Checchi Capital Advisers
Latest statistics and disclosures from Checchi Capital Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, BWX, AAPL, MSFT, and represent 33.16% of Checchi Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: BWX (+$59M), MBB (+$20M), AVGO (+$7.1M), TLT (+$6.0M), SCJ, VCLT, IGOV, DGS, JNK, PGX.
- Started 33 new stock positions in SUI, CW, ELS, PNR, Te Connectivity, DTE, TTEK, ERIE, ULTA, FERG.
- Reduced shares in these 10 stocks: QQQ (-$226M), VUG (-$55M), EEM (-$22M), IEV, MGK, VGLT, AAPL, LRCX, GLD, SPTL.
- Sold out of its positions in ALLY, BLK, CRWD, DXCM, EC, IONS, EWC, IWM, LRCX, EL. LULU, MKL, SAIA, VONG, Ferguson Plc F, TEL.
- Checchi Capital Advisers was a net seller of stock by $-217M.
- Checchi Capital Advisers has $1.8B in assets under management (AUM), dropping by -6.74%.
- Central Index Key (CIK): 0001598186
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Portfolio Holdings for Checchi Capital Advisers
Checchi Capital Advisers holds 577 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Checchi Capital Advisers has 577 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Checchi Capital Advisers Sept. 30, 2024 positions
- Download the Checchi Capital Advisers September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 15.0 | $269M | -45% | 552k | 488.14 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.8 | $158M | 276k | 573.80 |
|
|
| Spdr Ser Tr Bloomberg Intl T (BWX) | 4.9 | $88M | +201% | 3.8M | 23.36 |
|
| Apple (AAPL) | 2.3 | $41M | -5% | 175k | 233.00 |
|
| Microsoft Corporation (MSFT) | 2.1 | $37M | 86k | 430.30 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.8 | $33M | 392k | 83.63 |
|
|
| Ishares Tr Mbs Etf (MBB) | 1.8 | $32M | +181% | 329k | 95.81 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 1.7 | $30M | +6% | 706k | 41.82 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $28M | 229k | 121.44 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.4 | $24M | 488k | 49.70 |
|
|
| Ishares Jp Morgan Em Etf (LEMB) | 1.3 | $24M | 613k | 38.46 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.2 | $21M | +2% | 220k | 93.58 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 1.1 | $20M | +7% | 201k | 97.79 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $19M | -8% | 78k | 243.06 |
|
| Spdr Ser Tr Bloomberg Intl (IBND) | 1.1 | $19M | 616k | 30.60 |
|
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 1.0 | $18M | +3% | 719k | 25.40 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $18M | -3% | 310k | 57.53 |
|
| Spdr Ser Tr Bloomberg Short (BWZ) | 1.0 | $18M | 646k | 27.54 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $18M | -6% | 371k | 47.85 |
|
| Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) | 1.0 | $17M | +6% | 727k | 23.41 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $17M | -56% | 359k | 45.86 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.9 | $16M | +7% | 1.3M | 12.35 |
|
| Ishares Tr 3yrtb Etf (ISHG) | 0.9 | $16M | -3% | 220k | 73.97 |
|
| Amazon (AMZN) | 0.8 | $15M | 78k | 186.33 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $14M | 70k | 200.78 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $14M | 125k | 107.65 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.7 | $13M | -17% | 217k | 61.54 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $13M | 194k | 67.70 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.7 | $12M | +13% | 229k | 53.70 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $12M | +3% | 152k | 80.30 |
|
| Tesla Motors (TSLA) | 0.7 | $12M | 46k | 261.63 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.7 | $12M | +5% | 179k | 66.37 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $12M | +5% | 250k | 47.13 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $11M | +2% | 116k | 97.42 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $11M | +2% | 134k | 83.75 |
|
| Meta Platforms Cl A (META) | 0.6 | $10M | +2% | 18k | 572.44 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $10M | -5% | 175k | 57.41 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $9.5M | 120k | 79.42 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $9.5M | -2% | 11k | 885.95 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $8.9M | -15% | 305k | 29.07 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $8.8M | -2% | 9.9k | 886.52 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $8.7M | 73k | 119.61 |
|
