Checchi Capital Advisers, LLC
CIK Number: 0001598186
1.9B
Market Value
556
# of Holdings
25 months
Avg. Holding Period
34.40%
Win Rate
28.70%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 423.76 | +0.11% | 166.61K | +1.38K% | 68.38M | 402.13 | 3.98% |
| 2 | AAPL | Apple Inc. | 198.98 | +0.10% | 186.1K | +6.20% | 46.6M | 81.87 | 2.71% |
| 3 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 88.12K | +2.12% | 37.14M | 124.32 | 2.16% |
| 4 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 227.52K | -0.83% | 30.55M | 11.15 | 1.78% |
| 5 | BWX | SPDR Bloomberg ... | 23.32 | +1.19% | 1.4M | -62.82% | 29.99M | 23.92 | 1.75% |
| 6 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 471.56K | -3.43% | 23.35M | 35.12 | 1.36% |
| 7 | SPTL | SPDR Portfolio ... | 26.27 | +1.14% | 867.1K | +184.25% | 22.71M | 27.19 | 1.32% |
| 8 | LEMB | iShares J.P. Mo... | 39.72 | +0.33% | 621.42K | +1.35% | 22.43M | 37.41 | 1.30% |
| 9 | IGOV | iShares Interna... | 42.60 | +1.04% | 565.47K | -19.94% | 21.73M | 46.67 | 1.26% |
| 10 | EMB | iShares J.P. Mo... | 91.46 | +0.14% | 214.51K | -2.69% | 19.1M | 99.18 | 1.11% |
| 11 | JNK | SPDR Bloomberg ... | 96.00 | +0.13% | 195.17K | -3.07% | 18.63M | 97.17 | 1.08% |
| 12 | BWZ | SPDR Bloomberg ... | 27.82 | +0.56% | 704.7K | +9.15% | 17.85M | 27.26 | 1.04% |
| 13 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 43.34K | -5.46% | 17.5M | 177.84 | 1.02% |
| 14 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 79.55K | +2.13% | 17.45M | 75.85 | 1.02% |
| 15 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 71.48K | -8.51% | 17.31M | 165.42 | 1.01% |
| 16 | IBND | SPDR Bloomberg ... | 31.96 | +0.88% | 601.27K | -2.42% | 17.05M | 30.28 | 0.99% |
| 17 | EEM | iShares MSCI Em... | 47.84 | +0.12% | 403.44K | +23.01% | 16.87M | 42.29 | 0.98% |
| 18 | VBR | Vanguard Small ... | 192.40 | -0.08% | 83.04K | +19.13% | 16.46M | 165.68 | 0.96% |
| 19 | PICB | Invesco Interna... | 23.95 | +0.86% | 756.41K | +3.99% | 16.32M | 23.09 | 0.95% |
| 20 | EMLC | VanEck J.P. Mor... | 24.95 | +0.42% | 702.03K | -2.39% | 16.22M | 26.79 | 0.94% |
| 21 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 365.62K | -1.44% | 16.1M | 40.65 | 0.94% |
| 22 | EFV | iShares MSCI EA... | 64.66 | +0.84% | 298.02K | -3.88% | 15.64M | 43.81 | 0.91% |
| 23 | ISHG | iShares 1-3 Yea... | 75.48 | +0.64% | 208.01K | -5.61% | 14.01M | 70.78 | 0.82% |
| 24 | PGX | Invesco Preferr... | 11.04 | -0.05% | 1.15M | -13.16% | 13.29M | 12.3 | 0.77% |
| 25 | SCZ | iShares MSCI EA... | 72.06 | +0.56% | 214K | +10.38% | 13M | 56.74 | 0.76% |
| 26 | VGLT | Vanguard Long-T... | 55.46 | +1.11% | 230.93K | +6.60% | 12.78M | 64.96 | 0.74% |
| 27 | VWOB | Vanguard Emergi... | 64.63 | +0.12% | 193.71K | +8.12% | 12.23M | 59.21 | 0.71% |
| 28 | HYG | iShares iBoxx $... | 79.59 | +0.10% | 154.61K | +1.80% | 12.16M | 72.35 | 0.71% |
