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Asset Manager ← All Institutions

Checchi Capital Advisers, LLC

9720 WILSHIRE BLVD, 4TH FLOOR, BEVERLY HILLS, CA 90212 • 3104320010

Q4 2025 · Filed 2026-01-27
Market Value
$1.5B
+1.0%
Holdings
561
-19
New Purchases
19
Added To
154
Closed
24
Reduced
345
Top 10 Concentration
24.6%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EEM 2.67% 1.33% +1.34% $39M
PSK 0.41% 0.00% +0.41% $6M
VWO 1.68% 1.36% +0.32% $25M
APLD 0.33% 0.03% +0.30% $5M
LLY 0.71% 0.52% +0.19% $10M
GOOG 0.93% 0.75% +0.18% $14M
GOOGL 0.90% 0.73% +0.17% $13M
TLT 0.68% 0.53% +0.16% $10M
IEMG 0.89% 0.74% +0.15% $13M
MUB 0.28% 0.14% +0.14% $4M
AAPL 3.00% 2.87% +0.14% $44M
VGLT 1.56% 1.45% +0.11% $23M
MLPA 0.10% 0.00% +0.10% $2M
TLH 0.13% 0.05% +0.08% $2M
AVDV 0.73% 0.66% +0.07% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VBK 0.09% 0.53% -0.45% $1M
EWJ 0.00% 0.42% -0.42% $0
MSFT 2.56% 2.88% -0.31% $38M
IWN 0.14% 0.44% -0.31% $2M
BWX 2.36% 2.65% -0.30% $35M
PGX 1.03% 1.24% -0.21% $15M
ORCL 0.36% 0.56% -0.20% $5M
EEMS 0.84% 1.02% -0.19% $12M
PFF 0.14% 0.30% -0.16% $2M
SCJ 0.00% 0.13% -0.13% $0
VUG 4.38% 4.50% -0.12% $64M
VBR 0.89% 1.00% -0.11% $13M
NVDA 2.27% 2.37% -0.10% $33M
META 0.67% 0.76% -0.09% $10M
IAU 1.98% 2.08% -0.09% $29M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 64.2%
Technology 12.5%
Healthcare 4.1%
Consumer Cyclical 4.1%
Industrials 3.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $456M 31.1%
Large Cap 437 $676M 46.1%
Mid Cap 26 $129M 8.8%
Small Cap 19 $205M 14.0%
Micro Cap 3 $495K 0.0%

Portfolio Analytics

Avg Market Cap
$159.1B
Median Market Cap
$57.5B
Avg P/E
32.6
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
450
# ETFs / Funds
111

