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  Name: GUERRA PAN ADVISORS LLC
  City: MONTCLAIR
  State: NJ
  Zip: 07043
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $108,137,000
  Total Value Change : $3,344,000
  Securities Held Change : -1
   
All Securities Held : 101
  New Positions : 8
  Closed Positions : 9
  Increased Positions : 17
  Unchanged Positions : 21
  Decreased Positions : 55

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Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 1 - $131.88 $6,299,000 6,971 5.83% 2,867,000 40 0    Semiconductor - Speci...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 11 - $46.71 $2,656,000 53,940 2.46% 1,924,000 38,442 0.004    Closed - End Fund - Debt
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 13 - $312.10 $2,364,000 7,593 2.19% 307,000 40 0.003    Technical & System So...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 14 - $121.15 $2,334,000 18,529 2.16% 349,000 1,114 0.001    Closed - End Fund - E...
   (IGV)1 Year Chart         IGV iShares S&P GSTI Software I... 18 - $0.00 $1,803,000 21,141 1.67% 83,000 16,901 0.131    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 22 - $405.54 $1,548,000 3,682 1.43% 291,000 158 0    Property & Casualty I...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 23 - $728.58 $1,525,000 2,000 1.41% 138,000 37 0.001    Information Technolog...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 24 - $100.46 $1,509,000 16,274 1.4% 232,000 877 0.002    Closed - End Fund - Debt
   (MRK)1 Year Chart         MRK Merck & Co Inc 25 - $131.20 $1,501,000 11,377 1.39% 273,000 113 0    Drug Manufacturers - ...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 29 - $183.66 $1,285,000 7,124 1.19% 370,000 1,104 0    Internet Software & S...
   (CAT)1 Year Chart         CAT Caterpillar Inc 31 - $321.47 $1,159,000 3,164 1.07% 375,000 513 0.001    Farm & Construction M...
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 39 - $55.90 $784,000 13,375 0.73% 68,000 114 0.01    Closed - End Fund - E...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 46 - $328.50 $690,000 2,379 0.64% 145,000 64 0.002    Diversified Computer ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 61 - $372.63 $481,000 1,206 0.44% 178,000 309 0    Medical Appliances & ...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 70 - $0.00 $405,000 2,462 0.37% 94,000 347 0    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 75 - $40.83 $345,000 8,165 0.32% 22,000 207 0.003    Closed - End Fund - Debt
   (SHOP)1 Year Chart         SHOP Shopify Inc 98 - $67.66 $209,000 2,713 0.19% 8,000 128 0    N/A

      17 Records Found
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