Checchi Capital Advisers, LLC Portfolio Holdings

Checchi Capital Advisers, LLC

  • $1.89 Billion
  • Q1 2025

Checchi Capital Advisers, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.89 Billion distributed in 582 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.5M, Spdr Bloomberg International T with a value of $35.2M, Microsoft Corp with a value of $33.6M, Spdr Bloomberg International C with a value of $33.5M, and Ishares Tr with a value of $32.9M.

Examining the 13F form we can see an increase of $178M in the current position value, from $1.71B to 1.89B.

Checchi Capital Advisers, LLC is based out at Beverly Hills, CA

Below you can find more details about Checchi Capital Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.89 Billion
ETFs: $1.31 Billion
Technology: $161 Million
Financial Services: $92.4 Million
Healthcare: $64.5 Million
Consumer Cyclical: $59 Million
Communication Services: $45.8 Million
Industrials: $44.7 Million
Consumer Defensive: $37.3 Million
Other: $71.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$212B
$2.75 Million 0.15% of portfolio
4,477
Q1 2025 Added 2.92%
$259B
$2.84 Million 0.15% of portfolio
46,068
Q1 2025 Added 2.67%
$0
$2.72 Million 0.14% of portfolio
16,958
Q1 2025 Reduced 23.49%
$0
$2.68 Million 0.14% of portfolio
53,375
Q1 2025 Added 0.34%
$0
$2.59 Million 0.14% of portfolio
24,563
Q1 2025 Added 34.27%
$280B
$2.72 Million 0.14% of portfolio
17,108
Q1 2025 Added 2.11%
$232B
$2.44 Million 0.13% of portfolio
9,805
Q1 2025 Added 4.61%
$163B
$2.39 Million 0.13% of portfolio
15,557
Q1 2025 Added 3.05%
$195B
$2.49 Million 0.13% of portfolio
27,697
Q1 2025 Reduced 0.27%
$0
$2.48 Million 0.13% of portfolio
16,420
Q1 2025 Reduced 4.1%
$104B
$2.25 Million 0.12% of portfolio
19,427
Q1 2025 Added 2.09%
$177B
$2.21 Million 0.12% of portfolio
11,379
Q1 2025 Added 3.31%
$0
$2.31 Million 0.12% of portfolio
4,263
Q1 2025 Reduced 13.56%
$219B
$2.35 Million 0.12% of portfolio
510
Q1 2025 Added 2.0%
$0
$2.35 Million 0.12% of portfolio
44,829
Q1 2025 Reduced 7.31%
$234B
$2.16 Million 0.11% of portfolio
16,271
Q1 2025 Added 2.44%
$147B
$2.04 Million 0.11% of portfolio
16,726
Q1 2025 Added 1.19%
$154B
$2.16 Million 0.11% of portfolio
6,934
Q1 2025 Added 3.48%
$126B
$2.08 Million 0.11% of portfolio
4,654
Q1 2025 Added 2.44%
$140B
$2.16 Million 0.11% of portfolio
9,247
Q1 2025 Added 1.2%
$100B
$2.11 Million 0.11% of portfolio
18,882
Q1 2025 Added 19.23%
$201B
$2.01 Million 0.11% of portfolio
15,148
Q1 2025 Added 3.29%
$184B
$2.07 Million 0.11% of portfolio
6,277
Q1 2025 Added 1.87%
$249B
$2.03 Million 0.11% of portfolio
18,215
Q1 2025 Added 5.22%
$181B
$2.1 Million 0.11% of portfolio
14,001
Q1 2025 Added 2.57%
$200B
$2.08 Million 0.11% of portfolio
6,650
Q1 2025 Added 2.09%
$1T
$1.86 Million 0.1% of portfolio
11,181
Q1 2025 Reduced 0.65%
$135B
$1.84 Million 0.1% of portfolio
6,027
Q1 2025 Added 1.58%
$167B
$1.8 Million 0.1% of portfolio
6,370
Q1 2025 Added 1.87%
$161B
$1.8 Million 0.1% of portfolio
25,950
Q1 2025 Added 2.53%
$217B
$1.95 Million 0.1% of portfolio
16,744
Q1 2025 Added 1.73%
$261B
$1.81 Million 0.1% of portfolio
10,280
Q1 2025 Added 5.8%
$152B
$1.8 Million 0.1% of portfolio
8,512
Q1 2025 Reduced 1.75%
$158B
$1.62 Million 0.09% of portfolio
3,247
Q1 2025 Added 2.66%
$236B
$1.74 Million 0.09% of portfolio
23,699
Q1 2025 Added 1.18%
$354B
$1.69 Million 0.09% of portfolio
6,296
Q1 2025 Added 7.96%
$206B
$1.74 Million 0.09% of portfolio
17,600
Q1 2025 Added 3.04%
$74.6B
$1.71 Million 0.09% of portfolio
3,343
Q1 2025 Added 1.58%
$139B
$1.64 Million 0.09% of portfolio
23,098
Q1 2025 Added 4.27%
$71.5B
$1.69 Million 0.09% of portfolio
11,003
Q1 2025 Added 19.52%
$43.5B
$1.61 Million 0.09% of portfolio
15,444
Q1 2025 Added 11.55%
$99.9B
$1.62 Million 0.09% of portfolio
7,455
Q1 2025 Added 23.18%
$220B
$1.7 Million 0.09% of portfolio
6,310
Q1 2025 Reduced 5.2%
$193B
$1.46 Million 0.08% of portfolio
3,798
Q1 2025 Added 2.07%
$153B
$1.42 Million 0.08% of portfolio
3,016
Q1 2025 Added 2.13%
$226B
$1.56 Million 0.08% of portfolio
21,176
Q1 2025 Added 5.44%
$198B
$1.54 Million 0.08% of portfolio
54,528
Q1 2025 Added 5.97%
$104B
$1.42 Million 0.08% of portfolio
5,335
Q1 2025 Added 3.13%
$109B
$1.6 Million 0.08% of portfolio
15,215
Q1 2025 Added 5.18%

Summary

  • Portfolio
  • No. of Stocks 582
  • Current Value $1.89 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 405 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
Track This Portfolio

Track Checchi Capital Advisers, LLC Portfolio

Follow Checchi Capital Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Checchi Capital Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Checchi Capital Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email