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, GOOG, and represent 30.94% of 3Chopt Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO, META, VONV, LRCX, VB, MA, BKNG, PM, KLAC, SU.
- Started 13 new stock positions in INCY, JADE, ISRG, PLUG, VONV, AI, TMUS, APH, JFLI, ELV. SU, QUBT, IDXX.
- Reduced shares in these 10 stocks: AAPL, GOOGL, LLY, AMZN, EOG, BMY, ADBE, VST, SMCI, FFIV.
- Sold out of its positions in T, AMX, AZO, BA, CCI, FFIV, FI, SHAK, SMCI, UBER. WSM, ETN.
- 3Chopt Investment Partners was a net seller of stock by $-3.0M.
- 3Chopt Investment Partners has $446M in assets under management (AUM), dropping by 1.55%.
- Central Index Key (CIK): 0001978521
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Portfolio Holdings for 3Chopt Investment Partners
3Chopt Investment Partners holds 231 positions in its portfolio as reported in the December 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) | 11.9 | $53M | +3% | 85k | 627.13 |
|
| NVIDIA Corporation (NVDA) | 6.0 | $27M | 144k | 186.50 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.6 | $25M | +2% | 97k | 257.95 |
|
| Apple (AAPL) | 4.1 | $18M | -10% | 67k | 271.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $15M | 47k | 313.80 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $11M | +2% | 23k | 483.63 |
|
| Broadcom (AVGO) | 2.1 | $9.3M | 27k | 346.10 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $8.3M | -2% | 17k | 502.65 |
|
| Meta Platforms Cl A (META) | 1.8 | $8.2M | +10% | 12k | 660.09 |
|
| Philip Morris International (PM) | 1.5 | $6.5M | +7% | 40k | 161.87 |
|
| McKesson Corporation (MCK) | 1.4 | $6.5M | 7.9k | 821.12 |
|
|
| Vistra Energy (VST) | 1.4 | $6.2M | -7% | 39k | 161.33 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.3 | $6.0M | +4% | 48k | 123.31 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $5.8M | 18k | 322.22 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $5.2M | +3% | 71k | 73.56 |
|
| Booking Holdings (BKNG) | 1.1 | $4.8M | +11% | 892.00 | 5355.33 |
|
| Wells Fargo & Company (WFC) | 1.1 | $4.7M | -4% | 51k | 93.20 |
|
| Amazon (AMZN) | 1.0 | $4.7M | -17% | 20k | 230.82 |
|
| Johnson & Johnson (JNJ) | 1.0 | $4.6M | 22k | 206.95 |
|
|
| Altria (MO) | 1.0 | $4.3M | 74k | 58.72 |
|
|
| Cisco Systems (CSCO) | 0.9 | $4.2M | 55k | 77.03 |
|
|
| Williams Companies (WMB) | 0.9 | $4.0M | 67k | 60.11 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $3.9M | -27% | 3.6k | 1074.68 |
|
| Wal-Mart Stores (WMT) | 0.8 | $3.8M | 34k | 111.64 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.8 | $3.7M | 20k | 185.56 |
|
|
| Tesla Motors (TSLA) | 0.8 | $3.6M | +3% | 8.0k | 449.72 |
|
| Abbvie (ABBV) | 0.8 | $3.5M | 16k | 228.49 |
|
|
| Dropbox Cl A (DBX) | 0.8 | $3.5M | -3% | 127k | 27.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.4M | -34% | 11k | 313.00 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $3.4M | 16k | 211.79 |
|
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.7 | $3.3M | 48k | 68.15 |
|
|
| Qualcomm (QCOM) | 0.7 | $3.1M | -4% | 18k | 171.05 |
|
| Norfolk Southern (NSC) | 0.7 | $3.0M | 10k | 288.71 |
|
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| Progressive Corporation (PGR) | 0.7 | $2.9M | 13k | 227.72 |
|
|
| Gilead Sciences (GILD) | 0.6 | $2.9M | 24k | 122.74 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $2.8M | 12k | 246.16 |
|
|
| Capital One Financial (COF) | 0.6 | $2.8M | 12k | 242.36 |
|
|
| Lam Research Corp Com New (LRCX) | 0.6 | $2.8M | +24% | 16k | 171.43 |
|
| Bank of America Corporation (BAC) | 0.6 | $2.8M | 51k | 55.00 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.7M | +22% | 4.8k | 570.88 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.7M | -5% | 23k | 120.34 |
|
| Arch Cap Group Ord (ACGL) | 0.6 | $2.7M | -3% | 28k | 95.92 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $2.7M | 30k | 89.46 |
|
|
| Raytheon Technologies Corp (RTX) | 0.6 | $2.6M | 14k | 183.40 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $2.4M | -2% | 17k | 143.31 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $2.4M | +3% | 24k | 99.91 |
|
| Merck & Co (MRK) | 0.5 | $2.3M | -3% | 22k | 106.09 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.3M | 3.00 | 754800.00 |
|
|
| Kla Corp Com New (KLAC) | 0.5 | $2.2M | +26% | 1.8k | 1215.08 |
