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, BRK.B, and represent 40.58% of 3Chopt Investment Partners's stock portfolio.
Added to shares of these 10 stocks: VOO (+$13M), VB, AERG, IEFA, NVR, BBIN, XOM, VONG, USMV, VST.
Started 6 new stock positions in JEMA, IEMG, USMV, VST, BBIN, VONG.
Reduced shares in these 10 stocks: VTEB, USRT, LMT, BND, , , , WMT, CVX, NSC.
Sold out of its positions in ABT, ABBV, APD, AMZN, AXP, AMP, ADI, AMAT, AZN, ADSK.
3Chopt Investment Partners was a net seller of stock by $-26M.
3Chopt Investment Partners has $169M in assets under management (AUM), dropping by -15.24%.
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 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	View chart
Vanguard Small Cap ETF Etf (VB)	9.7	$17M	+34%	87k	189.07	View chart
Apple Common Stock (AAPL)	4.6	$7.7M	+5%	45k	171.21	View chart
Nvidia Corp Common Stock (NVDA)	3.6	$6.1M	+2%	14k	434.99	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	3.4	$5.7M		16k	350.30	View chart
Alphabet Inc. Class C Common Stock (GOOG)	2.7	$4.6M	+2%	35k	131.85	View chart
McKesson Corp Common Stock (MCK)	2.3	$3.9M	-2%	9.0k	435.49	View chart
Arch Cap Group LTD F Common Stock (ACGL)	2.1	$3.5M	-5%	44k	79.71	View chart
Merck & Co Common Stock (MRK)	2.0	$3.5M		34k	103.67	View chart
Cisco Systems Common Stock (CSCO)	2.0	$3.4M	+3%	64k	53.76	View chart
Microsoft Common Stock (MSFT)	2.0	$3.4M	+20%	11k	315.76	View chart
NVR Common Stock (NVR)	2.0	$3.4M	+139%	565.00	5963.30	View chart
Vanguard Small Cap Value ETF Etf (VBR)	1.8	$3.1M	-8%	19k	159.49	View chart
Procter & Gamble Common Stock (PG)	1.6	$2.8M	+6%	19k	145.86	View chart
CIGNA Corp Common Stock (CI)	1.6	$2.7M		9.3k	286.07	View chart
Applied Energetics Common Stock (AERG)	1.6	$2.6M	+1590%	1.1M	2.48	View chart
ExxonMobil Common Stock (XOM)	1.5	$2.6M	+109%	22k	117.58	View chart
Comcast Corp Class A Common Stock (CMCSA)	1.5	$2.6M		58k	44.34	View chart
JPMorgan Chase Common Stock (JPM)	1.5	$2.5M	+3%	17k	145.02	View chart
PNC Financial Services Common Stock (PNC)	1.5	$2.5M		20k	122.77	View chart
Altria Group Common Stock (MO)	1.4	$2.4M	+8%	55k	43.00	View chart
Johnson & Johnson Common Stock (JNJ)	1.4	$2.3M	+11%	15k	155.75	View chart
iShares Russell 2000 ETF Etf (IWM)	1.4	$2.3M		13k	177.57	View chart
Check PT Software F Common Stock (CHKP)	1.4	$2.3M	+4%	17k	133.28	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.3	$2.3M	+692%	36k	64.35	View chart
Williams Cos Common Stock (WMB)	1.3	$2.3M	-2%	67k	33.69	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	1.3	$2.3M	-12%	52k	43.72	View chart
Philip Morris Intl Common Stock (PM)	1.3	$2.2M	+38%	24k	93.79	View chart
Broadcom Common Stock (AVGO)	1.3	$2.1M		2.6k	830.58	View chart
Progressive Common Stock (PGR)	1.2	$2.1M		15k	139.30	View chart
Vertex Pharmaceutical Common Stock (VRTX)	1.2	$2.1M		5.9k	347.74	View chart
Charles Schwab Corp Common Stock (SCHW)	1.2	$2.1M		38k	54.90	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	1.1	$1.9M	+29%	36k	51.87	View chart
Verizon Common Stock (VZ)	1.0	$1.7M	-7%	54k	32.41	View chart
Dominion Energy Common Stock (D)	1.0	$1.7M	-33%	37k	44.67	View chart
Dropbox Inc Class A Common Stock (DBX)	1.0	$1.6M		60k	27.23	View chart
Steel Dynamics Common Stock (STLD)	0.9	$1.6M	+7%	15k	107.64	View chart
Wells Fargo & Co Common Stock (WFC)	0.9	$1.6M		38k	40.86	View chart
Baker Hughes Co. Class A Common Stock (BKR)	0.9	$1.5M		44k	35.32	View chart
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN)	0.8	$1.4M	NEW	27k	52.10	View chart
Pfizer Common Stock (PFE)	0.8	$1.3M	-37%	40k	33.17	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.8	$1.3M	+44%	22k	58.04	View chart
Target Corp Common Stock (TGT)	0.8	$1.3M	-11%	12k	110.57	View chart
Expeditors International of Washington Common Stock (EXPD)	0.7	$1.2M	+2%	11k	114.63	View chart
Raytheon Technologies Common Stock (RTX)	0.6	$979k	-6%	14k	71.97	View chart
Bank Of America Corp Common Stock (BAC)	0.6	$939k	-3%	34k	27.38	View chart
iShares S&P Small Cap 600 ETF Etf (IJS)	0.5	$931k		10k	89.74	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.5	$921k	NEW	14k	68.44	View chart
iShares MSCI USA Min Vol FCTR ETF Etf (USMV)	0.5	$766k	NEW	11k	73.27	View chart
Vistra Energy Corp Common Stock (VST)	0.4	$753k	NEW	23k	33.18	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.4	$750k	+60%	11k	69.83	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.4	$719k	NEW	15k	47.59	View chart
RGC Resources Common Stock (RGCO)	0.3	$583k		34k	17.30	View chart
EQT Corp Common Stock (EQT)	0.3	$433k	+7%	11k	40.58	View chart
CSX Corp Common Stock (CSX)	0.2	$382k	+65%	12k	30.75	View chart
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA)	0.2	$353k	NEW	10k	34.53	View chart
Nintendo LTD F Common Stock (NTDOY)	0.2	$321k		31k	10.35	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 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