Fund Holdings3Chopt Investment Partners, LLC

Total Portfolio Value
$243.53M
Total Bought
$21.06M
Total Sold
$71.55M
Net Transaction
-$50.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Nvidia Corp(NVDA)14,97914,764-2157,41813,3405.48%+5,922
Vanguard S&P 500 ETF87,89488,258+36438,39242,42617.42%+4,034
Vistra Energy Corp(VST)54,96957,002+2,0332,1173,9701.63%+1,853
Meta Platforms Inc Class A(META)8,5399,139+6003,0224,4381.82%+1,415
Berkshire Hathaway Class B016,456+16,45606,9202.84%+6,920
Pultegroup Inc(PHM)18,68124,565+5,8841,9322,9681.22%+1,036
Microsoft(MSFT)13,78214,553+7715,1836,1232.51%+940
Merck & Co. Inc.(MRK)034,442+34,44204,5711.88%+4,571
Philip Morris Intl(PM)035,112+35,11203,2631.34%+3,263
Broadcom Inc(AVGO)3,2683,337+693,6484,4231.82%+775
Bristol-Myers Squibb(BMY)037,874+37,87402,0540.84%+2,054
Amazon.com Inc(AMZN)13,61615,147+1,5312,0692,7321.12%+663
Alphabet Inc. Class C(GOOG)45,93546,800+8656,4747,1262.93%+652
Altria Group Inc(MO)065,599+65,59902,9251.20%+2,925
Wells Fargo & Co(WFC)41,20944,926+3,7172,0282,6041.07%+576
Marathon Pete Corp(MPC)10,05610,138+821,4922,0430.84%+551
Vanguard Small Cap ETF99,07994,800-4,27921,13721,6708.90%+534
JPMorgan Chase(JPM)17,25717,297+402,9353,4651.42%+529
CIGNA Corp(CI)09,135+9,13503,3181.36%+3,318
Abbvie Inc(ABBV)9,30110,795+1,4941,4411,9660.81%+524
Progressive Co.(PGR)013,911+13,91102,8771.18%+2,877
Eli Lilly & Co.(LLY)3,4773,263-2142,0272,5381.04%+512
Vertex Pharmaceutical(VRTX)6,7877,820+1,0332,7623,2691.34%+507
AT&T(T)025,272+25,27204450.18%+445
McKesson Corp(MCK)08,337+8,33704,4811.84%+4,481
NVR Inc.(NVR)614581-334,2984,7061.93%+408
CF Industries Holdings Inc.(CF)5,99710,168+4,1714778460.35%+369
Apple Inc(AAPL)57,29466,279+8,98511,03111,3664.67%+335
Dropbox Inc Class A(DBX)70,95798,195+27,2382,0922,3860.98%+294
JPMorgan Betabuilders US Eqy ETF
BETABUILDRS US
30,50030,847+3472,6202,9131.20%+293
Check PT Software F
ORD
18,50519,019+5142,8273,1191.28%+292
Vanguard FTSE All World Ex US ETF44,12847,189+3,0612,4772,7681.14%+290
Wal-Mart(WMT)10,34331,692+21,3491,6361,9130.79%+277
Williams Cos Inc(WMB)066,237+66,23702,5811.06%+2,581
Target Corp(TGT)010,382+10,38201,8400.76%+1,840
EOG Resources Inc.(EOG)11,14712,376+1,2291,3481,5820.65%+234
Arch Cap Group LTD F
ORD
037,815+37,81503,4961.44%+3,496
Verizon(VZ)032,604+32,60401,3680.56%+1,368
Raytheon Technologies Co(RTX)014,040+14,04001,3690.56%+1,369
Bank Of America Corp035,849+35,84901,3590.56%+1,359
Chevron Corp.(CVX)9,85010,331+4811,4691,6300.67%+160
iShares Russell 2000 ETF012,966+12,96602,7271.12%+2,727
Booking Holdings Inc(BKNG)683702+192,4232,5471.05%+124
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
034,466+34,46602,5581.05%+2,558
Vanguard Russell 1000 Growth ETF
VNG RUS1000GRW
013,460+13,46001,1670.48%+1,167
Mondelez Intl Class A(MDLZ)013,187+13,18709290.38%+929
JPMorgan Active Value ETF
ACTIVE VALUE ETF
14,91515,639+7248309370.38%+107
Vanguard Small Cap Value ETF017,151+17,15103,2911.35%+3,291
Pepsico Inc(PEP)12,55912,663+1042,1462,2290.92%+83
Charles Schwab Corp(SCHW)033,251+33,25102,4050.99%+2,405
Expeditors International of Washington(EXPD)012,639+12,63901,5370.63%+1,537
Procter & Gamble(PG)017,972+17,97202,9161.20%+2,916
Johnson & Johnson(JNJ)015,631+15,63102,4731.02%+2,473
Dominion Energy Inc(D)020,768+20,76801,0220.42%+1,022
JPMorgan U.S. Quality Factor ETF
US QUALTY FCTR
15,78415,094-6907567980.33%+42
JPMorgan Active Growth ETF
ACTIVE GROWTH
15,88914,101-1,7889719900.41%+19
Nintendo LTD F Sponsored ADR024,383+24,38303310.14%+331
iShares S&P Small Cap 600 Value ETF010,376+10,37601,0660.44%+1,066
Baker Hughes Co. Class A(BKR)043,765+43,76501,4660.60%+1,466
EQT Corp(EQT)010,113+10,11303750.15%+375
Pfizer(PFE)011,502+11,50203190.13%+319
KLA Corp.(KLAC)000000
Morgan Stanley(MS)000000
Salesforce Inc(CRM)000000
NXP Semiconductors F
COM
000000
Nisource Inc 00500(NI)000000
iShares Core MSCI Emerging ETF
CORE MSCI EMKT
000000
Vanguard Internatnl HGH DIV YLD ETF000000
Prudential Financial(PFH)000000
General Dynamics Co(GD)000000
American International Group000000
Fiserv Inc(FISV)000000
Southern Co(SO)000000
Nextera Energy Inc(NEE)000000
JPMorgan Betabuild Interl Eqy ETF
BETABUILDERS I
39,79933,529-6,2702,2662,0160.83%-249
Waste Management Inc(WM)000000
Costco Wholesale Co(COST)000000
Fastenal Co(FAST)000000
Colgate-Palmolive Co(CL)000000
RGC Resources Inc000000
Thermo Fisher Scientific(TMO)000000
Astrazeneca ADR(AZN)000000
Truist Finl Corp(TFC)000000
Analog Devices Inc(ADI)000000
General Electric Co(GE)000000
Synopsys Inc(SNPS)000000
PNC Financial Services(PNC)000000
Intuit Inc(INTU)000000
iShares MSCI EAFE Value ETF000000
Dell Technologies Inc Class C(DELL)000000
JPMorgan Activebld Emrg MRKT Eqy ETF
ACTIVEBLDRS EMER
23,97814,946-9,0328695480.22%-321
iShares US Technology ETF000000
Steel Dynamics Inc(STLD)000000
Cisco Systems(CSCO)057,016+57,01602,8461.17%+2,846
Westrock Co000000
Fidelity Natl Info(FIS)5,7980-5,7983480-348
JPMorgan Equity Premium Income ETF
EQUITY PREMIUM
6,3400-6,3403510-351
S&P Global Inc(SPGI)8030-8033540-354
United Parcel Service Class B(UPS)2,2840-2,2843590-359
LKQ Corp(LKQ)7,5480-7,5483610-361
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