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, CA
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 577 $1.28B +$73.4M -$77.6M -$4.24M VUG, MSFT, AAPL, BWX, IGOV 13F-HR 4/25/2024, 12:08 PM
Q4 2023 550 $1.23B +$135M -$83.2M +$51.8M VUG, AAPL, MSFT, BWX, IGOV 13F-HR 2/7/2024, 05:27 PM
Q3 2023 527 $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 -$60.1M +$47M BWX, VUG, AAPL, MSFT, ZIP 13F-HR 8/9/2023, 06:37 PM
Q1 2023 561 $1.03B +$80.3M -$54.8M +$25.5M BWX, AAPL, ZIP, MSFT, IGOV 13F-HR 5/5/2023, 05:57 PM
Q4 2022 543 $962M +$121M -$130M -$9.26M BWX, ZIP, IGOV, AAPL, MSFT 13F-HR 2/10/2023, 04:41 PM
Q3 2022 545 $915M +$174M -$157M +$17.3M BWX, ZIP, AAPL, IGOV, MSFT 13F-HR 11/9/2022, 04:54 PM
Q2 2022 580 $962M +$224M -$110M +$114M IGOV, AAPL, BWX, ZIP, EMLC 13F-HR 8/11/2022, 04:48 PM
Q1 2022 548 $972M +$159M -$45.6M +$114M IGOV, ZIP, AAPL, BWX, MSFT 13F-HR 5/6/2022, 07:48 PM
Q4 2021 537 $906M +$109M -$49M +$60.1M IGOV, AAPL, MSFT, VUG, BWX 13F-HR 2/8/2022, 05:52 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 512 $736M +$68.1M -$36.7M +$31.5M IGOV, BWX, AAPL, MSFT, GLD 13F-HR 5/7/2021, 07:03 PM
Q4 2020 482 $693M +$102M -$34.4M +$67.5M IGOV, BWX, AAPL, MSFT, EEM 13F-HR 2/12/2021, 05:06 PM
Q3 2020 447 $572M +$53.4M -$22M +$31.5M IGOV, BWX, AAPL, MSFT, AMZN 13F-HR 11/9/2020, 08:43 PM
Q2 2020 450 $526M +$45.5M -$47M -$1.46M IGOV, BWX, AAPL, MSFT, MBB 13F-HR 8/12/2020, 04:49 PM
Q1 2020 386 $466M +$71.4M -$47.6M +$23.8M IGOV, BWX, MBB, AAPL, MSFT 13F-HR 5/7/2020, 03:49 PM
Q4 2019 444 $518M +$32.5M -$20.2M +$12.2M BWX, IGOV, AAPL, MSFT, WFC 13F-HR 2/6/2020, 06:58 PM
Q3 2019 423 $479M +$20.4M -$28.8M -$8.45M BWX, IGOV, WFC, AAPL, MBB 13F-HR 11/6/2019, 04:40 PM
Q2 2019 419 $484M +$37.9M -$22M +$15.9M BWX, IGOV, WFC, MSFT, MBB 13F-HR 8/6/2019, 09:31 AM
Q1 2019 415 $455M +$36.8M -$34.7M +$2.11M BWX, IGOV, MBB, WFC, AAPL 13F-HR 5/8/2019, 08:46 PM
Q4 2018 365 $419M +$55.5M -$80.1M -$24.6M BWX, IGOV, MBB, WFC, EMLC 13F-HR 2/6/2019, 09:57 PM
Q3 2018 442 $488M +$44.5M -$5.41M +$39.1M BWX, IGOV, MBB, AAPL, MSFT 13F-HR 10/29/2018, 05:10 PM
Q2 2018 398 $431M +$35.7M -$21.3M +$14.4M BWX, IGOV, MBB, AAPL, MSFT 13F-HR 8/6/2018, 04:52 PM
Q1 2018 391 $417M +$28.6M -$19.4M +$9.14M BWX, IGOV, MBB, AAPL, MSFT 13F-HR 5/1/2018, 08:31 AM
Q4 2017 406 $410M +$51.1M -$32.6M +$18.5M BWX, IGOV, MBB, AAPL, MSFT 13F-HR 2/2/2018, 05:07 PM
Q3 2017 376 $376M +$38.6M -$20.6M +$17.9M BWX, IGOV, MBB, IBND, PICB 13F-HR 11/2/2017, 07:47 AM
Q2 2017 368 $353M +$16.5M -$39.3M -$22.8M BWX, IGOV, MBB, AAPL, SCZ 13F-HR 8/3/2017, 09:06 AM
Q1 2017 394 $366M +$29.8M -$26.4M +$3.47M BWX, IGOV, MBB, AAPL, EEM 13F-HR 5/3/2017, 11:40 AM
Q4 2016 379 $346M +$28.9M -$20.1M +$8.84M BWX, IGOV, MBB, AAPL, MSFT 13F-HR 1/25/2017, 11:46 AM
Q3 2016 380 $341M +$31.7M -$81.5M -$49.8M BWX, IGOV, MBB, IBND, AAPL 13F-HR 11/10/2016, 03:12 PM
Q2 2016 1,568 $399M +$45M -$26.1M +$18.9M BWX, IGOV, MBB, IBND, AAPL 13F-HR 7/21/2016, 12:52 PM
Q1 2016 1,583 $374M +$88M -$22.7M +$65.3M BWX, IGOV, MBB, IBND, AAPL 13F-HR 5/2/2016, 01:27 PM
Q4 2015 358 $305M +$30.2M -$40.2M -$9.97M BWX, IGOV, MBB, AAPL, IBND 13F-HR 2/2/2016, 08:49 PM
Q3 2015 339 $308M +$40.2M -$21M +$19.2M BWX, IGOV, MBB, IBND, AAPL 13F-HR 10/23/2015, 02:57 PM
Q2 2015 364 $308M +$29.1M -$13M +$16.1M BWX, MBB, IGOV, AAPL, IBND 13F-HR 8/4/2015, 04:42 PM
Q1 2015 353 $294M +$37.3M -$7M +$30.3M BWX, MBB, IGOV, AAPL, IBND 13F-HR 5/7/2015, 11:26 AM
Q4 2014 323 $265M +$41.1M -$18.4M +$22.7M BWX, MBB, IGOV, IBND, AAPL 13F-HR 1/26/2015, 07:39 AM
Q3 2014 278 $243M +$34.6M -$6.07M +$28.6M BWX, MBB, IGOV, EEM, IBND 13F-HR 10/23/2014, 02:07 PM
Q2 2014 252 $219M +$56.6M -$2.97M +$53.7M BWX, MBB, IGOV, EEM, IBND 13F-HR 8/5/2014, 08:59 PM
Q1 2014 192 $163M +$36M -$2.13M +$33.9M BWX, MBB, IGOV, IBND, SCZ 13F-HR 5/6/2014, 07:55 AM
Q4 2013 151 $128M $0 $0 BWX, MBB, IGOV, IBND, EFG 13F-HR 1/27/2014, 09:20 PM