|
| Pepsi (PEP) | 0.5 | $2.2M | +6% | 15k | 144.73 |
|
| McDonald's Corporation (MCD) | 0.5 | $2.1M | 6.8k | 305.63 |
|
|
| American Express Company (AXP) | 0.5 | $2.1M | 5.6k | 369.95 |
|
|
| NVR (NVR) | 0.5 | $2.0M | -5% | 281.00 | 7292.77 |
|
| Ishares Tr Global Equity (GLOF) | 0.5 | $2.0M | 39k | 52.78 |
|
|
| Cigna Corp (CI) | 0.4 | $2.0M | -3% | 7.3k | 275.23 |
|
| Oracle Corporation (ORCL) | 0.4 | $2.0M | +2% | 10k | 194.91 |
|
| Baker Hughes Company Cl A (BKR) | 0.4 | $1.9M | 43k | 45.54 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.9M | -5% | 4.2k | 453.36 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $1.9M | +3% | 12k | 162.63 |
|
| Chevron Corporation (CVX) | 0.4 | $1.9M | -5% | 12k | 152.40 |
|
| Visa Com Cl A (V) | 0.4 | $1.8M | +6% | 5.1k | 350.71 |
|
| Citigroup Com New (C) | 0.4 | $1.7M | -2% | 15k | 116.69 |
|
| Expeditors International of Washington (EXPD) | 0.4 | $1.7M | -3% | 11k | 149.01 |
|
| Vanguard World Mega Cap Index (MGC) | 0.4 | $1.7M | 6.7k | 251.17 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $1.6M | 14k | 121.75 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.4 | $1.6M | 23k | 71.72 |
|
|
| Micron Technology (MU) | 0.4 | $1.6M | +3% | 5.5k | 285.52 |
|
| Cbre Group Cl A (CBRE) | 0.3 | $1.6M | +4% | 9.7k | 160.79 |
|
| Applied Materials (AMAT) | 0.3 | $1.5M | 6.0k | 256.99 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.3 | $1.5M | +4% | 16k | 92.80 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.5M | 2.2k | 683.91 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.5M | +12% | 24k | 62.47 |
|
| Dominion Resources (D) | 0.3 | $1.5M | -13% | 25k | 58.59 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $1.4M | +9% | 19k | 74.88 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | 9.2k | 143.52 |
|
|
| Northrop Grumman Corporation (NOC) | 0.3 | $1.3M | 2.3k | 570.24 |
|
|
| Home Depot (HD) | 0.3 | $1.3M | +2% | 3.7k | 344.10 |
|
| Coca-Cola Company (KO) | 0.3 | $1.3M | +14% | 18k | 69.91 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.3M | 4.4k | 290.22 |
|
|
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.3 | $1.2M | -2% | 17k | 72.32 |
|
| Labcorp Holdings Com Shs (LH) | 0.3 | $1.2M | -3% | 4.8k | 250.88 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.2M | 1.4k | 862.34 |
|
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| Fox Corp Cl A Com (FOXA) | 0.3 | $1.2M | -3% | 16k | 73.07 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.1M | 10k | 113.72 |
|
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| Nextera Energy (NEE) | 0.3 | $1.1M | 14k | 80.28 |
|
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| Caterpillar (CAT) | 0.3 | $1.1M | 2.0k | 572.87 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.0M | 11k | 91.21 |
|
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| Cintas Corporation (CTAS) | 0.2 | $1.0M | +52% | 5.5k | 188.07 |
|
| Honeywell International (HON) | 0.2 | $1.0M | 5.2k | 195.09 |
|
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| Ge Aerospace Com New (GE) | 0.2 | $988k | 3.2k | 308.39 |
|
|
| CF Industries Holdings (CF) | 0.2 | $958k | -25% | 12k | 77.34 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $937k | 7.1k | 132.37 |
|
|
| Danaher Corporation (DHR) | 0.2 | $932k | +10% | 4.1k | 229.24 |
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| Deere & Company (DE) | 0.2 | $909k | -5% | 1.9k | 467.19 |
|
| UnitedHealth (UNH) | 0.2 | $902k | +16% | 2.7k | 330.13 |
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| Corning Incorporated (GLW) | 0.2 | $897k | 10k | 87.56 |
|
|
| Expedia Group Com New (EXPE) | 0.2 | $883k | +8% | 3.1k | 283.31 |
|
| International Business Machines (IBM) | 0.2 | $866k | +4% | 2.9k | 296.21 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $857k | 2.4k | 354.52 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $848k | 3.9k | 219.78 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $832k | 1.7k | 483.74 |
|
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| EOG Resources (EOG) | 0.2 | $813k | -51% | 7.7k | 105.01 |
|
| TJX Companies (TJX) | 0.2 | $788k | 5.1k | 153.61 |
|
|
| salesforce (CRM) | 0.2 | $787k | -24% | 3.0k | 265.33 |
