0001085146-20-001236.txt : 20200429 0001085146-20-001236.hdr.sgml : 20200429 20200429095102 ACCESSION NUMBER: 0001085146-20-001236 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Perennial Investment Advisors, LLC CENTRAL INDEX KEY: 0001801523 IRS NUMBER: 821239625 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19784 FILM NUMBER: 20827863 BUSINESS ADDRESS: STREET 1: 11620 WILSHIRE BOULEVARD STREET 2: SUITE 400 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 310-445-2504 MAIL ADDRESS: STREET 1: 11620 WILSHIRE BOULEVARD STREET 2: SUITE 400 CITY: LOS ANGELES STATE: CA ZIP: 90025 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801523 XXXXXXXX 03-31-2020 03-31-2020 false Perennial Investment Advisors, LLC

11620 WILSHIRE BOULEVARD SUITE 400 LOS ANGELES CA 90025

13F HOLDINGS REPORT 028-19784 N Misha Ferkelman 310-275-5059 /s/ Misha Ferkelman Beverly Hills CA 04-28-2020 0 118 112496 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 228 2991 SH SOLE 0 0 2991 ADVANCED MICRO DEVICES INC COM 007903107 329 7240 SH SOLE 0 0 7240 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 913 4692 SH SOLE 0 0 4692 ALPHABET INC CAP STK CL C 02079K107 630 543 SH SOLE 0 0 543 ALPHABET INC CAP STK CL A 02079K305 2058 1773 SH SOLE 0 0 1773 AMAZON COM INC COM 023135106 8421 4320 SH SOLE 0 0 4320 AMGEN INC COM 031162100 298 1470 SH SOLE 0 0 1470 APPLE INC COM 037833100 11598 45615 SH SOLE 0 0 45615 ARES CAPITAL CORP COM 04010L103 297 27531 SH SOLE 0 0 27531 AT&T INC COM 00206R102 371 12724 SH SOLE 0 0 12724 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2176 8 SH SOLE 0 0 8 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2345 12820 SH SOLE 0 0 12820 BK OF AMERICA CORP COM 060505104 245 11552 SH SOLE 0 0 11552 BOEING CO COM 097023105 381 2550 SH SOLE 0 0 2550 BROADCOM INC COM 11135F101 634 2671 SH SOLE 0 0 2671 CERAGON NETWORKS LTD ORD M22013102 13 10040 SH SOLE 0 0 10040 CISCO SYS INC COM 17275R102 287 7329 SH SOLE 0 0 7329 COCA COLA CO COM 191216100 1795 40565 SH SOLE 0 0 40565 COLONY CAP INC NEW CL A COM 19626G108 19 10871 SH SOLE 0 0 10871 COLONY CR REAL ESTATE INC COM CL A 19625T101 70 17835 SH SOLE 0 0 17835 COSTCO WHSL CORP NEW COM 22160K105 282 988 SH SOLE 0 0 988 DEXCOM INC COM 252131107 215 800 SH SOLE 0 0 800 DISNEY WALT CO COM DISNEY 254687106 772 7971 SH SOLE 0 0 7971 FACEBOOK INC CL A 30303M102 1073 6440 SH SOLE 0 0 6440 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 7347 147818 SH SOLE 0 0 147818 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 221 3738 SH SOLE 0 0 3738 FIRST TR VALUE LINE DIVID IN SHS 33734H106 5871 212091 SH SOLE 0 0 212091 FLEETCOR TECHNOLOGIES INC COM 339041105 201 1078 SH SOLE 0 0 1078 FS KKR CAPITAL CORP COM 302635107 755 251608 SH SOLE 0 0 251608 GENERAL ELECTRIC CO COM 369604103 84 10510 SH SOLE 0 0 10510 GLOBAL X FDS GLBL X MLP ETF 37950E473 32 10168 SH SOLE 0 0 10168 GLOBAL X FDS