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Home > Institutional Investor > Guerra Pan Advisors, Llc > Profile

Instuitional Investor - Guerra Pan Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Guerra Pan Advisors, Llc
Portfolio Value $138,159,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 70,410 $9,455,396 6.84%
2.
Ishares Tr
 68,060 $6,043,076 4.37%
3.
Schwab Strategic Trust
 FNDF 225,576 $5,833,407 4.22%
4.
Broadcom Inc.
 AVGO 24,585 $5,699,786 4.12%
5.
Alphabet Inc.
 GOOGL 28,460 $5,387,478 3.89%
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)