Checchi Capital Advisers, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Checchi Capital Advisers, LLC reported 578 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 3.0% of the portfolio, followed by SS SPDR BB Intl Treasury BD (BWX, 2.5%) and Microsoft (MSFT, 2.4%). Compared with Q4 2024, it opened 32 new positions, sold out of 13, added to 405 and reduced 119. The biggest buy was iShares MBS ETF (MBB, shares +219%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001598186
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0001085146-25-002398 ↗ filed Apr 29, 2025
Holdings Value
Holdings 578 stocks · $1.4B
| AAPL Apple Inc. | 3.01% | 191,279 | $42.5M | Add +2.8% |
| BWX SS SPDR BB Intl Treasury BD | 2.49% | 1,610,568 | $35.2M | Add +14.9% |
| MSFT Microsoft Corp. | 2.38% | 89,426 | $33.6M | Add +1.5% |
| IBND SS SPDR BB Intl Corp. BD ETF | 2.37% | 1,136,116 | $33.5M | Add +89.0% |
| MBB iShares MBS ETF | 2.33% | 350,649 | $32.9M | Add +218.6% |
| IAU iShares Gold Trust | 1.83% | 437,788 | $25.8M | Reduce -7.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.80% | 932,542 | $25.4M | Add +7.5% |
| NVDA Nvidia Corp. | 1.73% | 226,029 | $24.5M | Reduce -0.7% |
| LEMB iShares JP Morgan Em Local C | 1.71% | 643,878 | $24.1M | Add +3.6% |
| IGOV iShares International Treasu | 1.70% | 609,254 | $24.0M | Add +7.7% |
| JNK SS SPDR BB High Yield Bond | 1.63% | 241,291 | $23.0M | Add +23.6% |
| EMB iShares JP Morgan Usd Emergi | 1.61% | 251,058 | $22.7M | Add +17.0% |
| IEI iShares 3-7 Year Treasury Bo | 1.46% | 174,832 | $20.7M | Add +136.8% |
| GLD SPDR Gold Shares | 1.44% | 70,830 | $20.4M | Reduce -0.9% |
| EMLC Vaneck JPM Em Local Curr BND | 1.40% | 827,390 | $19.7M | Add +17.9% |
| PICB Invesco International Corpor | 1.35% | 859,926 | $19.1M | Add +13.7% |
| BWZ State Street SPDR Bloomberg | 1.30% | 697,614 | $18.3M | Reduce -1.0% |
| IEV iShares Europe ETF | 1.27% | 307,565 | $17.9M | Add +434.6% |
| EFV iShares MSCI Eafe Value ETF | 1.26% | 301,229 | $17.8M | Add +1.1% |
| EEM iShares MSCI Emerging Market | 1.25% | 403,548 | $17.6M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 1.22% | 381,639 | $17.3M | Add +4.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.16% | 254,909 | $16.4M | Add +31.6% |
| PGX Invesco Preferred ETF | 1.11% | 1,393,688 | $15.6M | Add +20.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.09% | 195,346 | $15.4M | Add +26.4% |
| AMZN Amazon.com Inc. | 1.08% | 80,347 | $15.3M | Add +1.0% |
| AMLP Alerian MLP ETF | 1.07% | 291,331 | $15.1M | Add +21.2% |
| ISHG iShares -3 Year Internationa | 1.01% | 202,515 | $14.3M | Reduce -2.6% |
| VGLT Vanguard Long-Term Treasury | 1.00% | 245,456 | $14.1M | Add +6.3% |
| TLT iShares 20+ Year Treasury BD | 0.98% | 151,902 | $13.8M | Add +75.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.96% | 73,052 | $13.6M | Reduce -12.0% |
| VCIT Vanguard Int-Term Corporate | 0.96% | 165,877 | $13.6M | Add +21.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.90% | 201,275 | $12.8M | Reduce -6.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.88% | 164,580 | $12.5M | Add +316.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.85% | 120,821 | $12.1M | Add +2.4% |
| TSLA Tesla Inc. | 0.77% | 41,747 | $10.8M | Reduce -3.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.76% | 135,187 | $10.7M | Add +6.5% |
| EFA iShares MSCI Eafe ETF | 0.75% | 128,941 | $10.5M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.73% | 17,897 | $10.3M | Reduce -1.3% |
| EEMS iShares MSCI Emerging MKT SM | 0.71% | 180,555 | $10.0M | Add +7.4% |
| IEMG iShares Core MSCI Emerging | 0.70% | 182,899 | $9.9M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.66% | 17,693 | $9.3M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.65% | 9,712 | $9.2M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.65% | 11,059 | $9.1M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 17,078 | $9.1M | Add +1.1% |
