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
$195B
$1.47 Million 0.08% of portfolio
2,976
Q1 2025 Added 1.29%
$269B
$1.48 Million 0.08% of portfolio
7,396
Q1 2025 Added 8.89%
$237B
$1.53 Million 0.08% of portfolio
26,706
Q1 2025 Added 6.65%
$145B
$1.51 Million 0.08% of portfolio
4,066
Q1 2025 Added 1.04%
$116B
$1.57 Million 0.08% of portfolio
6,444
Q1 2025 Added 1.48%
$167B
$1.57 Million 0.08% of portfolio
3,087
Q1 2025 Added 1.61%
$0
$1.56 Million 0.08% of portfolio
6,050
Q1 2025 Reduced 0.43%
$0
$1.59 Million 0.08% of portfolio
29,342
Q1 2025 Added 49.84%
$98.9B
$1.54 Million 0.08% of portfolio
6,656
Q1 2025 Reduced 1.65%
$23B
$1.36 Million 0.07% of portfolio
6,626
Q1 2025 Added 0.98%
$138B
$1.24 Million 0.07% of portfolio
11,109
Q1 2025 Added 5.15%
$136B
$1.41 Million 0.07% of portfolio
5,982
Q1 2025 Added 3.41%
$110B
$1.26 Million 0.07% of portfolio
6,252
Q1 2025 Added 0.72%
$79.6B
$1.29 Million 0.07% of portfolio
929
Q1 2025 Added 1.86%
$173B
$1.27 Million 0.07% of portfolio
18,462
Q1 2025 Added 6.8%
$204B
$1.23 Million 0.07% of portfolio
1,551
Q1 2025 Added 4.73%
$0
$1.31 Million 0.07% of portfolio
12,594
Q1 2025 Added 84.28%
$98B
$1.28 Million 0.07% of portfolio
13,962
Q1 2025 Added 3.51%
$138B
$1.25 Million 0.07% of portfolio
6,098
Q1 2025 Added 1.08%
$152B
$1.33 Million 0.07% of portfolio
35,949
Q1 2025 Reduced 3.69%
$80.9B
$1.23 Million 0.07% of portfolio
1,514
Q1 2025 Added 23.69%
$31.5B
$1.23 Million 0.07% of portfolio
9,390
Q1 2025 Reduced 0.25%
$73.7B
$1.4 Million 0.07% of portfolio
23,506
Q1 2025 Added 3.0%
$128B
$1.38 Million 0.07% of portfolio
5,071
Q1 2025 Added 0.74%
$185B
$1.41 Million 0.07% of portfolio
31,141
Q1 2025 Added 9.32%
$80.1B
$1.41 Million 0.07% of portfolio
9,648
Q1 2025 Added 0.06%
$0
$1.32 Million 0.07% of portfolio
5,322
Q1 2025 Added 4.07%
$146B
$1.15 Million 0.06% of portfolio
16,200
Q1 2025 Added 5.26%
$90.6B
$1.15 Million 0.06% of portfolio
9,450
Q1 2025 Added 4.63%
$174B
$1.04 Million 0.06% of portfolio
76,563
Q1 2025 Added 6.9%
$162B
$1.15 Million 0.06% of portfolio
19,244
Q1 2025 Added 8.58%
$293B
$1.21 Million 0.06% of portfolio
1,820
Q1 2025 Added 0.22%
$22.3B
$1.04 Million 0.06% of portfolio
10,106
Q1 2025 Reduced 0.11%
$92.1B
$1.19 Million 0.06% of portfolio
2,737
Q1 2025 Added 1.0%
$96.6B
$1.2 Million 0.06% of portfolio
3,635
Q1 2025 Added 4.42%
$107B
$1.2 Million 0.06% of portfolio
1,758
Q1 2025 Added 2.39%
$76.5B
$1.19 Million 0.06% of portfolio
4,362
Q1 2025 Added 0.21%
$96.3B
$1.2 Million 0.06% of portfolio
12,202
Q1 2025 Added 3.5%
$135B
$1.14 Million 0.06% of portfolio
7,849
Q1 2025 Added 1.9%
$93B
$1.17 Million 0.06% of portfolio
3,345
Q1 2025 Added 0.57%
$161B
$1.14 Million 0.06% of portfolio
14,588
Q1 2025 Added 2.6%
$151B
$1.18 Million 0.06% of portfolio
11,729
Q1 2025 Added 1.06%
$0
$1.13 Million 0.06% of portfolio
13,981
Q1 2025 Added 13.07%
$912M
$1.08 Million 0.06% of portfolio
250,000
Q1 2025 Reduced 7.73%
$100B
$1.04 Million 0.06% of portfolio
6,013
Q1 2025 Added 0.64%
$123B
$1.13 Million 0.06% of portfolio
3,746
Q1 2025 Reduced 0.03%
$33.4B
$1.15 Million 0.06% of portfolio
20,934
Q1 2025 Added 0.5%
$53.4B
$1.05 Million 0.06% of portfolio
6,341
Q1 2025 Added 13.96%
$124B
$1.04 Million 0.06% of portfolio
6,088
Q1 2025 Reduced 11.56%

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
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