3Chopt Investment Partners
Latest statistics and disclosures from 3Chopt Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, NVDA, VB, AAPL, MSFT, and represent 30.11% of 3Chopt Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: LLY, KLAC, ADBE, BBUS, LRCX, CMI, JIRE, VICI, META, ROKU.
- Started 14 new stock positions in AMX, ROKU, JIVE, CDNS, ENB, AZO, SNA, AMD, JDIV, GSID. JIG, BA, VICI, CMI.
- Reduced shares in these 10 stocks: VOO, BMY, MRK, NVR, BRK.A, OC, , BBIN, VB, .
- Sold out of its positions in ELV, BSX, CMCSA, FIS, HCTI, ISRG, OC, PHM, ROP, TMUS.
- 3Chopt Investment Partners was a net seller of stock by $-8.1M.
- 3Chopt Investment Partners has $440M in assets under management (AUM), dropping by 5.68%.
- Central Index Key (CIK): 0001978521
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Portfolio Holdings for 3Chopt Investment Partners
3Chopt Investment Partners holds 230 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.5 | $50M | -8% | 82k | 614.12 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $27M | 145k | 186.59 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 5.5 | $24M | 95k | 255.08 |
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| Apple (AAPL) | 4.3 | $19M | 75k | 254.63 |
|
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| Microsoft Corporation (MSFT) | 2.7 | $12M | 23k | 517.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $11M | 46k | 243.55 |
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| Broadcom (AVGO) | 2.0 | $8.9M | 27k | 329.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $8.5M | +2% | 17k | 502.74 |
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| Vistra Energy (VST) | 1.9 | $8.2M | -4% | 42k | 195.92 |
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| Meta Platforms Cl A (META) | 1.9 | $8.2M | +3% | 11k | 734.38 |
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| McKesson Corporation (MCK) | 1.4 | $6.2M | 8.0k | 773.37 |
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| Philip Morris International (PM) | 1.4 | $6.1M | 37k | 162.20 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $5.7M | 18k | 315.43 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.3 | $5.6M | +9% | 46k | 120.66 |
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| Amazon (AMZN) | 1.2 | $5.4M | 25k | 219.57 |
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| Altria (MO) | 1.1 | $4.9M | 73k | 67.12 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $4.9M | 68k | 71.37 |
|
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| Wells Fargo & Company (WFC) | 1.0 | $4.4M | 53k | 83.82 |
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| Booking Holdings (BKNG) | 1.0 | $4.3M | 799.00 | 5399.27 |
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| Williams Companies (WMB) | 1.0 | $4.3M | 67k | 63.35 |
|
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| Check Point Software Tech Lt Ord (CHKP) | 1.0 | $4.2M | +3% | 20k | 206.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.1M | 17k | 243.10 |
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| Johnson & Johnson (JNJ) | 0.9 | $4.1M | 22k | 185.42 |
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| Dropbox Cl A (DBX) | 0.9 | $4.0M | 132k | 30.21 |
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| Eli Lilly & Co. (LLY) | 0.9 | $3.8M | +39% | 4.9k | 763.00 |
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| Cisco Systems (CSCO) | 0.9 | $3.7M | 55k | 68.42 |
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| Abbvie (ABBV) | 0.8 | $3.6M | +2% | 15k | 231.54 |
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| Wal-Mart Stores (WMT) | 0.8 | $3.5M | 34k | 103.06 |
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| Tesla Motors (TSLA) | 0.8 | $3.4M | 7.7k | 444.72 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $3.3M | -3% | 16k | 209.64 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.7 | $3.3M | 48k | 67.90 |
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| Progressive Corporation (PGR) | 0.7 | $3.2M | 13k | 246.95 |
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| Qualcomm (QCOM) | 0.7 | $3.2M | +2% | 19k | 166.36 |
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| Norfolk Southern (NSC) | 0.7 | $3.2M | 11k | 300.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $2.8M | 12k | 241.96 |
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| Oracle Corporation (ORCL) | 0.6 | $2.7M | 9.8k | 281.24 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.7M | -2% | 24k | 112.75 |
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| Arch Cap Group Ord (ACGL) | 0.6 | $2.7M | -3% | 29k | 90.73 |
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| Procter & Gamble Company (PG) | 0.6 | $2.6M | -7% | 17k | 153.65 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $2.6M | 30k | 87.31 |
