3Chopt Investment Partners

3Chopt Investment Partners as of Dec. 31, 2024

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 75 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 16.5 $48M 89k 538.81
Vanguard Small Cap ETF Etf (VB) 7.8 $23M 94k 240.28
Nvidia Corp Common Stock (NVDA) 7.2 $21M 156k 134.29
Apple Common Stock (AAPL) 5.2 $15M 60k 250.42
Alphabet Inc. Class C Common Stock (GOOG) 3.0 $8.9M 47k 190.44
Berkshire Hathaway Class B Common Stock (BRK.B) 2.6 $7.6M 17k 453.28
Microsoft Common Stock (MSFT) 2.3 $6.7M 16k 421.51
Vistra Energy Corp Common Stock (VST) 2.3 $6.6M 48k 137.87
Broadcom Common Stock (AVGO) 2.2 $6.4M 28k 231.84
Meta Platforms Inc Class A Common Stock (META) 2.0 $5.7M 9.7k 585.51
McKesson Corp Common Stock (MCK) 1.6 $4.6M 8.1k 570.62
JPMorgan Betabuilders US Eqy ETF Etf (BBUS) 1.4 $4.2M 40k 105.92
JPMorgan Chase Common Stock (JPM) 1.4 $4.2M 17k 239.71
Philip Morris Intl Common Stock (PM) 1.4 $4.2M 34k 121.69
Eli Lilly & Co. Common Stock (LLY) 1.3 $3.8M 4.9k 772.00
Merck & Co Common Stock (MRK) 1.3 $3.7M 37k 100.27
Amazon.com Common Stock (AMZN) 1.3 $3.7M 17k 219.39
Check PT Software F Common Stock (CHKP) 1.3 $3.6M 20k 186.70
Dropbox Inc Class A Common Stock (DBX) 1.2 $3.6M 121k 30.04
Williams Cos Common Stock (WMB) 1.2 $3.6M 67k 54.12
Vanguard Small Cap Value ETF Etf (VBR) 1.2 $3.6M 18k 198.18
Vanguard FTSE All World Ex US ETF Etf (VEU) 1.2 $3.6M 62k 57.41
NVR Common Stock (NVR) 1.2 $3.5M 429.00 8178.90
Booking Holdings Common Stock (BKNG) 1.2 $3.5M 700.00 4968.42
Altria Group Common Stock (MO) 1.2 $3.4M 64k 53.31
Wells Fargo & Co Common Stock (WFC) 1.2 $3.4M 48k 70.24
Progressive Common Stock (PGR) 1.1 $3.3M 14k 239.61
Procter & Gamble Common Stock (PG) 1.1 $3.2M 19k 167.65
Cisco Systems Common Stock (CSCO) 1.0 $3.1M 52k 59.20
Arch Cap Group LTD F Common Stock (ACGL) 1.0 $3.0M 33k 92.35
Bristol-Myers Squibb Common Stock (BMY) 1.0 $3.0M 53k 56.56
Wal-Mart Common Stock (WMT) 1.0 $3.0M 33k 90.56
Pultegroup Common Stock (PHM) 1.0 $2.9M 27k 109.12
Tesla Common Stock (TSLA) 1.0 $2.9M 7.2k 403.84
iShares Russell 2000 ETF Etf (IWM) 1.0 $2.8M 13k 220.96
Johnson & Johnson Common Stock (JNJ) 0.9 $2.5M 17k 144.62
iShares Core MSCI EAFE ETF Etf (IEFA) 0.9 $2.5M 35k 70.28
Abbvie Common Stock (ABBV) 0.8 $2.4M 14k 177.70
ExxonMobil Common Stock (XOM) 0.8 $2.3M 22k 107.57
CIGNA Corp Common Stock (CI) 0.8 $2.3M 8.4k 276.14
Vertex Pharmaceutical Common Stock (VRTX) 0.8 $2.3M 5.7k 402.70
Charles Schwab Corp Common Stock (SCHW) 0.7 $2.0M 27k 74.01
Bank Of America Corp Common Stock (BAC) 0.7 $2.0M 45k 43.95
Qualcomm Common Stock (QCOM) 0.7 $1.9M 13k 153.62
JPMorgan Global Select Equity ETF Etf (JGLO) 0.6 $1.9M 32k 60.04
Pepsico Common Stock (PEP) 0.6 $1.8M 12k 153.18
Baker Hughes Co. Class A Common Stock (BKR) 0.6 $1.8M 43k 41.02
EOG Resources Common Stock (EOG) 0.6 $1.7M 14k 122.58
Oracle Corp Common Stock (ORCL) 0.6 $1.7M 10k 166.64
Marathon Pete Corp Common Stock (MPC) 0.6 $1.7M 12k 139.50
Raytheon Technologies Common Stock (RTX) 0.6 $1.7M 14k 115.72
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN) 0.6 $1.6M 29k 57.10
CRH Public Limited Co F Common Stock (CRH) 0.5 $1.6M 17k 92.52
Dominion Energy Common Stock (D) 0.5 $1.6M 29k 53.86
JPMorgan Active Value ETF Etf (JAVA) 0.5 $1.6M 25k 63.30
Chevron Corp. Common Stock (CVX) 0.5 $1.5M 10k 144.84
Target Corp Common Stock (TGT) 0.5 $1.4M 11k 135.18
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.5 $1.4M 14k 103.30
Expeditors International of Washington Common Stock (EXPD) 0.5 $1.3M 12k 110.77
JPMorgan Active Growth ETF Etf (JGRO) 0.4 $1.2M 15k 81.03
iShares S&P Small Cap 600 Value ETF Etf (IJS) 0.4 $1.1M 10k 108.61
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.4 $1.1M 23k 47.82
Comcast Corp Class A Common Stock (CMCSA) 0.4 $1.1M 30k 37.53
Verizon Common Stock (VZ) 0.3 $858k 21k 39.99
Citigroup Common Stock (C) 0.3 $845k 12k 70.39
JPMorgan U.S. Quality Factor ETF Etf (JQUA) 0.3 $826k 14k 57.27
Lam Research Corp Common Stock (LRCX) 0.3 $746k 10k 72.45
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA) 0.2 $517k 14k 37.41
Truist Finl Corp Common Stock (TFC) 0.2 $505k 12k 43.38
Fox Corp Class A Common Stock (FOXA) 0.2 $502k 10k 48.58
Nintendo LTD F Common Stock (NTDOY) 0.2 $475k 32k 14.63
EQT Corp Common Stock (EQT) 0.2 $461k 10k 46.11
Schwab US Large Cap Growth ETF Etf (SCHG) 0.1 $305k 11k 27.87
Pfizer Common Stock (PFE) 0.1 $271k 10k 26.53
Applied Energetics Common Stock (AERG) 0.0 $58k 90k 0.64