3Chopt Investment Partners

3Chopt Investment Partners as of June 30, 2024

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 183 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 13.6 $45M 89k 501.91
Vanguard Small Cap ETF Etf (VB) 6.4 $21M 96k 218.89
Nvidia Corp Common Stock (NVDA) 5.7 $19M 151k 123.54
Apple Common Stock (AAPL) 3.9 $13M 61k 210.62
Alphabet Inc. Class C Common Stock (GOOG) 2.8 $9.0M 49k 183.42
Microsoft Common Stock (MSFT) 2.2 $7.2M 16k 446.96
Berkshire Hathaway Class B Common Stock (BRK.B) 2.1 $6.7M 17k 406.80
Meta Platforms Inc Class A Common Stock (META) 1.9 $6.2M 12k 504.22
McKesson Corp Common Stock (MCK) 1.5 $4.9M 8.4k 584.67
Broadcom Common Stock (AVGO) 1.4 $4.6M 2.8k 1605.53
Vistra Energy Corp Common Stock (VST) 1.4 $4.4M 52k 85.98
NVR Common Stock (NVR) 1.3 $4.4M 581.00 7588.56
Merck & Co Common Stock (MRK) 1.3 $4.3M 35k 124.57
Vertex Pharmaceutical Common Stock (VRTX) 1.1 $3.7M 7.9k 468.72
Philip Morris Intl Common Stock (PM) 1.1 $3.7M 36k 102.63
Arch Cap Group LTD F Common Stock (ACGL) 1.1 $3.6M 35k 100.89
JPMorgan Chase Common Stock (JPM) 1.1 $3.5M 17k 202.26
Vanguard FTSE All World Ex US ETF Etf (VEU) 1.1 $3.4M 59k 58.64
Eli Lilly & Co. Common Stock (LLY) 1.0 $3.4M 3.7k 905.38
Check PT Software F Common Stock (CHKP) 1.0 $3.2M 19k 165.00
Vanguard Small Cap Value ETF Etf (VBR) 1.0 $3.2M 17k 183.54
Amazon.com Common Stock (AMZN) 1.0 $3.1M 16k 193.25
Altria Group Common Stock (MO) 0.9 $3.1M 66k 46.54
Procter & Gamble Common Stock (PG) 0.9 $3.0M 18k 164.92
CIGNA Corp Common Stock (CI) 0.9 $3.0M 9.0k 330.57
Progressive Common Stock (PGR) 0.9 $2.9M 14k 207.71
Pultegroup Common Stock (PHM) 0.9 $2.9M 26k 110.29
Williams Cos Common Stock (WMB) 0.9 $2.8M 66k 42.50
JPMorgan Betabuilders US Eqy ETF Etf (BBUS) 0.9 $2.8M 29k 98.12
Booking Holdings Common Stock (BKNG) 0.9 $2.8M 704.00 3961.50
Wells Fargo & Co Common Stock (WFC) 0.8 $2.7M 46k 59.39
iShares Russell 2000 ETF Etf (IWM) 0.8 $2.6M 13k 202.89
Dropbox Inc Class A Common Stock (DBX) 0.8 $2.6M 114k 22.47
iShares Core MSCI EAFE ETF Etf (IEFA) 0.8 $2.5M 34k 72.64
Cisco Systems Common Stock (CSCO) 0.7 $2.4M 51k 47.51
Charles Schwab Corp Common Stock (SCHW) 0.7 $2.4M 33k 73.69
Johnson & Johnson Common Stock (JNJ) 0.7 $2.3M 16k 146.16
Abbvie Common Stock (ABBV) 0.7 $2.2M 13k 171.52
Wal-Mart Common Stock (WMT) 0.7 $2.2M 33k 67.71
Qualcomm Common Stock (QCOM) 0.7 $2.1M 11k 199.18
Pepsico Common Stock (PEP) 0.6 $2.1M 13k 164.93
Bristol-Myers Squibb Common Stock (BMY) 0.6 $1.9M 45k 41.53
Marathon Pete Corp Common Stock (MPC) 0.5 $1.8M 10k 173.48
Raytheon Technologies Common Stock (RTX) 0.5 $1.7M 17k 100.39
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN) 0.5 $1.7M 28k 59.08
