Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

3Chopt Investment Partners

Latest statistics and disclosures from 3Chopt Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VB, NVDA, AAPL, GOOG, and represent 39.39% of 3Chopt Investment Partners's stock portfolio.
Added to shares of these 10 stocks: AAPL, WMT, PM, PHM, DBX, BMY, T, VRTX, MO, CF.
Started 1 new stock position in T.
Reduced shares in these 10 stocks: LMT, AERG, , , NSC, , XOM, , MGC, VYM.
Sold out of its positions in ABT, ADBE, APD, GOOGL, AXP, AIG, AMP, ADI, AMAT, AZN.
3Chopt Investment Partners was a net seller of stock by $-54M.
3Chopt Investment Partners has $244M in assets under management (AUM), dropping by -10.38%.
Central Index Key (CIK): 0001978521

Tip: Access up to 7 years of quarterly data

Positions held by 3Chopt Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&P 500 ETF Etf (VOO)	17.4	$42M		88k	480.70	View chart
Vanguard Small Cap ETF Etf (VB)	8.9	$22M	-4%	95k	228.59	View chart
Nvidia Corp Common Stock (NVDA)	5.5	$13M		15k	903.56	View chart
Apple Common Stock (AAPL)	4.7	$11M	+15%	66k	171.48	View chart
Alphabet Inc. Class C Common Stock (GOOG)	2.9	$7.1M		47k	152.26	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.8	$6.9M		17k	420.52	View chart
Microsoft Common Stock (MSFT)	2.5	$6.1M	+5%	15k	420.73	View chart
NVR Common Stock (NVR)	1.9	$4.7M	-5%	581.00	8099.96	View chart
Merck & Co Common Stock (MRK)	1.9	$4.6M		34k	132.72	View chart
McKesson Corp Common Stock (MCK)	1.8	$4.5M	-4%	8.3k	537.48	View chart
Meta Platforms Inc Class A Common Stock (META)	1.8	$4.4M	+7%	9.1k	485.58	View chart
Broadcom Common Stock (AVGO)	1.8	$4.4M	+2%	3.3k	1325.41	View chart
Vistra Energy Corp Common Stock (VST)	1.6	$4.0M	+3%	57k	69.65	View chart
Arch Cap Group LTD F Common Stock (ACGL)	1.4	$3.5M	-14%	38k	92.44	View chart
JPMorgan Chase Common Stock (JPM)	1.4	$3.5M		17k	200.30	View chart
CIGNA Corp Common Stock (CI)	1.4	$3.3M	-2%	9.1k	363.19	View chart
Vanguard Small Cap Value ETF Etf (VBR)	1.4	$3.3M	-3%	17k	191.88	View chart
Vertex Pharmaceutical Common Stock (VRTX)	1.3	$3.3M	+15%	7.8k	418.01	View chart
Philip Morris Intl Common Stock (PM)	1.3	$3.3M	+34%	35k	92.92	View chart
Check PT Software F Common Stock (CHKP)	1.3	$3.1M	+2%	19k	164.01	View chart
Pultegroup Common Stock (PHM)	1.2	$3.0M	+31%	25k	120.81	View chart
Altria Group Common Stock (MO)	1.2	$2.9M	+15%	66k	44.59	View chart
Procter & Gamble Common Stock (PG)	1.2	$2.9M	-7%	18k	162.25	View chart
JPMorgan Betabuilders US Eqy ETF Etf (BBUS)	1.2	$2.9M		31k	94.43	View chart
Progressive Common Stock (PGR)	1.2	$2.9M	-6%	14k	206.82	View chart
Cisco Systems Common Stock (CSCO)	1.2	$2.8M	-9%	57k	49.91	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	1.1	$2.8M	+6%	47k	58.65	View chart
Amazon.com Common Stock (AMZN)	1.1	$2.7M	+11%	15k	180.38	View chart
iShares Russell 2000 ETF Etf (IWM)	1.1	$2.7M		13k	210.30	View chart
Wells Fargo & Co Common Stock (WFC)	1.1	$2.6M	+9%	45k	57.96	View chart
Williams Cos Common Stock (WMB)	1.1	$2.6M		66k	38.97	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.1	$2.6M		35k	74.22	View chart