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.5 | $8.6M | -2% | 125k | 69.05 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $8.6M | 68k | 125.96 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $8.3M | 50k | 167.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $8.0M | -2% | 48k | 165.85 |
|
| Broadcom (AVGO) | 0.4 | $8.0M | +872% | 46k | 172.50 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.4 | $7.8M | +15% | 346k | 22.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $7.7M | +4% | 17k | 460.26 |
|
| UnitedHealth (UNH) | 0.4 | $7.7M | -9% | 13k | 584.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $7.6M | -6% | 36k | 210.86 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $6.8M | +754% | 70k | 98.10 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.4 | $6.8M | -4% | 107k | 63.79 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $6.7M | 125k | 53.72 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.3 | $6.0M | 103k | 58.53 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $5.8M | 111k | 52.81 |
|
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| salesforce (CRM) | 0.3 | $5.8M | +2% | 21k | 273.71 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $5.6M | +10% | 79k | 70.67 |
|
| Oracle Corporation (ORCL) | 0.3 | $5.5M | 33k | 170.40 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $5.5M | +4% | 67k | 83.15 |
|
| Goldman Sachs (GS) | 0.3 | $5.5M | 11k | 495.12 |
|
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| Ishares Tr Msci Saudi Arbia (KSA) | 0.3 | $5.4M | 128k | 42.70 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $5.3M | +51% | 65k | 81.23 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.2M | +3% | 44k | 117.22 |
|
| Johnson & Johnson (JNJ) | 0.3 | $4.9M | +4% | 30k | 162.06 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $4.8M | +2% | 80k | 60.42 |
|
| Procter & Gamble Company (PG) | 0.3 | $4.6M | 27k | 173.20 |
|
|
| Home Depot (HD) | 0.3 | $4.6M | +2% | 11k | 405.21 |
|
| Abbvie (ABBV) | 0.3 | $4.6M | +2% | 23k | 197.48 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.4M | -2% | 55k | 80.75 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $4.4M | 84k | 52.58 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.3M | -92% | 11k | 383.94 |
|
| Visa Com Cl A (V) | 0.2 | $4.3M | -4% | 16k | 274.95 |
|
| Taboola.com Ord Shs (TBLA) | 0.2 | $4.2M | +17% | 1.3M | 3.36 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.2M | 8.5k | 493.80 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $3.7M | -2% | 79k | 47.21 |
|
| Coca-Cola Company (KO) | 0.2 | $3.7M | 51k | 71.86 |
|
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $3.6M | 28k | 128.28 |
|
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $3.5M | 33k | 105.63 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.5M | 15k | 237.22 |
|
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.2 | $3.4M | 55k | 62.38 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $3.4M | -50% | 11k | 321.95 |
|
| Ishares Tr Europe Etf (IEV) | 0.2 | $3.4M | -53% | 58k | 58.27 |
|
| Kkr & Co (KKR) | 0.2 | $3.2M | 25k | 130.58 |
|
|
| Merck & Co (MRK) | 0.2 | $3.2M | -5% | 28k | 113.56 |
|
| Chevron Corporation (CVX) | 0.2 | $3.2M | 22k | 147.27 |
|
|
| Ishares Msci Japn Smcetf (SCJ) | 0.2 | $3.1M | NEW | 40k | 78.93 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $3.1M | +3% | 52k | 59.02 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $3.1M | 30k | 101.87 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.1M | 9.8k | 314.39 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $3.0M | -3% | 26k | 119.07 |
|
| Wells Fargo & Company (WFC) | 0.2 | $3.0M | 53k | 56.49 |
|
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| Ishares Msci Taiwan Etf (EWT) | 0.2 | $3.0M | +2% | 55k | 53.87 |
|
| McDonald's Corporation (MCD) | 0.2 | $3.0M | 9.7k | 304.52 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $2.9M | +2% | 74k | 39.68 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.9M | 4.9k | 586.53 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.8M | 17k | 167.67 |
|
|
| Intuit (INTU) | 0.2 | $2.7M | +4% | 4.3k | 621.00 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.6M | -2% | 4.5k | 584.57 |
|
| Netflix (NFLX) | 0.1 | $2.6M | +3% | 3.7k | 709.27 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $2.6M | 49k | 53.59 |
|
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.5M | 10k | 243.47 |
|
|
