Guerra Advisors Inc.
Guerra Advisors, Inc. (dba Guerra Wealth Advisors) is a Miami, Florida-based registered investment adviser and wealth management firm, founded in 1986. The firm manages over $600 million for more than 2,500 client families and employs a team of approximately 30 professionals. Guerra specializes in tailored investment and financial planning for individuals and families, with additional services spanning retirement, estate, and tax planning. The firm holds fiduciary standard, emphasizing independent, client-first advice and serving a diverse South Florida population, especially the Hispanic community.
Investment Strategy
Guerra Advisors employs a fiduciary, independent investment strategy focused on client objectives, risk tolerance, and values. The firm believes that market timing presents more risks than opportunities, promotes proper diversification as a means to maximize returns relative to risk, and emphasizes the importance of income and dividends in long-term performance. Fees are considered as part of portfolio construction, but not the ultimate deciding factor, and every portfolio is aligned to accommodate clients’ emotional tolerance and financial goals. The firm primarily uses ETFs, mutual funds, and equities in building diversified portfolios for clients.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.09% | $15.0M | 24,265 | $586.74 | $617.85 | +$1.7M |
S SCHG | SCHWAB STRATEGIC TR | 6.39% | $13.5M | 462,928 | $28.07 | $29.21 | +$3.6M |
Q QQQ | INVESCO QQQ TR | 6.24% | $13.2M | 23,948 | $511.59 | $551.64 | +$2.1M |
I IYW | ISHARES TR | 5.92% | $12.5M | 72,318 | $159.52 | $173.27 | +$2.1M |
F FCOM | FIDELITY COVINGTON TRUST | 3.97% | $8.4M | 129,640 | $58.70 | $64.81 | -$1.4M |