13F HOLDINGS REPORT
3Chopt Investment Partners, LLC
Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0001398344-25-007619
Total Value
$381.7M
Positions
228
Other Managers
0
Confidential Omitted
No
Holdings (228)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 87,348 | $44.9M | 11.76% |
| 2 | VANGUARD INDEX FDS | 922908751 | 97,487 | $21.6M | 5.66% |
| 3 | NVIDIA CORPORATION | NVDA | 160,540 | $17.4M | 4.56% |
| 4 | APPLE INC | AAPL | 70,906 | $15.8M | 4.13% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 16,795 | $8.9M | 2.34% |
| 6 | MICROSOFT CORP | MSFT | 22,004 | $8.3M | 2.16% |
| 7 | ALPHABET INC | GOOG | 47,115 | $7.4M | 1.93% |
| 8 | META PLATFORMS INC | META | 12,083 | $7.0M | 1.82% |
| 9 | PHILIP MORRIS INTL INC | 718172109 | 38,662 | $6.2M | 1.62% |
| 10 | MCKESSON CORP | MCK | 8,087 | $5.4M | 1.43% |
| 11 | VISTRA CORP | VST | 45,604 | $5.4M | 1.40% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 48,836 | $4.9M | 1.29% |
| 13 | BROADCOM INC | AVGO | 27,726 | $4.6M | 1.22% |
| 14 | AMAZON COM INC | AMZN | 23,624 | $4.5M | 1.18% |
| 15 | CHECK POINT SOFTWARE TECH LT | M22465104 | 19,571 | $4.5M | 1.17% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 18,068 | $4.4M | 1.16% |
| 17 | ALTRIA GROUP INC | MO | 70,140 | $4.3M | 1.12% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042775 | 65,856 | $4.0M | 1.05% |
| 19 | WILLIAMS COS INC | 969457100 | 66,538 | $4.0M | 1.04% |
| 20 | PROGRESSIVE CORP | 743315103 | 13,259 | $3.8M | 0.98% |
| 21 | WELLS FARGO CO NEW | 949746101 | 51,290 | $3.7M | 0.96% |
| 22 | ELI LILLY & CO | LLY | 4,367 | $3.6M | 0.94% |
| 23 | JOHNSON & JOHNSON | JNJ | 21,669 | $3.6M | 0.94% |
| 24 | CISCO SYS INC | CSCO | 56,589 | $3.5M | 0.91% |
| 25 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 57,026 | $3.5M | 0.91% |
| 26 | DROPBOX INC | DBX | 127,365 | $3.4M | 0.89% |
| 27 | MERCK & CO INC | MRK | 37,000 | $3.4M | 0.88% |
| 28 | BOOKING HOLDINGS INC | BKNG | 717 | $3.3M | 0.87% |
| 29 | PROCTER AND GAMBLE CO | 742718109 | 18,877 | $3.2M | 0.84% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.2M | 0.84% |
| 31 | NVR INC | NVR | 433 | $3.1M | 0.82% |
| 32 | VANGUARD INDEX FDS | 922908611 | 16,615 | $3.1M | 0.81% |
| 33 | ABBVIE INC | ABBV | 14,526 | $3.0M | 0.80% |
| 34 | ARCH CAP GROUP LTD | G0450A105 | 31,388 | $3.0M | 0.79% |
| 35 | WALMART INC | WMT | 33,652 | $3.0M | 0.78% |
| 36 | QUALCOMM INC | QCOM | 16,986 | $2.6M | 0.68% |
