Checchi Capital Advisers, LLC

data from 30/09/2025

Capitalization

$ 1.924 B 7.59 %

Average holding period

26 ans

Performance

$ 1.138 B 105.63 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Checchi Capital Advisers, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 QQQ INVESCO QQQ TR 14.14% 272.088 M $ 453200 2020/09/30 15.326 M $ 8.83 %
2025/09/30 SPY SPDR S&P 500 ETF TR 8.87% 170.742 M $ 256300 2016/06/30 12.633 M $ 7.82 %
2025/09/30 VUG VANGUARD INDEX FDS 3.39% 65.263 M $ 136076 2019/06/30 402.910 K $ 9.40 %
2025/09/30 MSFT MICROSOFT CORP 2.17% 41.728 M $ 80564 2013/12/31 1.795 M $ 4.13 %
2025/09/30 AAPL APPLE INC 2.16% 41.597 M $ 163361 2013/12/31 8.817 M $ 24.11 %
2025/09/30 BWX SPDR SERIES TRUST 2.00% 38.475 M $ 1672822 2013/12/31 -797.490 K $ -2.09 %
2025/09/30 NVDA NVIDIA CORPORATION 1.79% 34.363 M $ 184175 2016/03/31 6.015 M $ 18.10 %
2025/09/30 IAU ISHARES GOLD TR 1.57% 30.183 M $ 414770 2022/09/30 3.906 M $ 16.69 %
2025/09/30 JNK SPDR SERIES TRUST 1.38% 26.630 M $ 271759 2019/09/30 175.416 K $ 0.74 %
2025/09/30 LEMB ISHARES INC 1.33% 25.563 M $ 620318 2014/12/31 514.991 K $ 2.03 %
2025/09/30 IGOV ISHARES TR 1.28% 24.541 M $ 576073 2013/12/31 -288.013 K $ -1.16 %
2025/09/30 EFA ISHARES TR 1.26% 24.239 M $ 259600 2013/12/31 780.876 K $ 4.45 %
2025/09/30 IBND SPDR SERIES TRUST 1.17% 22.546 M $ 698228 2013/12/31 -194.725 K $ -0.92 %
2025/09/30 EMB ISHARES TR 1.16% 22.364 M $ 234941 2013/12/31 594.893 K $ 2.77 %
2025/09/30 GLD SPDR GOLD TR 1.10% 21.125 M $ 59429 2017/09/30 3.078 M $ 16.61 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 1.09% 21.042 M $ 370069 2019/09/30 222.674 K $ 1.32 %
2025/09/30 PICB INVESCO EXCH TRADED FD TR II 1.07% 20.516 M $ 860917 2018/06/30 -297.683 K $ -1.45 %
2025/09/30 EMLC VANECK ETF TRUST 1.06% 20.339 M $ 797290 2018/12/31 120.011 K $ 0.63 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 1.03% 19.786 M $ 365185 2013/12/31 1.711 M $ 9.54 %
2025/09/30 EEM ISHARES TR 1.00% 19.242 M $ 360342 2013/12/31 5.156 M $ 10.70 %
2025/09/30 SPTL SPDR SERIES TRUST 1.00% 19.155 M $ 710755 2023/12/31 270.524 K $ 1.39 %
2025/09/30 EFV ISHARES TR 0.98% 18.814 M $ 277366 2013/12/31 1.206 M $ 6.85 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 0.97% 18.612 M $ 278209 2022/09/30 400.374 K $ 2.37 %
2025/09/30 PGX INVESCO EXCH TRADED FD TR II 0.94% 17.991 M $ 1550907 2020/06/30 684.815 K $ 4.22 %
2025/09/30 BWZ SPDR SERIES TRUST 0.88% 16.875 M $ 606588 2020/09/30 -143.208 K $ -0.89 %
2025/09/30 TSLA TESLA INC 0.80% 15.402 M $ 34634 2015/06/30 5.390 M $ 40.00 %
2025/09/30 AMZN AMAZON COM INC 0.79% 15.225 M $ 69342 2013/12/31 14.216 K $ 0.08 %
2025/09/30 AMLP ALPS ETF TR 0.78% 14.975 M $ 319099 2021/06/30 -542.816 K $ -3.95 %
2025/09/30 EEMS ISHARES INC 0.77% 14.874 M $ 219032 2013/12/31 841.288 K $ 4.72 %
2025/09/30 SCZ ISHARES TR 0.76% 14.659 M $ 191068 2013/12/31 778.960 K $ 5.56 %
2025/09/30 VBR VANGUARD INDEX FDS 0.76% 14.535 M $ 69640 2014/03/31 760.459 K $ 7.03 %
