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
SO
Southern CO

Utilities
259
+ 1.96%
$81.5 - $94.15 $21.1K - $24.4K
13.5K $1.11M
CL
Colgate Palmolive CO

Consumer Defensive
164
+ 2.12%
$90.22 - $102.31 $14.8K - $16.8K
7.89K $717K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 0.37%
$442.29 - $483.08 $27.9K - $30.4K
16.9K $7.66M
EXR
Extra Space Storage Inc.

Real Estate
75
+ 2.22%
$142.35 - $178.32 $10.7K - $13.4K
3.45K $515K
PSX
Phillips 66

Energy
47
+ 0.8%
$110.35 - $138.93 $5.19K - $6.53K
5.9K $671K
MCD
Mcdonalds Corp

Consumer Cyclical
148
+ 1.52%
$288.47 - $316.54 $42.7K - $46.8K
9.89K $2.87M
PSA
Public Storage

Real Estate
183
+ 7.62%
$289.33 - $360.21 $52.9K - $65.9K
2.59K $774K
CEG
Constellation Energy Corp

Utilities
63
+ 1.82%
$224.28 - $285.52 $14.1K - $18K
3.52K $792K
RIO
Rio Tinto PLC

Basic Materials
4
+ 0.04%
$58.59 - $71.15 $234 - $285
9.46K $556K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
20.1K
+ 10.38%
$60.13 - $67.31 $1.21M - $1.35M
214K $13M
SCCO
Southern Copper Corp

Basic Materials
37
+ 0.67%
$91.13 - $117.95 $3.37K - $4.36K
5.58K $508K
UL
Unilever PLC

Consumer Defensive
70
+ 0.4%
$56.7 - $64.64 $3.97K - $4.52K
17.7K $1M
GE
General Electric CO

Industrials
22
+ 0.32%
$159.95 - $194.23 $3.52K - $4.27K
6.79K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 0.67%
$385.02 - $431.37 $29.3K - $32.8K
11.5K $4.46M
CMCSA
Comcast Corp

Communication Services
66
+ 0.18%
$37.39 - $45.14 $2.47K - $2.98K
37.3K $1.4M
CAT
Caterpillar Inc

Industrials
45
+ 0.74%
$360.37 - $416.88 $16.2K - $18.8K
6.16K $2.24M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.07K
+ 1.47%
$115.08 - $119.55 $123K - $128K
73.8K $8.53M
NOC
Northrop Grumman Corp

Industrials
8
+ 0.24%
$466.52 - $543.88 $3.73K - $4.35K
3.29K $1.54M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.66K
+ 1.32%
$51.33 - $53.74 $85.1K - $89K
127K $6.53M
EWY
Ishares Inc Msci South Korea E

ETFs
678
+ 3.59%
$50.89 - $63.57 $34.5K - $43.1K
19.6K $996K
QCOM
Qualcomm Inc

Technology
186
+ 1.25%
$150.4 - $178.04 $28K - $33.1K
15.1K $2.32M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.02%
$244.52 - $284.07 $489 - $568
9.14K $2.26M
AMT
American Tower Corp

Real Estate
336
+ 5.88%
$179.4 - $232.01 $60.3K - $78K
6.05K $1.11M
MPC
Marathon Petroleum Corp

Energy
8
+ 0.08%
$131.65 - $174.84 $1.05K - $1.4K
9.64K $1.35M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.86K
+ 2.14%
$80.13 - $83.77 $229K - $240K
137K $11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
24
+ 0.76%
$501.29 - $612.85 $12K - $14.7K
3.16K $1.65M
ELV
Elevance Health, Inc.

Healthcare
119
+ 4.59%
$365.96 - $514.62 $43.5K - $61.2K
2.71K $1M
AMGN
Amgen Inc

Healthcare
44
+ 0.66%
$258.78 - $328.31 $11.4K - $14.4K
6.7K $1.75M
LMT
Lockheed Martin Corp

Industrials
12
+ 0.26%
$479.66 - $614.62 $5.76K - $7.38K
4.54K $2.21M
ABBV
Abb Vie Inc.

Healthcare
61
+ 0.26%
$164.99 - $203.87 $10.1K - $12.4K
23.4K $4.15M
KO
Coca Cola CO

Consumer Defensive
405
+ 0.79%
$61.74 - $71.71 $25K - $29K
51.6K $3.21M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.61K
+ 3.82%
$114.08 - $125.68 $298K - $328K
71K $8.13M
VEA
Vanguard Ftse Developed Market

ETFs
534
+ 0.48%
$47.57 - $52.44 $25.4K - $28K
111K $5.32M
VGLT
Vanguard Long Term Treasury Et

ETFs
14.3K
+ 6.6%
$55.1 - $61.74 $788K - $883K
231K $12.8M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
29K
+ 3.99%
$21.58 - $23.37 $627K - $679K
756K $16.3M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
885
+ 0.71%
$62.71 - $68.47 $55.5K - $60.6K
126K $7.93M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.34K
+ 1.83%
$75.1 - $82.99 $176K - $194K
130K $9.84M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
8.3K
+ 1.35%
$36.01 - $38.42 $299K - $319K
621K $22.4M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.01%
$727.2 - $932.06 $727 - $932
10.7K $8.29M
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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