Chevron Corp. Common Stock (CVX) 0.5 $1.7M 11k 156.42
EOG Resources Common Stock (EOG) 0.5 $1.6M 13k 125.87
Expeditors International of Washington Common Stock (EXPD) 0.5 $1.6M 13k 124.79
ExxonMobil Common Stock (XOM) 0.5 $1.6M 14k 115.12
Baker Hughes Co. Class A Common Stock (BKR) 0.5 $1.5M 43k 35.17
Target Corp Common Stock (TGT) 0.5 $1.5M 10k 148.04
Bank Of America Corp Common Stock (BAC) 0.4 $1.5M 37k 39.77
Oracle Corp Common Stock (ORCL) 0.4 $1.4M 10k 141.20
JPMorgan Global Select Equity ETF Etf (JGLO) 0.4 $1.4M 23k 60.40
Comcast Corp Class A Common Stock (CMCSA) 0.4 $1.4M 36k 39.16
Verizon Common Stock (VZ) 0.4 $1.4M 33k 41.24
Dominion Energy Common Stock (D) 0.4 $1.4M 28k 49.00
Vanguard Mega Cap ETF Etf (MGC) 0.4 $1.3M 6.7k 197.91
Tesla Common Stock (TSLA) 0.4 $1.3M 6.7k 197.88
Labcorp HLDGS Common Stock (LH) 0.4 $1.3M 6.5k 203.51
Mastercard Inc Class A Common Stock (MA) 0.4 $1.3M 2.9k 441.16
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.4 $1.3M 14k 93.95
Norfolk Southern Common Stock (NSC) 0.4 $1.2M 5.7k 214.69
Spdr S&p 500 Etf Etf (SPY) 0.4 $1.2M 2.2k 545.98
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.4 $1.2M 23k 49.42
Home Depot Common Stock (HD) 0.4 $1.2M 3.4k 344.24
CRH Public Limited Co F Common Stock (CRH) 0.4 $1.1M 15k 74.98
Vanguard High Dividend Yield ETF Etf (VYM) 0.3 $1.1M 9.4k 118.60
JPMorgan Active Value ETF Etf (JAVA) 0.3 $1.1M 19k 59.26
Lam Research Corp Common Stock (LRCX) 0.3 $1.1M 1.0k 1066.83
American Express Common Stock (AXP) 0.3 $1.1M 4.8k 231.55
Lockheed Martin Corp Common Stock (LMT) 0.3 $1.1M 2.3k 467.15
Vanguard Mid Cap ETF Etf (VO) 0.3 $1.1M 4.4k 243.03
JPMorgan Active Growth ETF Etf (JGRO) 0.3 $1.0M 14k 75.15
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.0M 5.7k 182.15
Adobe Common Stock (ADBE) 0.3 $1.0M 1.9k 555.54
iShares S&P Small Cap 600 Value ETF Etf (IJS) 0.3 $1.0M 10k 97.27
Texas Instruments Common Stock (TXN) 0.3 $944k 4.9k 194.53
Arm HLDGS PLC F Un Common Stock (ARM) 0.3 $922k 5.6k 163.62
Lennar Corp Class A Common Stock (LEN) 0.3 $904k 6.0k 149.87
Visa Inc Class A Common Stock (V) 0.3 $893k 3.4k 262.47
Post Holdings Common Stock (POST) 0.3 $877k 8.4k 104.16
Deere & Co Common Stock (DE) 0.3 $875k 2.3k 375.10
Autodesk Common Stock (ADSK) 0.3 $874k 3.5k 247.45
O'Reilly Automotive Common Stock (ORLY) 0.3 $851k 806.00 1056.06
CBRE Group Inc Class A Common Stock (CBRE) 0.3 $844k 9.5k 89.11
Mondelez Intl Class A Common Stock (MDLZ) 0.3 $839k 13k 65.86
UnitedHealth Group Common Stock (UNH) 0.3 $830k 1.6k 509.26
JPMorgan U.S. Quality Factor ETF Etf (JQUA) 0.3 $820k 16k 52.95
Northrop Grumman Corp Common Stock (NOC) 0.2 $799k 1.8k 435.95
At&t Common Stock (T) 0.2 $789k 41k 19.11
