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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 39.68% of 3Chopt Investment Partners's stock portfolio.
Added to shares of these 10 stocks: TSLA, CVX, TGT, XOM, C, VB, LRCX, BBUS, VOO, TFC.
Started 9 new stock positions in CVX, EQT, C, TFC, TSLA, LRCX, SCHG, FOXA, TGT.
Reduced shares in these 10 stocks: GOOGL, CMG, MDLZ, VRTX, VST, NVDA, VZ, , CRH, PFE.
Sold out of its positions in T, GOOGL, CMG, MDLZ.
3Chopt Investment Partners was a net buyer of stock by $5.9M.
3Chopt Investment Partners has $291M in assets under management (AUM), dropping by 4.09%.
Central Index Key (CIK): 0001978521

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

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Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 75 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&P 500 ETF Etf (VOO)	16.5	$48M		89k	538.81	View chart
Vanguard Small Cap ETF Etf (VB)	7.8	$23M	+3%	94k	240.28	View chart
Nvidia Corp Common Stock (NVDA)	7.2	$21M	-2%	156k	134.29	View chart
Apple Common Stock (AAPL)	5.2	$15M		60k	250.42	View chart
Alphabet Inc. Class C Common Stock (GOOG)	3.0	$8.9M		47k	190.44	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.6	$7.6M		17k	453.28	View chart
Microsoft Common Stock (MSFT)	2.3	$6.7M		16k	421.51	View chart
Vistra Energy Corp Common Stock (VST)	2.3	$6.6M	-7%	48k	137.87	View chart
Broadcom Common Stock (AVGO)	2.2	$6.4M	-2%	28k	231.84	View chart
Meta Platforms Inc Class A Common Stock (META)	2.0	$5.7M	-4%	9.7k	585.51	View chart
McKesson Corp Common Stock (MCK)	1.6	$4.6M		8.1k	570.62	View chart
JPMorgan Betabuilders US Eqy ETF Etf (BBUS)	1.4	$4.2M	+21%	40k	105.92	View chart
JPMorgan Chase Common Stock (JPM)	1.4	$4.2M		17k	239.71	View chart
Philip Morris Intl Common Stock (PM)	1.4	$4.2M		34k	121.69	View chart
Eli Lilly & Co. Common Stock (LLY)	1.3	$3.8M	-2%	4.9k	772.00	View chart
Merck & Co Common Stock (MRK)	1.3	$3.7M	+5%	37k	100.27	View chart
Amazon.com Common Stock (AMZN)	1.3	$3.7M	+3%	17k	219.39	View chart
Check PT Software F Common Stock (CHKP)	1.3	$3.6M		20k	186.70	View chart
Dropbox Inc Class A Common Stock (DBX)	1.2	$3.6M		121k	30.04	View chart
Williams Cos Common Stock (WMB)	1.2	$3.6M		67k	54.12	View chart
Vanguard Small Cap Value ETF Etf (VBR)	1.2	$3.6M	+7%	18k	198.18	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	1.2	$3.6M	+5%	62k	57.41	View chart
NVR Common Stock (NVR)	1.2	$3.5M		429.00	8178.90	View chart
Booking Holdings Common Stock (BKNG)	1.2	$3.5M		700.00	4968.42	View chart
Altria Group Common Stock (MO)	1.2	$3.4M		64k	53.31	View chart
Wells Fargo & Co Common Stock (WFC)	1.2	$3.4M		48k	70.24	View chart
Progressive Common Stock (PGR)	1.1	$3.3M	-2%	14k	239.61	View chart
Procter & Gamble Common Stock (PG)	1.1	$3.2M	+5%	19k	167.65	View chart
Cisco Systems Common Stock (CSCO)	1.0	$3.1M	+2%	52k	59.20	View chart
Arch Cap Group LTD F Common Stock (ACGL)	1.0	$3.0M	-5%	33k	92.35	View chart
Bristol-Myers Squibb Common Stock (BMY)	1.0	$3.0M	+5%	53k	56.56	View chart
Wal-Mart Common Stock (WMT)	1.0	$3.0M		33k	90.56	View chart
Pultegroup Common Stock (PHM)	1.0	$2.9M	+2%	27k	109.12	View chart
Tesla Common Stock (TSLA)	1.0	$2.9M	NEW	7.2k	403.84	View chart
