3Chopt Investment Partners

3Chopt Investment Partners as of Dec. 31, 2022

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 266 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 6.3 $12M 33k 351.34
Vanguard Small Cap ETF Etf (VB) 4.6 $8.4M 46k 183.54
Berkshire Hathaway Class B Common Stock (BRK.B) 2.9 $5.2M 17k 308.90
Vanguard Muni Bond Tax Exempt ETF Etf (VTEB) 2.8 $5.2M 105k 49.49
Apple Common Stock (AAPL) 2.7 $4.9M 38k 129.93
Merck & Co Common Stock (MRK) 2.1 $3.8M 34k 111.68
McKesson Corp Common Stock (MCK) 2.0 $3.6M 9.6k 375.75
Dominion Energy Common Stock (D) 2.0 $3.6M 59k 61.32
Arch Cap Group LTD F Common Stock (ACGL) 2.0 $3.6M 57k 62.78
CVS Health Corp Common Stock (CVS) 2.0 $3.6M 39k 93.19
CIGNA Corp Common Stock (CI) 1.8 $3.3M 10k 331.35
Cisco Systems Common Stock (CSCO) 1.7 $3.1M 65k 47.64
PNC Financial Services Common Stock (PNC) 1.7 $3.1M 20k 157.94
Vanguard Small Cap Value ETF Etf (VBR) 1.6 $3.0M 19k 158.80
Bank Of America Corp Common Stock (BAC) 1.5 $2.8M 86k 33.12
Alphabet Inc. Class C Common Stock (GOOG) 1.5 $2.8M 32k 88.73
Charles Schwab Corp Common Stock (SCHW) 1.5 $2.7M 32k 83.26
Williams Cos Common Stock (WMB) 1.4 $2.6M 78k 32.90
Lockheed Martin Corp Common Stock (LMT) 1.3 $2.5M 5.1k 486.48
Procter & Gamble Common Stock (PG) 1.3 $2.5M 16k 151.56
Post Holdings Common Stock (POST) 1.3 $2.4M 27k 90.26
Verizon Common Stock (VZ) 1.3 $2.4M 61k 39.40
Pfizer Common Stock (PFE) 1.3 $2.4M 47k 51.24
Progressive Common Stock (PGR) 1.3 $2.3M 18k 129.71
iShares Russell 2000 ETF Etf (IWM) 1.2 $2.3M 13k 174.36
ExxonMobil Common Stock (XOM) 1.2 $2.2M 20k 110.30
SPDR Short Term Corporate Bond ETF Etf (SPSB) 1.2 $2.1M 73k 29.38
JPMorgan Chase Common Stock (JPM) 1.1 $2.0M 15k 134.10
Comcast Corp Class A Common Stock (CMCSA) 1.1 $2.0M 58k 34.97
Vanguard Short Inflation Protected ETF Etf (VTIP) 1.1 $2.0M 43k 46.71
Johnson & Johnson Common Stock (JNJ) 1.1 $2.0M 11k 176.65
iShares Core US REIT ETF Etf (USRT) 1.1 $1.9M 39k 49.45
Lab Corp Of America Common Stock 1.0 $1.9M 8.1k 235.48
Berkshire Hathaway Inc. Class A Common Stock 1.0 $1.9M 400.00 4687.11
Target Corp Common Stock (TGT) 1.0 $1.9M 13k 149.04
Nvidia Corp Common Stock (NVDA) 1.0 $1.8M 13k 146.14
Wells Fargo & Co Common Stock (WFC) 1.0 $1.8M 44k 41.29
Vertex Pharmaceutical Common Stock (VRTX) 0.9 $1.6M 5.6k 288.78
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.9 $1.6M 38k 41.97
Philip Morris Intl Common Stock (PM) 0.9 $1.6M 15k 102.48
Raytheon Technologies Common Stock (RTX) 0.9 $1.6M 16k 100.92
Microsoft Common Stock (MSFT) 0.8 $1.5M 6.4k 239.83
Chevron Corp. Common Stock (CVX) 0.8 $1.4M 8.0k 179.49
