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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$533B
$671 Million 0.53% of portfolio
1,225
Q3 2024 Added 1.74%
$320B
$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%
$0
$629 Million 0.49% of portfolio
7,752
Q3 2024 Added 6.6%
$26.6B
$583 Million 0.46% of portfolio
3,320
Q1 2024 Reduced 18.57%
$0
$552 Million 0.43% of portfolio
4,669
Q1 2024 Reduced 3.79%
$0
$551 Million 0.43% of portfolio
6,613
Q1 2025 Reduced 6.54%
$152B
$554 Million 0.43% of portfolio
7,815
Q1 2025 Reduced 0.51%
$69.5B
$518 Million 0.41% of portfolio
11,006
Q1 2025 Reduced 1.19%
$0
$524 Million 0.41% of portfolio
7,013
Q1 2024 Reduced 0.01%
$0
$495 Million 0.39% of portfolio
9,776
Q1 2024 Reduced 19.05%
$91.6B
$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%
$0
$461 Million 0.36% of portfolio
2,869
Q4 2024 Added 0.03%
$0
$440 Million 0.35% of portfolio
4,124
Q1 2025 Added 0.05%
$27.1B
$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%
$149B
$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%
$417B
$404 Million 0.32% of portfolio
427
Q2 2023 Added 2.4%
$237B
$378 Million 0.3% of portfolio
3,239
Q4 2021 New
$219B
$379 Million 0.3% of portfolio
2,859
Q2 2023 Reduced 5.61%
$0
$376 Million 0.3% of portfolio
2,203
Q1 2025 Reduced 14.45%
$0
$363 Million 0.29% of portfolio
8,148
Q4 2024 Reduced 0.21%
$253B
$370 Million 0.29% of portfolio
1,488
Q4 2023 Reduced 1.65%
$0
$354 Million 0.28% of portfolio
6,219
Q4 2024 New
Lam Research Corp
-
$349 Million 0.27% of portfolio
-
Q4 2024 New
$8.81B
$329 Million 0.26% of portfolio
6,624
Q1 2024 Reduced 2.06%
$0
$332 Million 0.26% of portfolio
3,862
Q1 2025 Reduced 18.2%
$383B
$309 Million 0.24% of portfolio
7,401
Q1 2024 Reduced 1.57%
$738B
$309 Million 0.24% of portfolio
374
Q3 2024 Added 2.47%
$439B
$295 Million 0.23% of portfolio
1,776
Q2 2024 Reduced 59.31%
Brookfield Corp
-
$293 Million 0.23% of portfolio
-
Q4 2024 New
$121B
$288 Million 0.23% of portfolio
594
Q1 2025 Reduced 1.49%
$102B
$288 Million 0.23% of portfolio
4,724
Q4 2024 New
$0
$290 Million 0.23% of portfolio
2,525
Q1 2025 Reduced 5.04%
$2.41B
$277 Million 0.22% of portfolio
3,240
Q1 2025 Reduced 2.64%
$250B
$286 Million 0.22% of portfolio
2,787
Q4 2023 Added 1.24%
Te Connectivity PLC
-
$266 Million 0.21% of portfolio
-
Q3 2024 New
$0
$251 Million 0.2% of portfolio
6,287
Q1 2024 Reduced 2.6%
$48.1B
$251 Million 0.2% of portfolio
1,076
Q3 2024 Reduced 8.5%
$0
$244 Million 0.19% of portfolio
1,218
Q3 2024 Added 4.37%
$45.7B
$243 Million 0.19% of portfolio
5,307
Q2 2024 New
$141B
$224 Million 0.18% of portfolio
962
Q4 2024 Added 19.21%
$121B
$231 Million 0.18% of portfolio
1,147
Q4 2023 New
$0
$232 Million 0.18% of portfolio
3,066
Q1 2024 Reduced 11.64%
$0
$216 Million 0.17% of portfolio
785
Q1 2025 Reduced 1.88%
$32.7B
$212 Million 0.17% of portfolio
2,930
Q4 2024 New
$141B
$223 Million 0.17% of portfolio
8,783
Q1 2024 Reduced 7.65%

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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