Checchi Capital Advisers, LLC Incresed Positions 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
VBR
Vanguard Small Cap Value ETF

ETFs
13.3K
+ 19.13%
$197.36 - $217.3 $2.63M - $2.9M
83K $16.5M
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
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
CSCO
Cisco Systems, Inc.

Technology
801
+ 1.82%
$52.45 - $60.02 $42K - $48.1K
44.9K $2.66M
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
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
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
VGT
Vanguard Information Technolog

ETFs
51
+ 1.04%
$571.78 - $647.97 $29.2K - $33K
4.93K $3.07M
TM
Toyota Motor Corp

Consumer Cyclical
273
+ 2.89%
$169.2 - $199.52 $46.2K - $54.5K
9.72K $1.89M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.24K
+ 9.61%
$51.54 - $52.55 $218K - $223K
48.4K $2.5M
ET
Energy Transfer LP

Energy
4.42K
+ 17.48%
$16.05 - $19.86 $70.9K - $87.7K
29.7K $581K
BNDX
Vanguard Total International B

ETFs
3.56K
+ 79.34%
$48.91 - $50.61 $174K - $180K
8.05K $395K
TPR
Tapestry, Inc.

Consumer Cyclical
163
+ 1.87%
$43.54 - $66.18 $7.1K - $10.8K
8.88K $579K
QQQ
Invesco Qqq Trust, Series 1

ETFs
208
+ 9.09%
$481.22 - $538.17 $100K - $112K
2.5K $1.28M
SCHW
Schwab Charles Corp

Financial Services
376
+ 2.72%
$63.31 - $82.85 $23.8K - $31.2K
14.2K $1.05M
TMUS
T Mobile Us, Inc.

Communication Services
221
+ 3.14%
$206.1 - $246.94 $45.5K - $54.6K
7.25K $1.6M
SHOP
Shopify Inc.

Technology
208
+ 4.36%
$78.14 - $119.49 $16.3K - $24.9K
4.98K $529K
KMI
Kinder Morgan, Inc.

Energy
884
+ 4.01%
$22.59 - $28.54 $20K - $25.2K
22.9K $627K
C
Citigroup Inc

Financial Services
318
+ 2.11%
$61.31 - $72.5 $19.5K - $23.1K
15.4K $1.08M
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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