3Chopt Investment Partners

3Chopt Investment Partners as of June 30, 2025

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 226 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.4 $51M 90k 569.78
NVIDIA Corporation (NVDA) 5.5 $23M 146k 158.00
Vanguard Index Fds Small Cp Etf (VB) 5.5 $23M 97k 237.77
Apple (AAPL) 3.7 $15M 75k 205.17
Microsoft Corporation (MSFT) 2.7 $11M 22k 497.42
Vistra Energy (VST) 2.0 $8.4M 44k 193.81
Alphabet Cap Stk Cl C (GOOG) 2.0 $8.2M 47k 177.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $8.0M 16k 485.77
Meta Platforms Cl A (META) 1.9 $7.9M 11k 738.09
Broadcom (AVGO) 1.8 $7.6M 27k 275.65
Philip Morris International (PM) 1.7 $6.9M 38k 183.48
McKesson Corporation (MCK) 1.4 $5.9M 8.1k 733.50
Amazon (AMZN) 1.3 $5.3M 24k 219.39
JPMorgan Chase & Co. (JPM) 1.3 $5.2M 18k 289.91
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.1 $4.7M 42k 111.92
Booking Holdings (BKNG) 1.1 $4.6M 794.00 5789.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $4.5M 67k 67.22
Check Point Software Tech Lt Ord (CHKP) 1.0 $4.3M 20k 221.25
Altria (MO) 1.0 $4.3M 72k 59.65
Wells Fargo & Company (WFC) 1.0 $4.3M 53k 80.12
Williams Companies (WMB) 1.0 $4.2M 67k 62.81
Cisco Systems (CSCO) 0.9 $3.8M 55k 69.38
Dropbox Cl A (DBX) 0.9 $3.7M 131k 28.60
Progressive Corporation (PGR) 0.8 $3.5M 13k 266.86
Johnson & Johnson (JNJ) 0.8 $3.4M 22k 152.75
Wal-Mart Stores (WMT) 0.8 $3.3M 34k 97.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $3.2M 17k 195.93
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.7 $3.1M 48k 64.29
NVR (NVR) 0.7 $3.0M 406.00 7385.66
Qualcomm (QCOM) 0.7 $3.0M 19k 159.26
Procter & Gamble Company (PG) 0.7 $2.9M 19k 159.32
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.9M 17k 176.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.9M 4.00 728800.00
Bristol Myers Squibb (BMY) 0.7 $2.9M 63k 46.29
Abbvie (ABBV) 0.7 $2.8M 15k 185.62
Eli Lilly & Co. (LLY) 0.7 $2.8M 3.5k 779.53
Arch Cap Group Ord (ACGL) 0.7 $2.8M 30k 91.05
Merck & Co (MRK) 0.7 $2.7M 34k 79.98
Capital One Financial (COF) 0.7 $2.7M 13k 212.76
Exxon Mobil Corporation (XOM) 0.6 $2.7M 25k 107.80
Norfolk Southern (NSC) 0.6 $2.6M 10k 255.97
Cigna Corp (CI) 0.6 $2.6M 7.7k 330.58
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.5M 12k 215.79
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.5M 30k 83.48
Gilead Sciences (GILD) 0.6 $2.5M 22k 110.87
Tesla Motors (TSLA) 0.6 $2.5M 7.7k 317.66
Bank of America Corporation (BAC) 0.6 $2.4M 51k 47.32
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $2.2M 4.9k 445.20
Oracle Corporation (ORCL) 0.5 $2.2M 9.9k 218.63
Raytheon Technologies Corp (RTX) 0.5 $2.1M 15k 146.02
Charles Schwab Corporation (SCHW) 0.5 $2.1M 23k 91.24
McDonald's Corporation (MCD) 0.5 $2.0M 6.9k 292.17
Mastercard Incorporated Cl A (MA) 0.5 $2.0M 3.6k 561.94
American Express Company (AXP) 0.5 $1.9M 6.1k 318.98
Marathon Petroleum Corp (MPC) 0.5 $1.9M 11k 166.11
