Equal-WT
WhaleScore 2.0
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Checchi Capital Advisers is based out of Beverly Hills. Checchi Capital Advisers is a large advisory firm with 212 clients and discretionary assets under management (AUM) of $1,490,318,604 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $1,231,773,124 in managed 13F securities
and a top 10 holdings concentration of 22.41%. Checchi Capital Advisers's largest holding is VANGUARD GROWTH INDEX FUND-ETF Shares with shares held of 141,294. Whalewisdom has at least 41 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SPTL SPDR(R) Portfolio Lo | 1.88% |
DLS WisdomTree Internati | 0.59% |
VOE VANGUARD MID-CAP VAL | 0.58% |
DGS WisdomTree Emerging | 0.46% |
VOT VANGUARD MID-CAP GRO | 0.37% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VGLT VANGUARD LONG-TERM T | 1.29% |
EEMS iShares MSCI Emergin | 0.69% |
SCZ iShares MSCI EAFE Sm | 0.63% |
BWX SPDR(R) Bloomberg In | 0.47% |
EWJ iShares MSCI Japan E | 0.4% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VUG VANGUARD GROWTH INDE | 3.57% |
AAPL Apple Inc | 2.83% |
MSFT Microsoft Corp. | 2.6% |
BWX SPDR(R) Bloomberg In | 2.41% |
IGOV iShares Internationa | 2.4% |
2023-12-31
13F Activity
Market Value | $1.23b, Prior: $1.08b |
New Purchases | 44 stocks |
Added To | 253 stocks |
Sold out of | 21 stocks |
Reduced holdings in | 222 stocks |
Top 10 Holdings % | 22.41% |
Turnover %[1] | 11.73% |
Turnover Alt %[2] | 6.3% |
Time Held Top 20 | 11.4 quarters |
Time Held Top 10 | 13.2 quarters |
Time Held All | 22.42 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31