Pepsico Common Stock (PEP) 0.8 $1.4M 7.8k 181.83
Willis Towers Watson P F Common Stock (WTW) 0.8 $1.4M 5.6k 245.40
Dollar Tree Common Stock (DLTR) 0.7 $1.3M 9.4k 141.44
Wal-Mart Common Stock (WMT) 0.7 $1.3M 9.3k 142.35
Baker Hughes Co. Class A Common Stock (BKR) 0.7 $1.2M 42k 29.53
Abbvie Common Stock (ABBV) 0.6 $1.1M 7.0k 161.61
Norfolk Southern Common Stock (NSC) 0.6 $1.1M 4.5k 246.42
Broadcom Common Stock (AVGO) 0.6 $1.1M 2.0k 559.13
Check PT Software F Common Stock (CHKP) 0.6 $1.0M 8.2k 126.16
Regeneron Pharms Common Stock (REGN) 0.5 $978k 1.4k 721.49
iShares S&P Small Cap 600 ETF Etf (IJS) 0.5 $947k 10k 91.31
Altria Group Common Stock (MO) 0.5 $947k 20k 46.59
O'Reilly Automotive Common Stock (ORLY) 0.5 $925k 1.1k 844.03
American International Group Common Stock (AIG) 0.5 $889k 14k 63.24
Spdr S&p 500 Etf Etf (SPY) 0.4 $807k 2.1k 384.21
Kraft Heinz Common Stock (KHC) 0.4 $793k 20k 40.71
Kinder Morgan Common Stock (KMI) 0.4 $787k 44k 18.08
RGC Resources Common Stock (RGCO) 0.4 $743k 34k 22.05
VMware Inc Class A Common Stock 0.4 $739k 6.0k 122.76
Oracle Corp Common Stock (ORCL) 0.4 $727k 8.9k 81.74
CBRE Group Inc Class A Common Stock (CBRE) 0.4 $669k 8.7k 76.96
eBay Common Stock (EBAY) 0.4 $668k 16k 41.47
Northrop Grumman Corp Common Stock (NOC) 0.4 $667k 1.2k 545.61
Marathon Pete Corp Common Stock (MPC) 0.4 $647k 5.6k 116.40
Eli Lilly & Co. Common Stock (LLY) 0.3 $640k 1.7k 365.84
Texas Instruments Common Stock (TXN) 0.3 $635k 3.8k 165.22
Mastercard Inc Class A Common Stock (MA) 0.3 $632k 1.8k 347.73
American Express Common Stock (AXP) 0.3 $628k 4.3k 147.75
Meta Platforms Inc Class A Common Stock (META) 0.3 $627k 5.2k 120.34
Occidental Petroleum Common Stock (OXY) 0.3 $625k 9.9k 63.12
Vanguard Total Bond Market ETF Etf (BND) 0.3 $591k 8.2k 71.84
Nintendo LTD F Common Stock (NTDOY) 0.3 $555k 53k 10.42
Truist Finl Corp Common Stock (TFC) 0.3 $545k 13k 43.03
Accenture PLC F Class A Common Stock (ACN) 0.3 $543k 2.0k 266.84
Paychex Common Stock (PAYX) 0.3 $532k 4.6k 115.56
McDonald's Common Stock (MCD) 0.3 $523k 2.0k 263.53
Lowes Companies Common Stock (LOW) 0.3 $501k 2.5k 199.24
Equinix Inc REIT Common Stock (EQIX) 0.3 $497k 758.00 655.03
Applied Materials Common Stock (AMAT) 0.3 $494k 5.1k 97.38
TJX Companies Common Stock (TJX) 0.3 $485k 6.1k 79.60
Walt Disney Common Stock (DIS) 0.3 $460k 5.3k 86.88
Crown Castle Intl Co REIT Common Stock (CCI) 0.2 $454k 3.3k 135.64
Duke Energy Corp Common Stock (DUK) 0.2 $448k 4.3k 102.99
Abbott Laboratories Common Stock (ABT) 0.2 $447k 4.1k 109.79
Autozone Common Stock (AZO) 0.2 $437k 177.00 2466.18
