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, AAPL, NVDA, GOOG, and represent 31.08% of 3Chopt Investment Partners's stock portfolio.
Added to shares of these 10 stocks: META, BBUS, VB, BKNG, AAPL, PEP, LMT, AMZN, VOO, LLY.
Started 110 new stock positions in BLDR, NSC, VO, TXN, IYW, TMO, LMT, META, BBUS, TFC.
Reduced shares in these 10 stocks: PNC, STLD, VZ, PFE, VEA, , D, IEMG, RGCO, CSX.
Sold out of its positions in CSX, USMV.
3Chopt Investment Partners was a net buyer of stock by $87M.
3Chopt Investment Partners has $272M in assets under management (AUM), dropping by 60.42%.
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 165 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&P 500 ETF Etf (VOO)	14.1	$38M	+5%	88k	436.80	View chart
Vanguard Small Cap ETF Etf (VB)	7.8	$21M	+13%	99k	213.33	View chart
Apple Common Stock (AAPL)	4.1	$11M	+26%	57k	192.53	View chart
Nvidia Corp Common Stock (NVDA)	2.7	$7.4M	+7%	15k	495.22	View chart
Alphabet Inc. Class C Common Stock (GOOG)	2.4	$6.5M	+31%	46k	140.93	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.2	$5.9M		17k	356.66	View chart
Microsoft Common Stock (MSFT)	1.9	$5.2M	+27%	14k	376.05	View chart
NVR Common Stock (NVR)	1.6	$4.3M	+8%	614.00	7000.45	View chart
McKesson Corp Common Stock (MCK)	1.5	$4.1M	-2%	8.8k	463.62	View chart
Merck & Co Common Stock (MRK)	1.4	$3.7M		34k	109.79	View chart
Broadcom Common Stock (AVGO)	1.3	$3.6M	+27%	3.3k	1116.25	View chart
Arch Cap Group LTD F Common Stock (ACGL)	1.2	$3.3M		44k	74.27	View chart
Vanguard Small Cap Value ETF Etf (VBR)	1.2	$3.2M	-7%	18k	179.97	View chart
Cisco Systems Common Stock (CSCO)	1.2	$3.2M		63k	50.52	View chart
Meta Platforms Inc Class A Common Stock (META)	1.1	$3.0M	NEW	8.5k	353.96	View chart
JPMorgan Chase Common Stock (JPM)	1.1	$2.9M		17k	170.10	View chart
Procter & Gamble Common Stock (PG)	1.1	$2.9M	+3%	20k	146.54	View chart
Check PT Software F Common Stock (CHKP)	1.0	$2.8M	+6%	19k	152.79	View chart
CIGNA Corp Common Stock (CI)	1.0	$2.8M		9.3k	299.45	View chart
Vertex Pharmaceutical Common Stock (VRTX)	1.0	$2.8M	+14%	6.8k	406.89	View chart
JPMorgan Betabuilders US Eqy ETF Etf (BBUS)	1.0	$2.6M	NEW	31k	85.89	View chart
iShares Russell 2000 ETF Etf (IWM)	1.0	$2.6M		13k	200.71	View chart
Philip Morris Intl Common Stock (PM)	0.9	$2.5M	+9%	26k	95.38	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	0.9	$2.5M	+23%	44k	56.14	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.9	$2.5M	-3%	57k	43.85	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.9	$2.4M	-2%	35k	70.35	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$2.4M	+3%	16k	156.74	View chart
Booking Holdings Common Stock (BKNG)	0.9	$2.4M	NEW	683.00	3547.22	View chart
Applied Energetics Common Stock (AERG)	0.9	$2.4M		1.1M	2.21	View chart
Progressive Common Stock (PGR)	0.9	$2.4M		15k	159.28	View chart
Altria Group Common Stock (MO)	0.9	$2.3M	+2%	57k	41.31	View chart
ExxonMobil Common Stock (XOM)	0.9	$2.3M	+4%	23k	99.98	View chart
Charles Schwab Corp Common Stock (SCHW)	0.9	$2.3M	-9%	34k	68.80	View chart
Williams Cos Common Stock (WMB)	0.9	$2.3M		67k	34.83	View chart
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN)	0.8	$2.3M	+48%	40k	56.93	View chart
