3Chopt Investment Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), 3Chopt Investment Partners, LLC reported 68 stock positions worth $243.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.4% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 8.9%) and Nvidia (NVDA, 5.5%). Compared with Q4 2023, it opened 1 new position, sold out of 98, added to 36 and reduced 28. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +0%) and the biggest sale Applied Energetics (AERG, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001978521
- Portfolio Value
- $243.5M (Q1 2024)
- SEC Filing
- 0001213900-24-043374 ↗ filed May 15, 2024
Holdings Value
Holdings 68 stocks · $243.5M
| VOO Vanguard S&P 500 ETF | 17.42% | 88,258 | $42.4M | Add +0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 8.90% | 94,800 | $21.7M | Reduce -4.3% |
| NVDA Nvidia Corp. | 5.48% | 14,764 | $13.3M | Reduce -1.4% |
| AAPL Apple Inc. | 4.67% | 66,279 | $11.4M | Add +15.7% |
| GOOG Alphabet Inc. Class C | 2.93% | 46,800 | $7.1M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.84% | 16,456 | $6.9M | Reduce -0.2% |
| MSFT Microsoft Corp. | 2.51% | 14,553 | $6.1M | Add +5.6% |
| NVR NVR Inc. | 1.93% | 581 | $4.7M | Reduce -5.4% |
| MRK Merck & Co. Inc. | 1.88% | 34,442 | $4.6M | Add +1.1% |
| MCK McKesson Corp. | 1.84% | 8,337 | $4.5M | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 1.82% | 9,139 | $4.4M | Add +7.0% |
| AVGO Broadcom Inc. | 1.82% | 3,337 | $4.4M | Add +2.1% |
| VST Vistra Corp. | 1.63% | 57,002 | $4.0M | Add +3.7% |
| ACGL Arch Capital Group Ltd. | 1.44% | 37,815 | $3.5M | Reduce -14.6% |
| JPM JPMorgan Chase & Co. | 1.42% | 17,297 | $3.5M | Add +0.2% |
| CI The Cigna Group | 1.36% | 9,135 | $3.3M | Reduce -2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.35% | 17,151 | $3.3M | Reduce -3.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.34% | 7,820 | $3.3M | Add +15.2% |
| PM Philip Morris International | 1.34% | 35,112 | $3.3M | Add +34.7% |
| CHKP Check Point Software Tech | 1.28% | 19,019 | $3.1M | Add +2.8% |
| PHM Pultegroup Inc. | 1.22% | 24,565 | $3.0M | Add +31.5% |
| MO Altria Group Inc. | 1.20% | 65,599 | $2.9M | Add +15.4% |
| PG The Procter & Gamble Co. | 1.20% | 17,972 | $2.9M | Reduce -7.8% |
| BBUS JPMorgan Betabuilders US Equ | 1.20% | 30,847 | $2.9M | Add +1.1% |
| PGR Progressive Corp. | 1.18% | 13,911 | $2.9M | Reduce -6.3% |
| CSCO Cisco Systems Inc. | 1.17% | 57,016 | $2.8M | Reduce -9.7% |
| VEU Vanguard Ftse All-World Ex-U | 1.14% | 47,189 | $2.8M | Add +6.9% |
| AMZN Amazon.com Inc. | 1.12% | 15,147 | $2.7M | Add +11.2% |
| IWM iShares Russell 2000 ETF | 1.12% | 12,966 | $2.7M | No change |
| WFC Wells Fargo & Co. | 1.07% | 44,926 | $2.6M | Add +9.0% |
| WMB Williams Cos Inc. | 1.06% | 66,237 | $2.6M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.05% | 34,466 | $2.6M | Reduce -0.6% |
| BKNG Booking Holdings Inc. | 1.05% | 702 | $2.5M | Add +2.8% |
| LLY Eli Lilly & Co. | 1.04% | 3,263 | $2.5M | Reduce -6.2% |
| JNJ Johnson & Johnson | 1.02% | 15,631 | $2.5M | Add +1.1% |
| SCHW Schwab (charles) Corp. | 0.99% | 33,251 | $2.4M | Reduce -1.7% |
| DBX Dropbox Inc. Class A | 0.98% | 98,195 | $2.4M | Add +38.4% |
| PEP Pepsico Inc. | 0.92% | 12,663 | $2.2M | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 0.84% | 37,874 | $2.1M | Add +40.5% |
| MPC Marathon Petroleum Corp. | 0.84% | 10,138 | $2.0M | Add +0.8% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.83% | 33,529 | $2.0M | Reduce -15.8% |
| ABBV Abbvie Inc. | 0.81% | 10,795 | $2.0M | Add +16.1% |
| WMT Walmart Inc. | 0.79% | 31,692 | $1.9M | Add +2.1% |
