3Chopt Investment Partners, LLC Top Holdings and 13F Report (2025) About 3Chopt Investment Partners, LLCInvestment Activity3Chopt Investment Partners, LLC has $381.74 million in total holdings as of March 31, 2025.3Chopt Investment Partners, LLC owns shares of 228 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 27.90% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, 3Chopt Investment Partners, LLC has purchased 75 new stocks and bought additional shares in 44 stocks.3Chopt Investment Partners, LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $44,889,259Vanguard Small-Cap ETF $21,617,785NVIDIA $17,400,856Apple $15,750,350Berkshire Hathaway $8,944,681 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,193,766 Holding02079K305 - Alphabet $2,563,622 Holding655844108 - Norfolk Southern $2,348,609 Holding580135101 - McDonald's $2,127,552 Holding375558103 - Gilead Sciences $2,111,470 Holding Largest Purchases this Quarter Berkshire Hathaway 4 shares (about $3.19M)Alphabet 16,578 shares (about $2.56M)Apple 10,982 shares (about $2.44M)Norfolk Southern 9,916 shares (about $2.35M)Microsoft 6,146 shares (about $2.31M) Largest Sales this Quarter Vanguard S&P 500 ETF 1,757 shares (about $902.94K)Eli Lilly and Company 565 shares (about $466.64K)Verizon Communications 8,806 shares (about $399.44K)iShares Core MSCI EAFE ETF 5,063 shares (about $383.02K)JPMorgan BetaBuilders International Equity ETF 4,463 shares (about $274.50K) 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$44,889,259$902,945 ▼-2.0%87,34811.8%ETFVBVanguard Small-Cap ETF$21,617,785$687,648 ▲3.3%97,4875.7%ETFNVDANVIDIA$17,400,856$471,494 ▲2.8%160,5404.6%Computer and TechnologyAAPLApple$15,750,350$2,439,432 ▲18.3%70,9064.1%Computer and TechnologyBRK.BBerkshire Hathaway$8,944,681$47,400 ▲0.5%16,7952.3%FinanceMSFTMicrosoft$8,260,183$2,307,175 ▲38.8%22,0042.2%Computer and TechnologyGOOGAlphabet$7,360,776$94,675 ▲1.3%47,1151.9%Computer and TechnologyMETAMeta Platforms$6,964,158$1,361,939 ▲24.3%12,0831.8%Computer and TechnologyPMPhilip Morris International$6,188,920$724,831 ▲13.3%38,6621.6%Consumer StaplesMCKMcKesson$5,448,245$16,169 ▼-0.3%8,0871.4%MedicalVSTVistra$5,355,734$230,652 ▼-4.1%45,6041.4%UtilitiesBBUSJP Morgan BetaBuilders U.S. Equity ETF$4,927,064$933,535 ▲23.4%48,8361.3%ETFAVGOBroadcom$4,642,164$23,942 ▲0.5%27,7261.2%Computer and TechnologyAMZNAmazon.com$4,494,702$1,266,751 ▲39.2%23,6241.2%Retail/WholesaleCHKPCheck Point Software Technologies$4,460,622$12,764 ▲0.3%19,5711.2%Computer and TechnologyJPMJPMorgan Chase & Co.