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Home > Institutional Investor > Guerra Advisors Inc > Profile

Instuitional Investor - Guerra Advisors Inc

Fund Profile
Filing Period:
Fund Name: Guerra Advisors Inc
Portfolio Value $180,364,910
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 26,447 $15,500,016 8.59%
2.
Invesco Qqq Tr
 25,772 $13,175,180 7.3%
3.
Ishares Trust
 IEF 80,914 $12,907,480 7.15%
4.
Schwab Strategic Trust
 FNDF 432,053 $12,041,326 6.67%
5.
Sector Spdr Trust
 XLB 108,491 $10,502,995 5.82%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)