Ishares Tr Global Equity (GLOF) 0.4 $1.9M 39k 48.20
EOG Resources (EOG) 0.4 $1.8M 15k 119.61
Pepsi (PEP) 0.4 $1.8M 14k 132.04
Dominion Resources (D) 0.4 $1.8M 32k 56.52
Chevron Corporation (CVX) 0.4 $1.7M 12k 143.19
Visa Com Cl A (V) 0.4 $1.7M 4.8k 355.05
Baker Hughes Company Cl A (BKR) 0.4 $1.6M 43k 38.34
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.4 $1.6M 24k 67.50
Vanguard World Mega Cap Index (MGC) 0.4 $1.5M 6.7k 225.47
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.5M 14k 109.20
Costco Wholesale Corporation (COST) 0.3 $1.5M 1.5k 989.94
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.3 $1.4M 22k 65.50
CF Industries Holdings (CF) 0.3 $1.4M 15k 92.00
Expeditors International of Washington (EXPD) 0.3 $1.4M 12k 114.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 2.2k 619.61
Labcorp Holdings Com Shs (LH) 0.3 $1.3M 5.1k 262.51
Citigroup Com New (C) 0.3 $1.3M 16k 85.12
Home Depot (HD) 0.3 $1.3M 3.6k 366.64
Cbre Group Cl A (CBRE) 0.3 $1.3M 9.4k 140.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.3M 23k 57.01
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.3M 15k 86.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.3M 9.4k 133.31
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.2M 4.4k 280.90
Honeywell International (HON) 0.3 $1.2M 5.2k 232.88
Coca-Cola Company (KO) 0.3 $1.2M 17k 71.29
Northrop Grumman Corporation (NOC) 0.3 $1.1M 2.3k 499.98
Deere & Company (DE) 0.3 $1.1M 2.2k 510.11
Applied Materials (AMAT) 0.3 $1.1M 5.8k 183.07
O'reilly Automotive (ORLY) 0.3 $1.0M 12k 90.13
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.0M 10k 99.49
Lockheed Martin Corporation (LMT) 0.2 $1.0M 2.2k 463.19
Adobe Systems Incorporated (ADBE) 0.2 $985k 2.5k 386.88
Nextera Energy (NEE) 0.2 $973k 14k 69.42
Lam Research Corp Com New (LRCX) 0.2 $964k 9.9k 97.57
Texas Instruments Incorporated (TXN) 0.2 $934k 4.5k 207.62
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $882k 13k 70.77
Walt Disney Company (DIS) 0.2 $881k 7.1k 124.51
salesforce (CRM) 0.2 $870k 3.2k 273.08
International Business Machines (IBM) 0.2 $863k 2.9k 294.78
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $859k 7.1k 121.38
Ralph Lauren Corp Cl A (RL) 0.2 $839k 3.0k 275.19
Ge Aerospace Com New (GE) 0.2 $833k 3.2k 257.39
Kimberly-Clark Corporation (KMB) 0.2 $827k 6.3k 130.19
Fox Corp Cl A Com (FOXA) 0.2 $822k 15k 56.04
Cintas Corporation (CTAS) 0.2 $799k 3.6k 222.87
Target Corporation (TGT) 0.2 $784k 7.9k 98.65
Mondelez Intl Cl A (MDLZ) 0.2 $775k 11k 67.91
Abbott Laboratories (ABT) 0.2 $769k 5.7k 136.01
W.W. Grainger (GWW) 0.2 $766k 736.00 1040.24
Caterpillar (CAT) 0.2 $765k 2.0k 388.21
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $760k 3.7k 205.54
Duke Energy Corp Com New (DUK) 0.2 $759k 6.4k 118.00
Truist Financial Corp equities (TFC) 0.2 $748k 17k 42.99
Danaher Corporation (DHR) 0.2 $730k 3.7k 197.86
Ishares Tr Msci Eafe Etf (EFA) 0.2 $719k 8.0k 89.39
Paychex (PAYX) 0.2 $717k 4.9k 145.46
