Checchi Capital Advisers, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Checchi Capital Advisers, LLC reported 577 stock positions worth $1.3 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 3.8% of the portfolio, followed by Microsoft (MSFT, 2.8%) and Apple (AAPL, 2.4%). Compared with Q4 2023, it opened 41 new positions, sold out of 14, added to 278 and reduced 227. The biggest buy was iShares Europe ETF (IEV, shares +422%) and the biggest sale an exit from Ziprecruiter Class A (ZIP).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001598186
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0001085146-24-002021 ↗ filed Apr 25, 2024
Holdings Value
Holdings 577 stocks · $1.3B
| VUG Vanguard Mrngstar GR ETF-Sui | 3.77% | 140,012 | $48.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.82% | 85,821 | $36.1M | Add +0.8% |
| AAPL Apple Inc. | 2.41% | 179,705 | $30.8M | Reduce -0.6% |
| BWX SS SPDR BB Intl Treasury BD | 2.32% | 1,332,327 | $29.6M | Add +3.8% |
| IGOV iShares International Treasu | 2.16% | 699,192 | $27.7M | Reduce -2.4% |
| IAU iShares Gold Trust | 1.68% | 512,290 | $21.5M | Add +15.0% |
| LEMB iShares JP Morgan Em Local C | 1.66% | 589,562 | $21.3M | Add +0.2% |
| NVDA Nvidia Corp. | 1.60% | 22,706 | $20.5M | Reduce -0.1% |
| GLD SPDR Gold Shares | 1.60% | 99,676 | $20.5M | Add +6.5% |
| BWZ State Street SPDR Bloomberg | 1.57% | 763,720 | $20.1M | Add +3.3% |
| EFV iShares MSCI Eafe Value ETF | 1.54% | 362,882 | $19.7M | Reduce -0.1% |
| EMB iShares JP Morgan Usd Emergi | 1.48% | 211,800 | $19.0M | Add +18.5% |
| EMLC Vaneck JPM Em Local Curr BND | 1.38% | 722,895 | $17.7M | Add +3.5% |
| IBND SS SPDR BB Intl Corp. BD ETF | 1.38% | 606,484 | $17.7M | Add +3.5% |
| IEV iShares Europe ETF | 1.36% | 311,557 | $17.3M | Add +422.4% |
| JNK SS SPDR BB High Yield Bond | 1.29% | 173,730 | $16.5M | Add +20.4% |
| EEM iShares MSCI Emerging Market | 1.27% | 395,360 | $16.2M | Reduce -4.1% |
| VWO Vanguard Ftse Emerging Marke | 1.26% | 386,070 | $16.1M | Add +4.9% |
| ISHG iShares -3 Year Internationa | 1.24% | 227,166 | $15.9M | Add +4.0% |
| EFG iShares MSCI Eafe Growth ETF | 1.15% | 142,416 | $14.8M | Reduce -0.9% |
| PGX Invesco Preferred ETF | 1.09% | 1,179,185 | $14.0M | Add +11.4% |
| AMZN Amazon.com Inc. | 1.08% | 76,373 | $13.8M | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 1.07% | 171,542 | $13.7M | Reduce -4.1% |
| VGLT Vanguard Long-Term Treasury | 1.05% | 226,234 | $13.4M | Add +15.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.04% | 69,398 | $13.3M | Reduce -32.6% |
| PICB Invesco International Corpor | 1.04% | 592,895 | $13.3M | Add +1.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.97% | 196,214 | $12.4M | Reduce -7.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.92% | 420,008 | $11.7M | Reduce -47.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.91% | 150,253 | $11.7M | Reduce -0.6% |
| AMLP Alerian MLP ETF | 0.87% | 235,043 | $11.2M | Add +8.8% |
| IEMG iShares Core MSCI Emerging | 0.85% | 210,164 | $10.8M | Reduce -1.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.84% | 168,239 | $10.7M | Add +3.5% |
| VCIT Vanguard Int-Term Corporate | 0.80% | 126,662 | $10.2M | Add +11.4% |
| DGS Wisdomtree Em Small Cap | 0.79% | 197,958 | $10.1M | Reduce -3.0% |
| VNQ Vanguard Real Estate ETF | 0.75% | 110,777 | $9.6M | Add +12.7% |
| MBB iShares MBS ETF | 0.75% | 103,345 | $9.6M | Add +9.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.74% | 122,172 | $9.4M | Add +2.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.71% | 78,790 | $9.1M | Reduce -1.9% |
| EWJ iShares MSCI Japan ETF | 0.71% | 126,867 | $9.1M | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.67% | 73,590 | $8.6M | Add +0.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.67% | 71,325 | $8.5M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 0.66% | 17,444 | $8.5M | Add +2.5% |
| LLY Eli Lilly & Co. | 0.66% | 10,866 | $8.5M | Add +0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.64% | 28,657 | $8.2M | Reduce -0.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.61% | 33,363 | $7.9M | Add +4.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.61% | 119,935 | $7.8M | Reduce -13.4% |
