13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910386
Total reported value
$179.2M
$179.2M
101 檔
12.8%
At the close of Q1 2024, Guerra Pan Advisors, LLC disclosed equity holdings valued at approximately $179.2M, spread across 101 reported holdings.
During Q1 2024, Guerra Pan Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.82% | +0.30% | +0.58% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.17% | -0.64% | -8.69% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.60% | +0.01% | -10.92% | |
| 4 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.50% | +1.75% | -4.08% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.16% | +0.78% | -0.52% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.11% | -0.31% | -9.86% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.37% | -10.50% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.99% | -0.31% | -0.25% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.71% | -0.21% | -35.96% | |
| 10 | ASML | ASML Holding N.V. | Stock-Tech | 2.62% | +0.36% | -5.91% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.46% | +0.34% | +248.04% | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 2.28% | -0.19% | -6.93% | |
| 13 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.19% | +0.20% | +0.53% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.16% | +0.04% | +6.40% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | +0.34% | -17.27% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.79% | -0.14% | -10.57% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | -0.23% | — | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.67% | +0.02% | +398.61% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.58% | — | -27.14% | |
| 20 | TDG | Transdigm Group Inc | Stock-Industrials | 1.52% | -0.11% | -5.05% | |
| 21 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.47% | +0.01% | -1.61% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.30% | +4.48% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.41% | -0.20% | +1.88% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.40% | -0.01% | +5.70% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.39% | -0.03% | +1.00% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.41% | -6.03% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.20% | -11.29% | |
| 28 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.20% | +0.22% | -3.21% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.10% | +18.34% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.10% | -0.90% | EXIT | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.44% | +19.35% | |
| 32 | ZS | Zscaler Inc | Stock-Tech | 0.95% | -0.14% | -6.62% | |
| 33 | NTES | Netease Inc-adr | Stock-Comm Services | 0.94% | -0.09% | -10.20% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.88% | — | -0.74% | |
| 35 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.87% | +0.10% | -3.68% | |
| 36 | HUBS | Hubspot Inc | Stock-Tech | 0.87% | -0.07% | -0.99% | |
| 37 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.77% | -0.13% | — | |
| 38 | ON | On Semiconductor | Stock-Tech | 0.75% | +0.16% | -1.53% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.72% | -0.06% | +0.86% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.16% | -0.84% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.70% | — | -0.27% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.69% | — | -28.37% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | — | -15.09% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | -0.09% | -16.67% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.64% | -0.04% | -3.25% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.03% | — | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.64% | +0.06% | -2.36% | |
| 48 | ANETEUR | Arista Networks Inc | Stock-Other | 0.64% | — | +2.76% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.04% | -1.84% | |
| 50 | DOV | Dover CORP | Stock-Industrials | 0.54% | -0.16% | -18.57% |
According to official SEC Form 13F filings, Guerra Pan Advisors, LLC reported a total U.S. public equity portfolio value of $179.2M across 101 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, USMV, GOOGL) accounted for 12.8% of total reported equity market value during Q1 2024.
During Q1 2024, Guerra Pan Advisors, LLC's top holdings by market value included NVDA (5.8%)、USMV (5.2%)、GOOGL (3.6%). The largest single position, NVDA, represented 5.8% of total portfolio value.
In Q1 2024, Guerra Pan Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.