| 37 | ALPHABET INC | GOOG | 16,578 | $2.6M | 0.67% |
| 38 | VERTEX PHARMACEUTICALS INC | VRTX | 5,279 | $2.6M | 0.67% |
| 39 | THE CIGNA GROUP | 125523100 | 7,662 | $2.5M | 0.66% |
| 40 | PULTE GROUP INC | 745867101 | 24,213 | $2.5M | 0.65% |
| 41 | EXXON MOBIL CORP | XOM | 20,390 | $2.4M | 0.64% |
| 42 | ISHARES TR | 464287655 | 12,045 | $2.4M | 0.63% |
| 43 | NORFOLK SOUTHN CORP | 655844108 | 9,916 | $2.3M | 0.62% |
| 44 | ISHARES TR | 46432F842 | 30,166 | $2.3M | 0.60% |
| 45 | J P MORGAN EXCHANGE TRADED F | 46654Q740 | 36,682 | $2.2M | 0.57% |
| 46 | MCDONALDS CORP | MCD | 6,811 | $2.1M | 0.56% |
| 47 | PEPSICO INC | PEP | 14,169 | $2.1M | 0.56% |
| 48 | GILEAD SCIENCES INC | GILD | 18,844 | $2.1M | 0.55% |
| 49 | BANK AMERICA CORP | 060505104 | 50,394 | $2.1M | 0.55% |
| 50 | CHEVRON CORP NEW | CVX | 12,016 | $2.0M | 0.53% |
| 51 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 31,517 | $2.0M | 0.52% |
| 52 | RTX CORPORATION | RTX | 14,664 | $1.9M | 0.51% |
| 53 | TESLA INC | TSLA | 7,419 | $1.9M | 0.50% |
| 54 | SCHWAB CHARLES CORP | SCHW-PJ | 24,152 | $1.9M | 0.50% |
| 55 | BAKER HUGHES COMPANY | BKR | 42,900 | $1.9M | 0.49% |
| 56 | EOG RES INC | EOG | 13,967 | $1.8M | 0.47% |
| 57 | DOMINION ENERGY INC | D | 31,598 | $1.8M | 0.46% |
| 58 | AMERICAN EXPRESS CO | AXP | 6,491 | $1.7M | 0.46% |
| 59 | MASTERCARD INCORPORATED | MA | 3,180 | $1.7M | 0.46% |
| 60 | MARATHON PETE CORP | MARA | 11,744 | $1.7M | 0.45% |
| 61 | CAPITAL ONE FINL CORP | 14040H105 | 9,021 | $1.6M | 0.42% |
| 62 | VISA INC | V | 4,596 | $1.6M | 0.42% |
| 63 | J P MORGAN EXCHANGE TRADED F | 46641Q373 | 24,281 | $1.5M | 0.39% |
| 64 | EXPEDITORS INTL WASH INC | 302130109 | 12,308 | $1.5M | 0.39% |
| 65 | J P MORGAN EXCHANGE TRADED F | 46641Q779 | 25,994 | $1.5M | 0.38% |
| 66 | ORACLE CORP | ORCL-PD | 10,353 | $1.4M | 0.38% |
| 67 | DEERE & CO | DE | 3,026 | $1.4M | 0.37% |
| 68 | COSTCO WHSL CORP NEW | 22160K105 | 1,449 | $1.4M | 0.36% |
| 69 | VANGUARD WORLD FD | 921910873 | 6,725 | $1.4M | 0.35% |
| 70 | CRH PLC | CRH | 15,184 | $1.3M | 0.35% |
| 71 | COCA COLA CO | KO | 18,390 | $1.3M | 0.35% |
| 72 | HOME DEPOT INC | HD | 3,591 | $1.3M | 0.34% |
| 73 | VANGUARD WHITEHALL FDS | 921946406 | 9,815 | $1.3M | 0.33% |
| 74 | VANGUARD SCOTTSDALE FDS | 92206C680 | 13,460 | $1.2M | 0.33% |
| 75 | CBRE GROUP INC | CBRE | 9,509 | $1.2M | 0.33% |
| 76 | SPDR S&P 500 ETF TR | SPY | 2,196 | $1.2M | 0.32% |
