Checchi Capital Advisers, LLC Reduced Holdings in Q2 2025

Checchi Capital Advisers, LLC

  • $1.77 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
-707
- 7.26%
$78.71 - $100.37 $55.6K - $71K
9.03K $737K
MGV
Vanguard Mega Cap Value

ETFs
-2.28K
- 7.33%
$114.87 - $131.25 $261K - $299K
28.8K $3.78M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.6K
- 10.26%
$51.68 - $52.76 $238K - $243K
40.2K $2.12M
BDX
Becton Dickinson & CO

Healthcare
-471
- 20.18%
$165.15 - $226.42 $77.8K - $107K
1.86K $320K
UPS
United Parcel Service Inc

Industrials
-1.64K
- 31.03%
$91.92 - $110.2 $150K - $180K
3.64K $367K
TSCO
Tractor Supply CO

Consumer Cyclical
-3.43K
- 31.78%
$47.86 - $55.77 $164K - $191K
7.36K $388K
TM
Toyota Motor Corp

Consumer Cyclical
-903
- 8.78%
$158.63 - $195.39 $143K - $176K
9.38K $1.62M
AJG
Arthur J. Gallagher & Co.

Financial Services
-391
- 13.49%
$310.86 - $348.77 $122K - $136K
2.51K $802K
CRM
Salesforce, Inc.

Technology
-973
- 5.61%
$236.26 - $291.15 $230K - $283K
16.4K $4.46M
SHEL
Shell PLC

Energy
-1.49K
- 6.27%
$59.75 - $73.05 $88.8K - $109K
22.2K $1.56M
AGZ
Ishares Agency Bond ETF

ETFs
-1.54K
- 26.99%
$108.32 - $109.92 $167K - $169K
4.16K $456K
EFV
Msci Eafe Value ETF

ETFs
-24.1K
- 7.99%
$52.4 - $64.65 $1.26M - $1.56M
277K $17.6M
FANG
Diamondback Energy, Inc.

Energy
-598
- 19.47%
$119.25 - $161.49 $71.3K - $96.6K
2.47K $339K
TRGP
Targa Resources Corp.

Energy
-331
- 9.55%
$157.32 - $205.72 $52.1K - $68.1K
3.14K $545K
HD
Home Depot, Inc.

Consumer Cyclical
-398
- 3.43%
$335.24 - $380.78 $133K - $152K
11.2K $4.11M
PLD
Prologis, Inc.

Real Estate
-177
- 0.94%
$89.76 - $112.34 $15.9K - $19.9K
18.7K $1.97M
VZ
Verizon Communications Inc

Communication Services
-1.7K
- 5.45%
$41.67 - $45.62 $70.7K - $77.4K
29.4K $1.27M
INTC
Intel Corp

Technology
-5.77K
- 25.5%
$18.13 - $22.69 $105K - $131K
16.9K $377K
SLB
Schlumberger Limited

Energy
-1.27K
- 11.06%
$31.95 - $42.2 $40.6K - $53.7K
10.2K $345K
VEA
Vanguard Ftse Developed Market

ETFs
-14.4K
- 12.94%
$45.65 - $57.01 $660K - $824K
97.2K $5.54M
SBUX
Starbucks Corp

Consumer Cyclical
-600
- 4.92%
$79.69 - $99.41 $47.8K - $59.6K
11.6K $1.06M
VHT
Vanguard Health Care ETF

ETFs
-322
- 11.29%
$236.71 - $261.92 $76.2K - $84.3K
2.53K $628K
WM
Waste Management Inc

Industrials
-471
- 7.08%
$216.47 - $242.1 $102K - $114K
6.19K $1.42M
PAYX
Paychex Inc

Industrials
-496
- 8.39%
$137.01 - $159.78 $68K - $79.3K
5.42K $787K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-24.6K
- 13.75%
$43.34 - $55.24 $1.06M - $1.36M
154K $8.51M
ACN
Accenture PLC

Technology
-97
- 1.46%
$279.23 - $323.21 $27.1K - $31.4K
6.55K $1.96M
SPG
Simon Property Group Inc

Real Estate
-515
- 8.12%
$140.37 - $171.44 $72.3K - $88.3K
5.83K $936K
OHI
Omega Healthcare Investors Inc

Real Estate
-2.7K
- 23.9%
$35.55 - $39.05 $95.8K - $105K
8.59K $314K
EOG
Eog Resources Inc

Energy
-531
- 9.18%
$104.61 - $129.97 $55.5K - $69K
5.25K $628K
GILD
Gilead Sciences, Inc.

Healthcare
-886
- 7.98%
$96.91 - $113.0 $85.9K - $100K
10.2K $1.13M
PGR
Progressive Corp

Financial Services
-33
- 0.52%
$255.27 - $288.74 $8.42K - $9.53K
6.34K $1.69M
AMT
American Tower Corp

Real Estate
-608
- 8.16%
$203.96 - $228.19 $124K - $139K
6.85K $1.51M
SNY
Sanofi

Healthcare
-255
- 1.95%
$47.62 - $55.44 $12.1K - $14.1K
12.8K $619K
DUK
Duke Energy Corp

Utilities
-566
- 5.99%
$112.46 - $124.05 $63.7K - $70.2K
8.88K $1.05M
GIS
General Mills Inc

Consumer Defensive
-1.01K
- 15.55%
$50.37 - $60.97 $50.7K - $61.4K
5.47K $283K
VLO
Valero Energy Corp

Energy
-872
- 14.5%
$104.69 - $141.77 $91.3K - $124K
5.14K $691K
TTE
Total Energies Se

Energy
-1.51K
- 8.18%
N/A
17K $1.16M
KO
Coca Cola CO

Consumer Defensive
-764
- 1.44%
$68.37 - $73.9 $52.2K - $56.5K
52.4K $3.71M
AVB
Avalonbay Communities Inc

Real Estate
-381
- 19.28%
$187.23 - $215.61 $71.3K - $82.1K
1.6K $324K
PSX
Phillips 66

Energy
-583
- 9.4%
$92.87 - $125.73 $54.1K - $73.3K
5.62K $670K
APD
Air Products & Chemicals, Inc.

Basic Materials
-228
- 9.32%
$248.61 - $294.96 $56.7K - $67.3K
2.22K $625K
BP
Bp PLC

Energy
-699
- 3.77%
$26.11 - $33.81 $18.3K - $23.6K
17.9K $534K
EQIX
Equinix Inc

Real Estate
-78
- 5.15%
$740.07 - $914.43 $57.7K - $71.3K
1.44K $1.14M
AON
Aon PLC

Financial Services
-12
- 0.58%
$335.85 - $398.81 $4.03K - $4.79K
2.05K $731K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-41
- 2.23%
$421.16 - $509.5 $17.3K - $20.9K
1.79K $798K
EIX
Edison International

Utilities
-812
- 12.97%
$48.32 - $59.92 $39.2K - $48.7K
5.45K $281K
ED
Consolidated Edison Inc

Utilities
-257
- 4.27%
$98.05 - $113.3 $25.2K - $29.1K
5.77K $578K
ADBE
Adobe Inc.

Technology
-257
- 6.77%
$340.0 - $420.68 $87.4K - $108K
3.54K $1.37M
KMB
Kimberly Clark Corp

Consumer Defensive
-240
- 5.8%
$126.84 - $145.22 $30.4K - $34.9K
3.9K $502K
Activity Summary
Buys All Purchases 160 New Holdings 22 Increased Positions 138 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 5
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