Guerra Pan Advisors, LLC Portfolio Holdings

Guerra Pan Advisors, LLC

  • $138 Billion
  • Q4 2024

Guerra Pan Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.46B, Ishares Msci Usa Min Vol Facto with a value of $6.04B, Schwab Strategic Tr Us Small C with a value of $5.83B, Broadcom Inc. with a value of $5.7B, and Alphabet Inc. with a value of $5.39B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $125B to 138B.

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 $138 Billion
Technology: $44.5 Billion
ETFs: $39.4 Billion
Industrials: $13.6 Billion
Financial Services: $12.4 Billion
Communication Services: $10.8 Billion
Healthcare: $7.67 Billion
Consumer Cyclical: $4.65 Billion
Consumer Defensive: $1.57 Billion
Other: $563 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$9.46 Billion 6.84% of portfolio
70,410
Q2 2024 Added 910.04%
$97.3B
$5.7 Billion 4.13% of portfolio
24,585
Q4 2024 Added 0.92%
$1.18T
$5.39 Billion 3.9% of portfolio
28,460
Q4 2024 Added 0.7%
$780B
$4.29 Billion 3.1% of portfolio
17,876
Q4 2024 Added 0.17%
$3.59T
$4.23 Billion 3.07% of portfolio
16,911
Q4 2024 Reduced 1.02%
$1.21T
$4.05 Billion 2.93% of portfolio
21,250
Q4 2024 Added 4.81%
$81.1B
$4.02 Billion 2.91% of portfolio
11,750
Q4 2024 Added 0.12%
$3.33T
$3.66 Billion 2.65% of portfolio
8,689
Q4 2024 Added 7.14%
$89B
$3.15 Billion 2.28% of portfolio
10,493
Q4 2024 Added 0.91%
$229B
$2.4 Billion 1.74% of portfolio
2,264
Q2 2024 Added 13.2%
$537B
$2.22 Billion 1.61% of portfolio
7,036
Q2 2024 Added 2.91%
$2.4T
$2.13 Billion 1.54% of portfolio
9,723
Q4 2024 Added 11.23%
$600B
$2.11 Billion 1.53% of portfolio
4,650
Q3 2024 Added 0.43%
$106B
$2.07 Billion 1.5% of portfolio
11,721
Q4 2024 Reduced 0.37%
$296B
$2.04 Billion 1.48% of portfolio
2,948
Q3 2024 Added 0.27%
$73.2B
$1.93 Billion 1.4% of portfolio
1,521
Q3 2024 Added 2.49%
$43.2B
$1.72 Billion 1.25% of portfolio
28,481
Q4 2024 Added 5.36%
$225B
$1.72 Billion 1.24% of portfolio
3,305
Q4 2024 Reduced 0.57%
$215B
$1.61 Billion 1.17% of portfolio
4,447
Q4 2024 Added 3.64%
$130B
$1.5 Billion 1.09% of portfolio
3,087
Q3 2024 Added 0.39%
$152B
$1.3 Billion 0.94% of portfolio
5,754
Q3 2024 Reduced 0.26%
$215B
$1.18 Billion 0.85% of portfolio
2,262
Q3 2024 Added 0.85%
$245B
$1.14 Billion 0.83% of portfolio
11,497
Q2 2024 Added 1.05%
$35.4B
$1.1 Billion 0.8% of portfolio
1,584
Q2 2024 Added 5.18%
$24.6B
$968 Million 0.7% of portfolio
5,184
Q2 2024 Added 1.67%
$394B
$968 Million 0.7% of portfolio
5,774
Q3 2024 Added 2.32%
$27.6B
$924 Million 0.67% of portfolio
5,123
Q3 2024 Reduced 3.28%
$203B
$869 Million 0.63% of portfolio
1,954
Q4 2024 Added 3.44%
$65.3B
$852 Million 0.62% of portfolio
9,555
Q3 2024 Reduced 3.05%
$1.6B
$822 Million 0.6% of portfolio
13,633
Q4 2024 Added 10.39%
$177B
$796 Million 0.58% of portfolio
4,246
Q3 2024 Reduced 0.05%
$16B
$775 Million 0.56% of portfolio
5,911
Q4 2024 Added 33.25%
$213B
$763 Million 0.55% of portfolio
11,646
Q3 2024 Added 1.01%
$302B
$752 Million 0.54% of portfolio
4,231
Q1 2024 Reduced 0.84%
$0
$752 Million 0.54% of portfolio
36,206
Q4 2024 Added 3.56%
$24.4B
$688 Million 0.5% of portfolio
10,911
Q4 2024 Reduced 0.51%
$153B
$659 Million 0.48% of portfolio
2,890
Q1 2024 Reduced 16.67%
$49.9B
$651 Million 0.47% of portfolio
3,377
Q4 2024 New
$510B
$645 Million 0.47% of portfolio
1,225
Q3 2024 Added 1.74%
$28B
$623 Million 0.45% of portfolio
3,320
Q1 2024 Reduced 18.57%
$77B
$593 Million 0.43% of portfolio
11,139
Q4 2024 Added 43.01%
$136B
$563 Million 0.41% of portfolio
7,855
Q1 2024 Reduced 7.36%
$70.3B
$478 Million 0.35% of portfolio
1,698
Q4 2024 Added 0.06%
$229B
$484 Million 0.35% of portfolio
1,375
Q3 2023 Reduced 4.78%
$9.92B
$452 Million 0.33% of portfolio
971
Q1 2024 Reduced 1.92%
$149B
$425 Million 0.31% of portfolio
1,181
Q2 2023 Reduced 1.25%
$228B
$419 Million 0.3% of portfolio
4,942
Q4 2024 Reduced 1.81%
$90B
$397 Million 0.29% of portfolio
1,436
Q2 2024 Added 4.36%
$233B
$407 Million 0.29% of portfolio
3,239
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $138 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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