Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

3Chopt Investment Partners

Latest statistics and disclosures from 3Chopt Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VB, NVDA, AAPL, GOOG, and represent 32.36% of 3Chopt Investment Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$17M), QCOM, META, ORCL, JGLO, MGC, TSLA, LH, MA, NSC.
Started 115 new stock positions in DE, FAST, TEL, WM, ABT, MCD, CBRE, CMG, PNC, TMO.
Reduced shares in these 10 stocks: AAPL, AVGO, VST, BBIN, CMCSA, CSCO, ACGL, BBUS, VEA, CI.
3Chopt Investment Partners was a net buyer of stock by $89M.
3Chopt Investment Partners has $328M in assets under management (AUM), dropping by 34.52%.
Central Index Key (CIK): 0001978521

Tip: Access up to 7 years of quarterly data

Positions held by 3Chopt Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 183 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&P 500 ETF Etf (VOO)	13.6	$45M		89k	501.91	View chart
Vanguard Small Cap ETF Etf (VB)	6.4	$21M		96k	218.89	View chart
Nvidia Corp Common Stock (NVDA)	5.7	$19M	+919%	151k	123.54	View chart
Apple Common Stock (AAPL)	3.9	$13M	-8%	61k	210.62	View chart
Alphabet Inc. Class C Common Stock (GOOG)	2.8	$9.0M	+5%	49k	183.42	View chart
Microsoft Common Stock (MSFT)	2.2	$7.2M	+10%	16k	446.96	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.1	$6.7M		17k	406.80	View chart
Meta Platforms Inc Class A Common Stock (META)	1.9	$6.2M	+35%	12k	504.22	View chart
McKesson Corp Common Stock (MCK)	1.5	$4.9M		8.4k	584.67	View chart
Broadcom Common Stock (AVGO)	1.4	$4.6M	-14%	2.8k	1605.53	View chart
Vistra Energy Corp Common Stock (VST)	1.4	$4.4M	-9%	52k	85.98	View chart
NVR Common Stock (NVR)	1.3	$4.4M		581.00	7588.56	View chart
Merck & Co Common Stock (MRK)	1.3	$4.3M		35k	124.57	View chart
Vertex Pharmaceutical Common Stock (VRTX)	1.1	$3.7M		7.9k	468.72	View chart
Philip Morris Intl Common Stock (PM)	1.1	$3.7M		36k	102.63	View chart
Arch Cap Group LTD F Common Stock (ACGL)	1.1	$3.6M	-6%	35k	100.89	View chart
JPMorgan Chase Common Stock (JPM)	1.1	$3.5M		17k	202.26	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	1.1	$3.4M	+24%	59k	58.64	View chart
Eli Lilly & Co. Common Stock (LLY)	1.0	$3.4M	+14%	3.7k	905.38	View chart
Check PT Software F Common Stock (CHKP)	1.0	$3.2M	+2%	19k	165.00	View chart
Vanguard Small Cap Value ETF Etf (VBR)	1.0	$3.2M		17k	183.54	View chart
Amazon.com Common Stock (AMZN)	1.0	$3.1M	+7%	16k	193.25	View chart
Altria Group Common Stock (MO)	0.9	$3.1M		66k	46.54	View chart
Procter & Gamble Common Stock (PG)	0.9	$3.0M		18k	164.92	View chart
CIGNA Corp Common Stock (CI)	0.9	$3.0M		9.0k	330.57	View chart
Progressive Common Stock (PGR)	0.9	$2.9M		14k	207.71	View chart
Pultegroup Common Stock (PHM)	0.9	$2.9M	+6%	26k	110.29	View chart
Williams Cos Common Stock (WMB)	0.9	$2.8M		66k	42.50	View chart
JPMorgan Betabuilders US Eqy ETF Etf (BBUS)	0.9	$2.8M	-7%	29k	98.12	View chart
Booking Holdings Common Stock (BKNG)	0.9	$2.8M		704.00	3961.50	View chart