| DGS Wisdomtree Em Small Cap | 0.61% | 178,653 | $8.6M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.60% | 34,557 | $8.5M | Reduce -0.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.59% | 125,934 | $8.3M | Reduce -0.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.58% | 71,040 | $8.2M | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.57% | 89,536 | $8.1M | Reduce -10.0% |
| AVGO Broadcom Inc. | 0.56% | 46,895 | $7.9M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.55% | 49,996 | $7.8M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.54% | 49,237 | $7.6M | Add +2.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.50% | 320,409 | $7.1M | Reduce -0.1% |
| EWJ iShares MSCI Japan ETF | 0.48% | 98,093 | $6.7M | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.46% | 123,728 | $6.5M | Reduce -2.4% |
| INDA iShares MSCI India ETF | 0.45% | 124,407 | $6.4M | Add +21.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.43% | 74,320 | $6.1M | Add +4.9% |
| GS Goldman Sachs Group Inc. | 0.42% | 10,965 | $6.0M | Add +0.6% |
| V Visa Inc. Class A | 0.40% | 16,218 | $5.7M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 111,657 | $5.7M | Add +0.4% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.38% | 129,241 | $5.3M | Add +4.1% |
| XOM Exxon Mobil Corp. | 0.38% | 44,950 | $5.3M | Add +3.0% |
| VGIT Vanguard Intermediate-Term T | 0.38% | 89,747 | $5.3M | Add +7.0% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 75,979 | $5.3M | Add +14.8% |
| WMT Walmart Inc. | 0.36% | 58,394 | $5.1M | Add +4.7% |
| JNJ Johnson & Johnson | 0.36% | 30,837 | $5.1M | Add +2.1% |
| ABBV Abbvie Inc. | 0.35% | 23,847 | $5.0M | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 13,198 | $4.9M | Reduce -92.1% |
| MA Mastercard Inc. Class A | 0.34% | 8,869 | $4.9M | Add +2.6% |
| CRM Salesforce Inc. | 0.33% | 17,331 | $4.7M | Add +3.1% |
| PFF iShares Preferred & Income S | 0.33% | 150,932 | $4.6M | Add +15.1% |
| PG The Procter & Gamble Co. | 0.33% | 27,060 | $4.6M | Add +2.5% |
| ORCL Oracle Corp. | 0.31% | 31,390 | $4.4M | Add +2.7% |
| IEF iShares 7-10 Year Treasury B | 0.31% | 45,536 | $4.3M | Add +293.8% |
| APO Apollo Global Management Inc. | 0.30% | 31,187 | $4.3M | Reduce -25.9% |
| HD Home Depot Inc. | 0.30% | 11,616 | $4.3M | Add +1.2% |
| USIG iShares Broad Usd Investment | 0.30% | 82,415 | $4.2M | Reduce -1.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.28% | 31,062 | $4.0M | Add +0.8% |
| WFC Wells Fargo & Co. | 0.28% | 55,495 | $4.0M | Add +2.2% |
| VGK Vanguard Ftse Europe ETF | 0.27% | 54,697 | $3.8M | Add +1366.8% |
| KO The Coca-Cola Co. | 0.27% | 53,203 | $3.8M | Add +3.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.27% | 38,190 | $3.8M | Add +12.0% |
| CVX Chevron Corp. | 0.26% | 22,227 | $3.7M | Add +4.5% |
| SCJ iShares MSCI Japan Small-Cap | 0.26% | 48,302 | $3.7M | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 79,346 | $3.7M | Add +4.3% |
| NFLX Netflix Inc. | 0.25% | 3,799 | $3.5M | Add +1.7% |
| EPP iShares MSCI Pacific Ex Japa | 0.25% | 80,174 | $3.5M | Add +1118.3% |
| EWC iShares MSCI Canada ETF | 0.25% | 86,205 | $3.5M | New |
| VGSH Vanguard Short-Term Treasury | 0.25% | 59,574 | $3.5M | Add +4.8% |
| TBLA Taboola.com Ltd. | 0.25% | 1,178,014 | $3.5M | Reduce -6.0% |
| EWX State Street SPDR S&P Emergi | 0.25% | 61,365 | $3.5M | Add +11.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 15,577 | $3.5M | Reduce -10.5% |
| IYR iShares US Real Estate ETF | 0.24% | 35,383 | $3.4M | Reduce -9.2% |
| EWT iShares MSCI Taiwan ETF | 0.24% | 70,235 | $3.3M | Add +23.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.23% | 10,506 | $3.2M | Reduce -35.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 77,089 | $3.2M | Add +4.1% |
| IWB iShares Russell 1000 ETF | 0.22% | 10,363 | $3.2M | Add +4.3% |
| MCD McDonald's Corp. | 0.22% | 10,035 | $3.1M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 5,493 | $3.1M | Add +1.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 11,756 | $2.9M | Reduce -62.5% |
Options reported separately and not counted above: QQQ puts ($312.1M), SPY puts ($148.6M), EFA puts ($21.8M), EEM puts ($1.4M).