| 77 | LABCORP HOLDINGS INC | LH | 5,275 | $1.2M | 0.32% |
| 78 | VANGUARD TAX-MANAGED FDS | 921943858 | 23,918 | $1.2M | 0.32% |
| 79 | AES CORP | AES | 91,309 | $1.1M | 0.30% |
| 80 | VANGUARD INDEX FDS | 922908629 | 4,368 | $1.1M | 0.30% |
| 81 | OREILLY AUTOMOTIVE INC | 67103H107 | 778 | $1.1M | 0.29% |
| 82 | HONEYWELL INTL INC | 438516106 | 5,217 | $1.1M | 0.29% |
| 83 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 14,865 | $1.1M | 0.29% |
| 84 | UNITEDHEALTH GROUP INC | UNH | 2,044 | $1.1M | 0.28% |
| 85 | TARGET CORP | TGT | 9,921 | $1.0M | 0.27% |
| 86 | COMCAST CORP NEW | CCZ | 27,413 | $1.0M | 0.26% |
| 87 | ISHARES TR | 464287879 | 10,329 | $1.0M | 0.26% |
| 88 | NEXTERA ENERGY INC | NEE-PW | 13,954 | $989,199 | 0.26% |
| 89 | CITIGROUP INC | C-PR | 13,834 | $982,076 | 0.26% |
| 90 | NORTHROP GRUMMAN CORP | NOC | 1,799 | $921,106 | 0.24% |
| 91 | KIMBERLY-CLARK CORP | KMB | 6,367 | $913,535 | 0.24% |
| 92 | POST HLDGS INC | POST | 7,301 | $849,544 | 0.22% |
| 93 | TEXAS INSTRS INC | 882508104 | 4,605 | $827,519 | 0.22% |
| 94 | GRAINGER W W INC | 384802104 | 833 | $822,862 | 0.22% |
| 95 | APPLIED MATLS INC | 038222105 | 5,633 | $817,475 | 0.21% |
| 96 | DUKE ENERGY CORP NEW | DUKB | 6,694 | $816,467 | 0.21% |
| 97 | MONDELEZ INTL INC | 609207105 | 11,482 | $784,450 | 0.21% |
| 98 | GOLDMAN SACHS ETF TR | NVGLF | 7,075 | $778,816 | 0.20% |
| 99 | LAM RESEARCH CORP | LRCX | 10,669 | $778,065 | 0.20% |
| 100 | LOCKHEED MARTIN CORP | LMT | 1,698 | $758,623 | 0.20% |
| 101 | GE VERNOVA INC | GEV | 2,433 | $742,746 | 0.19% |
| 102 | ABBOTT LABS | ABLZF | 5,544 | $735,412 | 0.19% |
| 103 | DISNEY WALT CO | 254687106 | 7,444 | $734,738 | 0.19% |
| 104 | WILLIS TOWERS WATSON PLC LTD | WTW | 2,156 | $730,604 | 0.19% |
| 105 | DANAHER CORPORATION | 235851102 | 3,538 | $726,422 | 0.19% |
| 106 | CATERPILLAR INC | CAT | 2,181 | $719,294 | 0.19% |
| 107 | TRUIST FINL CORP | 89832Q109 | 17,293 | $711,607 | 0.19% |
| 108 | INTERNATIONAL BUSINESS MACHS | INTR | 2,860 | $711,168 | 0.19% |
| 109 | PAYCHEX INC | PAYX | 4,592 | $708,454 | 0.19% |
| 110 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,641 | $706,318 | 0.19% |
| 111 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,030 | $698,117 | 0.18% |
| 112 | LOWES COS INC | 548661107 | 2,884 | $672,635 | 0.18% |
| 113 | SPDR INDEX SHS FDS | 78463X848 | 22,696 | $671,348 | 0.18% |
| 114 | CINTAS CORP | CTAS | 3,236 | $665,095 | 0.17% |