Wells Fargo & Co Common Stock (WFC)	0.8	$2.7M	+2%	46k	59.39	View chart
iShares Russell 2000 ETF Etf (IWM)	0.8	$2.6M		13k	202.89	View chart
Dropbox Inc Class A Common Stock (DBX)	0.8	$2.6M	+15%	114k	22.47	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.8	$2.5M		34k	72.64	View chart
Cisco Systems Common Stock (CSCO)	0.7	$2.4M	-10%	51k	47.51	View chart
Charles Schwab Corp Common Stock (SCHW)	0.7	$2.4M		33k	73.69	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$2.3M		16k	146.16	View chart
Abbvie Common Stock (ABBV)	0.7	$2.2M	+20%	13k	171.52	View chart
Wal-Mart Common Stock (WMT)	0.7	$2.2M	+2%	33k	67.71	View chart
Qualcomm Common Stock (QCOM)	0.7	$2.1M	NEW	11k	199.18	View chart
Pepsico Common Stock (PEP)	0.6	$2.1M		13k	164.93	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.6	$1.9M	+19%	45k	41.53	View chart
Marathon Pete Corp Common Stock (MPC)	0.5	$1.8M		10k	173.48	View chart
Raytheon Technologies Common Stock (RTX)	0.5	$1.7M	+20%	17k	100.39	View chart
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN)	0.5	$1.7M	-16%	28k	59.08	View chart
Chevron Corp. Common Stock (CVX)	0.5	$1.7M	+2%	11k	156.42	View chart
EOG Resources Common Stock (EOG)	0.5	$1.6M	+2%	13k	125.87	View chart
Expeditors International of Washington Common Stock (EXPD)	0.5	$1.6M		13k	124.79	View chart
ExxonMobil Common Stock (XOM)	0.5	$1.6M	+8%	14k	115.12	View chart
Baker Hughes Co. Class A Common Stock (BKR)	0.5	$1.5M		43k	35.17	View chart
Target Corp Common Stock (TGT)	0.5	$1.5M		10k	148.04	View chart
Bank Of America Corp Common Stock (BAC)	0.4	$1.5M	+3%	37k	39.77	View chart
Oracle Corp Common Stock (ORCL)	0.4	$1.4M	NEW	10k	141.20	View chart
JPMorgan Global Select Equity ETF Etf (JGLO)	0.4	$1.4M	NEW	23k	60.40	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.4	$1.4M	-18%	36k	39.16	View chart
Verizon Common Stock (VZ)	0.4	$1.4M	+2%	33k	41.24	View chart
Dominion Energy Common Stock (D)	0.4	$1.4M	+33%	28k	49.00	View chart
Vanguard Mega Cap ETF Etf (MGC)	0.4	$1.3M	NEW	6.7k	197.91	View chart
Tesla Common Stock (TSLA)	0.4	$1.3M	NEW	6.7k	197.88	View chart
Labcorp HLDGS Common Stock (LH)	0.4	$1.3M	NEW	6.5k	203.51	View chart
Mastercard Inc Class A Common Stock (MA)	0.4	$1.3M	NEW	2.9k	441.16	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.4	$1.3M		14k	93.95	View chart
Norfolk Southern Common Stock (NSC)	0.4	$1.2M	NEW	5.7k	214.69	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$1.2M	NEW	2.2k	545.98	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.4	$1.2M	-10%	23k	49.42	View chart
Home Depot Common Stock (HD)	0.4	$1.2M	NEW	3.4k	344.24	View chart
CRH Public Limited Co F Common Stock (CRH)	0.4	$1.1M	NEW	15k	74.98	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.3	$1.1M	NEW	9.4k	118.60	View chart
JPMorgan Active Value ETF Etf (JAVA)	0.3	$1.1M	+19%	19k	59.26	View chart
Lam Research Corp Common Stock (LRCX)	0.3	$1.1M	NEW	1.0k	1066.83	View chart
