Guerra Advisors Inc Top Holdings and 13F Report (2025) About Guerra Advisors IncInvestment ActivityGuerra Advisors Inc has $211.57 million in total holdings as of June 30, 2025.Guerra Advisors Inc owns shares of 72 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 19.20% of the portfolio was purchased this quarter.About 14.24% of the portfolio was sold this quarter.This quarter, Guerra Advisors Inc has purchased 62 new stocks and bought additional shares in 46 stocks.Guerra Advisors Inc sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $14,992,071Schwab U.S. Large-Cap Growth ETF $13,522,117Invesco QQQ $13,210,619iShares U.S. Technology ETF $12,530,490Fidelity MSCI Communication Services Index ETF $8,401,968 Largest New Holdings this Quarter 922908744 - Vanguard Value ETF $8,305,543 Holding921946406 - Vanguard High Dividend Yield ETF $6,023,284 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $855,566 Holding82889N863 - Simplify Volatility Premium ETF $542,229 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $489,629 Holding Largest Purchases this Quarter Vanguard Value ETF 46,993 shares (about $8.31M)Vanguard High Dividend Yield ETF 45,183 shares (about $6.02M)First Trust Morningstar Dividend Leaders Index Fund 85,217 shares (about $3.57M)Fidelity MSCI Energy Index ETF 93,492 shares (about $2.19M)Schwab U.S. Large-Cap Growth ETF 68,083 shares (about $1.99M) Largest Sales this Quarter Vanguard Consumer Staples ETF 19,328 shares (about $4.23M)Communication Services Select Sector SPDR Fund 37,365 shares (about $4.06M)Fidelity MSCI Communication Services Index ETF 44,591 shares (about $2.89M)Invesco Dorsey Wright Technology Momentum ETF 38,505 shares (about $2.63M)Vanguard Information Technology ETF 3,678 shares (about $2.44M) 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$14,992,071$310,159 ▲2.1%24,2657.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$13,522,117$1,988,703 ▲17.2%462,9286.4%ETFQQQInvesco QQQ$13,210,619$117,499 ▲0.9%23,9486.2%FinanceIYWiShares U.S. Technology ETF$12,530,490$396,267 ▼-3.1%72,3185.9%ManufacturingFCOMFidelity MSCI Communication Services Index ETF$8,401,968$2,889,943 ▼-25.6%129,6404.0%ETFVTVVanguard Value ETF$8,305,543$8,305,543 ▲New Holding46,9933.9%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$8,222,979$3,568,038 ▲76.7%196,3933.9%ETFXLFFinancial Select Sector SPDR Fund$7,558,343$225,034 ▼-2.9%144,3263.6%ETFSMHVanEck Semiconductor ETF$7,207,145$288,364 ▼-3.8%25,8433.4%ManufacturingXLCCommunication Services Select Sector SPDR Fund$7,033,121$4,055,253 ▼-36.6%64,8033.3%ETFVYMVanguard High Dividend Yield ETF$6,023,284$6,023,284 ▲New Holding45,1832.8%ETFFENYFidelity MSCI Energy Index ETF$5,911,216$2,192,391 ▲59.0%252,0772.8%ETFNVDANVIDIA$5,533,864$1,494,887 ▲37.0%35,0272.6%Computer and TechnologyMSFTMicrosoft$4,907,110$652,623 ▲15.3%9,8652.3%Computer and TechnologyAAPLApple$4,708,232$828,475 ▲21.4%22,9482.2%Computer and TechnologyFDISFidelity MSCI Consumer Discretionary Index ETF$3,806,293$937,322 ▲32.7%40,4621.8%ETFJPMJPMorgan Chase & Co.