Guerra Advisors Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Guerra Advisors Inc reported 60 stock positions worth $180.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.3%) and iShares Ustechnology ETF (IYW, 7.2%).
- Most Recent 13F
- Q3 2025
- Location
- MIAMI, FL
- CIK
- 0002055363
- Portfolio Value
- $180.4M (Q4 2024)
- SEC Filing
- 0001667731-25-000268 ↗ filed Feb 14, 2025
Holdings Value
Holdings 60 stocks · $180.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.59% | 26,447 | $15.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 7.30% | 25,772 | $13.2M | — |
| IYW iShares Ustechnology ETF | 7.16% | 80,914 | $12.9M | — |
| SCHG Schwab US Large-Cap Growth | 6.68% | 432,053 | $12.0M | — |
| XLC SS Comm Select Sector SPDR | 5.82% | 108,491 | $10.5M | — |
| FCOM Fidelity MSCI Comm Serv Indx | 5.82% | 178,861 | $10.5M | — |
| XLF SS Financial Select Sector | 5.63% | 210,051 | $10.2M | — |
| FDIS Fidelity MSCI Cons Discr Ind | 5.50% | 101,751 | $9.9M | — |
| XMMO Invesco S&P Midcap Momentum | 4.19% | 61,232 | $7.6M | — |
| SMH Vaneck Semiconductor ETF | 3.52% | 26,187 | $6.3M | — |
| XSMO Invesco S&P Smallcap Momentu | 2.73% | 74,548 | $4.9M | — |
| VONG Vanguard Russell 1000 Growth | 2.44% | 42,669 | $4.4M | — |
| AAPL Apple Inc. | 2.27% | 16,320 | $4.1M | — |
| MSFT Microsoft Corp. | 1.64% | 7,013 | $3.0M | — |
| NEE Nextera Energy Inc. | 1.52% | 38,338 | $2.7M | — |
| PTF Invesco Dorsey Wright Tech | 1.50% | 37,385 | $2.7M | — |
| VPU Vanguard Utilities ETF | 1.50% | 16,581 | $2.7M | — |
| VGT Vanguard Info Tech ETF | 1.50% | 4,340 | $2.7M | — |
| NVDA Nvidia Corp. | 1.45% | 19,444 | $2.6M | — |
| AMZN Amazon.com Inc. | 1.24% | 10,185 | $2.2M | — |
| GOOGL Alphabet Inc. Class A | 1.16% | 11,068 | $2.1M | — |
| JPM JPMorgan Chase & Co. | 1.06% | 8,005 | $1.9M | — |
| AVGO Broadcom Inc. | 1.04% | 8,126 | $1.9M | — |
| HD Home Depot Inc. | 1.04% | 4,830 | $1.9M | — |
| TSLA Tesla Inc. | 1.00% | 4,474 | $1.8M | — |
| COST Costco Wholesale Corp. | 0.87% | 1,706 | $1.6M | — |
| ABBV Abbvie Inc. | 0.83% | 8,439 | $1.5M | — |
| MA Mastercard Inc. Class A | 0.82% | 2,795 | $1.5M | — |
| KO The Coca-Cola Co. | 0.80% | 23,236 | $1.4M | — |
| ORCL Oracle Corp. | 0.79% | 8,575 | $1.4M | — |
| META Meta Platforms Inc. Class A | 0.78% | 2,415 | $1.4M | — |
| TMUS T-Mobile US Inc. | 0.78% | 6,363 | $1.4M | — |
| WFC Wells Fargo & Co. | 0.76% | 19,639 | $1.4M | — |
| LLY Eli Lilly & Co. | 0.69% | 1,606 | $1.2M | — |
| FBCG Fidelity Blue Chip Grow ETF | 0.68% | 26,701 | $1.2M | — |
| BLK BlackRock Inc. | 0.63% | 1,112 | $1.1M | — |
| WMT Walmart Inc. | 0.58% | 11,617 | $1.0M | — |
| V Visa Inc. Class A | 0.58% | 3,300 | $1.0M | — |
| SPOT Spotify Technology SA | 0.53% | 2,137 | $956K | — |
| NFLX Netflix Inc. | 0.50% | 1,011 | $901K | — |
| VLO Valero Energy Corp. | 0.49% | 7,276 | $892K | — |
| BX Blackstone Inc. | 0.49% | 5,147 | $888K | — |
| SMCI Super Micro Computer Inc. | 0.40% | 23,461 | $715K | — |
| PYPL PayPal Holdings Inc. | 0.35% | 7,310 | $624K | — |
| CCL Carnival Corp. | 0.33% | 24,201 | $603K | — |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,058 | $570K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,212 | $549K | — |
| CRM Salesforce Inc. | 0.30% | 1,641 | $549K | — |
| UNH Unitedhealth Group Inc. | 0.30% | 1,062 | $537K | — |
| XOM Exxon Mobil Corp. | 0.30% | 4,972 | $535K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 2,634 | $520K | — |
| RTX RTX Corp. | 0.28% | 4,442 | $514K | — |
| IWY iShares Russell Top 200 Grow | 0.28% | 2,154 | $507K | — |
| WM Waste Management Inc. | 0.28% | 2,490 | $502K | — |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 6,535 | $494K | — |
| SOFI Sofi Technologies Inc. | 0.25% | 28,915 | $445K | — |
| LEN Lennar Corp. Class A | 0.24% | 3,220 | $439K | — |
| MPWR Monolithic Power Systems Inc. | 0.21% | 645 | $382K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 497 | $345K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.17% | 3,480 | $306K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.