Checchi Capital Advisers
Latest statistics and disclosures from Checchi Capital Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, VUG, MSFT, EFA, and represent 36.24% of Checchi Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: IEV (+$14M), EWJ (+$9.1M), EMB, IAU, JNK, WMT, EPP, EWC, VGLT, PGX.
- Started 42 new stock positions in IR, ALGN, VTEB, EXP, LAMR, JNPR, ANSS, DG, RL, DVA.
- Reduced shares in these 10 stocks: QQQ (-$495M), ZIP (-$22M), SPTL (-$11M), VOE (-$7.1M), VBR (-$6.5M), SPY (-$5.3M), VCLT, EEMS, DV, BRZE.
- Sold out of its positions in TEAM, BBD, BRZE, DV, FleetCor Technologies, JBHT, IBN, IONS, MELI, NYCB. NTNX, TAK, ZIP, ICLR, STE.
- Checchi Capital Advisers was a net seller of stock by $-505M.
- Checchi Capital Advisers has $1.9B in assets under management (AUM), dropping by -16.55%.
- Central Index Key (CIK): 0001598186
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Checchi Capital Advisers holds 577 positions in its portfolio as reported in the March 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 March 31, 2024 positions
- Download the Checchi Capital Advisers March 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 21.9 | $405M | -55% | 912k | 444.01 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.9 | $147M | -3% | 280k | 523.09 |
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Vanguard Index Fds Growth Etf (VUG) | 2.6 | $48M | 140k | 344.20 |
|
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Microsoft Corporation (MSFT) | 2.0 | $36M | 86k | 420.72 |
|
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Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $35M | -2% | 441k | 79.86 |
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Apple (AAPL) | 1.7 | $31M | 180k | 171.48 |
|
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Spdr Ser Tr Bloomberg Intl T (BWX) | 1.6 | $30M | +3% | 1.3M | 22.24 |
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Ishares Tr Intl Trea Bd Etf (IGOV) | 1.5 | $28M | -2% | 699k | 39.63 |
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Ishares Gold Tr Ishares New (IAU) | 1.2 | $22M | +15% | 512k | 42.01 |
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Ishares Jp Morgan Em Etf (LEMB) | 1.1 | $21M | 590k | 36.08 |
|
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NVIDIA Corporation (NVDA) | 1.1 | $21M | 23k | 903.56 |
|
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Spdr Gold Tr Gold Shs (GLD) | 1.1 | $21M | +6% | 100k | 205.72 |
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Spdr Ser Tr Bloomberg Short (BWZ) | 1.1 | $20M | +3% | 764k | 26.36 |
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Ishares Tr Eafe Value Etf (EFV) | 1.1 | $20M | 363k | 54.40 |
|
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Ishares Tr Jpmorgan Usd Emg (EMB) | 1.0 | $19M | +18% | 212k | 89.67 |
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 1.0 | $18M | +3% | 723k | 24.51 |
|
Spdr Ser Tr Bloomberg Intl (IBND) | 1.0 | $18M | +3% | 607k | 29.11 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $18M | -3% | 426k | 41.08 |
|
Ishares Tr Europe Etf (IEV) | 0.9 | $17M | +422% | 312k | 55.67 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.9 | $17M | +20% | 174k | 95.20 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $16M | +4% | 386k | 41.77 |
|
Ishares Tr 3yrtb Etf (ISHG) | 0.9 | $16M | +3% | 227k | 69.89 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $15M | 142k | 103.79 |
|
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.8 | $14M | +11% | 1.2M | 11.88 |
|
Amazon (AMZN) | 0.7 | $14M | 76k | 180.38 |
|
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.7 | $13M | +15% | 226k | 59.24 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $13M | -32% | 69k | 191.88 |
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Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) | 0.7 | $13M | 593k | 22.36 |
|
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $12M | -7% | 196k | 63.33 |
|
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.6 | $12M | -47% | 420k | 27.94 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $12M | 150k | 77.73 |
|
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Alps Etf Tr Alerian Mlp (AMLP) | 0.6 | $11M | +8% | 235k | 47.46 |
