Checchi Capital Advisers as of Dec. 31, 2013
Portfolio Holdings for Checchi Capital Advisers
Checchi Capital Advisers holds 152 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) | 10.4 | $14M | 236k | 57.74 | |
iShares Lehman MBS Bond Fund (MBB) | 7.5 | $9.8M | 94k | 104.57 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 6.1 | $7.9M | 79k | 100.19 | |
iShares MSCI Emerging Markets Indx (EEM) | 4.3 | $5.6M | 134k | 41.79 | |
Spdr Series Trust equity (IBND) | 4.1 | $5.3M | 146k | 36.65 | |
iShares MSCI EAFE Growth Index (EFG) | 2.8 | $3.6M | 51k | 71.48 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 2.8 | $3.6M | 71k | 50.97 | |
iShares MSCI EAFE Value Index (EFV) | 2.7 | $3.6M | 62k | 57.20 | |
Powershares Etf Trust Ii intl corp bond | 2.1 | $2.8M | 95k | 29.51 | |
Market Vectors Emerging Mkts Local ETF | 2.1 | $2.8M | 117k | 23.55 | |
Vanguard Emerging Markets ETF (VWO) | 1.9 | $2.5M | 62k | 41.14 | |
CurrencyShares Japanese Yen Trust | 1.9 | $2.5M | 27k | 92.76 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.8 | $2.4M | 29k | 82.70 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 1.7 | $2.3M | 31k | 72.48 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 1.7 | $2.2M | 39k | 55.02 | |
Apple (AAPL) | 1.5 | $1.9M | 3.4k | 561.03 | |
Vanguard Small-Cap ETF (VB) | 1.4 | $1.8M | 17k | 109.97 | |
Exxon Mobil Corporation (XOM) | 1.2 | $1.6M | 16k | 101.23 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.2 | $1.5M | 14k | 108.13 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 1.1 | $1.4M | 14k | 102.92 | |
D Ishares (EEMS) | 1.1 | $1.4M | 30k | 47.65 | |
General Electric Company | 0.9 | $1.1M | 40k | 28.03 | |
Microsoft Corporation (MSFT) | 0.8 | $1.1M | 28k | 37.41 | |
Wal-Mart Stores (WMT) | 0.8 | $1.0M | 13k | 78.72 | |
iShares MSCI South Korea Index Fund (EWY) | 0.7 | $948k | 15k | 64.66 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.7 | $957k | 12k | 79.75 | |
0.7 | $912k | 814.00 | 1120.39 | ||
Chevron Corporation (CVX) | 0.7 | $881k | 7.1k | 124.89 | |
Procter & Gamble Company (PG) | 0.7 | $883k | 11k | 81.37 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.7 | $873k | 10k | 84.40 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.7 | $857k | 7.1k | 120.03 | |
Pfizer (PFE) | 0.6 | $755k | 25k | 30.65 | |
Johnson & Johnson (JNJ) | 0.6 | $727k | 7.9k | 91.62 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.6 | $736k | 8.9k | 83.00 | |
Novartis (NVS) | 0.5 | $653k | 8.1k | 80.43 | |
Wells Fargo & Company (WFC) | 0.5 | $633k | 14k | 45.41 | |
International Business Machines (IBM) | 0.5 | $641k | 3.4k | 187.54 | |
Magellan Midstream Partners | 0.5 | $633k | 10k | 63.30 | |
China Mobile | 0.5 | $627k | 12k | 52.26 | |
Coca-Cola Company (KO) | 0.5 | $626k | 15k | 41.29 | |
At&t (T) | 0.5 | $601k | 17k | 35.15 | |
Royal Dutch Shell | 0.5 | $582k | 8.2k | 71.27 | |
Vodafone | 0.5 | $589k | 15k | 39.34 | |
PowerShares India Portfolio | 0.5 | $581k | 33k | 17.62 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $563k | 9.6k | 58.53 | |