Owens Corning (OC) 0.2 $706k 5.1k 137.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $700k 3.9k 181.74
Post Holdings Inc Common (POST) 0.2 $681k 6.3k 109.03
Micron Technology (MU) 0.2 $668k 5.4k 123.25
Blackrock (BLK) 0.2 $656k 625.00 1049.25
Willis Towers Watson SHS (WTW) 0.2 $647k 2.1k 307.42
TJX Companies (TJX) 0.2 $647k 5.2k 123.49
Lowe's Companies (LOW) 0.2 $635k 2.9k 221.87
Netflix (NFLX) 0.2 $635k 474.00 1339.13
Equinix (EQIX) 0.2 $625k 786.00 795.47
EQT Corporation (EQT) 0.1 $596k 10k 58.32
Synchrony Financial (SYF) 0.1 $578k 8.7k 66.74
Southern Company (SO) 0.1 $575k 6.3k 91.83
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $569k 5.2k 109.29
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $567k 8.8k 64.34
Air Products & Chemicals (APD) 0.1 $566k 2.0k 282.06
Morgan Stanley Com New (MS) 0.1 $562k 4.0k 140.86
Verizon Communications (VZ) 0.1 $549k 13k 43.27
Intuit (INTU) 0.1 $537k 682.00 787.63
Accenture Plc Ireland Shs Class A (ACN) 0.1 $535k 1.8k 298.89
Chipotle Mexican Grill (CMG) 0.1 $533k 9.5k 56.15
Ameriprise Financial (AMP) 0.1 $523k 980.00 533.73
Kla Corp Com New (KLAC) 0.1 $515k 575.00 895.74
Corning Incorporated (GLW) 0.1 $514k 9.8k 52.59
Expedia Group Com New (EXPE) 0.1 $511k 3.0k 168.68
CRH Ord (CRH) 0.1 $509k 5.5k 91.80
UnitedHealth (UNH) 0.1 $506k 1.6k 311.97
Super Micro Computer Com New (SMCI) 0.1 $484k 9.9k 49.01
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.1 $482k 11k 43.05
General Dynamics Corporation (GD) 0.1 $477k 1.6k 291.66
S&p Global (SPGI) 0.1 $473k 896.00 527.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $472k 9.5k 49.46
L3harris Technologies (LHX) 0.1 $466k 1.9k 250.84
Zoom Communications Cl A (ZM) 0.1 $461k 5.9k 77.98
eBay (EBAY) 0.1 $460k 6.2k 74.46
Fidelity National Information Services (FIS) 0.1 $457k 5.6k 81.41
Jones Lang LaSalle Incorporated (JLL) 0.1 $456k 1.8k 255.78
Universal Corporation (UVV) 0.1 $454k 7.8k 58.24
Goldman Sachs (GS) 0.1 $453k 640.00 707.75
Trane Technologies SHS (TT) 0.1 $441k 1.0k 437.41
Corteva (CTVA) 0.1 $437k 5.9k 74.53
Chubb (CB) 0.1 $432k 1.5k 290.70
Textron (TXT) 0.1 $428k 5.3k 80.31
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $422k 5.3k 80.11
Dell Technologies CL C (DELL) 0.1 $416k 3.4k 122.60
Ge Vernova (GEV) 0.1 $415k 784.00 529.15
Ishares Core Msci Emkt (IEMG) 0.1 $412k 6.9k 60.03
Hca Holdings (HCA) 0.1 $400k 1.0k 383.10
Amgen (AMGN) 0.1 $391k 1.4k 279.21
Analog Devices (ADI) 0.1 $387k 1.6k 238.02
Tapestry (TPR) 0.1 $381k 4.3k 87.81
Waste Management (WM) 0.1 $378k 1.7k 228.82
Starbucks Corporation (SBUX) 0.1 $378k 4.1k 91.63
Fiserv (FI) 0.1 $374k 2.2k 172.41
American Electric Power Company (AEP) 0.1 $372k 3.6k 103.76
Williams-Sonoma (WSM) 0.1 $362k 2.2k 163.37
PNC Financial Services (PNC) 0.1 $358k 1.9k 186.42
Comcast Corp Cl A (CMCSA) 0.1 $356k 10k 35.69
Corebridge Finl (CRBG) 0.1 $351k 9.9k 35.50
F5 Networks (FFIV) 0.1 $349k 1.2k 294.32
Emerson Electric (EMR) 0.1 $346k 2.6k 133.33
