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 57 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 19.4 $33M +63% 83k 394.19
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Vanguard Small Cap ETF Etf (VB) 9.7 $17M +34% 87k 189.07
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Apple Common Stock (AAPL) 4.6 $7.7M +5% 45k 171.21
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Nvidia Corp Common Stock (NVDA) 3.6 $6.1M +2% 14k 434.99
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Berkshire Hathaway Class B Common Stock (BRK.B) 3.4 $5.7M 16k 350.30
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Alphabet Inc. Class C Common Stock (GOOG) 2.7 $4.6M +2% 35k 131.85
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McKesson Corp Common Stock (MCK) 2.3 $3.9M -2% 9.0k 435.49
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Arch Cap Group LTD F Common Stock (ACGL) 2.1 $3.5M -5% 44k 79.71
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Merck & Co Common Stock (MRK) 2.0 $3.5M 34k 103.67
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Cisco Systems Common Stock (CSCO) 2.0 $3.4M +3% 64k 53.76
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Microsoft Common Stock (MSFT) 2.0 $3.4M +20% 11k 315.76
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NVR Common Stock (NVR) 2.0 $3.4M +139% 565.00 5963.30
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Vanguard Small Cap Value ETF Etf (VBR) 1.8 $3.1M -8% 19k 159.49
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Procter & Gamble Common Stock (PG) 1.6 $2.8M +6% 19k 145.86
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CIGNA Corp Common Stock (CI) 1.6 $2.7M 9.3k 286.07
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Applied Energetics Common Stock (AERG) 1.6 $2.6M +1590% 1.1M 2.48
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ExxonMobil Common Stock (XOM) 1.5 $2.6M +109% 22k 117.58
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Comcast Corp Class A Common Stock (CMCSA) 1.5 $2.6M 58k 44.34
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JPMorgan Chase Common Stock (JPM) 1.5 $2.5M +3% 17k 145.02
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PNC Financial Services Common Stock (PNC) 1.5 $2.5M 20k 122.77
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Altria Group Common Stock (MO) 1.4 $2.4M +8% 55k 43.00
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Johnson & Johnson Common Stock (JNJ) 1.4 $2.3M +11% 15k 155.75
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iShares Russell 2000 ETF Etf (IWM) 1.4 $2.3M 13k 177.57
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Check PT Software F Common Stock (CHKP) 1.4 $2.3M +4% 17k 133.28
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iShares Core MSCI EAFE ETF Etf (IEFA) 1.3 $2.3M +692% 36k 64.35
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Williams Cos Common Stock (WMB) 1.3 $2.3M -2% 67k 33.69
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Vanguard FTSE Developed Markets ETF Etf (VEA) 1.3 $2.3M -12% 52k 43.72
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Philip Morris Intl Common Stock (PM) 1.3 $2.2M +38% 24k 93.79
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Broadcom Common Stock (AVGO) 1.3 $2.1M 2.6k 830.58
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Progressive Common Stock (PGR) 1.2 $2.1M 15k 139.30
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Vertex Pharmaceutical Common Stock (VRTX) 1.2 $2.1M 5.9k 347.74
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Charles Schwab Corp Common Stock (SCHW) 1.2 $2.1M 38k 54.90
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Vanguard FTSE All World Ex US ETF Etf (VEU) 1.1 $1.9M +29% 36k 51.87
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Verizon Common Stock (VZ) 1.0 $1.7M -7% 54k 32.41
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Dominion Energy Common Stock (D) 1.0 $1.7M -33% 37k 44.67
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Dropbox Inc Class A Common Stock (DBX) 1.0 $1.6M 60k 27.23
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Steel Dynamics Common Stock (STLD) 0.9 $1.6M +7% 15k 107.64
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Wells Fargo & Co Common Stock (WFC) 0.9 $1.6M 38k 40.86
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Baker Hughes Co. Class A Common Stock (BKR) 0.9 $1.5M 44k 35.32
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JPMorgan Betabuild Interl Eqy ETF Etf (BBIN) 0.8 $1.4M NEW 27k 52.10
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Pfizer Common Stock (PFE) 0.8 $1.3M -37% 40k 33.17
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Bristol-Myers Squibb Common Stock (BMY) 0.8 $1.3M +44% 22k 58.04
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Target Corp Common Stock (TGT) 0.8 $1.3M -11% 12k 110.57
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Expeditors International of Washington Common Stock (EXPD) 0.7 $1.2M +2% 11k 114.63
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Raytheon Technologies Common Stock (RTX) 0.6 $979k -6% 14k 71.97
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Bank Of America Corp Common Stock (BAC) 0.6 $939k -3% 34k 27.38
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iShares S&P Small Cap 600 ETF Etf (IJS) 0.5 $931k 10k 89.74
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Vanguard Russell 1000 Growth ETF Etf (VONG) 0.5 $921k NEW 14k 68.44
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iShares MSCI USA Min Vol FCTR ETF Etf (USMV) 0.5 $766k NEW 11k 73.27
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Vistra Energy Corp Common Stock (VST) 0.4 $753k NEW 23k 33.18
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Mondelez Intl Class A Common Stock (MDLZ) 0.4 $750k +60% 11k 69.83
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iShares Core MSCI Emerging ETF Etf (IEMG) 0.4 $719k NEW 15k 47.59
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RGC Resources Common Stock (RGCO) 0.3 $583k 34k 17.30
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EQT Corp Common Stock (EQT) 0.3 $433k +7% 11k 40.58
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CSX Corp Common Stock (CSX) 0.2 $382k +65% 12k 30.75
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JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA) 0.2 $353k NEW 10k 34.53
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Nintendo LTD F Common Stock (NTDOY) 0.2 $321k 31k 10.35
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Past Filings by 3Chopt Investment Partners

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