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  Name: 3Chopt Investment Partners LLC
  City: Richmond
  State: VA
  Zip: 23226
   
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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 : 34     View All Holdings Currently Viewing:  New Positions     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
   (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
   (PEP)1 Year Chart         PEP Pepsico Inc 36 New $179.79 $2,146,000 12,559 0.79% 2,146,000 12,559 0.001    Beverage Soft Drinks...
   (PHM)1 Year Chart         PHM PulteGroup Inc 43 New $117.68 $1,932,000 18,681 0.71% 1,932,000 18,681 0.007    Residential Construct...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 48 New $177.81 $1,524,000 6,134 0.56% 1,524,000 6,134 0    Auto Manufacturers
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 62 New $185.36 $1,138,000 6,725 0.42% 1,138,000 6,725 0.027    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 64 New $119.87 $1,061,000 9,505 0.39% 1,061,000 9,505 0.003    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 68 New $245.74 $1,016,000 4,368 0.37% 1,016,000 4,368 0.002    Closed - End Fund - E...
   (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
   (JAVA)1 Year Chart         JAVA Jpmorgan Active Value Etf 84 New $59.84 $830,000 14,915 0.31% 830,000 14,915 0.166    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 88 New $482.29 $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
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 94 New $102.80 $667,000 7,075 0.25% 667,000 7,075 0.005    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 98 New $168.65 $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 $108.98 $543,000 5,012 0.2% 543,000 5,012 0.001    Closed - End Fund - E...
   (CF)1 Year Chart         CF CF Industries Holdings Inc 107 New $73.95 $477,000 5,997 0.18% 477,000 5,997 0.003    Basic Materials Whole...
   (CTAS)1 Year Chart         CTAS Cintas Corp 108 New $700.27 $468,000 777 0.17% 468,000 777 0.001    Business Services
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 120 New $3,239.23 $396,000 173 0.15% 396,000 173 0.001    Restaurants
   (JPIN)1 Year Chart         JPIN Jpmorgan Diversified Return... 125 New $0.00 $371,000 6,821 0.14% 371,000 6,821 0.041    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 131 New $0.00 $351,000 6,340 0.13% 351,000 6,340 0.001    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 136 New $133.97 $338,000 2,750 0.12% 338,000 2,750 0.001    Closed - End Fund - E...
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 139 New $0.00 $313,000 6,010 0.12% 313,000 6,010 0    Closed - End Fund - E...
   (INTU)1 Year Chart         INTU Intuit Inc 140 New $632.31 $311,000 498 0.11% 311,000 498 0    Application Software
   (SNPS)1 Year Chart         SNPS Synopsys Inc 143 New $556.71 $307,000 597 0.11% 307,000 597 0    Technical & System So...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 147 New $593.03 $293,000 551 0.11% 293,000 551 0    Medical Laboratories ...
   (COST)1 Year Chart         COST Costco Wholesale Corp 151 New $787.19 $269,000 399 0.1% 269,000 399 0    Discount, Variety Stores
   (WM)1 Year Chart         WM Waste Management Inc 152 New $211.49 $256,000 1,427 0.09% 256,000 1,427 0    Waste Management
   (FISV)1 Year Chart         FISV Fiserv Inc 155 New $154.22 $243,000 1,833 0.09% 243,000 1,833 0    Business Software & S...
   (AIG)1 Year Chart         AIG American International Grou... 156 New $80.11 $240,000 3,542 0.09% 240,000 3,542 0    Property & Casualty I...
   (GD)1 Year Chart         GD General Dynamics Corp 157 New $296.44 $239,000 921 0.09% 239,000 921 0    Aerospace/Defense - M...
   (VYMI)1 Year Chart         VYMI Vanguard International High... 159 New $0.00 $222,000 3,338 0.08% 222,000 3,338 0.004    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 162 New $261.73 $209,000 908 0.08% 209,000 908 0    Semiconductor- Broad...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 163 New $276.67 $208,000 791 0.08% 208,000 791 0    Internet Software & S...
   (MS)1 Year Chart         MS Morgan Stanley 164 New $98.28 $203,000 2,175 0.07% 203,000 2,175 0    Investment Brokerage ...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 165 New $718.27 $201,000 345 0.07% 201,000 345 0    Semiconductor Equipme...

      34 Records Found
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