3Chopt Investment Partners, LLC Top Holdings and 13F Report (2025) About 3Chopt Investment Partners, LLCInvestment Activity3Chopt Investment Partners, LLC has $291.16 million in total holdings as of December 31, 2024.3Chopt Investment Partners, LLC owns shares of 75 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 5.40% of the portfolio was purchased this quarter.About 3.37% of the portfolio was sold this quarter.This quarter, 3Chopt Investment Partners, LLC has purchased 70 new stocks and bought additional shares in 35 stocks.3Chopt Investment Partners, LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $48,010,594Vanguard Small-Cap ETF $22,679,139NVIDIA $20,974,755Apple $15,006,168Alphabet $8,857,174 Largest New Holdings this Quarter Tesla $2,891,898 HoldingChevron $1,462,896 HoldingTarget $1,445,209 HoldingCitigroup $844,962 HoldingLam Research Corp $745,609 Holding Largest Purchases this Quarter Tesla 7,161 shares (about $2.89M)Chevron 10,100 shares (about $1.46M)Target 10,691 shares (about $1.45M)Exxon Mobil 8,249 shares (about $887.34K)Citigroup 12,004 shares (about $844.96K) Largest Sales this Quarter Vertex Pharmaceuticals 1,316 shares (about $529.95K)Vistra 3,641 shares (about $501.98K)NVIDIA 3,590 shares (about $482.10K)Verizon Communications 12,012 shares (about $480.36K)CRH Public Limited Co F 3,572 shares (about $330.48K) Sector Allocation Over TimeMap of 500 Largest Holdings of3Chopt Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$48,010,594$558,745 ▲1.2%89,10516.5%ETFVBVanguard Small-Cap ETF$22,679,139$755,443 ▲3.4%94,3867.8%ETFNVDANVIDIA$20,974,755$482,101 ▼-2.2%156,1907.2%Computer and TechnologyAAPLApple$15,006,168$155,761 ▲1.0%59,9245.2%Computer and TechnologyGOOGAlphabet$8,857,174$178,823 ▼-2.0%46,5093.0%Computer and TechnologyBRK.BBerkshire Hathaway$7,572,496$4,986 ▲0.1%16,7062.6%FinanceMSFTMicrosoft$6,684,261$130,667 ▼-1.9%15,8582.3%Computer and TechnologyVSTVistra$6,558,200$501,985 ▼-7.1%47,5682.3%UtilitiesAVGOBroadcom$6,394,843$150,696 ▼-2.3%27,5832.2%Computer and TechnologyMETAMeta Platforms$5,691,157$278,117 ▼-4.7%9,7202.0%Computer and TechnologyMCKMcKesson$4,628,324$26,819 ▼-0.6%8,1111.6%MedicalBBUSJP Morgan BetaBuilders U.S. Equity ETF$4,192,631$732,966 ▲21.2%39,5831.4%ETFJPMJPMorgan Chase & Co.$4,178,145$16,540 ▲0.4%17,4301.4%FinancePMPhilip Morris International$4,153,920$56,223 ▼-1.3%34,1341.4%Consumer StaplesLLYEli Lilly and Company$3,807,504$112,712 ▼-2.9%4,9321.3%MedicalMRKMerck & Co., Inc.$3,723,229$197,437 ▲5.6%37,1311.3%MedicalAMZNAmazon.com$3,722,171$137,777 ▲3.8%16,9661.3%Retail/WholesaleCHKPCheck Point Software Technologies$3,643,451$39,954 ▲1.1%19,5151.3%Computer and TechnologyDBXDropbox$3,622,343$7,390 ▼-0.2%120,5841.2%Computer and TechnologyWMBWilliams Companies$3,612,147$2,111 ▲0.1%66,7431.2%Oils/EnergyVBRVanguard Small-Cap Value ETF$3,583,887$243,167 ▲7.3%18,0841.2%ETFVEUVanguard FTSE All-World ex-US ETF$3,580,777$187,042 ▲5.5%62,3721.2%ETFNVRNVR$3,508,748$16,358 ▼-0.5%4291.2%ConstructionBKNGBooking$3,477,894$14,905 ▼-0.4%7001.2%Retail/WholesaleMOAltria Group$3,400,080$13,008 ▼-0.4%63,7791.2%Consumer StaplesWFCWells Fargo & Company$3,352,004$24,444 ▲0.7%47,7221.2%FinancePGRProgressive$3,266,614$97,761 ▼-2.9%13,6331.1%FinancePGProcter & Gamble$3,230,601$177,708 ▲5.8%19,2701.1%Consumer StaplesCSCOCisco Systems$3,053,358$88,326 ▲3.0%51,5771.0%Computer and