Pepsico Common Stock (PEP)	0.8	$2.1M	NEW	13k	170.85	View chart
Vistra Energy Corp Common Stock (VST)	0.8	$2.1M	+142%	55k	38.52	View chart
Dropbox Inc Class A Common Stock (DBX)	0.8	$2.1M	+19%	71k	29.48	View chart
Lockheed Martin Corp Common Stock (LMT)	0.8	$2.1M	NEW	4.6k	453.27	View chart
Amazon.com Common Stock (AMZN)	0.8	$2.1M	NEW	14k	151.94	View chart
Wells Fargo & Co Common Stock (WFC)	0.7	$2.0M	+8%	41k	49.22	View chart
Eli Lilly & Co. Common Stock (LLY)	0.7	$2.0M	NEW	3.5k	582.92	View chart
Pultegroup Common Stock (PHM)	0.7	$1.9M	NEW	19k	103.42	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.6	$1.7M	-31%	35k	47.90	View chart
Wal-Mart Common Stock (WMT)	0.6	$1.6M	NEW	10k	158.22	View chart
Target Corp Common Stock (TGT)	0.6	$1.6M	-2%	11k	142.42	View chart
Lab Corp Of America Common Stock (LH)	0.6	$1.5M	NEW	6.8k	227.29	View chart
Tesla Common Stock (TSLA)	0.6	$1.5M	NEW	6.1k	248.48	View chart
Marathon Pete Corp Common Stock (MPC)	0.5	$1.5M	NEW	10k	148.36	View chart
Baker Hughes Co. Class A Common Stock (BKR)	0.5	$1.5M		44k	34.18	View chart
Chevron Corp. Common Stock (CVX)	0.5	$1.5M	NEW	9.9k	149.16	View chart
Expeditors International of Washington Common Stock (EXPD)	0.5	$1.5M	+5%	12k	127.20	View chart
Abbvie Common Stock (ABBV)	0.5	$1.4M	NEW	9.3k	154.97	View chart
Norfolk Southern Common Stock (NSC)	0.5	$1.4M	NEW	5.9k	236.38	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.5	$1.4M	+20%	27k	51.31	View chart
EOG Resources Common Stock (EOG)	0.5	$1.3M	NEW	11k	120.95	View chart
O'Reilly Automotive Common Stock (ORLY)	0.5	$1.3M	NEW	1.4k	950.08	View chart
Bank Of America Corp Common Stock (BAC)	0.4	$1.2M		35k	33.67	View chart
Raytheon Technologies Common Stock (RTX)	0.4	$1.2M	+2%	14k	84.14	View chart
Mastercard Inc Class A Common Stock (MA)	0.4	$1.2M	NEW	2.7k	426.51	View chart
Verizon Common Stock (VZ)	0.4	$1.2M	-42%	31k	37.70	View chart
Vanguard Mega Cap ETF Etf (MGC)	0.4	$1.1M	NEW	6.7k	169.28	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.4	$1.1M		10k	103.07	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.4	$1.1M	NEW	9.5k	111.63	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.4	$1.1M		14k	78.02	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$1.0M	NEW	2.2k	477.22	View chart
Home Depot Common Stock (HD)	0.4	$1.0M	NEW	2.9k	346.55	View chart
Vanguard Mid Cap ETF Etf (VO)	0.4	$1.0M	NEW	4.4k	232.64	View chart
Oracle Corp Common Stock (ORCL)	0.4	$1.0M	NEW	9.5k	105.43	View chart
Dominion Energy Common Stock (D)	0.4	$979k	-43%	21k	47.00	View chart
JPMorgan Active Growth ETF Etf (JGRO)	0.4	$971k	NEW	16k	61.10	View chart
Applied Materials Common Stock (AMAT)	0.3	$948k	NEW	5.8k	162.07	View chart
Autozone Common Stock (AZO)	0.3	$946k	NEW	366.00	2585.61	View chart
Lam Research Corp Common Stock (LRCX)	0.3	$924k	NEW	1.2k	785.10	View chart
Builders Firstsource Common Stock (BLDR)	0.3	$911k	NEW	5.5k	166.94	View chart
Lennar Corp Class A Common Stock (LEN)	0.3	$900k	NEW	6.0k	149.04	View chart
Accenture PLC F Class A Common Stock (ACN)	0.3	$889k	NEW	2.5k	350.91	View chart
Autodesk Common Stock (ADSK)	0.3	$885k	NEW	3.6k	243.48	View chart
Northrop Grumman Corp Common Stock (NOC)	0.3	$882k	NEW	1.9k	468.14	View chart