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| Gilead Sciences (GILD) | 0.6 | $2.6M | +6% | 24k | 111.00 |
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| Bank of America Corporation (BAC) | 0.6 | $2.6M | 51k | 51.59 |
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| Capital One Financial (COF) | 0.6 | $2.5M | -8% | 12k | 212.58 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $2.4M | 14k | 167.33 |
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| NVR (NVR) | 0.5 | $2.4M | -26% | 298.00 | 8034.66 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.3M | -25% | 3.00 | 754200.00 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $2.2M | +10% | 3.9k | 568.81 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $2.2M | 23k | 95.47 |
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| Cigna Corp (CI) | 0.5 | $2.2M | 7.6k | 288.25 |
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| Marathon Petroleum Corp (MPC) | 0.5 | $2.1M | 11k | 192.74 |
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| McDonald's Corporation (MCD) | 0.5 | $2.1M | 6.8k | 303.89 |
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| Baker Hughes Company Cl A (BKR) | 0.5 | $2.1M | 43k | 48.72 |
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| Chevron Corporation (CVX) | 0.5 | $2.0M | +6% | 13k | 155.29 |
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| Ishares Tr Global Equity (GLOF) | 0.5 | $2.0M | 38k | 51.62 |
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| Pepsi (PEP) | 0.4 | $2.0M | 14k | 140.44 |
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| American Express Company (AXP) | 0.4 | $1.9M | -6% | 5.7k | 332.16 |
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| Merck & Co (MRK) | 0.4 | $1.9M | -34% | 22k | 84.75 |
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| EOG Resources (EOG) | 0.4 | $1.8M | +3% | 16k | 112.12 |
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| Dominion Resources (D) | 0.4 | $1.8M | -8% | 29k | 61.17 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.8M | +32% | 13k | 134.15 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.7M | -9% | 4.4k | 391.64 |
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| Vanguard World Mega Cap Index (MGC) | 0.4 | $1.6M | 6.7k | 244.67 |
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| Visa Com Cl A (V) | 0.4 | $1.6M | 4.8k | 341.38 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $1.6M | 14k | 120.50 |
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| Kla Corp Com New (KLAC) | 0.4 | $1.6M | +150% | 1.4k | 1078.60 |
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| Citigroup Com New (C) | 0.4 | $1.5M | -3% | 15k | 101.50 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.4 | $1.5M | +2% | 22k | 68.96 |
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| CF Industries Holdings (CF) | 0.3 | $1.5M | +11% | 17k | 89.70 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.5M | +65% | 4.2k | 352.75 |
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| Home Depot (HD) | 0.3 | $1.5M | 3.6k | 405.19 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.5M | 2.2k | 668.01 |
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| Cbre Group Cl A (CBRE) | 0.3 | $1.5M | 9.2k | 157.56 |
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| Expeditors International of Washington (EXPD) | 0.3 | $1.5M | 12k | 122.59 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.3 | $1.4M | +2% | 15k | 93.75 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $1.4M | -2% | 5.0k | 287.06 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.4M | 2.3k | 609.34 |
|
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| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | -3% | 1.4k | 925.63 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | -2% | 9.2k | 140.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.3M | 4.4k | 294.77 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.3M | -8% | 21k | 59.92 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $1.3M | +36% | 17k | 73.54 |
|
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.3 | $1.2M | -25% | 18k | 70.13 |
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| Applied Materials (AMAT) | 0.3 | $1.2M | +2% | 6.0k | 204.74 |
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| O'reilly Automotive (ORLY) | 0.3 | $1.2M | 11k | 107.81 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.2M | -57% | 27k | 45.10 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.1M | 10k | 110.59 |
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| Honeywell International (HON) | 0.2 | $1.1M | 5.2k | 210.50 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | -4% | 16k | 66.85 |
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| Nextera Energy (NEE) | 0.2 | $1.1M | 14k | 75.49 |
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| Fox Corp Cl A Com (FOXA) | 0.2 | $1.1M | +13% | 17k | 63.06 |
