3 Chopt Investment Partners, LLC Portfolio Holdings

3 Chopt Investment Partners, LLC

  • $291 Billion
  • Q4 2024

3 Chopt Investment Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Billion distributed in 75 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 $48B, Vanguard Small Cap ETF with a value of $22.7B, Nvidia Corp with a value of $21B, Apple Inc. with a value of $15B, and Alphabet Inc. with a value of $8.86B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $280B to 291B.

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 $291 Billion
ETFs: $95.8 Billion
Technology: $63 Billion
Financial Services: $26.7 Billion
Healthcare: $25 Billion
Communication Services: $17.5 Billion
Consumer Defensive: $17 Billion
Consumer Cyclical: $16.5 Billion
Energy: $13 Billion
Other: $12.8 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $291 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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