3Chopt Investment Partners

Latest statistics and disclosures from 3Chopt Investment Partners's latest quarterly 13F-HR filing:

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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 141 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 7.8 $15M +17% 39k 376.07
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Vanguard Small Cap ETF Etf (VB) 5.7 $11M +23% 57k 189.56
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Apple Common Stock (AAPL) 3.9 $7.3M +16% 44k 164.90
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Berkshire Hathaway Class B Common Stock (BRK.B) 2.7 $5.1M -2% 17k 308.77
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Vanguard Muni Bond Tax Exempt ETF Etf (VTEB) 2.1 $3.9M -26% 77k 50.66
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Arch Cap Group LTD F Common Stock (ACGL) 2.0 $3.8M -2% 56k 67.87
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Nvidia Corp Common Stock (NVDA) 2.0 $3.8M +7% 14k 277.77
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Merck & Co Common Stock (MRK) 2.0 $3.7M 34k 107.12
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Alphabet Inc. Class C Common Stock (GOOG) 1.9 $3.5M +5% 34k 104.00
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Cisco Systems Common Stock (CSCO) 1.8 $3.4M 66k 52.27
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McKesson Corp Common Stock (MCK) 1.8 $3.4M 9.4k 356.60
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Vanguard Small Cap Value ETF Etf (VBR) 1.7 $3.2M +7% 20k 158.76
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Dominion Energy Common Stock (D) 1.7 $3.2M -3% 56k 55.91
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CVS Health Corp Common Stock (CVS) 1.5 $2.7M -4% 37k 74.31
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Procter & Gamble Common Stock (PG) 1.4 $2.7M +9% 18k 148.69
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PNC Financial Services Common Stock (PNC) 1.4 $2.6M +3% 20k 127.10
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CIGNA Corp Common Stock (CI) 1.4 $2.5M 9.9k 255.54
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Lockheed Martin Corp Common Stock (LMT) 1.3 $2.5M +4% 5.3k 472.69
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Microsoft Common Stock (MSFT) 1.3 $2.5M +35% 8.7k 288.31
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Progressive Common Stock (PGR) 1.3 $2.4M -5% 17k 143.82
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ExxonMobil Common Stock (XOM) 1.3 $2.3M +5% 21k 109.66
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iShares Russell 2000 ETF Etf (IWM) 1.2 $2.3M 13k 178.40
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Pfizer Common Stock (PFE) 1.2 $2.3M +20% 56k 40.80
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Comcast Corp Class A Common Stock (CMCSA) 1.2 $2.3M +3% 60k 37.91
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iShares Core US REIT ETF Etf (USRT) 1.2 $2.2M +13% 44k 50.40
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Williams Cos Common Stock (WMB) 1.2 $2.2M -5% 74k 29.86
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Target Corp Common Stock (TGT) 1.2 $2.2M +5% 13k 165.63
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JPMorgan Chase Common Stock (JPM) 1.1 $2.2M +9% 17k 130.31
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Verizon Common Stock (VZ) 1.1 $2.1M -10% 55k 38.89
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Johnson & Johnson Common Stock (JNJ) 1.1 $2.1M +20% 14k 155.00
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Vertex Pharmaceutical Common Stock (VRTX) 1.0 $1.9M +8% 6.1k 315.07
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Vanguard FTSE Developed Markets ETF Etf (VEA) 1.0 $1.9M +9% 41k 45.17
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Berkshire Hathaway Inc. Class A Common Stock 1.0 $1.9M 400.00 4656.00
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Lab Corp Of America Common Stock (LH) 1.0 $1.9M 8.1k 229.42
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Charles Schwab Corp Common Stock (SCHW) 1.0 $1.9M +10% 35k 52.38
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Pepsico Common Stock (PEP) 0.9 $1.7M +22% 9.6k 182.30
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Bank Of America Corp Common Stock (BAC) 0.9 $1.7M -30% 59k 28.60
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Philip Morris Intl Common Stock (PM) 0.9 $1.6M +5% 16k 98.71
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Wells Fargo & Co Common Stock (WFC) 0.8 $1.6M -5% 42k 37.38
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Raytheon Technologies Common Stock (RTX) 0.8 $1.6M 16k 97.93
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Broadcom Common Stock (AVGO) 0.8 $1.5M +20% 2.4k 641.54
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Check PT Software F Common Stock (CHKP) 0.8 $1.5M +40% 12k 130.00
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Post Holdings Common Stock (POST) 0.8 $1.5M -39% 16k 89.87
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Chevron Corp. Common Stock (CVX) 0.8 $1.4M +11% 8.9k 163.16
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Wal-Mart Common Stock (WMT) 0.7 $1.4M 9.3k 148.02
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Dollar Tree Common Stock (DLTR) 0.7 $1.3M 9.2k 143.55
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Meta Platforms Inc Class A Common Stock (META) 0.7 $1.3M +18% 6.2k 211.94