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| Ge Aerospace Com New (GE) | 0.2 | $967k | 3.2k | 301.18 |
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| Deere & Company (DE) | 0.2 | $947k | -5% | 2.1k | 458.88 |
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| Caterpillar (CAT) | 0.2 | $946k | 2.0k | 477.15 |
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| salesforce (CRM) | 0.2 | $928k | +22% | 3.9k | 237.42 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $922k | 7.1k | 130.28 |
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| Micron Technology (MU) | 0.2 | $891k | 5.3k | 167.32 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $862k | -20% | 1.7k | 499.28 |
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| Corning Incorporated (GLW) | 0.2 | $833k | +3% | 10k | 82.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $824k | +2% | 3.8k | 216.65 |
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| Walt Disney Company (DIS) | 0.2 | $814k | 7.1k | 114.50 |
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| UnitedHealth (UNH) | 0.2 | $807k | +44% | 2.3k | 345.30 |
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| International Business Machines (IBM) | 0.2 | $793k | -4% | 2.8k | 282.16 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $786k | 6.4k | 123.75 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $768k | -19% | 2.4k | 314.47 |
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| Blackrock (BLK) | 0.2 | $756k | +3% | 648.00 | 1165.98 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $754k | -8% | 4.1k | 183.75 |
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| Abbott Laboratories (ABT) | 0.2 | $751k | 5.6k | 133.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $751k | 8.0k | 93.37 |
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| TJX Companies (TJX) | 0.2 | $740k | -2% | 5.1k | 144.54 |
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| Cintas Corporation (CTAS) | 0.2 | $735k | 3.6k | 205.26 |
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| Lowe's Companies (LOW) | 0.2 | $733k | 2.9k | 251.31 |
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| Danaher Corporation (DHR) | 0.2 | $733k | 3.7k | 198.58 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $729k | -8% | 5.8k | 125.66 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $721k | 3.8k | 189.70 |
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| eBay (EBAY) | 0.2 | $690k | +22% | 7.6k | 90.95 |
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| Synchrony Financial (SYF) | 0.2 | $682k | +10% | 9.6k | 71.05 |
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| W.W. Grainger (GWW) | 0.2 | $665k | -5% | 698.00 | 952.96 |
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| Truist Financial Corp equities (TFC) | 0.2 | $664k | -16% | 15k | 45.72 |
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| Morgan Stanley Com New (MS) | 0.1 | $627k | 3.9k | 158.96 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $620k | -14% | 1.8k | 346.37 |
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| Expedia Group Com New (EXPE) | 0.1 | $617k | -4% | 2.9k | 213.75 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $612k | 5.2k | 118.83 |
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| Paychex (PAYX) | 0.1 | $605k | -3% | 4.8k | 126.76 |
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| General Dynamics Corporation (GD) | 0.1 | $599k | +7% | 1.8k | 341.00 |
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| Southern Company (SO) | 0.1 | $593k | 6.3k | 94.77 |
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| Equinix (EQIX) | 0.1 | $587k | -4% | 750.00 | 783.24 |
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| Tapestry (TPR) | 0.1 | $582k | +18% | 5.1k | 113.22 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $578k | -19% | 9.2k | 62.97 |
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| CRH Ord (CRH) | 0.1 | $578k | -13% | 4.8k | 119.90 |
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| L3harris Technologies (LHX) | 0.1 | $568k | 1.9k | 305.41 |
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| Netflix (NFLX) | 0.1 | $566k | 472.00 | 1198.92 |
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| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $559k | +4% | 12k | 47.55 |
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| EQT Corporation (EQT) | 0.1 | $550k | 10k | 54.43 |
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| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.1 | $535k | -10% | 7.9k | 67.77 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $520k | 9.6k | 54.18 |
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| Goldman Sachs (GS) | 0.1 | $514k | 646.00 | 796.35 |
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| Air Products & Chemicals (APD) | 0.1 | $514k | -5% | 1.9k | 272.72 |