American Express Common Stock (AXP)	0.3	$1.1M	NEW	4.8k	231.55	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$1.1M	NEW	2.3k	467.15	View chart
Vanguard Mid Cap ETF Etf (VO)	0.3	$1.1M	NEW	4.4k	243.03	View chart
JPMorgan Active Growth ETF Etf (JGRO)	0.3	$1.0M		14k	75.15	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.3	$1.0M	NEW	5.7k	182.15	View chart
Adobe Common Stock (ADBE)	0.3	$1.0M	NEW	1.9k	555.54	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.3	$1.0M		10k	97.27	View chart
Texas Instruments Common Stock (TXN)	0.3	$944k	NEW	4.9k	194.53	View chart
Arm HLDGS PLC F Un Common Stock (ARM)	0.3	$922k	NEW	5.6k	163.62	View chart
Lennar Corp Class A Common Stock (LEN)	0.3	$904k	NEW	6.0k	149.87	View chart
Visa Inc Class A Common Stock (V)	0.3	$893k	NEW	3.4k	262.47	View chart
Post Holdings Common Stock (POST)	0.3	$877k	NEW	8.4k	104.16	View chart
Deere & Co Common Stock (DE)	0.3	$875k	NEW	2.3k	375.10	View chart
Autodesk Common Stock (ADSK)	0.3	$874k	NEW	3.5k	247.45	View chart
O'Reilly Automotive Common Stock (ORLY)	0.3	$851k	NEW	806.00	1056.06	View chart
CBRE Group Inc Class A Common Stock (CBRE)	0.3	$844k	NEW	9.5k	89.11	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.3	$839k	-3%	13k	65.86	View chart
UnitedHealth Group Common Stock (UNH)	0.3	$830k	NEW	1.6k	509.26	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	0.3	$820k	+2%	16k	52.95	View chart
Northrop Grumman Corp Common Stock (NOC)	0.2	$799k	NEW	1.8k	435.95	View chart
At&t Common Stock (T)	0.2	$789k	+63%	41k	19.11	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$783k	NEW	7.5k	103.91	View chart
CF Industries Holdings Common Stock (CF)	0.2	$772k	+2%	10k	74.12	View chart
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)	0.2	$757k	NEW	7.1k	106.95	View chart
Owens Corning Fiberglas Common Stock (OC)	0.2	$753k	NEW	4.3k	173.72	View chart
Micron Technology Common Stock (MU)	0.2	$719k	NEW	5.5k	131.53	View chart
Accenture PLC F Class A Common Stock (ACN)	0.2	$717k	NEW	2.4k	303.41	View chart
General Electric Common Stock (GE)	0.2	$704k	NEW	4.4k	158.97	View chart
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA)	0.2	$688k	+20%	18k	38.17	View chart
Pfizer Common Stock (PFE)	0.2	$637k	+97%	23k	27.98	View chart
Honeywell Intl Common Stock (HON)	0.2	$628k	NEW	2.9k	213.54	View chart
McDonald's Common Stock (MCD)	0.2	$628k	NEW	2.5k	254.84	View chart
Chipotle Mexican GRL Common Stock (CMG)	0.2	$610k	NEW	9.7k	62.65	View chart
Lowes Companies Common Stock (LOW)	0.2	$595k	NEW	2.7k	220.46	View chart
Equinix Inc REIT Common Stock (EQIX)	0.2	$583k	NEW	771.00	756.60	View chart
Willis Towers Watson P F Common Stock (WTW)	0.2	$581k	NEW	2.2k	263.02	View chart
Air Prod & Chemicals Common Stock (APD)	0.2	$580k	NEW	2.2k	258.05	View chart
Regeneron Pharms Common Stock (REGN)	0.2	$566k	NEW	538.00	1051.03	View chart
TJX Companies Common Stock (TJX)	0.2	$558k	NEW	5.1k	110.10	View chart
Cintas Corp Common Stock (CTAS)	0.2	$555k	NEW	793.00	700.26	View chart
