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 31.87% of 3Chopt Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO, NVDA, MSFT, AAPL, VB, CTAS, EXPE, MA, KMI, GS.
- Started 26 new stock positions in T, PH, XLK, WDC, AMX, FERG, COHR, ECL, WELL, COP.
- Reduced shares in these 10 stocks: WFC, , ACGL, , C, , MS, BMY, QCOM, GLW.
- Sold out of its positions in APH, ADSK, ADP, BMY, AI, COF, C, CRBG, IDXX, MS. ORCL, PRU, QUBT, NOW, VONV, WFC, ACGL.
- 3Chopt Investment Partners was a net seller of stock by $-298k.
- 3Chopt Investment Partners has $437M in assets under management (AUM), dropping by -2.07%.
- Central Index Key (CIK): 0001978521
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Portfolio Holdings for 3Chopt Investment Partners
3Chopt Investment Partners holds 240 positions in its portfolio as reported in the March 2026 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) | 12.5 | $55M | +7% | 92k | 597.55 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $27M | +5% | 153k | 174.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 6.0 | $26M | +3% | 100k | 261.92 |
|
| Apple (AAPL) | 4.1 | $18M | +5% | 71k | 253.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $14M | +2% | 48k | 286.86 |
|
| Microsoft Corporation (MSFT) | 2.3 | $10M | +16% | 27k | 370.17 |
|
| Broadcom (AVGO) | 1.9 | $8.4M | 27k | 309.51 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $8.1M | +2% | 17k | 479.20 |
|
| Meta Platforms Cl A (META) | 1.6 | $7.1M | 12k | 572.13 |
|
|
| McKesson Corporation (MCK) | 1.6 | $6.9M | 7.9k | 866.18 |
|
|
| Philip Morris International (PM) | 1.5 | $6.6M | 40k | 166.81 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.3 | $5.8M | 49k | 117.18 |
|
|
| Vistra Energy (VST) | 1.3 | $5.6M | -3% | 37k | 150.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $5.4M | 72k | 75.10 |
|
|
| Johnson & Johnson (JNJ) | 1.2 | $5.3M | -2% | 22k | 244.43 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $5.2M | 18k | 294.16 |
|
|
| Williams Companies (WMB) | 1.1 | $5.0M | 68k | 72.78 |
|
|
| Altria (MO) | 1.1 | $4.9M | 73k | 67.05 |
|
|
| Wal-Mart Stores (WMT) | 1.0 | $4.4M | +4% | 35k | 124.52 |
|
| Cisco Systems (CSCO) | 1.0 | $4.3M | 55k | 77.59 |
|
|
| Amazon (AMZN) | 1.0 | $4.2M | 20k | 208.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $4.0M | +2% | 24k | 169.66 |
|
| Booking Holdings (BKNG) | 0.9 | $3.8M | 898.00 | 4210.32 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $3.6M | +4% | 17k | 217.25 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $3.6M | 17k | 213.92 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $3.3M | 3.6k | 919.77 |
|
|
| Abbvie (ABBV) | 0.8 | $3.3M | 15k | 217.49 |
|
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.7 | $3.3M | 48k | 67.92 |
|
|
| Gilead Sciences (GILD) | 0.7 | $3.2M | 23k | 139.37 |
|
|
| Norfolk Southern (NSC) | 0.7 | $3.0M | +2% | 11k | 286.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.0M | -4% | 11k | 287.56 |
|
| Tesla Motors (TSLA) | 0.7 | $3.0M | 8.1k | 371.75 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $2.9M | 12k | 248.00 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $2.8M | 20k | 142.85 |
|
|
| Raytheon Technologies Corp (RTX) | 0.6 | $2.7M | 14k | 192.90 |
|
|
| Marathon Petroleum Corp (MPC) | 0.6 | $2.7M | -2% | 11k | 244.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.7M | +13% | 5.5k | 499.66 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $2.7M | 30k | 90.53 |
|
|
| Merck & Co (MRK) | 0.6 | $2.7M | +3% | 22k | 121.12 |
|
| Kla Corp Com New (KLAC) | 0.6 | $2.7M | 1.8k | 1472.41 |
|
|
| Dropbox Cl A (DBX) | 0.6 | $2.6M | -8% | 117k | 22.72 |
|
| Chevron Corporation (CVX) | 0.6 | $2.6M | +3% | 13k | 206.89 |
|
| Baker Hughes Company Cl A (BKR) | 0.6 | $2.6M | 43k | 61.05 |
|
|
| Progressive Corporation (PGR) | 0.6 | $2.6M | 13k | 198.24 |
|
|
| Bank of America Corporation (BAC) | 0.6 | $2.6M | +3% | 53k | 48.75 |
|