| CMCSA Comcast Corp. Class A | 0.78% | 43,909 | $1.9M | Reduce -22.3% |
| TGT Target Corp. | 0.76% | 10,382 | $1.8M | Reduce -7.9% |
| CVX Chevron Corp. | 0.67% | 10,331 | $1.6M | Add +4.9% |
| EOG EOG Resources Inc. | 0.65% | 12,376 | $1.6M | Add +11.0% |
| EXPD Expeditors Intl Wash Inc. | 0.63% | 12,639 | $1.5M | Add +9.8% |
| XOM Exxon Mobil Corp. | 0.60% | 12,643 | $1.5M | Reduce -46.0% |
| BKR Baker Hughes Co. | 0.60% | 43,765 | $1.5M | Add +0.5% |
| RTX RTX Corp. | 0.56% | 14,040 | $1.4M | Add +0.9% |
| VZ Verizon Communications Inc. | 0.56% | 32,604 | $1.4M | Add +5.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 35,849 | $1.4M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 0.54% | 26,230 | $1.3M | Reduce -25.7% |
| VONG Vanguard Russell 1000 Growth | 0.48% | 13,460 | $1.2M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.44% | 10,376 | $1.1M | No change |
| D Dominion Energy Inc. | 0.42% | 20,768 | $1.0M | Reduce -0.3% |
| JGRO JPMorgan Active Growth ETF | 0.41% | 14,101 | $990K | Reduce -11.3% |
| JAVA JPMorgan Active Value ETF | 0.38% | 15,639 | $937K | Add +4.8% |
| MDLZ Mondelez International Inc. Class A | 0.38% | 13,187 | $929K | Add +17.7% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.35% | 10,168 | $846K | Add +69.5% |
| JQUA JPMorgan US Quality Factor | 0.33% | 15,094 | $798K | Reduce -4.4% |
| JEMA JPMorgan Activebuilders Emer | 0.22% | 14,946 | $548K | Reduce -37.7% |
| T AT&T Inc. | 0.18% | 25,272 | $445K | New |
| EQT Eqt Corp. | 0.15% | 10,113 | $375K | Reduce -2.3% |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.14% | 24,383 | $331K | Reduce -1.0% |
| PFE Pfizer Inc. | 0.13% | 11,502 | $319K | Reduce -4.7% |
| AERG Applied Energetics Inc. | 0.06% | 73,567 | $149K | Reduce -93.2% |
Portfolio Sells Q4 2023 → Q1 2024
| AERG Applied Energetics Inc. | Reduce -93.2% | 0.06% | −0.81 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.76 |
| LH Laboratory CRP of Amer Hldgs | Sold out | 0.00% | −0.57 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.56 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.51 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.48 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.43 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.42 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.38 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.38 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.37 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.37 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.35 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.35 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.34 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.34 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.33 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.33 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.33 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.32 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.32 |
| AXP American Express Co. | Sold out | 0.00% | −0.31 |
| POST Post Holdings Inc. | Sold out | 0.00% | −0.31 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.29 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.29 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.28 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.27 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.27 |
