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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, BRK.B, VTEB, and represent 22.15% of 3Chopt Investment Partners's stock portfolio.
Added to shares of these 10 stocks: VOO, VB, STLD, AAPL, EXPD, NVR, MSFT, KO, VEU, ULTA.
Started 5 new stock positions in DBX, EXPD, ULTA, SPGI, PHYS.
Reduced shares in these 10 stocks: VTIP, SPSB, VTEB, POST, KHC, BAC, OXY, KMI, EBAY, LSXMK.
Sold out of its positions in T, ATVI, AYI, BABA, GOOGL, AEP, ANSS, ELV, AERG, AUB.
3Chopt Investment Partners was a net buyer of stock by $2.9M.
3Chopt Investment Partners has $188M in assets under management (AUM), dropping by 2.54%.
Central Index Key (CIK): 0001978521

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

Past Filings by 3Chopt Investment Partners

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

3Chopt Investment Partners 2022 Q4 filed May 24, 2023
3Chopt Investment Partners 2023 Q1 filed May 23, 2023

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