| TSLA Tesla Inc. | 0.61% | 44,345 | $7.8M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.60% | 38,519 | $7.7M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.59% | 49,228 | $7.5M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 0.58% | 15,099 | $7.5M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 0.58% | 49,055 | $7.4M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.58% | 10,101 | $7.4M | Reduce -3.0% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.57% | 335,741 | $7.3M | Add +1.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.53% | 132,384 | $6.8M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 16,054 | $6.8M | Reduce -17.2% |
| CRM Salesforce Inc. | 0.51% | 21,830 | $6.6M | Add +1.7% |
| EEMS iShares MSCI Emerging MKT SM | 0.51% | 109,944 | $6.5M | Reduce -26.4% |
| AVGO Broadcom Inc. | 0.49% | 4,711 | $6.2M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 0.45% | 115,189 | $5.8M | Reduce -0.8% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.45% | 129,434 | $5.7M | Reduce -2.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.44% | 68,982 | $5.6M | Reduce -5.8% |
| VGIT Vanguard Intermediate-Term T | 0.43% | 94,156 | $5.5M | Add +2.3% |
| JNJ Johnson & Johnson | 0.39% | 31,433 | $5.0M | Add +0.3% |
| INDA iShares MSCI India ETF | 0.39% | 96,124 | $5.0M | Add +3.8% |
| USIG iShares Broad Usd Investment | 0.37% | 93,901 | $4.8M | Reduce -3.8% |
| TBLA Taboola.com Ltd. | 0.37% | 1,069,944 | $4.8M | Add +38.5% |
| GS Goldman Sachs Group Inc. | 0.36% | 11,128 | $4.6M | Add +0.1% |
| V Visa Inc. Class A | 0.35% | 16,155 | $4.5M | Add +1.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.35% | 98,569 | $4.5M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 0.35% | 38,243 | $4.4M | Add +1.3% |
| AVDV Avantis Intl S/C Value ETF | 0.35% | 67,250 | $4.4M | Add +34.5% |
| HD Home Depot Inc. | 0.34% | 11,262 | $4.3M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.34% | 26,506 | $4.3M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.32% | 22,651 | $4.1M | Add +0.6% |
| MA Mastercard Inc. Class A | 0.32% | 8,405 | $4.0M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.31% | 32,014 | $4.0M | Add +1.9% |
| MRK Merck & Co. Inc. | 0.30% | 28,929 | $3.8M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 15,913 | $3.6M | Reduce -12.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.28% | 40,975 | $3.6M | Add +0.2% |
| WMT Walmart Inc. | 0.27% | 57,112 | $3.4M | Add +1.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.27% | 33,337 | $3.4M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 22,017 | $3.4M | Reduce -67.5% |
| CVX Chevron Corp. | 0.26% | 21,420 | $3.4M | Add +2.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.26% | 65,458 | $3.4M | Reduce -1.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 26,038 | $3.3M | Reduce -9.7% |
| EWX State Street SPDR S&P Emergi | 0.25% | 58,209 | $3.2M | Add +4.4% |
| VGSH Vanguard Short-Term Treasury | 0.25% | 54,394 | $3.2M | Add +9.5% |
| VCLT Vanguard Long-Term Corp. Bond | 0.24% | 39,850 | $3.1M | Reduce -58.4% |
| KO The Coca-Cola Co. | 0.24% | 50,612 | $3.1M | Reduce -2.6% |
| WFC Wells Fargo & Co. | 0.24% | 52,716 | $3.1M | Add +2.9% |
| MCD McDonald's Corp. | 0.23% | 10,431 | $2.9M | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.22% | 9,799 | $2.8M | No change |
| IYR iShares US Real Estate ETF | 0.22% | 30,777 | $2.8M | Add +28.7% |
| VGT Vanguard Info Tech ETF | 0.22% | 5,266 | $2.8M | Reduce -30.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 70,657 | $2.7M | Reduce -1.1% |
| INTU Intuit Inc. | 0.21% | 4,094 | $2.7M | Reduce -0.4% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.21% | 51,506 | $2.7M | Add +1.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.20% | 10,339 | $2.6M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.20% | 15,100 | $2.6M | Add +1.9% |
| KKR KKR & Co. Inc. | 0.19% | 23,970 | $2.4M | No change |
Options reported separately and not counted above: QQQ puts ($404K), SPY puts ($145K), EFA puts ($21K), EEM puts ($1K).