| 115 | FOX CORP | FOX | 11,688 | $661,541 | 0.17% |
| 116 | FIDELITY NATL INFORMATION SV | 31620M106 | 8,811 | $658,005 | 0.17% |
| 117 | OWENS CORNING NEW | OC | 4,564 | $654,918 | 0.17% |
| 118 | EQUINIX INC | EQIX | 800 | $652,280 | 0.17% |
| 119 | GE AEROSPACE | 369604301 | 3,189 | $639,409 | 0.17% |
| 120 | TJX COS INC NEW | 872540109 | 5,156 | $628,001 | 0.16% |
| 121 | AIR PRODS & CHEMS INC | AIIR | 2,087 | $615,498 | 0.16% |
| 122 | J P MORGAN EXCHANGE TRADED F | 46641Q266 | 16,087 | $615,489 | 0.16% |
| 123 | SALESFORCE INC | CRM | 2,270 | $609,177 | 0.16% |
| 124 | ISHARES INC | 46434G103 | 11,032 | $595,397 | 0.16% |
| 125 | ACCENTURE PLC IRELAND | ACN | 1,896 | $591,628 | 0.15% |
| 126 | BLACKROCK INC | BLK | 611 | $578,299 | 0.15% |
| 127 | VERIZON COMMUNICATIONS INC | VZ | 12,642 | $573,442 | 0.15% |
| 128 | SOUTHERN CO | SOMN | 6,036 | $555,010 | 0.15% |
| 129 | ISHARES TR | 464287804 | 5,204 | $544,182 | 0.14% |
| 130 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 8,476 | $540,091 | 0.14% |
| 131 | EQT CORP | EQT | 10,049 | $536,918 | 0.14% |
| 132 | S&P GLOBAL INC | SPGI | 1,048 | $532,489 | 0.14% |
| 133 | FISERV INC | FISV | 2,319 | $512,105 | 0.13% |
| 134 | ADOBE INC | ADBE | 1,293 | $495,904 | 0.13% |
| 135 | MORGAN STANLEY | MS-PQ | 4,209 | $491,064 | 0.13% |
| 136 | DISCOVER FINL SVCS | 254709108 | 2,842 | $485,129 | 0.13% |
| 137 | MICRON TECHNOLOGY INC | MU | 5,530 | $481,138 | 0.13% |
| 138 | NETAPP INC | NTAP | 5,362 | $470,998 | 0.12% |
| 139 | STARBUCKS CORP | SBUX | 4,660 | $457,099 | 0.12% |
| 140 | AMERIPRISE FINL INC | 03076C106 | 932 | $451,191 | 0.12% |
| 141 | CHIPOTLE MEXICAN GRILL INC | CMG | 8,886 | $446,166 | 0.12% |
| 142 | UNIVERSAL CORP VA | UVV | 7,800 | $437,190 | 0.11% |
| 143 | ANALOG DEVICES INC | ADI | 2,031 | $409,592 | 0.11% |
| 144 | NETFLIX INC | NFLX | 439 | $409,381 | 0.11% |
| 145 | THERMO FISHER SCIENTIFIC INC | TMO | 821 | $408,865 | 0.11% |
| 146 | KLA CORP | KLAC | 591 | $401,762 | 0.11% |
| 147 | BLOOM ENERGY CORP | BE | 20,314 | $399,373 | 0.10% |
| 148 | AMGEN INC | AMGN | 1,269 | $395,357 | 0.10% |
| 149 | AMERICAN ELEC PWR CO INC | 025537101 | 3,617 | $395,230 | 0.10% |
| 150 | COLGATE PALMOLIVE CO | CL | 4,212 | $394,664 | 0.10% |
| 151 | SMURFIT WESTROCK PLC | SW | 8,732 | $393,464 | 0.10% |
| 152 | AUTOMATIC DATA PROCESSING IN | ADP | 1,267 | $389,035 | 0.10% |