| XOM Exxon Mobil Corp. | Reduce -46.0% | 0.60% | −0.26 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.26 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.25 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.25 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.23 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.21 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.20 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.20 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.20 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.20 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.20 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.19 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.19 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.18 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.18 |
| NSRGY Nestle SA-Spons ADR | Sold out | 0.00% | −0.18 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.17 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.17 |
| TXT Textron Inc. | Sold out | 0.00% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.17 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.17 |
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | Add +0.4% | 17.42% | +3.29 |
| VST Vistra Corp. | Add +3.7% | 1.63% | +0.85 |
| META Meta Platforms Inc. Class A | Add +7.0% | 1.82% | +0.71 |
| AAPL Apple Inc. | Add +15.7% | 4.67% | +0.61 |
| MSFT Microsoft Corp. | Add +5.6% | 2.51% | +0.61 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 2.93% | +0.54 |
| PHM Pultegroup Inc. | Add +31.5% | 1.22% | +0.51 |
| MRK Merck & Co. Inc. | Add +1.1% | 1.88% | +0.50 |
| AVGO Broadcom Inc. | Add +2.1% | 1.82% | +0.47 |
| PM Philip Morris International | Add +34.7% | 1.34% | +0.42 |
| AMZN Amazon.com Inc. | Add +11.2% | 1.12% | +0.36 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 1.42% | +0.34 |
| MO Altria Group Inc. | Add +15.4% | 1.20% | +0.34 |
| BMY Bristol-Myers Squibb Co. | Add +40.5% | 0.84% | +0.33 |
| VRTX Vertex Pharmaceuticals Inc. | Add +15.2% | 1.34% | +0.33 |
| WFC Wells Fargo & Co. | Add +9.0% | 1.07% | +0.32 |
| MPC Marathon Petroleum Corp. | Add +0.8% | 0.84% | +0.29 |
| ABBV Abbvie Inc. | Add +16.1% | 0.81% | +0.28 |
| CHKP Check Point Software Tech | Add +2.8% | 1.28% | +0.24 |
| BBUS JPMorgan Betabuilders US Equ | Add +1.1% | 1.20% | +0.23 |
| VEU Vanguard Ftse All-World Ex-U | Add +6.9% | 1.14% | +0.22 |
| DBX Dropbox Inc. Class A | Add +38.4% | 0.98% | +0.21 |
| WMT Walmart Inc. | Add +2.1% | 0.79% | +0.18 |
| T AT&T Inc. | New | 0.18% | +0.18 |
| CF CF Industries Holdings Inc. | Add +69.5% | 0.35% | +0.17 |
| BKNG Booking Holdings Inc. | Add +2.8% | 1.05% | +0.15 |
| EOG EOG Resources Inc. | Add +11.0% | 0.65% | +0.15 |
| VZ Verizon Communications Inc. | Add +5.4% | 0.56% | +0.13 |
| RTX RTX Corp. | Add +0.9% | 0.56% | +0.13 |
| CVX Chevron Corp. | Add +4.9% | 0.67% | +0.13 |
| BAC Bank of America Corp. | Add +3.0% | 0.56% | +0.13 |
| PEP Pepsico Inc. | Add +0.8% | 0.92% | +0.13 |
| JNJ Johnson & Johnson | Add +1.1% | 1.02% | +0.12 |
| EXPD Expeditors Intl Wash Inc. | Add +9.8% | 0.63% | +0.09 |
| MDLZ Mondelez International Inc. Class A | Add +17.7% | 0.38% | +0.08 |
| JAVA JPMorgan Active Value ETF | Add +4.8% | 0.38% | +0.08 |
| BKR Baker Hughes Co. | Add +0.5% | 0.60% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 274 | $532.1M | VOO, VB, NVDA, AAPL, GOOG |
| Q1 2026 | 240 | $437.1M | VOO, NVDA, VB, AAPL, GOOG |
| Q4 2025 | 231 | $446.3M | VOO, NVDA, VB, AAPL, GOOG |
| Q3 2025 | 230 | $439.5M | VOO, NVDA, VB, AAPL, MSFT |
| Q2 2025 | 226 | $415.9M | VOO, NVDA, VB, AAPL, MSFT |
| Q1 2025 | 228 | $381.7M | VOO, VB, NVDA, AAPL, BRK.B |
| Q4 2024 | 75 | $291.2M | VOO, VB, NVDA, AAPL, GOOG |
| Q3 2024 | 70 | $279.7M | VOO, VB, NVDA, AAPL, GOOG |
| Q2 2024 | 183 | $327.6M | VOO, VB, NVDA, AAPL, GOOG |
| Q1 2024 | 68 | $243.5M | VOO, VB, NVDA, AAPL, GOOG |