Guerra Advisors Inc quarter change: USA Stocks, New
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).
- UNH: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 3,066.
- CALM: Country of operation United States; Class COM NEW; Shares 2025-06-30 0; Shares 2025-09-30 10,306.
- NUE: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 6,688.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-06-30 0; Shares 2025-09-30 1,476.
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 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 0 | 3,066 | +3,066 | $0 | $1,058,763 | +$1,058,763 |
|---|
CALM
CAL MAINE FOODS INC | United States | COM NEW | 0 | 10,306 | +10,306 | $0 | $969,795 | +$969,795 |
|---|
NUE
NUCOR CORP | United States | COM | 0 | 6,688 | +6,688 | $0 | $905,777 | +$905,777 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 0 | 1,476 | +1,476 | $0 | $359,577 | +$359,577 |
|---|
AZO
AUTOZONE INC | United States | COM | 0 | 68 | +68 | $0 | $291,736 | +$291,736 |
|---|
SBCF
SEACOAST BKG CORP FLA | United States | COM NEW | 0 | 6,256 | +6,256 | $0 | $190,358 | +$190,358 |
|---|
COF
CAPITAL ONE FINL CORP | United States | COM | 0 | 847 | +847 | $0 | $180,055 | +$180,055 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 0 | 450 | +450 | $0 | $132,075 | +$132,075 |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 0 | 1,788 | +1,788 | $0 | $130,113 | +$130,113 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 0 | 1,803 | +1,803 | $0 | $119,106 | +$119,106 |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 0 | 4,160 | +4,160 | $0 | $117,770 | +$117,770 |
|---|
INTU
INTUIT | United States | COM | 0 | 172 | +172 | $0 | $117,461 | +$117,461 |
|---|
R
RYDER SYS INC | United States | COM | 0 | 585 | +585 | $0 | $110,324 | +$110,324 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 0 | 131 | +131 | $0 | $104,322 | +$104,322 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 0 | 656 | +656 | $0 | $101,870 | +$101,870 |
|---|
HTGC
HERCULES CAPITAL INC | United States | COM | 0 | 4,835 | +4,835 | $0 | $91,430 | +$91,430 |
|---|
T
AT&T INC | United States | COM | 0 | 3,199 | +3,199 | $0 | $90,340 | +$90,340 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 0 | 1,734 | +1,734 | $0 | $89,457 | +$89,457 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 0 | 251 | +251 | $0 | $89,048 | +$89,048 |
|---|
SOFI
SOFI TECHNOLOGIES INC | United States | COM | 0 | 3,326 | +3,326 | $0 | $87,873 | +$87,873 |
|---|
CRM
SALESFORCE INC | United States | COM | 0 | 339 | +339 | $0 | $80,408 | +$80,408 |
|---|
SO
SOUTHERN CO | United States | COM | 0 | 820 | +820 | $0 | $77,687 | +$77,687 |
|---|
DIS
DISNEY WALT CO | United States | COM | 0 | 664 | +664 | $0 | $76,010 | +$76,010 |
|---|
CAT
CATERPILLAR INC | United States | COM | 0 | 142 | +142 | $0 | $67,755 | +$67,755 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 0 | 389 | +389 | $0 | $65,087 | +$65,087 |
|---|
CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 0 | 1,598 | +1,598 | $0 | $62,626 | +$62,626 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 0 | 325 | +325 | $0 | $60,282 | +$60,282 |
|---|
ENB
ENBRIDGE INC | | COM | 0 | 1,164 | +1,164 | $0 | $58,735 | +$58,735 |
|---|
THC
TENET HEALTHCARE CORP | United States | COM NEW | 0 | 273 | +273 | $0 | $55,430 | +$55,430 |
|---|
FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 0 | 527 | +527 | $0 | $52,600 | +$52,600 |
|---|
RKLB
ROCKET LAB CORP | United States | COM | 0 | 1,081 | +1,081 | $0 | $51,791 | +$51,791 |
|---|
RGTI
RIGETTI COMPUTING INC | United States | COMMON STOCK | 0 | 1,736 | +1,736 | $0 | $51,715 | +$51,715 |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 0 | 1,146 | +1,146 | $0 | $51,054 | +$51,054 |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 0 | 239 | +239 | $0 | $50,342 | +$50,342 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 0 | 313 | +313 | $0 | $49,754 | +$49,754 |
|---|
PSKY
PARAMOUNT SKYDANCE CORP | United States | COM CL B | 0 | 2,540 | +2,540 | $0 | $48,064 | +$48,064 |
|---|
PEP
PEPSICO INC | United States | COM | 0 | 314 | +314 | $0 | $44,100 | +$44,100 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 0 | 268 | +268 | $0 | $43,360 | +$43,360 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 0 | 281 | +281 | $0 | $40,945 | +$40,945 |
|---|
MCD
MCDONALDS CORP | United States | COM | 0 | 131 | +131 | $0 | $39,810 | +$39,810 |
|---|
QCOM
QUALCOMM INC | United States | COM | 0 | 234 | +234 | $0 | $38,928 | +$38,928 |
|---|
PWR
QUANTA SVCS INC | United States | COM | 0 | 92 | +92 | $0 | $38,127 | +$38,127 |
|---|
AAL
AMERICAN AIRLS GROUP INC | United States | COM | 0 | 3,304 | +3,304 | $0 | $37,141 | +$37,141 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 0 | 83 | +83 | $0 | $37,120 | +$37,120 |
|---|
CMI
CUMMINS INC | United States | COM | 0 | 86 | +86 | $0 | $36,324 | +$36,324 |
|---|
LOW
LOWES COS INC | United States | COM | 0 | 140 | +140 | $0 | $35,188 | +$35,188 |
|---|
CM
CANADIAN IMPERIAL BANK OF CO | | COM | 0 | 437 | +437 | $0 | $34,912 | +$34,912 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 0 | 169 | +169 | $0 | $34,601 | +$34,601 |
|---|
RS
RELIANCE INC | United States | COM | 0 | 122 | +122 | $0 | $34,261 | +$34,261 |
|---|
NKE
NIKE INC | United States | CL B | 0 | 481 | +481 | $0 | $33,540 | +$33,540 |
|---|
C
CITIGROUP INC | United States | COM NEW | 0 | 329 | +329 | $0 | $33,394 | +$33,394 |
|---|
RBRK
RUBRIK INC. | United States | CL A | 0 | 400 | +400 | $0 | $32,900 | +$32,900 |
|---|
AMTB
AMERANT BANCORP INC | United States | CL A | 0 | 1,646 | +1,646 | $0 | $31,718 | +$31,718 |
|---|
BMNR
BITMINE IMMERSION TECNOLOGIE | United States | COM NEW | 0 | 600 | +600 | $0 | $31,158 | +$31,158 |
|---|
ABT
ABBOTT LABS | United States | COM | 0 | 229 | +229 | $0 | $30,672 | +$30,672 |
|---|
FETH
FIDELITY ETHEREUM FD | United States | SHS | 0 | 734 | +734 | $0 | $30,498 | +$30,498 |
|---|
HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 0 | 210 | +210 | $0 | $30,072 | +$30,072 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 0 | 62 | +62 | $0 | $29,514 | +$29,514 |
|---|
BR
BROADRIDGE FINL SOLUTIONS IN | United States | COM | 0 | 120 | +120 | $0 | $28,580 | +$28,580 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 0 | 84 | +84 | $0 | $27,901 | +$27,901 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 0 | 5 | +5 | $0 | $26,996 | +$26,996 |
|---|
CIVI
CIVITAS RESOURCES INC | United States | COM NEW | 0 | 771 | +771 | $0 | $25,067 | +$25,067 |
|---|
LEN
LENNAR CORP | United States | CL A | 0 | 196 | +196 | $0 | $24,742 | +$24,742 |
|---|
USB
US BANCORP DEL | United States | COM NEW | 0 | 508 | +508 | $0 | $24,552 | +$24,552 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 0 | 286 | +286 | $0 | $24,231 | +$24,231 |
