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

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
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