Institutions / Guerra Advisors Inc
Guerra Advisors Inc
CIK 2055363 · Institution · as of Sep 30, 2025
Portfolio value
$270.67M
Positions
918
As of
Sep 30, 2025
Portfolio trend
Portfolio value
$270.67M+27.9%Positions
918+1175.0%Top holdings
Sep 30, 2025View all 918 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TrSPY | $15.62M | 5.8% |
| Schwab Strategic TrSCHG | $13.75M | 5.1% |
| Invesco Qqq TrQQQ | $13.17M | 4.9% |
| iShares TrIYW | $12.89M | 4.8% |
| Fidelity Covington TrustFCOM | $10.54M | 3.9% |
| Apple IncAAPL | $8.58M | 3.2% |
| Select Sector SPDR TrXLC | $8.10M | 3.0% |
| VanEck ETF TrustSMH | $7.34M | 2.7% |
| Nvidia CorpNVDA | $7.28M | 2.7% |
| Vanguard Scottsdale FdsVONG | $6.97M | 2.6% |
| Microsoft CorpMSFT | $6.62M | 2.4% |
| Vanguard Index FdsVTI | $6.44M | 2.4% |
| JPMorgan Chase & CoJPM | $5.49M | 2.0% |
| Select Sector SPDR TrXLF | $5.30M | 2.0% |
| Alphabet Inc.GOOG | $5.18M | 1.9% |
| BlackRock ETF Trust | $5.03M | 1.9% |
| Select Sector SPDR TrXLI | $5.03M | 1.9% |
| Amazon Com IncAMZN | $4.74M | 1.8% |
| Vanguard Index FdsVTV | $4.19M | 1.5% |
| Oracle CorpORCL | $3.85M | 1.4% |
| T-Mobile US, Inc.TMUS | $3.84M | 1.4% |
| Broadcom Inc.AVGO | $3.74M | 1.4% |
| iShares TrITA | $3.69M | 1.4% |
| Costco Wholesale Corp /NewCOST | $3.52M | 1.3% |
| Facebook IncFB | $3.49M | 1.3% |
Activity
Sep 30, 2025View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | New Other (per filing) | VTV Vtv | $8.31M | +47K | 46,993 3.07% of portfolio | medium |
| Q3 2025 as of | Trim Other (per filing) | FDL Fdl | $-7.08M | -163K -83.06% | 33,264 0.53% of portfolio | medium |
| Q1 2025 as of | New Other (per filing) | VDC Vdc | $6.84M | +31K | 31,275 2.53% of portfolio | medium |
| Q1 2025 as of | Trim Other (per filing) | XMMO Xmmo | $-6.65M |