|---|
MAR
MARRIOTT INTL INC NEW | United States | CL A | 0 | 92 | +92 | $0 | $23,960 | +$23,960 |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 0 | 72 | +72 | $0 | $23,693 | +$23,693 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 0 | 48 | +48 | $0 | $23,555 | +$23,555 |
|---|
CARR
CARRIER GLOBAL CORPORATION | United States | COM | 0 | 390 | +390 | $0 | $23,283 | +$23,283 |
|---|
ADBE
ADOBE INC | United States | COM | 0 | 66 | +66 | $0 | $23,282 | +$23,282 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 0 | 242 | +242 | $0 | $23,104 | +$23,104 |
|---|
IR
INGERSOLL RAND INC | United States | COM | 0 | 266 | +266 | $0 | $21,977 | +$21,977 |
|---|
JCI
JOHNSON CTLS INTL PLC | | SHS | 0 | 196 | +196 | $0 | $21,550 | +$21,550 |
|---|
NOW
SERVICENOW INC | United States | COM | 0 | 23 | +23 | $0 | $21,166 | +$21,166 |
|---|
AIZ
ASSURANT INC | United States | COM | 0 | 97 | +97 | $0 | $21,010 | +$21,010 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 0 | 219 | +219 | $0 | $20,715 | +$20,715 |
|---|
PFE
PFIZER INC | United States | COM | 0 | 807 | +807 | $0 | $20,573 | +$20,573 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 164 | +164 | $0 | $20,249 | +$20,249 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 0 | 179 | +179 | $0 | $19,881 | +$19,881 |
|---|
FCX
FREEPORT-MCMORAN INC | United States | CL B | 0 | 491 | +491 | $0 | $19,257 | +$19,257 |
|---|
CSX
CSX CORP | United States | COM | 0 | 542 | +542 | $0 | $19,246 | +$19,246 |
|---|
ETN
EATON CORP PLC | | SHS | 0 | 51 | +51 | $0 | $19,087 | +$19,087 |
|---|
DHR
DANAHER CORPORATION | United States | COM | 0 | 96 | +96 | $0 | $19,033 | +$19,033 |
|---|
AMGN
AMGEN INC | United States | COM | 0 | 65 | +65 | $0 | $18,464 | +$18,464 |
|---|
MRK
MERCK & CO INC | United States | COM | 0 | 217 | +217 | $0 | $18,213 | +$18,213 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 0 | 111 | +111 | $0 | $18,004 | +$18,004 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 0 | 25 | +25 | $0 | $17,964 | +$17,964 |
|---|
TJX
TJX COS INC NEW | United States | COM | 0 | 122 | +122 | $0 | $17,702 | +$17,702 |
|---|
XPO
XPO INC | United States | COM | 0 | 136 | +136 | $0 | $17,581 | +$17,581 |
|---|
PCAR
PACCAR INC | United States | COM | 0 | 177 | +177 | $0 | $17,403 | +$17,403 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 0 | 87 | +87 | $0 | $15,985 | +$15,985 |
|---|
MFC
MANULIFE FINL CORP | | COM | 0 | 510 | +510 | $0 | $15,887 | +$15,887 |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 0 | 64 | +64 | $0 | $15,805 | +$15,805 |
|---|
MCO
MOODYS CORP | United States | COM | 0 | 33 | +33 | $0 | $15,724 | +$15,724 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 0 | 103 | +103 | $0 | $15,543 | +$15,543 |
|---|
NCLH
NORWEGIAN CRUISE LINE HLDG L | United States | SHS | 0 | 628 | +628 | $0 | $15,468 | +$15,468 |
|---|
INOD
INNODATA INC | United States | COM NEW | 0 | 200 | +200 | $0 | $15,414 | +$15,414 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 0 | 31 | +31 | $0 | $15,036 | +$15,036 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 0 | 30 | +30 | $0 | $14,601 | +$14,601 |
|---|
AJG
GALLAGHER ARTHUR J & CO | United States | COM | 0 | 47 | +47 | $0 | $14,558 | +$14,558 |
|---|
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