Guerra Pan Advisors, LLC Portfolio Holdings

Guerra Pan Advisors, LLC

  • $125 Billion
  • Q3 2024

Guerra Pan Advisors, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.55B, Ishares Msci Usa Min Vol Facto with a value of $6.24B, Schwab Strategic Tr Us Small C with a value of $4.71B, Alphabet Inc. with a value of $4.69B, and Broadcom Inc. with a value of $4.2B.

Examining the 13F form we can see an increase of $5.54B in the current position value, from $119B to 125B.

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 $125 Billion
Technology: $42.1 Billion
ETFs: $34.5 Billion
Industrials: $13.1 Billion
Financial Services: $11.1 Billion
Communication Services: $9.55 Billion
Healthcare: $8.52 Billion
Consumer Cyclical: $3.7 Billion
Consumer Defensive: $1.59 Billion
Other: $664 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$707 Million 0.57% of portfolio
34,961
Q3 2024 Added 10.35%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $125 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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