Qualcomm Common Stock (QCOM) 0.2 $429k 3.9k 109.94
Dell Technologies Inc Class C Common Stock (DELL) 0.2 $426k 11k 40.22
Textron Common Stock (TXT) 0.2 $411k 5.8k 70.82
LKQ Corp Common Stock (LKQ) 0.2 $401k 7.5k 53.41
Mondelez Intl Class A Common Stock (MDLZ) 0.2 $401k 6.0k 67.03
Bristol-Myers Squibb Common Stock (BMY) 0.2 $381k 5.3k 71.95
Lam Research Corp Common Stock 0.2 $380k 900.00 422.03
Liberty Media Corp Series C Liberty Sirius Common Stock 0.2 $377k 9.6k 39.13
L3Harris Technologies Common Stock (LHX) 0.2 $369k 1.8k 208.21
Nestle S A F Common Stock (NSRGY) 0.2 $368k 3.2k 115.34
Fidelity Natl Info Common Stock (FIS) 0.2 $360k 5.3k 67.85
Starbucks Corp Common Stock (SBUX) 0.2 $358k 3.6k 99.20
Visa Inc Class A Common Stock (V) 0.2 $357k 1.7k 207.76
EQT Corp Common Stock (EQT) 0.2 $338k 10k 33.83
Vanguard FTSE All World Ex US ETF Etf (VEU) 0.2 $336k 6.7k 50.14
Deere & Co Common Stock (DE) 0.2 $333k 775.00 429.96
Coca-Cola Common Stock (KO) 0.2 $330k 5.2k 63.61
Air Prod & Chemicals Common Stock (APD) 0.2 $327k 1.1k 309.88
Union Pacific Corp Common Stock (UNP) 0.2 $322k 1.6k 207.07
Allstate Corp Common Stock (ALL) 0.2 $315k 2.3k 136.48
Home Depot Common Stock (HD) 0.2 $314k 993.00 315.86
iShares Russell 2000 Value ETF Etf (IWN) 0.2 $305k 2.2k 138.67
Astrazeneca Common Stock (AZN) 0.2 $297k 4.4k 67.80
Danaher Corp Common Stock (DHR) 0.2 $291k 1.1k 265.67
Westrock Common Stock (WRK) 0.2 $291k 8.3k 35.16
BlackRock Common Stock 0.2 $284k 401.00 708.63
Nextera Energy Common Stock (NEE) 0.2 $283k 3.4k 83.60
United Parcel Service Class B Common Stock (UPS) 0.2 $279k 1.6k 173.84
Diageo Common Stock (DEO) 0.2 $275k 1.5k 178.19
iShares Core MSCI EAFE ETF Etf (IEFA) 0.1 $266k 4.3k 61.64
Chesapeake Energy Common Stock (EXE) 0.1 $261k 2.8k 94.37
LyondellBasell Industries Common Stock (LYB) 0.1 $257k 3.1k 83.03
Colgate-Palmolive Common Stock (CL) 0.1 $246k 3.1k 78.79
Prudential Financial Common Stock (PRU) 0.1 $246k 2.5k 99.46
Honeywell Intl Common Stock (HON) 0.1 $235k 1.1k 214.30
Westlake Corp Common Stock (WLK) 0.1 $235k 2.3k 102.54
Discover Financial Services Common Stock 0.1 $232k 2.4k 97.83
Select Sector Utility Select SPDR ETF Etf (XLU) 0.1 $230k 3.3k 70.50
Micron Technology Common Stock (MU) 0.1 $222k 4.4k 50.09
Nisource Inc 00500 Common Stock (NI) 0.1 $218k 7.9k 27.42
Southern Common Stock (SO) 0.1 $211k 3.0k 71.41
Thermo Fisher Scientific Common Stock (TMO) 0.1 $209k 380.00 550.99
Chubb LTD F Common Stock (CB) 0.1 $203k 915.00 221.43
Vanguard Dividend Appreciation ETF Etf (VIG) 0.1 $202k 1.3k 151.85
UnitedHealth Group Common Stock (UNH) 0.1 $194k 365.00 530.18
