GUERRA PAN ADVISORS, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$165.3B
Holdings
114
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 69,910 | $13.0B | 7.89% | |
| 2 | AVGOBROADCOM INC | 28,692 | $9.5B | 5.72% | |
| 3 | GOOGLALPHABET INC | 28,518 | $6.9B | 4.19% | |
| 4 | USMVISHARES TR | 68,749 | $6.5B | 3.96% | |
| 5 | CRWDCROWDSTRIKE HLDGS INC | 12,235 | $6.0B | 3.63% | |
| 6 | JPMJPMORGAN CHASE & CO. | 18,186 | $5.7B | 3.47% | |
| 7 | SCHASCHWAB STRATEGIC TR | 200,818 | $5.6B | 3.39% | |
| 8 | GOOGALPHABET INC | 21,496 | $5.2B | 3.17% | |
| 9 | MTUMISHARES TR | 19,187 | $4.9B | 2.98% | |
| 10 | MSFTMICROSOFT CORP | 9,352 | $4.8B | 2.93% | |
| 11 | XLISELECT SECTOR SPDR TR | 31,194 | $4.8B | 2.91% | |
| 12 | SCHGSCHWAB STRATEGIC TR | 135,061 | $4.3B | 2.61% | |
| 13 | AAPLAPPLE INC | 16,224 | $4.1B | 2.50% | |
| 14 | CDNSCADENCE DESIGN SYSTEM INC | 10,389 | $3.6B | 2.21% | |
| 15 | IGVISHARES TR | 28,026 | $3.2B | 1.95% | |
| 16 | BABOEING CO | 14,421 | $3.1B | 1.88% | |
| 17 | ASMLASML HOLDING N V | 3,119 | $3.0B | 1.83% | |
| 18 | ANETARISTA NETWORKS INC | 19,385 | $2.8B | 1.71% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,389 | $2.7B | 1.64% | |
| 20 | VVISA INC | 7,036 | $2.4B | 1.45% | |
| 21 | AMZNAMAZON COM INC | 10,763 | $2.4B | 1.43% | |
| 22 | FDNFIRST TR EXCHANGE-TRADED FD | 7,787 | $2.2B | 1.32% | |
| 23 | CATCATERPILLAR INC | 4,549 | $2.2B | 1.31% | |
| 24 | T7DTRANSDIGM GROUP INC | 1,609 | $2.1B | 1.28% | |
| 25 | NOWSERVICENOW INC | 2,245 | $2.1B | 1.25% | |
| 26 | UBERUBER TECHNOLOGIES INC | 19,651 | $1.9B | 1.16% | |
| 27 | TMOTHERMO FISHER SCIENTIFIC INC | 3,301 | $1.6B | 0.97% | |
| 28 | DALDELTA AIR LINES INC DEL | 27,549 | $1.6B | 0.95% | |
| 29 | LMTLOCKHEED MARTIN CORP | 3,014 | $1.5B | 0.91% | |
| 30 | ZSZSCALER INC | 5,001 | $1.5B | 0.91% | |
| 31 | NTESNETEASE INC | 9,555 | $1.5B | 0.88% | |
| 32 | CRMSALESFORCE INC | 5,778 | $1.4B | 0.83% | |
| 33 | HONHONEYWELL INTL INC | 6,452 | $1.4B | 0.82% | |
| 34 | JSMLJANUS DETROIT STR TR | 17,845 | $1.3B | 0.81% | |
| 35 | AIRRFIRST TR EXCHANGE TRADED FD | 13,429 | $1.3B | 0.79% | |
| 36 | CHKPCHECK POINT SOFTWARE TECH LT | 5,053 | $1.0B | 0.63% | |
| 37 | AQLTISHARES TR | 7,279 | $1.0B | 0.63% | |
| 38 | ABBVABBVIE INC | 4,231 | $979.6M | 0.59% | |
| 39 | ISRGINTUITIVE SURGICAL INC | 2,129 | $952.2M | 0.58% | |
| 40 | MAMASTERCARD INCORPORATED | 1,584 | $901.0M | 0.54% | |
| 41 | IJTISHARES TR | 6,180 | $874.4M | 0.53% | |
| 42 | MRKMERCK & CO INC | 9,926 | $833.1M | 0.50% | |
| 43 | EOIEATON VANCE ENHANCED EQUITY | 39,565 | $830.9M | 0.50% | |
| 44 | BABAALIBABA GROUP HLDG LTD | 4,633 | $828.1M | 0.50% | |
| 45 | TXNTEXAS INSTRS INC | 4,240 | $779.0M | 0.47% | |
| 46 | XPOXPO INC | 5,911 | $764.1M | 0.46% | |
| 47 | ALSALLSTATE CORP | 3,426 | $735.4M | 0.44% | |
| 48 | XBISPDR SERIES TRUST | 7,314 | $732.9M | 0.44% | |
| 49 | AZNASTRAZENECA PLC | 9,509 | $729.5M | 0.44% | |
| 50 | IHIISHARES TR | 11,962 | $718.7M | 0.43% | |