Toyota Motor Corporation (TM) | 0.4 | $531k | 4.4k | 122.01 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.4 | $536k | 5.9k | 90.33 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.4 | $528k | 6.6k | 79.85 | |
iShares Barclays Credit Bond Fund (USIG) | 0.4 | $507k | 4.7k | 106.98 | |
Ishares Inc core msci emkt (IEMG) | 0.4 | $506k | 10k | 49.83 | |
Oracle Corporation (ORCL) | 0.4 | $501k | 13k | 38.23 | |
Total (TTE) | 0.4 | $478k | 7.8k | 61.27 | |
iShares MSCI Taiwan Index | 0.4 | $483k | 34k | 14.42 | |
Home Depot (HD) | 0.4 | $471k | 5.7k | 82.40 | |
Walt Disney Company (DIS) | 0.4 | $467k | 6.1k | 76.33 | |
Cisco Systems (CSCO) | 0.4 | $473k | 21k | 22.41 | |
Pepsi (PEP) | 0.4 | $474k | 5.7k | 82.90 | |
Vanguard Mega Cap 300 Index (MGC) | 0.4 | $463k | 7.3k | 63.20 | |
Merck & Co (MRK) | 0.3 | $456k | 9.1k | 50.06 | |
SPDR Barclays Capital Mortgage Back ETF (SPMB) | 0.3 | $452k | 17k | 26.55 | |
Intel Corporation (INTC) | 0.3 | $449k | 17k | 25.97 | |
Philip Morris International (PM) | 0.3 | $437k | 5.0k | 87.09 | |
Verizon Communications (VZ) | 0.3 | $413k | 8.4k | 49.17 | |
Gilead Sciences (GILD) | 0.3 | $422k | 5.6k | 75.10 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.3 | $416k | 3.8k | 110.55 | |
HSBC Holdings (HSBC) | 0.3 | $400k | 7.3k | 55.07 | |
MasterCard Incorporated (MA) | 0.3 | $407k | 487.00 | 835.73 | |
Siemens (SIEGY) | 0.3 | $402k | 2.9k | 138.38 | |
Bank of America Corporation (BAC) | 0.3 | $390k | 25k | 15.55 | |
Bristol Myers Squibb (BMY) | 0.3 | $384k | 7.2k | 53.09 | |
United Technologies Corporation | 0.3 | $383k | 3.4k | 113.82 | |
BP (BP) | 0.3 | $371k | 7.6k | 48.55 | |
Visa (V) | 0.3 | $359k | 1.6k | 222.98 | |
Tor Dom Bk Cad (TD) | 0.3 | $365k | 3.9k | 94.36 | |
ConocoPhillips (COP) | 0.3 | $358k | 5.1k | 70.70 | |
GlaxoSmithKline | 0.3 | $346k | 6.5k | 53.35 | |
Nike (NKE) | 0.3 | $351k | 4.5k | 78.72 | |
Qualcomm (QCOM) | 0.3 | $350k | 4.7k | 74.20 | |
Comcast Corporation (CMCSA) | 0.3 | $336k | 6.5k | 52.00 | |
Cnooc | 0.3 | $334k | 1.8k | 187.43 | |
Citigroup (C) | 0.3 | $335k | 6.4k | 52.17 | |
Sanofi-Aventis SA (SNY) | 0.2 | $325k | 6.1k | 53.57 | |
Amazon (AMZN) | 0.2 | $325k | 815.00 | 398.77 | |
Caterpillar (CAT) | 0.2 | $307k | 3.4k | 90.86 | |
McDonald's Corporation (MCD) | 0.2 | $307k | 3.2k | 96.94 | |
Boeing Company (BA) | 0.2 | $319k | 2.3k | 136.38 | |
AstraZeneca (AZN) | 0.2 | $303k | 5.1k | 59.31 | |
Royal Dutch Shell | 0.2 | $299k | 4.0k | 75.18 | |
Biogen Idec (BIIB) | 0.2 | $298k | 1.1k | 279.29 | |
Eni S.p.A. (E) | 0.2 | $296k | 6.1k | 48.47 | |
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.2 | $299k | 5.5k | 54.26 | |
Alleghany Corporation | 0.2 | $288k | 719.00 | 400.56 | |
Bk Nova Cad (BNS) | 0.2 | $289k | 4.6k | 62.49 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $282k | 2.8k | 99.33 | |
Time Warner | 0.2 | $271k | 3.9k | 69.81 | |
FedEx Corporation (FDX) | 0.2 | $268k | 1.9k | 143.70 | |
Amgen (AMGN) | 0.2 | $275k | 2.4k | 113.97 | |
Rio Tinto (RIO) | 0.2 | $279k | 4.9k | 56.48 | |
Schlumberger (SLB) | 0.2 | $270k | 3.0k | 89.97 | |