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| Synchrony Financial (SYF) | 0.2 | $771k | -3% | 9.2k | 83.43 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $767k | 8.0k | 96.03 |
|
|
| Walt Disney Company (DIS) | 0.2 | $763k | -6% | 6.7k | 114.55 |
|
| Abbott Laboratories (ABT) | 0.2 | $735k | +4% | 5.9k | 125.29 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $733k | 6.3k | 117.21 |
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|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $728k | 3.8k | 191.56 |
|
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| Truist Financial Corp equities (TFC) | 0.2 | $724k | 15k | 49.21 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $720k | NEW | 7.8k | 92.30 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $716k | -51% | 2.0k | 349.99 |
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| CRH Ord (CRH) | 0.2 | $713k | +18% | 5.7k | 124.80 |
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| Lowe's Companies (LOW) | 0.2 | $706k | 2.9k | 241.18 |
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| Morgan Stanley Com New (MS) | 0.2 | $703k | 4.0k | 177.53 |
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| W.W. Grainger (GWW) | 0.2 | $689k | -2% | 683.00 | 1009.05 |
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| Blackrock (BLK) | 0.2 | $670k | -3% | 626.00 | 1070.55 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $665k | -6% | 3.8k | 173.49 |
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| Bristol Myers Squibb (BMY) | 0.1 | $655k | -54% | 12k | 53.94 |
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| Tapestry (TPR) | 0.1 | $644k | -2% | 5.0k | 127.77 |
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| Zoom Communications Cl A (ZM) | 0.1 | $626k | +20% | 7.3k | 86.29 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $619k | 5.2k | 120.18 |
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| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $616k | +7% | 13k | 49.00 |
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| General Dynamics Corporation (GD) | 0.1 | $607k | +2% | 1.8k | 336.66 |
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| Goldman Sachs (GS) | 0.1 | $599k | +5% | 681.00 | 879.00 |
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| S&p Global (SPGI) | 0.1 | $598k | +19% | 1.1k | 522.59 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $595k | 5.8k | 102.15 |
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| Equinix (EQIX) | 0.1 | $591k | +2% | 771.00 | 766.16 |
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| eBay (EBAY) | 0.1 | $580k | -12% | 6.7k | 87.10 |
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| Analog Devices (ADI) | 0.1 | $576k | +17% | 2.1k | 271.20 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $574k | -2% | 1.7k | 329.52 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $569k | 1.7k | 336.47 |
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| Ameriprise Financial (AMP) | 0.1 | $557k | +9% | 1.1k | 490.34 |
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| L3harris Technologies (LHX) | 0.1 | $550k | 1.9k | 293.57 |
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| Corteva (CTVA) | 0.1 | $549k | +34% | 8.2k | 67.03 |
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| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.1 | $548k | +2% | 8.1k | 67.67 |
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| EQT Corporation (EQT) | 0.1 | $546k | 10k | 53.60 |
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| Southern Company (SO) | 0.1 | $544k | 6.2k | 87.20 |
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| Intuit (INTU) | 0.1 | $544k | +21% | 821.00 | 662.42 |
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| Vici Pptys (VICI) | 0.1 | $535k | +99% | 19k | 28.58 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $518k | 9.6k | 53.76 |
|
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| Hca Holdings (HCA) | 0.1 | $513k | +5% | 1.1k | 466.86 |
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| Ge Vernova (GEV) | 0.1 | $498k | 762.00 | 653.57 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $498k | +3% | 7.4k | 67.22 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $483k | -3% | 8.9k | 54.33 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $473k | +4% | 2.1k | 227.55 |
