Guerra Advisors Inc

CIK

2055363

Location

Miami, FL

Portfolio Value

Small $246,641,229

Diversification

Diversified

Filing Date

Global Rank

#4,868 / 8,102 ▲ 322 · as of Sep 2025

Top Industry

Semiconductors 11.5%

Period ended 1 year ago

Filed Nov 4, 2025 · 11mo

4 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

767 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

6.3%

−3.3 pts

Top 5

28.3%

−8.1 pts

Top 10

46.1%

−9.1 pts

HHI

296

Diversified−112

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	48.6%	$119,819,568	83
Technology	15.4%	$38,095,754	116
Financial Services	9.8%	$24,092,084	113
Communication Services	7.0%	$17,301,679	34
Consumer Cyclical	5.0%	$12,406,099	71
Consumer Defensive	4.6%	$11,402,463	34
Healthcare	3.7%	$9,174,160	92
Energy	2.3%	$5,681,664	33
Industrials	1.6%	$4,061,934	96
Utilities	1.4%	$3,408,931	29
Basic Materials	0.4%	$1,096,724	30
Real Estate	0.0%	$100,169	36

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+83,058	94,330	$0
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+37,872	102,675	$0
BNDW	Vanguard Total World Bond ETF	+31,911	61,099	$7,250,324
ABI	VictoryShares Pioneer Asset-Based Income ETF	+22,246	28,035	$3,038,404
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+13,963	20,480	$1,275,035
WFC	Wells Fargo & Company/Mn	+11,594	38,439	$3,221,956
AAPL	Apple Inc.	+10,733	33,681	$8,576,193
KO	Coca Cola Co	+10,640	30,449	$2,019,377
XOM	ExxonMobil Holdings Corp	+9,060	27,092	$3,054,623
AMZN	Amazon Com Inc	+6,614	21,582	$4,738,759
GOOGL	Alphabet Inc.	+6,124	22,788	$5,540,426
TMUS	T-Mobile US, Inc.	+5,764	16,053	$3,842,767
AFK	VanEck Africa Index ETF	+5,500	31,343	$8,911,593
WMT	Walmart Inc.	+4,717	33,385	$3,440,658
ABBV	AbbVie Inc.	+4,678	15,071	$3,489,539
NEE	Nextera Energy Inc	+4,670	43,042	$3,249,240
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+4,552	8,457	$2,361,955
JPM	Jpmorgan Chase & Co	+4,359	17,412	$5,492,267
NVDA	Nvidia Corp	+4,004	39,031	$7,282,403
PG	PROCTER & GAMBLE Co	+3,620	7,671	$1,178,649
WM	Waste Management Inc	+3,371	9,037	$1,995,640
MSFT	Microsoft Corp	+2,910	12,775	$6,616,811
NVS	Novartis AG	+2,291	8,033	$1,030,151
V	Visa Inc.	+1,997	6,142	$2,096,755
RTX	RTX Corp	+1,855	7,396	$1,237,572
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	−203,175	245,705	$14,051,870
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−163,102	33,291	$1,447,860
STT	State Street Corp	−45,970	98,356	$5,298,437
VIGI	Vanguard International Dividend Appreciation ETF	−35,131	10,052	$1,416,829
CCL	Carnival Corp Ltd.	−23,174	1,073	$31,020
FNDA	Schwab Fundamental U.S. Small Company ETF	−18,767	444,161	$14,095,998
EDV	Vanguard World Funds Extended Duration ETF	−11,557	16,297	$3,044,451
PYPL	PayPal Holdings, Inc.	−9,208	846	$56,732
SMCI	Super Micro Computer, Inc.	−8,725	23,702	$1,136,273
BKF	iShares MSCI BIC ETF	−6,228	66,090	$12,905,527
CTA-PB	EIDP, Inc.	−5,983	11,776	$0
BUFC	AB Conservative Buffer ETF	−3,325	8,272	$419,183
VB	Vanguard Morningstar Small-Cap ETF	−3,221	45,131	$11,859,990
QQQ	Invesco Qqq Trust, Series 1	−2,008	21,940	$13,172,117
SPY	Spdr S&P 500 ETF Trust	−816	23,449	$15,621,254
AGGH	Simplify Aggregate Bond ETF	−180	58,945	$1,311,769
RCL	Royal Caribbean Cruises Ltd	−112	863	$279,249
BRK-B	Berkshire Hathaway Inc	−46	457	$229,752
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	84,974	$5,030,396
UNH	Unitedhealth Group Inc	3,066	$1,058,689
BCLO	iShares BBB-B CLO Active ETF	18,828	$985,973
CALM	Cal-Maine Foods Inc	10,306	$969,794
SHEL	Shell plc	13,301	$951,420
NUE	Nucor Corp	6,688	$905,755
BIV	Vanguard Intermediate-Term Bond ETF	5,718	$449,559
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	6,353	$330,498
CWI	State Street SPDR MSCI ACWI ex-US ETF	6,422	$294,965
AZO	Autozone Inc	68	$291,736
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	5,353	$248,410
SBCF	Seacoast Banking Corp Of Florida	6,256	$190,370
COF	Capital One Financial Corp	847	$180,055
VEU	Vanguard FTSE All-World Ex-US ETF	3,024	$179,419
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	3,399	$171,108
AAAD	PGIM AAA CLO Aggregate Duration ETF	3,198	$159,356
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	5,106	$132,245
ADP	Automatic Data Processing Inc	450	$132,075
IAU	Ishares Gold Trust	1,788	$130,112
MO	Altria Group, Inc.	1,803	$119,106
KMI	Kinder Morgan, Inc.	4,160	$117,769
VEA	Vanguard FTSE Developed Markets ETF	1,963	$117,622
INTU	Intuit Inc.	172	$117,460
IBIT	iShares Bitcoin Trust ETF	1,728	$112,320
R	Ryder System Inc	585	$110,354
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ATOS	Atossa Therapeutics, Inc.	10,250	$8,507
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