| Qualcomm (QCOM) | 0.1 | $2.5M | -3% | 15k | 170.05 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $2.5M | -28% | 23k | 109.65 |
|
| Lowe's Companies (LOW) | 0.1 | $2.5M | 9.1k | 270.85 |
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| Caterpillar (CAT) | 0.1 | $2.4M | 6.1k | 391.10 |
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| Pepsi (PEP) | 0.1 | $2.4M | +5% | 14k | 170.04 |
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| Cisco Systems (CSCO) | 0.1 | $2.3M | +2% | 44k | 53.22 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.3M | 44k | 52.66 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.3M | +5% | 6.5k | 353.48 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.2M | +12% | 11k | 206.57 |
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| Amgen (AMGN) | 0.1 | $2.1M | -2% | 6.7k | 322.23 |
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| Booking Holdings (BKNG) | 0.1 | $2.1M | 495.00 | 4212.12 |
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| Philip Morris International (PM) | 0.1 | $2.1M | 17k | 121.40 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.1M | +2% | 4.0k | 517.78 |
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| Prologis (PLD) | 0.1 | $2.0M | -3% | 16k | 126.28 |
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| International Business Machines (IBM) | 0.1 | $2.0M | 9.2k | 221.08 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $2.0M | -3% | 18k | 115.02 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.0M | 60k | 33.23 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.0M | 18k | 108.63 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.0M | -34% | 11k | 173.67 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | 3.1k | 618.57 |
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| TJX Companies (TJX) | 0.1 | $1.9M | 16k | 117.54 |
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| Nextera Energy (NEE) | 0.1 | $1.9M | +6% | 22k | 84.53 |
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| American Express Company (AXP) | 0.1 | $1.8M | 6.7k | 271.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.8M | +10% | 17k | 104.24 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | 15k | 121.16 |
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| Abbott Laboratories (ABT) | 0.1 | $1.7M | -2% | 15k | 114.01 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.7M | -10% | 3.3k | 528.04 |
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| Honeywell International (HON) | 0.1 | $1.7M | +4% | 8.3k | 206.71 |
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| Danaher Corporation (DHR) | 0.1 | $1.7M | 6.1k | 278.02 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $1.7M | -8% | 9.4k | 178.57 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.7M | +3% | 5.1k | 331.45 |
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| Progressive Corporation (PGR) | 0.1 | $1.7M | 6.5k | 253.76 |
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| S&p Global (SPGI) | 0.1 | $1.6M | +2% | 3.2k | 516.62 |
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| Walt Disney Company (DIS) | 0.1 | $1.6M | +2% | 17k | 96.19 |
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| Automatic Data Processing (ADP) | 0.1 | $1.6M | +8% | 5.9k | 276.74 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.6M | 20k | 77.91 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.6M | 9.6k | 162.91 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.6M | 24k | 65.95 |
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| Applied Materials (AMAT) | 0.1 | $1.6M | 7.7k | 202.05 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | +3% | 37k | 41.77 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.5M | -5% | 1.9k | 833.16 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.5M | -3% | 9.4k | 164.08 |
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| Analog Devices (ADI) | 0.1 | $1.5M | +2% | 6.7k | 230.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.5M | -3% | 5.8k | 263.83 |
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| Pulte (PHM) | 0.1 | $1.5M | 10k | 143.53 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 5.9k | 246.49 |
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| Metropcs Communications (TMUS) | 0.1 | $1.5M | 7.0k | 206.36 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | 2.9k | 491.27 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | +6% | 4.0k | 361.26 |
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| Linde SHS (LIN) | 0.1 | $1.4M | -9% | 3.0k | 476.86 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | -3% | 6.3k | 223.10 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.4M | -4% | 1.8k | 774.41 |
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| Waste Management (WM) | 0.1 | $1.4M | 6.7k | 207.60 |
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| ConocoPhillips (COP) | 0.1 | $1.4M | -3% | 13k | 105.28 |
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| Cintas Corporation (CTAS) | 0.1 | $1.4M | +298% | 6.6k | 205.88 |
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| Anthem (ELV) | 0.1 | $1.3M | 2.6k | 520.00 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.3M | -3% | 5.9k | 229.10 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.3M | 940.00 | 1427.13 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $1.3M | 5.1k | 260.07 |
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| American Tower Reit (AMT) | 0.1 | $1.3M | 5.7k | 232.57 |
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| General Dynamics Corporation (GD) | 0.1 | $1.3M | 4.4k | 302.20 |
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| Servicenow (NOW) | 0.1 | $1.3M | +4% | 1.5k | 894.39 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.3M | -2% | 6.2k | 206.64 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.3M | 6.8k | 188.58 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.3M | +5% | 3.3k | 381.67 |
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| Verizon Communications (VZ) | 0.1 | $1.3M | +2% | 28k | 44.91 |
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| Hca Holdings (HCA) | 0.1 | $1.2M | +6% | 3.1k | 406.43 |
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| Cigna Corp (CI) | 0.1 | $1.2M | 3.6k | 346.45 |
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| Deere & Company (DE) | 0.1 | $1.2M | -3% | 3.0k | 417.33 |
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| Pfizer (PFE) | 0.1 | $1.2M | +2% | 42k | 28.94 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $1.2M | 19k | 63.96 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.2M | +5% | 16k | 73.67 |
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| Southern Company (SO) | 0.1 | $1.2M | 13k | 90.18 |
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| Illinois Tool Works (ITW) | 0.1 | $1.2M | -5% | 4.5k | 262.07 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.2M | 18k | 64.62 |
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| Welltower Inc Com reit (WELL) | 0.1 | $1.2M | -2% | 9.0k | 128.03 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.1M | +2% | 18k | 64.96 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $1.1M | -5% | 18k | 62.11 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.1M | -5% | 12k | 97.49 |
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| Cme (CME) | 0.1 | $1.1M | 5.1k | 220.65 |
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| At&t (T) | 0.1 | $1.1M | 51k | 22.00 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.1M | +3% | 24k | 45.19 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.1M | +108% | 10k | 109.33 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.1M | 12k | 89.36 |
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| Agilon Health (AGL) | 0.1 | $1.1M | 273k | 3.93 |
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| Equinix (EQIX) | 0.1 | $1.1M | +2% | 1.2k | 887.63 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.1M | +6% | 11k | 98.12 |
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| Chubb (CB) | 0.1 | $1.1M | -2% | 3.7k | 288.40 |
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| Hudson Pacific Properties (HPP) | 0.1 | $1.0M | -31% | 219k | 4.78 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.0M | 9.1k | 115.31 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.0M | 2.3k | 449.63 |
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| Live Nation Entertainment (LYV) | 0.1 | $1.0M | 9.4k | 109.49 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.0M | -2% | 18k | 57.62 |
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| Williams Companies (WMB) | 0.1 | $1.0M | 23k | 45.65 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.0M | +9% | 6.3k | 160.64 |
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| Iron Mountain (IRM) | 0.1 | $992k | -5% | 8.3k | 118.83 |
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| Synopsys (SNPS) | 0.1 | $987k | 1.9k | 506.39 |