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| Chubb (CB) | 0.1 | $462k | 1.5k | 313.22 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $462k | +11% | 2.6k | 177.75 |
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| Paychex (PAYX) | 0.1 | $461k | -14% | 4.1k | 112.17 |
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| Cummins (CMI) | 0.1 | $459k | 899.00 | 510.50 |
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| Netflix (NFLX) | 0.1 | $440k | +894% | 4.7k | 93.76 |
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| Dell Technologies CL C (DELL) | 0.1 | $428k | 3.4k | 125.88 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $419k | 723.00 | 579.88 |
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| PNC Financial Services (PNC) | 0.1 | $416k | 2.0k | 208.73 |
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| American Electric Power Company (AEP) | 0.1 | $414k | 3.6k | 115.31 |
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| Universal Corporation (UVV) | 0.1 | $412k | 7.8k | 52.75 |
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| Textron (TXT) | 0.1 | $411k | 4.7k | 87.19 |
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| Amgen (AMGN) | 0.1 | $410k | 1.3k | 327.31 |
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| Target Corporation (TGT) | 0.1 | $409k | -26% | 4.2k | 97.75 |
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| Suncor Energy (SU) | 0.1 | $405k | NEW | 9.1k | 44.36 |
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| Trane Technologies SHS (TT) | 0.1 | $399k | 1.0k | 389.20 |
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| Roku Com Cl A (ROKU) | 0.1 | $391k | +30% | 3.6k | 108.49 |
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| Constellation Energy (CEG) | 0.1 | $376k | 1.1k | 353.27 |
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| Advanced Micro Devices (AMD) | 0.1 | $371k | +10% | 1.7k | 214.16 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $370k | 4.1k | 90.00 |
|
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| Verizon Communications (VZ) | 0.1 | $364k | -20% | 8.9k | 40.73 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $361k | 1.8k | 199.68 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $361k | +28% | 1.3k | 268.30 |
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| Post Holdings Inc Common (POST) | 0.1 | $349k | -9% | 3.5k | 99.05 |
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| NiSource (NI) | 0.1 | $345k | 8.3k | 41.76 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $338k | +16% | 1.6k | 218.07 |
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| Huntington Ingalls Inds (HII) | 0.1 | $338k | 994.00 | 340.07 |
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| FedEx Corporation (FDX) | 0.1 | $337k | 1.2k | 290.29 |
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| American Intl Group Com New (AIG) | 0.1 | $327k | 3.8k | 85.55 |
|
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| Chipotle Mexican Grill (CMG) | 0.1 | $321k | -2% | 8.7k | 37.00 |
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| RPM International (RPM) | 0.1 | $311k | +2% | 3.0k | 104.00 |
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| Emerson Electric (EMR) | 0.1 | $307k | 2.3k | 132.72 |
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| Travelers Companies (TRV) | 0.1 | $307k | 1.1k | 290.06 |
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| Incyte Corporation (INCY) | 0.1 | $306k | NEW | 3.1k | 98.77 |
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| Fastenal Company (FAST) | 0.1 | $299k | -5% | 7.5k | 40.13 |
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| Air Products & Chemicals (APD) | 0.1 | $294k | -36% | 1.2k | 247.08 |
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| 3M Company (MMM) | 0.1 | $291k | +4% | 1.8k | 160.10 |
|
| Automatic Data Processing (ADP) | 0.1 | $291k | -10% | 1.1k | 259.21 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $290k | +73% | 1.4k | 210.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $289k | 471.00 | 614.31 |
|
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| Colgate-Palmolive Company (CL) | 0.1 | $286k | 3.6k | 79.02 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $283k | 1.7k | 164.22 |