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -92.1% | 0.35% | −4.76 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -90.2% | 0.05% | −0.56 |
| NVDA Nvidia Corp. | Reduce -0.7% | 1.73% | −0.55 |
| TSLA Tesla Inc. | Reduce -3.7% | 0.77% | −0.54 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -62.5% | 0.20% | −0.39 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -12.0% | 0.96% | −0.27 |
| APO Apollo Global Management Inc. | Reduce -25.9% | 0.30% | −0.22 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -35.6% | 0.23% | −0.19 |
| TBLA Taboola.com Ltd. | Reduce -6.0% | 0.25% | −0.10 |
| VNQ Vanguard Real Estate ETF | Reduce -10.0% | 0.57% | −0.09 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -23.5% | 0.19% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.5% | 0.24% | −0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -6.0% | 0.90% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -13.6% | 0.16% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.73% | −0.06 |
| ISHG iShares -3 Year Internationa | Reduce -2.6% | 1.01% | −0.04 |
| BWZ State Street SPDR Bloomberg | Reduce -1.0% | 1.30% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 0.13% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -4.1% | 0.18% | −0.03 |
| IYR iShares US Real Estate ETF | Reduce -9.2% | 0.24% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.18% | −0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.4% | 0.46% | −0.03 |
| AXP American Express Co. | Reduce -5.2% | 0.12% | −0.03 |
| TGT Target Corp. | Reduce -17.7% | 0.04% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -45.0% | 0.03% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 0.60% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.02 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.02 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.3% | 0.17% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.13% | −0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Reduce -11.6% | 0.07% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -33.2% | 0.02% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.1% | 0.06% | −0.02 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -0.1% | 0.50% | −0.02 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.02 |
| USIG iShares Broad Usd Investment | Reduce -1.4% | 0.30% | −0.02 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.02 |
| PNR Pentair PLC | Sold out | 0.00% | −0.02 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.02 |
| WH Wyndham Hotels & Resorts Inc. | Sold out | 0.00% | −0.02 |
| TT Trane Technologies PLC | Reduce -11.5% | 0.05% | −0.02 |
| LECO Lincoln Electric Holdings | Sold out | 0.00% | −0.02 |
| EIX Edison International | Reduce -9.5% | 0.03% | −0.02 |
| SPHR Sphere Entertainment Co. | Reduce -0.0% | 0.04% | −0.01 |
| NKE Nike Inc. Class B | Reduce -4.6% | 0.04% | −0.01 |
| SNPS Synopsys Inc. | Reduce -1.1% | 0.06% | −0.01 |
| MAR Marriott International Class A | Reduce -0.1% | 0.05% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| MBB iShares MBS ETF | Add +218.6% | 2.33% | +1.57 |
| IBND SS SPDR BB Intl Corp. BD ETF | Add +89.0% | 2.37% | +1.10 |
| IEV iShares Europe ETF | Add +434.6% | 1.27% | +1.04 |