iShares Russell 2000 ETF Etf (IWM)	1.0	$2.8M		13k	220.96	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$2.5M	+10%	17k	144.62	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.9	$2.5M	+2%	35k	70.28	View chart
Abbvie Common Stock (ABBV)	0.8	$2.4M	+2%	14k	177.70	View chart
ExxonMobil Common Stock (XOM)	0.8	$2.3M	+61%	22k	107.57	View chart
CIGNA Corp Common Stock (CI)	0.8	$2.3M	-3%	8.4k	276.14	View chart
Vertex Pharmaceutical Common Stock (VRTX)	0.8	$2.3M	-18%	5.7k	402.70	View chart
Charles Schwab Corp Common Stock (SCHW)	0.7	$2.0M	-8%	27k	74.01	View chart
Bank Of America Corp Common Stock (BAC)	0.7	$2.0M	+12%	45k	43.95	View chart
Qualcomm Common Stock (QCOM)	0.7	$1.9M	+3%	13k	153.62	View chart
JPMorgan Global Select Equity ETF Etf (JGLO)	0.6	$1.9M	+20%	32k	60.04	View chart
Pepsico Common Stock (PEP)	0.6	$1.8M	-6%	12k	153.18	View chart
Baker Hughes Co. Class A Common Stock (BKR)	0.6	$1.8M		43k	41.02	View chart
EOG Resources Common Stock (EOG)	0.6	$1.7M	+28%	14k	122.58	View chart
Oracle Corp Common Stock (ORCL)	0.6	$1.7M		10k	166.64	View chart
Marathon Pete Corp Common Stock (MPC)	0.6	$1.7M	+13%	12k	139.50	View chart
Raytheon Technologies Common Stock (RTX)	0.6	$1.7M	-15%	14k	115.72	View chart
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN)	0.6	$1.6M	+8%	29k	57.10	View chart
CRH Public Limited Co F Common Stock (CRH)	0.5	$1.6M	-17%	17k	92.52	View chart
Dominion Energy Common Stock (D)	0.5	$1.6M	+5%	29k	53.86	View chart
JPMorgan Active Value ETF Etf (JAVA)	0.5	$1.6M	+11%	25k	63.30	View chart
Chevron Corp. Common Stock (CVX)	0.5	$1.5M	NEW	10k	144.84	View chart
Target Corp Common Stock (TGT)	0.5	$1.4M	NEW	11k	135.18	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.5	$1.4M		14k	103.30	View chart
Expeditors International of Washington Common Stock (EXPD)	0.5	$1.3M	-2%	12k	110.77	View chart
JPMorgan Active Growth ETF Etf (JGRO)	0.4	$1.2M	+11%	15k	81.03	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.4	$1.1M		10k	108.61	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.4	$1.1M		23k	47.82	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.4	$1.1M	-8%	30k	37.53	View chart
Verizon Common Stock (VZ)	0.3	$858k	-35%	21k	39.99	View chart
Citigroup Common Stock (C)	0.3	$845k	NEW	12k	70.39	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	0.3	$826k	-3%	14k	57.27	View chart
Lam Research Corp Common Stock (LRCX)	0.3	$746k	NEW	10k	72.45	View chart
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA)	0.2	$517k	+8%	14k	37.41	View chart
Truist Finl Corp Common Stock (TFC)	0.2	$505k	NEW	12k	43.38	View chart
Fox Corp Class A Common Stock (FOXA)	0.2	$502k	NEW	10k	48.58	View chart
Nintendo LTD F Common Stock (NTDOY)	0.2	$475k		32k	14.63	View chart
EQT Corp Common Stock (EQT)	0.2	$461k	NEW	10k	46.11	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$305k	NEW	11k	27.87	View chart
Pfizer Common Stock (PFE)	0.1	$271k	-54%	10k	26.53	View chart
Applied Energetics Common Stock (AERG)	0.0	$58k	+20%	90k	0.64	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 Q4 filed Feb. 13, 2025
3Chopt Investment Partners 2024 Q3 filed Nov. 15, 2024
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

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