Marathon Oil Corp Common Stock (MRO) 0.1 $190k 7.0k 27.07
iShares MSCI Global Min Vol FCT ETF Etf (ACWV) 0.1 $186k 2.0k 95.02
General Dynamics Common Stock (GD) 0.1 $178k 717.00 248.11
Fastenal Common Stock (FAST) 0.1 $176k 3.7k 47.32
iShares Russell 1000 Value ETF Etf (IWD) 0.1 $167k 1.1k 151.65
Roper Technologies Common Stock (ROP) 0.1 $163k 377.00 432.09
Waste Management Common Stock (WM) 0.1 $162k 1.0k 156.88
Mosaic Common Stock (MOS) 0.1 $159k 3.6k 43.87
EOG Resources Common Stock (EOG) 0.1 $148k 1.1k 129.52
Cincinnati Financial Corp. Common Stock (CINF) 0.1 $148k 1.4k 103.02
Fiserv Common Stock (FI) 0.1 $146k 1.4k 101.07
CDW Corp Common Stock (CDW) 0.1 $143k 800.00 178.58
Ameriprise Financial Common Stock (AMP) 0.1 $140k 448.00 311.37
CSX Corp Common Stock (CSX) 0.1 $137k 4.4k 30.98
HF Sinclair Corp Common Stock (DINO) 0.1 $135k 2.6k 51.89
UDR Inc. REIT Common Stock (UDR) 0.1 $131k 3.4k 38.73
Vanguard Total World Stock ETF Etf (VT) 0.1 $129k 1.5k 86.19
CHS Inc. 7.5 percent PFD PFD Ser 4 Preferred Stock (CHSCL) 0.1 $129k 5.0k 25.97
Morgan Stanley Common Stock (MS) 0.1 $128k 1.5k 85.02
Steel Dynamics Common Stock (STLD) 0.1 $123k 1.3k 98.04
Activision Blizzard Common Stock 0.1 $123k 1.6k 76.55
Applied Energetics Common Stock (AERG) 0.1 $117k 60k 1.96
Toro Common Stock (TTC) 0.1 $111k 975.00 113.54
Vanguard Short Term Treasury ETF IV Etf (VGSH) 0.1 $109k 1.9k 57.82
Vanguard Total Stock Market ETF Etf (VTI) 0.1 $104k 544.00 191.19
Builders Firstsource Common Stock (BLDR) 0.1 $103k 1.6k 64.88
Conocophillips Common Stock (COP) 0.1 $103k 866.00 118.70
Generac Holdings Common Stock (GNRC) 0.1 $101k 1.0k 100.66
Teleflex Incorporate Common Stock (TFX) 0.1 $100k 400.00 249.63
Fortune Brands Home & Security Common Stock (FBIN) 0.1 $99k 1.7k 57.11
American Electric Power Common Stock (AEP) 0.1 $95k 1.0k 94.95
General Electric Common Stock (GE) 0.1 $92k 1.1k 83.87
iShares MSCI EAFE ETF Etf (EFA) 0.0 $91k 1.4k 65.64
Wabtec Common Stock (WAB) 0.0 $90k 900.00 99.81
Citigroup Common Stock (C) 0.0 $89k 2.0k 45.23
Enterprise Products Partners Common Stock (EPD) 0.0 $89k 3.7k 24.12
TowneBank Portsmouth VA Common Stock (TOWN) 0.0 $87k 2.8k 31.07
At&t Common Stock (T) 0.0 $86k 4.7k 18.41
Exelon Corp Common Stock (EXC) 0.0 $86k 2.0k 43.23
iShares Total US Stock Market ETF Etf (ITOT) 0.0 $85k 1.0k 84.80
Enbridge Inc F Common Stock (ENB) 0.0 $85k 2.2k 39.10
AvalonBay Communities Inc REIT Common Stock (AVB) 0.0 $84k 517.00 163.11
Centene Corp Common Stock (CNC) 0.0 $82k 1.0k 82.01
Ibm Common Stock (IBM) 0.0 $78k 551.00 140.89