| Pepsi (PEP) | 0.5 | $2.4M | +3% | 15k | 155.29 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $2.4M | +5% | 25k | 93.98 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.3M | -3% | 16k | 144.44 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.2M | 3.00 | 718140.00 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $2.1M | 6.7k | 310.79 |
|
|
| Applied Materials (AMAT) | 0.5 | $2.0M | 6.0k | 341.80 |
|
|
| Qualcomm (QCOM) | 0.5 | $2.0M | -13% | 16k | 128.78 |
|
| Ishares Tr Global Equity (GLOF) | 0.5 | $2.0M | 39k | 52.12 |
|
|
| Micron Technology (MU) | 0.4 | $1.9M | 5.6k | 337.99 |
|
|
| Cigna Corp (CI) | 0.4 | $1.8M | -4% | 6.9k | 266.75 |
|
| Dominion Resources (D) | 0.4 | $1.8M | +16% | 29k | 61.82 |
|
| American Express Company (AXP) | 0.4 | $1.7M | 5.6k | 302.48 |
|
|
| Cintas Corporation (CTAS) | 0.4 | $1.7M | +81% | 9.9k | 169.14 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.6M | -11% | 3.7k | 446.54 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.4 | $1.6M | 23k | 71.75 |
|
|
| Expeditors International of Washington (EXPD) | 0.4 | $1.6M | 11k | 143.23 |
|
|
| NVR (NVR) | 0.4 | $1.6M | -13% | 243.00 | 6589.83 |
|
| Vanguard World Mega Cap Index (MGC) | 0.4 | $1.6M | 6.7k | 236.35 |
|
|
| Northrop Grumman Corporation (NOC) | 0.4 | $1.5M | -2% | 2.2k | 682.28 |
|
| Visa Com Cl A (V) | 0.3 | $1.5M | 5.0k | 302.24 |
|
|
| Coca-Cola Company (KO) | 0.3 | $1.5M | +7% | 20k | 76.57 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.5M | +7% | 1.5k | 996.43 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $1.5M | 14k | 109.69 |
|
|
| Caterpillar (CAT) | 0.3 | $1.4M | +3% | 2.0k | 708.46 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.4M | 2.2k | 652.14 |
|
|
| Nextera Energy (NEE) | 0.3 | $1.4M | +6% | 15k | 92.88 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $1.4M | 18k | 75.74 |
|
|
| Cbre Group Cl A (CBRE) | 0.3 | $1.4M | +5% | 10k | 135.46 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.4M | 9.4k | 148.10 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.3M | -14% | 20k | 64.08 |
|
| CF Industries Holdings (CF) | 0.3 | $1.3M | -18% | 10k | 129.84 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.3 | $1.3M | -6% | 15k | 84.52 |
|
| Expedia Group Com New (EXPE) | 0.3 | $1.3M | +75% | 5.5k | 230.89 |
|
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.3 | $1.3M | 17k | 73.12 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.3M | 4.4k | 287.18 |
|
|
| Home Depot (HD) | 0.3 | $1.2M | 3.8k | 328.89 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.2M | +15% | 2.0k | 604.47 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.2M | 10k | 118.45 |
|
|
| EOG Resources (EOG) | 0.3 | $1.2M | +5% | 8.2k | 144.57 |
|
| Labcorp Holdings Com Shs (LH) | 0.3 | $1.2M | -10% | 4.4k | 266.81 |
|
| Honeywell International (HON) | 0.3 | $1.2M | 5.1k | 226.03 |
|
|
| Corning Incorporated (GLW) | 0.2 | $1.1M | -21% | 8.0k | 135.98 |
|
| Fox Corp Cl A Com (FOXA) | 0.2 | $1.0M | +8% | 18k | 58.40 |
|
| Deere & Company (DE) | 0.2 | $1.0M | -8% | 1.8k | 564.92 |
|
| O'reilly Automotive (ORLY) | 0.2 | $1.0M | -3% | 11k | 92.31 |
|
| Ge Aerospace Com New (GE) | 0.2 | $956k | +4% | 3.4k | 284.23 |
|
| Goldman Sachs (GS) | 0.2 | $888k | +54% | 1.1k | 845.99 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $885k | 7.1k | 125.13 |
|
|
| Equinix (EQIX) | 0.2 | $851k | +12% | 868.00 | 980.24 |
|
| Tapestry (TPR) | 0.2 | $844k | +18% | 6.0k | 141.11 |
|
| TJX Companies (TJX) | 0.2 | $843k | +2% | 5.3k | 159.70 |
|
| Analog Devices (ADI) | 0.2 | $842k | +24% | 2.6k | 318.14 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $840k | +2% | 6.4k | 130.94 |
|
| Ralph Lauren Corp Cl A (RL) | 0.2 | $834k | 2.4k | 344.90 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $833k | 3.9k | 215.06 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $787k | +5% | 4.1k | 194.16 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $776k | 8.0k | 97.13 |
|
|
| W.W. Grainger (GWW) | 0.2 | $771k | +3% | 707.00 | 1090.81 |
|
| Danaher Corporation (DHR) | 0.2 | $751k | -2% | 4.0k | 190.01 |
|
| Synchrony Financial (SYF) | 0.2 | $741k | +17% | 11k | 68.02 |
