Guerra Advisors Inc quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Guerra Advisors Inc opened 620 positions, added to 33, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was AAPL (+$3,867,985); the largest decrease was PYPL (-$690,498).
- AAPL: Country of operation United States; Class COM; Shares 2025-06-30 22,948; Shares 2025-09-30 33,681.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-06-30 16,664; Shares 2025-09-30 21,312.
- NVDA: Country of operation United States; Class COM; Shares 2025-06-30 35,027; Shares 2025-09-30 39,031.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 9,865; Shares 2025-09-30 12,775.
Two Form 13F-HR filings compared (SEC CIK 2055363): 2025-06-30 (filed 2025-08-12) and 2025-09-30 (filed 2025-11-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
AAPL
APPLE INC | United States | COM | 22,948 | 33,681 | +10,733 | $4,708,232 | $8,576,217 | +$3,867,985 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 16,664 | 21,312 | +4,648 | $2,936,724 | $5,180,839 | +$2,244,115 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 35,027 | 39,031 | +4,004 | $5,533,864 | $7,282,403 | +$1,748,539 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 9,865 | 12,775 | +2,910 | $4,907,110 | $6,616,842 | +$1,709,732 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 13,053 | 17,412 | +4,359 | $3,784,143 | $5,492,372 | +$1,708,229 |
|---|
ABBV
ABBVIE INC | United States | COM | 10,393 | 15,071 | +4,678 | $1,929,105 | $3,489,529 | +$1,560,424 |
|---|
AMZN
AMAZON COM INC | United States | COM | 14,968 | 21,582 | +6,614 | $3,283,810 | $4,738,740 | +$1,454,930 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 10,289 | 16,053 | +5,764 | $2,451,547 | $3,842,686 | +$1,391,139 |
|---|
TSLA
TESLA INC | United States | COM | 6,276 | 7,556 | +1,280 | $1,993,634 | $3,360,304 | +$1,366,670 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 18,032 | 27,092 | +9,060 | $1,943,888 | $3,054,596 | +$1,110,708 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 2,441 | 3,805 | +1,364 | $2,416,063 | $3,522,358 | +$1,106,295 |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 26,845 | 38,439 | +11,594 | $2,150,819 | $3,221,972 | +$1,071,153 |
|---|
ORCL
ORACLE CORP | United States | COM | 12,842 | 13,682 | +840 | $2,807,615 | $3,847,979 | +$1,040,364 |
|---|
META
META PLATFORMS INC | United States | CL A | 3,468 | 4,758 | +1,290 | $2,560,033 | $3,494,281 | +$934,248 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 3,773 | 5,359 | +1,586 | $2,120,246 | $3,048,253 | +$928,007 |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,742 | 4,012 | +1,270 | $2,137,469 | $3,060,822 | +$923,353 |
|---|
AVGO
BROADCOM INC | United States | COM | 10,353 | 11,323 | +970 | $2,853,777 | $3,735,551 | +$881,774 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 5,666 | 9,037 | +3,371 | $1,296,395 | $1,995,742 | +$699,347 |
|---|
WMT
WALMART INC | United States | COM | 28,668 | 33,385 | +4,717 | $2,803,118 | $3,440,709 | +$637,591 |
|---|
V
VISA INC | United States | COM CL A | 4,145 | 6,142 | +1,997 | $1,471,567 | $2,096,902 | +$625,335 |
|---|
KO
COCA COLA CO | United States | COM | 19,809 | 30,449 | +10,640 | $1,401,494 | $2,019,364 | +$617,870 |
|---|
HD
HOME DEPOT INC | United States | COM | 7,345 | 8,146 | +801 | $2,693,098 | $3,300,866 | +$607,768 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 38,372 | 43,042 | +4,670 | $2,663,800 | $3,249,235 | +$585,435 |
|---|
BLK
BLACKROCK INC | United States | COM | 1,339 | 1,668 | +329 | $1,404,446 | $1,944,597 | +$540,151 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 4,051 | 7,671 | +3,620 | $645,397 | $1,178,578 | +$533,181 |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 5,862 | 7,528 | +1,666 | $788,035 | $1,281,738 | +$493,703 |
|---|
NFLX
NETFLIX INC | United States | COM | 1,200 | 1,723 | +523 | $1,606,956 | $2,065,739 | +$458,783 |
|---|
ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 719 | 1,042 | +323 | $575,882 | $1,008,698 | +$432,816 |
|---|
RTX
RTX CORPORATION | United States | COM | 5,541 | 7,396 | +1,855 | $809,100 | $1,237,534 | +$428,434 |
|---|
BX
BLACKSTONE INC | United States | COM | 5,057 | 6,619 | +1,562 | $756,405 | $1,130,929 | +$374,524 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 7,519 | 7,554 | +35 | $1,025,011 | $1,378,029 | +$353,018 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 2,329 | 3,056 | +727 | $1,787,135 | $2,133,088 | +$345,953 |
|---|
MPWR
MONOLITHIC PWR SYS INC | United States | COM | 954 | 1,115 | +161 | $697,584 | $1,026,661 | +$329,077 |
|---|
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