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Ishares Core Msci Emkt (IEMG) | 0.6 | $11M | 210k | 51.60 |
|
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.6 | $11M | +3% | 168k | 63.85 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $10M | +11% | 127k | 80.51 |
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Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.5 | $10M | -2% | 198k | 50.86 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $9.6M | +12% | 111k | 86.48 |
|
Ishares Tr Mbs Etf (MBB) | 0.5 | $9.6M | +8% | 103k | 92.42 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $9.4M | +2% | 122k | 77.31 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $9.1M | 79k | 115.81 |
|
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Ishares Msci Jpn Etf New (EWJ) | 0.5 | $9.1M | NEW | 127k | 71.35 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $8.6M | 74k | 116.84 |
|
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Vanguard World Mega Cap Val Etf (MGV) | 0.5 | $8.5M | -5% | 71k | 119.51 |
|
Meta Platforms Cl A (META) | 0.5 | $8.5M | +2% | 17k | 485.58 |
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Eli Lilly & Co. (LLY) | 0.5 | $8.5M | 11k | 777.97 |
|
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Vanguard World Mega Grwth Ind (MGK) | 0.4 | $8.2M | 29k | 286.61 |
|
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $7.9M | +4% | 33k | 235.79 |
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Wisdomtree Tr Intl Smcap Div (DLS) | 0.4 | $7.8M | -13% | 120k | 65.21 |
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Tesla Motors (TSLA) | 0.4 | $7.8M | 44k | 175.79 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $7.7M | 39k | 200.30 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.5M | 49k | 152.26 |
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UnitedHealth (UNH) | 0.4 | $7.5M | -3% | 15k | 494.71 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $7.4M | 49k | 150.93 |
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Costco Wholesale Corporation (COST) | 0.4 | $7.4M | -2% | 10k | 732.63 |
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.4 | $7.3M | 336k | 21.72 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $6.8M | -2% | 132k | 51.60 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.8M | -17% | 16k | 420.52 |
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salesforce (CRM) | 0.4 | $6.6M | 22k | 301.18 |
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Ishares Em Mkt Sm-cp Etf (EEMS) | 0.3 | $6.5M | -26% | 110k | 58.85 |
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Broadcom (AVGO) | 0.3 | $6.2M | 4.7k | 1325.45 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $5.8M | 115k | 50.17 |
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Ishares Tr Msci Saudi Arbia (KSA) | 0.3 | $5.7M | -2% | 129k | 44.16 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $5.6M | -5% | 69k | 81.78 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $5.5M | +2% | 94k | 58.55 |
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Johnson & Johnson (JNJ) | 0.3 | $5.0M | 31k | 158.19 |
|
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Ishares Tr Msci India Etf (INDA) | 0.3 | $5.0M | +3% | 96k | 51.59 |
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Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $4.8M | -3% | 94k | 50.77 |
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Taboola.com Ord Shs (TBLA) | 0.3 | $4.8M | +38% | 1.1M | 4.44 |
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Goldman Sachs (GS) | 0.3 | $4.6M | 11k | 417.69 |
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Visa Com Cl A (V) | 0.2 | $4.5M | 16k | 279.08 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $4.5M | -2% | 99k | 45.61 |
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Exxon Mobil Corporation (XOM) | 0.2 | $4.4M | 38k | 116.24 |
|
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American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $4.4M | +34% | 67k | 65.86 |
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Home Depot (HD) | 0.2 | $4.3M | 11k | 383.61 |
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Procter & Gamble Company (PG) | 0.2 | $4.3M | 27k | 162.25 |