CBRE Group Inc Class A Common Stock (CBRE)	0.3	$881k	NEW	9.5k	93.09	View chart
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA)	0.3	$869k	+134%	24k	36.25	View chart
American Express Common Stock (AXP)	0.3	$851k	NEW	4.5k	187.34	View chart
Post Holdings Common Stock (POST)	0.3	$840k	NEW	9.5k	88.06	View chart
JPMorgan Active Value ETF Etf (JAVA)	0.3	$830k	NEW	15k	55.62	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.3	$816k	+4%	11k	72.86	View chart
Nucor Corp Common Stock (NUE)	0.3	$800k	NEW	4.6k	174.58	View chart
Visa Inc Class A Common Stock (V)	0.3	$779k	NEW	3.0k	260.35	View chart
Adobe Common Stock (ADBE)	0.3	$773k	NEW	1.3k	596.60	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	0.3	$756k	NEW	16k	47.87	View chart
UnitedHealth Group Common Stock (UNH)	0.3	$736k	NEW	1.4k	526.47	View chart
Texas Instruments Common Stock (TXN)	0.3	$735k	NEW	4.3k	170.46	View chart
Qualcomm Common Stock (QCOM)	0.3	$698k	NEW	4.8k	144.63	View chart
McDonald's Common Stock (MCD)	0.3	$685k	NEW	2.3k	296.51	View chart
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)	0.2	$667k	NEW	7.1k	94.22	View chart
Equinix Inc REIT Common Stock (EQIX)	0.2	$630k	NEW	782.00	805.39	View chart
Lowes Companies Common Stock (LOW)	0.2	$575k	NEW	2.6k	222.55	View chart
Willis Towers Watson P F Common Stock (WTW)	0.2	$556k	NEW	2.3k	242.04	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.2	$551k	NEW	3.9k	139.69	View chart
iShares Core S&P Small Cap ETF Etf (IJR)	0.2	$543k	NEW	5.0k	108.25	View chart
Honeywell Intl Common Stock (HON)	0.2	$535k	NEW	2.6k	209.71	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$533k	NEW	4.8k	110.07	View chart
Regeneron Pharms Common Stock (REGN)	0.2	$526k	NEW	599.00	878.29	View chart
Discover Financial Services Common Stock (DFS)	0.2	$508k	NEW	4.5k	112.40	View chart
CVS Health Corp Common Stock (CVS)	0.2	$501k	NEW	6.3k	78.96	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$498k	NEW	5.2k	96.01	View chart
Nestle S A F Common Stock (NSRGY)	0.2	$483k	NEW	4.2k	115.63	View chart
CF Industries Holdings Common Stock (CF)	0.2	$477k	NEW	6.0k	79.50	View chart
Cintas Corp Common Stock (CTAS)	0.2	$468k	NEW	777.00	602.66	View chart
Danaher Corp Common Stock (DHR)	0.2	$467k	NEW	2.0k	231.58	View chart
Textron Common Stock (TXT)	0.2	$463k	NEW	5.8k	80.44	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$453k	NEW	2.7k	170.40	View chart
Paychex Common Stock (PAYX)	0.2	$452k	NEW	3.8k	119.11	View chart
Walt Disney Common Stock (DIS)	0.2	$444k	NEW	4.9k	90.59	View chart
TJX Companies Common Stock (TJX)	0.2	$435k	NEW	4.6k	93.81	View chart
Micron Technology Common Stock (MU)	0.2	$427k	NEW	5.0k	85.46	View chart
BlackRock Common Stock (BLK)	0.2	$422k	NEW	520.00	811.80	View chart
Ameriprise Financial Common Stock (AMP)	0.2	$420k	NEW	1.1k	379.83	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$409k	NEW	4.2k	97.04	View chart
EQT Corp Common Stock (EQT)	0.1	$400k	-3%	10k	38.66	View chart
Chipotle Mexican GRL Common Stock (CMG)	0.1	$396k	NEW	173.00	2286.96	View chart
Air Prod & Chemicals Common Stock (APD)	0.1	$393k	NEW	1.4k	275.55	View chart
Crown Castle Intl Co REIT Common Stock (CCI)	0.1	$386k	NEW	3.3k	115.19	View chart
Coca-Cola Common Stock (KO)	0.1	$381k	NEW	6.5k	58.93	View chart
