3Chopt Investment Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), 3Chopt Investment Partners, LLC reported 75 stock positions worth $291.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.5% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 7.8%) and Nvidia (NVDA, 7.2%). Compared with Q3 2024, it opened 9 new positions, sold out of 4, added to 35 and reduced 29. The biggest buy was a new position in Tesla (TSLA) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001978521
- Portfolio Value
- $291.2M (Q4 2024)
- SEC Filing
- 0001213900-25-013391 ↗ filed Feb 13, 2025
Holdings Value
Holdings 75 stocks · $291.2M
| VOO Vanguard S&P 500 ETF | 16.49% | 89,105 | $48.0M | Add +1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 7.79% | 94,386 | $22.7M | Add +3.5% |
| NVDA Nvidia Corp. | 7.20% | 156,190 | $21.0M | Reduce -2.3% |
| AAPL Apple Inc. | 5.15% | 59,924 | $15.0M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 3.04% | 46,509 | $8.9M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.60% | 16,706 | $7.6M | Add +0.1% |
| MSFT Microsoft Corp. | 2.30% | 15,858 | $6.7M | Reduce -1.9% |
| VST Vistra Corp. | 2.25% | 47,568 | $6.6M | Reduce -7.1% |
| AVGO Broadcom Inc. | 2.20% | 27,583 | $6.4M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 1.95% | 9,720 | $5.7M | Reduce -4.7% |
| MCK McKesson Corp. | 1.59% | 8,111 | $4.6M | Reduce -0.6% |
| BBUS JPMorgan Betabuilders US Equ | 1.44% | 39,583 | $4.2M | Add +21.2% |
| JPM JPMorgan Chase & Co. | 1.44% | 17,430 | $4.2M | Add +0.4% |
| PM Philip Morris International | 1.43% | 34,134 | $4.2M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 1.31% | 4,932 | $3.8M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 1.28% | 37,131 | $3.7M | Add +5.6% |
| AMZN Amazon.com Inc. | 1.28% | 16,966 | $3.7M | Add +3.8% |
| CHKP Check Point Software Tech | 1.25% | 19,515 | $3.6M | Add +1.1% |
| DBX Dropbox Inc. Class A | 1.24% | 120,584 | $3.6M | Reduce -0.2% |
| WMB Williams Cos Inc. | 1.24% | 66,743 | $3.6M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.23% | 18,084 | $3.6M | Add +7.3% |
| VEU Vanguard Ftse All-World Ex-U | 1.23% | 62,372 | $3.6M | Add +5.5% |
| NVR NVR Inc. | 1.21% | 429 | $3.5M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 1.19% | 700 | $3.5M | Reduce -0.4% |
| MO Altria Group Inc. | 1.17% | 63,779 | $3.4M | Reduce -0.4% |
| WFC Wells Fargo & Co. | 1.15% | 47,722 | $3.4M | Add +0.7% |
| PGR Progressive Corp. | 1.12% | 13,633 | $3.3M | Reduce -2.9% |
| PG The Procter & Gamble Co. | 1.11% | 19,270 | $3.2M | Add +5.8% |
| CSCO Cisco Systems Inc. | 1.05% | 51,577 | $3.1M | Add +3.0% |
| ACGL Arch Capital Group Ltd. | 1.03% | 32,504 | $3.0M | Reduce -5.2% |
| BMY Bristol-Myers Squibb Co. | 1.03% | 53,005 | $3.0M | Add +5.4% |
| WMT Walmart Inc. | 1.03% | 32,972 | $3.0M | Add +1.0% |
| PHM Pultegroup Inc. | 1.00% | 26,563 | $2.9M | Add +2.1% |
| TSLA Tesla Inc. | 0.99% | 7,161 | $2.9M | New |
| IWM iShares Russell 2000 ETF | 0.96% | 12,711 | $2.8M | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.86% | 17,242 | $2.5M | Add +10.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.85% | 35,229 | $2.5M | Add +2.3% |
| ABBV Abbvie Inc. | 0.84% | 13,755 | $2.4M | Add +2.9% |
| XOM Exxon Mobil Corp. | 0.80% | 21,706 | $2.3M | Add +61.3% |
| CI The Cigna Group | 0.80% | 8,424 | $2.3M | Reduce -3.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.79% | 5,721 | $2.3M | Reduce -18.7% |
