3Chopt Investment Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 15, 2024), 3Chopt Investment Partners, LLC reported 70 stock positions worth $279.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.7% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 7.8%) and Nvidia (NVDA, 6.9%). Compared with Q2 2024, it sold out of 113, added to 28 and reduced 40. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale an exit from Chevron (CVX).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001978521
- Portfolio Value
- $279.7M (Q3 2024)
- SEC Filing
- 0001213900-24-098596 ↗ filed Nov 15, 2024
Holdings Value
Holdings 70 stocks · $279.7M
| VOO Vanguard S&P 500 ETF | 16.66% | 88,068 | $46.6M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 7.76% | 91,242 | $21.7M | Reduce -5.1% |
| NVDA Nvidia Corp. | 6.94% | 159,780 | $19.4M | Add +6.2% |
| AAPL Apple Inc. | 4.94% | 59,302 | $13.8M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 2.84% | 47,448 | $7.9M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.75% | 16,695 | $7.7M | Add +0.7% |
| MSFT Microsoft Corp. | 2.49% | 16,168 | $7.0M | Add +0.3% |
| VST Vistra Corp. | 2.17% | 51,209 | $6.1M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 2.09% | 10,195 | $5.8M | Reduce -17.6% |
| AVGO Broadcom Inc. | 1.74% | 28,233 | $4.9M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 1.61% | 5,078 | $4.5M | Add +35.6% |
| PM Philip Morris International | 1.52% | 34,596 | $4.2M | Reduce -2.8% |
| NVR NVR Inc. | 1.51% | 431 | $4.2M | Reduce -25.8% |
| MCK McKesson Corp. | 1.44% | 8,158 | $4.0M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 1.44% | 35,162 | $4.0M | Add +1.9% |
| ACGL Arch Capital Group Ltd. | 1.37% | 34,276 | $3.8M | Reduce -2.9% |
| PHM Pultegroup Inc. | 1.34% | 26,010 | $3.7M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 1.33% | 59,114 | $3.7M | Add +0.6% |
| CHKP Check Point Software Tech | 1.33% | 19,301 | $3.7M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.31% | 17,361 | $3.7M | Reduce -0.0% |
| PGR Progressive Corp. | 1.27% | 14,041 | $3.6M | Reduce -0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.21% | 16,857 | $3.4M | Reduce -1.9% |
| BBUS JPMorgan Betabuilders US Equ | 1.21% | 32,663 | $3.4M | Add +14.3% |
| MO Altria Group Inc. | 1.19% | 64,023 | $3.3M | Reduce -3.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.17% | 7,037 | $3.3M | Reduce -11.4% |
| PG The Procter & Gamble Co. | 1.13% | 18,210 | $3.2M | Reduce -0.1% |
| DBX Dropbox Inc. Class A | 1.10% | 120,830 | $3.1M | Add +6.2% |
| WMB Williams Cos Inc. | 1.09% | 66,704 | $3.0M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.09% | 16,338 | $3.0M | Add +0.4% |
| CI The Cigna Group | 1.08% | 8,716 | $3.0M | Reduce -3.1% |
| BKNG Booking Holdings Inc. | 1.06% | 703 | $3.0M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 1.00% | 12,713 | $2.8M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 34,444 | $2.7M | No change |
| WFC Wells Fargo & Co. | 0.96% | 47,374 | $2.7M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.95% | 50,085 | $2.7M | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.94% | 13,368 | $2.6M | Add +2.6% |
| WMT Walmart Inc. | 0.94% | 32,633 | $2.6M | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.93% | 50,279 | $2.6M | Add +10.9% |
| JNJ Johnson & Johnson | 0.90% | 15,560 | $2.5M | Add +0.1% |
| PEP Pepsico Inc. | 0.77% | 12,713 | $2.2M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.74% | 12,532 | $2.1M | Add +118.9% |
| QCOM Qualcomm Inc. | 0.73% | 12,058 | $2.1M | Add +12.6% |
| RTX RTX Corp. | 0.73% | 16,827 | $2.0M | Reduce -0.4% |
| CRH CRH PLC | 0.69% | 20,727 | $1.9M | Add +35.5% |
| SCHW Schwab (charles) Corp. | 0.68% | 29,442 | $1.9M | Reduce -10.3% |
| ORCL Oracle Corp. | 0.62% | 10,102 | $1.7M | Add +0.5% |
| MPC Marathon Petroleum Corp. | 0.61% | 10,473 | $1.7M | Add +2.5% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.60% | 26,474 | $1.7M | Reduce -5.7% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.59% | 26,207 | $1.6M | Add +12.5% |
| CMG Chipotle Mexican Grill Inc. | 0.59% | 28,501 | $1.6M | Add +192.9% |
| EXPD Expeditors Intl Wash Inc. | 0.58% | 12,422 | $1.6M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 40,377 | $1.6M | Add +9.1% |
| D Dominion Energy Inc. | 0.57% | 27,676 | $1.6M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.56% | 13,457 | $1.6M | Reduce -1.4% |
| BKR Baker Hughes Co. | 0.56% | 43,318 | $1.6M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.54% | 33,460 | $1.5M | Add +0.6% |
| JAVA JPMorgan Active Value ETF | 0.51% | 22,238 | $1.4M | Add +18.6% |
| CMCSA Comcast Corp. Class A | 0.49% | 32,537 | $1.4M | Reduce -8.9% |
| EOG EOG Resources Inc. | 0.48% | 10,907 | $1.3M | Reduce -14.3% |
| VONG Vanguard Russell 1000 Growth | 0.46% | 13,460 | $1.3M | No change |
| VEA Vanguard Ftse Developed ETF | 0.44% | 23,532 | $1.2M | Add +0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.40% | 10,329 | $1.1M | Reduce -0.5% |
