Guerra Advisors Inc Top Holdings and 13F Report (2025) About Guerra Advisors IncInvestment ActivityGuerra Advisors Inc has $178.69 million in total holdings as of March 31, 2025.Guerra Advisors Inc owns shares of 62 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 21.86% of the portfolio was purchased this quarter.About 16.51% of the portfolio was sold this quarter.This quarter, Guerra Advisors Inc has purchased 60 new stocks and bought additional shares in 34 stocks.Guerra Advisors Inc sold shares of 19 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,292,740Invesco QQQ $11,129,844iShares U.S. Technology ETF $10,477,564Schwab U.S. Large-Cap Growth ETF $9,886,926Communication Services Select Sector SPDR Fund $9,854,075 Largest New Holdings this Quarter 92204A207 - Vanguard Consumer Staples ETF $6,843,670 Holding81369Y209 - Health Care Select Sector SPDR Fund $5,739,788 Holding336917109 - First Trust Morningstar Dividend Leaders Index $4,829,485 Holding92204A405 - Vanguard Financials ETF $4,652,698 Holding316092402 - Fidelity MSCI Energy Index ETF $4,051,837 Holding Largest Purchases this Quarter Vanguard Consumer Staples ETF 31,275 shares (about $6.84M)Health Care Select Sector SPDR Fund 39,311 shares (about $5.74M)First Trust Morningstar Dividend Leaders Index 111,176 shares (about $4.83M)Vanguard Financials ETF 38,944 shares (about $4.65M)Fidelity MSCI Energy Index ETF 158,585 shares (about $4.05M) Largest Sales this Quarter Invesco S&P MidCap Momentum ETF 58,504 shares (about $6.65M)Fidelity MSCI Consumer Discretionary Index ETF 71,253 shares (about $6.02M)Financial Select Sector SPDR Fund 61,428 shares (about $3.06M)SPDR S&P 500 ETF Trust 2,684 shares (about $1.50M)Invesco QQQ 2,037 shares (about $955.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuerra Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,292,740$1,501,398 ▼-10.1%23,7637.4%FinanceQQQInvesco QQQ$11,129,844$955,192 ▼-7.9%23,7356.2%FinanceIYWiShares U.S. Technology ETF$10,477,564$886,039 ▼-7.8%74,6055.9%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$9,886,926$931,689 ▼-8.6%394,8455.5%ETFXLCCommunication Services Select Sector SPDR Fund$9,854,075$609,852 ▼-5.8%102,1685.5%ETFFCOMFidelity MSCI Communication Services Index ETF$9,802,227$260,484 ▼-2.6%174,2315.5%ETFXLFFinancial Select Sector SPDR Fund$7,402,916$3,059,730 ▼-29.2%148,6234.1%ETFVDCVanguard Consumer Staples ETF$6,843,670$6,843,670 ▲New Holding31,2753.8%ETFXLVHealth Care Select Sector SPDR Fund$5,739,788$5,739,788 ▲New Holding39,3113.2%ETFSMHVanEck Semiconductor ETF$5,683,701$145,915 ▲2.6%26,8773.2%ManufacturingFDLFirst Trust Morningstar Dividend Leaders Index$4,829,485$4,829,485 ▲New Holding111,1762.7%ETFVFHVanguard Financials ETF$4,652,698$4,652,698 ▲New Holding38,9442.6%ETFAAPLApple$4,200,492$575,319 ▲15.9%18,9102.4%Computer and TechnologyFENYFidelity MSCI Energy Index ETF$4,051,837$4,051,837 ▲New Holding158,5852.3%ETFVONGVanguard Russell 1000 Growth ETF$3,932,879$26,352 ▼-0.7%42,3852.2%ETFNEENextEra Energy$3,751,392$1,033,586 ▲38.0%52,9182.1%UtilitiesMSFTMicrosoft$3,210,700$578,099 ▲22.0%8,5531.8%Computer and TechnologyNVDANVIDIA$2,770,714$663,389 ▲31.5%25,5651.6%Computer and TechnologyVPUVanguard Utilities ETF$2,693,530$138,699 ▼-4.9%15,7691.5%ETFJPMJPMorgan Chase & Co.