$4,432,080$156,501 ▲3.7%18,0681.2%FinanceMOAltria Group$4,281,150$388,258 ▲10.0%70,1401.1%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$3,994,825$211,339 ▲5.6%65,8561.0%ETFWMBWilliams Companies$3,976,328$12,251 ▼-0.3%66,5381.0%EnergyPGRProgressive$3,752,442$105,846 ▼-2.7%13,2591.0%FinanceWFCWells Fargo & Company$3,682,120$256,147 ▲7.5%51,2901.0%FinanceLLYEli Lilly and Company$3,606,749$466,639 ▼-11.5%4,3670.9%MedicalJNJJohnson & Johnson$3,593,528$734,162 ▲25.7%21,6690.9%MedicalCSCOCisco Systems$3,492,107$309,291 ▲9.7%56,5890.9%Computer and TechnologyBMYBristol-Myers Squibb$3,478,022$245,241 ▲7.6%57,0260.9%MedicalDBXDropbox$3,401,919$181,121 ▲5.6%127,3650.9%Computer and TechnologyMRKMerck & Co., Inc.$3,350,900$11,864 ▼-0.4%37,0000.9%MedicalBKNGBooking$3,303,154$78,317 ▲2.4%7170.9%Retail/WholesalePGProcter & Gamble$3,217,004$66,975 ▼-2.0%18,8770.8%Consumer StaplesBRK.ABerkshire Hathaway$3,193,766$3,193,766 ▲New Holding40.8%FinanceNVRNVR$3,136,821$28,978 ▲0.9%4330.8%ConstructionVBRVanguard Small-Cap Value ETF$3,095,208$273,660 ▼-8.1%16,6150.8%ETFABBVAbbVie$3,043,488$161,540 ▲5.6%14,5260.8%MedicalACGLArch Capital Group$3,018,898$107,337 ▼-3.4%31,3880.8%FinanceWMTWalmart$2,962,139$59,855 ▲2.1%33,6520.8%Retail/WholesaleQCOMQUALCOMM$2,609,219$690,938 ▲36.0%16,9860.7%Computer and TechnologyGOOGLAlphabet$2,563,622$2,563,622 ▲New Holding16,5780.7%Computer and TechnologyVRTXVertex Pharmaceuticals$2,559,365$214,290 ▼-7.7%5,2790.7%MedicalCIThe Cigna Group$2,520,798$250,698 ▼-9.0%7,6620.7%MedicalPHMPulteGroup$2,494,763$242,130 ▼-8.8%24,2130.7%ConstructionXOMExxon Mobil$2,424,966$156,511 ▼-6.1%20,3900.6%EnergyIWMiShares Russell 2000 ETF$2,402,857$132,860 ▼-5.2%12,0450.6%FinanceNSCNorfolk Southern$2,348,609$2,348,609 ▲New Holding9,9160.6%TransportationIEFAiShares Core MSCI EAFE ETF$2,282,058$383,016 ▼-14.4%30,1660.6%ETFJ P MORGAN EXCHANGE TRADED F$2,162,037$307,195 ▲16.6%36,6820.6%GLOBAL SEL EQUITMCDMcDonald's$2,127,552$2,127,552 ▲New Holding6,8110.6%Retail/WholesalePEPPepsiCo$2,124,500$335,116 ▲18.7%14,1690.6%Consumer StaplesGILDGilead Sciences$2,111,470$2,111,470 ▲New Holding18,8440.6%MedicalBACBank of America$2,102,942$210,319 ▲11.1%50,3940.6%FinanceCVXChevron$2,010,171$320,530 ▲19.0%12,0160.5%EnergyJAVAJPMorgan Active Value ETF$2,002,590$424,193 ▲26.9%31,5170.5%ETFRTXRTX$1,942,393$52,189 ▲2.8%14,6640.5%AerospaceTSLATesla$1,922,708$66,863 ▲3.6%7,4190.5%Auto/Tires/TrucksSCHWCharles Schwab$1,890,619$228,578 ▼-10.8%24,1520.5%FinanceBKRBaker Hughes$1,885,455$8,438 ▲0.4%42,9000.5%EnergyEOGEOG Resources$1,791,128$1,154 ▼-0.1%13,9670.5%EnergyDDominion Energy$1,771,700$128,064 ▲7.8%31,5980.5%UtilitiesAXPAmerican Express$1,746,404$1,746,404 ▲New Holding6,4910.5%FinanceMAMastercard$1,743,022$1,743,022 ▲New Holding3,1800.5%Business ServicesMPCMarathon Petroleum$1,710,949$21,562 ▼-1.2%11,7440.4%EnergyCOFCapital One Financial$1,617,427$1,617,427 ▲New Holding9,0210.4%FinanceVVisa$1,610,714$1,610,714 ▲New Holding4,5960.4%Business ServicesBBINJPMorgan BetaBuilders International Equity ETF$1,493,403$274,497 ▼-15.5%24,2810.4%ETFEXPDExpeditors International of Washington$1,480,037$30,063 ▲2.1%12,3080.4%TransportationJMOMJPMorgan US Momentum Factor ETF$1,465,022$1,465,022 ▲New Holding25,9940.4%ETFORCLOracle$1,447,453$21,950 ▲1.5%10,3530.4%Computer and TechnologyDEDeere & Company$1,425,155$1,425,155 ▲New Holding3,0260.4%IndustrialsCOSTCostco Wholesale$1,370,435$1,370,435 ▲New Holding1,4490.4%Retail/WholesaleMGCVanguard Mega Cap ETF$1,354,281$1,354,281 ▲New Holding6,7250.4%ETFCRH PLC$1,341,870$174,185 ▼-11.5%15,1840.4%ORDKOCoca-Cola$1,326,301$1,326,301 ▲New Holding18,3900.3%Consumer StaplesHDHome Depot$1,316,066$1,316,066 ▲New Holding3,5910.3%Retail/WholesaleVYMVanguard High Dividend Yield ETF$1,265,742$1,265,742 ▲New Holding9,8150.3%ETFVONGVanguard Russell 1000 Growth ETF$1,248,9530.0%13,4600.3%ETFCBRECBRE Group$1,243,587$1,243,587 ▲New Holding9,5090.3%FinanceSPYSPDR S&P 500 ETF Trust$1,232,186$1,232,186 ▲New Holding2,1960.3%FinanceLABCORP HOLDINGS INC$1,227,704$1,227,704 ▲New Holding5,2750.3%COM SHSVEAVanguard FTSE Developed Markets ETF$1,215,752$24,449 ▲2.1%23,9180.3%ETFAESAES$1,134,058$1,134,058 ▲New Holding91,3090.3%UtilitiesVOVanguard Mid-Cap ETF$1,129,652$1,129,652 ▲New Holding4,3680.3%ETFORLYO'Reilly Automotive$1,114,547$1,114,547 ▲New Holding7780.3%Retail/WholesaleHONHoneywell International$1,104,700$1,104,700 ▲New Holding5,2170.3%Multi-Sector ConglomeratesJGROJPMorgan Active Growth ETF$1,096,888$15,643 ▲1.4%14,8650.3%ETFUNHUnitedHealth Group$1,070,545$1,070,545 ▲New Holding2,0440.3%MedicalTGTTarget$1,035,356$80,357 ▼-7.2%9,9210.3%Retail/WholesaleCMCSAComcast$1,011,540$86,604 ▼-7.9%27,4130.3%Consumer DiscretionaryIJSiShares S&P Small-Cap 600 Value ETF$1,006,8710.0%10,3290.3%ETFNEENextEra Energy$989,199$989,199 ▲New Holding13,9540.3%UtilitiesCCitigroup$982,076$129,912 ▲15.2%13,8340.3%FinanceNOCNorthrop Grumman$921,106$921,106 ▲New Holding1,7990.2%AerospaceKMBKimberly-Clark$913,535$913,535 ▲New Holding6,3670.2%Consumer StaplesPOSTPost$849,544$849,544 ▲New Holding7,3010.2%Consumer StaplesTXNTexas Instruments$827,519$827,519 ▲New Holding4,6050.2%Computer and TechnologyGWWW.W. Grainger$822,862$822,862 ▲New Holding8330.2%IndustrialsAMATApplied Materials$817,475$817,475 ▲New Holding5,6330.2%Computer and TechnologyDUKDuke Energy$816,467$816,467 ▲New Holding6,6940.2%UtilitiesMDLZMondelez International$784,450$784,450 ▲New Holding11,4820.2%Consumer StaplesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$778,816$778,816 ▲New Holding7,0750.2%ETFLAM RESEARCH CORP$778,065$27,494 ▲3.7%10,6690.2%COM NEWLMTLockheed Martin$758,623$758,623 ▲New Holding1,6980.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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