Abbott Laboratories Common Stock (ABT) 0.2 $783k 7.5k 103.91
CF Industries Holdings Common Stock (CF) 0.2 $772k 10k 74.12
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC) 0.2 $757k 7.1k 106.95
Owens Corning Fiberglas Common Stock (OC) 0.2 $753k 4.3k 173.72
Micron Technology Common Stock (MU) 0.2 $719k 5.5k 131.53
Accenture PLC F Class A Common Stock (ACN) 0.2 $717k 2.4k 303.41
General Electric Common Stock (GE) 0.2 $704k 4.4k 158.97
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA) 0.2 $688k 18k 38.17
Pfizer Common Stock (PFE) 0.2 $637k 23k 27.98
Honeywell Intl Common Stock (HON) 0.2 $628k 2.9k 213.54
McDonald's Common Stock (MCD) 0.2 $628k 2.5k 254.84
Chipotle Mexican GRL Common Stock (CMG) 0.2 $610k 9.7k 62.65
Lowes Companies Common Stock (LOW) 0.2 $595k 2.7k 220.46
Equinix Inc REIT Common Stock (EQIX) 0.2 $583k 771.00 756.60
Willis Towers Watson P F Common Stock (WTW) 0.2 $581k 2.2k 263.02
Air Prod & Chemicals Common Stock (APD) 0.2 $580k 2.2k 258.05
Regeneron Pharms Common Stock (REGN) 0.2 $566k 538.00 1051.03
TJX Companies Common Stock (TJX) 0.2 $558k 5.1k 110.10
Cintas Corp Common Stock (CTAS) 0.2 $555k 793.00 700.26
Danaher Corp Common Stock (DHR) 0.2 $548k 2.2k 250.12
JPMorgan U.S. Momentum Factor ETF Etf (JMOM) 0.2 $544k 10k 53.60
Vanguard Dividend Appreciation ETF Etf (VIG) 0.2 $540k 2.9k 183.45
Cloudflare Inc Class A Common Stock (NET) 0.2 $538k 6.5k 82.83
Dell Technologies Inc Class C Common Stock (DELL) 0.2 $529k 3.8k 137.91
iShares Core S&P Small Cap ETF Etf (IJR) 0.2 $522k 4.9k 106.66
Coca-Cola Common Stock (KO) 0.2 $510k 8.0k 64.13
Walt Disney Common Stock (DIS) 0.2 $509k 5.1k 99.29
JPMRG DVSFD Retn Emrg MRKS Eqy ETF Etf (JPEM) 0.1 $486k 9.0k 54.08
Capital One Financial Corp. Common Stock (COF) 0.1 $483k 3.5k 138.44
Textron Common Stock (TXT) 0.1 $483k 5.6k 85.88
Discover Financial Services Common Stock (DFS) 0.1 $476k 3.6k 130.81
BlackRock Common Stock (BLK) 0.1 $465k 590.00 787.32
JPMorgan Intern Resrch Enh EQT ETF Etf (JIRE) 0.1 $459k 7.3k 62.60
Salesforce Common Stock (CRM) 0.1 $454k 1.8k 257.10
Duke Energy Corp Common Stock (DUK) 0.1 $450k 4.5k 100.23
Fidelity Natl Info Common Stock (FIS) 0.1 $447k 5.9k 75.36
Costco Wholesale Common Stock (COST) 0.1 $446k 525.00 849.99
Builders Firstsource Common Stock (BLDR) 0.1 $441k 3.2k 138.41
Nintendo LTD F Common Stock (NTDOY) 0.1 $437k 33k 13.45
Westrock Common Stock (WRK) 0.1 $424k 8.4k 50.26
iShares US Technology ETF Etf (IYW) 0.1 $414k 2.8k 150.50
Analog Devices Common Stock (ADI) 0.1 $414k 1.8k 228.26
Citigroup Common Stock (C) 0.1 $406k 6.4k 63.46
Thermo Fisher Scientific Common Stock (TMO) 0.1 $401k 725.00 553.39
L3Harris Technologies Common Stock (LHX) 0.1 $401k 1.8k 224.58