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Abbvie (ABBV) | 0.2 | $4.1M | 23k | 182.10 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $4.0M | 8.4k | 481.57 |
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Oracle Corporation (ORCL) | 0.2 | $4.0M | 32k | 125.61 |
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Merck & Co (MRK) | 0.2 | $3.8M | 29k | 131.95 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.6M | -12% | 16k | 228.59 |
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The Trade Desk Com Cl A (TTD) | 0.2 | $3.6M | 41k | 87.42 |
|
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Wal-Mart Stores (WMT) | 0.2 | $3.4M | +203% | 57k | 60.17 |
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $3.4M | 33k | 103.01 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.4M | -67% | 22k | 155.91 |
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Chevron Corporation (CVX) | 0.2 | $3.4M | +2% | 21k | 157.74 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $3.4M | 66k | 51.28 |
|
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Novo-nordisk A S Adr (NVO) | 0.2 | $3.3M | -9% | 26k | 128.40 |
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.2 | $3.2M | +4% | 58k | 55.80 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $3.2M | +9% | 54k | 58.07 |
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $3.1M | -58% | 40k | 78.23 |
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Coca-Cola Company (KO) | 0.2 | $3.1M | -2% | 51k | 61.18 |
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Wells Fargo & Company (WFC) | 0.2 | $3.1M | +2% | 53k | 57.96 |
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McDonald's Corporation (MCD) | 0.2 | $2.9M | 10k | 281.96 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $2.8M | 9.8k | 288.03 |
|
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Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $2.8M | +28% | 31k | 89.90 |
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Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.8M | -30% | 5.3k | 524.34 |
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Bank of America Corporation (BAC) | 0.1 | $2.7M | 71k | 37.92 |
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Intuit (INTU) | 0.1 | $2.7M | 4.1k | 650.00 |
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Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $2.7M | 52k | 51.51 |
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Toyota Motor Corp Ads (TM) | 0.1 | $2.6M | -2% | 10k | 251.68 |
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Qualcomm (QCOM) | 0.1 | $2.6M | 15k | 169.30 |
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Kkr & Co (KKR) | 0.1 | $2.4M | 24k | 100.58 |
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Cisco Systems (CSCO) | 0.1 | $2.4M | 47k | 49.91 |
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Ishares Msci Pac Jp Etf (EPP) | 0.1 | $2.3M | +903% | 55k | 42.81 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.3M | +3% | 17k | 136.05 |
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Ishares Msci Taiwan Etf (EWT) | 0.1 | $2.3M | +2% | 48k | 48.68 |
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Lowe's Companies (LOW) | 0.1 | $2.3M | 9.1k | 254.73 |
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Pepsi (PEP) | 0.1 | $2.3M | -4% | 13k | 175.00 |
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Caterpillar (CAT) | 0.1 | $2.3M | 6.2k | 366.45 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.3M | -4% | 6.5k | 346.61 |
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Netflix (NFLX) | 0.1 | $2.2M | 3.6k | 607.33 |
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Prologis (PLD) | 0.1 | $2.2M | 17k | 130.22 |
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Walt Disney Company (DIS) | 0.1 | $2.1M | 17k | 122.36 |
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Lockheed Martin Corporation (LMT) | 0.1 | $2.1M | 4.7k | 454.88 |
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Hudson Pacific Properties (HPP) | 0.1 | $2.1M | 319k | 6.45 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.0M | -4% | 63k | 32.23 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $2.0M | +12% | 18k | 107.60 |