$2,668,090$704,492 ▲35.9%10,8771.5%FinanceFDISFidelity MSCI Consumer Discretionary Index ETF$2,577,394$6,021,610 ▼-70.0%30,4981.4%ETFPTFInvesco Dorsey Wright Technology Momentum ETF$2,465,825$261,606 ▲11.9%41,8221.4%ETFAMZNAmazon.com$2,367,955$430,174 ▲22.2%12,4461.3%Retail/WholesaleVGTVanguard Information Technology ETF$2,336,197$17,900 ▼-0.8%4,3071.3%ETFTMUST-Mobile US$2,226,002$528,896 ▲31.2%8,3461.2%Computer and TechnologyHDHome Depot$2,206,153$436,100 ▲24.6%6,0201.2%Retail/WholesaleGOOGLAlphabet$2,146,566$435,004 ▲25.4%13,8811.2%Computer and TechnologyWMTWalmart$2,126,380$1,106,515 ▲108.5%24,2211.2%Retail/WholesaleCOSTCostco Wholesale$1,980,535$366,976 ▲22.7%2,0941.1%Retail/WholesaleLLYEli Lilly and Company$1,800,533$474,085 ▲35.7%2,1801.0%MedicalXOMExxon Mobil$1,793,316$1,202,006 ▲203.3%15,0791.0%EnergyABBVAbbVie$1,782,816$14,666 ▲0.8%8,5091.0%MedicalMAMastercard$1,730,019$197,889 ▲12.9%3,1561.0%Business ServicesWFCWells Fargo & Company$1,601,677$191,819 ▲13.6%22,3110.9%FinanceMETAMeta Platforms$1,594,209$202,302 ▲14.5%2,7660.9%Computer and TechnologyAVGOBroadcom$1,512,672$152,188 ▲11.2%9,0350.8%Computer and TechnologyORCLOracle$1,511,573$312,744 ▲26.1%10,8120.8%Computer and TechnologyTSLATesla$1,331,823$172,341 ▲14.9%5,1390.7%Auto/Tires/TrucksVVisa$1,204,009$47,656 ▲4.1%3,4360.7%Business ServicesKOCoca-Cola$1,200,792$463,386 ▼-27.8%16,7660.7%Consumer StaplesSPOTSpotify Technology$1,152,313$23,101 ▼-2.0%2,0950.6%Business ServicesBLACKROCK INC$1,126,494$73,837 ▲7.0%1,1900.6%COMWMWaste Management$1,082,249$505,821 ▲87.8%4,6750.6%Business ServicesFBCGFidelity Blue Chip Growth ETF$1,067,2390.0%26,7010.6%ETFNFLXNetflix$1,055,624$112,836 ▲12.0%1,1320.6%Consumer DiscretionarySUPER MICRO COMPUTER INC$921,535$118,231 ▲14.7%26,9140.5%COM NEWVLOValero Energy$654,658$306,264 ▼-31.9%4,9570.4%EnergyRTXRTX$623,619$35,234 ▲6.0%4,7080.3%AerospaceBXBlackstone$584,900$134,622 ▼-18.7%4,1840.3%FinancePALANTIR TECHNOLOGIES INC$580,588$29,034 ▲5.3%6,8790.3%CL APGProcter & Gamble$556,933$556,933 ▲New Holding3,2680.3%Consumer StaplesPYPLPayPal$524,651$47,696 ▲10.0%8,0410.3%Computer and TechnologyNVSNovartis$524,179$524,179 ▲New Holding4,7020.3%MedicalTSMTaiwan Semiconductor Manufacturing$520,085$82,835 ▲18.9%3,1330.3%Computer and TechnologyVOOVanguard S&P 500 ETF$513,468$30,325 ▼-5.6%9990.3%ETFCCLCarnival Co. &$469,640$3,008 ▼-0.6%24,0470.3%Consumer DiscretionaryMPWRMonolithic Power Systems$466,520$92,260 ▲24.7%8040.3%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$432,849$21,516 ▼-4.7%2,0520.2%ETFASMLASML$408,363$78,888 ▲23.9%6160.2%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$392,643$112,930 ▲40.4%4,8850.2%ETFYEARAB Ultra Short Income ETF$345,312$345,312 ▲New Holding6,8230.2%ETFXMMOInvesco S&P MidCap Momentum ETF$310,292$6,654,444 ▼-95.5%2,7280.2%ETFXSMOInvesco S&P SmallCap Momentum ETF$0$4,928,383 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$549,375 ▼-100.0%00.0%FinanceCRMSalesforce$0$548,560 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$537,145 ▼-100.0%00.0%MedicalSOFISoFi Technologies$0$445,291 ▼-100.0%00.0%FinanceLENLennar$0$439,150 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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