Checchi Capital Advisers, LLC Reduced Holdings in Q4 2025

Checchi Capital Advisers, LLC

  • $1.91 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
-21.7K
- 83.92%
$291.71 - $309.36 $6.34M - $6.72M
4.16K $1.21M
IWN
Ishares Russell2000 Val ETF

ETFs
-25.4K
- 69.85%
$172.34 - $181.51 $4.38M - $4.61M
11K $1.91M
BWX
Spdr Bloomberg International T

ETFs
-141K
- 8.4%
$22.52 - $23.03 $3.17M - $3.24M
1.53M $34.6M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-205K
- 13.24%
$11.35 - $11.74 $2.33M - $2.41M
1.35M $15.3M
IAU
Ishares Gold Trust

ETFs
-56.3K
- 13.58%
$72.65 - $82.5 $4.09M - $4.65M
358K $27.6M
MSFT
Microsoft Corp

Technology
-2.95K
- 3.66%
$496.82 - $542.07 $1.47M - $1.6M
77.6K $39.4M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-36.9K
- 16.85%
$66.27 - $69.46 $2.45M - $2.56M
182K $12.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
-69.3K
- 50.94%
$30.84 - $31.79 $2.14M - $2.2M
66.7K $2.06M
ORCL
Oracle Corp

Technology
-1.64K
- 5.69%
$217.57 - $313.0 $357K - $513K
27.2K $5.98M
META
Meta Platforms, Inc.

Communication Services
-240
- 1.59%
$609.01 - $751.67 $146K - $180K
14.9K $9.06M
GLD
Spdr Gold Trust

ETFs
-7.94K
- 13.36%
$354.79 - $403.15 $2.82M - $3.2M
51.5K $19.4M
VUG
Vanguard Growth ETF

ETFs
-4.62K
- 3.39%
$470.44 - $504.26 $2.17M - $2.33M
131K $63.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-13
- 0.04%
$401.99 - $468.37 $5.23K - $6.09K
34.6K $14.2M
NVDA
Nvidia Corp

Technology
-5.72K
- 3.1%
$179.83 - $207.04 $1.03M - $1.18M
178K $33.3M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
-17K
- 13.36%
$38.73 - $41.03 $657K - $695K
110K $4.27M
UNH
Unitedhealth Group Inc

Healthcare
-893
- 4.14%
$320.52 - $369.92 $286K - $330K
20.7K $6.63M
JPM
Jpmorgan Chase & CO

Financial Services
-1.08K
- 3.55%
$294.11 - $320.41 $318K - $347K
29.4K $8.83M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-8.29K
- 10.59%
$76.99 - $79.92 $638K - $663K
70K $5.47M
HD
Home Depot, Inc.

Consumer Cyclical
-641
- 6.27%
$358.03 - $397.02 $229K - $254K
9.58K $3.43M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-12.2K
- 2.02%
$27.08 - $27.79 $331K - $340K
594K $16.2M
PG
Procter & Gamble CO

Consumer Defensive
-2.85K
- 11.94%
$145.5 - $153.18 $414K - $436K
21K $3.06M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.7K
- 3.5%
$75.19 - $77.98 $503K - $522K
184K $14.1M
V
Visa Inc.

Financial Services
-1.07K
- 7.31%
$325.75 - $352.42 $349K - $378K
13.6K $4.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.28K
- 7.81%
$475.68 - $513.11 $607K - $655K
15.1K $7.67M
COST
Costco Wholesale Corp

Consumer Defensive
-458
- 4.92%
$910.94 - $954.99 $417K - $437K
8.86K $8.08M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.35K
- 9.19%
$394.96 - $425.89 $532K - $574K
13.3K $5.44M
INTU
Intuit Inc

Technology
-472
- 11.93%
$641.79 - $683.39 $303K - $323K
3.49K $2.25M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-6.82K
- 51.04%
$59.41 - $62.52 $405K - $426K
6.54K $388K
TPR
Tapestry, Inc.

Consumer Cyclical
-3.23K
- 36.12%
$98.81 - $117.14 $320K - $379K
5.72K $580K
CMCSA
Comcast Corp

Communication Services
-11.1K
- 38.72%
$26.98 - $31.09 $300K - $345K
17.6K $478K
MA
Mastercard Inc

Financial Services
-274
- 3.44%
$536.85 - $580.45 $147K - $159K
7.68K $4.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-25
- 5.41%
$4804.01 - $5424.55 $120K - $136K
437 $2.1M
GS
Goldman Sachs Group Inc

Financial Services
-176
- 1.75%
$744.6 - $838.97 $131K - $148K
9.89K $7.67M
LOW
Lowes Companies Inc

Consumer Cyclical
-602
- 8.18%
$225.0 - $247.99 $135K - $149K
6.75K $1.52M
NVO
Novo Nordisk A S

Healthcare
-2.79K
- 11.55%
$45.68 - $59.65 $128K - $167K
21.4K $1.04M
HYG
Ishares Tr

ETFs
-1.68K
- 0.98%
$79.95 - $81.28 $135K - $137K
170K $13.7M
ADP
Automatic Data Processing Inc

Industrials
-232
- 4.26%
$250.9 - $292.94 $58.2K - $68K
5.22K $1.31M
T
At&T Inc.

Communication Services
-5.98K
- 12.03%
$24.44 - $27.55 $146K - $165K
43.8K $1.11M
ITW
Illinois Tool Works Inc

Industrials
-888
- 20.9%
$242.03 - $260.73 $215K - $232K
3.36K $819K
TMUS
T Mobile Us, Inc.

Communication Services
-471
- 6.32%
$201.01 - $233.26 $94.7K - $110K
6.98K $1.51M
PHM
Pultegroup Inc

Consumer Cyclical
-1.3K
- 15.28%
$118.23 - $137.61 $153K - $179K
7.2K $851K
SAP
Sap Se

Technology
-376
- 5.9%
$238.9 - $280.46 $89.8K - $105K
6K $1.43M
MSI
Motorola Solutions, Inc.

Technology
-270
- 13.01%
$379.98 - $462.26 $103K - $125K
1.81K $685K
PM
Philip Morris International Inc.

Consumer Defensive
-664
- 4.26%
$144.33 - $160.86 $95.8K - $107K
14.9K $2.28M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.59K
- 19.11%
$55.57 - $63.17 $144K - $163K
11K $608K
CRM
Salesforce, Inc.

Technology
-987
- 6.52%
$235.69 - $263.41 $233K - $260K
14.2K $3.36M
ETN
Eaton Corp PLC

Industrials
-381
- 8.55%
$352.39 - $387.75 $134K - $148K
4.07K $1.44M
VZ
Verizon Communications Inc

Communication Services
-3.73K
- 14.31%
$38.4 - $43.83 $143K - $164K
22.4K $917K
COP
Conocophillips

Energy
-1.68K
- 12.74%
$85.66 - $95.46 $144K - $160K
11.5K $1.02M
Activity Summary
Buys All Purchases 176 New Holdings 20 Increased Positions 156 Sells All Sells 349 Reductions 349 Sold out 0 Options Calls 0 Puts 5
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