Checchi Capital Advisers, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$1.26B
Signature - Title
Mr. Adam Checchi - Managing Member
Location
9720 Wilshire Blvd, 4 Th Floor, Beverly Hills, California
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 560 $1.26B +$72.6M -$81.5M -$8.86M VUG, AAPL, MSFT, EEM, NVDA 13F-HR 7/26/2024, 05:03 PM
Q1 2024 576 $1.28B +$73.3M -$77.6M -$4.35M VUG, MSFT, AAPL, BWX, IGOV 13F-HR 4/25/2024, 12:08 PM
Q4 2023 549 $1.23B +$135M -$83M +$52M VUG, AAPL, MSFT, BWX, IGOV 13F-HR 2/7/2024, 05:27 PM
Q3 2023 588 $1.08B +$93.7M -$83M +$10.6M VUG, BWX, AAPL, MSFT, VGLT 13F-HR 11/9/2023, 06:49 PM
Q2 2023 573 $1.12B +$107M -$50.2M +$56.8M BWX, VUG, AAPL, MSFT, ZIP 13F-HR 8/9/2023, 06:37 PM
Q1 2023 561 $1.03B +$80.3M -$49.7M +$30.6M BWX, AAPL, ZIP, MSFT, IGOV 13F-HR 5/5/2023, 05:57 PM
Q4 2022 543 $962M +$121M -$121M -$633K BWX, ZIP, IGOV, AAPL, MSFT 13F-HR 2/10/2023, 03:41 PM
Q3 2022 549 $1.07B +$216M -$143M +$72.5M SPY, BWX, ZIP, AAPL, IGOV 13F-HR 11/9/2022, 03:54 PM
Q2 2022 553 $1.11B +$224M -$135M +$89.8M SPY, IGOV, AAPL, BWX, ZIP 13F-HR 8/11/2022, 04:48 PM
Q1 2022 551 $1.18B +$159M -$51.4M +$108M SPY, IGOV, ZIP, AAPL, BWX 13F-HR 5/6/2022, 07:48 PM
Q4 2021 542 $1.14B +$122M -$29.7M +$92M SPY, IGOV, AAPL, EFA, MSFT 13F-HR 2/8/2022, 04:52 PM
Q3 2021 519 $808M +$64.2M -$52.9M +$11.3M IGOV, BWX, AAPL, MSFT, VUG 13F-HR 11/8/2021, 08:45 PM
Q2 2021 528 $809M +$69.4M -$36.9M +$32.5M IGOV, BWX, AAPL, MSFT, GLD 13F-HR 8/5/2021, 06:37 PM
Q1 2021 511 $736M +$68.1M -$36.7M +$31.5M IGOV, BWX, AAPL, MSFT, GLD 13F-HR 5/7/2021, 07:03 PM
Q4 2020 490 $970M +$105M -$127M -$21.8M SPY, IGOV, BWX, EFA, AAPL 13F-HR 2/12/2021, 04:06 PM
Q3 2020 453 $896M +$65.8M -$20.5M +$45.3M SPY, IGOV, EFA, BWX, AAPL 13F-HR 11/9/2020, 07:43 PM
Q2 2020 457 $831M +$53.3M -$201M -$147M SPY, IGOV, EFA, BWX, AAPL 13F-HR 8/12/2020, 04:49 PM
Q1 2020 394 $1.04B +$481M -$28.7M +$452M SPY, GILD, IGOV, BWX, EFA 13F-HR 5/7/2020, 03:49 PM
Q4 2019 451 $740M +$34.3M -$22.4M +$11.9M SPY, EFA, BWX, IGOV, AAPL 13F-HR 2/6/2020, 05:58 PM
Q3 2019 430 $768M +$28.9M -$38.8M -$9.9M SPY, AMZN, EFA, BWX, IGOV 13F-HR 11/6/2019, 03:40 PM