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Marathon Petroleum Corp (MPC) | 0.1 | $2.0M | 9.8k | 201.50 |
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Ishares Msci Cda Etf (EWC) | 0.1 | $1.9M | NEW | 50k | 38.28 |
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Amgen (AMGN) | 0.1 | $1.9M | -3% | 6.7k | 284.33 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.9M | -9% | 2.0k | 970.32 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.9M | 3.7k | 504.60 |
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Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | 3.2k | 581.21 |
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Abbott Laboratories (ABT) | 0.1 | $1.8M | 16k | 113.66 |
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Advanced Micro Devices (AMD) | 0.1 | $1.8M | -5% | 10k | 180.49 |
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Northrop Grumman Corporation (NOC) | 0.1 | $1.8M | 3.8k | 478.64 |
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Booking Holdings (BKNG) | 0.1 | $1.8M | 493.00 | 3627.88 |
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Novartis Sponsored Adr (NVS) | 0.1 | $1.8M | 18k | 96.73 |
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International Business Machines (IBM) | 0.1 | $1.8M | +2% | 9.3k | 190.97 |
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ConocoPhillips (COP) | 0.1 | $1.8M | 14k | 127.28 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.7M | -6% | 7.0k | 249.86 |
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BlackRock (BLK) | 0.1 | $1.7M | 2.1k | 833.72 |
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Lam Research Corporation (LRCX) | 0.1 | $1.7M | 1.7k | 971.57 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $1.7M | -2% | 9.1k | 186.87 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | -3% | 39k | 43.35 |
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Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | -2% | 9.6k | 174.21 |
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TJX Companies (TJX) | 0.1 | $1.7M | 16k | 101.42 |
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Philip Morris International (PM) | 0.1 | $1.6M | 18k | 91.62 |
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Honeywell International (HON) | 0.1 | $1.6M | 7.9k | 205.25 |
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Agilon Health (AGL) | 0.1 | $1.6M | +2% | 265k | 6.10 |
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Eaton Corp SHS (ETN) | 0.1 | $1.6M | 5.1k | 312.69 |
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Applied Materials (AMAT) | 0.1 | $1.6M | 7.6k | 206.23 |
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Shell Spon Ads (SHEL) | 0.1 | $1.6M | 23k | 67.04 |
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Starbucks Corporation (SBUX) | 0.1 | $1.6M | +5% | 17k | 91.39 |
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Linde SHS (LIN) | 0.1 | $1.5M | -5% | 3.3k | 464.32 |
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Intel Corporation (INTC) | 0.1 | $1.5M | +3% | 34k | 44.17 |
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Danaher Corporation (DHR) | 0.1 | $1.5M | 5.9k | 249.72 |
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Union Pacific Corporation (UNP) | 0.1 | $1.5M | 6.0k | 245.94 |
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American Express Company (AXP) | 0.1 | $1.5M | 6.5k | 227.69 |
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Morgan Stanley Com New (MS) | 0.1 | $1.4M | -4% | 15k | 94.16 |
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Waste Management (WM) | 0.1 | $1.4M | 6.7k | 213.15 |
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Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | +6% | 14k | 97.53 |
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Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.4M | -3% | 20k | 67.75 |
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Anthem (ELV) | 0.1 | $1.4M | 2.6k | 518.54 |
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Progressive Corporation (PGR) | 0.1 | $1.3M | 6.5k | 206.82 |
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Automatic Data Processing (ADP) | 0.1 | $1.3M | 5.4k | 249.75 |
