3 Chopt Investment Partners, LLC Portfolio Holdings

3 Chopt Investment Partners, LLC

  • $382 Billion
  • Q1 2025

3 Chopt Investment Partners, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $382 Billion distributed in 228 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 $44.9B, Vanguard Small Cap ETF with a value of $21.6B, Nvidia Corp with a value of $17.4B, Apple Inc. with a value of $15.8B, and Berkshire Hathaway Inc Class B with a value of $8.94B.

Examining the 13F form we can see an increase of $90.6B in the current position value, from $291B to 382B.

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 $382 Billion
ETFs: $104 Billion
Technology: $70 Billion
Financial Services: $44.9 Billion
Healthcare: $34.9 Billion
Consumer Defensive: $26.1 Billion
Consumer Cyclical: $22.7 Billion
Communication Services: $20.8 Billion
Industrials: $18.6 Billion
Other: $31.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$244 Million 0.06% of portfolio
3,309
Q1 2025 New
$63.8B
$214 Million 0.06% of portfolio
2,007
Q1 2025 New
$0
$175 Million 0.05% of portfolio
1,510
Q1 2025 New
$0
$192 Million 0.05% of portfolio
4,251
Q1 2025 New
$182B
$203 Million 0.05% of portfolio
410
Q1 2025 New
$137B
$201 Million 0.05% of portfolio
7,951
Q1 2025 Reduced 22.03%
$0
$200 Million 0.05% of portfolio
3,507
Q1 2025 New
$0
$174 Million 0.05% of portfolio
1,935
Q1 2025 New
$0
$139 Million 0.04% of portfolio
738
Q1 2025 New
$0
$117 Million 0.03% of portfolio
2,055
Q1 2025 New
$0
$124 Million 0.03% of portfolio
818
Q1 2025 New
$0
$126 Million 0.03% of portfolio
3,477
Q1 2025 New
$0
$101 Million 0.03% of portfolio
1,283
Q1 2025 New
$0
$114 Million 0.03% of portfolio
1,947
Q1 2025 New
$0
$122 Million 0.03% of portfolio
1,000
Q1 2025 New
$0
$52.1 Million 0.01% of portfolio
637
Q1 2025 New
$0
$40.4 Million 0.01% of portfolio
1,612
Q1 2025 Reduced 85.27%
$0
$52.8 Million 0.01% of portfolio
2,454
Q1 2025 New
J P Morgan Exchange Traded F
-
$53.8 Million 0.01% of portfolio
-
Q1 2025 New
$0
$49.2 Million 0.01% of portfolio
179
Q1 2025 New
$0
$254,000 0.0% of portfolio
2
Q1 2025 New
$0
$5.27 Million 0.0% of portfolio
100
Q1 2025 New
$0
$5.42 Million 0.0% of portfolio
15
Q1 2025 New
$0
$1.63 Million 0.0% of portfolio
14
Q1 2025 New
$0
$254,000 0.0% of portfolio
1
Q1 2025 New
$0
$6.89 Million 0.0% of portfolio
133
Q1 2025 New
$0
$245,000 0.0% of portfolio
1
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $382 Billion
  • Prior Value $291 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 156 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 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