| |
|
|
| Name: |
GUERRA PAN ADVISORS LLC |
| City: |
MONTCLAIR |
| State: |
NJ |
| Zip: |
07043 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
17 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
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 |
NVIDIA Corporation |
1 |
- |
$131.88 |
$6,299,000 |
6,971 |
5.83% |
2,867,000 |
40 |
0 |
Semiconductor - Speci... |
|
|
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 |
Cadence Design Systems Inc |
13 |
- |
$312.10 |
$2,364,000 |
7,593 |
2.19% |
307,000 |
40 |
0.003 |
Technical & System So... |
|
|
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 |
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 |
Berkshire Hathaway B |
22 |
- |
$405.54 |
$1,548,000 |
3,682 |
1.43% |
291,000 |
158 |
0 |
Property & Casualty I... |
|
|
NOW |
Servicenow, Inc. |
23 |
- |
$728.58 |
$1,525,000 |
2,000 |
1.41% |
138,000 |
37 |
0.001 |
Information Technolog... |
|
|
SCHG |
Schwab Strategic Trust |
24 |
- |
$100.46 |
$1,509,000 |
16,274 |
1.4% |
232,000 |
877 |
0.002 |
Closed - End Fund - Debt |
|
|
MRK |
Merck & Co Inc |
25 |
- |
$131.20 |
$1,501,000 |
11,377 |
1.39% |
273,000 |
113 |
0 |
Drug Manufacturers - ... |
|
|
AMZN |
Amazon.com Inc |
29 |
- |
$183.66 |
$1,285,000 |
7,124 |
1.19% |
370,000 |
1,104 |
0 |
Internet Software & S... |
|
|
CAT |
Caterpillar Inc |
31 |
- |
$321.47 |
$1,159,000 |
3,164 |
1.07% |
375,000 |
513 |
0.001 |
Farm & Construction M... |
|
|
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 |
Arista Networks, Inc. |
46 |
- |
$328.50 |
$690,000 |
2,379 |
0.64% |
145,000 |
64 |
0.002 |
Diversified Computer ... |
|
|
ISRG |
Intuitive Surgical Inc |
61 |
- |
$372.63 |
$481,000 |
1,206 |
0.44% |
178,000 |
309 |
0 |
Medical Appliances & ... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
70 |
- |
$0.00 |
$405,000 |
2,462 |
0.37% |
94,000 |
347 |
0 |
N/A |
|
|
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 |
Shopify Inc |
98 |
- |
$67.66 |
$209,000 |
2,713 |
0.19% |
8,000 |
128 |
0 |
N/A |
|