| 29 | AMLP | Alerian MLP ETF | 49.26 | +0.67% | 240.45K | -3.76% | 11.58M | 38.36 | 0.67% |
| 30 | EFG | iShares MSCI EA... | 111.98 | +0.72% | 118.04K | -5.84% | 11.43M | 77.62 | 0.67% |
| 31 | VCIT | Vanguard Interm... | 81.90 | +0.34% | 136.62K | +2.14% | 10.97M | 84.36 | 0.64% |
| 32 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 46.64K | +1.12% | 10.81M | 45.4 | 0.63% |
| 33 | META | Meta Platforms,... | 693.11 | -0.15% | 18.14K | +1.00% | 10.62M | 198.68 | 0.62% |
| 34 | MBB | iShares MBS ETF | 92.98 | +0.40% | 110.05K | -66.55% | 10.09M | 95.87 | 0.59% |
| 35 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 126.93K | +5.67% | 9.9M | 77.51 | 0.58% |
| 36 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 130.1K | +1.83% | 9.84M | 68.56 | 0.57% |
| 37 | EEMS | iShares MSCI Em... | 63.95 | +0.15% | 168.06K | +57.52% | 9.77M | 53.7 | 0.57% |
| 38 | IEMG | iShares Core MS... | 59.64 | +0.05% | 181.84K | +3.65% | 9.5M | 48.71 | 0.55% |
| 39 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 49.13K | -0.74% | 9.36M | 108.94 | 0.54% |
| 40 | GOOGL | Alphabet Inc. | 175.57 | -1% | 48.19K | -0.36% | 9.12M | 109.28 | 0.53% |
| 41 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 99.44K | -14.26% | 8.86M | 88.62 | 0.52% |
| 42 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 17.42K | +32.50% | 8.81M | 365.65 | 0.51% |
| 43 | COST | Costco Wholesal... | 1002.64 | +0.59% | 9.6K | -2.76% | 8.8M | 341.27 | 0.51% |
| 44 | DGS | WisdomTree Emer... | 54.97 | +0.51% | 174.56K | -23.72% | 8.54M | 48.72 | 0.50% |
| 45 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 73.82K | +1.47% | 8.53M | 117.71 | 0.50% |
| 46 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 34.79K | -3.74% | 8.34M | 101.48 | 0.49% |
| 47 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 10.74K | +0.01% | 8.29M | 125.06 | 0.48% |
| 48 | VBK | Vanguard Small ... | 271.60 | -0.18% | 29.37K | +840.17% | 8.23M | 274.33 | 0.48% |
| 49 | VSS | Vanguard FTSE A... | 132.31 | +0.68% | 70.98K | +3.82% | 8.13M | 103.24 | 0.47% |
| 50 | VOT | Vanguard Mid-Ca... | 273.00 | +0.13% | 31.38K | +200.70% | 7.96M | 240.13 | 0.46% |
| 51 | DLS | WisdomTree Inte... | 74.33 | +0.68% | 125.97K | +0.71% | 7.93M | 62.89 | 0.46% |
| 52 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 16.89K | +0.37% | 7.66M | 294.76 | 0.45% |
| 53 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 86.54K | +24.13% | 7.56M | 96.76 | 0.44% |
| 54 | APO | Apollo Global M... | 138.19 | +0.12% | 42.06K | +1.14K% | 6.95M | 158.35 | 0.40% |
| 55 | SPMB | SPDR Portfolio ... | 21.89 | +0.34% | 320.73K | -7.27% | 6.91M | 21.36 | 0.40% |
| 56 | IGIB | iShares 5-10 Ye... | 52.63 | +0.35% | 126.79K | +1.32% | 6.53M | 50.24 | 0.38% |
| 57 | GS | The Goldman Sac... | 625.32 | +0.18% | 10.9K | -2.51% | 6.24M | 263.74 | 0.36% |
| 58 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 70.85K | +6.27% | 5.81M | 82.09 | 0.34% |
