3Chopt Investment Partners, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$291.2B
Holdings
75
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVanguard S&P 500 ETF | 89,105 | $48.0B | 16.49% | |
| 2 | VBVanguard Small Cap ETF | 94,386 | $22.7B | 7.79% | |
| 3 | NVDANvidia Corp | 156,190 | $21.0B | 7.20% | |
| 4 | AAPLApple Inc | 59,924 | $15.0B | 5.15% | |
| 5 | GOOGAlphabet Inc. Class C | 46,509 | $8.9B | 3.04% | |
| 6 | BRK/BBerkshire Hathaway Class B | 16,706 | $7.6B | 2.60% | |
| 7 | MSFTMicrosoft | 15,858 | $6.7B | 2.30% | |
| 8 | VSTVistra Energy Corp | 47,568 | $6.6B | 2.25% | |
| 9 | AVGOBroadcom Inc | 27,583 | $6.4B | 2.20% | |
| 10 | METAMeta Platforms Inc Class A | 9,720 | $5.7B | 1.95% | |
| 11 | MCKMcKesson Corp | 8,111 | $4.6B | 1.59% | |
| 12 | BBUSJPMorgan Betabuilders US Eqy ETF | 39,583 | $4.2B | 1.44% | |
| 13 | JPMJPMorgan Chase | 17,430 | $4.2B | 1.43% | |
| 14 | 4I1Philip Morris Intl | 34,134 | $4.2B | 1.43% | |
| 15 | LLYEli Lilly & Co. | 4,932 | $3.8B | 1.31% | |
| 16 | MRKMerck & Co. Inc. | 37,131 | $3.7B | 1.28% | |
| 17 | AMZNAmazon.com Inc | 16,966 | $3.7B | 1.28% | |
| 18 | CHKPCheck PT Software F | 19,515 | $3.6B | 1.25% | |
| 19 | DBXDropbox Inc Class A | 120,584 | $3.6B | 1.24% | |
| 20 | WMBWilliams Cos Inc | 66,743 | $3.6B | 1.24% | |
| 21 | VBRVanguard Small Cap Value ETF | 18,084 | $3.6B | 1.23% | |
| 22 | VEUVanguard FTSE All World Ex US ETF | 62,372 | $3.6B | 1.23% | |
| 23 | NVRNVR Inc. | 429 | $3.5B | 1.21% | |
| 24 | BKNGBooking Holdings Inc | 700 | $3.5B | 1.19% | |
| 25 | MOAltria Group Inc | 63,779 | $3.4B | 1.17% | |
| 26 | WFCWells Fargo & Co | 47,722 | $3.4B | 1.15% | |
| 27 | PGRProgressive Co. | 13,633 | $3.3B | 1.12% | |
| 28 | PGProcter & Gamble | 19,270 | $3.2B | 1.11% | |
| 29 | CSCOCisco Systems | 51,577 | $3.1B | 1.05% | |
| 30 | ACGLArch Cap Group LTD F | 32,504 | $3.0B | 1.03% | |
| 31 | BMYBristol-Myers Squibb | 53,005 | $3.0B | 1.03% | |
| 32 | WMTWal-Mart | 32,972 | $3.0B | 1.03% | |
| 33 | PHMPultegroup Inc | 26,563 | $2.9B | 1.00% | |
| 34 | TSLATesla Inc | 7,161 | $2.9B | 0.99% | |
| 35 | IWMiShares Russell 2000 ETF | 12,711 | $2.8B | 0.96% | |
| 36 | JNJJohnson & Johnson | 17,242 | $2.5B | 0.86% | |
| 37 | AQLTiShares Core MSCI EAFE ETF | 35,229 | $2.5B | 0.85% | |
| 38 | ABBVAbbvie Inc | 13,755 | $2.4B | 0.84% | |
| 39 | XOMExxonMobil | 21,706 | $2.3B | 0.80% | |
| 40 | CICIGNA Corp | 8,424 | $2.3B | 0.80% | |
| 41 | VRTXVertex Pharmaceutical | 5,721 | $2.3B | 0.79% | |
| 42 | SCHWCharles Schwab Corp | 27,072 | $2.0B | 0.69% | |
| 43 | BACBank Of America Corp | 45,354 | $2.0B | 0.68% | |
| 44 | QCOMQualcomm Inc | 12,488 | $1.9B | 0.66% | |
| 45 | JGLOJPMorgan Global Select Equity ETF | 31,470 | $1.9B | 0.65% | |
| 46 | PEPPepsico Inc | 11,934 | $1.8B | 0.63% | |
| 47 | BKRBaker Hughes Co. Class A | 42,708 | $1.8B | 0.60% | |
| 48 | EOGEOG Resources Inc. | 13,976 | $1.7B | 0.59% | |
| 49 | ORCLOracle Corp | 10,196 | $1.7B | 0.58% | |
| 50 | MPCMarathon Pete Corp | 11,892 | $1.7B | 0.57% | |
| 51 | RTXRaytheon Technologies Co | 14,270 | $1.7B | 0.57% | |
| 52 | BBINJPMorgan Betabuild Interl Eqy ETF | 28,744 | $1.6B | 0.56% | |
| 53 | RHCRH Public Limited Co F | 17,155 | $1.6B | 0.55% | |
| 54 | DDominion Energy Inc | 29,314 | $1.6B | 0.54% | |
| 55 | JAVAJPMorgan Active Value ETF | 24,841 | $1.6B | 0.54% | |
| 56 | CVXChevron Corp. | 10,100 | $1.5B | 0.50% | |
| 57 | DYHTarget Corp | 10,691 | $1.4B | 0.50% | |
| 58 | VONGVanguard Russell 1000 Growth ETF | 13,460 | $1.4B | 0.48% | |
| 59 | EXPDExpeditors International of Washington | 12,058 | $1.3B | 0.46% | |
| 60 | JGROJPMorgan Active Growth ETF | 14,653 | $1.2B | 0.41% | |
| 61 | IJSiShares S&P Small Cap 600 Value ETF | 10,329 | $1.1B | 0.39% | |
| 62 | VEAVanguard FTSE Developed Markets ETF | 23,437 | $1.1B | 0.38% | |
| 63 | CMCSAComcast Corp Class A | 29,760 | $1.1B | 0.38% | |
| 64 | BACVerizon | 21,448 | $857.7M | 0.29% | |
| 65 | TRVCCitigroup Inc | 12,004 | $845.0M | 0.29% | |
| 66 | JQUAJPMorgan U.S. Quality Factor ETF | 14,427 | $826.2M | 0.28% | |
| 67 | LRCXLam Research Corp | 10,292 | $745.6M | 0.26% | |
| 68 | JEMAJPMorgan Activebld Emrg MRKT Eqy ETF | 13,807 | $516.5M | 0.18% | |
| 69 | TFCTruist Finl Corp | 11,633 | $504.6M | 0.17% | |
| 70 | FOXAFox Corp Class A | 10,323 | $501.5M | 0.17% | |
| 71 | NTDOYNintendo LTD F Sponsored ADR | 32,434 | $474.5M | 0.16% | |
| 72 | EQTEQT Corp | 10,001 | $461.1M | 0.16% | |
| 73 | SCHGSchwab US Large Cap Growth ETF | 10,940 | $304.9M | 0.10% | |
| 74 | PFEPfizer | 10,197 | $270.5M | 0.09% | |
| 75 | AERGApplied Energetics | 89,770 | $57.5M | 0.02% |