Colgate-Palmolive Common Stock (CL) 0.1 $401k 4.1k 97.04
Paychex Common Stock (PAYX) 0.1 $397k 3.3k 118.56
Ibm Common Stock (IBM) 0.1 $395k 2.3k 172.95
Nextera Energy Common Stock (NEE) 0.1 $394k 5.6k 70.81
KLA Corp. Common Stock (KLAC) 0.1 $381k 462.00 824.51
EQT Corp Common Stock (EQT) 0.1 $377k 10k 36.98
Nestle S A F Common Stock (NSRGY) 0.1 $372k 3.6k 102.45
United Parcel Service Class B Common Stock (UPS) 0.1 $363k 2.6k 136.85
S&P Global Common Stock (SPGI) 0.1 $362k 812.00 446.00
Autozone Common Stock (AZO) 0.1 $362k 122.00 2964.10
JPMorgan Equity Premium Income ETF Etf (JEPI) 0.1 $360k 6.3k 56.68
Ameriprise Financial Common Stock (AMP) 0.1 $360k 842.00 427.19
Intuit Common Stock (INTU) 0.1 $348k 529.00 657.21
Waste Management Common Stock (WM) 0.1 $332k 1.6k 213.34
Crown Castle Intl Co REIT Common Stock (CCI) 0.1 $332k 3.4k 97.70
Truist Finl Corp Common Stock (TFC) 0.1 $331k 8.5k 38.85
Fiserv Common Stock (FI) 0.1 $320k 2.1k 149.04
Diageo Common Stock (DEO) 0.1 $320k 2.5k 126.08
Starbucks Corp Common Stock (SBUX) 0.1 $317k 4.1k 77.85
RPM Interntnl Common Stock (RPM) 0.1 $315k 2.9k 107.68
General Dynamics Common Stock (GD) 0.1 $314k 1.1k 290.14
Southern Common Stock (SO) 0.1 $297k 3.8k 77.57
American International Group Common Stock (AIG) 0.1 $293k 3.9k 74.24
PNC Financial Services Common Stock (PNC) 0.1 $290k 1.9k 155.48
Caterpillar Common Stock (CAT) 0.1 $290k 869.00 333.10
Morgan Stanley Common Stock (MS) 0.1 $283k 2.9k 97.19
LKQ Corp Common Stock (LKQ) 0.1 $282k 6.8k 41.59
Prudential Financial Common Stock (PRU) 0.1 $281k 2.4k 117.19
Elevance Health Common Stock (ELV) 0.1 $280k 516.00 541.86
HCA Healthcare Common Stock (HCA) 0.1 $275k 856.00 321.28
NXP Semiconductors F Common Stock (NXPI) 0.1 $267k 990.00 270.11
Cadence Design SYS Common Stock (CDNS) 0.1 $253k 823.00 307.75
Goldman Sachs Group Common Stock (GS) 0.1 $252k 558.00 452.32
Vanguard Internatnl HGH DIV YLD ETF Etf (VYMI) 0.1 $243k 3.5k 68.53
Netflix Common Stock (NFLX) 0.1 $237k 351.00 674.88
Fastenal Common Stock (FAST) 0.1 $233k 3.7k 62.84
JPMorgan DVRSFD RTRN Intrnl EQT ETF Etf (JPIN) 0.1 $226k 4.1k 55.28
Invsc QQQ Trust SRS 1 ETF Etf (QQQ) 0.1 $226k 471.00 479.87
Nisource Inc 00500 Common Stock (NI) 0.1 $226k 7.8k 28.81
Te Connectivity LTD F Common Stock (TEL) 0.1 $223k 1.5k 150.43
Roper Technologies Common Stock (ROP) 0.1 $220k 391.00 563.66
Ballard Power SYS F Common Stock (BLDP) 0.1 $219k 97k 2.25
Plug Power Common Stock (PLUG) 0.1 $212k 91k 2.33
Linde PLC F Common Stock (LIN) 0.1 $205k 468.00 438.81
American Electric Power Common Stock (AEP) 0.1 $204k 2.3k 87.74
Union Pacific Corp Common Stock (UNP) 0.1 $203k 898.00 226.26
Applied Energetics Common Stock (AERG) 0.0 $113k 75k 1.51