Checchi Capital Advisers, LLC Reduced Holdings in Q3 2025

Checchi Capital Advisers, LLC

  • $1.91 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
-639K
- 63.94%
$48.07 - $53.4 $30.7M - $34.1M
360K $19.2M
IEV
Ishares Tr Europe ETF

ETFs
-347K
- 86.46%
$61.37 - $65.49 $21.3M - $22.7M
54.4K $3.56M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-154K
- 97.66%
$75.26 - $80.19 $11.6M - $12.4M
3.69K $294K
EPP
Ishares Inc

ETFs
-132K
- 94.54%
$48.87 - $52.69 $6.45M - $6.95M
7.62K $392K
VOT
Vanguard Mid Cap Growth Index

ETFs
-15.7K
- 59.04%
$282.75 - $294.19 $4.44M - $4.62M
10.9K $3.2M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-55.9K
- 20.33%
$63.88 - $69.11 $3.57M - $3.86M
219K $14.9M
TBLA
Taboola.Com Ltd.

Communication Services
-770K
- 65.4%
$3.17 - $3.76 $2.44M - $2.9M
408K $1.39M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.64K
- 12.21%
$211.65 - $238.24 $2.04M - $2.3M
69.3K $15.2M
META
Meta Platforms, Inc.

Communication Services
-2.28K
- 13.12%
$695.21 - $791.73 $1.59M - $1.81M
15.1K $11.1M
MSFT
Microsoft Corp

Technology
-6.82K
- 7.81%
$491.09 - $535.64 $3.35M - $3.66M
80.6K $41.7M
COST
Costco Wholesale Corp

Consumer Defensive
-394
- 4.06%
$915.95 - $994.57 $361K - $392K
9.32K $8.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.58K
- 13.63%
$459.11 - $506.91 $1.18M - $1.31M
16.3K $8.22M
CRM
Salesforce, Inc.

Technology
-1.22K
- 7.43%
$231.66 - $273.65 $281K - $332K
15.1K $3.59M
INTU
Intuit Inc

Technology
-529
- 11.79%
$646.03 - $807.39 $342K - $427K
3.96K $2.7M
LLY
Eli Lilly & CO

Healthcare
-805
- 7.55%
$625.65 - $812.69 $504K - $654K
9.85K $7.52M
V
Visa Inc.

Financial Services
-1.46K
- 9.05%
$332.09 - $358.86 $485K - $524K
14.7K $5M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-13.8K
- 14.99%
$74.73 - $80.82 $1.03M - $1.12M
78.3K $6.22M
AMT
American Tower Corp

Real Estate
-2.28K
- 33.28%
$192.32 - $232.35 $438K - $530K
4.57K $878K
ACN
Accenture PLC

Technology
-956
- 14.59%
$232.56 - $304.78 $222K - $291K
5.6K $1.38M
PG
Procter & Gamble CO

Consumer Defensive
-2.73K
- 10.26%
$150.47 - $161.22 $410K - $440K
23.9K $3.67M
INDA
Ishares Msci India Index Fund

ETFs
-1.85K
- 1.42%
$51.98 - $55.84 $96.1K - $103K
129K $6.69M
NOW
Service Now, Inc.

Technology
-405
- 24.91%
$850.86 - $1044.69 $345K - $423K
1.22K $1.12M
TTD
Trade Desk, Inc.

Technology
-972
- 4.57%
$43.93 - $89.76 $42.7K - $87.2K
20.3K $995K
KO
Coca Cola CO

Consumer Defensive
-4.57K
- 8.71%
$65.67 - $71.67 $300K - $328K
47.9K $3.17M
PM
Philip Morris International Inc.

Consumer Defensive
-1.06K
- 6.33%
$157.77 - $183.27 $166K - $193K
15.6K $2.53M
ISRG
Intuitive Surgical Inc

Healthcare
-470
- 15.44%
$433.66 - $544.47 $204K - $256K
2.57K $1.15M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-52
- 10.12%
$5364.25 - $5815.92 $279K - $302K
462 $2.49M
ELV
Elevance Health, Inc.

Healthcare
-809
- 27.6%
$274.66 - $395.76 $222K - $320K
2.12K $685K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-4.75K
- 2.46%
$73.76 - $76.98 $350K - $366K
188K $14.3M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.46K
- 42.37%
$161.21 - $180.02 $396K - $442K
3.34K $577K
MA
Mastercard Inc

Financial Services
-849
- 9.64%
$550.18 - $598.96 $467K - $509K
7.96K $4.52M
IBM
International Business Machines Corp

Technology
-971
- 10.25%
$234.77 - $292.47 $228K - $284K
8.5K $2.4M
NVO
Novo Nordisk A S

Healthcare
-883
- 3.52%
$45.38 - $71.7 $40.1K - $63.3K
24.2K $1.34M
CCI
Crown Castle International Corp

Real Estate
-3.49K
- 42.12%
$92.96 - $113.91 $324K - $397K
4.79K $462K
WELL
Welltower Inc.

Real Estate
-3.61K
- 33.64%
$150.71 - $178.14 $545K - $644K
7.13K $1.27M
CMCSA
Comcast Corp

Communication Services
-6.61K
- 18.74%
$31.41 - $36.33 $208K - $240K
28.7K $900K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.2K
- 18.54%
$196.15 - $217.83 $234K - $260K
5.25K $1.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.5K
- 8.96%
$38.58 - $58.24 $57.9K - $87.5K
15.3K $598K
HON
Honeywell International Inc

Industrials
-770
- 9.54%
$207.7 - $240.4 $160K - $185K
7.3K $1.54M
APO
Apollo Global Management, Inc.

Financial Services
-541
- 1.75%
$131.55 - $156.05 $71.2K - $84.4K
30.3K $4.04M
DIS
Walt Disney CO

Communication Services
-1.39K
- 7.85%
$112.25 - $124.0 $156K - $172K
16.3K $1.86M
SYK
Stryker Corp

Healthcare
-590
- 15.0%
$368.57 - $403.53 $217K - $238K
3.34K $1.24M
PGR
Progressive Corp

Financial Services
-717
- 11.31%
$238.61 - $264.3 $171K - $190K
5.62K $1.39M
ADBE
Adobe Inc.

Technology
-506
- 14.29%
$333.65 - $392.1 $169K - $198K
3.04K $1.07M
SBAC
Sba Communications Corp

Real Estate
-1.04K
- 44.78%
$191.35 - $239.35 $199K - $249K
1.28K $247K
SPGI
S&P Global Inc.

Financial Services
-347
- 11.25%
$484.94 - $564.15 $168K - $196K
2.74K $1.33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.16K
- 23.67%
$48.5 - $50.19 $299K - $309K
19.9K $994K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-20.4K
- 2.79%
$25.67 - $27.21 $523K - $555K
711K $19.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.09K
- 17.9%
$167.28 - $188.45 $181K - $204K
4.98K $838K
Activity Summary
Buys All Purchases 138 New Holdings 17 Increased Positions 121 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 4
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