Guerra Advisors Inc Portfolio Holdings

Guerra Advisors Inc

  • $179 Billion
  • Q1 2025

Guerra Advisors Inc has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 62 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 $13.3B, Invesco Qqq Trust, Series 1 with a value of $11.1B, Ishares Dj Us Tech ETF with a value of $10.5B, Schwab Strategic Tr Us Large C with a value of $9.89B, and Select Sector Spdr Tr Communic with a value of $9.85B.

Examining the 13F form we can see an decrease of $1.68B in the current position value, from $180B to 179B.

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 $179 Billion
ETFs: $120 Billion
Technology: $15.2 Billion
Financial Services: $8.31 Billion
Communication Services: $8.17 Billion
Consumer Cyclical: $6.38 Billion
Consumer Defensive: $5.86 Billion
Healthcare: $4.11 Billion
Utilities: $3.75 Billion
Other: $4.15 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$3.75 Billion 2.1% of portfolio
52,918
Q1 2025 Added 38.03%
$81.3B
$1.51 Billion 0.85% of portfolio
9,035
Q1 2025 Added 11.19%
$123B
$1.15 Billion 0.64% of portfolio
2,095
Q1 2025 Reduced 1.97%
$96.4B
$1.08 Billion 0.61% of portfolio
4,675
Q1 2025 Added 87.75%
$46B
$655 Million 0.37% of portfolio
4,957
Q1 2025 Reduced 31.87%
$189B
$624 Million 0.35% of portfolio
4,708
Q1 2025 Added 5.99%
$96.5B
$585 Million 0.33% of portfolio
4,184
Q1 2025 Reduced 18.71%
$79.3B
$525 Million 0.29% of portfolio
8,041
Q1 2025 Added 10.0%
$29.5B
$467 Million 0.26% of portfolio
804
Q1 2025 Added 24.65%
$21.8B
$470 Million 0.26% of portfolio
24,047
Q1 2025 Reduced 0.64%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $179 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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