Top Holdings (561 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUG 4.38% 131,460 $64M $487.86 -$1M -4,616 -3.4%
2 AAPL 3.00% 161,991 $44M $271.86 $2M -1,370 -0.8%
3 EEM 2.67% 714,098 $39M $54.71 $20M +353,756 +98.2%
4 MSFT 2.56% 77,614 $38M $483.62 -$4M -2,950 -3.7%
5 BWX 2.36% 1,532,256 $35M $22.53 -$4M -140,566 -8.4%
6 NVDA 2.27% 178,459 $33M $186.50 -$1M -5,716 -3.1%
7 IAU 1.98% 358,431 $29M $81.17 -$1M -56,339 -13.6%
8 JNK 1.86% 280,465 $27M $97.21 $634K +8,706 +3.2%
9 IGOV 1.75% 617,443 $26M $41.66 $1M +41,370 +7.2%
10 LEMB 1.75% 616,576 $26M $41.57 $68K -3,742 -0.6%
11 VWO 1.68% 457,797 $25M $53.76 $5M +92,612 +25.4%
12 VGLT 1.56% 408,943 $23M $55.80 $2M +38,874 +10.5%
13 IBND 1.55% 705,423 $23M $32.11 $105K +7,195 +1.0%
14 EMB 1.52% 230,949 $22M $96.28 -$128K -3,992 -1.7%
15 PICB 1.43% 879,424 $21M $23.88 $485K +18,507 +2.1%
16 EMLC 1.40% 794,627 $21M $25.82 $178K -2,663 -0.3%
17 GLD 1.39% 51,492 $20M $396.31 -$718K -7,937 -13.4%
18 VWOB 1.36% 294,878 $20M $67.43 $1M +16,669 +6.0%
19 EFV 1.32% 271,956 $19M $71.41 $607K -5,410 -1.9%
20 SPTL 1.30% 718,922 $19M $26.47 -$125K +8,167 +1.1%
21 BWZ 1.11% 594,355 $16M $27.41 -$584K -12,233 -2.0%
22 AMZN 1.08% 68,711 $16M $230.82 $634K -631 -0.9%
23 TSLA 1.06% 34,621 $16M $449.72 $168K -13 -0.0%
24 PGX 1.03% 1,345,619 $15M $11.24 -$3M -205,288 -13.2%
25 AMLP 1.03% 320,098 $15M $47.02 $76K +999 +0.3%
26 SCZ 0.98% 184,372 $14M $77.53 -$364K -6,696 -3.5%
27 ISHG 0.97% 188,399 $14M $75.24 -$153K +320 +0.2%
28 MBB 0.94% 145,307 $14M $95.22 -$36K -484 -0.3%
29 HYG 0.94% 170,484 $14M $80.63 -$232K -1,684 -1.0%
30 GOOG 0.93% 43,568 $14M $313.80 $3M -1,197 -2.7%
31 VCIT 0.93% 161,947 $14M $83.75 $665K +8,597 +5.6%
32 GOOGL 0.90% 42,129 $13M $313.00 $3M -1,205 -2.8%
33 VBR 0.89% 61,834 $13M $211.79 -$1M -7,806 -11.2%
34 IEMG 0.89% 194,403 $13M $67.22 $2M +31,028 +19.0%
35 EFG 0.89% 114,480 $13M $113.92 $1K -30 -0.0%
36 AVGO 0.88% 37,099 $13M $346.10 $177K -1,284 -3.4%
37 EEMS 0.84% 182,126 $12M $67.48 -$3M -36,906 -16.9%
38 EFA 0.76% 115,365 $11M $96.03 $283K -257 -0.2%
39 AVDV 0.73% 114,501 $11M $93.97 $1M +7,052 +6.6%
40 VCSH 0.73% 134,584 $11M $79.73 $111K +1,730 +1.3%
41 LLY 0.71% 9,642 $10M $1,074.70 $3M -209 -2.1%
42 TLT 0.68% 115,134 $10M $87.16 $2M +29,434 +34.4%
43 META 0.67% 14,862 $10M $660.10 -$1M -240 -1.6%
44 DGS 0.66% 169,987 $10M $57.24 $1M +19,193 +12.7%
45 JPM 0.65% 29,404 $9M $322.22 -$142K -1,082 -3.5%
46 VNQ 0.63% 104,399 $9M $88.49 -$168K +1,503 +1.5%
47 VSS 0.62% 62,952 $9M $143.33 $161K +782 +1.3%
48 GS 0.59% 9,890 $9M $879.01 $677K -176 -1.8%
49 COST 0.52% 8,858 $8M $862.35 -$984K -458 -4.9%
50 BRK-B 0.52% 15,068 $8M $502.63 -$643K -1,276 -7.8%
51 SPY 0.51% 11,000 $8M $681.91 -$22K -293 -2.6%
52 IEI 0.50% 61,419 $7M $119.35 -$65K -464 -0.8%
53 UNH 0.47% 20,678 $7M $330.10 -$622K -893 -4.1%
54 INDA 0.46% 125,608 $7M $54.05 $95K -2,981 -2.3%
55 SPMB 0.45% 293,126 $7M $22.41 -$75K -3,006 -1.0%