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| UnitedHealth (UNH) | 0.2 | $733k | 2.7k | 270.61 |
|
|
| Lowe's Companies (LOW) | 0.2 | $729k | +5% | 3.1k | 236.31 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $729k | 3.8k | 191.92 |
|
|
| Southern Company (SO) | 0.2 | $709k | +17% | 7.3k | 96.52 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $708k | +37% | 12k | 58.14 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $696k | +8% | 5.6k | 124.31 |
|
| Ge Vernova (GEV) | 0.2 | $695k | +4% | 796.00 | 873.39 |
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| eBay (EBAY) | 0.2 | $693k | +14% | 7.6k | 91.02 |
|
| Blackrock (BLK) | 0.2 | $675k | +12% | 702.00 | 961.88 |
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| Truist Financial Corp equities (TFC) | 0.2 | $675k | 15k | 45.97 |
|
|
| International Business Machines (IBM) | 0.2 | $666k | -6% | 2.7k | 242.39 |
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| Corteva (CTVA) | 0.1 | $652k | -4% | 7.8k | 83.71 |
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| L3harris Technologies (LHX) | 0.1 | $644k | 1.9k | 345.15 |
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| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $644k | 12k | 52.03 |
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| EQT Corporation (EQT) | 0.1 | $644k | 10k | 63.64 |
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| Ameriprise Financial (AMP) | 0.1 | $616k | +22% | 1.4k | 444.40 |
|
| Abbott Laboratories (ABT) | 0.1 | $611k | 6.0k | 102.67 |
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| Walt Disney Company (DIS) | 0.1 | $611k | -4% | 6.3k | 96.38 |
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| Suncor Energy (SU) | 0.1 | $601k | 9.1k | 66.11 |
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| Vici Pptys (VICI) | 0.1 | $596k | +14% | 22k | 27.78 |
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| Zoom Communications Cl A (ZM) | 0.1 | $593k | 7.4k | 80.39 |
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| Air Products & Chemicals (APD) | 0.1 | $590k | +70% | 2.0k | 290.43 |
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| Target Corporation (TGT) | 0.1 | $575k | +13% | 4.7k | 121.20 |
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| Dell Technologies CL C (DELL) | 0.1 | $573k | +2% | 3.5k | 164.13 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $568k | +14% | 2.3k | 243.08 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $567k | 5.8k | 97.75 |
|
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $541k | +4% | 1.8k | 304.32 |
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| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.1 | $538k | 8.2k | 65.27 |
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| Netflix (NFLX) | 0.1 | $535k | +18% | 5.6k | 96.15 |
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| salesforce (CRM) | 0.1 | $534k | -3% | 2.9k | 186.67 |
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| General Dynamics Corporation (GD) | 0.1 | $529k | -14% | 1.5k | 343.22 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $520k | 9.6k | 54.05 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $518k | 7.4k | 69.75 |
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| Cummins (CMI) | 0.1 | $507k | +4% | 943.00 | 538.07 |
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| Chubb (CB) | 0.1 | $505k | +4% | 1.5k | 326.90 |
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| Verizon Communications (VZ) | 0.1 | $497k | +10% | 9.9k | 50.20 |
|
| Hca Holdings (HCA) | 0.1 | $494k | -4% | 1.0k | 473.24 |
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| Amgen (AMGN) | 0.1 | $474k | +7% | 1.3k | 351.85 |
|
| CRH Ord (CRH) | 0.1 | $461k | -23% | 4.4k | 105.61 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $452k | +4% | 2.2k | 209.05 |
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| PNC Financial Services (PNC) | 0.1 | $449k | +8% | 2.2k | 208.09 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $446k | -12% | 1.5k | 291.74 |
