13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001598186
Total reported value
$2.2B
$2.2B
559 檔
23.2%
According to the latest 13F quarterly dataset, Checchi Capital Advisers, LLC managed an equity portfolio of $2.2B at the end of Q4 2024, spanning 559 distinct U.S. exchange-listed positions.
Checchi Capital Advisers, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 2 holdings and trimming 26 positions.
Showing top 200 holdings (of 559 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.85% | +3.05% | -27.75% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.28% | -0.26% | -1.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.98% | +2.63% | +1376.90% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.01% | +6.20% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.21% | +2.12% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | — | -0.83% | |
| 7 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.75% | -0.18% | -62.82% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.73% | -0.11% | +0.09% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.36% | +0.10% | -3.43% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.32% | -0.09% | +184.25% | |
| 11 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.31% | -0.09% | +1.35% | |
| 12 | IGOV | Ishares International Treasu | ETF-Other | 1.26% | -0.13% | -19.94% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.11% | -0.11% | -2.69% | |
| 14 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.08% | -0.11% | -3.07% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.06% | -0.26% | +21.06% | |
| 16 | BWZ | State Street Spdr Bloomberg | ETF-Other | 1.04% | -0.12% | +9.15% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.01% | -5.46% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.03% | +2.13% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.01% | -0.21% | -8.51% | |
| 20 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.99% | -0.11% | -2.42% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.96% | -0.25% | +19.13% | |
| 22 | PICB | Invesco International Corpor | ETF-Other | 0.95% | -0.11% | +3.99% | |
| 23 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.94% | -0.11% | -2.39% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.94% | -0.22% | -1.44% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.91% | -0.07% | -3.88% | |
| 26 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.82% | -0.07% | -5.61% | |
| 27 | PGX | Invesco Preferred ETF | ETF-Other | 0.77% | +0.01% | -13.16% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.76% | -0.07% | +10.38% | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.74% | -0.01% | +6.60% | |
| 30 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.71% | -0.04% | +8.12% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.71% | -0.07% | +1.80% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-Other | 0.67% | -0.09% | -3.76% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.67% | +0.02% | -5.84% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.64% | -0.09% | +2.14% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.06% | +1.12% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.03% | +1.00% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.59% | -0.08% | -66.55% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | -0.07% | +5.67% | |
| 39 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.57% | — | +57.52% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | -0.07% | +3.65% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.05% | -0.74% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.09% | -0.36% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | -0.02% | -14.26% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.11% | +32.50% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.08% | -2.76% | |
| 46 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.50% | — | -23.72% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.05% | +1.47% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.01% | -3.74% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.08% | +0.01% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.48% | +0.02% | +840.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +3.7% | +1376.90% | Add |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.8% | +184.25% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -1.30% | Trim |
| 4 | VBK | Vanguard Small-cap Grwth ETF | +0.4% | +840.17% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +6.20% | Add |
| 6 | APO | Apollo Global Management Inc | +0.4% | +1138.18% | Add |
| 7 | TSLA | Tesla Inc | +0.4% | -5.46% | Trim |
| 8 | VOT | Vanguard Mid-cap Growth ETF | +0.3% | +200.70% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | -0.83% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.13% | Add |
| 11 | EEMS | Ishares Msci Emerging Mkt Sm | +0.2% | +57.52% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +1.12% | Add |
| 13 | VBR | Vanguard Small-cap Value ETF | +0.2% | +19.13% | Add |
| 14 | IWN | Ishares Russell 2000 Value E | +0.2% | NEW | New buy |
| 15 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +54.70% | Add |
| 16 | EEM | Ishares Msci Emerging Market | +0.1% | +21.06% | Add |
| 17 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 18 | PFF | Ishares Preferred & Income S | +0.1% | +117.88% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +32.50% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.36% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -0.74% | Trim |
| 23 | VONG | Vanguard Russell 1000 Growth | +0.1% | NEW | New buy |
| 24 | WFC | Wells Fargo & Co | +0.1% | +2.12% | Add |
| 25 | IAU | Ishares Gold Trust | — | -3.43% | Trim |
| 26 | LEMB | Ishares Jp Morgan Em Local C | 0% | +1.35% | Add |
| 27 | JNK | Ss Spdr Bb High Yield Bond | 0% | -3.07% | Trim |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | 0% | -2.69% | Trim |
| 29 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | -7.27% | Trim |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 0% | -0.64% | Trim |
| 31 | GLD | Spdr Gold Shares | -0.1% | -8.51% | Trim |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.44% | Trim |
| 33 | LLY | Eli Lilly & Co | -0.1% | +0.01% | Add |
| 34 | IBND | State Street Spdr Bloomberg | -0.1% | -2.42% | Trim |
| 35 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -16.12% | Trim |
| 36 | HPP | Hudson Pacific Properties, Inc. | -0.1% | EXIT | Sold out |
| 37 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -5.84% | Trim |
| 38 | EMLC | Vaneck JPM Em Local Curr Bnd | -0.1% | -2.39% | Trim |
| 39 | ISHG | Ishares -3 Year Internationa | -0.1% | -5.61% | Trim |
| 40 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -3.88% | Trim |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | +0.09% | Add |
| 42 | VNQ | Vanguard Real Estate ETF | -0.1% | -14.26% | Trim |
| 43 | VCLT | Vanguard Long-term CORP Bond | -0.1% | -39.30% | Trim |
| 44 | PGX | Invesco Preferred ETF | -0.2% | -13.16% | Trim |
| 45 | SCJ | Ishares Msci Japan Small-cap | -0.2% | EXIT | Sold out |
| 46 | DGS | Wisdomtree Em Small Cap | -0.2% | -23.72% | Trim |
| 47 | IGOV | Ishares International Treasu | -0.4% | -19.94% | Trim |
| 48 | MBB | Ishares Mbs ETF | -1.2% | -66.55% | Trim |
| 49 | BWX | State Street Spdr Bloomberg | -3.2% | -62.82% | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -3.2% | -27.75% | Trim |
According to official SEC Form 13F filings, Checchi Capital Advisers, LLC reported a total U.S. public equity portfolio value of $2.2B across 559 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, VUG) accounted for 23.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWN
市值: $2.8M
Top Position Liquidated / Trimmed
SCJ
前期市值: $3.1M
During Q4 2024, Checchi Capital Advisers, LLC's top holdings by market value included QQQ (11.8%)、SPY (9.3%)、VUG (4.0%). The largest single position, QQQ, represented 11.8% of total portfolio value.
In Q4 2024, Checchi Capital Advisers, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 26 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.