2025/09/30 ISHG ISHARES TR 0.74% 14.328 M $ 188079 2021/09/30 -73.275 K $ -0.50 %
2025/09/30 HYG ISHARES TR 0.73% 13.978 M $ 172168 2022/09/30 94.481 K $ 0.67 %
2025/09/30 MBB ISHARES TR 0.72% 13.872 M $ 145791 2013/12/31 176.373 K $ 1.34 %
2025/09/30 EFG ISHARES TR 0.68% 13.040 M $ 114510 2013/12/31 219.444 K $ 1.68 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.67% 12.898 M $ 153350 2013/12/31 172.525 K $ 1.44 %
2025/09/30 AVGO BROADCOM INC 0.66% 12.663 M $ 38383 2018/06/30 2.299 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 0.58% 11.090 M $ 15102 2014/06/30 -64.487 K $ -0.50 %
2025/09/30 GOOG ALPHABET INC 0.57% 10.903 M $ 44765 2015/12/31 3.304 M $ 37.30 %
2025/09/30 EFA ISHARES TR 0.56% 10.796 M $ 115622 2013/12/31 466.885 K $ 4.45 %
2025/09/30 IEMG ISHARES INC 0.56% 10.770 M $ 163375 2013/12/31 907.749 K $ 9.81 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.55% 10.619 M $ 132854 2013/12/31 54.920 K $ 0.54 %
2025/09/30 GOOGL ALPHABET INC 0.55% 10.535 M $ 43334 2015/12/31 3.284 M $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.50% 9.616 M $ 30486 2013/12/31 830.650 K $ 8.80 %
2025/09/30 AVDV AMERICAN CENTY ETF TR 0.50% 9.566 M $ 107449 2022/06/30 1.055 M $ 12.30 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.49% 9.407 M $ 102896 2020/09/30 214.158 K $ 2.65 %
2025/09/30 VSS VANGUARD INTL EQUITY INDEX F 0.46% 8.862 M $ 62170 2013/12/31 523.823 K $ 6.07 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.45% 8.623 M $ 9316 2014/06/30 -624.450 K $ -6.50 %
2025/09/30 DGS WISDOMTREE TR 0.45% 8.610 M $ 150794 2022/06/30 286.598 K $ 3.37 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.43% 8.217 M $ 16344 2013/12/31 321.123 K $ 3.49 %
2025/09/30 ORCL ORACLE CORP 0.42% 8.105 M $ 28818 2013/12/31 1.938 M $ 28.64 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.42% 8.016 M $ 10066 2013/12/31 919.136 K $ 12.52 %
2025/09/30 VBK VANGUARD INDEX FDS 0.40% 7.705 M $ 25889 2014/03/31 56.146 K $ 7.47 %
2025/09/30 TLT ISHARES TR 0.40% 7.659 M $ 85700 2013/12/31 96.788 K $ 1.27 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.39% 7.523 M $ 11293 2016/06/30 546.515 K $ 7.82 %
2025/09/30 LLY ELI LILLY & CO 0.39% 7.516 M $ 9851 2013/12/31 -176.143 K $ -2.12 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.39% 7.448 M $ 21571 2014/03/31 760.457 K $ 10.68 %
2025/09/30 IEI ISHARES TR 0.38% 7.396 M $ 61883 2013/12/31 26.759 K $ 0.35 %
2025/09/30 INDA ISHARES TR 0.35% 6.694 M $ 128589 2015/03/31 -472.181 K $ -6.50 %
2025/09/30 SPMB SPDR SERIES TRUST 0.35% 6.645 M $ 296132 2013/12/31 101.271 K $ 1.54 %
2025/09/30 IWN ISHARES TR 0.33% 6.427 M $ 36349 2024/12/31 199.624 K $ 12.08 %
2025/09/30 DLS WISDOMTREE TR 0.32% 6.225 M $ 78291 2022/06/30 405.222 K $ 5.86 %
2025/09/30 EWJ ISHARES INC 0.31% 6.029 M $ 75168 2025/03/31 0.000 $ 0.00 %
2025/09/30 MGK VANGUARD WORLD FD 0.31% 5.901 M $ 14663 2013/12/31 344.483 K $ 9.90 %
2025/09/30 WMT WALMART INC 0.30% 5.807 M $ 56348 2013/12/31 315.189 K $ 5.40 %