|
|
| Emerson Electric (EMR) | 0.1 | $977k | 8.9k | 109.37 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $967k | 12k | 83.80 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $951k | 3.4k | 276.76 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $947k | +10% | 5.4k | 174.57 |
|
| Citigroup Com New (C) | 0.1 | $944k | 15k | 62.60 |
|
|
| Simon Property (SPG) | 0.1 | $942k | 5.6k | 169.02 |
|
|
| PNC Financial Services (PNC) | 0.1 | $914k | +3% | 4.9k | 184.85 |
|
| Cummins (CMI) | 0.1 | $907k | 2.8k | 323.80 |
|
|
| Thomson Reuters Corp. (TRI) | 0.1 | $900k | 5.3k | 170.65 |
|
|
| Constellation Energy (CEG) | 0.1 | $899k | -3% | 3.5k | 260.02 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $897k | 14k | 64.81 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $894k | 1.4k | 631.82 |
|
|
| Target Corporation (TGT) | 0.0 | $887k | 5.7k | 155.86 |
|
|
| Boeing Company (BA) | 0.0 | $886k | -4% | 5.8k | 152.04 |
|
| Public Storage (PSA) | 0.0 | $874k | +10% | 2.4k | 363.83 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $871k | 7.1k | 122.47 |
|
|
| CSX Corporation (CSX) | 0.0 | $863k | 25k | 34.53 |
|
|
| Gilead Sciences (GILD) | 0.0 | $861k | 10k | 83.84 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $845k | 1.8k | 465.08 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $843k | 3.0k | 281.37 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $835k | 3.1k | 267.37 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $835k | 7.6k | 109.91 |
|
|
| Oneok (OKE) | 0.0 | $828k | 9.1k | 91.13 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $820k | -2% | 13k | 65.16 |
|
| O'reilly Automotive (ORLY) | 0.0 | $819k | 711.00 | 1151.60 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $814k | -2% | 2.9k | 283.18 |
|
| 3M Company (MMM) | 0.0 | $810k | 5.9k | 136.70 |
|
|
| AutoZone (AZO) | 0.0 | $810k | 257.00 | 3150.04 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $802k | 7.7k | 103.81 |
|
|
| Sphere Entertainment Cl A (SPHR) | 0.0 | $791k | 18k | 44.18 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $788k | +7% | 6.6k | 118.63 |
|
| AFLAC Incorporated (AFL) | 0.0 | $779k | 7.0k | 111.81 |
|
|
| Gartner (IT) | 0.0 | $778k | 1.5k | 506.76 |
|
|
| Phillips 66 (PSX) | 0.0 | $769k | -3% | 5.9k | 131.45 |
|
| Digital Realty Trust (DLR) | 0.0 | $760k | 4.7k | 161.84 |
|
|
| Paychex (PAYX) | 0.0 | $758k | -4% | 5.6k | 134.19 |
|
| Trane Technologies SHS (TT) | 0.0 | $757k | 1.9k | 388.74 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $752k | -3% | 5.6k | 135.04 |
|
| Republic Services (RSG) | 0.0 | $752k | +2% | 3.7k | 200.84 |
|
| Altria (MO) | 0.0 | $750k | +4% | 15k | 51.04 |
|
| Rbc Cad (RY) | 0.0 | $749k | -11% | 6.0k | 124.73 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $747k | +3% | 15k | 51.12 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $743k | 3.0k | 248.60 |
|
|
| Realty Income (O) | 0.0 | $742k | -2% | 12k | 63.42 |
|
| Travelers Companies (TRV) | 0.0 | $740k | -2% | 3.2k | 234.13 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $735k | 2.6k | 282.20 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $729k | 9.1k | 80.49 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $728k | 692.00 | 1051.24 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $725k | 71k | 10.18 |
|
|
| Nike CL B (NKE) | 0.0 | $723k | -16% | 8.2k | 88.40 |
|
| United Parcel Service CL B (UPS) | 0.0 | $721k | -5% | 5.3k | 136.34 |
|
Past Filings by Checchi Capital Advisers
SEC 13F filings are viewable for Checchi Capital Advisers going back to 2013
- Checchi Capital Advisers 2024 Q3 filed Nov. 4, 2024
- Checchi Capital Advisers 2024 Q2 filed July 26, 2024
- Checchi Capital Advisers 2024 Q1 filed April 25, 2024
- Checchi Capital Advisers 2023 Q4 filed Feb. 7, 2024
- Checchi Capital Advisers 2023 Q3 filed Nov. 13, 2023
- Checchi Capital Advisers 2023 Q2 filed Aug. 10, 2023
- Checchi Capital Advisers 2023 Q1 filed May 8, 2023
- Checchi Capital Advisers 2022 Q4 filed Feb. 10, 2023
- Checchi Capital Advisers 2022 Q3 filed Nov. 9, 2022
- Checchi Capital Advisers 2022 Q2 filed Aug. 11, 2022
- Checchi Capital Advisers 2022 Q1 filed May 9, 2022
- Checchi Capital Advisers 2021 Q4 filed Feb. 9, 2022
- Checchi Capital Advisers 2021 Q3 filed Nov. 9, 2021
- Checchi Capital Advisers 2021 Q2 filed Aug. 6, 2021
- Checchi Capital Advisers 2021 Q1 filed May 10, 2021
- Checchi Capital Advisers 2020 Q4 filed Feb. 12, 2021