Fund Holdings

Checchi Capital Advisers, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
INVESCO QQQ TR(Put)314,500453,200+138,700173,490,780272,087,684+98,596,904
VANGUARD INDEX FDS9,777136,076+126,2994,286,23765,263,4104.48%+60,977,173
SPDR S&P 500 ETF TR(SPY)(Put)261,400256,300-5,100161,505,990170,741,934+9,235,944
VANGUARD INDEX FDS2,71525,889+23,174751,8927,705,0840.53%+6,953,192
ISHARES GOLD TR(IAU)375,226414,770+39,54423,399,09330,182,8132.07%+6,783,720
ISHARES TR(Put)196,200259,600+63,40017,538,31824,238,852+6,700,534
ISHARES INC075,168+75,16806,029,2250.41%+6,029,225
APPLE INC(AAPL)178,258163,361-14,89736,573,15841,596,6962.86%+5,023,538
ISHARES TR10,47936,349+25,8701,653,1676,426,8670.44%+4,773,700
VANGUARD SCOTTSDALE FDS300,912370,069+69,15716,887,18121,042,1231.45%+4,154,942
VANGUARD INDEX FDS55,50869,640+14,13210,824,61514,534,5641.00%+3,709,949
SPDR SERIES TRUST243,634271,759+28,12523,698,27926,629,6641.83%+2,931,385
SPDR GOLD TR(GLD)60,77359,429-1,34418,525,43421,125,2271.45%+2,599,793
VANGUARD WORLD FD9,50314,663+5,1603,479,7145,900,6840.41%+2,420,970
ALPHABET INC(GOOG)49,94644,765-5,1818,859,92110,902,5160.75%+2,042,595
TESLA INC(TSLA)42,41834,634-7,78413,474,42215,402,3211.06%+1,927,899
ALPHABET INC(GOOG)49,10343,334-5,7698,653,43010,534,5140.72%+1,881,084
VANGUARD INTL EQUITY INDEX F362,537365,185+2,64817,931,08019,785,7231.36%+1,854,643
INVESCO EXCH TRADED FD TR II1,457,0541,550,907+93,85316,217,01117,990,5211.24%+1,773,510
VANGUARD WHITEHALL FDS258,306278,209+19,90316,880,29718,612,1821.28%+1,731,885
ISHARES INC154,117163,375+9,2589,251,64410,769,6800.74%+1,518,036
SPDR SERIES TRUST649,084698,228+49,14421,153,63222,545,7861.55%+1,392,154
ORACLE CORP(ORCL)30,94628,818-2,1286,765,7338,104,7860.56%+1,339,053
VANGUARD INDEX FDS90,745102,896+12,1518,081,7509,406,7520.65%+1,325,002
VANECK ETF TRUST750,070797,290+47,22019,014,28120,338,8791.40%+1,324,598
ALPS ETF TR281,252319,099+37,84713,741,97314,975,3161.03%+1,233,343
ISHARES TR277,154277,366+21217,593,73618,813,7361.29%+1,220,000
NVIDIA CORPORATION(NVDA)210,385184,175-26,21033,238,64934,363,2822.36%+1,124,633
VANGUARD SCOTTSDALE FDS28,08041,133+13,0532,131,2903,193,9430.22%+1,062,653
AMERICAN CENTY ETF TR108,154107,449-7058,574,4499,566,1840.66%+991,735
BROADCOM INC(AVGO)42,36738,383-3,98411,678,36912,662,8230.87%+984,454
ISHARES TR231,476234,941+3,46521,439,28722,363,9881.54%+924,701
VANGUARD SCOTTSDALE FDS144,979153,350+8,37112,021,64412,898,2780.89%+876,634
VANGUARD ADMIRAL FDS INC44,01149,635+5,6244,620,2895,478,6570.38%+858,368
SPDR SERIES TRUST572,833606,588+33,75516,079,42216,875,2781.16%+795,856
VANGUARD SCOTTSDALE FDS06,340+6,3400763,9700.05%+763,970
ISHARES TR11,75012,932+1,1823,989,9164,726,5030.32%+736,587
ISHARES TR139,979145,791+5,81213,142,63613,872,0550.95%+729,419
GOLDMAN SACHS GROUP INC(GS)10,37410,066-3087,342,2818,016,1520.55%+673,871
ISHARES TR192,812191,068-1,74414,013,56514,658,7251.01%+645,160
ABBVIE INC(ABBV)21,35519,871-1,4843,963,9824,601,0150.32%+637,033
JOHNSON & JOHNSON(JNJ)29,80927,928-1,8814,553,3305,178,4160.36%+625,086
SPDR S&P 500 ETF TR(SPY)11,30811,293-156,986,6367,523,3220.52%+536,686
VANGUARD SCOTTSDALE FDS127,722132,854+5,13210,153,90510,619,0090.73%+465,104
ISHARES INC71,71871,816+984,116,6134,568,9340.31%+452,321
APPLIED DIGITAL CORP018,940+18,9400434,4840.03%+434,484
ISHARES TR127,988135,985+7,9973,926,6724,299,8460.30%+373,174
SPHERE ENTERTAINMENT CO(SPHR)17,89417,8940747,9691,111,5750.08%+363,606
