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
AEP
American Electric Power CO Inc

Utilities
-445
- 6.15%
$98.59 - $109.11 $43.9K - $48.6K
6.79K $704K
HPQ
Hp Inc

Technology
-1.59K
- 11.25%
$21.88 - $29.32 $34.8K - $46.6K
12.5K $306K
BNDX
Vanguard Total International B

ETFs
-1.81K
- 22.58%
$48.77 - $49.55 $88.4K - $89.8K
6.22K $307K
VTR
Ventas, Inc.

Real Estate
-796
- 15.23%
$62.45 - $70.08 $49.7K - $55.8K
4.43K $279K
ETR
Entergy Corp

Utilities
-753
- 12.9%
$79.01 - $86.61 $59.5K - $65.2K
5.09K $422K
VOE
Vanguard Mid Cap Value Index F

ETFs
-873
- 5.15%
$141.87 - $164.49 $124K - $144K
16.1K $2.65M
GD
General Dynamics Corp

Industrials
-547
- 12.54%
$247.68 - $291.66 $135K - $160K
3.82K $1.11M
TXN
Texas Instruments Inc

Technology
-381
- 3.35%
N/A
11K $2.14M
DRI
Darden Restaurants Inc

Consumer Cyclical
-548
- 12.28%
$186.58 - $225.78 $102K - $124K
3.92K $853K
YUM
Yum Brands Inc

Consumer Cyclical
-229
- 5.46%
$138.36 - $161.45 $31.7K - $37K
3.97K $587K
CL
Colgate Palmolive CO

Consumer Defensive
-541
- 6.67%
$87.57 - $96.0 $47.4K - $51.9K
7.57K $687K
HES
Hess Corp

Energy
-165
- 7.47%
$126.32 - $161.29 $20.8K - $26.6K
2.04K $283K
OTIS
Otis Worldwide Corp

Industrials
-483
- 9.5%
$90.88 - $104.3 $43.9K - $50.4K
4.6K $455K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.6K
- 6.04%
$11.11 - $14.46 $17.8K - $23.1K
24.9K $311K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-3.32K
- 6.69%
$12.23 - $15.46 $40.6K - $51.3K
46.3K $699K
KMI
Kinder Morgan, Inc.

Energy
-3.02K
- 12.16%
$25.21 - $29.4 $76.1K - $88.7K
21.8K $640K
WSO
Watsco Inc

Industrials
-42
- 5.71%
$421.84 - $520.66 $17.7K - $21.9K
693 $306K
SO
Southern CO

Utilities
-713
- 5.11%
$84.91 - $92.56 $60.5K - $66K
13.2K $1.22M
CMCSA
Comcast Corp

Communication Services
-670
- 1.86%
$32.84 - $36.72 $22K - $24.6K
35.3K $1.26M
DHR
Danaher Corp

Healthcare
-94
- 1.54%
$174.64 - $205.16 $16.4K - $19.3K
6K $1.19M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-5.19K
- 6.78%
$10.79 - $14.14 $56K - $73.4K
71.4K $979K
OMC
Omnicom Group Inc.

Communication Services
-280
- 7.22%
$69.22 - $79.77 $19.4K - $22.3K
3.6K $258K
UNP
Union Pacific Corp

Industrials
-108
- 1.81%
$208.27 - $238.46 $22.5K - $25.8K
5.87K $1.35M
MSI
Motorola Solutions, Inc.

Technology
-52
- 2.31%
$394.72 - $440.39 $20.5K - $22.9K
2.2K $926K
BKR
Baker Hughes CO

Energy
-372
- 4.47%
$35.0 - $44.92 $13K - $16.7K
7.96K $305K
WMB
Williams Companies, Inc.

Energy
-2.1K
- 8.92%
$54.33 - $62.87 $114K - $132K
21.4K $1.34M
NOC
Northrop Grumman Corp

Industrials
-38
- 1.14%
$456.3 - $540.39 $17.3K - $20.5K
3.31K $1.65M
ALL
Allstate Corp

Financial Services
-198
- 5.87%
$180.53 - $212.64 $35.7K - $42.1K
3.18K $639K
NEE
Nextera Energy Inc

Utilities
-340
- 1.47%
$64.11 - $75.0 $21.8K - $25.5K
22.8K $1.58M
EQR
Equity Residential

Real Estate
-519
- 10.72%
$61.82 - $71.72 $32.1K - $37.2K
4.32K $291K
AFL
Aflac Inc

Financial Services
-128
- 1.78%
$99.77 - $112.45 $12.8K - $14.4K
7.08K $746K
NKE
Nike, Inc.

Consumer Cyclical
-1.69K
- 19.78%
$53.27 - $72.04 $89.9K - $122K
6.84K $486K
EXR
Extra Space Storage Inc.

Real Estate
-340
- 7.06%
$126.61 - $152.99 $43K - $52K
4.47K $659K
BHP
Bhp Group LTD

Basic Materials
-925
- 5.47%
$40.22 - $50.88 $37.2K - $47.1K
16K $769K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11.6K
- 9.02%
$72.96 - $90.39 $849K - $1.05M
117K $10.5M
FICO
Fair Isaac Corp

Technology
-27
- 15.0%
$1503.62 - $2206.01 $40.6K - $59.6K
153 $279K
FNF
Fidelity National Financial, Inc.

Financial Services
-139
- 2.87%
$53.62 - $66.59 $7.45K - $9.26K
4.7K $263K
MFC
Manulife Financial Corp

Financial Services
-2.06K
- 11.73%
$26.93 - $32.44 $55.6K - $66.9K
15.5K $496K
STZ
Constellation Brands, Inc.

Consumer Defensive
-119
- 7.98%
$160.0 - $195.62 $19K - $23.3K
1.37K $223K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-565
- 10.93%
$149.76 - $186.42 $84.6K - $105K
4.6K $858K
CVS
Cvs Health Corp

Healthcare
-843
- 11.68%
$60.04 - $70.18 $50.6K - $59.2K
6.37K $439K
CB
Chubb LTD

Financial Services
-11
- 0.29%
$274.32 - $302.46 $3.02K - $3.33K
3.74K $1.08M
ADP
Automatic Data Processing Inc

Industrials
-214
- 3.55%
$276.76 - $326.81 $59.2K - $69.9K
5.81K $1.79M
TFC
Truist Financial Corp

Financial Services
-1.7K
- 12.7%
$34.79 - $42.99 $59K - $72.9K
11.7K $501K
HUM
Humana Inc

Healthcare
-100
- 8.83%
$224.93 - $295.04 $22.5K - $29.5K
1.03K $252K
PBA
Pembina Pipeline Corp

Energy
-732
- 10.42%
$35.16 - $40.88 $25.7K - $29.9K
6.29K $235K
WTW
Willis Towers Watson PLC

Financial Services
-59
- 6.61%
$295.96 - $337.43 $17.5K - $19.9K
833 $255K
PRU
Prudential Financial Inc

Financial Services
-227
- 4.42%
$95.12 - $112.71 $21.6K - $25.6K
4.91K $527K
MAA
Mid America Apartment Communities Inc.

Real Estate
-79
- 4.78%
$145.91 - $168.0 $11.5K - $13.3K
1.58K $233K
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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