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Guerra Advisors Inc

Portfolio Manager
Guerra Advisors Inc
Performance
+9.49% (2025 Q3)
AUM (13F)
$270.67M
# of Holdings
931
Performance Rank
Allocation (Top 20)
57.67%

Guerra Advisors Inc Holdings Map

Top 50 Guerra Advisors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
5.77%23.4K$15.6M
-3.36%(-816)
2024-Q4: 26.4K shares2025-Q1: 23.8K shares2025-Q2: 24.3K shares2025-Q3: 23.4K shares
$587.60(+17.48%)
2025-09-30
SCHG
SCHWAB STRATEGIC TR
5.08%430.9K$13.8M
-6.91%(-32.00K)
2024-Q4: 432.1K shares2025-Q1: 394.8K shares2025-Q2: 462.9K shares2025-Q3: 430.9K shares
$27.24(+21.49%)
2025-09-30
QQQ
INVESCO QQQ TR
4.87%21.9K$13.2M
-8.38%(-2.01K)
2024-Q4: 25.8K shares2025-Q1: 23.7K shares2025-Q2: 23.9K shares2025-Q3: 21.9K shares
$505.07(+23.53%)
2025-09-30
IYW
ISHARES TR
4.76%65.8K$12.9M
-9.00%(-6.51K)
2024-Q4: 80.9K shares2025-Q1: 74.6K shares2025-Q2: 72.3K shares2025-Q3: 65.8K shares
$157.96(+28.47%)
2025-09-30
FCOM
FIDELITY COVINGTON TRUST
3.9%148.6K$10.5M
+14.59%(+18.92K)
2024-Q4: 178.9K shares2025-Q1: 174.2K shares2025-Q2: 129.6K shares2025-Q3: 148.6K shares
$59.60(+23.15%)
2025-09-30
AAPL
APPLE INC
3.17%33.7K$8.6M
+46.77%(+10.73K)
2024-Q4: 16.3K shares2025-Q1: 18.9K shares2025-Q2: 22.9K shares2025-Q3: 33.7K shares
$227.79(+20.02%)
2025-09-30
XLC
SELECT SECTOR SPDR TR
2.99%68.5K$8.1M
+5.65%(+3.66K)
2024-Q4: 108.5K shares2025-Q1: 102.2K shares2025-Q2: 64.8K shares2025-Q3: 68.5K shares
$96.29(+22.52%)
2025-09-30
SMH
VANECK ETF TRUST
2.71%22.5K$7.3M
-12.97%(-3.35K)
2024-Q4: 26.2K shares2025-Q1: 26.9K shares2025-Q2: 25.8K shares2025-Q3: 22.5K shares
$247.33(+47.92%)
2025-09-30
NVDA
NVIDIA CORPORATION
2.69%39.0K$7.3M
+11.43%(+4.00K)
2024-Q4: 19.4K shares2025-Q1: 25.6K shares2025-Q2: 35.0K shares2025-Q3: 39.0K shares
$135.22(+40.90%)
2025-09-30
VONG
VANGUARD SCOTTSDALE FDS
2.57%57.8K$7.0M
+98.11%(+28.64K)
2024-Q4: 42.7K shares2025-Q1: 42.4K shares2025-Q2: 29.2K shares2025-Q3: 57.8K shares
$108.15(+14.31%)
2025-09-30

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