Perennial Investment Advisors, LLC Buys Berkshire Hathaway Inc, Amazon.com Inc, Vanguard Short-Term Inflation-Protected Securities, Sells SPDR SERIES TRUST, FS KKR Capital Corp, ISHARES TRUST

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Investment company Perennial Investment Advisors, LLC (Current Portfolio) buys Berkshire Hathaway Inc, Amazon.com Inc, Vanguard Short-Term Inflation-Protected Securities, iShares MSCI USA ESG Optimized ETF, VANGUARD WORLD FDS, sells SPDR SERIES TRUST, FS KKR Capital Corp, ISHARES TRUST, Wells Fargo, Inovio Pharmaceuticals Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Perennial Investment Advisors, LLC. As of 2020Q3, Perennial Investment Advisors, LLC owns 145 stocks with a total value of $189 million. These are the details of the buys and sells.

For the details of Perennial Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/perennial+investment+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Perennial Investment Advisors, LLC
  1. Apple Inc (AAPL) - 179,539 shares, 11.00% of the total portfolio. Shares added by 5.81%
  2. Amazon.com Inc (AMZN) - 5,355 shares, 8.91% of the total portfolio. Shares added by 21.98%
  3. First Trust Capital Strength ETF (FTCS) - 179,550 shares, 6.01% of the total portfolio. Shares added by 8.46%
  4. Berkshire Hathaway Inc (BRK.A) - 30 shares, 5.08% of the total portfolio. Shares added by 275.00%
  5. FIRST TST VALUE LI (FVD) - 286,431 shares, 4.76% of the total portfolio. Shares added by 10.16%
New Purchase: iShares MSCI USA ESG Optimized ETF (ESGU)

Perennial Investment Advisors, LLC initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $70.41 and $81.56, with an estimated average price of $75.29. The stock is now traded at around $76.99. The impact to a portfolio due to this purchase was 1.17%. The holding were 29,065 shares as of .

New Purchase: VANGUARD WORLD FDS (VGT)

Perennial Investment Advisors, LLC initiated holding in VANGUARD WORLD FDS. The purchase prices were between $279.37 and $338.36, with an estimated average price of $301.01. The stock is now traded at around $309.65. The impact to a portfolio due to this purchase was 0.72%. The holding were 4,365 shares as of .

New Purchase: PROSHARES TRUST (REGL)

Perennial Investment Advisors, LLC initiated holding in PROSHARES TRUST. The purchase prices were between $50.83 and $56.94, with an estimated average price of $54.31. The stock is now traded at around $56.20. The impact to a portfolio due to this purchase was 0.53%. The holding were 18,768 shares as of .

New Purchase: DocuSign Inc (DOCU)

Perennial Investment Advisors, LLC initiated holding in DocuSign Inc. The purchase prices were between $178.96 and $268.8, with an estimated average price of $207.45. The stock is now traded at around $217.71. The impact to a portfolio due to this purchase was 0.46%. The holding were 4,005 shares as of .

New Purchase: PROSHARES TRUST (SMDV)

Perennial Investment Advisors, LLC initiated holding in PROSHARES TRUST. The purchase prices were between $45.25 and $52.27, with an estimated average price of $48.86. The stock is now traded at around $50.77. The impact to a portfolio due to this purchase was 0.42%. The holding were 16,731 shares as of .

New Purchase: ISHARES TRUST (QUAL)

Perennial Investment Advisors, LLC initiated holding in ISHARES TRUST. The purchase prices were between $96.43 and $110.16, with an estimated average price of $102.38. The stock is now traded at around $104.59. The impact to a portfolio due to this purchase was 0.38%. The holding were 6,942 shares as of .

Added: Berkshire Hathaway Inc (BRK.A)

Perennial Investment Advisors, LLC added to a holding in Berkshire Hathaway Inc by 275.00%. The purchase prices were between $267020 and $332840, with an estimated average price of $306569. The stock is now traded at around $312377.75. The impact to a portfolio due to this purchase was 3.73%. The holding were 30 shares as of .

Added: Amazon.com Inc (AMZN)

Perennial Investment Advisors, LLC added to a holding in Amazon.com Inc by 21.98%. The purchase prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3179.29. The impact to a portfolio due to this purchase was 1.61%. The holding were 5,355 shares as of .

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Perennial Investment Advisors, LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 137.78%. The purchase prices were between $50.18 and $51.11, with an estimated average price of $50.72. The stock is now traded at around $50.78. The impact to a portfolio due to this purchase was 1.52%. The holding were 97,500 shares as of .

Added: Tesla Inc (TSLA)

Perennial Investment Advisors, LLC added to a holding in Tesla Inc by 97.40%. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $414.24. The impact to a portfolio due to this purchase was 0.66%. The holding were 5,843 shares as of .

Added: NVIDIA Corp (NVDA)

Perennial Investment Advisors, LLC added to a holding in NVIDIA Corp by 35.91%. The purchase prices were between $381.2 and $573.86, with an estimated average price of $464.8. The stock is now traded at around $525.25. The impact to a portfolio due to this purchase was 0.55%. The holding were 7,342 shares as of .

Added: Visa Inc (V)

Perennial Investment Advisors, LLC added to a holding in Visa Inc by 233.37%. The purchase prices were between $189.02 and $216.48, with an estimated average price of $199.76. The stock is now traded at around $191.53. The impact to a portfolio due to this purchase was 0.5%. The holding were 6,744 shares as of .

Sold Out: FS KKR Capital Corp (FS5A)

Perennial Investment Advisors, LLC sold out a holding in FS KKR Capital Corp. The sale prices were between $11.62 and $13.98, with an estimated average price of $13.15.

Sold Out: Wells Fargo & Co (WFC)

Perennial Investment Advisors, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $22.83 and $26.35, with an estimated average price of $24.66.

Sold Out: Inovio Pharmaceuticals Inc (INO)

Perennial Investment Advisors, LLC sold out a holding in Inovio Pharmaceuticals Inc. The sale prices were between $9.57 and $27.05, with an estimated average price of $17.32.

Sold Out: Fleetcor Technologies Inc (FLT)

Perennial Investment Advisors, LLC sold out a holding in Fleetcor Technologies Inc. The sale prices were between $230.57 and $265.79, with an estimated average price of $247.07.

Sold Out: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Perennial Investment Advisors, LLC sold out a holding in Invesco BulletShares 2020 Corporate Bond ETF. The sale prices were between $21.16 and $21.22, with an estimated average price of $21.2.

Sold Out: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Perennial Investment Advisors, LLC sold out a holding in Invesco BulletShares 2022 Corporate Bond ETF. The sale prices were between $21.8 and $21.91, with an estimated average price of $21.87.



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