3Chopt Investment Partners

3Chopt Investment Partners as of Dec. 31, 2023

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 165 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 14.1 $38M 88k 436.80
Vanguard Small Cap ETF Etf (VB) 7.8 $21M 99k 213.33
Apple Common Stock (AAPL) 4.1 $11M 57k 192.53
Nvidia Corp Common Stock (NVDA) 2.7 $7.4M 15k 495.22
Alphabet Inc. Class C Common Stock (GOOG) 2.4 $6.5M 46k 140.93
Berkshire Hathaway Class B Common Stock (BRK.B) 2.2 $5.9M 17k 356.66
Microsoft Common Stock (MSFT) 1.9 $5.2M 14k 376.05
NVR Common Stock (NVR) 1.6 $4.3M 614.00 7000.45
McKesson Corp Common Stock (MCK) 1.5 $4.1M 8.8k 463.62
Merck & Co Common Stock (MRK) 1.4 $3.7M 34k 109.79
Broadcom Common Stock (AVGO) 1.3 $3.6M 3.3k 1116.25
Arch Cap Group LTD F Common Stock (ACGL) 1.2 $3.3M 44k 74.27
Vanguard Small Cap Value ETF Etf (VBR) 1.2 $3.2M 18k 179.97
Cisco Systems Common Stock (CSCO) 1.2 $3.2M 63k 50.52
Meta Platforms Inc Class A Common Stock (META) 1.1 $3.0M 8.5k 353.96
JPMorgan Chase Common Stock (JPM) 1.1 $2.9M 17k 170.10
Procter & Gamble Common Stock (PG) 1.1 $2.9M 20k 146.54
Check PT Software F Common Stock (CHKP) 1.0 $2.8M 19k 152.79
CIGNA Corp Common Stock (CI) 1.0 $2.8M 9.3k 299.45
Vertex Pharmaceutical Common Stock (VRTX) 1.0 $2.8M 6.8k 406.89
JPMorgan Betabuilders US Eqy ETF Etf (BBUS) 1.0 $2.6M 31k 85.89
iShares Russell 2000 ETF Etf (IWM) 1.0 $2.6M 13k 200.71
Philip Morris Intl Common Stock (PM) 0.9 $2.5M 26k 95.38
Vanguard FTSE All World Ex US ETF Etf (VEU) 0.9 $2.5M 44k 56.14
Comcast Corp Class A Common Stock (CMCSA) 0.9 $2.5M 57k 43.85
iShares Core MSCI EAFE ETF Etf (IEFA) 0.9 $2.4M 35k 70.35
Johnson & Johnson Common Stock (JNJ) 0.9 $2.4M 16k 156.74
Booking Holdings Common Stock (BKNG) 0.9 $2.4M 683.00 3547.22
Applied Energetics Common Stock (AERG) 0.9 $2.4M 1.1M 2.21
Progressive Common Stock (PGR) 0.9 $2.4M 15k 159.28
Altria Group Common Stock (MO) 0.9 $2.3M 57k 41.31
ExxonMobil Common Stock (XOM) 0.9 $2.3M 23k 99.98
Charles Schwab Corp Common Stock (SCHW) 0.9 $2.3M 34k 68.80
Williams Cos Common Stock (WMB) 0.9 $2.3M 67k 34.83
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN) 0.8 $2.3M 40k 56.93
Pepsico Common Stock (PEP) 0.8 $2.1M 13k 170.85
Vistra Energy Corp Common Stock (VST) 0.8 $2.1M 55k 38.52
Dropbox Inc Class A Common Stock (DBX) 0.8 $2.1M 71k 29.48
Lockheed Martin Corp Common Stock (LMT) 0.8 $2.1M 4.6k 453.27
Amazon.com Common Stock (AMZN) 0.8 $2.1M 14k 151.94
Wells Fargo & Co Common Stock (WFC) 0.7 $2.0M 41k 49.22
Eli Lilly & Co. Common Stock (LLY) 0.7 $2.0M 3.5k 582.92
Pultegroup Common Stock (PHM) 0.7 $1.9M 19k 103.42
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.6 $1.7M 35k 47.90
Wal-Mart Common Stock (WMT) 0.6 $1.6M 10k 158.22
Target Corp Common Stock (TGT) 0.6 $1.6M 11k 142.42
Lab Corp Of America Common Stock 0.6 $1.5M 6.8k 227.29
Tesla Common Stock (TSLA) 0.6 $1.5M 6.1k 248.48
Marathon Pete Corp Common Stock (MPC) 0.5 $1.5M 10k 148.36
Baker Hughes Co. Class A Common Stock (BKR) 0.5 $1.5M 44k 34.18
Chevron Corp. Common Stock (CVX) 0.5 $1.5M 9.9k 149.16
Expeditors International of Washington Common Stock (EXPD) 0.5 $1.5M 12k 127.20
Abbvie Common Stock (ABBV) 0.5 $1.4M 9.3k 154.97
Norfolk Southern Common Stock (NSC) 0.5 $1.4M 5.9k 236.38