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| Target Corporation (TGT) | 0.1 | $512k | -28% | 5.7k | 89.70 |
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| Ameriprise Financial (AMP) | 0.1 | $511k | +6% | 1.0k | 491.25 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $509k | -4% | 1.7k | 298.28 |
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| Verizon Communications (VZ) | 0.1 | $496k | -11% | 11k | 43.95 |
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| Zoom Communications Cl A (ZM) | 0.1 | $495k | 6.0k | 82.50 |
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| Dell Technologies CL C (DELL) | 0.1 | $482k | 3.4k | 141.77 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $474k | 9.9k | 47.94 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $472k | +4% | 7.2k | 65.92 |
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| Ge Vernova (GEV) | 0.1 | $469k | -2% | 762.00 | 614.90 |
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| S&p Global (SPGI) | 0.1 | $465k | +6% | 955.00 | 486.71 |
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| Intuit (INTU) | 0.1 | $460k | 673.00 | 682.91 |
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| Analog Devices (ADI) | 0.1 | $445k | +11% | 1.8k | 245.70 |
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| Hca Holdings (HCA) | 0.1 | $444k | 1.0k | 426.20 |
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| Trane Technologies SHS (TT) | 0.1 | $441k | +3% | 1.0k | 421.96 |
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| Universal Corporation (UVV) | 0.1 | $436k | 7.8k | 55.87 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $435k | +6% | 2.0k | 219.55 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $427k | +5% | 2.3k | 182.42 |
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| Post Holdings Inc Common (POST) | 0.1 | $416k | -38% | 3.9k | 107.48 |
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| Chubb (CB) | 0.1 | $411k | -2% | 1.5k | 283.22 |
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| Corteva (CTVA) | 0.1 | $411k | +3% | 6.1k | 67.63 |
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| PNC Financial Services (PNC) | 0.1 | $404k | +4% | 2.0k | 200.93 |
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| American Electric Power Company (AEP) | 0.1 | $400k | 3.6k | 112.50 |
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| Textron (TXT) | 0.1 | $397k | -11% | 4.7k | 84.51 |
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| F5 Networks (FFIV) | 0.1 | $389k | 1.2k | 323.19 |
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| Fastenal Company (FAST) | 0.1 | $386k | +7% | 7.9k | 49.04 |
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| Cummins (CMI) | 0.1 | $375k | NEW | 888.00 | 422.37 |
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| Automatic Data Processing (ADP) | 0.1 | $372k | +13% | 1.3k | 295.04 |
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| Starbucks Corporation (SBUX) | 0.1 | $367k | +5% | 4.3k | 84.59 |
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| NiSource (NI) | 0.1 | $359k | 8.3k | 43.30 |
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| Amgen (AMGN) | 0.1 | $357k | -9% | 1.3k | 282.20 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $355k | 1.8k | 195.86 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $354k | -20% | 4.2k | 84.68 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $350k | +13% | 721.00 | 485.42 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $347k | -6% | 8.9k | 39.19 |
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| Constellation Energy (CEG) | 0.1 | $346k | 1.1k | 329.07 |
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| RPM International (RPM) | 0.1 | $345k | 2.9k | 117.88 |
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| Linde SHS (LIN) | 0.1 | $314k | +10% | 660.00 | 475.00 |
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| Corebridge Finl (CRBG) | 0.1 | $311k | 9.7k | 32.05 |
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| Vici Pptys (VICI) | 0.1 | $308k | NEW | 9.4k | 32.82 |
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| Emerson Electric (EMR) | 0.1 | $306k | -9% | 2.3k | 131.18 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $306k | 1.3k | 228.74 |
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| Waste Management (WM) | 0.1 | $305k | -16% | 1.4k | 220.83 |
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| American Intl Group Com New (AIG) | 0.1 | $298k | -2% | 3.8k | 78.54 |
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| Travelers Companies (TRV) | 0.1 | $294k | -3% | 1.1k | 279.22 |
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| Colgate-Palmolive Company (CL) | 0.1 | $294k | 3.7k | 79.94 |
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| Huntington Ingalls Inds (HII) | 0.1 | $286k | 994.00 | 287.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $283k | 471.00 | 601.06 |