CHEVRON CORP NEW(CVX)21,05621,729+6733,015,0443,374,3300.23%+359,286
VANGUARD WORLD FD4,0514,071+202,686,9473,039,5310.21%+352,584
CATERPILLAR INC(CAT)5,6165,296-3202,180,1052,526,9750.17%+346,870
UNITEDHEALTH GROUP INC(UNH)22,81621,571-1,2457,117,8007,448,3470.51%+330,547
ISHARES TR16,60119,346+2,7451,734,4722,060,1560.14%+325,684
VANGUARD SCOTTSDALE FDS16,17917,596+1,4171,411,1491,721,2620.12%+310,113
ISHARES TR117,308115,622-1,68610,486,19210,795,6580.74%+309,466
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,9259,920-1,0052,474,2902,770,4170.19%+296,127
ASML HOLDING N V1,8021,794-81,444,0741,736,7730.12%+292,699
HSBC HLDGS PLC(HSBC)26,19326,410+2171,592,2721,874,5820.13%+282,310
CORNING INC(GLW)12,79611,598-1,198672,955951,4050.07%+278,450
IONIS PHARMACEUTICALS INC(IONS)04,233+4,2330276,9230.02%+276,923
ISHARES INC30,96831,017+492,222,8802,484,4580.17%+261,578
VANGUARD SCOTTSDALE FDS81,36385,604+4,2413,770,3614,019,9640.28%+249,603
SEAGATE TECHNOLOGY HLDNGS PL3,8253,395-430552,062801,4240.06%+249,362
SPDR SERIES TRUST1,627,5321,672,822+45,29038,230,72638,474,9062.64%+244,180
HERSHEY CO(HSY)01,305+1,3050244,1000.02%+244,100
AMEREN CORP(AEE)02,291+2,2910239,1590.02%+239,159
VANGUARD INTL EQUITY INDEX F64,19462,170-2,0248,627,0328,862,3340.61%+235,302
COMPANHIA DE SANEAMENTO BASI(SBS)09,011+9,0110224,2840.02%+224,284
LAM RESEARCH CORP(LRCX)17,56614,417-3,1491,709,8741,930,4360.13%+220,562
NORDSON CORP(NDSN)0952+9520216,0560.01%+216,056
TAPESTRY INC(TPR)9,1378,954-183802,2761,013,7150.07%+211,439
BITMINE IMMERSION TECNOLOGIE(BMNP)04,070+4,0700211,3550.01%+211,355
SPDR INDEX SHS FDS05,240+5,2400210,5430.01%+210,543
NORTHROP GRUMMAN CORP(NOC)3,3053,057-2481,652,3531,862,6320.13%+210,279
PRICE T ROWE GROUP INC(TROW)02,044+2,0440209,8070.01%+209,807
ISHARES TR0849+8490205,4240.01%+205,424
ALLIANT ENERGY CORP(LNT)03,047+3,0470205,3650.01%+205,365
AMERICA MOVIL SAB DE CV(AMX)09,720+9,7200204,1200.01%+204,120
BEST BUY INC(BBY)02,696+2,6960203,8340.01%+203,834
DONALDSON INC(DCI)02,473+2,4730202,4150.01%+202,415
ISHARES INC628,039620,318-7,72125,366,49125,563,3001.76%+196,809
CUMMINS INC(CMI)2,6142,480-134856,1101,047,5100.07%+191,400
UBS GROUP AG(UBS)24,58124,868+287831,3291,019,5880.07%+188,259
ASTRAZENECA PLC(AZN)19,84320,463+6201,386,6291,569,9210.11%+183,292
AMPHENOL CORP NEW11,40010,551-8491,125,7501,305,6860.09%+179,936
JPMORGAN CHASE & CO.(JPM)32,54930,486-2,0639,436,3299,616,2560.66%+179,927
NOVARTIS AG(NVS)17,47517,876+4012,114,6502,292,4180.16%+177,768
MITSUBISHI UFJ FINL GROUP IN(MUFG)71,37172,550+1,179979,2101,156,4470.08%+177,237
VANGUARD INDEX FDS15,34014,981-3593,635,3553,809,4370.26%+174,082
BANCO BILBAO VIZCAYA ARGENTA(BBVA)41,17941,825+646632,914805,1220.06%+172,208
TJX COS INC NEW(TJX)16,47815,265-1,2132,034,8782,206,4140.15%+171,536
INVESCO INDIA EXCHANGE-TRADE16,90424,985+8,081455,563626,3740.04%+170,811
TOYOTA MOTOR CORP(TM)9,3779,319-581,615,2821,780,7680.12%+165,486
KLA CORP(KLAC)1,7551,610-1451,571,5761,736,0070.12%+164,431
GENERAL DYNAMICS CORP(GD)3,8153,720-951,112,6971,268,5360.09%+155,839
MORGAN STANLEY(MS)16,51615,605-9112,326,4652,480,5950.17%+154,130
ALIBABA GROUP HLDG LTD(BABA)3,1742,835-339359,963506,7000.03%+146,737
BHP GROUP LTD15,99516,390+395769,200913,7430.06%+144,543
SOUTHERN COPPER CORP(SCCO)5,4465,697+251550,972691,3880.05%+140,416
VANGUARD INDEX FDS5,4875,937+450969,7721,107,1910.08%+137,419
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