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Baker Hughes Co. Class A Common Stock (BKR) 0.7 $1.3M +7% 45k 28.86
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Steel Dynamics Common Stock (STLD) 0.7 $1.3M +796% 11k 113.47
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Altria Group Common Stock (MO) 0.7 $1.3M +36% 28k 45.56
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Abbvie Common Stock (ABBV) 0.7 $1.2M +11% 7.8k 159.37
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O'Reilly Automotive Common Stock (ORLY) 0.6 $1.1M +22% 1.3k 848.98
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Norfolk Southern Common Stock (NSC) 0.6 $1.1M +12% 5.1k 212.00
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Vanguard Total Bond Market ETF Etf (BND) 0.6 $1.1M +73% 14k 73.83
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Regeneron Pharms Common Stock (REGN) 0.5 $1.0M -7% 1.3k 821.67
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Willis Towers Watson P F Common Stock (WTW) 0.5 $995k -24% 4.3k 233.23
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iShares S&P Small Cap 600 ETF Etf (IJS) 0.5 $971k 10k 93.59
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Expeditors International of Washington Common Stock (EXPD) 0.5 $970k NEW 8.8k 110.12
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Vanguard FTSE All World Ex US ETF Etf (VEU) 0.5 $958k +167% 18k 53.47
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Coca-Cola Common Stock (KO) 0.5 $933k +188% 15k 62.49
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Marathon Pete Corp Common Stock (MPC) 0.5 $917k +22% 6.8k 134.82
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NVR Common Stock (NVR) 0.5 $880k +3850% 158.00 5572.19
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Spdr S&p 500 Etf Etf (SPY) 0.5 $863k 2.1k 410.90
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Mastercard Inc Class A Common Stock (MA) 0.4 $836k +26% 2.3k 363.41
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Oracle Corp Common Stock (ORCL) 0.4 $826k 8.9k 92.92
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Bristol-Myers Squibb Common Stock (BMY) 0.4 $820k +123% 12k 69.31
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Eli Lilly & Co. Common Stock (LLY) 0.4 $806k +34% 2.3k 343.42
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RGC Resources Common Stock (RGCO) 0.4 $781k 34k 23.19
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VMware Inc Class A Common Stock (VMW) 0.4 $743k 6.0k 124.85
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Texas Instruments Common Stock (TXN) 0.4 $734k +2% 3.9k 186.01
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Autozone Common Stock (AZO) 0.4 $733k +68% 298.00 2458.15
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American Express Common Stock (AXP) 0.4 $730k +4% 4.4k 164.95
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CBRE Group Inc Class A Common Stock (CBRE) 0.4 $689k +8% 9.5k 72.81
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Applied Materials Common Stock (AMAT) 0.3 $626k 5.1k 122.83
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Accenture PLC F Class A Common Stock (ACN) 0.3 $622k +6% 2.2k 285.81
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Northrop Grumman Corp Common Stock (NOC) 0.3 $612k +8% 1.3k 461.72
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Nucor Corp Common Stock (NUE) 0.3 $572k +2594% 3.7k 154.98
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Qualcomm Common Stock (QCOM) 0.3 $569k +14% 4.5k 127.58
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McDonald's Common Stock (MCD) 0.3 $569k +2% 2.0k 279.61
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Paychex Common Stock (PAYX) 0.3 $567k +7% 4.9k 114.59
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Ulta Beauty Common Stock (ULTA) 0.3 $565k NEW 1.0k 545.67
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Equinix Inc REIT Common Stock (EQIX) 0.3 $547k 758.00 721.04
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Diageo Common Stock (DEO) 0.3 $529k +87% 2.9k 182.64
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Visa Inc Class A Common Stock (V) 0.3 $513k +32% 2.3k 225.46
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Marathon Oil Corp Common Stock (MRO) 0.3 $496k +194% 21k 23.96
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American International Group Common Stock (AIG) 0.3 $494k -30% 9.8k 50.36
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Dropbox Inc Class A Common Stock (DBX) 0.3 $493k NEW 23k 21.62
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Builders Firstsource Common Stock (BLDR) 0.3 $493k +249% 5.6k 88.78
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Walt Disney Common Stock (DIS) 0.3 $489k -7% 4.9k 100.13
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Crown Castle Intl Co REIT Common Stock (CCI) 0.3 $487k +8% 3.6k 133.84
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Lam Research Corp Common Stock (LRCX) 0.3 $479k 900.00 531.85
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Starbucks Corp Common Stock (SBUX) 0.3 $476k +26% 4.6k 104.13
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Home Depot Common Stock (HD) 0.3 $475k +62% 1.6k 295.12
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Lowes Companies Common Stock (LOW) 0.2 $469k -6% 2.3k 199.97
