Guerra Advisors Inc Portfolio Holdings

Guerra Advisors Inc

  • $212 Billion
  • Q2 2025

Guerra Advisors Inc has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $212 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15B, Schwab Strategic Tr Us Large C with a value of $13.5B, Invesco Qqq Trust, Series 1 with a value of $13.2B, Ishares Dj Us Tech ETF with a value of $12.5B, and Fidelity Covington Tr Msci Com with a value of $8.4B.

Examining the 13F form we can see an increase of $32.9B in the current position value, from $179B to 212B.

Guerra Advisors Inc is based out at Miami, FL

Below you can find more details about Guerra Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $212 Billion
ETFs: $132 Billion
Technology: $24 Billion
Communication Services: $11.3 Billion
Financial Services: $11.3 Billion
Consumer Cyclical: $8.96 Billion
Consumer Defensive: $7.27 Billion
Healthcare: $4.77 Billion
Energy: $2.73 Billion
Other: $4.77 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $212 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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