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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

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.



Here is the complete portfolio of Perennial Investment Advisors, LLC. Also check out:

1. Perennial Investment Advisors, LLC's Undervalued Stocks
2. Perennial Investment Advisors, LLC's Top Growth Companies, and
3. Perennial Investment Advisors, LLC's High Yield stocks
4. Stocks that Perennial Investment Advisors, LLC keeps buying

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