| 51 | HUBSHUBSPOT INC | 1,520 | $711.1M | 0.43% | |
| 52 | PGPROCTER AND GAMBLE CO | 4,516 | $693.9M | 0.42% | |
| 53 | XARSPDR SERIES TRUST | 2,869 | $674.1M | 0.41% | |
| 54 | UNPUNION PAC CORP | 2,817 | $665.9M | 0.40% | |
| 55 | GMGENERAL MTRS CO | 10,781 | $657.3M | 0.40% | |
| 56 | IJKISHARES TR | 6,613 | $634.2M | 0.38% | |
| 57 | NEENEXTERA ENERGY INC | 8,063 | $608.7M | 0.37% | |
| 58 | LRCXLAM RESEARCH CORP | 4,520 | $605.2M | 0.37% | |
| 59 | IWFISHARES TR | 1,225 | $573.8M | 0.35% | |
| 60 | DOVDOVER CORP | 3,320 | $553.9M | 0.33% | |
| 61 | ONON SEMICONDUCTOR CORP | 10,757 | $530.4M | 0.32% | |
| 62 | SPLVINVESCO EXCH TRADED FD TR II | 7,013 | $515.3M | 0.31% | |
| 63 | DWDMORGAN STANLEY | 3,239 | $514.9M | 0.31% | |
| 64 | RTXRTX CORPORATION | 2,859 | $478.4M | 0.29% | |
| 65 | VLUEISHARES TR | 3,790 | $474.0M | 0.29% | |
| 66 | AMDADVANCED MICRO DEVICES INC | 2,804 | $453.7M | 0.27% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 478 | $442.5M | 0.27% | |
| 68 | VRTVERTIV HOLDINGS CO | 2,930 | $442.0M | 0.27% | |
| 69 | EZUISHARES INC | 7,098 | $439.6M | 0.27% | |
| 70 | GLWCORNING INC | 5,307 | $435.3M | 0.26% | |
| 71 | BKNGBOOKING HOLDINGS INC | 80 | $431.9M | 0.26% | |
| 72 | QUALISHARES TR | 2,203 | $428.5M | 0.26% | |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 1,488 | $419.9M | 0.25% | |
| 74 | SYKSTRYKER CORPORATION | 1,119 | $413.7M | 0.25% | |
| 75 | KNSLKINSALE CAP GROUP INC | 971 | $412.9M | 0.25% | |
| 76 | TELTE CONNECTIVITY PLC | 1,879 | $412.5M | 0.25% | |
| 77 | CITHE CIGNA GROUP | 1,416 | $408.2M | 0.25% | |
| 78 | JPSTJ P MORGAN EXCHANGE TRADED F | 7,776 | $394.5M | 0.24% | |
| 79 | LVLNSPDR SERIES TRUST | 6,219 | $393.7M | 0.24% | |
| 80 | XSDSPDR SERIES TRUST | 1,218 | $388.6M | 0.24% | |
| 81 | BNBROOKFIELD CORP | 5,581 | $382.7M | 0.23% | |
| 82 | NYTNEW YORK TIMES CO | 6,624 | $380.2M | 0.23% | |
| 83 | ORCLORACLE CORP | 1,342 | $377.4M | 0.23% | |
| 84 | SUSAISHARES TR | 2,525 | $342.5M | 0.21% | |
| 85 | ACNACCENTURE PLC IRELAND | 1,365 | $336.6M | 0.20% | |
| 86 | FVDFIRST TR EXCHANGE-TRADED FD | 7,148 | $330.5M | 0.20% | |
| 87 | JNJJOHNSON & JOHNSON | 1,776 | $329.3M | 0.20% | |
| 88 | BACBANK AMERICA CORP | 6,035 | $311.3M | 0.19% | |
| 89 | IMTMISHARES TR | 6,287 | $301.0M | 0.18% | |
| 90 | EAELECTRONIC ARTS INC | 1,450 | $292.5M | 0.18% | |
| 91 | LLYELI LILLY & CO | 374 | $285.4M | 0.17% | |
| 92 | NFLXNETFLIX INC | 233 | $279.3M | 0.17% | |
| 93 | AQLTISHARES TR | 3,081 | $269.0M | 0.16% | |
| 94 | SHOPSHOPIFY INC | 1,763 | $262.0M | 0.16% | |
| 95 | WDAYWORKDAY INC | 1,076 | $259.0M | 0.16% | |
| 96 | VTIVANGUARD INDEX FDS | 785 | $257.6M | 0.16% | |
| 97 | BLKBLACKROCK INC | 217 | $253.0M | 0.15% | |
| 98 | EUFNISHARES TR | 7,352 | $252.5M | 0.15% | |
| 99 | FASTFASTENAL CO | 5,124 | $251.3M | 0.15% | |
| 100 | RFREGIONS FINANCIAL CORP NEW | 9,435 | $248.8M | 0.15% |
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