Guerra Pan Advisors, LLC Portfolio Holdings

Guerra Pan Advisors, LLC

  • $127 Billion
  • Q1 2025

Guerra Pan Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.61B, Ishares Msci Usa Min Vol Facto with a value of $6.25B, Schwab Strategic Tr Us Small C with a value of $5.19B, Broadcom Inc. with a value of $4.63B, and Alphabet Inc. with a value of $4.4B.

Examining the 13F form we can see an decrease of $10.7B in the current position value, from $138B to 127B.

Guerra Pan Advisors, LLC is based out at Montclair, NJ

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

Portfolio value $127 Billion
Technology: $38.3 Billion
ETFs: $38.2 Billion
Financial Services: $13.1 Billion
Industrials: $12.9 Billion
Communication Services: $9.24 Billion
Healthcare: $7.79 Billion
Consumer Cyclical: $3.45 Billion
Consumer Defensive: $1.39 Billion
Other: $554 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$7.61 Billion 5.97% of portfolio
70,210
Q1 2025 Reduced 0.28%
$117B
$4.63 Billion 3.63% of portfolio
27,634
Q1 2025 Added 12.4%
$1.14T
$4.4 Billion 3.45% of portfolio
28,424
Q1 2025 Reduced 0.13%
$853B
$4.38 Billion 3.44% of portfolio
17,871
Q1 2025 Reduced 0.03%
$103B
$4.28 Billion 3.36% of portfolio
12,153
Q1 2025 Added 3.43%
$3.41T
$3.75 Billion 2.94% of portfolio
16,891
Q1 2025 Reduced 0.12%
$1.17T
$3.32 Billion 2.6% of portfolio
21,250
Q4 2024 Added 4.81%
$3.8T
$3.25 Billion 2.55% of portfolio
8,670
Q1 2025 Reduced 0.22%
$86.8B
$2.65 Billion 2.08% of portfolio
10,439
Q1 2025 Reduced 0.51%
$622B
$2.51 Billion 1.97% of portfolio
4,719
Q1 2025 Added 1.48%
$575B
$2.47 Billion 1.93% of portfolio
7,036
Q2 2024 Added 2.91%
$137B
$2.23 Billion 1.75% of portfolio
13,084
Q1 2025 Added 11.63%
$85.9B
$2.11 Billion 1.65% of portfolio
1,522
Q1 2025 Added 0.07%
$286B
$2.02 Billion 1.59% of portfolio
3,054
Q1 2025 Added 3.6%
$2.34T
$1.85 Billion 1.45% of portfolio
9,745
Q1 2025 Added 0.23%
$194B
$1.79 Billion 1.4% of portfolio
2,245
Q1 2025 Reduced 0.84%
$216B
$1.49 Billion 1.17% of portfolio
4,513
Q1 2025 Added 1.48%
$264B
$1.46 Billion 1.15% of portfolio
5,449
Q1 2025 Reduced 0.07%
$158B
$1.38 Billion 1.08% of portfolio
6,508
Q1 2025 Added 13.1%
$121B
$1.38 Billion 1.08% of portfolio
3,087
Q3 2024 Added 0.39%
$35.9B
$1.24 Billion 0.97% of portfolio
28,435
Q1 2025 Reduced 0.16%
$27.9B
$1.18 Billion 0.92% of portfolio
5,169
Q1 2025 Reduced 0.29%
$182B
$1.11 Billion 0.87% of portfolio
2,236
Q1 2025 Reduced 1.15%
$41.3B
$1.01 Billion 0.8% of portfolio
5,113
Q1 2025 Reduced 0.2%
$201B
$1 Billion 0.79% of portfolio
11,154
Q1 2025 Reduced 2.98%
$90.2B
$983 Million 0.77% of portfolio
9,555
Q3 2024 Reduced 3.05%
$367B
$984 Million 0.77% of portfolio
5,774
Q3 2024 Added 2.32%
$26.2B
$896 Million 0.7% of portfolio
1,568
Q1 2025 Reduced 1.01%
$327B
$886 Million 0.7% of portfolio
4,231
Q1 2024 Reduced 0.84%
$213B
$856 Million 0.67% of portfolio
11,646
Q3 2024 Added 1.01%
$177B
$763 Million 0.6% of portfolio
4,246
Q3 2024 Reduced 0.05%
$0
$742 Million 0.58% of portfolio
39,565
Q1 2025 Added 9.28%
$171B
$731 Million 0.57% of portfolio
1,906
Q1 2025 Reduced 2.46%
$52.1B
$699 Million 0.55% of portfolio
3,377
Q4 2024 New
$139B
$686 Million 0.54% of portfolio
2,904
Q1 2025 Added 0.48%
$529B
$671 Million 0.53% of portfolio
1,225
Q3 2024 Added 1.74%
$318B
$647 Million 0.51% of portfolio
4,895
Q1 2025 Reduced 0.95%
$14.8B
$636 Million 0.5% of portfolio
5,911
Q4 2024 Added 33.25%
$26.2B
$583 Million 0.46% of portfolio
3,320
Q1 2024 Reduced 18.57%
$150B
$554 Million 0.43% of portfolio
7,815
Q1 2025 Reduced 0.51%
$75.6B
$518 Million 0.41% of portfolio
11,006
Q1 2025 Reduced 1.19%
$89.9B
$466 Million 0.37% of portfolio
1,416
Q1 2025 Reduced 1.39%
$10.9B
$473 Million 0.37% of portfolio
971
Q1 2024 Reduced 1.92%
$26.2B
$442 Million 0.35% of portfolio
10,857
Q1 2025 Reduced 0.49%
$181B
$429 Million 0.34% of portfolio
1,375
Q3 2023 Reduced 4.78%
$147B
$440 Million 0.34% of portfolio
1,181
Q2 2023 Reduced 1.25%
$60.3B
$414 Million 0.32% of portfolio
1,698
Q4 2024 Added 0.06%
$419B
$404 Million 0.32% of portfolio
427
Q2 2023 Added 2.4%
$238B
$378 Million 0.3% of portfolio
3,239
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $127 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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