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| Roku Com Cl A (ROKU) | 0.1 | $276k | NEW | 2.8k | 100.13 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $275k | +5% | 1.7k | 158.97 |
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| Allstate Corporation (ALL) | 0.1 | $273k | +3% | 1.3k | 215.64 |
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| FedEx Corporation (FDX) | 0.1 | $272k | 1.1k | 237.26 |
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| 3M Company (MMM) | 0.1 | $271k | -3% | 1.7k | 155.18 |
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| Williams-Sonoma (WSM) | 0.1 | $259k | -40% | 1.3k | 195.45 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $258k | -41% | 1.0k | 246.60 |
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| Pfizer (PFE) | 0.1 | $256k | +20% | 10k | 25.48 |
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| Advanced Micro Devices (AMD) | 0.1 | $253k | NEW | 1.6k | 161.79 |
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| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.1 | $250k | +2% | 4.2k | 59.00 |
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| Cadence Design Systems (CDNS) | 0.1 | $249k | NEW | 709.00 | 351.26 |
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| Fiserv (FI) | 0.1 | $247k | -11% | 1.9k | 128.93 |
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| Servicenow (NOW) | 0.1 | $242k | +9% | 263.00 | 920.28 |
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| At&t (T) | 0.1 | $240k | +12% | 8.5k | 28.24 |
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| Autodesk (ADSK) | 0.1 | $238k | 748.00 | 317.67 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $236k | 5.0k | 47.50 |
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| Uber Technologies (UBER) | 0.1 | $236k | 2.4k | 97.97 |
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| AutoZone (AZO) | 0.1 | $227k | NEW | 53.00 | 4290.25 |
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| Snap-on Incorporated (SNA) | 0.1 | $227k | NEW | 654.00 | 346.53 |
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| Union Pacific Corporation (UNP) | 0.1 | $226k | -5% | 958.00 | 236.37 |
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| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $222k | 3.3k | 66.61 |
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| Enbridge (ENB) | 0.0 | $218k | NEW | 4.3k | 50.46 |
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| Prudential Financial (PRU) | 0.0 | $216k | 2.1k | 103.74 |
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| Eaton Corp SHS (ETN) | 0.0 | $214k | 573.00 | 374.25 |
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| Crown Castle Intl (CCI) | 0.0 | $213k | -17% | 2.2k | 96.49 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $207k | 3.6k | 57.10 |
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| Wabtec Corporation (WAB) | 0.0 | $205k | 1.0k | 200.47 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $202k | 2.2k | 93.61 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $202k | NEW | 9.6k | 21.00 |
|
| Boeing Company (BA) | 0.0 | $201k | NEW | 931.00 | 215.73 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $198k | 1.4k | 137.81 |
|
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.0 | $189k | NEW | 2.5k | 75.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $161k | +11% | 793.00 | 203.59 |
|
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.0 | $158k | NEW | 2.1k | 75.34 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $146k | 1.0k | 145.65 |
|
|
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $139k | 1.9k | 74.09 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $114k | -4% | 1.7k | 65.26 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $86k | 485.00 | 176.81 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $69k | 369.00 | 187.43 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $60k | 181.00 | 329.08 |
|
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.0 | $54k | NEW | 813.00 | 66.57 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $52k | 580.00 | 89.64 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $23k | +19% | 398.00 | 57.52 |
|
| J P Morgan Exchange Traded F Divid Leaders Et (JDIV) | 0.0 | $6.0k | NEW | 112.00 | 53.76 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.7k | 14.00 | 118.43 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $477.999500 | 11.00 | 43.45 |
|
Past Filings by 3Chopt Investment Partners
SEC 13F filings are viewable for 3Chopt Investment Partners going back to 2023
- 3Chopt Investment Partners 2025 Q3 filed Oct. 20, 2025
- 3Chopt Investment Partners 2025 Q2 filed July 24, 2025
- 3Chopt Investment Partners 2025 Q1 filed April 24, 2025
- 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