Guerra Pan Advisors, LLC Purchases in Q3 2024

Guerra Pan Advisors, LLC

  • $125 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.2K
+ 15.44%
$46.9 - $51.96 $573K - $635K
91.4K $4.71B
GOOG
Alphabet Inc.

Communication Services
5.61K
+ 38.24%
$149.54 - $192.66 $839K - $1.08M
20.3K $3.39B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
667
+ 0.99%
$83.76 - $91.82 $55.9K - $61.2K
68.3K $6.24B
XLI
Industrial Sector Spdr

ETFs
932
+ 4.3%
$120.56 - $135.44 $112K - $126K
22.6K $3.06B
LMT
Lockheed Martin Corp

Industrials
12
+ 0.39%
$460.3 - $584.56 $5.52K - $7.01K
3.09K $1.8B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.81K
+ 49.58%
$127.29 - $141.5 $230K - $256K
5.46K $761M
AVGO
Broadcom Inc.

Technology
21.9K
+ 900.0%
$136.27 - $1745.86 $2.99M - $38.3M
24.4K $4.2B
Te Connectivity PLC
1.88K
New
N/A
1.88K $284M
TDG
Trans Digm Group Inc

Industrials
37
+ 2.49%
$1202.03 - $1427.41 $44.5K - $52.8K
1.52K $2.17B
CAT
Caterpillar Inc

Industrials
24
+ 0.56%
$316.8 - $391.12 $7.6K - $9.39K
4.29K $1.68B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 8.95%
$92.63 - $105.69 $155K - $177K
20.4K $2.12B
ORCL
Oracle Corp

Technology
1.34K
New
$125.9 - $170.35 $169K - $229K
1.34K $229M
RF
Regions Financial Corp

Financial Services
9.44K
New
$19.51 - $23.42 $184K - $221K
9.44K $220M
LOW
Lowes Companies Inc

Consumer Cyclical
807
New
$213.3 - $270.78 $172K - $219K
807 $219M
TTD
Trade Desk, Inc.

Technology
1.98K
New
$83.08 - $110.79 $164K - $219K
1.98K $217M
BLK
Black Rock Inc.

Financial Services
217
New
$782.27 - $949.51 $170K - $206K
217 $206M
AME
Ametek Inc

Industrials
1.19K
New
$152.74 - $176.01 $182K - $210K
1.19K $205M
JPM
Jpmorgan Chase & CO

Financial Services
78
+ 0.44%
$194.9 - $224.8 $15.2K - $17.5K
17.8K $3.76B
ISRG
Intuitive Surgical Inc

Healthcare
19
+ 0.85%
$416.14 - $494.01 $7.91K - $9.39K
2.26K $1.11B
DVY
Ishares Tr

ETFs
171
+ 3.04%
$119.99 - $135.74 $20.5K - $23.2K
5.8K $784M
IJK
Ishares S&P Midcap 400 Growth

ETFs
891
+ 18.74%
$84.81 - $93.54 $75.6K - $83.3K
5.65K $519M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
480
+ 6.6%
$90.87 - $102.43 $43.6K - $49.2K
7.75K $766M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
3.28K
+ 10.35%
$17.76 - $20.23 $58.2K - $66.3K
35K $707M
MA
Mastercard Inc

Financial Services
21
+ 1.74%
$429.6 - $500.99 $9.02K - $10.5K
1.23K $605M
PG
Procter & Gamble CO

Consumer Defensive
131
+ 2.32%
$160.76 - $177.82 $21.1K - $23.3K
5.77K $1B
IGV
Ishares Expanded Tech Software

ETFs
54
+ 0.25%
$77.94 - $89.37 $4.21K - $4.83K
21.3K $1.9B
VLUE
Ishares Msci Usa Value Factor

ETFs
2
+ 0.05%
$99.14 - $109.18 $198 - $218
4.12K $449M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
39
+ 6.91%
$460.0 - $505.78 $17.9K - $19.7K
603 $280M
AZN
Astrazeneca PLC

Healthcare
117
+ 1.01%
$76.67 - $87.62 $8.97K - $10.3K
11.6K $907M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
51
+ 4.37%
$201.42 - $273.98 $10.3K - $14K
1.22K $293M
LLY
Eli Lilly & CO

Healthcare
9
+ 2.47%
$772.14 - $960.02 $6.95K - $8.64K
374 $331M
MSFT
Microsoft Corp

Technology
31
+ 0.38%
$395.15 - $467.56 $12.2K - $14.5K
8.11K $3.49B
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 3.99%
$148.65 - $191.18 $161K - $207K
28.3K $4.69B
ASML
Asml Holding Nv

Technology
8
+ 0.27%
$749.82 - $1098.95 $6K - $8.79K
2.95K $2.46B
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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