CONSCIOUS COS 37954Y731 273 14975 SH SOLE 0 0 14975 HEICO CORP NEW CL A 422806208 411 6445 SH SOLE 0 0 6445 HOME DEPOT INC COM 437076102 666 3568 SH SOLE 0 0 3568 INTEL CORP COM 458140100 555 10269 SH SOLE 0 0 10269 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1162 14395 SH SOLE 0 0 14395 INTERNATIONAL BUSINESS MACHS COM 459200101 332 2989 SH SOLE 0 0 2989 INTUITIVE SURGICAL INC COM NEW 46120E602 261 528 SH SOLE 0 0 528 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 233 11098 SH SOLE 0 0 11098 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 HY 46138J601 368 16014 SH SOLE 0 0 16014 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 5195 199644 SH SOLE 0 0 199644 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 215 10262 SH SOLE 0 0 10262 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 374 17272 SH SOLE 0 0 17272 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 217 10240 SH SOLE 0 0 10240 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 482 16096 SH SOLE 0 0 16096 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 328 3540 SH SOLE 0 0 3540 INVESCO EXCHANGE-TRADED FD T S&P ULTRA DIVIDE 46138G656 359 15493 SH SOLE 0 0 15493 INVESCO QQQ TR UNIT SER 1 46090E103 1111 5829 SH SOLE 0 0 5829 ISHARES GOLD TRUST ISHARES 464285105 1205 79958 SH SOLE 0 0 79958 ISHARES INC CORE MSCI EMKT 46434G103 1092 26974 SH SOLE 0 0 26974 ISHARES TR CHINA LG-CAP ETF 464287184 245 6515 SH SOLE 0 0 6515 ISHARES TR CORE S&P500 ETF 464287200 242 937 SH SOLE 0 0 937 ISHARES TR CORE US AGGBD ET 464287226 1752 15189 SH SOLE 0 0 15189 ISHARES TR RUS MID CAP ETF 464287499 445 10313 SH SOLE 0 0 10313 ISHARES TR CORE S&P MCP ETF 464287507 211 1468 SH SOLE 0 0 1468 ISHARES TR RUS 1000 GRW ETF 464287614 1742 11563 SH SOLE 0 0 11563 ISHARES TR CORE S&P SCP ETF 464287804 997 17766 SH SOLE 0 0 17766 ISHARES TR CALIF MUN BD ETF 464288356 492 8132 SH SOLE 0 0 8132 ISHARES TR MRNING SM CP ETF 464288703 616 7219 SH SOLE 0 0 7219 ISHARES TR MSCI CHINA ETF 46429B671 250 4366 SH SOLE 0 0 4366 ISHARES TR MSCI MIN VOL ETF 46429B697 2463 45607 SH SOLE 0 0 45607 ISHARES TR USA QUALITY FCTR 46432F339 618 7631 SH SOLE 0 0 7631 ISHARES TR CORE MSCI EAFE 46432F842 568 11388 SH SOLE 0 0 11388 ISHARES TR CORE DIV GRWTH 46434V621 612 18780 SH SOLE 0 0 18780 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 348 6889 SH SOLE 0 0 6889 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1368 27549 SH SOLE 0 0 27549 JOHNSON & JOHNSON COM 478160104 224 1707 SH SOLE 0 0 1707 JPMORGAN CHASE & CO COM 46625H100 761 8454 SH SOLE 0 0 8454 LOCKHEED MARTIN CORP COM 539830109 308 913 SH SOLE 0 0 913 MASTERCARD INC CL A 57636Q104 589 2433 SH SOLE 0 0 2433 MCDONALDS CORP COM 580135101 206 1245 SH SOLE 0 0 1245 MERCK & CO. INC COM 58933Y105 344 4472 SH SOLE 0 0 4472 MGM RESORTS INTERNATIONAL COM 552953101 266 22570 SH SOLE 0 0 22570 MICROSOFT CORP COM 594918104 3199 