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  Name: 3Chopt Investment Partners LLC
  City: Richmond
  State: VA
  Zip: 23226
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $271,739,000
  Total Value Change : $102,343,000
  Securities Held Change : 108
   
All Securities Held : 165
  New Positions : 34
  Closed Positions : 2
  Increased Positions : 110
  Unchanged Positions : 2
  Decreased Positions : 19

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 1 - $467.21 $38,392,000 87,894 14.13% 5,598,000 4,702 0.01    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 2 - $216.56 $21,137,000 99,079 7.78% 4,685,000 12,066 0.053    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $169.30 $11,031,000 57,294 4.06% 3,291,000 12,086 0    Personal Computers
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 4 - $877.35 $7,418,000 14,979 2.73% 1,359,000 1,049 0.001    Semiconductor - Speci...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 5 - $173.69 $6,474,000 45,935 2.38% 1,867,000 10,992 0.001    Search Engines & Info...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 6 - $402.10 $5,880,000 16,487 2.16% 184,000 227 0.001    Property & Casualty I...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 7 - $406.32 $5,183,000 13,782 1.91% 1,782,000 3,012 0    Application Software
   (NVR)1 Year Chart         NVR NVR Inc 8 - $7,647.04 $4,298,000 614 1.58% 929,000 49 0.014    Residential Construct...
   (MCK)1 Year Chart         MCK McKesson Corp 9 - $543.30 $4,058,000 8,752 1.49% 156,000 -208 0.005    Drugs Wholesale
   (MRK)1 Year Chart         MRK Merck & Co Inc 10 - $131.20 $3,741,000 34,071 1.38% 269,000 586 0.001    Drug Manufacturers - ...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 11 - $1,344.07 $3,648,000 3,268 1.34% 1,526,000 713 0.001    Semiconductor- Broad...
   (ACGL)1 Year Chart         ACGL Arch Capital Group Ltd 12 - $90.90 $3,290,000 44,300 1.21% -234,000 90 0.011    Property & Casualty I...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 13 - $182.46 $3,195,000 17,751 1.18% 128,000 -1,477 0.015    Closed - End Fund - E...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 14 - $47.86 $3,189,000 63,130 1.17% -258,000 -992 0.001    Networking & Communic...
   (FB)1 Year Chart         FB Meta Platforms Inc 15 - $443.29 $3,022,000 8,539 1.11% 3,022,000 8,539 0    Internet Service Prov...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 16 - $193.49 $2,935,000 17,257 1.08% 446,000 97 0.001    Domestic Money Center...
   (PG)1 Year Chart         PG Procter & Gamble Co 17 - $161.29 $2,858,000 19,503 1.05% 98,000 580 0.001    Cleaning Products
   (CHKP)1 Year Chart         CHKP Check Point Software Techno... 18 - $151.20 $2,827,000 18,505 1.04% 511,000 1,129 0.013    Security Software & S...
   (CI)1 Year Chart         CI Cigna Corporation 19 - $354.47 $2,793,000 9,328 1.03% 128,000 11 0.003    Health Care Plans
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 20 - $397.48 $2,762,000 6,787 1.02% 700,000 856 0.003    Drug Manufacturers - ...
   (BBUS)1 Year Chart         BBUS Jpmorgan Betabuilders Us Eq... 21 New $0.00 $2,620,000 30,500 0.96% 2,620,000 30,500 0.034    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 22 - $198.36 $2,602,000 12,966 0.96% 274,000 -142 0    Closed - End Fund - E...
   (PM)1 Year Chart         PM Philip Morris International... 23 - $95.02 $2,486,000 26,069 0.91% 247,000 2,196 0.002    Cigarettes & Other To...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 24 - $57.31 $2,477,000 44,128 0.91% 623,000 8,380 0.009    Closed - End Fund - F...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 25 - $38.57 $2,476,000 56,472 0.91% -106,000 -1,770 0.001    CATV Systems
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 26 - $0.00 $2,438,000 34,660 0.9% 155,000 -819 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 27 - $146.14 $2,424,000 15,466 0.89% 92,000 494 0.001    Drug Manufacturers - ...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 28 - $3,521.08 $2,423,000 683 0.89% 2,423,000 683 0.001    Internet Software & S...
   (AERG)1 Year Chart         AERG Applied Energetic Inc 29 - $2.03 $2,378,000 1,073,567 0.88% -258,000 10,696 0.68    Scientific & Technica...
   (PGR)1 Year Chart         PGR Progressive Corp 30 - $208.03 $2,364,000 14,839 0.87% 299,000 18 0.003    Property & Casualty I...
   (MO)1 Year Chart         MO Altria Group Inc 31 - $43.38 $2,348,000 56,842 0.86% -33,000 1,475 0.003    Cigarettes & Other To...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 32 - $117.96 $2,339,000 23,397 0.86% -281,000 1,113 0.001    Integrated Oil & Gas
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 33 - $74.99 $2,328,000 33,837 0.86% 269,000 -3,667 0.002    Investment Brokerage ...