Danaher Corp Common Stock (DHR)	0.2	$548k	NEW	2.2k	250.12	View chart
JPMorgan U.S. Momentum Factor ETF Etf (JMOM)	0.2	$544k	NEW	10k	53.60	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$540k	NEW	2.9k	183.45	View chart
Cloudflare Inc Class A Common Stock (NET)	0.2	$538k	NEW	6.5k	82.83	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.2	$529k	NEW	3.8k	137.91	View chart
iShares Core S&P Small Cap ETF Etf (IJR)	0.2	$522k	NEW	4.9k	106.66	View chart
Coca-Cola Common Stock (KO)	0.2	$510k	NEW	8.0k	64.13	View chart
Walt Disney Common Stock (DIS)	0.2	$509k	NEW	5.1k	99.29	View chart
JPMRG DVSFD Retn Emrg MRKS Eqy ETF Etf (JPEM)	0.1	$486k	NEW	9.0k	54.08	View chart
Capital One Financial Corp. Common Stock (COF)	0.1	$483k	NEW	3.5k	138.44	View chart
Textron Common Stock (TXT)	0.1	$483k	NEW	5.6k	85.88	View chart
Discover Financial Services Common Stock (DFS)	0.1	$476k	NEW	3.6k	130.81	View chart
BlackRock Common Stock (BLK)	0.1	$465k	NEW	590.00	787.32	View chart
JPMorgan Intern Resrch Enh EQT ETF Etf (JIRE)	0.1	$459k	NEW	7.3k	62.60	View chart
Salesforce Common Stock (CRM)	0.1	$454k	NEW	1.8k	257.10	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$450k	NEW	4.5k	100.23	View chart
Fidelity Natl Info Common Stock (FIS)	0.1	$447k	NEW	5.9k	75.36	View chart
Costco Wholesale Common Stock (COST)	0.1	$446k	NEW	525.00	849.99	View chart
Builders Firstsource Common Stock (BLDR)	0.1	$441k	NEW	3.2k	138.41	View chart
Nintendo LTD F Common Stock (NTDOY)	0.1	$437k	+33%	33k	13.45	View chart
Westrock Common Stock (WRK)	0.1	$424k	NEW	8.4k	50.26	View chart
iShares US Technology ETF Etf (IYW)	0.1	$414k	NEW	2.8k	150.50	View chart
Analog Devices Common Stock (ADI)	0.1	$414k	NEW	1.8k	228.26	View chart
Citigroup Common Stock (C)	0.1	$406k	NEW	6.4k	63.46	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$401k	NEW	725.00	553.39	View chart
L3Harris Technologies Common Stock (LHX)	0.1	$401k	NEW	1.8k	224.58	View chart
Colgate-Palmolive Common Stock (CL)	0.1	$401k	NEW	4.1k	97.04	View chart
Paychex Common Stock (PAYX)	0.1	$397k	NEW	3.3k	118.56	View chart
Ibm Common Stock (IBM)	0.1	$395k	NEW	2.3k	172.95	View chart
Nextera Energy Common Stock (NEE)	0.1	$394k	NEW	5.6k	70.81	View chart
KLA Corp. Common Stock (KLAC)	0.1	$381k	NEW	462.00	824.51	View chart
EQT Corp Common Stock (EQT)	0.1	$377k		10k	36.98	View chart
Nestle S A F Common Stock (NSRGY)	0.1	$372k	NEW	3.6k	102.45	View chart
United Parcel Service Class B Common Stock (UPS)	0.1	$363k	NEW	2.6k	136.85	View chart
S&P Global Common Stock (SPGI)	0.1	$362k	NEW	812.00	446.00	View chart
Autozone Common Stock (AZO)	0.1	$362k	NEW	122.00	2964.10	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.1	$360k	NEW	6.3k	56.68	View chart
Ameriprise Financial Common Stock (AMP)	0.1	$360k	NEW	842.00	427.19	View chart
Intuit Common Stock (INTU)	0.1	$348k	NEW	529.00	657.21	View chart
Waste Management Common Stock (WM)	0.1	$332k	NEW	1.6k	213.34	View chart