Bristol-Myers Squibb Common Stock (BMY) 0.5 $1.4M 27k 51.31
EOG Resources Common Stock (EOG) 0.5 $1.3M 11k 120.95
O'Reilly Automotive Common Stock (ORLY) 0.5 $1.3M 1.4k 950.08
Bank Of America Corp Common Stock (BAC) 0.4 $1.2M 35k 33.67
Raytheon Technologies Common Stock (RTX) 0.4 $1.2M 14k 84.14
Mastercard Inc Class A Common Stock (MA) 0.4 $1.2M 2.7k 426.51
Verizon Common Stock (VZ) 0.4 $1.2M 31k 37.70
Vanguard Mega Cap ETF Etf (MGC) 0.4 $1.1M 6.7k 169.28
iShares S&P Small Cap 600 Value ETF Etf (IJS) 0.4 $1.1M 10k 103.07
Vanguard High Dividend Yield ETF Etf (VYM) 0.4 $1.1M 9.5k 111.63
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.4 $1.1M 14k 78.02
Spdr S&p 500 Etf Etf (SPY) 0.4 $1.0M 2.2k 477.22
Home Depot Common Stock (HD) 0.4 $1.0M 2.9k 346.55
Vanguard Mid Cap ETF Etf (VO) 0.4 $1.0M 4.4k 232.64
Oracle Corp Common Stock (ORCL) 0.4 $1.0M 9.5k 105.43
Dominion Energy Common Stock (D) 0.4 $979k 21k 47.00
JPMorgan Active Growth ETF Etf (JGRO) 0.4 $971k 16k 61.10
Applied Materials Common Stock (AMAT) 0.3 $948k 5.8k 162.07
Autozone Common Stock (AZO) 0.3 $946k 366.00 2585.61
Lam Research Corp Common Stock (LRCX) 0.3 $924k 1.2k 785.10
Builders Firstsource Common Stock (BLDR) 0.3 $911k 5.5k 166.94
Lennar Corp Class A Common Stock (LEN) 0.3 $900k 6.0k 149.04
Accenture PLC F Class A Common Stock (ACN) 0.3 $889k 2.5k 350.91
Autodesk Common Stock (ADSK) 0.3 $885k 3.6k 243.48
Northrop Grumman Corp Common Stock (NOC) 0.3 $882k 1.9k 468.14
CBRE Group Inc Class A Common Stock (CBRE) 0.3 $881k 9.5k 93.09
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA) 0.3 $869k 24k 36.25
American Express Common Stock (AXP) 0.3 $851k 4.5k 187.34
Post Holdings Common Stock (POST) 0.3 $840k 9.5k 88.06
JPMorgan Active Value ETF Etf (JAVA) 0.3 $830k 15k 55.62
Mondelez Intl Class A Common Stock (MDLZ) 0.3 $816k 11k 72.86
Nucor Corp Common Stock (NUE) 0.3 $800k 4.6k 174.58
Visa Inc Class A Common Stock (V) 0.3 $779k 3.0k 260.35
Adobe Common Stock (ADBE) 0.3 $773k 1.3k 596.60
JPMorgan U.S. Quality Factor ETF Etf (JQUA) 0.3 $756k 16k 47.87
UnitedHealth Group Common Stock (UNH) 0.3 $736k 1.4k 526.47
Texas Instruments Common Stock (TXN) 0.3 $735k 4.3k 170.46
Qualcomm Common Stock (QCOM) 0.3 $698k 4.8k 144.63
McDonald's Common Stock (MCD) 0.3 $685k 2.3k 296.51
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC) 0.2 $667k 7.1k 94.22
Equinix Inc REIT Common Stock (EQIX) 0.2 $630k 782.00 805.39
Lowes Companies Common Stock (LOW) 0.2 $575k 2.6k 222.55
Willis Towers Watson P F Common Stock (WTW) 0.2 $556k 2.3k 242.04
Alphabet Inc. Class A Common Stock (GOOGL) 0.2 $551k 3.9k 139.69
iShares Core S&P Small Cap ETF Etf (IJR) 0.2 $543k 5.0k 108.25
Honeywell Intl Common Stock (HON) 0.2 $535k 2.6k 209.71
Abbott Laboratories Common Stock (ABT) 0.2 $533k 4.8k 110.07
Regeneron Pharms Common Stock (REGN) 0.2 $526k 599.00 878.29
Discover Financial Services Common Stock (DFS) 0.2 $508k 4.5k 112.40
CVS Health Corp Common Stock (CVS) 0.2 $501k 6.3k 78.96
Starbucks Corp Common Stock (SBUX) 0.2 $498k 5.2k 96.01
Nestle S A F Common Stock (NSRGY) 0.2 $483k 4.2k 115.63
CF Industries Holdings Common Stock (CF) 0.2 $477k 6.0k 79.50
Cintas Corp Common Stock (CTAS) 0.2 $468k 777.00 602.66
Danaher Corp Common Stock (DHR) 0.2 $467k 2.0k 231.58