Becton Dickinson & Co Common Stock (BDX) 0.0 $76k 300.00 254.30
Skyworks Solutions Common Stock (SWKS) 0.0 $73k 800.00 91.13
Royal Bank Of Canada Common Stock (RY) 0.0 $71k 758.00 94.02
Newmarket Corporation Common Stock (NEU) 0.0 $71k 225.00 313.21
Illinois Tool Works Common Stock (ITW) 0.0 $67k 300.00 221.61
Boeing Common Stock (BA) 0.0 $66k 348.00 190.26
Morningstar Common Stock (MORN) 0.0 $65k 300.00 216.59
Corning Common Stock (GLW) 0.0 $65k 2.0k 31.94
Centerpoint Energy Common Stock (CNP) 0.0 $62k 2.1k 29.99
Alphabet Inc. Class A Common Stock (GOOGL) 0.0 $62k 700.00 88.23
3M Common Stock (MMM) 0.0 $60k 500.00 119.92
Corteva Common Stock (CTVA) 0.0 $59k 995.00 58.78
Fortive Corp Disc 00500 Common Stock (FTV) 0.0 $58k 900.00 64.25
Camden Property Trust REIT Common Stock (CPT) 0.0 $56k 500.00 112.82
James Financial Group Common Stock (BOTJ) 0.0 $54k 4.4k 12.32
Enviva Common Stock 0.0 $53k 1.0k 52.97
Universal Corp. Common Stock (UVV) 0.0 $53k 1.0k 52.81
Essential Utils Common Stock (WTRG) 0.0 $53k 1.1k 47.73
Ingevity Corp Common Stock (NGVT) 0.0 $52k 734.00 70.44
Ecolab Common Stock (ECL) 0.0 $51k 350.00 146.09
Amazon.com Common Stock (AMZN) 0.0 $45k 537.00 84.00
Salesforce Common Stock (CRM) 0.0 $44k 329.00 132.59
Charles Schwab US REIT ETF Etf (SCHH) 0.0 $44k 2.3k 19.29
MDU Resources Group Common Stock (MDU) 0.0 $43k 1.4k 30.56
McCormick & Co Common Stock (MKC) 0.0 $43k 516.00 83.28
First Citizens BancShares A Common Stock (FCNCA) 0.0 $42k 55.00 758.36
Novartis AG F Common Stock (NVS) 0.0 $42k 457.00 90.72
Dow Common Stock (DOW) 0.0 $41k 821.00 50.39
Sun Communities REIT Common Stock (SUI) 0.0 $41k 283.00 143.88
SPDR Gold Shares ETF Etf (GLD) 0.0 $40k 235.00 169.64
Southern Co 4.95 percent PFD Due 01/30/80 Preferred Stock (SOJD) 0.0 $39k 2.0k 19.64
Metlife Inc 4.75 percent PFD PFD Ser F Preferred Stock (MET.PF) 0.0 $39k 2.0k 19.55
Kimberly Clark Corp Common Stock (KMB) 0.0 $39k 282.00 136.91
Anthem Common Stock (ELV) 0.0 $39k 75.00 512.97
Atlantic Union Bankshare Common Stock (AUB) 0.0 $37k 1.1k 35.14
Wells Fargo & 4.75 percent PFD PFD Ser Z Preferred Stock (WFC.PZ) 0.0 $37k 2.0k 18.32
Fedex Corp Common Stock (FDX) 0.0 $37k 203.00 180.22
Ansys Common Stock (ANSS) 0.0 $36k 150.00 241.59
Capital One Financial 5 percent P Preferred Stock (COF.PI) 0.0 $36k 2.0k 18.00
DuPont De Nemours Inc Ia Common Stock (DD) 0.0 $36k 521.00 68.63
Capital One Financial Corp. Common Stock (COF) 0.0 $35k 381.00 92.96
Auto Data Processing Common Stock (ADP) 0.0 $35k 147.00 240.11
Analog Devices Common Stock (ADI) 0.0 $34k 205.00 164.03
VF Corp Common Stock (VFC) 0.0 $33k 1.2k 27.61