Crown Castle Intl Co REIT Common Stock (CCI)	0.1	$332k	NEW	3.4k	97.70	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$331k	NEW	8.5k	38.85	View chart
Fiserv Common Stock (FI)	0.1	$320k	NEW	2.1k	149.04	View chart
Diageo Common Stock (DEO)	0.1	$320k	NEW	2.5k	126.08	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$317k	NEW	4.1k	77.85	View chart
RPM Interntnl Common Stock (RPM)	0.1	$315k	NEW	2.9k	107.68	View chart
General Dynamics Common Stock (GD)	0.1	$314k	NEW	1.1k	290.14	View chart
Southern Common Stock (SO)	0.1	$297k	NEW	3.8k	77.57	View chart
American International Group Common Stock (AIG)	0.1	$293k	NEW	3.9k	74.24	View chart
PNC Financial Services Common Stock (PNC)	0.1	$290k	NEW	1.9k	155.48	View chart
Caterpillar Common Stock (CAT)	0.1	$290k	NEW	869.00	333.10	View chart
Morgan Stanley Common Stock (MS)	0.1	$283k	NEW	2.9k	97.19	View chart
LKQ Corp Common Stock (LKQ)	0.1	$282k	NEW	6.8k	41.59	View chart
Prudential Financial Common Stock (PRU)	0.1	$281k	NEW	2.4k	117.19	View chart
Elevance Health Common Stock (ELV)	0.1	$280k	NEW	516.00	541.86	View chart
HCA Healthcare Common Stock (HCA)	0.1	$275k	NEW	856.00	321.28	View chart
NXP Semiconductors F Common Stock (NXPI)	0.1	$267k	NEW	990.00	270.11	View chart
Cadence Design SYS Common Stock (CDNS)	0.1	$253k	NEW	823.00	307.75	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$252k	NEW	558.00	452.32	View chart
Vanguard Internatnl HGH DIV YLD ETF Etf (VYMI)	0.1	$243k	NEW	3.5k	68.53	View chart
Netflix Common Stock (NFLX)	0.1	$237k	NEW	351.00	674.88	View chart
Fastenal Common Stock (FAST)	0.1	$233k	NEW	3.7k	62.84	View chart
JPMorgan DVRSFD RTRN Intrnl EQT ETF Etf (JPIN)	0.1	$226k	NEW	4.1k	55.28	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	0.1	$226k	NEW	471.00	479.87	View chart
Nisource Inc 00500 Common Stock (NI)	0.1	$226k	NEW	7.8k	28.81	View chart
Te Connectivity LTD F Common Stock (TEL)	0.1	$223k	NEW	1.5k	150.43	View chart
Roper Technologies Common Stock (ROP)	0.1	$220k	NEW	391.00	563.66	View chart
Ballard Power SYS F Common Stock (BLDP)	0.1	$219k	NEW	97k	2.25	View chart
Plug Power Common Stock (PLUG)	0.1	$212k	NEW	91k	2.33	View chart
Linde PLC F Common Stock (LIN)	0.1	$205k	NEW	468.00	438.81	View chart
American Electric Power Common Stock (AEP)	0.1	$204k	NEW	2.3k	87.74	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$203k	NEW	898.00	226.26	View chart
Applied Energetics Common Stock (AERG)	0.0	$113k		75k	1.51	View chart

Past Filings by 3Chopt Investment Partners

SEC 13F filings are viewable for 3Chopt Investment Partners going back to 2023

3Chopt Investment Partners 2024 Q2 filed Aug. 22, 2024
3Chopt Investment Partners 2024 Q1 filed May 15, 2024
3Chopt Investment Partners 2023 Q4 filed Feb. 12, 2024
3Chopt Investment Partners 2023 Q3 filed Nov. 15, 2023
3Chopt Investment Partners 2023 Q2 filed July 26, 2023
3Chopt Investment Partners 2022 Q4 filed May 24, 2023
3Chopt Investment Partners 2023 Q1 filed May 23, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z