TechnologyACGLArch Capital Group$3,001,744$163,644 ▼-5.2%32,5041.0%FinanceBMYBristol-Myers Squibb$2,997,968$154,183 ▲5.4%53,0051.0%MedicalWMTWalmart$2,985,824$30,699 ▲1.0%32,9721.0%Retail/WholesalePHMPulteGroup$2,898,532$60,343 ▲2.1%26,5631.0%ConstructionTSLATesla$2,891,898$2,891,898 ▲New Holding7,1611.0%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$2,808,623$442 ▼0.0%12,7111.0%FinanceJNJJohnson & Johnson$2,493,487$243,246 ▲10.8%17,2420.9%MedicalIEFAiShares Core MSCI EAFE ETF$2,475,894$55,170 ▲2.3%35,2290.9%ETFABBVAbbVie$2,444,264$68,770 ▲2.9%13,7550.8%MedicalXOMExxon Mobil$2,334,899$887,339 ▲61.3%21,7060.8%Oils/EnergyCIThe Cigna Group$2,326,203$80,633 ▼-3.4%8,4240.8%MedicalVRTXVertex Pharmaceuticals$2,303,847$529,953 ▼-18.7%5,7210.8%MedicalSCHWCharles Schwab$2,003,599$175,404 ▼-8.0%27,0720.7%FinanceBACBank of America$1,993,308$218,739 ▲12.3%45,3540.7%FinanceQCOMQUALCOMM$1,918,407$66,057 ▲3.6%12,4880.7%Computer and TechnologyJPMorgan Global Select Equity ETF$1,889,459$315,991 ▲20.1%31,4700.6%ETFPEPPepsiCo$1,828,089$119,330 ▼-6.1%11,9340.6%Consumer StaplesBKRBaker Hughes$1,751,882$25,022 ▼-1.4%42,7080.6%Oils/EnergyEOGEOG Resources$1,713,178$376,198 ▲28.1%13,9760.6%Oils/EnergyORCLOracle$1,699,061$15,664 ▲0.9%10,1960.6%Computer and TechnologyMPCMarathon Petroleum$1,658,901$197,947 ▲13.5%11,8920.6%Oils/EnergyRTXRTX$1,651,324$295,896 ▼-15.2%14,2700.6%AerospaceBBINJPMorgan BetaBuilders International Equity ETF$1,641,282$129,617 ▲8.6%28,7440.6%ETFCRH Public Limited Co F$1,587,181$330,482 ▼-17.2%17,1550.5%Common StockDDominion Energy$1,578,852$88,223 ▲5.9%29,3140.5%UtilitiesJAVAJPMorgan Active Value ETF$1,572,435$164,770 ▲11.7%24,8410.5%ETFCVXChevron$1,462,896$1,462,896 ▲New Holding10,1000.5%Oils/EnergyTGTTarget$1,445,209$1,445,209 ▲New Holding10,6910.5%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$1,390,4180.0%13,4600.5%ETFEXPDExpeditors International of Washington$1,335,665$40,320 ▼-2.9%12,0580.5%TransportationJGROJPMorgan Active Growth ETF$1,187,333$119,357 ▲11.2%14,6530.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,121,8330.0%10,3290.4%ETFVEAVanguard FTSE Developed Markets ETF$1,120,757$4,543 ▼-0.4%23,4370.4%ETFCMCSAComcast$1,116,893$104,221 ▼-8.5%29,7600.4%Consumer DiscretionaryVZVerizon Communications$857,706$480,360 ▼-35.9%21,4480.3%Computer and TechnologyCCitigroup$844,962$844,962 ▲New Holding12,0040.3%FinanceJQUAJPMorgan US Quality Factor ETF$826,234$29,609 ▼-3.5%14,4270.3%ETFLam Research Corp$745,609$745,609 ▲New Holding10,2920.3%Common StockJEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$516,520$39,243 ▲8.2%13,8070.2%ETFTFCTruist Financial$504,640$504,640 ▲New Holding11,6330.2%FinanceFOXAFOX$501,491$501,491 ▲New Holding10,3230.2%Consumer DiscretionaryNTDOYNintendo$474,509$1,214 ▲0.3%32,4340.2%Consumer DiscretionaryEQTEQT$461,146$461,146 ▲New Holding10,0010.2%Oils/EnergySCHGSchwab U.S. Large-Cap Growth ETF$304,898$304,898 ▲New Holding10,9400.1%ETFPFEPfizer$270,526$321,596 ▼-54.3%10,1970.1%MedicalAERGApplied Energetics$57,453$9,728 ▲20.4%89,7700.0%Computer and TechnologyGOOGLAlphabet$0$2,078,432 ▼-100.0%00.0%Computer and TechnologyCMGChipotle Mexican Grill$0$1,642,228 ▼-100.0%00.0%Retail/WholesaleMDLZMondelez International$0$868,402 ▼-100.0%00.0%Consumer StaplesTAT&T$0$466,092 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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