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Vanguard World Industrial Etf (VIS) | 0.1 | $1.3M | -14% | 5.5k | 244.15 |
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Stryker Corporation (SYK) | 0.1 | $1.3M | 3.7k | 357.87 |
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Marsh & McLennan Companies (MMC) | 0.1 | $1.3M | 6.5k | 205.99 |
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S&p Global (SPGI) | 0.1 | $1.3M | 3.1k | 425.45 |
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Nextera Energy (NEE) | 0.1 | $1.3M | 21k | 63.91 |
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Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.3M | -2% | 19k | 68.83 |
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Kla Corp Com New (KLAC) | 0.1 | $1.3M | 1.9k | 698.57 |
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Cigna Corp (CI) | 0.1 | $1.3M | 3.6k | 363.20 |
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Boeing Company (BA) | 0.1 | $1.3M | 6.7k | 192.99 |
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Ishares Msci Sth Kor Etf (EWY) | 0.1 | $1.3M | +6% | 19k | 67.11 |
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Deere & Company (DE) | 0.1 | $1.3M | 3.1k | 410.74 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.3M | 13k | 94.66 |
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Pulte (PHM) | 0.1 | $1.3M | 10k | 120.62 |
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Illinois Tool Works (ITW) | 0.1 | $1.3M | 4.7k | 268.33 |
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Analog Devices (ADI) | 0.1 | $1.2M | -2% | 6.3k | 197.80 |
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General Dynamics Corporation (GD) | 0.1 | $1.2M | 4.3k | 282.49 |
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Pfizer (PFE) | 0.1 | $1.2M | -2% | 44k | 27.75 |
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Verizon Communications (VZ) | 0.1 | $1.2M | +10% | 28k | 41.96 |
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General Electric Com New (GE) | 0.1 | $1.2M | +5% | 6.7k | 175.53 |
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Bhp Group Sponsored Ads (BHP) | 0.1 | $1.2M | 20k | 57.69 |
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Cme (CME) | 0.1 | $1.2M | +4% | 5.4k | 215.29 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | 2.9k | 399.09 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | +2% | 7.1k | 162.86 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 16k | 70.00 |
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Metropcs Communications (TMUS) | 0.1 | $1.1M | 7.0k | 163.22 |
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Sap Se Spon Adr (SAP) | 0.1 | $1.1M | 5.8k | 195.03 |
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American Tower Reit (AMT) | 0.1 | $1.1M | +6% | 5.7k | 197.60 |
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TransDigm Group Incorporated (TDG) | 0.1 | $1.1M | 918.00 | 1231.60 |
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Cintas Corporation (CTAS) | 0.1 | $1.1M | 1.6k | 687.04 |
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Sherwin-Williams Company (SHW) | 0.1 | $1.1M | -2% | 3.2k | 347.33 |
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Synopsys (SNPS) | 0.1 | $1.1M | 1.9k | 571.50 |
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Chipotle Mexican Grill (CMG) | 0.1 | $1.0M | -2% | 361.00 | 2906.77 |
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Servicenow (NOW) | 0.1 | $1.0M | 1.4k | 762.40 |
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Target Corporation (TGT) | 0.1 | $1.0M | +6% | 5.8k | 177.21 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.0M | 12k | 85.06 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.0M | -27% | 11k | 94.62 |
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Vanguard World Energy Etf (VDE) | 0.1 | $1.0M | -7% | 7.7k | 131.70 |
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Emerson Electric (EMR) | 0.1 | $1.0M | +5% | 8.9k | 113.42 |
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Equinix (EQIX) | 0.1 | $1.0M | +2% | 1.2k | 825.33 |
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Live Nation Entertainment (LYV) | 0.1 | $990k | +2% | 9.4k | 105.77 |