| 59 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 16.81K | -20.7% | 5.62M | 175.04 | 0.33% |
| 60 | MGK | Vanguard Mega C... | 354.19 | +0.22% | 16.32K | +54.70% | 5.6M | 254.19 | 0.33% |
| 61 | INDA | iShares MSCI In... | 54.77 | -1% | 102.01K | -0.91% | 5.37M | 38.66 | 0.31% |
| 62 | VEA | Vanguard Develo... | 56.86 | +0.78% | 111.25K | +0.48% | 5.32M | 37.75 | 0.31% |
| 63 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 30.56K | -6.15% | 5.09M | 60.71 | 0.30% |
| 64 | KSA | iShares MSCI Sa... | 38.08 | -1% | 124.19K | -2.65% | 5.07M | 27.89 | 0.30% |
| 65 | WMT | Walmart Inc. | 94.83 | -1.01% | 55.75K | +1.21% | 5.04M | 32.71 | 0.29% |
| 66 | V | Visa Inc. | 371.03 | -0.61% | 15.82K | +1.61% | 5M | 129.94 | 0.29% |
| 67 | VGIT | Vanguard Interm... | 59.21 | +0.29% | 83.88K | +4.82% | 4.87M | 58.98 | 0.28% |
| 68 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 43.62K | -1.2% | 4.69M | 85.24 | 0.27% |
| 69 | TBLA | Taboola.com Ltd... | 3.56 | -0.42% | 1.25M | 0.00% | 4.58M | 3.16 | 0.27% |
| 70 | MA | Mastercard Inco... | 588.62 | -0.36% | 8.65K | +1.77% | 4.55M | 194.61 | 0.27% |
| 71 | HD | The Home Depot,... | 362.78 | +0.64% | 11.48K | +0.67% | 4.46M | 165.92 | 0.26% |
| 72 | PG | The Procter & G... | 163.05 | +0.58% | 26.39K | -1.33% | 4.42M | 97.7 | 0.26% |
| 73 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 30.21K | -0.3% | 4.37M | 127.38 | 0.25% |
| 74 | AVDV | Avantis Interna... | 79.34 | +0.91% | 66.17K | -16.12% | 4.31M | 58.97 | 0.25% |
| 75 | USIG | iShares Broad U... | 50.95 | +0.42% | 83.63K | -0.76% | 4.2M | 52.02 | 0.24% |
| 76 | VB | Vanguard Small ... | 233.32 | -0.21% | 17.4K | +18.38% | 4.18M | 194.88 | 0.24% |
| 77 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 23.35K | +0.26% | 4.15M | 99.17 | 0.24% |
| 78 | PFF | iShares Preferr... | 30.34 | -0.21% | 131.09K | +117.88% | 4.12M | 31.61 | 0.24% |
| 79 | MGV | Vanguard Mega C... | 129.57 | +0.49% | 30.8K | +9.11% | 3.85M | 101.63 | 0.22% |
| 80 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 54.31K | +2.12% | 3.81M | 45.48 | 0.22% |
| 81 | IYR | iShares U.S. Re... | 95.85 | +0.46% | 38.96K | +28.60% | 3.63M | 87.35 | 0.21% |
| 82 | IVOO | Vanguard S&P Mi... | 103.54 | +0.03% | 34.1K | +2.30% | 3.6M | 89.96 | 0.21% |
| 83 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 22.16K | +32.58% | 3.59M | 145.05 | 0.21% |
| 84 | VMBS | Vanguard Mortga... | 45.88 | +0.32% | 76.05K | -3.87% | 3.45M | 47.8 | 0.20% |
| 85 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 3.73K | +0.57% | 3.33M | 259.04 | 0.19% |
| 86 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 56.84K | +8.58% | 3.31M | 58.44 | 0.19% |
| 87 | BAC | Bank of America... | 44.56 | -0.37% | 74.08K | +0.53% | 3.26M | 22.95 | 0.19% |
| 88 | KO | The Coca-Cola C... | 72.20 | +0.18% | 51.62K | +0.79% | 3.21M | 48.61 | 0.19% |
| 89 | EWX | SPDR S&P Emergi... | 62.14 | +0.40% | 54.83K | 0.00% | 3.21M | 47.21 | 0.19% |
