Checchi Capital Advisers, LLC Reduced Holdings in Q1 2025

Checchi Capital Advisers, LLC

  • $1.89 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-153K
- 92.08%
$369.1 - $427.61 $56.6M - $65.6M
13.2K $4.89M
VBK
Vanguard Small Cap Growth ETF

ETFs
-26.5K
- 90.18%
$247.97 - $296.33 $6.57M - $7.85M
2.89K $726K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.59K
- 3.67%
$222.15 - $428.22 $353K - $680K
41.7K $10.8M
NVDA
Nvidia Corp

Technology
-1.49K
- 0.65%
$106.98 - $149.43 $159K - $223K
226K $24.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
-19.6K
- 62.53%
$237.72 - $276.98 $4.66M - $5.43M
11.8K $2.88M
VBR
Vanguard Small Cap Value ETF

ETFs
-9.98K
- 12.02%
$183.02 - $207.75 $1.83M - $2.07M
73.1K $13.6M
APO
Apollo Global Management, Inc.

Financial Services
-10.9K
- 25.85%
$126.01 - $172.06 $1.37M - $1.87M
31.2K $4.27M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-5.81K
- 35.62%
$307.43 - $357.48 $1.79M - $2.08M
10.5K $3.25M
TBLA
Taboola.Com Ltd.

Communication Services
-75.7K
- 6.03%
$2.73 - $4.0 $207K - $303K
1.18M $3.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
-5.21K
- 23.49%
$156.61 - $168.02 $815K - $875K
17K $2.72M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.9K
- 9.96%
$85.55 - $94.34 $847K - $934K
89.5K $8.11M
VB
Vanguard Small Cap ETF

ETFs
-1.83K
- 10.5%
$217.89 - $252.64 $398K - $462K
15.6K $3.45M
META
Meta Platforms, Inc.

Communication Services
-243
- 1.34%
$576.36 - $736.67 $140K - $179K
17.9K $10.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-73
- 0.65%
$165.25 - $224.62 $12.1K - $16.4K
11.2K $1.86M
IWN
Ishares Russell2000 Val ETF

ETFs
-702
- 4.1%
$149.27 - $169.4 $105K - $119K
16.4K $2.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.5K
- 45.04%
$49.25 - $50.66 $320K - $329K
7.94K $393K
TGT
Target Corp

Consumer Defensive
-1.16K
- 17.72%
$103.65 - $142.5 $120K - $165K
5.37K $560K
AXP
American Express CO

Financial Services
-346
- 5.2%
$255.39 - $325.87 $88.4K - $113K
6.31K $1.7M
MRK
Merck & Co., Inc.

Healthcare
-75
- 0.27%
$83.01 - $101.02 $6.23K - $7.58K
27.7K $2.49M
IYR
Ishares Tr

ETFs
-3.57K
- 9.17%
$89.49 - $98.98 $320K - $354K
35.4K $3.39M
STZ
Constellation Brands, Inc.

Consumer Defensive
-743
- 33.24%
$161.05 - $222.93 $120K - $166K
1.49K $273K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-12.7K
- 5.95%
$59.28 - $66.1 $754K - $841K
201K $12.8M
EIX
Edison International

Utilities
-658
- 9.51%
$50.06 - $80.01 $32.9K - $52.6K
6.26K $369K
BA
Boeing CO

Industrials
-796
- 11.56%
$148.15 - $186.25 $118K - $148K
6.09K $1.04M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-192
- 1.15%
$47.79 - $59.89 $9.18K - $11.5K
16.5K $825K
TT
Trane Technologies PLC

Industrials
-272
- 11.46%
$332.0 - $400.86 $90.3K - $109K
2.1K $707K
HON
Honeywell International Inc

Industrials
-152
- 1.75%
$202.75 - $226.52 $30.8K - $34.4K
8.51K $1.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.54K
- 7.31%
$51.52 - $52.37 $182K - $185K
44.8K $2.35M
NKE
Nike, Inc.

Consumer Cyclical
-415
- 4.64%
$63.29 - $81.72 $26.3K - $33.9K
8.53K $541K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-17
- 0.27%
$65.15 - $91.81 $1.11K - $1.56K
6.35K $414K
HPE
Hewlett Packard Enterprise CO

Technology
-363
- 1.75%
$14.77 - $24.42 $5.36K - $8.86K
20.4K $314K
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.1%
$237.01 - $304.45 $711 - $913
2.98K $708K
SNPS
Synopsys Inc

Technology
-21
- 1.09%
$428.58 - $551.54 $9K - $11.6K
1.9K $815K
ET
Energy Transfer LP

Energy
-4.42K
- 14.88%
$17.26 - $21.08 $76.2K - $93.1K
25.3K $469K
UPS
United Parcel Service Inc

Industrials
-182
- 3.34%
$109.66 - $136.26 $20K - $24.8K
5.27K $579K
NTAP
Net App, Inc.

Technology
-83
- 2.62%
$87.84 - $126.3 $7.29K - $10.5K
3.09K $271K
FDX
Fedex Corp

Industrials
-69
- 3.63%
$230.33 - $281.53 $15.9K - $19.4K
1.83K $446K
DOW
Dow Inc.

Basic Materials
-1.27K
- 16.05%
$34.36 - $41.92 $43.6K - $53.2K
6.64K $231K
MCHP
Microchip Technology Inc

Technology
-450
- 6.27%
$48.41 - $64.3 $21.8K - $28.9K
6.73K $325K
SNAP
Snap Inc

Communication Services
-1.93K
- 6.21%
$8.37 - $12.57 $16.2K - $24.3K
29.2K $254K
CMCSA
Comcast Corp

Communication Services
-1.38K
- 3.69%
$33.19 - $38.23 $45.7K - $52.6K
35.9K $1.33M
IQV
Iqvia Holdings Inc.

Healthcare
-198
- 11.96%
$176.3 - $209.96 $34.9K - $41.6K
1.46K $257K
DHI
Horton D R Inc

Consumer Cyclical
-176
- 5.14%
$125.29 - $147.65 $22.1K - $26K
3.25K $413K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-32
- 1.08%
$221.78 - $273.45 $7.1K - $8.75K
2.94K $668K
VOX
Vanguard Communication Service

ETFs
-234
- 5.16%
$147.73 - $169.24 $34.6K - $39.6K
4.3K $637K
MGC
Vanguard Mega Cap ETF

ETFs
-80
- 1.85%
$199.2 - $222.69 $15.9K - $17.8K
4.25K $855K
PHM
Pultegroup Inc

Consumer Cyclical
-11
- 0.11%
$101.09 - $118.51 $1.11K - $1.3K
10.1K $1.04M
VT
Vanguard Total World Stk Index

ETFs
-445
- 7.73%
$115.08 - $123.97 $51.2K - $55.2K
5.31K $615K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-7
- 0.04%
$30.44 - $38.49 $213 - $269
17.9K $585K
Activity Summary
Buys All Purchases 437 New Holdings 32 Increased Positions 405 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 4
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