Textron Common Stock (TXT) 0.2 $463k 5.8k 80.44
Vanguard Dividend Appreciation ETF Etf (VIG) 0.2 $453k 2.7k 170.40
Paychex Common Stock (PAYX) 0.2 $452k 3.8k 119.11
Walt Disney Common Stock (DIS) 0.2 $444k 4.9k 90.59
TJX Companies Common Stock (TJX) 0.2 $435k 4.6k 93.81
Micron Technology Common Stock (MU) 0.2 $427k 5.0k 85.46
BlackRock Common Stock (BLK) 0.2 $422k 520.00 811.80
Ameriprise Financial Common Stock (AMP) 0.2 $420k 1.1k 379.83
Duke Energy Corp Common Stock (DUK) 0.2 $409k 4.2k 97.04
EQT Corp Common Stock (EQT) 0.1 $400k 10k 38.66
Chipotle Mexican GRL Common Stock (CMG) 0.1 $396k 173.00 2286.96
Air Prod & Chemicals Common Stock (APD) 0.1 $393k 1.4k 275.55
Crown Castle Intl Co REIT Common Stock (CCI) 0.1 $386k 3.3k 115.19
Coca-Cola Common Stock (KO) 0.1 $381k 6.5k 58.93
Deere & Co Common Stock (DE) 0.1 $376k 937.00 401.34
JPMorgan DVRSFD RTRN Intrnl EQT ETF Etf (JPIN) 0.1 $371k 6.8k 54.32
Diageo Common Stock (DEO) 0.1 $363k 2.5k 145.66
L3Harris Technologies Common Stock (LHX) 0.1 $361k 1.7k 210.62
LKQ Corp Common Stock (LKQ) 0.1 $361k 7.5k 47.79
United Parcel Service Class B Common Stock (UPS) 0.1 $359k 2.3k 157.23
S&P Global Common Stock (SPGI) 0.1 $354k 803.00 440.52
JPMorgan Equity Premium Income ETF Etf (JEPI) 0.1 $351k 6.3k 55.41
Fidelity Natl Info Common Stock (FIS) 0.1 $348k 5.8k 60.07
Pfizer Common Stock (PFE) 0.1 $347k 12k 28.79
Westrock Common Stock (WRK) 0.1 $347k 8.3k 41.52
Steel Dynamics Common Stock (STLD) 0.1 $342k 2.9k 118.53
iShares US Technology ETF Etf (IYW) 0.1 $338k 2.8k 122.75
Nintendo LTD F Common Stock (NTDOY) 0.1 $320k 25k 12.99
Dell Technologies Inc Class C Common Stock (DELL) 0.1 $313k 4.1k 76.50
iShares MSCI EAFE Value ETF Etf (EFV) 0.1 $313k 6.0k 52.10
Intuit Common Stock (INTU) 0.1 $311k 498.00 625.03
PNC Financial Services Common Stock (PNC) 0.1 $310k 2.0k 154.85
Synopsys Common Stock (SNPS) 0.1 $307k 597.00 514.91
General Electric Common Stock (GE) 0.1 $307k 2.4k 127.71
Analog Devices Common Stock (ADI) 0.1 $306k 1.5k 198.56
Truist Finl Corp Common Stock (TFC) 0.1 $303k 8.2k 36.92
Astrazeneca Common Stock (AZN) 0.1 $295k 4.4k 67.35
Thermo Fisher Scientific Common Stock (TMO) 0.1 $293k 551.00 531.13
RGC Resources Common Stock (RGCO) 0.1 $288k 14k 20.34
Colgate-Palmolive Common Stock (CL) 0.1 $285k 3.6k 79.71
Fastenal Common Stock (FAST) 0.1 $274k 4.2k 64.77
Costco Wholesale Common Stock (COST) 0.1 $269k 399.00 675.08
Waste Management Common Stock (WM) 0.1 $256k 1.4k 179.10
Nextera Energy Common Stock (NEE) 0.1 $246k 4.1k 60.74
Southern Common Stock (SO) 0.1 $244k 3.5k 70.12
Fiserv Common Stock (FI) 0.1 $244k 1.8k 132.84
American International Group Common Stock (AIG) 0.1 $240k 3.5k 67.75
General Dynamics Common Stock (GD) 0.1 $239k 921.00 259.67
Prudential Financial Common Stock (PRU) 0.1 $230k 2.2k 103.71
Vanguard Internatnl HGH DIV YLD ETF Etf (VYMI) 0.1 $222k 3.3k 66.49
iShares Core MSCI Emerging ETF Etf (IEMG) 0.1 $218k 4.3k 50.58
Nisource Inc 00500 Common Stock (NI) 0.1 $213k 8.0k 26.55
NXP Semiconductors F Common Stock (NXPI) 0.1 $210k 908.00 230.68
Salesforce Common Stock (CRM) 0.1 $208k 791.00 263.14
Morgan Stanley Common Stock (MS) 0.1 $203k 2.2k 93.25
KLA Corp. Common Stock (KLAC) 0.1 $201k 345.00 581.30