3 Chopt Investment Partners, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $244 Billion distributed in 68 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 $42.4B, Vanguard Small Cap ETF with a value of $21.7B, Nvidia Corp with a value of $13.3B, Apple Inc. with a value of $11.4B, and Alphabet Inc. with a value of $7.13B.

Examining the 13F form we can see an decrease of $28.2B in the current position value, from $272B to 244B.

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 $244 Billion
ETFs: $86.2 Billion
Technology: $43.6 Billion
Healthcare: $25 Billion
Financial Services: $23.1 Billion
Consumer Defensive: $16 Billion
Communication Services: $15.6 Billion
Consumer Cyclical: $13 Billion
Energy: $11.1 Billion
Other: $8.89 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $244 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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