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Disclosery

13F-HR filed by 3Chopt Investment Partners, LLC

3Chopt Investment Partners, LLC filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-15, with 70 holding rows worth $279,733,941.

Accession
0001213900-24-098596
Filer
CIK 1978521
Filed
2024-11-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 70 entries on the cover page, a total value of $279,733,941 stated on the cover page (in dollars after the unit check, H1), rows summing to $279,733,941 with VALUE read as dollars as filed, 13F file number 028-23280. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM88,068$46,615,187dollars as filed
Vanguard Small-Cap ETF922908751SHS91,242$21,707,785dollars as filed
NVIDIA Corp67066G104COM159,780$19,405,222dollars as filed
Apple Inc037833100COM59,302$13,817,366dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM47,448$7,932,831dollars as filed
Berkshire Hathaway Inc084670702COM16,695$7,684,041dollars as filed
Microsoft Corp594918104COM16,168$6,957,207dollars as filed
VISTRA CORP COM92840M102Stock51,209$6,070,315dollars as filed
META PLATFORMS INC CL A30303M102COM10,195$5,836,026dollars as filed
Broadcom Inc.11135F101COM28,233$4,870,193dollars as filed
Eli Lilly and Company532457108COM5,078$4,498,803dollars as filed
Philip Morris International Inc.718172109COM34,596$4,246,659dollars as filed
NVR INC COM62944T105Stock431$4,228,886dollars as filed
MCKESSON CORP COM58155Q103Stock8,158$4,039,365dollars as filed
Merck & Co.,Inc.58933Y105COM35,162$4,019,987dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock34,276$3,834,799dollars as filed
PULTE GROUP INC COM745867101Stock26,010$3,738,403dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS59,114$3,724,182dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock19,301$3,721,426dollars as filed
JPMorgan Chase & Co46625H100COM17,361$3,660,740dollars as filed
Progressive Corporation743315103COM14,041$3,563,056dollars as filed
Vanguard Small-Cap Value ETF922908611SHS16,857$3,384,548dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q399BETABUILDRS US32,663$3,383,234dollars as filed
Altria Group Inc02209S103COM64,023$3,333,037dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM7,037$3,272,768dollars as filed
Procter & Gamble Co742718109COM18,210$3,153,957dollars as filed
DROPBOX INC CL A26210C104Stock120,830$3,072,707dollars as filed
WILLIAMS COS INC COM969457100Stock66,704$3,045,051dollars as filed
Amazon.com, Inc023135106COM16,338$3,044,260dollars as filed
Cigna Corporation125523100COM8,716$3,019,571dollars as filed
Booking Holdings Inc.09857L108COM703$2,961,120dollars as filed
iShares Russell 2000 ETF464287655SHS12,713$2,808,175dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS34,444$2,688,354dollars as filed
Wells Fargo & Company949746101COM47,374$2,676,166dollars as filed
Cisco Systems,Inc.17275R102COM50,085$2,665,524dollars as filed
AbbVie,Inc.00287Y109COM13,368$2,639,913dollars as filed
Walmart Inc.931142103COM32,633$2,635,115dollars as filed
Bristol-Myers Squibb Company110122108COM50,279$2,601,413dollars as filed
Johnson & Johnson478160104COM15,560$2,521,596dollars as filed
PepsiCo,Inc.713448108COM12,713$2,161,846dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM12,532$2,078,432dollars as filed
Qualcomm Incorporated747525103COM12,058$2,050,463dollars as filed
Raytheon Technologies Corporation75513E101COM16,827$2,038,759dollars as filed
CRH PLC ORDG25508105Stock20,727$1,922,222dollars as filed
Charles Schwab Corp808513105COM29,442$1,908,136dollars as filed
Oracle Corporation68389X105COM10,102$1,721,381dollars as filed
MARATHON PETE CORP COM56585A102Stock10,473$1,706,118dollars as filed
JPMORGAN BETABUILD INTERL EQY ETF46641Q373COM26,474$1,668,127dollars as filed
JPMORGAN GLOBAL SELECT EQUITY ETF46654Q740COM26,207$1,642,393dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK28,501$1,642,228dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock12,422$1,632,251dollars as filed
Bank of America Corp060505104COM40,377$1,602,159dollars as filed
DOMINION ENERGY INC COM25746U109Stock27,676$1,599,396dollars as filed
EXXON MOBIL CORP30231G102COM13,457$1,577,413dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock43,318$1,565,946dollars as filed
Verizon Communications Inc92343V104COM33,460$1,502,690dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q167ACTIVE VALUE ETF22,238$1,424,789dollars as filed
Comcast Corp20030N101COM32,537$1,359,070dollars as filed
EOG RES INC COM26875P101Stock10,907$1,340,798dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM13,460$1,299,159dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS23,532$1,242,725dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS10,329$1,112,020dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH13,180$1,013,278dollars as filed
Mondelez International,Inc. Class A609207105COM11,713$868,402dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR14,944$845,382dollars as filed
Pfizer Inc.717081103COM22,319$645,912dollars as filed
JPMORGAN ACTIVEBLD EMRG MRKT EQY ETF46641Q266COM12,758$517,847dollars as filed
AT&T Inc00206R102COM21,186$466,092dollars as filed
NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS654445303Equity32,351$430,915dollars as filed
APPLIED ENERGETICS INC03819M106COM74,570$68,604dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001213900-24-098596this filing2024-11-15acceptance time not in the bulk data set