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Mondelez Intl Class A Common Stock (MDLZ) 0.2 $468k +11% 6.7k 70.11
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Nestle S A F Common Stock (NSRGY) 0.2 $468k +19% 3.8k 123.00
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Honeywell Intl Common Stock (HON) 0.2 $444k +111% 2.3k 191.12
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LKQ Corp Common Stock (LKQ) 0.2 $442k +3% 7.8k 56.76
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Abbott Laboratories Common Stock (ABT) 0.2 $439k +6% 4.3k 101.26
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Truist Finl Corp Common Stock (TFC) 0.2 $435k 13k 34.10
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Nintendo LTD F Common Stock (NTDOY) 0.2 $424k -17% 44k 9.69
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Duke Energy Corp Common Stock (DUK) 0.2 $419k 4.3k 96.47
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Fidelity Natl Info Common Stock (FIS) 0.2 $409k +41% 7.5k 54.33
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United Parcel Service Class B Common Stock (UPS) 0.2 $408k +30% 2.1k 193.99
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Danaher Corp Common Stock (DHR) 0.2 $408k +47% 1.6k 252.31
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Textron Common Stock (TXT) 0.2 $396k -3% 5.6k 70.65
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Union Pacific Corp Common Stock (UNP) 0.2 $395k +25% 2.0k 201.26
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Air Prod & Chemicals Common Stock (APD) 0.2 $384k +25% 1.3k 288.96
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TJX Companies Common Stock (TJX) 0.2 $374k -21% 4.8k 78.36
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UnitedHealth Group Common Stock (UNH) 0.2 $373k +116% 789.00 472.59
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L3Harris Technologies Common Stock (LHX) 0.2 $370k +6% 1.9k 196.24
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Deere & Co Common Stock (DE) 0.2 $321k 775.00 414.13
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EQT Corp Common Stock (EQT) 0.2 $318k 10k 31.91
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eBay Common Stock (EBAY) 0.2 $315k -56% 7.1k 44.37
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Discover Financial Services Common Stock (DFS) 0.2 $306k +30% 3.1k 98.84
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Astrazeneca Common Stock (AZN) 0.2 $304k 4.4k 69.41
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Analog Devices Common Stock (ADI) 0.2 $300k +641% 1.5k 197.22
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iShares Core MSCI EAFE ETF Etf (IEFA) 0.2 $299k +3% 4.5k 66.85
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BlackRock Common Stock (BLK) 0.2 $289k +7% 432.00 669.12
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Kinder Morgan Common Stock (KMI) 0.2 $288k -62% 17k 17.51
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SPDR Short Term Corporate Bond ETF Etf (SPSB) 0.1 $277k -87% 9.4k 29.63
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Colgate-Palmolive Common Stock (CL) 0.1 $272k +16% 3.6k 75.15
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Nextera Energy Common Stock (NEE) 0.1 $271k +3% 3.5k 77.08
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EOG Resources Common Stock (EOG) 0.1 $268k +104% 2.3k 114.63
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Amazon.com Common Stock (AMZN) 0.1 $265k +377% 2.6k 103.29
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Ameriprise Financial Common Stock (AMP) 0.1 $262k +91% 856.00 306.50
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Micron Technology Common Stock (MU) 0.1 $262k -2% 4.3k 60.34
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Westrock Common Stock (WRK) 0.1 $252k 8.3k 30.47
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iShares Russell 2000 Value ETF Etf (IWN) 0.1 $247k -17% 1.8k 137.02
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Dell Technologies Inc Class C Common Stock (DELL) 0.1 $236k -44% 5.9k 40.21
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Allstate Corp Common Stock (ALL) 0.1 $236k -8% 2.1k 111.78
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S&P Global Common Stock (SPGI) 0.1 $225k NEW 653.00 344.77
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General Electric Common Stock (GE) 0.1 $223k +113% 2.3k 95.69
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Chubb LTD F Common Stock (CB) 0.1 $222k +24% 1.1k 195.01
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Nisource Inc 00500 Common Stock (NI) 0.1 $222k 7.9k 27.96
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Sprott Physical Gold Trust Common Stock (PHYS) 0.1 $221k NEW 14k 15.46
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Thermo Fisher Scientific Common Stock (TMO) 0.1 $219k 380.00 576.72
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Fastenal Common Stock (FAST) 0.1 $219k +9% 4.1k 53.94
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Autodesk Common Stock (ADSK) 0.1 $214k +607% 1.0k 208.16
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Southern Common Stock (SO) 0.1 $205k 3.0k 69.58
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Vanguard Dividend Appreciation ETF Etf (VIG) 0.1 $205k 1.3k 154.01
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Past Filings by 3Chopt Investment Partners

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