Q2 2019 427 $787M +$45.8M -$132M -$86.4M SPY, AMZN, EFA, BWX, IGOV 13F-HR 8/6/2019, 09:31 AM
Q1 2019 424 $855M +$84.1M -$84.6M -$542K AMZN, SPY, EFA, BWX, IGOV 13F-HR 5/8/2019, 08:46 PM
Q4 2018 374 $774M +$99.3M -$51.5M +$47.8M SPY, AMZN, EFA, BWX, IGOV 13F-HR 2/6/2019, 08:57 PM
Q3 2018 450 $868M +$49.1M -$23.5M +$25.6M SPY, AMZN, EFA, BWX, IGOV 13F-HR 10/29/2018, 05:10 PM
Q2 2018 405 $795M +$47.1M -$7.74M +$39.4M SPY, AMZN, EFA, BWX, IGOV 13F-HR 8/6/2018, 04:52 PM
Q1 2018 398 $759M +$131M -$63.9M +$66.7M SPY, AMZN, EFA, BWX, IGOV 13F-HR 5/1/2018, 08:31 AM
Q4 2017 414 $745M +$64.9M -$256M -$191M SPY, EFA, BWX, IGOV, MBB 13F-HR 2/2/2018, 04:07 PM
Q3 2017 384 $982M +$140M -$94.6M +$45.4M SPY, SPY, EFA, AMZN, IWM 13F-HR 11/2/2017, 07:47 AM
Q2 2017 375 $916M +$102M -$53.2M +$48.6M SPY, SPY, AMZN, EFA, EFA 13F-HR 8/3/2017, 09:06 AM
Q1 2017 402 $869M +$122M -$28.9M +$93.2M SPY, SPY, EFA, EFA, BWX 13F-HR 5/3/2017, 11:40 AM
Q4 2016 386 $741M +$30.1M -$154M -$123M SPY, SPY, EFA, BWX, IGOV 13F-HR 1/25/2017, 10:46 AM
Q3 2016 389 $885M +$78.9M -$17.3M +$61.6M SPY, SPY, EFA, EFA, BWX 13F-HR 11/10/2016, 02:12 PM
Q2 2016 1,543 $876M +$460M -$20.4M +$439M SPY, SPY, EFA, EFA, BWX 13F-HR 7/21/2016, 12:52 PM
Q1 2016 1,561 $450M +$121M -$20.6M +$101M EFA, BWX, IGOV, JNKXXXX, MBB 13F-HR 5/2/2016, 01:27 PM
Q4 2015 362 $396M +$74.1M -$40.6M +$33.5M EFA, EFA, BWX, IGOV, JNKXXXX 13F-HR 2/2/2016, 07:49 PM
Q3 2015 344 $368M +$47.7M -$17.8M +$29.9M EFA, BWX, IGOV, MBB, JNKXXXX 13F-HR 10/23/2015, 02:57 PM
Q2 2015 369 $379M +$65.2M -$16.3M +$48.9M EFA, BWX, JNKXXXX, MBB, IGOV 13F-HR 8/4/2015, 04:42 PM
Q1 2015 357 $338M +$47M -$26.7M +$20.2M EFA, BWX, MBB, IGOV, AAPL 13F-HR 5/7/2015, 11:26 AM
Q4 2014 325 $266M +$41.2M -$13.7M +$27.5M BWX, MBB, IGOV, IBND, AAPL 13F-HR 1/26/2015, 06:39 AM
Q3 2014 280 $243M +$35M -$2.7M +$32.3M BWX, MBB, IGOV, EEM, IBND 13F-HR 10/23/2014, 02:07 PM
Q2 2014 253 $219M +$56.8M -$1.16M +$55.6M BWX, MBB, IGOV, EEM, IBND 13F-HR 8/5/2014, 08:59 PM
Q1 2014 194 $163M +$36.1M -$1.03M +$35.1M BWX, MBB, IGOV, IBND, SCZ 13F-HR 5/6/2014, 07:55 AM
Q4 2013 153 $128M BWX, MBB, IGOV, IBND, EFG 13F-HR 1/27/2014, 08:20 PM