20282 SH SOLE 0 0 20282 MITEK SYS INC COM NEW 606710200 474 60128 SH SOLE 0 0 60128 MONGODB INC CL A 60937P106 212 1550 SH SOLE 0 0 1550 NETFLIX INC COM 64110L106 1560 4155 SH SOLE 0 0 4155 NVIDIA CORP COM 67066G104 1326 5029 SH SOLE 0 0 5029 NXP SEMICONDUCTORS N V COM N6596X109 222 2671 SH SOLE 0 0 2671 OWL ROCK CAPITAL CORPORATION COM 69121K104 430 37224 SH SOLE 0 0 37224 PAYPAL HLDGS INC COM 70450Y103 411 4295 SH SOLE 0 0 4295 PEPSICO INC COM 713448108 852 7088 SH SOLE 0 0 7088 PROCTER & GAMBLE CO COM 742718109 557 5071 SH SOLE 0 0 5071 PROSHARES TR S&P MDCP 400 DIV 74347B680 823 18273 SH SOLE 0 0 18273 PROSHARES TR RUSS 2000 DIVD 74347B698 551 11921 SH SOLE 0 0 11921 PROSHARES TR S&P 500 DV ARIST 74348A467 241 4175 SH SOLE 0 0 4175 SALESFORCE COM INC COM 79466L302 316 2197 SH SOLE 0 0 2197 SBA COMMUNICATIONS CORP NEW CL A 78410G104 554 2051 SH SOLE 0 0 2051 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 309 5973 SH SOLE 0 0 5973 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 917 10354 SH SOLE 0 0 10354 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 375 4672 SH SOLE 0 0 4672 SERVICENOW INC COM 81762P102 329 1148 SH SOLE 0 0 1148 SHOPIFY INC CL A 82509L107 3057 7332 SH SOLE 0 0 7332 SKYWORKS SOLUTIONS INC COM 83088M102 213 2380 SH SOLE 0 0 2380 SPDR S&P 500 ETF TR TR UNIT 78462F103 1751 6789 SH SOLE 0 0 6789 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 218 828 SH SOLE 0 0 828 SPDR SER TR S&P DIVID ETF 78464A763 391 4892 SH SOLE 0 0 4892 SPDR SER TR SPDR BLOOMBERG 78468R663 2348 25625 SH SOLE 0 0 25625 SQUARE INC CL A 852234103 400 7650 SH SOLE 0 0 7650 STARBUCKS CORP COM 855244109 262 3971 SH SOLE 0 0 3971 TESLA INC COM 88160R101 354 678 SH SOLE 0 0 678 TWILIO INC CL A 90138F102 389 4364 SH SOLE 0 0 4364 UNITED STATES OIL FUND LP UNITS 91232N108 66 15837 SH SOLE 0 0 15837 UNITEDHEALTH GROUP INC COM 91324P102 300 1207 SH SOLE 0 0 1207 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 202 4618 SH SOLE 0 0 4618 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 468 5487 SH SOLE 0 0 5487 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 607 2563 SH SOLE 0 0 2563 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 275 3931 SH SOLE 0 0 3931 VANGUARD INDEX FDS GROWTH ETF 922908736 758 4839 SH SOLE 0 0 4839 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1347 10450 SH SOLE 0 0 10450 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2398 49211 SH SOLE 0 0 49211 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 328 3169 SH SOLE 0 0 3169 VERIZON COMMUNICATIONS INC COM 92343V104 597 11122 SH SOLE 0 0 11122 VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 416 9808 SH SOLE 0 0 9808 VISA INC COM CL A 92826C839 317 1971 SH SOLE 0 0 1971 WALMART INC COM 931142103 260 2283 SH SOLE 0 0 2283 WELLS FARGO CO NEW COM 949746101 435 15221 SH SOLE 0 0 15221 WP CAREY INC COM 92936U109 214 3678 SH SOLE 0 0 3678