GA
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Guerra Advisors Inc13F | |
| Guerra Advisors Inc | |
| Last update 2025-04-25 | 62 Stocks (8 new) |
| Value $179.00 Mil | Turnover 22 % |
Guerra Advisors Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 23,763 | 13,292.7 | -10.15% | 7.440 | -0.87% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
QQQ | INVESCO QQQ Trust | 23,735 | 11,129.8 | -7.90% | 6.230 | -0.58% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
IYW | iShares U.S. Technology ETF | 74,605 | 10,477.6 | -7.80% | 5.860 | -0.56% | 0.060 | +36.16% | +12.15% | 22,366.6 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 394,845 | 9,886.9 | -8.61% | 5.530 | -0.58% | 0.030 | +25.66% | +6.92% | 45,305.9 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 102,168 | 9,854.1 | -5.83% | 5.510 | -0.34% | 0.050 | +18.00% | +10.28% | 23,547.6 | ||
FCOM |
Fidelity MSCI Communication Services Index ETF
Fidelity MSCI Communication Services Index ETF
| 174,231 | 9,802.2 | -2.59% | 5.490 | -0.15% | 0.670 | +22.95% | +10.50% | 1,633.9 | ||
XLF | Financial Select Sector SPDR | 148,623 | 7,402.9 | -29.24% | 4.140 | -1.65% | 0.010 | +13.01% | +9.48% | 51,226.3 | ||
VDC | Vanguard Consumer Staples ETF | 31,275 | 6,843.7 | New Holding | 3.830 | +3.83% | 0.090 | -0.22% | +4.58% | 7,669.5 | ||
XLV | Health Care Select Sector SPDR | 39,311 | 5,739.8 | New Holding | 3.210 | +3.21% | 0.020 | -2.23% | -3.34% | 33,140.0 | ||
SMH | VanEck Vectors Semiconductor ETF | 26,877 | 5,683.7 | +2.63% | 3.180 | +0.08% | 0.030 | +50.79% | +19.88% | 27,838.6 |
Guerra Advisors Inc's Historical Top Holdings Breakdowns
Guerra Advisors Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XMMO | Invesco S&P MidCap Momentum ETF | 2025-03-31 | Reduce Reduce | -4.00% | 110.9 ($123.2) 132.93 | $131.16 | 6.46% | Reduce -95.54% | 2,728 | -58,504 | |
FDIS |
Fidelity MSCI Consumer Discretionary Index ETF
Fidelity MSCI Consumer Discretionary Index ETF
| 2025-03-31 | Reduce Reduce | -3.85% | 82.77 ($94.05) 101.84 | $96.09 | 2.17% | Reduce -70.03% | 30,498 | -71,253 | |
VDC | Vanguard Consumer Staples ETF | 2025-03-31 | New Buy New Buy | +3.83% | 206.54 ($216.07) 226.16 | $218.61 | 1.18% | New holding | 31,275 | 31,275 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | New Buy New Buy | +3.21% | 137.61 ($145.27) 149.68 | $131.84 | -9.24% | New holding | 39,311 | 39,311 | |
XSMO | Invesco S&P SmallCap Momentum ETF | 2025-03-31 | Sold Out Sold Out | -2.73% | 59.97 ($65.77) 70.03 | $68.42 | 4.03% | Sold Out | 0 | -74,548 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-03-31 | New Buy New Buy | +2.70% | 39.71 ($42.26) 43.88 | $42.42 | 0.38% | New holding | 111,176 | 111,176 | |
VFH | Vanguard Financials ETF | 2025-03-31 | New Buy New Buy | +2.60% | 114.07 ($121.84) 127.34 | $128.47 | 5.44% | New holding | 38,944 | 38,944 | |
FENY | Fidelity MSCI Energy Index ETF | 2025-03-31 | New Buy New Buy | +2.27% | 23.46 ($24.87) 26.16 | $23.79 | -4.34% | New holding | 158,585 | 158,585 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -1.65% | 47.32 ($50.16) 52.19 | $52.54 | 4.74% | Reduce -29.24% | 148,623 | -61,428 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.87% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -10.15% | 23,763 | -2,684 |
Guerra Advisors Inc Total Holding History ($B)
Guerra Advisors Inc's Asset Allocation
Guerra Advisors Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Guerra Advisors Inc's Hypothetical Growth since 2025-03-31
Guerra Advisors Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Guerra Advisors Inc's Holdings Heat Map
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Guerra Advisors Inc's Holdings Bubble Chart
Guerra Advisors Inc News
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