| 153 | ISHARES TR | 464287721 | 2,746 | $385,648 | 0.10% |
| 154 | AUTOZONE INC | AZO | 101 | $385,091 | 0.10% |
| 155 | L3HARRIS TECHNOLOGIES INC | LHX | 1,827 | $382,409 | 0.10% |
| 156 | TEXTRON INC | TXT | 5,165 | $373,275 | 0.10% |
| 157 | JONES LANG LASALLE INC | JLL | 1,505 | $373,105 | 0.10% |
| 158 | TRANE TECHNOLOGIES PLC | TT | 1,083 | $364,884 | 0.10% |
| 159 | WASTE MGMT INC DEL | 94106L109 | 1,568 | $363,008 | 0.10% |
| 160 | INTUIT | INTU | 587 | $360,412 | 0.09% |
| 161 | AMERICAN INTL GROUP INC | 026874784 | 4,027 | $350,107 | 0.09% |
| 162 | CORNING INC | GLW | 7,470 | $341,977 | 0.09% |
| 163 | SUPER MICRO COMPUTER INC | SMCI | 9,919 | $339,627 | 0.09% |
| 164 | PNC FINL SVCS GROUP INC | 693475105 | 1,929 | $339,060 | 0.09% |
| 165 | RPM INTL INC | 749685103 | 2,928 | $338,711 | 0.09% |
| 166 | CORTEVA INC | CTVA | 5,289 | $332,837 | 0.09% |
| 167 | GOLDMAN SACHS GROUP INC | GSCE | 605 | $330,505 | 0.09% |
| 168 | HCA HEALTHCARE INC | HCA | 955 | $330,000 | 0.09% |
| 169 | ELEVANCE HEALTH INC | ELV | 732 | $318,391 | 0.08% |
| 170 | NISOURCE INC | NI | 7,906 | $316,952 | 0.08% |
| 171 | DELL TECHNOLOGIES INC | DELL | 3,470 | $316,291 | 0.08% |
| 172 | UNION PAC CORP | UNP | 1,324 | $312,782 | 0.08% |
| 173 | EMERSON ELEC CO | EMR | 2,773 | $304,032 | 0.08% |
| 174 | GARMIN LTD | GRMN | 1,397 | $303,331 | 0.08% |
| 175 | LINDE PLC | LIN | 636 | $296,147 | 0.08% |
| 176 | COREBRIDGE FINL INC | 21871X109 | 9,220 | $291,075 | 0.08% |
| 177 | BUILDERS FIRSTSOURCE INC | BLDR | 2,306 | $288,112 | 0.08% |
| 178 | BECTON DICKINSON & CO | BDX | 1,244 | $284,951 | 0.07% |
| 179 | CROWN CASTLE INC | CCI | 2,696 | $281,004 | 0.07% |
| 180 | TRAVELERS COMPANIES INC | TRV | 1,044 | $276,096 | 0.07% |
| 181 | UNITED PARCEL SERVICE INC | UPS | 2,483 | $273,105 | 0.07% |
| 182 | T-MOBILE US INC | TMUSZ | 1,017 | $271,244 | 0.07% |
| 183 | SYNCHRONY FINANCIAL | SYF-PB | 5,101 | $270,047 | 0.07% |
| 184 | ALLSTATE CORP | ALL-PJ | 1,271 | $264,426 | 0.07% |
| 185 | FASTENAL CO | FAST | 3,367 | $261,111 | 0.07% |
| 186 | REGENERON PHARMACEUTICALS | REGN | 409 | $259,400 | 0.07% |
| 187 | FEDEX CORP | FDX | 1,033 | $253,252 | 0.07% |
| 188 | GENERAL DYNAMICS CORP | GD | 920 | $250,774 | 0.07% |
| 189 | AT&T INC | T-PC | 8,844 | $250,108 | 0.07% |
| 190 | TE CONNECTIVITY PLC | TEL | 1,762 | $249,006 | 0.07% |
| 191 | VANGUARD WHITEHALL FDS | 921946794 | 3,309 | $243,840 | 0.06% |
| 192 | EBAY INC. | EBAY | 3,502 | $237,190 | 0.06% |
