Guerra Pan Advisors
Latest statistics and disclosures from Guerra Pan Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, GOOGL, USMV, CRWD, and represent 25.39% of Guerra Pan Advisors's stock portfolio.
- Added to shares of these 9 stocks: CRH, GIL, WD, IWD, KBE, ORLY, GOOGL, XLI, SCHG.
- Started 6 new stock positions in GIL, WD, KBE, ORLY, IWD, CRH.
- Reduced shares in these 10 stocks: , BMY, SFM, , PG, SCHA, JSML, MRK, ISRG, BABA.
- Sold out of its positions in BMY, EQT, SFM, VRTX.
- Guerra Pan Advisors was a net seller of stock by $-444k.
- Guerra Pan Advisors has $165M in assets under management (AUM), dropping by 9.01%.
- Central Index Key (CIK): 0001910386
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Portfolio Holdings for Guerra Pan Advisors
Guerra Pan Advisors holds 114 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.9 | $13M | 70k | 186.58 |
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| Broadcom (AVGO) | 5.7 | $9.5M | 29k | 329.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $6.9M | 29k | 243.10 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 4.0 | $6.5M | 69k | 95.14 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.6 | $6.0M | 12k | 490.38 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $5.7M | 18k | 315.43 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.4 | $5.6M | 201k | 27.90 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $5.2M | 22k | 243.55 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 3.0 | $4.9M | 19k | 256.45 |
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| Microsoft Corporation (MSFT) | 2.9 | $4.8M | 9.4k | 517.92 |
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| Select Sector Spdr Tr Indl (XLI) | 2.9 | $4.8M | 31k | 154.23 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.6 | $4.3M | 135k | 31.91 |
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| Apple (AAPL) | 2.5 | $4.1M | 16k | 254.63 |
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| Cadence Design Systems (CDNS) | 2.2 | $3.6M | 10k | 351.26 |
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| Ishares Tr Expanded Tech (IGV) | 1.9 | $3.2M | 28k | 115.01 |
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| Boeing Company (BA) | 1.9 | $3.1M | 14k | 215.83 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $3.0M | 3.1k | 968.09 |
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| Arista Networks Com Shs (ANET) | 1.7 | $2.8M | 19k | 145.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.7M | 5.4k | 502.74 |
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| Visa Com Cl A (V) | 1.5 | $2.4M | 7.0k | 341.38 |
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| Amazon (AMZN) | 1.4 | $2.4M | 11k | 219.57 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.3 | $2.2M | 7.8k | 279.84 |
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| Caterpillar (CAT) | 1.3 | $2.2M | 4.5k | 477.15 |
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| TransDigm Group Incorporated (TDG) | 1.3 | $2.1M | 1.6k | 1318.02 |
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| Servicenow (NOW) | 1.2 | $2.1M | 2.2k | 920.28 |
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| Uber Technologies (UBER) | 1.2 | $1.9M | 20k | 97.97 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $1.6M | 3.3k | 485.02 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $1.6M | 28k | 56.75 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $1.5M | 3.0k | 499.21 |
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| Zscaler Incorporated (ZS) | 0.9 | $1.5M | 5.0k | 299.66 |
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| Netease Sponsored Ads (NTES) | 0.9 | $1.5M | 9.6k | 151.99 |
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| salesforce (CRM) | 0.8 | $1.4M | 5.8k | 237.00 |
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| Honeywell International (HON) | 0.8 | $1.4M | 6.5k | 210.50 |
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| Janus Detroit Str Tr Hendersn Cap Etf (JSML) | 0.8 | $1.3M | -4% | 18k | 74.78 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.8 | $1.3M | 13k | 96.68 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $1.0M | 5.1k | 206.91 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.0M | 7.3k | 142.11 |
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| Abbvie (ABBV) | 0.6 | $980k | 4.2k | 231.54 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $952k | -4% | 2.1k | 447.23 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $901k | 1.6k | 568.81 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $874k | 6.2k | 141.49 |
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| Merck & Co (MRK) | 0.5 | $833k | -7% | 9.9k | 83.93 |
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| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.5 | $831k | 40k | 21.00 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $828k | -5% | 4.6k | 178.73 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $779k | 4.2k | 183.73 |
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| Xpo Logistics Inc equity (XPO) | 0.5 | $764k | 5.9k | 129.27 |
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| Allstate Corporation (ALL) | 0.4 | $735k | 3.4k | 214.65 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.4 | $733k | 7.3k | 100.20 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $730k | 9.5k | 76.72 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $719k | 12k | 60.08 |
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| Hubspot (HUBS) | 0.4 | $711k | -3% | 1.5k | 467.80 |
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| Procter & Gamble Company (PG) | 0.4 | $694k | -16% | 4.5k | 153.65 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.4 | $674k | 2.9k | 234.97 |
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| Union Pacific Corporation (UNP) | 0.4 | $666k | 2.8k | 236.37 |
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| General Motors Company (GM) | 0.4 | $657k | 11k | 60.97 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $634k | 6.6k | 95.90 |
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| Nextera Energy (NEE) | 0.4 | $609k | -2% | 8.1k | 75.49 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $605k | 4.5k | 133.90 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $574k | 1.2k | 468.41 |
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| Dover Corporation (DOV) | 0.3 | $554k | 3.3k | 166.83 |
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| ON Semiconductor (ON) | 0.3 | $530k | 11k | 49.31 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $515k | 7.0k | 73.48 |
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| Morgan Stanley Com New (MS) | 0.3 | $515k | 3.2k | 158.96 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $478k | 2.9k | 167.33 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $474k | -5% | 3.8k | 125.06 |
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| Advanced Micro Devices (AMD) | 0.3 | $454k | 2.8k | 161.79 |
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| Costco Wholesale Corporation (COST) | 0.3 | $443k | 478.00 | 925.63 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $442k | 2.9k | 150.86 |
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| Ishares Msci Eurzone Etf (EZU) | 0.3 | $440k | 7.1k | 61.94 |
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| Corning Incorporated (GLW) | 0.3 | $435k | 5.3k | 82.03 |
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| Booking Holdings (BKNG) | 0.3 | $432k | 80.00 | 5399.27 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $429k | 2.2k | 194.50 |
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| International Business Machines (IBM) | 0.3 | $420k | 1.5k | 282.16 |
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| Stryker Corporation (SYK) | 0.3 | $414k | 1.1k | 369.67 |
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| Kinsale Cap Group (KNSL) | 0.2 | $413k | 971.00 | 425.26 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $413k | 1.9k | 219.53 |
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| Cigna Corp (CI) | 0.2 | $408k | 1.4k | 288.25 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $395k | 7.8k | 50.73 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.2 | $394k | 6.2k | 63.30 |
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| Spdr Series Trust S&p Semicndctr (XSD) | 0.2 | $389k | 1.2k | 319.08 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $383k | 5.6k | 68.58 |
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| New York Times Cl A (NYT) | 0.2 | $380k | 6.6k | 57.40 |
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| Oracle Corporation (ORCL) | 0.2 | $377k | 1.3k | 281.24 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $343k | 2.5k | 135.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $337k | 1.4k | 246.60 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $331k | -12% | 7.1k | 46.24 |
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| Johnson & Johnson (JNJ) | 0.2 | $329k | 1.8k | 185.42 |
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| Bank of America Corporation (BAC) | 0.2 | $311k | -2% | 6.0k | 51.59 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $301k | 6.3k | 47.88 |
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| Electronic Arts (EA) | 0.2 | $293k | 1.5k | 201.70 |
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| Eli Lilly & Co. (LLY) | 0.2 | $285k | 374.00 | 763.00 |
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| Netflix (NFLX) | 0.2 | $279k | 233.00 | 1198.92 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $269k | 3.1k | 87.31 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $262k | 1.8k | 148.61 |
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| Workday Cl A (WDAY) | 0.2 | $259k | 1.1k | 240.73 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $258k | 785.00 | 328.17 |
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| Blackrock (BLK) | 0.2 | $253k | 217.00 | 1165.87 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.2 | $253k | 7.4k | 34.34 |
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| Fastenal Company (FAST) | 0.2 | $251k | 5.1k | 49.04 |
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| Regions Financial Corporation (RF) | 0.2 | $249k | 9.4k | 26.37 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $248k | 1.2k | 209.26 |
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| Lowe's Companies (LOW) | 0.1 | $242k | 962.00 | 251.31 |
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| Meta Platforms Cl A (META) | 0.1 | $232k | 316.00 | 734.38 |
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| CRH Ord (CRH) | 0.1 | $231k | NEW | 1.9k | 119.90 |
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| Ametek (AME) | 0.1 | $224k | 1.2k | 188.00 |
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| Pfizer (PFE) | 0.1 | $224k | 8.8k | 25.48 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $213k | NEW | 3.7k | 57.80 |
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| Walker & Dunlop (WD) | 0.1 | $213k | NEW | 2.5k | 83.62 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $213k | 985.00 | 215.79 |
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| Analog Devices (ADI) | 0.1 | $212k | -5% | 862.00 | 245.70 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $209k | NEW | 1.0k | 203.66 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $206k | -14% | 2.3k | 89.63 |
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| Spdr Series Trust S&p Bk Etf (KBE) | 0.1 | $204k | NEW | 3.4k | 59.42 |
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| O'reilly Automotive (ORLY) | 0.1 | $204k | NEW | 1.9k | 107.81 |
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Past Filings by Guerra Pan Advisors
SEC 13F filings are viewable for Guerra Pan Advisors going back to 2021
- Guerra Pan Advisors 2025 Q3 filed Nov. 12, 2025
- Guerra Pan Advisors 2025 Q2 filed Aug. 12, 2025
- Guerra Pan Advisors 2025 Q1 filed April 28, 2025
- Guerra Pan Advisors 2024 Q4 filed Jan. 21, 2025
- Guerra Pan Advisors 2024 Q3 filed Nov. 4, 2024
- Guerra Pan Advisors 2024 Q2 filed Aug. 13, 2024
- Guerra Pan Advisors 2024 Q1 filed May 13, 2024
- Guerra Pan Advisors 2023 Q4 filed Jan. 30, 2024
- Guerra Pan Advisors 2023 Q3 filed Nov. 9, 2023
- Guerra Pan Advisors 2023 Q2 filed Aug. 8, 2023
- Guerra Pan Advisors 2023 Q1 filed April 21, 2023
- Guerra Pan Advisors 2022 Q4 filed Feb. 14, 2023
- Guerra Pan Advisors 2022 Q3 filed Nov. 14, 2022
- Guerra Pan Advisors 2022 Q2 filed Aug. 11, 2022
- Guerra Pan Advisors 2022 Q1 filed May 11, 2022
- Guerra Pan Advisors 2021 Q4 filed Feb. 15, 2022