$266 Million is the total value of Checchi Capital Advisers, LLC's 329 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $827,000 | -1.8% | 10,000 | 0.0% | 0.31% | -10.1% | |
| PIN | POWERSHARES INDIA ETF TRindia port | $665,000 | -3.2% | 31,695 | 0.0% | 0.25% | -11.3% | |
| MGC | VANGUARD WORLD FDmega cap index | $475,000 | +3.9% | 6,759 | 0.0% | 0.18% | -5.3% | |
| SPMB | SPDR SERIES TRUSTbrc mtg bckd bd | $390,000 | 0.0% | 14,349 | 0.0% | 0.15% | -8.8% | |
| FCH | FELCOR LODGING TR INC | $111,000 | +15.6% | 10,260 | 0.0% | 0.04% | +7.7% | |
| SID | COMPANHIA SIDERURGICA NACIONsponsored adr | $38,000 | -41.5% | 18,170 | 0.0% | 0.01% | -48.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 40 | Q3 2023 | 10.6% |
| ISHARES TR | 40 | Q3 2023 | 13.3% |
| ISHARES TR | 40 | Q3 2023 | 6.9% |
| ISHARES TR | 40 | Q3 2023 | 7.6% |
| APPLE INC | 40 | Q3 2023 | 3.2% |
| MICROSOFT CORP COM | 40 | Q3 2023 | 2.6% |
| SPDR SER TR | 40 | Q3 2023 | 4.2% |
| ISHARES TR | 40 | Q3 2023 | 2.8% |
| ISHARES TR | 40 | Q3 2023 | 3.9% |
| VANGUARD SCOTTSDALE FDS | 40 | Q3 2023 | 1.8% |
View Checchi Capital Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-09 |
View Checchi Capital Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.