Checchi Capital Advisers, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Checchi Capital Advisers, LLC reported 559 stock positions worth $1.3 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 5.1% of the portfolio, followed by Apple (AAPL, 3.5%) and Microsoft (MSFT, 2.8%). Compared with Q3 2024, it opened 15 new positions, sold out of 33, added to 274 and reduced 216. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1377%) and the biggest sale SS SPDR BB Intl Treasury BD (BWX, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001598186
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001085146-25-000800 ↗ filed Feb 5, 2025
Holdings Value
Holdings 559 stocks · $1.3B
| VUG Vanguard Mrngstar GR ETF-Sui | 5.11% | 166,609 | $68.4M | Add +1376.9% |
| AAPL Apple Inc. | 3.48% | 186,100 | $46.6M | Add +6.2% |
| MSFT Microsoft Corp. | 2.77% | 88,123 | $37.1M | Add +2.1% |
| NVDA Nvidia Corp. | 2.28% | 227,518 | $30.6M | Reduce -0.8% |
| BWX SS SPDR BB Intl Treasury BD | 2.24% | 1,401,933 | $30.0M | Reduce -62.8% |
| IAU iShares Gold Trust | 1.74% | 471,564 | $23.3M | Reduce -3.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.70% | 867,096 | $22.7M | Add +184.3% |
| LEMB iShares JP Morgan Em Local C | 1.68% | 621,425 | $22.4M | Add +1.4% |
| IGOV iShares International Treasu | 1.62% | 565,472 | $21.7M | Reduce -19.9% |
| EMB iShares JP Morgan Usd Emergi | 1.43% | 214,511 | $19.1M | Reduce -2.7% |
| JNK SS SPDR BB High Yield Bond | 1.39% | 195,173 | $18.6M | Reduce -3.1% |
| BWZ State Street SPDR Bloomberg | 1.33% | 704,702 | $17.9M | Add +9.2% |
| TSLA Tesla Inc. | 1.31% | 43,336 | $17.5M | Reduce -5.5% |
| AMZN Amazon.com Inc. | 1.30% | 79,546 | $17.5M | Add +2.1% |
| GLD SPDR Gold Shares | 1.29% | 71,482 | $17.3M | Reduce -8.5% |
| IBND SS SPDR BB Intl Corp. BD ETF | 1.27% | 601,269 | $17.1M | Reduce -2.4% |
| EEM iShares MSCI Emerging Market | 1.26% | 403,443 | $16.9M | Add +23.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.23% | 83,036 | $16.5M | Add +19.1% |
| PICB Invesco International Corpor | 1.22% | 756,412 | $16.3M | Add +4.0% |
| EMLC Vaneck JPM Em Local Curr BND | 1.21% | 702,034 | $16.2M | Reduce -2.4% |
| VWO Vanguard Ftse Emerging Marke | 1.20% | 365,623 | $16.1M | Reduce -1.4% |
| EFV iShares MSCI Eafe Value ETF | 1.17% | 298,019 | $15.6M | Reduce -3.9% |
| ISHG iShares -3 Year Internationa | 1.05% | 208,012 | $14.0M | Reduce -5.6% |
| PGX Invesco Preferred ETF | 0.99% | 1,152,725 | $13.3M | Reduce -13.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.97% | 213,998 | $13.0M | Add +10.4% |
| VGLT Vanguard Long-Term Treasury | 0.95% | 230,933 | $12.8M | Add +6.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.91% | 193,713 | $12.2M | Add +8.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.91% | 154,613 | $12.2M | Add +1.8% |
| AMLP Alerian MLP ETF | 0.87% | 240,446 | $11.6M | Reduce -3.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.85% | 118,040 | $11.4M | Reduce -5.8% |
| VCIT Vanguard Int-Term Corporate | 0.82% | 136,620 | $11.0M | Add +2.1% |
| AVGO Broadcom Inc. | 0.81% | 46,640 | $10.8M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.79% | 18,140 | $10.6M | Add +1.0% |
| MBB iShares MBS ETF | 0.75% | 110,045 | $10.1M | Reduce -66.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.74% | 126,933 | $9.9M | Add +5.7% |
| EFA iShares MSCI Eafe ETF | 0.73% | 130,096 | $9.8M | Add +1.8% |
| EEMS iShares MSCI Emerging MKT SM | 0.73% | 168,065 | $9.8M | Add +57.5% |
| IEMG iShares Core MSCI Emerging | 0.71% | 181,836 | $9.5M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.70% | 49,132 | $9.4M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.68% | 48,187 | $9.1M | Reduce -0.4% |