Linde Common Stock 0.0 $33k 100.00 326.18
Principal Financial Group Common Stock (PFG) 0.0 $33k 387.00 83.92
iShares Core US Aggregate Bond ETF Etf (AGG) 0.0 $32k 327.00 96.99
Tredegar Corp Common Stock (TG) 0.0 $29k 2.8k 10.35
Synopsys Common Stock (SNPS) 0.0 $29k 91.00 319.29
Goldman Sachs Group Common Stock (GS) 0.0 $29k 84.00 343.38
Williams Sonoma Common Stock (WSM) 0.0 $28k 240.00 114.92
Siemens Common Stock (SIEGY) 0.0 $28k 400.00 68.79
Autodesk Common Stock (ADSK) 0.0 $27k 145.00 186.87
Conmed Corp Common Stock (CNMD) 0.0 $27k 300.00 88.84
Intel Common Stock (INTC) 0.0 $26k 990.00 26.43
Yum Brands Common Stock (YUM) 0.0 $26k 200.00 128.08
Shell PLC F Un Common Stock (SHEL) 0.0 $25k 440.00 56.95
Caterpillar Common Stock (CAT) 0.0 $24k 100.00 239.56
Hologic Common Stock (HOLX) 0.0 $23k 313.00 74.81
Phillips 66 Common Stock (PSX) 0.0 $23k 222.00 104.08
Motorola Solutions Common Stock (MSI) 0.0 $22k 85.00 258.72
Dentsply Sirona Common Stock (XRAY) 0.0 $21k 666.00 31.97
TotalEnergies SE Common Stock (TTE) 0.0 $21k 330.00 62.82
Baxter International Common Stock (BAX) 0.0 $21k 400.00 51.26
Ford Motor Common Stock (F) 0.0 $20k 1.7k 11.63
Stanley Black & Decker Common Stock (SWK) 0.0 $19k 255.00 75.12
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.0 $19k 481.00 38.98
Thomson Reuters Corp F Common Stock 0.0 $19k 162.00 114.07
NVR Common Stock (NVR) 0.0 $19k 4.00 4612.50
Cleveland-Cliffs Common Stock (CLF) 0.0 $18k 1.1k 16.11
Nucor Corp Common Stock (NUE) 0.0 $18k 137.00 132.32
Sealed Air Corp Common Stock (SEE) 0.0 $18k 362.00 49.88
Zimmer Biomet HLDGS Common Stock (ZBH) 0.0 $18k 140.00 127.74
Acuity Brands Common Stock (AYI) 0.0 $17k 100.00 165.61
Alibaba Group Common Stock (BABA) 0.0 $16k 182.00 88.09
Campbell Soup Common Stock (CPB) 0.0 $16k 275.00 56.75
Heico Corp Class A Common Stock (HEI.A) 0.0 $16k 130.00 119.85
Occidental Petrol 27 WTS Warrants Exp 08/03/27 Warrant (OXY.WS) 0.0 $16k 375.00 41.23
Vanguard Real Estate ETF Etf (VNQ) 0.0 $13k 158.00 82.48
Emerson Electric Common Stock (EMR) 0.0 $13k 132.00 96.06
NXP Semiconductors F Common Stock (NXPI) 0.0 $12k 78.00 158.87
Itt Common Stock (ITT) 0.0 $12k 150.00 81.10
Digital Realty Trust REIT Common Stock (DLR) 0.0 $12k 113.00 101.49
Vanguard S&P 500 Growth ETF Etf (VOOG) 0.0 $11k 53.00 210.94
Moodys Corp Common Stock (MCO) 0.0 $11k 40.00 278.62
DR Reddy S Laboratorie F Common Stock (RDY) 0.0 $10k 200.00 51.75
Idexx Labs Common Stock (IDXX) 0.0 $10k 25.00 407.96
Eaton Corp PLC F Common Stock (ETN) 0.0 $10k 64.00 156.95
Go Daddy Group Inc Class A Common Stock (GDDY) 0.0 $10k 134.00 74.82