Guerra Advisors Inc - Portfolio overview

Guerra Advisors Inc has 926 reported holdings in this dataset, with the latest filing dated 2025-11-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPY - SPDR S&P 500 ETF TR, 5.77%
  2. SCHG - SCHWAB STRATEGIC TR, 5.08%
  3. QQQ - INVESCO QQQ TR, 4.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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