   (WMB)1 Year Chart         WMB Williams Companies Inc 34 - $39.26 $2,321,000 66,649 0.85% 59,000 -485 0.006    Oil & Gas Pipelines &...
   (BBIN)1 Year Chart         BBIN Jpmorgan Betabuilders Inter... 35 - $0.00 $2,266,000 39,799 0.83% 873,000 13,058 0.044    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc 36 New $175.58 $2,146,000 12,559 0.79% 2,146,000 12,559 0.001    Beverage Soft Drinks...
   (VST)1 Year Chart         VST Vistra Energy Corp 37 - $72.70 $2,117,000 54,969 0.78% 1,364,000 32,276 0.011    N/A
   (DBX)1 Year Chart         DBX Dropbox Inc 38 - $24.15 $2,092,000 70,957 0.77% 470,000 11,397 0.022    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 39 - $461.29 $2,075,000 4,577 0.76% 2,075,000 4,577 0.002    Aerospace/Defense - M...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 40 - $179.62 $2,069,000 13,616 0.76% 2,069,000 13,616 0    Internet Software & S...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 41 - $59.91 $2,028,000 41,209 0.75% 472,000 3,119 0.001    Domestic Money Center...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 42 - $733.51 $2,027,000 3,477 0.75% 2,027,000 3,477 0    Drug Manufacturers - ...
   (PHM)1 Year Chart         PHM PulteGroup Inc 43 New $113.80 $1,932,000 18,681 0.71% 1,932,000 18,681 0.007    Residential Construct...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 44 - $48.88 $1,691,000 35,310 0.62% -568,000 -16,351 0.002    Closed - End Fund - F...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 45 - $60.16 $1,636,000 10,343 0.6% 1,636,000 10,343 0    Discount, Variety Stores
   (TGT)1 Year Chart         TGT Target Corp 46 - $164.74 $1,606,000 11,275 0.59% 326,000 -300 0.002    Discount, Variety Stores
   (LH)1 Year Chart         LH Laboratory Corp of America 47 - $198.40 $1,546,000 6,803 0.57% 1,546,000 6,803 0.007    Medical Laboratories ...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 48 New $168.29 $1,524,000 6,134 0.56% 1,524,000 6,134 0    Auto Manufacturers
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 49 - $198.39 $1,492,000 10,056 0.55% 1,492,000 10,056 0.002    Oil & Gas Refining, P...
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 50 - $32.84 $1,489,000 43,556 0.55% -47,000 74 0.004    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 51 - $165.89 $1,469,000 9,850 0.54% 1,469,000 9,850 0.001    Integrated Oil & Gas
   (EXPD)1 Year Chart         EXPD Expeditors International of... 52 - $113.30 $1,464,000 11,509 0.54% 219,000 646 0.007    AirDelivery & Freight...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 53 - $159.62 $1,441,000 9,301 0.53% 1,441,000 9,301 0.001    Drug Manufacturers - ...
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 54 - $249.65 $1,395,000 5,900 0.51% 1,395,000 5,900 0.002    Railroads
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 55 - $44.85 $1,383,000 26,951 0.51% 88,000 4,640 0.001    Drug Manufacturers - ...
   (EOG)1 Year Chart         EOG EOG Resources Inc 56 - $135.70 $1,348,000 11,147 0.5% 1,348,000 11,147 0.002    Independent Oil & Gas
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 57 - $1,043.93 $1,304,000 1,372 0.48% 1,304,000 1,372 0.002    Auto Parts Stores
   (BAC)1 Year Chart         BAC Bank of America Corp 58 - $37.83 $1,172,000 34,819 0.43% 233,000 541 0    Domestic Money Center...
   (RTX)1 Year Chart         RTX RTX Corp 59 - $101.02 $1,171,000 13,919 0.43% 192,000 320 0.001    Conglomerates
   (MA)1 Year Chart         MA MasterCard Inc A 60 - $462.42 $1,168,000 2,738 0.43% 1,168,000 2,738 0    Business Services
   (VZ)1 Year Chart         VZ Verizon Communications Inc 61 - $39.68 $1,166,000 30,923 0.43% -574,000 -22,769 0.001    Telecom Services - Do...
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 62 New $182.11 $1,138,000 6,725 0.42% 1,138,000 6,725 0.027    Closed - End Fund - E...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 63 - $97.19 $1,069,000 10,376 0.39% 138,000 0 0.014    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 64 New $117.37 $1,061,000 9,505 0.39% 1,061,000 9,505 0.003    Closed - End Fund - Debt
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 65 - $84.37 $1,050,000 13,460 0.39% 129,000 0 0.001    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 66 - $508.26 $1,040,000 2,179 0.38% 1,040,000 2,179 0    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 67 - $335.09 $1,021,000 2,946 0.38% 1,021,000 2,946 0    Home Improvement Stores
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 68 New $240.39 $1,016,000 4,368 0.37% 1,016,000 4,368 0.002    Closed - End Fund - E...
