares@ $253.79 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 20.9%
3.34%
$41.881M
168,225 shares@ $248.96 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -3.62%
2.87%
$35.911M
96,600 shares@ $371.75 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 16.47%
2.83%
$35.438M
519,015 shares@ $68.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.79%
1.57%
$19.618M
30,165 shares@ $650.37 avg price

1-10 of 498