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| American Electric Power Company (AEP) | 0.1 | $440k | -6% | 3.4k | 131.08 |
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| FedEx Corporation (FDX) | 0.1 | $424k | +2% | 1.2k | 357.56 |
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| Starbucks Corporation (SBUX) | 0.1 | $418k | +54% | 4.7k | 89.59 |
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| Universal Corporation (UVV) | 0.1 | $411k | 7.8k | 52.70 |
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| Paychex (PAYX) | 0.1 | $410k | +8% | 4.4k | 92.11 |
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| Incyte Corporation (INCY) | 0.1 | $403k | +38% | 4.3k | 94.12 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $400k | +5% | 2.7k | 146.28 |
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| Trane Technologies SHS (TT) | 0.1 | $399k | -6% | 957.00 | 416.74 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $391k | 4.1k | 94.24 |
|
|
| Fastenal Company (FAST) | 0.1 | $390k | +12% | 8.4k | 46.40 |
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| Advanced Micro Devices (AMD) | 0.1 | $390k | +10% | 1.9k | 203.43 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $388k | +9% | 789.00 | 491.96 |
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| NiSource (NI) | 0.1 | $386k | 8.3k | 46.66 |
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| Huntington Ingalls Inds (HII) | 0.1 | $381k | 1.0k | 379.90 |
|
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| Textron (TXT) | 0.1 | $375k | -9% | 4.3k | 87.58 |
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| S&p Global (SPGI) | 0.1 | $373k | -23% | 877.00 | 425.34 |
|
| Roku Com Cl A (ROKU) | 0.1 | $358k | +5% | 3.8k | 94.62 |
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| Allstate Corporation (ALL) | 0.1 | $341k | +32% | 1.6k | 208.26 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $328k | 1.8k | 181.42 |
|
|
| Kinder Morgan (KMI) | 0.1 | $326k | NEW | 9.7k | 33.53 |
|
| Travelers Companies (TRV) | 0.1 | $324k | +5% | 1.1k | 291.68 |
|
| Emerson Electric (EMR) | 0.1 | $316k | +4% | 2.4k | 131.02 |
|
| Intuit (INTU) | 0.1 | $315k | -11% | 729.00 | 432.38 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $312k | 1.6k | 197.85 |
|
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| Medpace Hldgs (MEDP) | 0.1 | $310k | NEW | 646.00 | 480.19 |
|
| Linde SHS (LIN) | 0.1 | $306k | +19% | 618.00 | 495.76 |
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| Waste Management (WM) | 0.1 | $303k | +10% | 1.3k | 229.79 |
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| Constellation Energy (CEG) | 0.1 | $299k | 1.1k | 279.25 |
|
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| Pfizer (PFE) | 0.1 | $294k | +19% | 11k | 28.08 |
|
| Totalenergies Se Act (TTE) | 0.1 | $291k | NEW | 3.2k | 90.98 |
|
| RPM International (RPM) | 0.1 | $291k | 2.9k | 99.40 |
|
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| Western Digital (WDC) | 0.1 | $289k | NEW | 1.1k | 270.49 |
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| Energous Corp Com New (WATT) | 0.1 | $282k | NEW | 18k | 15.69 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $277k | 8.7k | 32.01 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $273k | 1.7k | 158.23 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $272k | 471.00 | 577.18 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $269k | NEW | 7.1k | 37.84 |
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.1 | $258k | 4.1k | 62.13 |
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| Mueller Industries (MLI) | 0.1 | $258k | NEW | 2.3k | 110.80 |
|
| 3M Company (MMM) | 0.1 | $257k | -2% | 1.8k | 145.23 |
|
| Snap-on Incorporated (SNA) | 0.1 | $254k | +3% | 700.00 | 363.22 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $252k | -18% | 3.0k | 85.23 |
|
| Metropcs Communications (TMUS) | 0.1 | $249k | +6% | 1.2k | 210.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $247k | -7% | 1.2k | 198.29 |
|