| VNQ Vanguard Real Estate ETF | 0.66% | 99,438 | $8.9M | Reduce -14.3% |
| UNH Unitedhealth Group Inc. | 0.66% | 17,423 | $8.8M | Add +32.5% |
| COST Costco Wholesale Corp. | 0.66% | 9,602 | $8.8M | Reduce -2.8% |
| DGS Wisdomtree Em Small Cap | 0.64% | 174,561 | $8.5M | Reduce -23.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.64% | 73,824 | $8.5M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 0.62% | 34,786 | $8.3M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 0.62% | 10,744 | $8.3M | Add +0.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.61% | 29,371 | $8.2M | Add +840.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.61% | 70,976 | $8.1M | Add +3.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.59% | 31,378 | $8.0M | Add +200.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.59% | 125,965 | $7.9M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 16,889 | $7.7M | Add +0.4% |
| TLT iShares 20+ Year Treasury BD | 0.56% | 86,536 | $7.6M | Add +24.1% |
| APO Apollo Global Management Inc. | 0.52% | 42,061 | $6.9M | Add +1138.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.52% | 320,726 | $6.9M | Reduce -7.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.49% | 126,786 | $6.5M | Add +1.3% |
| GS Goldman Sachs Group Inc. | 0.47% | 10,903 | $6.2M | Reduce -2.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.43% | 70,853 | $5.8M | Add +6.3% |
| CRM Salesforce Inc. | 0.42% | 16,809 | $5.6M | Reduce -20.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.42% | 16,319 | $5.6M | Add +54.7% |
| INDA iShares MSCI India ETF | 0.40% | 102,011 | $5.4M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 111,254 | $5.3M | Add +0.5% |
| ORCL Oracle Corp. | 0.38% | 30,561 | $5.1M | Reduce -6.2% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.38% | 124,185 | $5.1M | Reduce -2.6% |
| WMT Walmart Inc. | 0.38% | 55,752 | $5.0M | Add +1.2% |
| V Visa Inc. Class A | 0.37% | 15,822 | $5.0M | Add +1.6% |
| VGIT Vanguard Intermediate-Term T | 0.36% | 83,882 | $4.9M | Add +4.8% |
| XOM Exxon Mobil Corp. | 0.35% | 43,624 | $4.7M | Reduce -1.2% |
| TBLA Taboola.com Ltd. | 0.34% | 1,253,671 | $4.6M | No change |
| MA Mastercard Inc. Class A | 0.34% | 8,647 | $4.6M | Add +1.8% |
| HD Home Depot Inc. | 0.33% | 11,477 | $4.5M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.33% | 26,394 | $4.4M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.33% | 30,206 | $4.4M | Reduce -0.3% |
| AVDV Avantis Intl S/C Value ETF | 0.32% | 66,170 | $4.3M | Reduce -16.1% |
| USIG iShares Broad Usd Investment | 0.31% | 83,626 | $4.2M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 17,404 | $4.2M | Add +18.4% |
| ABBV Abbvie Inc. | 0.31% | 23,353 | $4.1M | Add +0.3% |
| PFF iShares Preferred & Income S | 0.31% | 131,086 | $4.1M | Add +117.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.29% | 30,800 | $3.8M | Add +9.1% |
| WFC Wells Fargo & Co. | 0.28% | 54,313 | $3.8M | Add +2.1% |
| IYR iShares US Real Estate ETF | 0.27% | 38,957 | $3.6M | Add +28.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.27% | 34,105 | $3.6M | Add +2.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 22,165 | $3.6M | Add +32.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 76,045 | $3.4M | Reduce -3.9% |
| NFLX Netflix Inc. | 0.25% | 3,735 | $3.3M | Add +0.6% |
| VGSH Vanguard Short-Term Treasury | 0.25% | 56,844 | $3.3M | Add +8.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 74,077 | $3.3M | Add +0.5% |
| KO The Coca-Cola Co. | 0.24% | 51,623 | $3.2M | Add +0.8% |
| EWX State Street SPDR S&P Emergi | 0.24% | 54,825 | $3.2M | No change |