Novo Nordisk A/S (NVO) | 0.2 | $270k | 1.5k | 184.43 | |
Abbvie (ABBV) | 0.2 | $274k | 5.2k | 52.73 | |
Eli Lilly & Co. (LLY) | 0.2 | $265k | 5.2k | 51.06 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $266k | 2.8k | 95.07 | |
Sap (SAP) | 0.2 | $255k | 2.9k | 87.00 | |
SPDR Barclays Capital High Yield B | 0.2 | $260k | 6.4k | 40.61 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $254k | 15k | 17.43 | |
CBS Corporation | 0.2 | $248k | 3.9k | 63.84 | |
United Parcel Service (UPS) | 0.2 | $253k | 2.4k | 105.15 | |
Time Warner Cable | 0.2 | $234k | 1.7k | 135.42 | |
Vale (VALE) | 0.2 | $233k | 15k | 15.26 | |
BHP Billiton | 0.2 | $237k | 3.8k | 62.06 | |
Berkshire Hathaway (BRK.B) | 0.2 | $229k | 1.9k | 118.78 | |
3M Company (MMM) | 0.2 | $238k | 1.7k | 140.50 | |
CVS Caremark Corporation (CVS) | 0.2 | $234k | 3.3k | 71.47 | |
eBay (EBAY) | 0.2 | $233k | 4.2k | 54.89 | |
Honeywell International (HON) | 0.2 | $233k | 2.6k | 91.27 | |
Unilever | 0.2 | $239k | 5.9k | 40.29 | |
KB Financial (KB) | 0.2 | $240k | 5.9k | 40.47 | |
Prudential Public Limited Company (PUK) | 0.2 | $232k | 5.1k | 45.06 | |
Nippon Telegraph & Telephone (NTTYY) | 0.2 | $239k | 8.8k | 27.04 | |
SPDR S&P International Small Cap (GWX) | 0.2 | $237k | 7.1k | 33.62 | |
American Express Company (AXP) | 0.2 | $221k | 2.4k | 90.87 | |
Principal Financial (PFG) | 0.2 | $220k | 4.5k | 49.34 | |
Altria (MO) | 0.2 | $225k | 5.9k | 38.38 | |
Telefonica (TEF) | 0.2 | $224k | 14k | 16.35 | |
Twenty-first Century Fox | 0.2 | $220k | 6.3k | 35.15 | |
Goldman Sachs (GS) | 0.2 | $206k | 1.2k | 177.59 | |
State Street Corporation (STT) | 0.2 | $204k | 2.8k | 73.46 | |
Ubs Ag Cmn | 0.2 | $211k | 11k | 19.29 | |
Emerson Electric (EMR) | 0.2 | $210k | 3.0k | 70.12 | |
Lockheed Martin Corporation (LMT) | 0.2 | $209k | 1.4k | 148.86 | |
Colgate-Palmolive Company (CL) | 0.2 | $212k | 3.3k | 65.11 | |
Honda Motor (HMC) | 0.2 | $209k | 5.1k | 41.33 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $205k | 1.9k | 106.72 | |
Yahoo! | 0.2 | $210k | 5.2k | 40.38 | |
BHP Billiton (BHP) | 0.2 | $206k | 3.0k | 68.28 | |
British American Tobac (BTI) | 0.2 | $205k | 1.9k | 107.44 | |
Unilever (UL) | 0.2 | $202k | 4.9k | 41.15 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.2 | $213k | 2.1k | 101.82 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $204k | 4.0k | 50.67 | |
Directv | 0.2 | $209k | 3.0k | 69.09 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $192k | 16k | 12.38 | |
ING Groep (ING) | 0.1 | $199k | 14k | 14.00 | |
FelCor Lodging Trust Incorporated | 0.1 | $165k | 20k | 8.17 | |
Banco Bradesco SA (BBD) | 0.1 | $171k | 14k | 12.53 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.1 | $152k | 13k | 12.20 | |
Mizuho Financial (MFG) | 0.1 | $138k | 32k | 4.36 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $101k | 15k | 6.65 | |
Frontier Communications | 0.1 | $61k | 13k | 4.64 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $56k | 170k | 0.33 | |
Lloyds TSB (LYG) | 0.0 | $53k | 10k | 5.29 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $22k | 48k | 0.46 |