GP
| |
GUERRA PAN ADVISORS, LLC13F | |
| GUERRA PAN ADVISORS, LLC | |
| Last update 2025-04-28 | 105 Stocks (0 new) |
| Value $127.00 Mil | Turnover 2 % |
GUERRA PAN ADVISORS, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 70,210 | 7,609.4 | -0.28% | 5.970 | -0.02% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
USMV | iShares MSCI USA Min Vol Factor ETF | 66,754 | 6,252.2 | -1.92% | 4.900 | -0.08% | 0.030 | +3.59% | +5.42% | 23,553.1 | ||
SCHA | Schwab U.S. Small-Cap ETF | 221,607 | 5,192.3 | -1.76% | 4.070 | -0.07% | 0.030 | +19.86% | +1.41% | 17,752.7 | ||
AVGO | Broadcom Inc | 27,634 | 4,626.8 | +12.40% | 3.630 | +0.40% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
GOOGL | Alphabet Inc | 28,424 | 4,395.5 | -0.13% | 3.450 | 0% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
JPM | JPMorgan Chase & Co | 17,871 | 4,383.8 | -0.03% | 3.440 | 0% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
CRWD | CrowdStrike Holdings Inc | 12,153 | 4,284.9 | +3.43% | 3.360 | +0.11% | 0.000 | +26.71% | +39.10% | 118,632.2 | Software | |
XLI | Industrial Select Sector SPDR | 30,055 | 3,939.3 | +15.57% | 3.090 | +0.42% | 0.020 | +21.25% | +15.65% | 22,420.0 | ||
AAPL | Apple Inc | 16,891 | 3,752.0 | -0.12% | 2.940 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 18,066 | 3,651.6 | -0.58% | 2.860 | -0.02% | 0.030 | +22.63% | +16.07% | 17,703.4 |
GUERRA PAN ADVISORS, LLC's Historical Top Holdings Breakdowns
GUERRA PAN ADVISORS, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMG | Chipotle Mexican Grill Inc | 2025-03-31 | Sold Out Sold Out | -0.60% | 47.79 ($54.38) 59.89 | $53.93 | -0.83% | Sold Out | 0 | -13,633 | |
XLI | Industrial Select Sector SPDR | 2025-03-31 | Add Add | +0.42% | 128.78 ($135.13) 141.67 | $151.46 | 12.08% | Add 15.57% | 30,055 | 4,048 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.40% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Add 12.4% | 27,634 | 3,049 | |
AIRR |
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
| 2025-03-31 | Add Add | +0.29% | 67.24 ($75.23) 84.27 | $85.00 | 12.99% | Add 75.4% | 12,506 | 5,376 | |
BA | Boeing Co | 2025-03-31 | Add Add | +0.18% | 148.15 ($173.09) 186.25 | $229.34 | 32.50% | Add 11.63% | 13,084 | 1,363 | |
TTD | The Trade Desk Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 53.59 ($90.47) 126.58 | $80.21 | -11.34% | Sold Out | 0 | -1,975 | |
NKE | Nike Inc | 2025-03-31 | Sold Out Sold Out | -0.16% | 63.29 ($73.61) 81.72 | $72.47 | -1.55% | Sold Out | 0 | -2,893 | |
ORCL | Oracle Corp | 2025-03-31 | Sold Out Sold Out | -0.16% | 139.81 ($162.81) 186.47 | $245.45 | 50.76% | Sold Out | 0 | -1,342 | |
MNST | Monster Beverage Corp | 2025-03-31 | Sold Out Sold Out | -0.15% | 46.16 ($52.12) 58.58 | $59.00 | 13.20% | Sold Out | 0 | -3,960 | |
XYZ | Block Inc | 2025-03-31 | Sold Out Sold Out | -0.15% | 54.04 ($74.64) 92.95 | $72.82 | -2.44% | Sold Out | 0 | -2,486 |
GUERRA PAN ADVISORS, LLC Total Holding History ($B)
GUERRA PAN ADVISORS, LLC's Asset Allocation
GUERRA PAN ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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GUERRA PAN ADVISORS, LLC's Hypothetical Growth since 2025-03-31
GUERRA PAN ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GUERRA PAN ADVISORS, LLC's Holdings Heat Map
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GUERRA PAN ADVISORS, LLC's Holdings Bubble Chart
GUERRA PAN ADVISORS, LLC News
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