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Checchi Capital Advisers, LLC

Portfolio Manager
Checchi Capital Advisers, LLC
Performance
-3.39% (2026 Q1)
AUM (13F)
$1.98B
# of Holdings
598
Performance Rank
Allocation (Top 20)
34.12%

Checchi Capital Advisers, LLC Holdings Map

Top 50 Checchi Capital Advisers, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
2.75%158.0K$40.1M
-2.48%(-4.01K)
2025-Q1: 191.3K shares2025-Q2: 178.3K shares2025-Q3: 163.4K shares2025-Q4: 162.0K shares2026-Q1: 158.0K shares
$86.33(+246.21%)
2026-03-31
EEM
ISHARES TR
2.65%678.7K$38.5M
-4.96%(-35.39K)
2025-Q1: 403.5K shares2025-Q2: 999.2K shares2025-Q3: 360.3K shares2025-Q4: 714.1K shares2026-Q1: 678.7K shares
$49.21(+36.58%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.25%188.1K$32.8M
+5.38%(+9.61K)
2025-Q1: 226.0K shares2025-Q2: 210.4K shares2025-Q3: 184.2K shares2025-Q4: 178.5K shares2026-Q1: 188.1K shares
$18.10(+1147.82%)
2026-03-31
BWX
SPDR SERIES TRUST
2.16%1.43M$31.5M
-6.43%(-98.52K)
2025-Q1: 1.61M shares2025-Q2: 1.63M shares2025-Q3: 1.67M shares2025-Q4: 1.53M shares2026-Q1: 1.43M shares
$23.13(-4.41%)
2026-03-31
MSFT
MICROSOFT CORP
2.04%80.3K$29.7M
+3.50%(+2.71K)
2025-Q1: 89.4K shares2025-Q2: 87.4K shares2025-Q3: 80.6K shares2025-Q4: 77.6K shares2026-Q1: 80.3K shares
$131.95(+207.09%)
2026-03-31
JNK
SPDR SERIES TRUST
1.95%296.1K$28.3M
+5.57%(+15.62K)
2025-Q1: 241.3K shares2025-Q2: 243.6K shares2025-Q3: 271.8K shares2025-Q4: 280.5K shares2026-Q1: 296.1K shares
$97.25(-1.10%)
2026-03-31
IAU
ISHARES GOLD TR
1.92%316.9K$27.9M
-11.58%(-41.52K)
2025-Q1: 437.8K shares2025-Q2: 375.2K shares2025-Q3: 414.8K shares2025-Q4: 358.4K shares2026-Q1: 316.9K shares
$38.51(+128.99%)
2026-03-31
VGLT
VANGUARD SCOTTSDALE FDS
1.69%444.8K$24.6M
+8.77%(+35.87K)
2025-Q1: 245.5K shares2025-Q2: 300.9K shares2025-Q3: 370.1K shares2025-Q4: 408.9K shares2026-Q1: 444.8K shares
$61.77(-12.12%)
2026-03-31
IGOV
ISHARES TR
1.66%588.2K$24.1M
-4.74%(-29.29K)
2025-Q1: 609.3K shares2025-Q2: 576.0K shares2025-Q3: 576.1K shares2025-Q4: 617.4K shares2026-Q1: 588.2K shares
$45.74(-8.74%)
2026-03-31
LEMB
ISHARES INC
1.57%561.4K$22.9M
-8.95%(-55.17K)
2025-Q1: 643.9K shares2025-Q2: 628.0K shares2025-Q3: 620.3K shares2025-Q4: 616.6K shares2026-Q1: 561.4K shares
$38.29(+9.47%)
2026-03-31

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