GUERRA PAN ADVISORS, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$151.7M

Holdings

112

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (112 positions)

StockValue
NVDANVIDIA CORPORATION
$11.0M
AVGOBROADCOM INC
$7.9M
USMVISHARES TR
$6.5M
CRWDCROWDSTRIKE HLDGS INC
$6.2M
JPMJPMORGAN CHASE & CO.
$5.3M
SCHASCHWAB STRATEGIC TR
$5.2M
GOOGLALPHABET INC
$5.0M
MSFTMICROSOFT CORP
$4.7M
MTUMISHARES TR
$4.6M
XLISELECT SECTOR SPDR TR
$4.6M
SCHGSCHWAB STRATEGIC TR
$3.9M
GOOGALPHABET INC
$3.8M
AAPLAPPLE INC
$3.3M
CDNSCADENCE DESIGN SYSTEM INC
$3.2M
IGVISHARES TR
$3.1M
BABOEING CO
$3.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.6M
ASMLASML HOLDING N V
$2.5M
VVISA INC
$2.5M
T7DTRANSDIGM GROUP INC
$2.4M
AMZNAMAZON COM INC
$2.4M
NOWSERVICENOW INC
$2.3M
FDNFIRST TR EXCHANGE-TRADED FD
$2.1M
ANETARISTA NETWORKS INC
$2.0M
UBERUBER TECHNOLOGIES INC
$1.8M
CATCATERPILLAR INC
$1.8M
CRMSALESFORCE INC
$1.6M
ZSZSCALER INC
$1.6M
HONHONEYWELL INTL INC
$1.5M
LMTLOCKHEED MARTIN CORP
$1.4M
DALDELTA AIR LINES INC DEL
$1.4M
TMOTHERMO FISHER SCIENTIFIC INC
$1.3M
NTESNETEASE INC
$1.3M
JSMLJANUS DETROIT STR TR
$1.3M
ISRGINTUITIVE SURGICAL INC
$1.2M
CHKPCHECK POINT SOFTWARE TECH LT
$1.1M
AIRRFIRST TR EXCHANGE TRADED FD
$1.1M
AQLTISHARES TR
$967K
MAMASTERCARD INCORPORATED
$890K
TXNTEXAS INSTRS INC
$880K
HUBSHUBSPOT INC
$873K
PGPROCTER AND GAMBLE CO
$867K
MRKMERCK & CO INC
$846K
IJTISHARES TR
$833K
EOIEATON VANCE ENHANCED EQUITY
$828K
ABBVABBVIE INC
$785K
IHIISHARES TR
$749K
XPOXPO INC
$747K
ALSALLSTATE CORP
$690K
AZNASTRAZENECA PLC
$664K
UNPUNION PAC CORP
$648K
XBISPDR SERIES TRUST
$614K
DOVDOVER CORP
$608K
XARSPDR SERIES TRUST
$605K
IJKISHARES TR
$602K
NEENEXTERA ENERGY INC
$573K
ONON SEMICONDUCTOR CORP
$569K
BABAALIBABA GROUP HLDG LTD
$555K
GMGENERAL MTRS CO
$531K
IWFISHARES TR
$520K
SPLVINVESCO EXCH TRADED FD TR II
$511K
COSTCOSTCO WHSL CORP NEW
$473K
KNSLKINSALE CAP GROUP INC
$470K
CITHE CIGNA GROUP
$468K
BKNGBOOKING HOLDINGS INC
$463K
DWDMORGAN STANLEY
$456K
VLUEISHARES TR
$452K
SYKSTRYKER CORPORATION
$443K
LRCXLAM RESEARCH CORP
$440K
IBMINTERNATIONAL BUSINESS MACHS
$439K
EZUISHARES INC
$422K
RTXRTX CORPORATION
$417K
ACNACCENTURE PLC IRELAND
$411K
QUALISHARES TR
$403K
AMDADVANCED MICRO DEVICES INC
$398K
JPSTJ P MORGAN EXCHANGE TRADED F
$394K
VRTVERTIV HOLDINGS CO
$376K
NYTNEW YORK TIMES CO
$371K
LVLNSPDR SERIES TRUST
$369K
FVDFIRST TR EXCHANGE-TRADED FD
$364K
BNBROOKFIELD CORP
$345K
SUSAISHARES TR
$320K
TELTE CONNECTIVITY PLC
$317K
XSDSPDR SERIES TRUST
$312K
NFLXNETFLIX INC
$312K
VRTXVERTEX PHARMACEUTICALS INC
$303K
ORCLORACLE CORP
$293K
BACBANK AMERICA CORP
$292K
LLYELI LILLY & CO
$292K
IMTMISHARES TR
$287K
GLWCORNING INC
$279K
JNJJOHNSON & JOHNSON
$271K
WDAYWORKDAY INC
$258K
AQLTISHARES TR
$257K
VTIVANGUARD INDEX FDS
$239K
XLBSELECT SECTOR SPDR TR
$234K
METAMETA PLATFORMS INC
$233K
EUFNISHARES TR
$233K
EAELECTRONIC ARTS INC
$232K
BLKBLACKROCK INC
$228K
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