| IWB iShares Russell 1000 ETF | 0.24% | 9,940 | $3.2M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 5,388 | $3.2M | Add +2.0% |
| CVX Chevron Corp. | 0.23% | 21,274 | $3.1M | Reduce -1.4% |
| VGT Vanguard Info Tech ETF | 0.23% | 4,932 | $3.1M | Add +1.0% |
| IEV iShares Europe ETF | 0.22% | 57,528 | $3.0M | Reduce -0.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.22% | 39,518 | $3.0M | Reduce -39.3% |
| EWT iShares MSCI Taiwan ETF | 0.22% | 56,754 | $2.9M | Add +2.7% |
| MCD McDonald's Corp. | 0.21% | 9,886 | $2.9M | Add +1.5% |
| KKR KKR & Co. Inc. | 0.21% | 19,029 | $2.8M | Reduce -22.4% |
| IWN iShares Russell 2000 Value E | 0.21% | 17,122 | $2.8M | New |
| MRK Merck & Co. Inc. | 0.21% | 27,772 | $2.8M | Reduce -1.3% |
Options reported separately and not counted above: QQQ puts ($202.4M), SPY puts ($156.3M), EFA puts ($19.8M), EEM puts ($1.3M).
Portfolio Sells Q3 2024 → Q4 2024
| BWX SS SPDR BB Intl Treasury BD | Reduce -62.8% | 2.24% | −4.32 |
| MBB iShares MBS ETF | Reduce -66.5% | 0.75% | −1.59 |
| IGOV iShares International Treasu | Reduce -19.9% | 1.62% | −0.58 |
| DGS Wisdomtree Em Small Cap | Reduce -23.7% | 0.64% | −0.28 |
| SCJ iShares MSCI Japan Small-Cap | Sold out | 0.00% | −0.23 |
| PGX Invesco Preferred ETF | Reduce -13.2% | 0.99% | −0.23 |
| VNQ Vanguard Real Estate ETF | Reduce -14.3% | 0.66% | −0.18 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -39.3% | 0.22% | −0.17 |
| ISHG iShares -3 Year Internationa | Reduce -5.6% | 1.05% | −0.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.9% | 1.17% | −0.16 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -5.8% | 0.85% | −0.15 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -2.4% | 1.21% | −0.15 |
| IBND SS SPDR BB Intl Corp. BD ETF | Reduce -2.4% | 1.27% | −0.13 |
| GLD SPDR Gold Shares | Reduce -8.5% | 1.29% | −0.12 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.4% | 1.20% | −0.12 |
| EMB iShares JP Morgan Usd Emergi | Reduce -2.7% | 1.43% | −0.11 |
| AVDV Avantis Intl S/C Value ETF | Reduce -16.1% | 0.32% | −0.09 |
| HUDSON PAC PPTYS INC | Sold out | 0.00% | −0.08 |
| JNK SS SPDR BB High Yield Bond | Reduce -3.1% | 1.39% | −0.07 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -7.3% | 0.52% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.6% | 0.16% | −0.06 |
| IAU iShares Gold Trust | Reduce -3.4% | 1.74% | −0.06 |
| INDA iShares MSCI India ETF | Reduce -0.9% | 0.40% | −0.05 |
| AGL Agilon Health Inc. | Reduce -0.9% | 0.04% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.33% | −0.04 |
| AMD Advanced Micro Devices | Reduce -10.0% | 0.08% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -17.9% | 0.06% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 0.35% | −0.03 |
| ORCL Oracle Corp. | Reduce -6.2% | 0.38% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.21% | −0.03 |
| TLH iShares 10-20 Year Treasury | Reduce -32.0% | 0.05% | −0.03 |
| PHM Pultegroup Inc. | Reduce -3.1% | 0.08% | −0.03 |
| ADBE Adobe Inc. | Reduce -6.1% | 0.12% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -22.4% | 0.21% | −0.03 |
| PFE Pfizer Inc. | Reduce -24.9% | 0.06% | −0.03 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -30.6% | 0.07% | −0.03 |
| KSA Ishrs MSCI Saudi Arabia ETF | Reduce -2.6% | 0.38% | −0.03 |
| PLD Prologis Inc. | Reduce -1.8% | 0.13% | −0.03 |
| IEV iShares Europe ETF | Reduce -0.0% | 0.22% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.4% | 0.13% | −0.02 |
| KLAC KLA Corp. | Reduce -5.5% | 0.08% | −0.02 |