| JGRO JPMorgan Active Growth ETF | 0.36% | 13,180 | $1.0M | Reduce -5.6% |
| MDLZ Mondelez International Inc. Class A | 0.31% | 11,713 | $868K | Reduce -8.1% |
| JQUA JPMorgan US Quality Factor | 0.30% | 14,944 | $845K | Reduce -3.5% |
| PFE Pfizer Inc. | 0.23% | 22,319 | $646K | Reduce -2.0% |
| JEMA JPMorgan Activebuilders Emer | 0.19% | 12,758 | $518K | Reduce -29.2% |
| T AT&T Inc. | 0.17% | 21,186 | $466K | Reduce -48.7% |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.15% | 32,351 | $431K | Reduce -0.3% |
| AERG Applied Energetics Inc. | 0.02% | 74,570 | $69K | Reduce -0.0% |
Portfolio Sells Q2 2024 → Q3 2024
| CVX Chevron Corp. | Sold out | 0.00% | −0.50 |
| TGT Target Corp. | Sold out | 0.00% | −0.46 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.41 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.40 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.40 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.39 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.37 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.35 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.34 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.34 |
| AXP American Express Co. | Sold out | 0.00% | −0.34 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.33 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.32 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.31 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.29 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.28 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.28 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.27 |
| POST Post Holdings Inc. | Sold out | 0.00% | −0.27 |
| DE Deere & Co. | Sold out | 0.00% | −0.27 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.27 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.26 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.26 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.25 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.24 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.24 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.24 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.23 |
| OC Owens Corning | Sold out | 0.00% | −0.23 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.22 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.22 |
| GE General Electric | Sold out | 0.00% | −0.21 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.19 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.19 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.18 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.18 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.18 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.18 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.17 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.17 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.17 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.17 |
| JMOM JPMorgan US Momentum Factor | Sold out | 0.00% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.16 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.16 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.16 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.16 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.16 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +6.2% | 6.94% | +1.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 2.75% | +0.69 |
| LLY Eli Lilly & Co. | Add +35.6% | 1.61% | +0.57 |
| GOOGL Alphabet Inc. Class A | Add +118.9% | 0.74% | +0.42 |
| CMG Chipotle Mexican Grill Inc. | Add +192.9% | 0.59% | +0.40 |
| BMY Bristol-Myers Squibb Co. | Add +10.9% | 0.93% | +0.36 |
| BBUS JPMorgan Betabuilders US Equ | Add +14.3% | 1.21% | +0.35 |
| CRH CRH PLC | Add +35.5% | 0.69% | +0.34 |
| DBX Dropbox Inc. Class A | Add +6.2% | 1.10% | +0.32 |
| MSFT Microsoft Corp. | Add +0.3% | 2.49% | +0.29 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.6% | 1.33% | +0.28 |
| WMT Walmart Inc. | Add +0.4% | 0.94% | +0.27 |
| ABBV Abbvie Inc. | Add +2.6% | 0.94% | +0.26 |
| WMB Williams Cos Inc. | Add +0.6% | 1.09% | +0.23 |
| JNJ Johnson & Johnson | Add +0.1% | 0.90% | +0.21 |
| ORCL Oracle Corp. | Add +0.5% | 0.62% | +0.18 |
| JAVA JPMorgan Active Value ETF | Add +18.6% | 0.51% | +0.17 |
| D Dominion Energy Inc. | Add +0.1% | 0.57% | +0.16 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Add +12.5% | 0.59% | +0.16 |
| AMZN Amazon.com Inc. | Add +0.4% | 1.09% | +0.13 |
| MRK Merck & Co. Inc. | Add +1.9% | 1.44% | +0.12 |
| BAC Bank of America Corp. | Add +9.1% | 0.57% | +0.12 |
| WFC Wells Fargo & Co. | Add +3.0% | 0.96% | +0.12 |
| VZ Verizon Communications Inc. | Add +0.6% | 0.54% | +0.12 |
| BKR Baker Hughes Co. | Add +0.5% | 0.56% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 0.44% | +0.09 |
| QCOM Qualcomm Inc. | Add +12.6% | 0.73% | +0.08 |
| MPC Marathon Petroleum Corp. | Add +2.5% | 0.61% | +0.07 |
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 |