Booking Holdings Common Stock (BKNG)	1.0	$2.5M	+2%	702.00	3627.88	View chart
Eli Lilly & Co. Common Stock (LLY)	1.0	$2.5M	-6%	3.3k	777.96	View chart
Johnson & Johnson Common Stock (JNJ)	1.0	$2.5M		16k	158.19	View chart
Charles Schwab Corp Common Stock (SCHW)	1.0	$2.4M		33k	72.34	View chart
Dropbox Inc Class A Common Stock (DBX)	1.0	$2.4M	+38%	98k	24.30	View chart
Pepsico Common Stock (PEP)	0.9	$2.2M		13k	176.04	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.8	$2.1M	+40%	38k	54.23	View chart
Marathon Pete Corp Common Stock (MPC)	0.8	$2.0M		10k	201.50	View chart
JPMorgan Betabuild Interl Eqy ETF Etf (BBIN)	0.8	$2.0M	-15%	34k	60.13	View chart
Abbvie Common Stock (ABBV)	0.8	$2.0M	+16%	11k	182.10	View chart
Wal-Mart Common Stock (WMT)	0.8	$1.9M	+206%	32k	60.38	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.8	$1.9M	-22%	44k	43.35	View chart
Target Corp Common Stock (TGT)	0.8	$1.8M	-7%	10k	177.21	View chart
Chevron Corp. Common Stock (CVX)	0.7	$1.6M	+4%	10k	157.74	View chart
EOG Resources Common Stock (EOG)	0.6	$1.6M	+11%	12k	127.84	View chart
Expeditors International of Washington Common Stock (EXPD)	0.6	$1.5M	+9%	13k	121.57	View chart
ExxonMobil Common Stock (XOM)	0.6	$1.5M	-45%	13k	116.24	View chart
Baker Hughes Co. Class A Common Stock (BKR)	0.6	$1.5M		44k	33.50	View chart
Raytheon Technologies Common Stock (RTX)	0.6	$1.4M		14k	97.53	View chart
Verizon Common Stock (VZ)	0.6	$1.4M	+5%	33k	41.96	View chart
Bank Of America Corp Common Stock (BAC)	0.6	$1.4M	+2%	36k	37.92	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.5	$1.3M	-25%	26k	50.17	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.5	$1.2M		14k	86.67	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.4	$1.1M		10k	102.76	View chart
Dominion Energy Common Stock (D)	0.4	$1.0M		21k	49.19	View chart
JPMorgan Active Growth ETF Etf (JGRO)	0.4	$990k	-11%	14k	70.21	View chart
JPMorgan Active Value ETF Etf (JAVA)	0.4	$937k	+4%	16k	59.89	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.4	$929k	+17%	13k	70.45	View chart
CF Industries Holdings Common Stock (CF)	0.3	$846k	+69%	10k	83.21	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	0.3	$798k	-4%	15k	52.87	View chart
JPMorgan Activebld Emrg MRKT Eqy ETF Etf (JEMA)	0.2	$548k	-37%	15k	36.65	View chart
At&t Common Stock (T)	0.2	$445k	NEW	25k	17.60	View chart
EQT Corp Common Stock (EQT)	0.2	$375k	-2%	10k	37.07	View chart
Nintendo LTD F Common Stock (NTDOY)	0.1	$331k		24k	13.59	View chart
Pfizer Common Stock (PFE)	0.1	$319k	-4%	12k	27.75	View chart
Applied Energetics Common Stock (AERG)	0.1	$149k	-93%	74k	2.02	View chart

Past Filings by 3Chopt Investment Partners

SEC 13F filings are viewable for 3Chopt Investment Partners going back to 2023

3Chopt Investment Partners 2024 Q1 filed May 15, 2024
3Chopt Investment Partners 2023 Q4 filed Feb. 12, 2024
3Chopt Investment Partners 2023 Q3 filed Nov. 15, 2023
3Chopt Investment Partners 2023 Q2 filed July 26, 2023
3Chopt Investment Partners 2022 Q4 filed May 24, 2023
3Chopt Investment Partners 2023 Q1 filed May 23, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z