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Phillips 66 (PSX) | 0.1 | $986k | 6.0k | 163.34 |
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United Parcel Service CL B (UPS) | 0.1 | $985k | +7% | 6.6k | 148.63 |
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Valero Energy Corporation (VLO) | 0.1 | $982k | 5.8k | 170.70 |
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Charles Schwab Corporation (SCHW) | 0.1 | $976k | 14k | 72.34 |
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Nike CL B (NKE) | 0.1 | $965k | -14% | 10k | 93.98 |
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Southern Company (SO) | 0.1 | $961k | 13k | 71.74 |
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Hca Holdings (HCA) | 0.1 | $952k | 2.9k | 333.53 |
|
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Chubb (CB) | 0.1 | $947k | 3.7k | 259.14 |
|
|
CSX Corporation (CSX) | 0.1 | $945k | 26k | 37.07 |
|
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $936k | -4% | 3.6k | 260.72 |
|
Citigroup Com New (C) | 0.1 | $926k | +6% | 15k | 63.24 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $902k | +6% | 9.3k | 96.71 |
|
HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $899k | +6% | 23k | 39.36 |
|
Simon Property (SPG) | 0.0 | $898k | +4% | 5.7k | 156.49 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $889k | +387% | 15k | 60.74 |
|
Williams Companies (WMB) | 0.0 | $884k | 23k | 38.97 |
|
|
Unilever Spon Adr New (UL) | 0.0 | $882k | +4% | 18k | 50.19 |
|
Sphere Entertainment Cl A (SPHR) | 0.0 | $879k | 18k | 49.08 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $870k | 11k | 79.76 |
|
|
Vanguard World Financials Etf (VFH) | 0.0 | $868k | -27% | 8.5k | 102.39 |
|
At&t (T) | 0.0 | $856k | +6% | 49k | 17.60 |
|
Welltower Inc Com reit (WELL) | 0.0 | $852k | +5% | 9.1k | 93.44 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $850k | 3.4k | 247.41 |
|
|
Gilead Sciences (GILD) | 0.0 | $845k | 12k | 73.25 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $844k | 3.2k | 259.92 |
|
|
Thomson Reuters Corp. (TRI) | 0.0 | $832k | -9% | 5.3k | 155.82 |
|
Martin Marietta Materials (MLM) | 0.0 | $826k | 1.3k | 613.95 |
|
|
AutoZone (AZO) | 0.0 | $819k | -4% | 260.00 | 3151.65 |
|
Cummins (CMI) | 0.0 | $816k | 2.8k | 294.66 |
|
|
Motorola Solutions Com New (MSI) | 0.0 | $799k | +2% | 2.3k | 354.98 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $792k | 1.4k | 555.79 |
|
|
Micron Technology (MU) | 0.0 | $789k | +7% | 6.7k | 117.89 |
|
Boston Scientific Corporation (BSX) | 0.0 | $785k | 12k | 68.49 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $784k | NEW | 16k | 50.60 |
|
O'reilly Automotive (ORLY) | 0.0 | $783k | 694.00 | 1128.88 |
|
|
Intercontinental Exchange (ICE) | 0.0 | $775k | 5.6k | 137.43 |
|
|
Bristol Myers Squibb (BMY) | 0.0 | $770k | -8% | 14k | 54.23 |
|
BP Sponsored Adr (BP) | 0.0 | $763k | -2% | 20k | 37.68 |
|
Amphenol Corp Cl A (APH) | 0.0 | $759k | -5% | 6.6k | 115.35 |
|
Travelers Companies (TRV) | 0.0 | $757k | 3.3k | 230.15 |
|
|
PNC Financial Services (PNC) | 0.0 | $754k | +10% | 4.7k | 161.60 |
|
Aon Shs Cl A (AON) | 0.0 | $749k | -15% | 2.2k | 333.72 |
|
Equinor Asa Sponsored Adr (EQNR) | 0.0 | $746k | -4% | 28k | 27.03 |
|
Marriott Intl Cl A (MAR) | 0.0 | $744k | 2.9k | 252.31 |
|
|
Vanguard World Comm Srvc Etf (VOX) | 0.0 | $733k | -38% | 5.6k | 131.22 |
|
Paccar (PCAR) | 0.0 | $731k | 5.9k | 123.89 |
|
|
Norfolk Southern (NSC) | 0.0 | $731k | +3% | 2.9k | 254.87 |
|
Iron Mountain (IRM) | 0.0 | $730k | 9.1k | 80.21 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $729k | -7% | 2.9k | 250.04 |
|
Realty Income (O) | 0.0 | $729k | +26% | 14k | 54.10 |
|
Darden Restaurants (DRI) | 0.0 | $726k | 4.3k | 167.15 |
|
|
Gartner (IT) | 0.0 | $719k | 1.5k | 476.67 |
|
|
Microchip Technology (MCHP) | 0.0 | $718k | +2% | 8.0k | 89.71 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $718k | 1.4k | 525.73 |
|
Past Filings by Checchi Capital Advisers
SEC 13F filings are viewable for Checchi Capital Advisers going back to 2013
- 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
- Checchi Capital Advisers 2020 Q3 filed Nov. 10, 2020
- Checchi Capital Advisers 2020 Q2 filed Aug. 12, 2020