767 tracked positions · $246,641,229 total · filing declares 931 positions · $270,673,129 · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 767 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	23,449	-816	$15,621,254	+4.2%	6.33%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	444,161	-18,767	$14,095,998	+4.2%	5.72%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	245,705	-203,175	$14,051,870	−27.6%	5.70%
QQQ	Invesco Qqq Trust, Series 1	Reduced	21,940	-2,008	$13,172,117	−0.3%	5.34%
BKF	iShares MSCI BIC ETF	Reduced	66,090	-6,228	$12,905,527	+3.0%	5.23%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	45,131	-3,221	$11,859,990	+30.7%	4.81%
AFK	VanEck Africa Index ETF	Added	31,343	+5,500	$8,911,593	+23.7%	3.61%
AAPL	Apple Inc. Technology	Added	33,681	+10,733	$8,576,193	+82.2%	3.48%
NVDA	Nvidia Corp Technology	Added	39,031	+4,004	$7,282,403	+31.6%	2.95%
BNDW	Vanguard Total World Bond ETF	Added	61,099	+31,911	$7,250,324	+127.5%	2.94%
MSFT	Microsoft Corp Technology	Added	12,775	+2,910	$6,616,811	+34.8%	2.68%
GOOGL	Alphabet Inc. Communication Services	Added	22,788	+6,124	$5,540,426	+88.7%	2.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,412	+4,359	$5,492,267	+45.1%	2.23%
STT	State Street Corp Financial Services	Reduced	98,356	-45,970	$5,298,437	−29.9%	2.15%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	84,974	NEW	$5,030,396	NEW	2.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,582	+6,614	$4,738,759	+44.3%	1.92%
ORCL	Oracle Corp Technology	Added	13,682	+840	$3,847,925	+37.1%	1.56%
TMUS	T-Mobile US, Inc. Communication Services	Added	16,053	+5,764	$3,842,767	+56.8%	1.56%
AVGO	Broadcom Inc. Technology	Added	11,323	+970	$3,735,570	+30.9%	1.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,805	+1,364	$3,522,022	+45.8%	1.43%
META	Meta Platforms, Inc. Communication Services	Added	4,758	+1,290	$3,494,180	+36.5%	1.42%
ABBV	AbbVie Inc. Healthcare	Added	15,071	+4,678	$3,489,539	+80.9%	1.41%
WMT	Walmart Inc. Consumer Defensive	Added	33,385	+4,717	$3,440,658	+22.7%	1.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,556	+1,280	$3,360,304	+68.6%	1.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,146	+801	$3,300,677	+22.6%	1.34%
NEE	Nextera Energy Inc Utilities	Added	43,042	+4,670	$3,249,240	+22.0%	1.32%
WFC	Wells Fargo & Company/Mn Financial Services	Added	38,439	+11,594	$3,221,956	+49.8%	1.31%
LLY	ELI LILLY & Co Healthcare	Added	4,012	+1,270	$3,061,156	+43.2%	1.24%
XOM	ExxonMobil Holdings Corp Energy	Added	27,092	+9,060	$3,054,623	+57.1%	1.24%
MA	Mastercard Inc Financial Services	Added	5,359	+1,586	$3,048,252	+43.8%	1.24%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	16,297	-11,557	$3,044,451	−43.3%	1.23%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	28,035	+22,246	$3,038,404	+458.0%	1.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,457	+4,552	$2,361,955	+167.1%	0.96%
SPOT	Spotify Technology S.A. Communication Services	Added	3,056	+727	$2,133,088	+19.4%	0.86%
V	Visa Inc. Financial Services	Added	6,142	+1,997	$2,096,755	+42.5%	0.85%
NFLX	Netflix Inc Communication Services	Added	1,723	+523	$2,065,739	+28.5%	0.84%
KO	Coca Cola Co Consumer Defensive	Added	30,449	+10,640	$2,019,377	+44.1%	0.82%
WM	Waste Management Inc Industrials	Added	9,037	+3,371	$1,995,640	+53.9%	0.81%
BLK	BlackRock, Inc. Financial Services	Added	1,668	+329	$1,944,671	+38.4%	0.79%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	33,291	-163,102	$1,447,860	−82.4%	0.59%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	10,052	-35,131	$1,416,829	−76.5%	0.57%
PLTR	Palantir Technologies Inc. Technology	Added	7,554	+35	$1,378,000	+34.4%	0.56%
AGGH	Simplify Aggregate Bond ETF	Reduced	58,945	-180	$1,311,769	+4.8%	0.53%
VLO	Valero Energy Corp/Tx Energy	Added	7,528	+1,666	$1,281,717	+62.7%	0.52%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	20,480	+13,963	$1,275,035	+105.3%	0.52%
RTX	RTX Corp Industrials	Added	7,396	+1,855	$1,237,572	+53.0%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,671	+3,620	$1,178,649	+82.6%	0.48%
SMCI	Super Micro Computer, Inc. Technology	Reduced	23,702	-8,725	$1,136,273	−28.5%	0.46%
BX	Blackstone Inc. Financial Services	Added	6,619	+1,562	$1,130,856	+49.5%	0.46%
UNH	Unitedhealth Group Inc Healthcare	NEW	3,066	NEW	$1,058,689	NEW	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.