3 Chopt Investment Partners, LLC Portfolio Holdings

3 Chopt Investment Partners, LLC

  • $280 Billion
  • Q3 2024

3 Chopt Investment Partners, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $46.6B, Vanguard Small Cap ETF with a value of $21.7B, Nvidia Corp with a value of $19.4B, Apple Inc. with a value of $13.8B, and Alphabet Inc. with a value of $7.93B.

Examining the 13F form we can see an decrease of $47.9B in the current position value, from $328B to 280B.

3 Chopt Investment Partners, LLC is based out at Richmond, VA

Below you can find more details about 3 Chopt Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Billion
ETFs: $92.4 Billion
Technology: $58.3 Billion
Healthcare: $27.3 Billion
Financial Services: $24.9 Billion
Communication Services: $19.6 Billion
Consumer Defensive: $16.4 Billion
Consumer Cyclical: $15.6 Billion
Energy: $9.24 Billion
Other: $13.3 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.66B
$3.07 Billion 1.1% of portfolio
120,830
Q3 2024 Added 6.2%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $280 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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