| 193 | CHUBB LIMITED | CB | 777 | $235,336 | 0.06% |
| 194 | PRUDENTIAL FINL INC | PUKPF | 2,102 | $234,751 | 0.06% |
| 195 | CF INDS HLDGS INC | 125269100 | 2,968 | $231,949 | 0.06% |
| 196 | CINCINNATI FINL CORP | 172062101 | 1,552 | $230,612 | 0.06% |
| 197 | ROPER TECHNOLOGIES INC | ROP | 388 | $228,757 | 0.06% |
| 198 | INVESCO QQQ TR | IVZ | 471 | $221,198 | 0.06% |
| 199 | UNITED THERAPEUTICS CORP DEL | UTHR | 708 | $218,255 | 0.06% |
| 200 | ZOOM COMMUNICATIONS INC | ZM | 2,934 | $216,441 | 0.06% |
| 201 | DIAGEO PLC | DGEAF | 2,007 | $213,622 | 0.06% |
| 202 | ENTERPRISE PRODS PARTNERS L | 293792107 | 6,200 | $211,668 | 0.06% |
| 203 | INTUITIVE SURGICAL INC | ISRG | 410 | $203,061 | 0.05% |
| 204 | PFIZER INC | PFE | 7,951 | $201,478 | 0.05% |
| 205 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 3,507 | $200,390 | 0.05% |
| 206 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,251 | $192,400 | 0.05% |
| 207 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,510 | $175,054 | 0.05% |
| 208 | J P MORGAN EXCHANGE TRADED F | 46641Q340 | 1,935 | $174,382 | 0.05% |
| 209 | ISHARES TR | 464287598 | 738 | $138,862 | 0.04% |
| 210 | SCHWAB STRATEGIC TR | 808524755 | 3,477 | $125,659 | 0.03% |
| 211 | ISHARES TR | 464287630 | 818 | $123,502 | 0.03% |
| 212 | ISHARES TR | 464287150 | 1,000 | $122,010 | 0.03% |
| 213 | J P MORGAN EXCHANGE TRADED F | 46641Q209 | 2,055 | $117,423 | 0.03% |
| 214 | ISHARES TR | 464287507 | 1,947 | $113,607 | 0.03% |
| 215 | ISHARES TR | 464287770 | 1,283 | $100,780 | 0.03% |
| 216 | J P MORGAN EXCHANGE TRADED F | 46654Q781 | 845 | $53,793 | 0.01% |
| 217 | SCHWAB STRATEGIC TR | 808524102 | 2,454 | $52,835 | 0.01% |
| 218 | ISHARES TR | 464287465 | 637 | $52,062 | 0.01% |
| 219 | VANGUARD INDEX FDS | 922908769 | 179 | $49,196 | 0.01% |
| 220 | SCHWAB STRATEGIC TR | 808524300 | 1,612 | $40,364 | 0.01% |
| 221 | J P MORGAN EXCHANGE TRADED F | 46641Q886 | 372 | $37,413 | 0.01% |
| 222 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 133 | $6,887 | 0.00% |
| 223 | ISHARES TR | 464287614 | 15 | $5,416 | 0.00% |
| 224 | J P MORGAN EXCHANGE TRADED F | 46641Q308 | 100 | $5,272 | 0.00% |
| 225 | INVESCO EXCHANGE TRADED FD T | IVZ | 14 | $1,632 | 0.00% |
| 226 | ISHARES TR | 464287671 | 2 | $254 | 0.00% |
| 227 | VANGUARD SCOTTSDALE FDS | 92206C730 | 1 | $254 | 0.00% |
| 228 | VANGUARD INDEX FDS | 922908538 | 1 | $245 | 0.00% |