Automatic Data Processing (ADP) 0.1 $343k 1.1k 309.94
Constellation Energy (CEG) 0.1 $337k 1.0k 322.76
NiSource (NI) 0.1 $333k 8.3k 40.34
Colgate-Palmolive Company (CL) 0.1 $333k 3.7k 90.90
American Intl Group Com New (AIG) 0.1 $332k 3.9k 85.59
RPM International (RPM) 0.1 $322k 2.9k 109.84
Ishares Tr U.s. Tech Etf (IYW) 0.1 $314k 1.8k 173.27
Te Connectivity Ord Shs (TEL) 0.1 $313k 1.9k 168.67
Fastenal Company (FAST) 0.1 $307k 7.3k 42.00
Shake Shack Cl A (SHAK) 0.1 $302k 2.1k 140.60
Palantir Technologies Cl A (PLTR) 0.1 $302k 2.2k 136.32
Nxp Semiconductors N V (NXPI) 0.1 $296k 1.3k 219.50
Travelers Companies (TRV) 0.1 $292k 1.1k 267.54
Linde SHS (LIN) 0.1 $280k 596.00 469.18
3M Company (MMM) 0.1 $275k 1.8k 152.24
Crown Castle Intl (CCI) 0.1 $274k 2.7k 102.73
FedEx Corporation (FDX) 0.1 $263k 1.1k 228.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $260k 471.00 552.23
Pulte (PHM) 0.1 $260k 2.5k 105.76
Anthem (ELV) 0.1 $259k 665.00 388.96
Thermo Fisher Scientific (TMO) 0.1 $257k 633.00 405.89
Allstate Corporation (ALL) 0.1 $248k 1.2k 202.31
Servicenow (NOW) 0.1 $247k 240.00 1028.08
Cincinnati Financial Corporation (CINF) 0.1 $246k 1.6k 149.77
Huntington Ingalls Inds (HII) 0.1 $240k 994.00 241.46
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $234k 4.1k 56.41
Union Pacific Corporation (UNP) 0.1 $233k 1.0k 230.08
Autodesk (ADSK) 0.1 $232k 748.00 309.57
Prudential Financial (PRU) 0.1 $226k 2.1k 107.44
Intuitive Surgical Com New (ISRG) 0.1 $223k 411.00 543.41
Roper Industries (ROP) 0.1 $223k 393.00 566.84
Uber Technologies (UBER) 0.1 $221k 2.4k 93.30
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $219k 5.0k 44.23
At&t (T) 0.1 $219k 7.6k 28.94
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $214k 3.3k 64.13
Wabtec Corporation (WAB) 0.1 $214k 1.0k 209.35
Metropcs Communications (TMUS) 0.1 $209k 879.00 238.26
Boston Scientific Corporation (BSX) 0.1 $209k 1.9k 107.41
Eaton Corp SHS (ETN) 0.0 $208k 582.00 356.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $204k 3.6k 56.85
Pfizer (PFE) 0.0 $202k 8.3k 24.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $184k 1.4k 128.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $138k 711.00 194.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $135k 1.0k 135.04
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $132k 1.9k 70.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $114k 1.8k 62.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $77k 485.00 157.76
Vanguard Index Fds Value Etf (VTV) 0.0 $66k 369.00 177.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $55k 181.00 304.85
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $50k 580.00 85.60
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $18k 333.00 54.40
Healthcare Triangle Com New 0.0 $7.1k 254k 0.03
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $1.5k 14.00 109.64
Ishares Esg Awr Msci Em (ESGE) 0.0 $430.999800 11.00 39.18