| IEI iShares 3-7 Year Treasury Bo | Add +136.8% | 1.46% | +0.82 |
| VCLT Vanguard Long-Term Corp. Bond | Add +316.5% | 0.88% | +0.66 |
| EWJ iShares MSCI Japan ETF | New | 0.48% | +0.48 |
| TLT iShares 20+ Year Treasury BD | Add +75.5% | 0.98% | +0.41 |
| SCJ iShares MSCI Japan Small-Cap | New | 0.26% | +0.26 |
| VGK Vanguard Ftse Europe ETF | Add +1366.8% | 0.27% | +0.25 |
| BWX SS SPDR BB Intl Treasury BD | Add +14.9% | 2.49% | +0.25 |
| EWC iShares MSCI Canada ETF | New | 0.25% | +0.25 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +31.6% | 1.16% | +0.24 |
| JNK SS SPDR BB High Yield Bond | Add +23.6% | 1.63% | +0.23 |
| EPP iShares MSCI Pacific Ex Japa | Add +1118.3% | 0.25% | +0.23 |
| IEF iShares 7-10 Year Treasury B | Add +293.8% | 0.31% | +0.23 |
| AMLP Alerian MLP ETF | Add +21.2% | 1.07% | +0.21 |
| EMLC Vaneck JPM Em Local Curr BND | Add +17.9% | 1.40% | +0.18 |
| EMB iShares JP Morgan Usd Emergi | Add +17.0% | 1.61% | +0.18 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +26.4% | 1.09% | +0.18 |
| VCIT Vanguard Int-Term Corporate | Add +21.4% | 0.96% | +0.14 |
| PICB Invesco International Corpor | Add +13.7% | 1.35% | +0.13 |
| PGX Invesco Preferred ETF | Add +20.9% | 1.11% | +0.11 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +7.5% | 1.80% | +0.10 |
| EFV iShares MSCI Eafe Value ETF | Add +1.1% | 1.26% | +0.09 |
| IGOV iShares International Treasu | Add +7.7% | 1.70% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 0.64% | +0.07 |
| AVDV Avantis Intl S/C Value ETF | Add +14.8% | 0.37% | +0.05 |
| INDA iShares MSCI India ETF | Add +21.9% | 0.45% | +0.05 |
| VGLT Vanguard Long-Term Treasury | Add +6.3% | 1.00% | +0.05 |
| ABBV Abbvie Inc. | Add +2.1% | 0.35% | +0.04 |
| TLH iShares 10-20 Year Treasury | Add +84.3% | 0.09% | +0.04 |
| PM Philip Morris International | Add +2.1% | 0.19% | +0.04 |
| EWY iShares MSCI South Korea ETF | Add +49.8% | 0.11% | +0.04 |
| MUB iShares National Muni Bond E | Add +34.3% | 0.18% | +0.04 |
| JNJ Johnson & Johnson | Add +2.1% | 0.36% | +0.04 |
| CVX Chevron Corp. | Add +4.5% | 0.26% | +0.03 |
| WELL Welltower Inc. | Add +19.5% | 0.12% | +0.03 |
| FXY Invesco Currencyshares Japan | Add +108.3% | 0.06% | +0.03 |
| AMT American Tower Corp. | Add +23.2% | 0.11% | +0.03 |
| LEMB iShares JP Morgan Em Local C | Add +3.6% | 1.71% | +0.03 |
| KO The Coca-Cola Co. | Add +3.1% | 0.27% | +0.03 |
| V Visa Inc. Class A | Add +2.5% | 0.40% | +0.03 |
| XOM Exxon Mobil Corp. | Add +3.0% | 0.38% | +0.03 |
| LLY Eli Lilly & Co. | Add +2.9% | 0.65% | +0.03 |
| TMUS T-Mobile US Inc. | Add +6.6% | 0.15% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | New | 0.02% | +0.02 |
| PLD Prologis Inc. | Add +19.2% | 0.15% | +0.02 |
| AMGN Amgen Inc. | Add +3.5% | 0.15% | +0.02 |
| T AT&T Inc. | Add +6.0% | 0.11% | +0.02 |
| PFF iShares Preferred & Income S | Add +15.1% | 0.33% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | put | Add +68.1% | 665,600 | $312.1M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -0.4% | 265,600 | $148.6M |
| EFA iShares MSCI Eafe ETF | put | Add +1.7% | 266,800 | $21.8M |
| EEM iShares MSCI Emerging Market | put | Reduce -0.3% | 31,500 | $1.4M |
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 |