$886 Million is the total value of Checchi Capital Advisers, LLC's 389 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JCI | New | JOHNSON CTLS INTL PLC | $389,000 | – | 8,368 | +100.0% | 0.04% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $216,000 | – | 1 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-10
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.