Portfolio Sells Q4 2023 → Q1 2024
| ZIP Ziprecruiter Inc. Class A | Sold out | 0.00% | −1.79 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -47.3% | 0.92% | −0.96 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -67.5% | 0.27% | −0.53 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -32.6% | 1.04% | −0.47 |
| AAPL Apple Inc. | Reduce -0.6% | 2.41% | −0.42 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -58.4% | 0.24% | −0.38 |
| IGOV iShares International Treasu | Reduce -2.4% | 2.16% | −0.24 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -26.4% | 0.51% | −0.20 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.13 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.13 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -13.4% | 0.61% | −0.11 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -7.0% | 0.97% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -3.2% | 0.58% | −0.08 |
| VGT Vanguard Info Tech ETF | Reduce -30.5% | 0.22% | −0.08 |
| EEM iShares MSCI Emerging Market | Reduce -4.1% | 1.27% | −0.08 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −0.07 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.9% | 0.71% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.8% | 0.44% | −0.05 |
| DGS Wisdomtree Em Small Cap | Reduce -3.0% | 0.79% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -27.4% | 0.08% | −0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.3% | 0.53% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.6% | 0.91% | −0.04 |
| ADBE Adobe Inc. | Reduce -1.4% | 0.15% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.2% | 0.53% | −0.03 |
| USIG iShares Broad Usd Investment | Reduce -3.8% | 0.37% | −0.03 |
| NKE Nike Inc. Class B | Reduce -14.5% | 0.08% | −0.03 |
| VOX Vanguard Communication Servi | Reduce -38.8% | 0.06% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -12.0% | 0.28% | −0.03 |
| SNAP Snap Inc. Class A | Reduce -23.4% | 0.03% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -2.2% | 0.35% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -4.1% | 1.07% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -1.0% | 0.85% | −0.03 |
| STE Steris PLC | Sold out | 0.00% | −0.02 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -1.5% | 0.09% | −0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.02 |
| HUM Humana Inc. | Reduce -14.5% | 0.03% | −0.02 |
| ICLR Icon PLC | Sold out | 0.00% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -27.8% | 0.07% | −0.02 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.02 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.02 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -4.2% | 0.18% | −0.02 |
| SBAC SBA Communications Corp. | Reduce -29.6% | 0.02% | −0.02 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.02 |
| EQNR Equinor ASA-Spon ADR | Reduce -4.1% | 0.06% | −0.02 |
| TAK Takeda Pharmaceutic-SP ADR | Sold out | 0.00% | −0.01 |
| VALE Vale SA-SP ADR | Reduce -0.1% | 0.04% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.3% | 0.26% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -22.8% | 0.06% | −0.01 |
| AMGN Amgen Inc. | Reduce -3.5% | 0.15% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IEV iShares Europe ETF | Add +422.4% | 1.36% | +1.10 |
| EWJ iShares MSCI Japan ETF | New | 0.71% | +0.71 |
| IAU iShares Gold Trust | Add +15.0% | 1.68% | +0.27 |
| MSFT Microsoft Corp. | Add +0.8% | 2.82% | +0.22 |
| EMB iShares JP Morgan Usd Emergi | Add +18.5% | 1.48% | +0.19 |