| SCHW Schwab (charles) Corp. | 0.69% | 27,072 | $2.0M | Reduce -8.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.68% | 45,354 | $2.0M | Add +12.3% |
| QCOM Qualcomm Inc. | 0.66% | 12,488 | $1.9M | Add +3.6% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.65% | 31,470 | $1.9M | Add +20.1% |
| PEP Pepsico Inc. | 0.63% | 11,934 | $1.8M | Reduce -6.1% |
| BKR Baker Hughes Co. | 0.60% | 42,708 | $1.8M | Reduce -1.4% |
| EOG EOG Resources Inc. | 0.59% | 13,976 | $1.7M | Add +28.1% |
| ORCL Oracle Corp. | 0.58% | 10,196 | $1.7M | Add +0.9% |
| MPC Marathon Petroleum Corp. | 0.57% | 11,892 | $1.7M | Add +13.6% |
| RTX RTX Corp. | 0.57% | 14,270 | $1.7M | Reduce -15.2% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.56% | 28,744 | $1.6M | Add +8.6% |
| CRH CRH PLC | 0.55% | 17,155 | $1.6M | Reduce -17.2% |
| D Dominion Energy Inc. | 0.54% | 29,314 | $1.6M | Add +5.9% |
| JAVA JPMorgan Active Value ETF | 0.54% | 24,841 | $1.6M | Add +11.7% |
| CVX Chevron Corp. | 0.50% | 10,100 | $1.5M | New |
| TGT Target Corp. | 0.50% | 10,691 | $1.4M | New |
| VONG Vanguard Russell 1000 Growth | 0.48% | 13,460 | $1.4M | No change |
| EXPD Expeditors Intl Wash Inc. | 0.46% | 12,058 | $1.3M | Reduce -2.9% |
| JGRO JPMorgan Active Growth ETF | 0.41% | 14,653 | $1.2M | Add +11.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.39% | 10,329 | $1.1M | No change |
| VEA Vanguard Ftse Developed ETF | 0.38% | 23,437 | $1.1M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.38% | 29,760 | $1.1M | Reduce -8.5% |
| VZ Verizon Communications Inc. | 0.29% | 21,448 | $858K | Reduce -35.9% |
| C Citigroup Inc. | 0.29% | 12,004 | $845K | New |
| JQUA JPMorgan US Quality Factor | 0.28% | 14,427 | $826K | Reduce -3.5% |
| LRCX Lam Research Corp. | 0.26% | 10,292 | $746K | New |
| JEMA JPMorgan Activebuilders Emer | 0.18% | 13,807 | $517K | Add +8.2% |
| TFC Truist Financial Corp. | 0.17% | 11,633 | $505K | New |
| FOXA Fox Corp. Class A | 0.17% | 10,323 | $501K | New |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.16% | 32,434 | $475K | Add +0.3% |
| EQT Eqt Corp. | 0.16% | 10,001 | $461K | New |
| SCHG Schwab US Large-Cap Growth | 0.10% | 10,940 | $305K | New |
| PFE Pfizer Inc. | 0.09% | 10,197 | $271K | Reduce -54.3% |
| AERG Applied Energetics Inc. | 0.02% | 89,770 | $57K | Add +20.4% |
Portfolio Sells Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.74 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.59 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -18.7% | 0.79% | −0.38 |
| ACGL Arch Capital Group Ltd. | Reduce -5.2% | 1.03% | −0.34 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.31 |
| NVR NVR Inc. | Reduce -0.5% | 1.21% | −0.31 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 1.31% | −0.30 |
| CI The Cigna Group | Reduce -3.4% | 0.80% | −0.28 |
| VZ Verizon Communications Inc. | Reduce -35.9% | 0.29% | −0.24 |
| MSFT Microsoft Corp. | Reduce -1.9% | 2.30% | −0.19 |
| T AT&T Inc. | Sold out | 0.00% | −0.17 |
| RTX RTX Corp. | Reduce -15.2% | 0.57% | −0.16 |
| PGR Progressive Corp. | Reduce -2.9% | 1.12% | −0.15 |
| PEP Pepsico Inc. | Reduce -6.1% | 0.63% | −0.14 |
| CRH CRH PLC | Reduce -17.2% | 0.55% | −0.14 |
| PFE Pfizer Inc. | Reduce -54.3% | 0.09% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -4.7% | 1.95% | −0.13 |
| EXPD Expeditors Intl Wash Inc. | Reduce -2.9% | 0.46% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -8.5% | 0.38% | −0.10 |