   (ORCL)1 Year Chart         ORCL Oracle Corp 69 - $117.21 $1,005,000 9,533 0.37% 1,005,000 9,533 0    Application Software
   (D)1 Year Chart         D Dominion Energy Inc 70 - $50.45 $979,000 20,827 0.36% -679,000 -16,287 0.003    Electric Utilities
   (JGRO)1 Year Chart         JGRO Jpmorgan Active Growth Etf 71 New $0.00 $971,000 15,889 0.36% 971,000 15,889 0.177    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 72 - $203.38 $948,000 5,848 0.35% 948,000 5,848 0.001    Semiconductor Equipme...
   (AZO)1 Year Chart         AZO Autozone Inc 73 - $2,945.98 $946,000 366 0.35% 946,000 366 0.002    Auto Parts Stores
   (LRCX)1 Year Chart         LRCX Lam Research Corp 74 - $925.37 $924,000 1,177 0.34% 924,000 1,177 0.001    Semiconductor Equipme...
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 75 - $187.66 $911,000 5,459 0.34% 911,000 5,459 0.003    Home Improvement Stores
   (LEN)1 Year Chart         LEN Lennar Corp 76 - $154.29 $900,000 6,040 0.33% 900,000 6,040 0.002    Residential Construct...
   (ACN)1 Year Chart         ACN Accenture Plc 77 - $308.01 $889,000 2,532 0.33% 889,000 2,532 0    Management Services
   (ADSK)1 Year Chart         ADSK Autodesk Inc 78 - $217.93 $885,000 3,634 0.33% 885,000 3,634 0.002    Technical & System So...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 79 - $480.45 $882,000 1,883 0.32% 882,000 1,883 0.001    Aerospace/Defense - M...
   (CBG)1 Year Chart         CBG CBRE Group Inc 80 - $87.33 $881,000 9,466 0.32% 881,000 9,466 0.003    Property Management
   (JEMA)1 Year Chart         JEMA Jpmorgan Activebuilders Eme... 81 - $0.00 $869,000 23,978 0.32% 516,000 13,765 0.036    N/A
   (AXP)1 Year Chart         AXP American Express Co 82 - $235.64 $851,000 4,544 0.31% 851,000 4,544 0.001    Credit Services
   (POST)1 Year Chart         POST Post Holdings, Inc. 83 - $105.38 $840,000 9,543 0.31% 840,000 9,543 0.014    Food - Major Diversified
   (JAVA)1 Year Chart         JAVA Jpmorgan Active Value Etf 84 New $58.31 $830,000 14,915 0.31% 830,000 14,915 0.166    N/A
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 85 - $70.61 $816,000 11,206 0.3% 66,000 464 0.001    Food - Major Diversified
   (NUE)1 Year Chart         NUE Nucor Corp 86 - $175.42 $800,000 4,584 0.29% 800,000 4,584 0.002    Steel & Iron
   (V)1 Year Chart         V Visa Inc 87 - $274.52 $779,000 2,992 0.29% 779,000 2,992 0    Business Services
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 88 New $477.56 $773,000 1,295 0.28% 773,000 1,295 0    Application Software
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 89 New $0.00 $756,000 15,784 0.28% 756,000 15,784 0.018    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 90 - $495.35 $736,000 1,398 0.27% 736,000 1,398 0    Health Care Plans
   (TXN)1 Year Chart         TXN Texas Instruments Inc 91 - $177.48 $735,000 4,309 0.27% 735,000 4,309 0    Semiconductor- Broad...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 92 - $165.66 $698,000 4,826 0.26% 698,000 4,826 0    Communication Equipment
   (MCD)1 Year Chart         MCD McDonalds Corp 93 - $273.09 $685,000 2,310 0.25% 685,000 2,310 0    Restaurants
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 94 New $100.38 $667,000 7,075 0.25% 667,000 7,075 0.005    N/A
   (EQIX)1 Year Chart         EQIX Equinix Inc 95 - $731.61 $630,000 782 0.23% 630,000 782 0.001    Telecom Services - Do...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 96 - $229.87 $575,000 2,582 0.21% 575,000 2,582 0    Home Improvement Stores
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 97 - $250.95 $556,000 2,299 0.2% 556,000 2,299 0.002    Insurance Brokers
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 98 New $171.95 $551,000 3,944 0.2% 551,000 3,944 0    Search Engines & Info...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 99 New $105.65 $543,000 5,012 0.2% 543,000 5,012 0.001    Closed - End Fund - E...
   (HON)1 Year Chart         HON Honeywell International Inc 100 - $193.45 $535,000 2,550 0.2% 535,000 2,550 0    Conglomerates

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