GUERRA PAN ADVISORS, LLC
RIA/Wealth
GUERRA PAN ADVISORS, LLC is a RIA/Wealth led by Robert Thomas Guerra, reporting $183.1M in AUM as of Q3 2025 with 35% Technology concentration.
Managing PartnerRobert Thomas Guerra
- Portfolio Value
- $165.3M
- Positions
- 114
- Top Holding
- NVDA at 7.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GUERRA PAN ADVISORS, LLC's portfolio (41.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $13.0M | 7.89% | -$3.7K Sold | 0.00% 69.9K shares | |
Semiconductors Technology | $9.5M | 5.72% | — | 0.00% 28.7K shares | |
Internet Content & Information Communication Services | $6.9M | 4.19% | +$1.7K Bought | 0.00% 28.5K shares | |
ETF ETF | $6.5M | 3.96% | -$11.4K Sold | — 68.7K shares | |
Software - Infrastructure Technology | $6.0M | 3.63% | — | 0.00% 12.2K shares | |
Banks - Diversified Financial Services | $5.7M | 3.47% | — | 0.00% 18.2K shares | |
ETF ETF | $5.6M | 3.39% | -$83.4K Sold | — 200.8K shares | |
Internet Content & Information Communication Services | $5.2M | 3.17% | -$13.4K Sold | 0.00% 21.5K shares | |
ETF ETF | $4.9M | 2.98% | -$6.2K Sold | — 19.2K shares | |
Software - Infrastructure Technology | $4.8M | 2.93% | — | 0.00% 9.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GUERRA PAN ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-16.99% |
Analytics
Portfolio insights and performance metrics for GUERRA PAN ADVISORS, LLC
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