| PM Philip Morris International | Reduce -1.3% | 1.43% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 0.38% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -0.0% | 0.96% | −0.04 |
| MO Altria Group Inc. | Reduce -0.4% | 1.17% | −0.02 |
| JQUA JPMorgan US Quality Factor | Reduce -3.5% | 0.28% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -8.1% | 0.69% | +0.01 |
| BKR Baker Hughes Co. | Reduce -1.4% | 0.60% | +0.04 |
| VST Vistra Corp. | Reduce -7.1% | 2.25% | +0.08 |
| BKNG Booking Holdings Inc. | Reduce -0.4% | 1.19% | +0.14 |
| MCK McKesson Corp. | Reduce -0.6% | 1.59% | +0.15 |
| DBX Dropbox Inc. Class A | Reduce -0.2% | 1.24% | +0.15 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 3.04% | +0.21 |
| NVDA Nvidia Corp. | Reduce -2.3% | 7.20% | +0.27 |
| AVGO Broadcom Inc. | Reduce -2.3% | 2.20% | +0.46 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | New | 0.99% | +0.99 |
| CVX Chevron Corp. | New | 0.50% | +0.50 |
| TGT Target Corp. | New | 0.50% | +0.50 |
| C Citigroup Inc. | New | 0.29% | +0.29 |
| LRCX Lam Research Corp. | New | 0.26% | +0.26 |
| XOM Exxon Mobil Corp. | Add +61.3% | 0.80% | +0.24 |
| BBUS JPMorgan Betabuilders US Equ | Add +21.2% | 1.44% | +0.23 |
| AAPL Apple Inc. | Add +1.1% | 5.15% | +0.21 |
| WFC Wells Fargo & Co. | Add +0.7% | 1.15% | +0.19 |
| AMZN Amazon.com Inc. | Add +3.8% | 1.28% | +0.19 |
| TFC Truist Financial Corp. | New | 0.17% | +0.17 |
| FOXA Fox Corp. Class A | New | 0.17% | +0.17 |
| EQT Eqt Corp. | New | 0.16% | +0.16 |
| WMB Williams Cos Inc. | Add +0.1% | 1.24% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 1.44% | +0.13 |
| BAC Bank of America Corp. | Add +12.3% | 0.68% | +0.11 |
| EOG EOG Resources Inc. | Add +28.1% | 0.59% | +0.11 |
| SCHG Schwab US Large-Cap Growth | New | 0.10% | +0.10 |
| BMY Bristol-Myers Squibb Co. | Add +5.4% | 1.03% | +0.10 |
| CSCO Cisco Systems Inc. | Add +3.0% | 1.05% | +0.10 |
| WMT Walmart Inc. | Add +1.0% | 1.03% | +0.08 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Add +20.1% | 0.65% | +0.06 |
| JGRO JPMorgan Active Growth ETF | Add +11.2% | 0.41% | +0.05 |
| JAVA JPMorgan Active Value ETF | Add +11.7% | 0.54% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.5% | 7.79% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +7.3% | 1.23% | +0.02 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Add +0.3% | 0.16% | +0.01 |
| AERG Applied Energetics Inc. | Add +20.4% | 0.02% | −0.00 |
| JEMA JPMorgan Activebuilders Emer | Add +8.2% | 0.18% | −0.01 |
| PG The Procter & Gamble Co. | Add +5.8% | 1.11% | −0.02 |
| D Dominion Energy Inc. | Add +5.9% | 0.54% | −0.03 |
| ORCL Oracle Corp. | Add +0.9% | 0.58% | −0.03 |
| BBIN JPM Betabuilders Intl Eqty | Add +8.6% | 0.56% | −0.03 |
| MPC Marathon Petroleum Corp. | Add +13.6% | 0.57% | −0.04 |
| JNJ Johnson & Johnson | Add +10.8% | 0.86% | −0.04 |
| QCOM Qualcomm Inc. | Add +3.6% | 0.66% | −0.07 |
| CHKP Check Point Software Tech | Add +1.1% | 1.25% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.5% | 1.23% | −0.10 |
| ABBV Abbvie Inc. | Add +2.9% | 0.84% | −0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.3% | 0.85% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 2.60% | −0.15 |
| MRK Merck & Co. Inc. | Add +5.6% | 1.28% | −0.16 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 16.49% | −0.17 |
| PHM Pultegroup Inc. | Add +2.1% | 1.00% | −0.34 |
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 |