56 IVOO 0.43% 55,980 $6M $111.80 $780K +6,345 +12.8%
57 WMT 0.42% 55,080 $6M $111.41 $329K -1,268 -2.2%
58 PSK 0.41% 189,721 $6M $31.69 +189,721 NEW
59 VEA 0.39% 91,937 $6M $62.47 $231K -63 -0.1%
60 JNJ 0.39% 27,479 $6M $206.95 $508K -449 -1.6%
61 DLS 0.39% 70,000 $6M $81.01 -$554K -8,291 -10.6%
62 IGIB 0.38% 104,646 $6M $53.88 -$70K -892 -0.8%
63 MGK 0.37% 13,315 $5M $412.77 -$405K -1,348 -9.2%
64 SHY 0.37% 66,273 $5M $82.82 -$177K -2,016 -3.0%
65 IWB 0.37% 14,342 $5M $373.45 $630K +1,410 +10.9%
66 ORCL 0.36% 27,178 $5M $194.91 -$3M -1,640 -5.7%
67 VGIT 0.34% 83,312 $5M $59.93 $193K +3,359 +4.2%
68 APLD 0.33% 199,073 $5M $24.52 $4M +180,133 +951.1%
69 V 0.33% 13,584 $5M $350.70 -$239K -1,072 -7.3%
70 WFC 0.32% 49,625 $5M $93.20 $343K -1,462 -2.9%
71 ABBV 0.31% 19,741 $5M $228.49 -$90K -130 -0.7%
72 EWT 0.31% 70,801 $4M $63.53 -$71K -1,015 -1.4%
73 XOM 0.30% 36,997 $4M $120.34 $105K -1,561 -4.0%
74 MA 0.30% 7,681 $4M $570.85 -$140K -274 -3.4%
75 APO 0.30% 30,068 $4M $144.76 $314K -239 -0.8%
76 MUB 0.28% 38,873 $4M $107.11 $2M +19,527 +100.9%
77 EWX 0.28% 62,083 $4M $65.66 $226K +4,870 +8.5%
78 VB 0.27% 15,624 $4M $257.95 $221K +643 +4.3%
79 VMBS 0.27% 85,087 $4M $47.08 -$14K -517 -0.6%
80 KSA 0.27% 109,939 $4M $36.41 -$1M -16,951 -13.4%
81 MGV 0.27% 28,085 $4M $141.16 $62K -244 -0.9%
82 BAC 0.26% 70,475 $4M $55.00 $245K +84 +0.1%
83 VCLT 0.26% 51,066 $4M $75.85 $679K +9,933 +24.1%
84 USIG 0.26% 73,731 $4M $51.77 -$105K -1,377 -1.8%
85 CRM 0.26% 14,156 $4M $264.91 $161K -987 -6.5%
86 IEV 0.25% 54,079 $4M $68.60 $147K -334 -0.6%
87 IYR 0.24% 36,932 $3M $93.89 $747K +8,906 +31.8%
88 KO 0.23% 47,578 $3M $69.91 $152K -291 -0.6%
89 HD 0.23% 9,584 $3M $344.10 -$845K -641 -6.3%
90 CVX 0.21% 20,645 $3M $152.41 -$228K -1,084 -5.0%
91 TSM 0.21% 10,273 $3M $303.88 $351K +353 +3.6%
92 EWY 0.21% 31,924 $3M $97.22 $619K +907 +2.9%
93 CSCO 0.21% 40,290 $3M $77.03 $332K -213 -0.5%
94 PG 0.21% 21,006 $3M $143.31 -$655K -2,848 -11.9%
95 VOT 0.20% 10,727 $3M $279.14 -$206K -166 -1.5%
96 VGT 0.20% 3,939 $3M $753.78 -$70K -132 -3.2%
97 IGLB 0.20% 58,467 $3M $50.45 -$31K +626 +1.1%
98 NFLX 0.20% 31,143 $3M $93.76 -$906K +27,951 +875.7%
99 CAT 0.20% 5,042 $3M $572.88 $362K -254 -4.8%
100 VOE 0.19% 15,663 $3M $177.37 $23K -115 -0.7%

Options Breakdown

0 Calls $0 Call Value 5 Puts $488M Put Value

Top Puts

SymbolSharesValueStatus
QQQ 481,300 $296M
SPY 242,600 $165M
EFA 256,500 $25M
EEM 29,100 $2M
VT 3,200 $451K

New Positions

SymbolValue% Port
PSK $6M 0.41%
MLPA $2M 0.10%
TOTB.DE $1M 0.07%
VOO $887K 0.06%
USHY $534K 0.04%
LITE $277K 0.02%
AA $264K 0.02%
CMA $237K 0.02%
MTD $230K 0.02%
AFG $212K 0.01%
CFG $211K 0.01%
AVY $204K 0.01%
CHRW $203K 0.01%
ALLY $202K 0.01%
TER $202K 0.01%

Sold Out Positions

SymbolValue% Port
VICI —%
BBY —%
DD —%
EFX —%
UL —%
KOS —%
CF —%
SBS —%
STM —%
RCL —%
LII —%
IR —%
RMD —%
GIS —%
CDW —%
View SEC EDGAR Filings for Checchi Capital Advisers, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms