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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 $211,566,488
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 24,265 $14,992,071 7.09%
2.
Schwab Strategic Trust
 FNDF 462,928 $13,522,117 6.39%
3.
Invesco Qqq Tr
 23,948 $13,210,619 6.24%
4.
Ishares Trust
 IEF 72,318 $12,530,490 5.92%
5.
Fidelity Covington Trust
 129,640 $8,401,968 3.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)