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CIK: 0001910386
Total reported value
$179.2M
$179.2M
112 檔
18.1%
At the close of Q4 2024, Guerra Pan Advisors, LLC disclosed equity holdings valued at approximately $179.2M, spread across 112 reported holdings.
During Q4 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 | 6.84% | +0.30% | — | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.37% | -0.64% | -0.37% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.22% | +0.34% | +146.86% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.13% | -0.31% | +0.92% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.90% | +0.01% | +0.70% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.10% | -0.31% | +0.17% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.07% | -0.21% | -1.02% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.93% | +0.34% | +4.81% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.91% | +1.75% | +0.12% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.72% | +0.78% | -0.04% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.37% | +7.14% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.50% | -0.01% | +506.54% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.48% | +0.04% | +15.11% | |
| 14 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.28% | +0.20% | +0.91% | |
| 15 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.83% | +0.02% | +18.83% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.74% | -0.20% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | -0.23% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.10% | +11.23% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | -0.30% | — | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 1.50% | -0.19% | -0.37% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.48% | +0.36% | — | |
| 22 | ANET | Arista Networks Inc | Stock-Tech | 1.40% | +0.23% | — | |
| 23 | TDG | Transdigm Group Inc | Stock-Industrials | 1.40% | -0.11% | — | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.37% | +0.01% | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.32% | -0.20% | — | |
| 26 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.25% | +0.22% | +5.36% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.24% | -0.14% | -0.57% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | +0.44% | +3.64% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.41% | — | |
| 30 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.96% | +0.10% | +29.28% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | -0.90% | EXIT | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.85% | -0.13% | — | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.03% | — | |
| 34 | HUBS | Hubspot Inc | Stock-Tech | 0.80% | -0.07% | — | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.70% | +0.06% | +31.24% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.04% | — | |
| 37 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.70% | -0.13% | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.69% | -0.04% | +25.40% | |
| 39 | ZS | Zscaler Inc | Stock-Tech | 0.67% | -0.14% | — | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.63% | — | +3.44% | |
| 41 | NTES | Netease Inc-adr | Stock-Comm Services | 0.62% | -0.09% | — | |
| 42 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.60% | — | +10.39% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | — | — | |
| 44 | XPO | Xpo Inc | Stock-Industrials | 0.56% | -0.04% | +33.25% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.55% | — | — | |
| 46 | EOI | Eaton Vance Enhanced Eq Incm | Stock-Other | 0.54% | -0.03% | +3.56% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.16% | — | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | — | — | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.52% | -0.06% | -8.80% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.51% | +0.06% | — |
According to official SEC Form 13F filings, Guerra Pan Advisors, LLC reported a total U.S. public equity portfolio value of $179.2M across 112 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, USMV, SCHA) accounted for 18.1% of total reported equity market value during Q4 2024.
During Q4 2024, Guerra Pan Advisors, LLC's top holdings by market value included NVDA (6.8%)、USMV (4.4%)、SCHA (4.2%). The largest single position, NVDA, represented 6.8% of total portfolio value.
In Q4 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.
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