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| Corebridge Finl (CRBG) | 0.1 | $266k | -9% | 8.8k | 30.17 |
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| Waste Management (WM) | 0.1 | $261k | -13% | 1.2k | 219.71 |
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| Allstate Corporation (ALL) | 0.1 | $259k | -2% | 1.2k | 209.16 |
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| Starbucks Corporation (SBUX) | 0.1 | $255k | -30% | 3.0k | 84.22 |
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| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.1 | $252k | -2% | 4.1k | 60.73 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $249k | NEW | 439.00 | 566.36 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $243k | 5.0k | 49.08 |
|
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| Prudential Financial (PRU) | 0.1 | $240k | +2% | 2.1k | 112.88 |
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| Snap-on Incorporated (SNA) | 0.1 | $232k | +3% | 674.00 | 344.60 |
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| Autodesk (ADSK) | 0.1 | $232k | +4% | 782.00 | 296.01 |
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| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $227k | 3.3k | 68.14 |
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| Metropcs Communications (TMUS) | 0.1 | $226k | NEW | 1.1k | 203.04 |
|
| Linde SHS (LIN) | 0.0 | $221k | -21% | 519.00 | 426.39 |
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| Wabtec Corporation (WAB) | 0.0 | $218k | 1.0k | 213.45 |
|
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| Pfizer (PFE) | 0.0 | $218k | -12% | 8.8k | 24.90 |
|
| Cadence Design Systems (CDNS) | 0.0 | $218k | 697.00 | 312.58 |
|
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.0 | $216k | +7% | 2.7k | 80.28 |
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| Anthem (ELV) | 0.0 | $207k | NEW | 589.00 | 350.55 |
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| Enbridge (ENB) | 0.0 | $206k | 4.3k | 47.83 |
|
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| IDEXX Laboratories (IDXX) | 0.0 | $204k | NEW | 301.00 | 676.53 |
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| Servicenow (NOW) | 0.0 | $202k | +402% | 1.3k | 153.19 |
|
| Union Pacific Corporation (UNP) | 0.0 | $202k | -9% | 871.00 | 231.32 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $201k | NEW | 1.5k | 135.52 |
|
| Plug Power Com New (PLUG) | 0.0 | $183k | NEW | 93k | 1.97 |
|
| C3 Ai Cl A (AI) | 0.0 | $170k | NEW | 13k | 13.48 |
|
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.0 | $166k | +7% | 2.3k | 73.34 |
|
| Quantum Computing (QUBT) | 0.0 | $162k | NEW | 16k | 10.26 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $149k | 1.0k | 148.69 |
|
|
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $141k | 1.9k | 74.69 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $120k | -40% | 849.00 | 141.01 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $115k | 1.7k | 66.00 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $113k | -45% | 2.0k | 57.67 |
|
| J P Morgan Exchange Traded F Flexible Income (JFLI) | 0.0 | $108k | NEW | 2.1k | 51.02 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $88k | 485.00 | 181.21 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $71k | 369.00 | 190.99 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $61k | 181.00 | 335.73 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $54k | 580.00 | 92.25 |
|
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.0 | $32k | -42% | 466.00 | 69.32 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $22k | -5% | 376.00 | 58.70 |
|
| J P Morgan Exchange Traded F Divid Leaders Et (JDIV) | 0.0 | $6.2k | +2% | 115.00 | 53.61 |
|
| J P Morgan Exchange Traded F Active Developin (JADE) | 0.0 | $5.3k | NEW | 85.00 | 62.87 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.7k | 14.00 | 120.93 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $485.999800 | 11.00 | 44.18 |
|
Past Filings by 3Chopt Investment Partners
SEC 13F filings are viewable for 3Chopt Investment Partners going back to 2023
- 3Chopt Investment Partners 2025 Q4 filed Feb. 10, 2026
- 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