2025/09/30 IGIB ISHARES TR 0.30% 5.709 M $ 105538 2022/06/30 85.181 K $ 1.50 %
2025/09/30 SHY ISHARES TR 0.29% 5.665 M $ 68289 2013/12/31 7.062 K $ 0.12 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.29% 5.513 M $ 92000 2015/03/31 282.875 K $ 5.10 %
2025/09/30 IVOO VANGUARD ADMIRAL FDS INC 0.28% 5.479 M $ 49635 2023/09/30 237.659 K $ 5.14 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.27% 5.178 M $ 27928 2013/12/31 973.860 K $ 21.39 %
2025/09/30 KSA ISHARES TR 0.27% 5.149 M $ 126890 2020/03/31 272.109 K $ 5.29 %
2025/09/30 V VISA INC 0.26% 5.003 M $ 14656 2013/12/31 -220.292 K $ -3.85 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.25% 4.800 M $ 79953 2020/09/30 17.319 K $ 0.37 %
2025/09/30 IWB ISHARES TR 0.25% 4.727 M $ 12932 2023/03/31 304.442 K $ 7.63 %
2025/09/30 ABBV ABBVIE INC 0.24% 4.601 M $ 19871 2013/12/31 980.621 K $ 24.74 %
2025/09/30 EWT ISHARES INC 0.24% 4.569 M $ 71816 2016/12/31 446.085 K $ 10.84 %
2025/09/30 MA MASTERCARD INCORPORATED 0.24% 4.525 M $ 7955 2013/12/31 60.483 K $ 1.22 %
2025/09/30 XOM EXXON MOBIL CORP 0.23% 4.347 M $ 38558 2013/12/31 210.310 K $ 4.59 %
2025/09/30 PFF ISHARES TR 0.22% 4.300 M $ 135985 2019/09/30 120.308 K $ 3.06 %
2025/09/30 WFC WELLS FARGO CO NEW 0.22% 4.282 M $ 51087 2013/12/31 195.152 K $ 4.62 %
2025/09/30 HD HOME DEPOT INC 0.22% 4.143 M $ 10225 2013/12/31 432.453 K $ 10.51 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.21% 4.039 M $ 30307 2023/06/30 -265.292 K $ -6.06 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 0.21% 4.020 M $ 85604 2015/12/31 50.445 K $ 1.34 %
2025/09/30 USIG ISHARES TR 0.20% 3.922 M $ 75108 2013/12/31 60.035 K $ 1.52 %
2025/09/30 MGV VANGUARD WORLD FD 0.20% 3.902 M $ 28329 2013/12/31 188.260 K $ 4.98 %
2025/09/30 EWX SPDR INDEX SHS FDS 0.20% 3.850 M $ 57213 2014/12/31 328.981 K $ 8.48 %
2025/09/30 NFLX NETFLIX INC 0.20% 3.826 M $ 3192 2015/09/30 -528.030 K $ -10.47 %
2025/09/30 VB VANGUARD INDEX FDS 0.20% 3.809 M $ 14981 2013/12/31 265.382 K $ 7.30 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.19% 3.665 M $ 23854 2013/12/31 -150.714 K $ -3.56 %
2025/09/30 BAC BANK AMERICA CORP 0.19% 3.631 M $ 70391 2013/12/31 324.686 K $ 9.02 %
2025/09/30 CRM SALESFORCE INC 0.19% 3.589 M $ 15143 2014/12/31 -583.817 K $ -13.09 %
2025/09/30 IEV ISHARES TR 0.19% 3.563 M $ 54413 2020/06/30 895.860 K $ 3.53 %
2025/09/30 CVX CHEVRON CORP NEW 0.18% 3.374 M $ 21729 2013/12/31 254.777 K $ 8.45 %
2025/09/30 VOT VANGUARD INDEX FDS 0.17% 3.200 M $ 10893 2013/12/31 249.993 K $ 3.31 %
2025/09/30 VCLT VANGUARD SCOTTSDALE FDS 0.17% 3.194 M $ 41133 2013/12/31 49.140 K $ 2.31 %
2025/09/30 KO COCA COLA CO 0.17% 3.175 M $ 47869 2013/12/31 -232.304 K $ -6.26 %
2025/09/30 VGT VANGUARD WORLD FD 0.16% 3.040 M $ 4071 2022/06/30 337.650 K $ 12.57 %
2025/09/30 IGLB ISHARES TR 0.15% 2.981 M $ 57841 2022/12/31 76.928 K $ 2.65 %
2025/09/30 CSCO CISCO SYS INC 0.14% 2.771 M $ 40503 2013/12/31 -41.880 K $ -1.38 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.14% 2.770 M $ 9920 2013/12/31 576.840 K $ 23.31 %