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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 39.14% of 3Chopt Investment Partners's stock portfolio.
Added to shares of these 10 stocks: AVGO, LLY, GOOGL, NVDA, CMG, CRH, BBUS, BMY, QCOM, JAVA.
Reduced shares in these 10 stocks: CVX, , NVR, MGC, , LH, , META, NSC, .
Sold out of its positions in ABT, ADBE, APD, AEP, AXP, AIG, AMP, ADI, ELV, ARM.
3Chopt Investment Partners was a net seller of stock by $-60M.
3Chopt Investment Partners has $280M in assets under management (AUM), dropping by -14.61%.
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 70 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&P 500 ETF Etf (VOO)	16.7	$47M		88k	529.31	View chart
Vanguard Small Cap ETF Etf (VB)	7.8	$22M	-5%	91k	237.91	View chart
Nvidia Corp Common Stock (NVDA)	6.9	$19M	+6%	160k	121.45	View chart
Apple Common Stock (AAPL)	4.9	$14M	-2%	59k	233.00	View chart
Alphabet Inc. Class C Common Stock (GOOG)	2.8	$7.9M	-3%	47k	167.19	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.7	$7.7M		17k	460.26	View chart
Microsoft Common Stock (MSFT)	2.5	$7.0M		16k	430.31	View chart
Vistra Energy Corp Common Stock (VST)	2.2	$6.1M		51k	118.54	View chart
Meta Platforms Inc Class A Common Stock (META)	2.1	$5.8M	-17%	10k	572.44	View chart
Broadcom Common Stock (AVGO)	1.7	$4.9M	+891%	28k	172.50	View chart
Eli Lilly & Co. Common Stock (LLY)	1.6	$4.5M	+35%	5.1k	885.94	View chart
Philip Morris Intl Common Stock (PM)	1.5	$4.2M	-2%	35k	122.75	View chart
NVR Common Stock (NVR)	1.5	$4.2M	-25%	431.00	9811.80	View chart
McKesson Corp Common Stock (MCK)	1.4	$4.0M	-2%	8.2k	495.14	View chart
Merck & Co Common Stock (MRK)	1.4	$4.0M		35k	114.33	View chart
Arch Cap Group LTD F Common Stock (ACGL)	1.4	$3.8M	-2%	34k	111.88	View chart
Pultegroup Common Stock (PHM)	1.3	$3.7M		26k	143.73	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	1.3	$3.7M		59k	63.00	View chart
Check PT Software F Common Stock (CHKP)	1.3	$3.7M		19k	192.81	View chart
JPMorgan Chase Common Stock (JPM)	1.3	$3.7M		17k	210.86	View chart
Progressive Common Stock (PGR)	1.3	$3.6M		14k	253.76	View chart
Vanguard Small Cap Value ETF Etf (VBR)	1.2	$3.4M		17k	200.78	View chart
JPMorgan Betabuilders US Eqy ETF Etf (BBUS)	1.2	$3.4M	+14%	33k	103.58	View chart
Altria Group Common Stock (MO)	1.2	$3.3M	-3%	64k	52.06	View chart
Vertex Pharmaceutical Common Stock (VRTX)	1.2	$3.3M	-11%	7.0k	465.08	View chart
Procter & Gamble Common Stock (PG)	1.1	$3.2M		18k	173.20	View chart
Dropbox Inc Class A Common Stock (DBX)	1.1	$3.1M	+6%	121k	25.43	View chart
Williams Cos Common Stock (WMB)	1.1	$3.0M		67k	45.65	View chart
Amazon.com Common Stock (AMZN)	1.1	$3.0M		16k	186.33	View chart
CIGNA Corp Common Stock (CI)	1.1	$3.0M	-3%	8.7k	346.44	View chart
Booking Holdings Common Stock (BKNG)	1.1	$3.0M		703.00	4212.12	View chart
iShares Russell 2000 ETF Etf (IWM)	1.0	$2.8M		13k	220.89	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.0	$2.7M		34k	78.05	View chart
Wells Fargo & Co Common Stock (WFC)	1.0	$2.7M	+3%	47k	56.49	View chart
Cisco Systems Common Stock (CSCO)	1.0	$2.7M	-2%	50k	53.22	View chart
Abbvie Common Stock (ABBV)	0.9	$2.6M	+2%	13k	197.48	View chart
Wal-Mart Common Stock (WMT)	0.9	$2.6M		33k	80.75	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.9	$2.6M	+10%	50k	51.74	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$2.5M		16k	162.06	View chart
Pepsico Common Stock (PEP)	0.8	$2.2M		13k	170.05	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.7	$2.1M	+118%	13k	165.85	View chart
Qualcomm Common Stock (QCOM)	0.7	$2.1M	+12%	12k	170.05	View chart
Raytheon Technologies Common Stock (RTX)	0.7	$2.0M		17k	121.16	View chart
CRH Public Limited Co F Common Stock (CRH)	0.7	$1.9M	+35%	21k	92.74	View chart
Charles Schwab Corp Common Stock (SCHW)	0.7	$1.9M	-10%	29k	64.81	View chart
Oracle Corp Common Stock (ORCL)	0.6	$1.7M		10k	170.40	View chart
Marathon Pete Corp Common Stock (MPC)	0.6	$1.7M	+2%	11k	162.91	View chart
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN)	0.6	$1.7M	-5%	27k	63.01	View chart
JPMorgan Global Select Equity ETF Etf (JGLO)	0.6	$1.6M	+12%	26k	62.67	View chart
Chipotle Mexican GRL Common Stock (CMG)	0.6	$1.6M	+192%	29k	57.62	View chart
Expeditors International of Washington Common Stock (EXPD)	0.6	$1.6M	-2%	12k	131.40	View chart
Bank Of America Corp Common Stock (BAC)	0.6	$1.6M	+9%	40k	39.68	View chart
Dominion Energy Common Stock (D)	0.6	$1.6M		28k	57.79	View chart
ExxonMobil Common Stock (XOM)	0.6	$1.6M		14k	117.22	View chart
Baker Hughes Co. Class A Common Stock (BKR)	0.6	$1.6M		43k	36.15	View chart
Verizon Common Stock (VZ)	0.5	$1.5M		34k	44.91	View chart
JPMorgan Active Value ETF Etf (JAVA)	0.5	$1.4M	+18%	22k	64.07	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.5	$1.4M	-8%	33k	41.77	View chart
EOG Resources Common Stock (EOG)	0.5	$1.3M	-14%	11k	122.93	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.5	$1.3M		14k	96.52	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.4	$1.2M		24k	52.81	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.4	$1.1M		10k	107.66	View chart
JPMorgan Active Growth ETF Etf (JGRO)	0.4	$1.0M	-5%	13k	76.88	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.3	$868k	-8%	12k	74.14	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	0.3	$845k	-3%	15k	56.57	View chart
Pfizer Common Stock (PFE)	0.2	$646k		22k	28.94	View chart
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA)	0.2	$518k	-29%	13k	40.59	View chart
At&t Common Stock (T)	0.2	$466k	-48%	21k	22.00	View chart
Nintendo LTD F Common Stock (NTDOY)	0.2	$431k		32k	13.32	View chart
Applied Energetics Common Stock (AERG)	0.0	$69k		75k	0.92	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 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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