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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$180B
$1.65 Billion 0.57% of portfolio
14,270
Q4 2024 Reduced 15.2%
$0
$1.64 Billion 0.56% of portfolio
28,744
Q4 2024 Added 8.57%
$23.9B
$1.59 Billion 0.55% of portfolio
-
Q4 2024 Reduced 17.23%
$46.3B
$1.58 Billion 0.54% of portfolio
29,314
Q4 2024 Added 5.92%
$0
$1.57 Billion 0.54% of portfolio
24,841
Q4 2024 Added 11.71%
$304B
$1.46 Billion 0.5% of portfolio
10,100
Q4 2024 New
$58.9B
$1.45 Billion 0.5% of portfolio
10,691
Q4 2024 New
$0
$1.39 Billion 0.48% of portfolio
13,460
Q3 2023 New
$18.6B
$1.34 Billion 0.46% of portfolio
12,058
Q4 2024 Reduced 2.93%
-
$1.19 Billion 0.41% of portfolio
-
Q4 2024 Added 11.18%
$0
$1.12 Billion 0.39% of portfolio
10,329
Q3 2024 Reduced 0.45%
$156B
$1.12 Billion 0.38% of portfolio
29,760
Q4 2024 Reduced 8.53%
$0
$1.12 Billion 0.38% of portfolio
23,437
Q4 2024 Reduced 0.4%
$172B
$858 Million 0.29% of portfolio
21,448
Q4 2024 Reduced 35.9%
$164B
$845 Million 0.29% of portfolio
12,004
Q4 2024 New
$0
$826 Million 0.28% of portfolio
14,427
Q4 2024 Reduced 3.46%
$0
$517 Million 0.18% of portfolio
13,807
Q4 2024 Added 8.22%
$17B
$501 Million 0.17% of portfolio
10,323
Q4 2024 New
$62.1B
$505 Million 0.17% of portfolio
11,633
Q4 2024 New
$19.6B
$461 Million 0.16% of portfolio
10,001
Q4 2024 New
$85.9B
$475 Million 0.16% of portfolio
32,434
Q4 2024 Added 0.26%
$0
$305 Million 0.1% of portfolio
10,940
Q4 2024 New
$143B
$271 Million 0.09% of portfolio
10,197
Q4 2024 Reduced 54.31%
$197M
$57.5 Million 0.02% of portfolio
89,770
Q4 2024 Added 20.38%

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
Track This Portfolio

Track 3 Chopt Investment Partners, LLC Portfolio

Follow 3 Chopt Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 3 Chopt Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 3 Chopt Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email