| Wabtec Corporation (WAB) | 0.1 | $246k | -3% | 984.00 | 249.91 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.1 | $245k | NEW | 9.6k | 25.48 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $242k | 5.0k | 48.86 |
|
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| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.1 | $242k | +4% | 2.8k | 85.64 |
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| Intel Corporation (INTC) | 0.1 | $241k | NEW | 5.5k | 44.13 |
|
| Union Pacific Corporation (UNP) | 0.1 | $241k | +14% | 993.00 | 242.62 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $239k | -19% | 1.1k | 213.67 |
|
| Ecolab (ECL) | 0.1 | $238k | NEW | 891.00 | 266.68 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $237k | 3.3k | 71.24 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $237k | NEW | 3.2k | 73.90 |
|
| Coherent Corp (COHR) | 0.1 | $236k | NEW | 992.00 | 238.21 |
|
| Eaton Corp SHS (ETN) | 0.1 | $234k | NEW | 654.00 | 357.67 |
|
| At&t (T) | 0.1 | $233k | NEW | 8.1k | 28.99 |
|
| Enbridge (ENB) | 0.1 | $233k | 4.3k | 54.14 |
|
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| Post Holdings Inc Common (POST) | 0.1 | $226k | -35% | 2.3k | 98.86 |
|
| American Intl Group Com New (AIG) | 0.1 | $225k | -21% | 3.0k | 75.25 |
|
| Cadence Design Systems (CDNS) | 0.1 | $225k | +16% | 809.00 | 277.87 |
|
| ConocoPhillips (COP) | 0.0 | $216k | NEW | 1.6k | 132.00 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $213k | NEW | 910.00 | 234.15 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $213k | +5% | 462.00 | 460.99 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $212k | NEW | 1.7k | 122.78 |
|
| Plug Pwr Com New (PLUG) | 0.0 | $210k | 93k | 2.26 |
|
|
| Uber Technologies (UBER) | 0.0 | $208k | NEW | 2.9k | 71.93 |
|
| Anthem (ELV) | 0.0 | $207k | +20% | 708.00 | 292.75 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $201k | NEW | 225.00 | 895.24 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $201k | NEW | 1.0k | 197.71 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $193k | +64% | 1.4k | 138.28 |
|
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.0 | $183k | +9% | 2.5k | 74.24 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $175k | +48% | 2.6k | 67.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $142k | 1.0k | 142.43 |
|
|
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $135k | 1.9k | 71.81 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $122k | +9% | 2.1k | 56.68 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $121k | NEW | 907.00 | 132.90 |
|
| J P Morgan Exchange Traded F Flexible Income (JFLI) | 0.0 | $111k | +5% | 2.2k | 50.17 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $92k | 485.00 | 189.59 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $87k | NEW | 784.00 | 110.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $72k | 369.00 | 196.20 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $58k | 181.00 | 321.25 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $48k | 580.00 | 82.84 |
|
|
| Entravision Communications C Cl A (EVC) | 0.0 | $46k | NEW | 16k | 2.97 |
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.0 | $33k | 466.00 | 69.89 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $21k | 374.00 | 55.52 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $12k | NEW | 136.00 | 86.64 |
|
| J P Morgan Exchange Traded F Active Developin (JADE) | 0.0 | $7.2k | +27% | 108.00 | 66.28 |
|
| J P Morgan Exchange Traded F Divid Leaders Et (JDIV) | 0.0 | $7.0k | +14% | 132.00 | 52.70 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $5.9k | NEW | 55.00 | 107.38 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $2.5k | NEW | 40.00 | 61.25 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.6k | 14.00 | 112.29 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $499.999500 | 11.00 | 45.45 |
|
Past Filings by 3Chopt Investment Partners
SEC 13F filings are viewable for 3Chopt Investment Partners going back to 2023
- 3Chopt Investment Partners 2026 Q1 filed April 23, 2026
- 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