| 90 | IWB | iShares Russell... | 331.42 | +0.24% | 9.94K | +1.44% | 3.2M | 249.77 | 0.19% |
| 91 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 5.39K | +2.01% | 3.16M | 442.6 | 0.18% |
| 92 | CVX | Chevron Corpora... | 144.84 | +0.04% | 21.27K | -1.4% | 3.08M | 120.35 | 0.18% |
| 93 | VGT | Vanguard Inform... | 633.52 | +0.68% | 4.93K | +1.04% | 3.07M | 352.17 | 0.18% |
| 94 | IEV | iShares Europe ... | 64.51 | +0.95% | 57.53K | -0.04% | 2.99M | 53.82 | 0.17% |
| 95 | VCLT | Vanguard Long-T... | 75.00 | +0.95% | 39.52K | -39.3% | 2.96M | 84.83 | 0.17% |
| 96 | EWT | iShares MSCI Ta... | 56.66 | +1.50% | 56.75K | +2.67% | 2.94M | 43.83 | 0.17% |
| 97 | MCD | McDonald's Corp... | 302.86 | +0.38% | 9.89K | +1.52% | 2.87M | 161.69 | 0.17% |
| 98 | KKR | KKR & Co. Inc. | 125.25 | -0.6% | 19.03K | -22.45% | 2.81M | 54.42 | 0.16% |
| 99 | IWN | iShares Russell... | 156.01 | -0.4% | 17.12K | +100.00% | 2.81M | 164.17 | 0.16% |
| 100 | MRK | Merck & Co., In... | 81.73 | +1.75% | 27.77K | -1.28% | 2.76M | 66.21 | 0.16% |
| 101 | INTU | Intuit Inc. | 765.48 | +0.10% | 4.35K | +0.21% | 2.73M | 329.36 | 0.16% |
| 102 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 44.87K | +1.82% | 2.66M | 33.14 | 0.15% |
| 103 | IGLB | iShares 10+ Yea... | 49.63 | +0.89% | 53.2K | +9.32% | 2.63M | 49.76 | 0.15% |
| 104 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 48.36K | +9.61% | 2.5M | 50.54 | 0.15% |
| 105 | BKNG | Booking Holding... | 5456.99 | -0.17% | 500 | +1.01% | 2.48M | 2298.36 | 0.14% |
| 106 | TTD | The Trade Desk,... | 70.56 | -2.5% | 20.83K | -8.33% | 2.45M | 60.97 | 0.14% |
| 107 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 15.1K | +1.25% | 2.32M | 96.81 | 0.14% |
| 108 | ACN | Accenture plc | 317.94 | -0.4% | 6.51K | +0.05% | 2.29M | 176.27 | 0.13% |
| 109 | LOW | Lowe's Companie... | 223.28 | +0.76% | 9.14K | +0.02% | 2.26M | 113.56 | 0.13% |
| 110 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 6.16K | +0.74% | 2.24M | 139.36 | 0.13% |
| 111 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 11.25K | -0.5% | 2.22M | 40.59 | 0.13% |
| 112 | LMT | Lockheed Martin... | 468.85 | +2.68% | 4.54K | +0.26% | 2.21M | 318.68 | 0.13% |
| 113 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 2.13K | +100.00% | 2.19M | 1025.11 | 0.13% |
| 114 | NVO | Novo Nordisk A/... | 81.03 | +2.93% | 25.31K | -0.64% | 2.18M | 33.23 | 0.13% |
| 115 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 13.65K | -1.67% | 2.08M | 120.99 | 0.12% |
| 116 | MS | Morgan Stanley | 131.82 | +0.01% | 16.46K | -3.56% | 2.07M | 65.46 | 0.12% |
| 117 | TXN | Texas Instrumen... | 199.58 | -0.06% | 11.01K | +3.11% | 2.07M | 104.85 | 0.12% |
| 118 | IBM | International B... | 280.79 | -0.26% | 9.37K | +2.11% | 2.06M | 150.13 | 0.12% |
| 119 | PM | Philip Morris I... | 183.84 | +0.25% | 16.75K | -0.85% | 2.02M | 89.32 | 0.12% |
