GUERRA PAN ADVISORS, LLC Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$127.5B

Holdings

105

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (105 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
70,210$7.6B5.97%
2
USMVISHARES TR
66,754$6.3B4.90%
3
SCHASCHWAB STRATEGIC TR
221,607$5.2B4.07%
4
AVGOBROADCOM INC
27,634$4.6B3.63%
5
GOOGLALPHABET INC
28,424$4.4B3.45%
6
JPMJPMORGAN CHASE & CO.
17,871$4.4B3.44%
7
CRWDCROWDSTRIKE HLDGS INC
12,153$4.3B3.36%
8
XLISELECT SECTOR SPDR TR
30,055$3.9B3.09%
9
AAPLAPPLE INC
16,891$3.8B2.94%
10
MTUMISHARES TR
18,066$3.7B2.86%
11
GOOGALPHABET INC
21,250$3.3B2.60%
12
MSFTMICROSOFT CORP
8,670$3.3B2.55%
13
SCHGSCHWAB STRATEGIC TR
125,795$3.1B2.47%
14
CDNSCADENCE DESIGN SYSTEM INC
10,439$2.7B2.08%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
4,719$2.5B1.97%
16
VVISA INC
7,036$2.5B1.93%
17
IGVISHARES TR
25,334$2.3B1.77%
18
BABOEING CO
13,084$2.2B1.75%
19
T7DTRANSDIGM GROUP INC
1,522$2.1B1.65%
20
ASMLASML HOLDING N V
3,054$2.0B1.59%
21
AMZNAMAZON COM INC
9,745$1.9B1.45%
22
NOWSERVICENOW INC
2,245$1.8B1.40%
23
FDNFIRST TR EXCHANGE-TRADED FD
7,787$1.7B1.36%
24
TMOTHERMO FISHER SCIENTIFIC INC
3,287$1.6B1.28%
25
CATCATERPILLAR INC
4,513$1.5B1.17%
26
CRMSALESFORCE INC
5,449$1.5B1.15%
27
LMTLOCKHEED MARTIN CORP
3,087$1.4B1.08%
28
HONHONEYWELL INTL INC
6,508$1.4B1.08%
29
ANETARISTA NETWORKS INC
17,706$1.4B1.08%
30
DALDELTA AIR LINES INC DEL
28,435$1.2B0.97%
31
JSMLJANUS DETROIT STR TR
20,012$1.2B0.96%
32
CHKPCHECK POINT SOFTWARE TECH LT
5,169$1.2B0.92%
33
ISRGINTUITIVE SURGICAL INC
2,236$1.1B0.87%
34
ZSZSCALER INC
5,113$1.0B0.80%
35
MRKMERCK & CO INC
11,154$1.0B0.79%
36
PGPROCTER AND GAMBLE CO
5,774$984.0M0.77%
37
NTESNETEASE INC
9,555$983.4M0.77%
38
AQLTISHARES TR
7,278$977.4M0.77%
39
HUBSHUBSPOT INC
1,568$895.8M0.70%
40
ABBVABBVIE INC
4,231$886.5M0.70%
41
AZNASTRAZENECA PLC
11,646$856.0M0.67%
42
AIRRFIRST TR EXCHANGE TRADED FD
12,506$853.0M0.67%
43
IJTISHARES TR
6,383$794.6M0.62%
44
TXNTEXAS INSTRS INC
4,246$763.0M0.60%
45
SHYISHARES TR
9,002$744.7M0.58%
46
EOIEATON VANCE ENHANCED EQUITY
39,565$742.2M0.58%
47
ADBEADOBE INC
1,906$731.0M0.57%
48
IHIISHARES TR
11,962$720.0M0.56%
49
ALSALLSTATE CORP
3,377$699.3M0.55%
50
UNPUNION PAC CORP
2,904$686.0M0.54%
51
MAMASTERCARD INCORPORATED
1,225$671.4M0.53%
52
BABAALIBABA GROUP HLDG LTD
4,895$647.3M0.51%
53
XPOXPO INC
5,911$635.9M0.50%
54
XBISPDR SER TR
7,752$628.7M0.49%
55
DOVDOVER CORP
3,320$583.3M0.46%
56
NEENEXTERA ENERGY INC
7,815$554.0M0.43%
57
IEIISHARES TR
4,669$551.6M0.43%
58
IJKISHARES TR
6,613$550.7M0.43%
59
SPLVINVESCO EXCH TRADED FD TR II
7,013$524.0M0.41%
60
GMGENERAL MTRS CO
11,006$517.6M0.41%
61
JPSTJ P MORGAN EXCHANGE TRADED F
9,776$495.0M0.39%
62
KNSLKINSALE CAP GROUP INC
971$472.6M0.37%
63
CITHE CIGNA GROUP
1,416$465.9M0.37%
64
XARSPDR SER TR
2,869$461.0M0.36%
65
IWFISHARES TR
1,225$442.3M0.35%
66
ONON SEMICONDUCTOR CORP
10,857$441.8M0.35%
67
VLUEISHARES TR
4,124$439.9M0.35%
68
SYKSTRYKER CORPORATION
1,181$439.6M0.34%
69
ACNACCENTURE PLC IRELAND
1,375$429.1M0.34%
70
FDXFEDEX CORP
1,698$413.8M0.32%
71
COSTCOSTCO WHSL CORP NEW
427$403.8M0.32%
72
RTXRTX CORPORATION
2,859$378.7M0.30%
73
DWDMORGAN STANLEY
3,239$377.9M0.30%
74
QUALISHARES TR
2,203$376.5M0.30%
75
IBMINTERNATIONAL BUSINESS MACHS
1,488$370.0M0.29%
76
FVDFIRST TR VALUE LINE DIVID IN
8,148$363.3M0.29%
77
LVLNSPDR SER TR
6,219$353.6M0.28%
78
LRCXLAM RESEARCH CORP
4,800$349.0M0.27%
79
XLBSELECT SECTOR SPDR TR
3,862$332.0M0.26%
80
NYTNEW YORK TIMES CO
6,624$328.6M0.26%
81
LLYELI LILLY & CO
374$308.9M0.24%
82
BACBANK AMERICA CORP
7,401$308.8M0.24%
83
JNJJOHNSON & JOHNSON
1,776$294.5M0.23%
84
BNBROOKFIELD CORP
5,581$292.5M0.23%
85
SUSAISHARES TR
2,525$290.0M0.23%
86
BMYBRISTOL-MYERS SQUIBB CO
4,724$288.1M0.23%
87
VRTXVERTEX PHARMACEUTICALS INC
594$288.0M0.23%
88
AMDADVANCED MICRO DEVICES INC
2,787$286.3M0.22%
89
WDWALKER & DUNLOP INC
3,240$276.6M0.22%
90
TELTE CONNECTIVITY PLC
1,879$265.5M0.21%
91
WDAYWORKDAY INC
1,076$251.3M0.20%
92
IMTMISHARES TR
6,287$251.1M0.20%
93
XSDSPDR SER TR
1,218$244.5M0.19%
94
GLWCORNING INC
5,307$243.0M0.19%
95
AQLTISHARES TR
3,066$231.9M0.18%
96
ADIANALOG DEVICES INC
1,147$231.3M0.18%
97
LOWLOWES COS INC
962$224.4M0.18%
98
PFEPFIZER INC
8,783$222.6M0.17%
99
VTIVANGUARD INDEX FDS
785$215.7M0.17%
100
VRTVERTIV HOLDINGS CO
2,930$211.5M0.17%
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