Deere & Co Common Stock (DE)	0.1	$376k	NEW	937.00	401.34	View chart
JPMorgan DVRSFD RTRN Intrnl EQT ETF Etf (JPIN)	0.1	$371k	NEW	6.8k	54.32	View chart
Diageo Common Stock (DEO)	0.1	$363k	NEW	2.5k	145.66	View chart
L3Harris Technologies Common Stock (LHX)	0.1	$361k	NEW	1.7k	210.62	View chart
LKQ Corp Common Stock (LKQ)	0.1	$361k	NEW	7.5k	47.79	View chart
United Parcel Service Class B Common Stock (UPS)	0.1	$359k	NEW	2.3k	157.23	View chart
S&P Global Common Stock (SPGI)	0.1	$354k	NEW	803.00	440.52	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.1	$351k	NEW	6.3k	55.41	View chart
Fidelity Natl Info Common Stock (FIS)	0.1	$348k	NEW	5.8k	60.07	View chart
Pfizer Common Stock (PFE)	0.1	$347k	-69%	12k	28.79	View chart
Westrock Common Stock (WRK)	0.1	$347k	NEW	8.3k	41.52	View chart
Steel Dynamics Common Stock (STLD)	0.1	$342k	-80%	2.9k	118.53	View chart
iShares US Technology ETF Etf (IYW)	0.1	$338k	NEW	2.8k	122.75	View chart
Nintendo LTD F Common Stock (NTDOY)	0.1	$320k	-20%	25k	12.99	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.1	$313k	NEW	4.1k	76.50	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.1	$313k	NEW	6.0k	52.10	View chart
Intuit Common Stock (INTU)	0.1	$311k	NEW	498.00	625.03	View chart
PNC Financial Services Common Stock (PNC)	0.1	$310k	-90%	2.0k	154.85	View chart
Synopsys Common Stock (SNPS)	0.1	$307k	NEW	597.00	514.91	View chart
General Electric Common Stock (GE)	0.1	$307k	NEW	2.4k	127.71	View chart
Analog Devices Common Stock (ADI)	0.1	$306k	NEW	1.5k	198.56	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$303k	NEW	8.2k	36.92	View chart
Astrazeneca Common Stock (AZN)	0.1	$295k	NEW	4.4k	67.35	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$293k	NEW	551.00	531.13	View chart
RGC Resources Common Stock (RGCO)	0.1	$288k	-58%	14k	20.34	View chart
Colgate-Palmolive Common Stock (CL)	0.1	$285k	NEW	3.6k	79.71	View chart
Fastenal Common Stock (FAST)	0.1	$274k	NEW	4.2k	64.77	View chart
Costco Wholesale Common Stock (COST)	0.1	$269k	NEW	399.00	675.08	View chart
Waste Management Common Stock (WM)	0.1	$256k	NEW	1.4k	179.10	View chart
Nextera Energy Common Stock (NEE)	0.1	$246k	NEW	4.1k	60.74	View chart
Southern Common Stock (SO)	0.1	$244k	NEW	3.5k	70.12	View chart
Fiserv Common Stock (FI)	0.1	$244k	NEW	1.8k	132.84	View chart
American International Group Common Stock (AIG)	0.1	$240k	NEW	3.5k	67.75	View chart
General Dynamics Common Stock (GD)	0.1	$239k	NEW	921.00	259.67	View chart
Prudential Financial Common Stock (PRU)	0.1	$230k	NEW	2.2k	103.71	View chart
Vanguard Internatnl HGH DIV YLD ETF Etf (VYMI)	0.1	$222k	NEW	3.3k	66.49	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.1	$218k	-71%	4.3k	50.58	View chart
Nisource Inc 00500 Common Stock (NI)	0.1	$213k	NEW	8.0k	26.55	View chart
NXP Semiconductors F Common Stock (NXPI)	0.1	$210k	NEW	908.00	230.68	View chart
Salesforce Common Stock (CRM)	0.1	$208k	NEW	791.00	263.14	View chart
Morgan Stanley Common Stock (MS)	0.1	$203k	NEW	2.2k	93.25	View chart
KLA Corp. Common Stock (KLAC)	0.1	$201k	NEW	345.00	581.30	View chart

Past Filings by 3Chopt Investment Partners

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

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