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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 $127,476,931
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 70,210 $7,609,390 5.97%
2.
Ishares Tr - MSCI USA MIN VOL
 66,754 $6,252,209 4.9%
3.
Schwab Strategic Trust
 FNDF 221,607 $5,192,247 4.07%
4.
Broadcom Inc.
 AVGO 27,634 $4,626,761 3.63%
5.
Alphabet Inc.
 GOOGL 28,424 $4,395,487 3.45%
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)