| 120 | TJX | The TJX Compani... | 124.31 | -0.18% | 16.53K | +0.61% | 2M | 53.55 | 0.12% |
| 121 | AXP | American Expres... | 298.02 | -0.36% | 6.66K | -0.14% | 1.98M | 113.18 | 0.12% |
| 122 | HON | Honeywell Inter... | 225.98 | +0.07% | 8.66K | +4.18% | 1.96M | 148.5 | 0.11% |
| 123 | MUB | iShares Nationa... | 104.10 | +0.45% | 18.29K | 0.00% | 1.95M | 103.04 | 0.11% |
| 124 | DIS | The Walt Disney... | 118.50 | -0.85% | 17.08K | -0.22% | 1.9M | 97.65 | 0.11% |
| 125 | TM | Toyota Motor Co... | 181.91 | -0.38% | 9.72K | +2.89% | 1.89M | 143.45 | 0.11% |
| 126 | ABT | Abbott Laborato... | 136.36 | +0.80% | 15.88K | +3.51% | 1.8M | 70.06 | 0.10% |
| 127 | AMGN | Amgen Inc. | 297.25 | +1.86% | 6.7K | +0.66% | 1.75M | 184 | 0.10% |
| 128 | ADP | Automatic Data ... | 309.72 | -0.85% | 5.93K | +1.04% | 1.74M | 147.86 | 0.10% |
| 129 | RTX | RTX Corporation | 141.01 | -0.56% | 14.67K | +0.97% | 1.7M | 77.21 | 0.10% |
| 130 | NVS | Novartis AG | 120.68 | +2.21% | 17.31K | -1.42% | 1.68M | 74.54 | 0.10% |
| 131 | PLD | Prologis, Inc. | 108.31 | -0.18% | 15.84K | -1.8% | 1.67M | 93.56 | 0.10% |
| 132 | ETN | Eaton Corporati... | 329.93 | +1.30% | 5.03K | -0.94% | 1.67M | 122.47 | 0.10% |
| 133 | ADBE | Adobe Inc. | 414.08 | +0.30% | 3.72K | -6.06% | 1.65M | 239.32 | 0.10% |
| 134 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 3.16K | +0.76% | 1.65M | 247.06 | 0.10% |
| 135 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 6.08K | +4.72% | 1.6M | 219.31 | 0.09% |
| 136 | TMUS | T-Mobile US, In... | 228.62 | -1% | 7.25K | +3.14% | 1.6M | 93.32 | 0.09% |
| 137 | NEE | NextEra Energy,... | 73.84 | +1.15% | 22.15K | -0.18% | 1.59M | 49.26 | 0.09% |
| 138 | NOW | ServiceNow, Inc... | 1006.03 | +0.17% | 1.48K | +1.51% | 1.57M | 350.74 | 0.09% |
| 139 | NOC | Northrop Grumma... | 497.08 | +1.76% | 3.29K | +0.24% | 1.54M | 219.1 | 0.09% |
| 140 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 2.94K | +0.51% | 1.53M | 116.47 | 0.09% |
| 141 | SPGI | S&P Global Inc. | 505.77 | -1.6% | 3.04K | -4.74% | 1.51M | 251.77 | 0.09% |
| 142 | PGR | The Progressive... | 268.24 | +1.91% | 6.25K | -4.37% | 1.5M | 71.51 | 0.09% |
| 143 | SHEL | Shell plc | 71.41 | +0.55% | 23.42K | -1.56% | 1.47M | 57.65 | 0.09% |
| 144 | SYK | Stryker Corpora... | 380.13 | -0.25% | 4.02K | +1.41% | 1.45M | 187.11 | 0.08% |
| 145 | SAP | SAP SE | 301.98 | +0.93% | 5.83K | -0.43% | 1.44M | 110.63 | 0.08% |
| 146 | COP | ConocoPhillips | 94.64 | +1.38% | 14.47K | +11.91% | 1.43M | 73.84 | 0.08% |
| 147 | CMCSA | Comcast Corpora... | 35.26 | +0.20% | 37.33K | +0.18% | 1.4M | 35.17 | 0.08% |
| 148 | DHR | Danaher Corpora... | 204.74 | +0.01% | 6.03K | -1.84% | 1.38M | 102.4 | 0.08% |
| 149 | WM | Waste Managemen... | 236.91 | +1.12% | 6.77K | +0.67% | 1.37M | 74.11 | 0.08% |
| 150 | MMC | Marsh & McLenna... | 219.30 | +0.93% | 6.35K | +0.67% | 1.35M | 105.31 | 0.08% |