Checchi Capital Advisers, LLC Purchases in Q4 2024

Checchi Capital Advisers, LLC

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
155K
+ 1376.9%
$378.79 - $428.11 $58.8M - $66.5M
167K $68.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
562K
+ 184.25%
$26.05 - $29.17 $14.6M - $16.4M
867K $22.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
26.2K
+ 840.17%
$264.18 - $304.19 $6.93M - $7.98M
29.4K $8.23M
APO
Apollo Global Management, Inc.

Financial Services
38.7K
+ 1138.18%
$131.36 - $178.61 $5.08M - $6.91M
42.1K $6.95M
AAPL
Apple Inc.

Technology
10.9K
+ 6.2%
$221.69 - $259.02 $2.41M - $2.82M
186K $46.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
20.9K
+ 200.7%
$241.48 - $274.89 $5.06M - $5.76M
31.4K $7.96M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
61.4K
+ 57.52%
$57.96 - $64.2 $3.56M - $3.94M
168K $9.77M
AMZN
Amazon Com Inc

Consumer Cyclical
1.66K
+ 2.13%
$180.88 - $232.93 $300K - $387K
79.5K $17.5M
AVGO
Broadcom Inc.

Technology
518
+ 1.12%
$159.67 - $250.0 $82.7K - $130K
46.6K $10.8M
IWN
Ishares Russell2000 Val ETF

ETFs
17.1K
New
$162.69 - $181.35 $2.79M - $3.11M
17.1K $2.81M
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.77K
+ 54.7%
$316.94 - $357.88 $1.83M - $2.06M
16.3K $5.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
70.9K
+ 117.88%
$31.23 - $33.51 $2.21M - $2.38M
131K $4.12M
EEM
Ishares Msci Emerging Markets

ETFs
75.5K
+ 23.01%
$41.82 - $47.36 $3.16M - $3.57M
403K $16.9M
UNH
Unitedhealth Group Inc

Healthcare
4.27K
+ 32.5%
$485.52 - $625.25 $2.08M - $2.67M
17.4K $8.81M
VONG
Vanguard Russell 1000 Growth E

ETFs
9.81K
New
$95.27 - $107.82 $935K - $1.06M
9.81K $1.01M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
14.5K
+ 8.12%
N/A
194K $12.1M
WFC
Wells Fargo & Company

Financial Services
1.13K
+ 2.12%
$54.98 - $77.35 $61.9K - $87.1K
54.3K $3.81M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.45K
+ 32.58%
$160.89 - $176.18 $876K - $960K
22.2K $3.59M
V
Visa Inc.

Financial Services
250
+ 1.61%
$273.87 - $320.91 $68.5K - $80.2K
15.8K $5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.8K
+ 24.13%
$87.1 - $98.49 $1.47M - $1.66M
86.5K $7.56M
NFLX
Netflix Inc

Communication Services
21
+ 0.57%
$687.65 - $936.56 $14.4K - $19.7K
3.74K $3.33M
VB
Vanguard Small Cap ETF

ETFs
2.7K
+ 18.38%
$233.76 - $261.58 $632K - $707K
17.4K $4.18M
WMT
Walmart Inc.

Consumer Defensive
667
+ 1.21%
$79.1 - $95.7 $52.8K - $63.8K
55.8K $5.04M
IYR
Ishares Tr

ETFs
8.66K
+ 28.6%
$90.74 - $102.87 $786K - $891K
39K $3.63M
CCI
Crown Castle International Corp

Real Estate
7.21K
+ 108.57%
$89.78 - $119.11 $647K - $858K
13.8K $1.26M
META
Meta Platforms, Inc.

Communication Services
180
+ 1.0%
$554.08 - $632.68 $99.7K - $114K
18.1K $10.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 1.01%
$4100.99 - $5300.34 $20.5K - $26.5K
500 $2.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.81K
+ 5.67%
$77.86 - $79.27 $530K - $540K
127K $9.9M
MA
Mastercard Inc

Financial Services
150
+ 1.77%
$491.3 - $536.15 $73.7K - $80.4K
8.65K $4.55M
IEMG
Ishares Inc

ETFs
6.4K
+ 3.65%
N/A
182K $9.75M
BA
Boeing CO

Industrials
1.06K
+ 18.14%
$138.14 - $180.72 $146K - $191K
6.88K $1.22M
BAC
Bank Of America Corp

Financial Services
394
+ 0.53%
$39.22 - $47.77 $15.5K - $18.8K
74.1K $3.26M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
821
New
$260.53 - $404.79 $214K - $332K
821 $313K
CSCO
Cisco Systems, Inc.

Technology
801
+ 1.82%
$52.45 - $60.02 $42K - $48.1K
44.9K $2.66M
IWS
Ishares Russell Midcap Value E

ETFs
2.31K
New
$128.08 - $140.32 $296K - $324K
2.31K $298K
NOW
Service Now, Inc.

Technology
22
+ 1.51%
$867.18 - $1148.42 $19.1K - $25.3K
1.48K $1.57M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.18K
+ 6.27%
$81.68 - $82.93 $341K - $347K
70.9K $5.81M
PLTR
Palantir Technologies Inc.

Technology
3.41K
New
$36.46 - $82.38 $124K - $281K
3.41K $257K
WDAY
Workday, Inc.

Technology
948
New
$233.85 - $279.91 $222K - $265K
948 $244K
BMO
Bank Of Montreal

Financial Services
2.52K
New
$89.75 - $103.39 $226K - $260K
2.52K $244K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.45K
New
$99.0 - $99.5 $242K - $243K
2.45K $242K
HON
Honeywell International Inc

Industrials
348
+ 4.18%
$202.84 - $236.0 $70.6K - $82.1K
8.66K $1.96M
MGV
Vanguard Mega Cap Value

ETFs
2.57K
+ 9.11%
$124.06 - $133.48 $319K - $343K
30.8K $3.85M
TTWO
Take Two Interactive Software Inc

Communication Services
1.23K
New
$147.66 - $190.46 $182K - $235K
1.23K $226K
IP
International Paper CO

Consumer Cyclical
4.09K
New
$46.64 - $59.57 $191K - $244K
4.09K $220K
VGSH
Vanguard

ETFs
4.49K
+ 8.58%
$58.02 - $58.88 $261K - $265K
56.8K $3.31M
WMB
Williams Companies, Inc.

Energy
366
+ 1.63%
$46.37 - $59.74 $17K - $21.9K
22.8K $1.24M
MKL
Markel Corp

Financial Services
121
New
$1542.01 - $1785.11 $187K - $216K
121 $208K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2.04K
New
$77.15 - $104.91 $157K - $214K
2.04K $205K
Activity Summary
Buys All Purchases 290 New Holdings 16 Increased Positions 274 Sells All Sells 216 Reductions 216 Sold out 0 Options Calls 0 Puts 4
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