$3,784,143$630,835 ▲20.0%13,0531.8%FinanceAMZNAmazon.com$3,283,810$553,298 ▲20.3%14,9681.6%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$3,187,341$1,441,118 ▼-31.1%29,1881.5%ETFGOOGLAlphabet$2,936,724$490,453 ▲20.0%16,6641.4%Computer and TechnologyAVGOBroadcom$2,853,777$363,303 ▲14.6%10,3531.3%Computer and TechnologyORCLOracle$2,807,615$443,814 ▲18.8%12,8421.3%Computer and TechnologyWMTWalmart$2,803,118$434,822 ▲18.4%28,6681.3%Retail/WholesaleVPUVanguard Utilities ETF$2,696,731$86,667 ▼-3.1%15,2781.3%ETFHDHome Depot$2,693,098$485,821 ▲22.0%7,3451.3%Retail/WholesaleNEENextEra Energy$2,663,800$1,009,789 ▼-27.5%38,3721.3%UtilitiesVDCVanguard Consumer Staples ETF$2,616,289$4,232,664 ▼-61.8%11,9471.2%ETFMETAMeta Platforms$2,560,033$518,207 ▲25.4%3,4681.2%Computer and TechnologyTMUST-Mobile US$2,451,547$462,956 ▲23.3%10,2891.2%Computer and TechnologyCOSTCostco Wholesale$2,416,063$343,455 ▲16.6%2,4411.1%Retail/WholesaleWFCWells Fargo & Company$2,150,819$363,264 ▲20.3%26,8451.0%FinanceLLYEli Lilly and Company$2,137,469$438,095 ▲25.8%2,7421.0%MedicalMAMastercard$2,120,246$346,725 ▲19.6%3,7731.0%Business ServicesTSLATesla$1,993,634$361,179 ▲22.1%6,2760.9%Auto/Tires/TrucksXOMExxon Mobil$1,943,888$318,340 ▲19.6%18,0320.9%EnergyABBVAbbVie$1,929,105$349,700 ▲22.1%10,3930.9%MedicalSPOTSpotify Technology$1,787,135$179,558 ▲11.2%2,3290.8%Computer and TechnologyNFLXNetflix$1,606,956$91,061 ▲6.0%1,2000.8%Consumer DiscretionarySUPER MICRO COMPUTER INC$1,589,260$270,194 ▲20.5%32,4270.8%COM NEWVVisa$1,471,567$251,711 ▲20.6%4,1450.7%Business ServicesBLACKROCK INC$1,404,446$156,283 ▲12.5%1,3390.7%COMKOCocaCola$1,401,494$215,293 ▲18.1%19,8090.7%Consumer StaplesWMWaste Management$1,296,395$226,743 ▲21.2%5,6660.6%Business ServicesFBCGFidelity Blue Chip Growth ETF$1,288,0560.0%26,7010.6%ETFPALANTIR TECHNOLOGIES INC$1,025,011$87,247 ▲9.3%7,5190.5%CL ATSMTaiwan Semiconductor Manufacturing$884,431$174,848 ▲24.6%3,9050.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$855,566$855,566 ▲New Holding6,3360.4%ETFRTXRTX$809,100$121,635 ▲17.7%5,5410.4%AerospaceVLOValero Energy$788,035$121,660 ▲18.3%5,8620.4%EnergyVOOVanguard S&P 500 ETF$771,907$204,479 ▲36.0%1,3590.4%ETFBXBlackstone$756,405$130,580 ▲20.9%5,0570.4%FinancePYPLPayPal$747,206$149,605 ▲25.0%10,0540.4%Business ServicesMPWRMonolithic Power Systems$697,584$109,683 ▲18.7%9540.3%Computer and TechnologyNVSNovartis$694,883$125,858 ▲22.1%5,7420.3%MedicalCCLCarnival$681,829$5,624 ▲0.8%24,2470.3%Consumer DiscretionaryPGProcter & Gamble$645,397$124,746 ▲24.0%4,0510.3%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$621,232$155,570 ▲33.4%6,5170.3%ETFYEARAB Ultra Short Income ETF$587,483$241,842 ▲70.0%11,5970.3%ETFASMLASML$575,882$82,498 ▲16.7%7190.3%Computer and TechnologySVOLSimplify Volatility Premium ETF$542,229$542,229 ▲New Holding29,4850.3%ETFIWYiShares Russell Top 200 Growth ETF$490,555$15,284 ▼-3.0%1,9900.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$489,629$489,629 ▲New Holding4,9360.2%FinanceCTASimplify Managed Futures Strategy ETF$474,884$474,884 ▲New Holding17,7590.2%ETFCAPITOL SER TR$449,155$449,155 ▲New Holding17,7720.2%STERLING CAP ENHVGTVanguard Information Technology ETF$417,263$2,439,894 ▼-85.4%6290.2%ETFBUCKSimplify Treasury Option Income ETF$358,460$358,460 ▲New Holding15,1630.2%ETFHIGHSimplify Enhanced Income ETF$350,766$350,766 ▲New Holding14,4770.2%ETFXMMOInvesco S&P MidCap Momentum ETF$317,962$32,928 ▼-9.4%2,4720.2%ETFRCLRoyal Caribbean Cruises$305,312$305,312 ▲New Holding9750.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$244,342$244,342 ▲New Holding5030.1%FinancePTFInvesco Dorsey Wright Technology Momentum ETF$226,518$2,629,507 ▼-92.1%3,3170.1%ETFATOSAtossa Genetics$8,508$8,508 ▲New Holding10,2500.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$5,739,788 ▼-100.0%00.0%ETFVFHVanguard Financials ETF$0$4,652,698 ▼-100.0%00.0%ETFShowing 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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