| DHR Danaher Corp. | Reduce -1.8% | 0.10% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 0.09% | −0.02 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -6.8% | 0.06% | −0.02 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.12% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -2.1% | 0.09% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.16% | −0.02 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.02 |
| CI The Cigna Group | Reduce -2.7% | 0.07% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1376.9% | 5.11% | +4.79 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +184.3% | 1.70% | +1.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +840.2% | 0.61% | +0.55 |
| APO Apollo Global Management Inc. | Add +1138.2% | 0.52% | +0.49 |
| AAPL Apple Inc. | Add +6.2% | 3.48% | +0.44 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +200.7% | 0.59% | +0.41 |
| EEMS iShares MSCI Emerging MKT SM | Add +57.5% | 0.73% | +0.22 |
| AMZN Amazon.com Inc. | Add +2.1% | 1.30% | +0.22 |
| AVGO Broadcom Inc. | Add +1.1% | 0.81% | +0.22 |
| IWN iShares Russell 2000 Value E | New | 0.21% | +0.21 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +19.1% | 1.23% | +0.19 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +54.7% | 0.42% | +0.17 |
| BLK BlackRock Inc. | New | 0.16% | +0.16 |
| PFF iShares Preferred & Income S | Add +117.9% | 0.31% | +0.16 |
| EEM iShares MSCI Emerging Market | Add +23.0% | 1.26% | +0.14 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +32.5% | 0.66% | +0.09 |
| VONG Vanguard Russell 1000 Growth | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | Add +2.1% | 0.28% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +32.6% | 0.27% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +24.1% | 0.56% | +0.06 |
| V Visa Inc. Class A | Add +1.6% | 0.37% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +18.4% | 0.31% | +0.05 |
| NFLX Netflix Inc. | Add +0.6% | 0.25% | +0.05 |
| WMT Walmart Inc. | Add +1.2% | 0.38% | +0.05 |
| IYR iShares US Real Estate ETF | Add +28.6% | 0.27% | +0.04 |
| CCI Crown Castle Inc. | Add +108.6% | 0.09% | +0.04 |
| BKNG Booking Holdings Inc. | Add +1.0% | 0.19% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.7% | 0.74% | +0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +8.1% | 0.91% | +0.03 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.79% | +0.03 |
| MA Mastercard Inc. Class A | Add +1.8% | 0.34% | +0.03 |
| BAC Bank of America Corp. | Add +0.5% | 0.24% | +0.03 |
| BA The Boeing Co. | Add +18.1% | 0.09% | +0.03 |
| CSCO Cisco Systems Inc. | Add +1.8% | 0.20% | +0.02 |
| LULU Lululemon Athletica Inc. | New | 0.02% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | New | 0.02% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +6.3% | 0.43% | +0.02 |
| NOW ServiceNow Inc. | Add +1.5% | 0.12% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| WDAY Workday Inc. Class A | New | 0.02% | +0.02 |
| BMO Bank of Montreal | New | 0.02% | +0.02 |
| HON Honeywell International Inc. | Add +4.2% | 0.15% | +0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 0.02% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +9.1% | 0.29% | +0.02 |
| TTWO Take-Two Interactive Softwre | New | 0.02% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +8.6% | 0.25% | +0.02 |
| IP International Paper Co. | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +1.0% | 0.23% | +0.02 |
| WMB Williams Cos Inc. | Add +1.6% | 0.09% | +0.02 |
Options Activity Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -27.9% | 396,000 | $202.4M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -1.4% | 266,700 | $156.3M |
| EFA iShares MSCI Eafe ETF | put | Reduce -0.8% | 262,400 | $19.8M |
| EEM iShares MSCI Emerging Market | put | Add +0.6% | 31,600 | $1.3M |
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 |