CC

Checchi Capital Advisers, LLC

13F
Checchi Capital Advisers, LLC
Last update 2025-04-29 582 Stocks (32 new)
Value $1.90 Bil Turnover 9 %
Countries:
Top Holdings: AAPL(2.24%)BWX(1.86%)MSFT(1.77%)IBND(1.77%)MBB(1.73%)
Summary Stock Picks Current Portfolio
Checchi Capital Advisers, LLC Top Holdings of 2025-03-31 View Full List
Ticker
QQQ PUT
SPY PUT
AAPL
BWX
MSFT
IBND
MBB
IAU
SPTL
NVDA
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ PUT 		INVESCO QQQ Trust
665,600
312,113.2
0%
16.450
0%
0.110
+6.24%
+3.30%
335,521.0
 
SPY PUT 		SPDR S&P 500 ETF Trust
265,600
148,574.0
0%
7.830
0%
0.030
+2.42%
+2.01%
609,700.0
 
AAPL 		Apple Inc
191,279
42,488.8
+2.78%
2.240
+0.06%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
BWX 		SPDR Bloomberg International Treasury Bond ETF
1,610,568
35,207.0
+14.88%
1.860
+0.24%
2.560
+5.87%
+8.07%
1,423.3
 
MSFT 		Microsoft Corp
89,426
33,569.5
+1.48%
1.770
+0.03%
0.000
+19.39%
+10.26%
3,441,044.8
Software
IBND 		SPDR Bloomberg International Corporate Bond ETF
1,136,116
33,504.1
+88.95%
1.770
+0.83%
12.550
+9.35%
+11.72%
318.4
 
MBB 		iShares MBS ETF
350,649
32,883.8
+218.64%
1.730
+1.19%
0.090
-1.01%
+2.10%
37,992.5
 
IAU 		iShares Gold Trust
437,788
25,812.0
-7.16%
1.360
-0.10%
0.060
+15.87%
+27.71%
46,537.4
 
SPTL 		SPDR Portfolio Long Term Treasury ETF
932,542
25,421.1
+7.55%
1.340
+0.09%
0.220
-6.16%
-0.32%
11,089.4
 
NVDA 		NVIDIA Corp
226,029
24,497.0
-0.65%
1.290
-0.01%
0.000
+23.82%
+5.17%
3,444,010.8
Semiconductors

Checchi Capital Advisers, LLC's Historical Top Holdings Breakdowns

Checchi Capital Advisers, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG 		Vanguard Growth ETF2025-03-31Reduce
-3.66%
●
369.1 ($404.54) 427.61
$419.19
3.62%
Reduce -92.08%
13,198
-153,411
MBB 		iShares MBS ETF2025-03-31Add
+1.19%
●
90.37 ($92.49) 94.08
$91.97
-0.56%
Add 218.64%
350,649
240,604
IBND 		SPDR Bloomberg International Corporate Bond ETF2025-03-31Add
+0.83%
●
27.72 ($28.82) 29.79
$31.37
8.85%
Add 88.95%
1,136,116
534,847
IEV 		iShares Europe ETF2025-03-31Add
+0.76%
●
51.87 ($56.81) 60.68
$63.21
11.27%
Add 434.64%
307,565
250,037
IEI 		iShares 3-7 Year Treasury Bond ETF2025-03-31Add
+0.63%
●
114.57 ($116.45) 118.14
$117.48
0.88%
Add 136.82%
174,832
101,008
VCLT 		Vanguard Long-Term Corporate Bond ETF2025-03-31Add
+0.50%
●
73.11 ($75.48) 77.43
$73.45
-2.69%
Add 316.47%
164,580
125,062
VBK 		Vanguard Small Cap Growth ETF2025-03-31Reduce
-0.43%
●
247.97 ($277.1) 296.33
$268.29
-3.18%
Reduce -90.18%
2,885
-26,486
EWJ 		iShares MSCI Japan ETF2025-03-31New Buy
+0.35%
●
65.24 ($68.76) 71.7
$74.13
7.81%
New holding
98,093
98,093
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Add
+0.31%
●
85.29 ($89.02) 92.57
$85.01
-4.50%
Add 75.54%
151,902
65,366
VOT 		Vanguard Mid-Cap Growth ETF2025-03-31Reduce
-0.29%
●
237.55 ($260.02) 276.98
$272.97
4.98%
Reduce -62.53%
11,756
-19,622

Checchi Capital Advisers, LLC Total Holding History ($B)

To

Checchi Capital Advisers, LLC's Asset Allocation

To

Checchi Capital Advisers, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Checchi Capital Advisers, LLC's Hypothetical Growth since 2025-03-31

Checchi Capital Advisers, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Checchi Capital Advisers, LLC's Holdings Heat Map

Size field:

Checchi Capital Advisers, LLC's Holdings Bubble Chart

Checchi Capital Advisers, LLC News

  • 1

Discussions on Checchi Capital Advisers, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.