| JNK SS SPDR BB High Yield Bond | Add +20.4% | 1.29% | +0.18 |
| META Meta Platforms Inc. Class A | Add +2.5% | 0.66% | +0.17 |
| EPP iShares MSCI Pacific Ex Japa | Add +903.4% | 0.18% | +0.16 |
| EWC iShares MSCI Canada ETF | New | 0.15% | +0.15 |
| GLD SPDR Gold Shares | Add +6.5% | 1.60% | +0.15 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.66% | +0.15 |
| AMLP Alerian MLP ETF | Add +8.8% | 0.87% | +0.13 |
| PGX Invesco Preferred ETF | Add +11.4% | 1.09% | +0.11 |
| TBLA Taboola.com Ltd. | Add +38.5% | 0.37% | +0.10 |
| AVDV Avantis Intl S/C Value ETF | Add +34.5% | 0.35% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.60% | +0.07 |
| AVGO Broadcom Inc. | Add +1.8% | 0.49% | +0.07 |
| VGLT Vanguard Long-Term Treasury | Add +15.2% | 1.05% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.06% | +0.06 |
| CRM Salesforce Inc. | Add +1.7% | 0.51% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Add +11.4% | 0.80% | +0.05 |
| ORCL Oracle Corp. | Add +1.9% | 0.31% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +4.5% | 0.61% | +0.04 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.30% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +12.7% | 0.75% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.2% | 0.18% | +0.04 |
| TTD Trade Desk Inc./the Class A | Add +0.2% | 0.28% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.35% | +0.04 |
| ABBV Abbvie Inc. | Add +0.6% | 0.32% | +0.04 |
| IYR iShares US Real Estate ETF | Add +28.7% | 0.22% | +0.04 |
| WFC Wells Fargo & Co. | Add +2.9% | 0.24% | +0.03 |
| CAT Caterpillar Inc. | Add +1.4% | 0.18% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +4.9% | 1.26% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.58% | +0.03 |
| NFLX Netflix Inc. | Add +0.8% | 0.17% | +0.03 |
| WMT Walmart Inc. | Add +1.1% | 0.27% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 0.59% | +0.03 |
| GE General Electric | Add +5.1% | 0.09% | +0.03 |
| QCOM Qualcomm Inc. | Add +1.9% | 0.20% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +42.8% | 0.08% | +0.03 |
| ETN Eaton Corp. PLC | Add +0.3% | 0.13% | +0.03 |
| BLZE Backblaze Inc. Class A | New | 0.02% | +0.02 |
| PGR Progressive Corp. | Add +1.7% | 0.11% | +0.02 |
| NRG NRG Energy Inc. | New | 0.02% | +0.02 |
| MBB iShares MBS ETF | Add +9.0% | 0.75% | +0.02 |
| VST Vistra Corp. | New | 0.02% | +0.02 |
| INDA iShares MSCI India ETF | Add +3.8% | 0.39% | +0.02 |
| SAIA Saia Inc. | New | 0.02% | +0.02 |
| EXP Eagle Materials Inc. | New | 0.02% | +0.02 |
| TROW T Rowe Price Group Inc. | New | 0.02% | +0.02 |
Options Activity Q4 2023 → Q1 2024
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -55.1% | 909,700 | $404K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -3.6% | 276,700 | $145K |
| EFA iShares MSCI Eafe ETF | put | Reduce -1.1% | 269,000 | $21K |
| EEM iShares MSCI Emerging Market | put | Reduce -1.6% | 30,600 | $1K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 603 | $1.6B | VUG, AAPL, EEM, NVDA, IAU |
| Q1 2026 | 598 | $1.5B | AAPL, EEM, NVDA, BWX, MSFT |
| Q4 2025 | 546 | $1.5B | VUG, AAPL, EEM, MSFT, BWX |
| Q3 2025 | 551 | $1.5B | VUG, MSFT, AAPL, BWX, NVDA |
| Q2 2025 | 573 | $1.4B | EEM, MSFT, BWX, AAPL, NVDA |
| Q1 2025 | 578 | $1.4B | AAPL, BWX, MSFT, IBND, MBB |
| Q4 2024 | 559 | $1.3B | VUG, AAPL, MSFT, NVDA, BWX |
| Q3 2024 | 577 | $1.3B | BWX, AAPL, MSFT, MBB, IGOV |
| Q2 2024 | 560 | $1.3B | VUG, AAPL, MSFT, EEM, NVDA |
| Q1 2024 | 577 | $1.3B | VUG, MSFT, AAPL, BWX, IGOV |