3I
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3Chopt Investment Partners, LLC13F | |
| 3Chopt Investment Partners, LLC | |
| Last update 2025-04-24 | 228 Stocks (156 new) |
| Value $382.00 Mil | Turnover 28 % |
3Chopt Investment Partners, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 87,348 | 44,889.3 | -1.97% | 11.760 | -0.33% | 0.010 | +18.82% | +8.89% | 663,622.4 | ||
VB | Vanguard Small Cap ETF | 97,487 | 21,617.8 | +3.29% | 5.660 | +0.18% | 0.030 | +17.97% | +3.73% | 62,181.4 | ||
NVDA | NVIDIA Corp | 160,540 | 17,400.9 | +2.79% | 4.560 | +0.12% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AAPL | Apple Inc | 70,906 | 15,750.4 | +18.33% | 4.130 | +0.64% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 16,795 | 8,944.7 | +0.53% | 2.340 | +0.01% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
MSFT | Microsoft Corp | 22,004 | 8,260.2 | +38.76% | 2.160 | +0.60% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
GOOG | Alphabet Inc | 47,115 | 7,360.8 | +1.30% | 1.930 | +0.02% | 0.000 | +21.57% | +0.80% | 2,309,505.8 | Interactive Media | |
META | Meta Platforms Inc | 12,083 | 6,964.2 | +24.31% | 1.820 | +0.36% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
PM | Philip Morris International Inc | 38,662 | 6,188.9 | +13.27% | 1.620 | +0.19% | 0.000 | -1.31% | +39.07% | 256,311.7 | Tobacco Products | |
MCK | McKesson Corp | 8,087 | 5,448.3 | -0.30% | 1.430 | 0% | 0.010 | +3.24% | +25.55% | 89,181.2 | Medical Distribution |
3Chopt Investment Partners, LLC's Historical Top Holdings Breakdowns
3Chopt Investment Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.84% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | New holding | 4 | 4 | |
GOOGL | Alphabet Inc | 2025-03-31 | New Buy New Buy | +0.67% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | New holding | 16,578 | 16,578 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.64% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Add 18.33% | 70,906 | 10,982 | |
NSC | Norfolk Southern Corp | 2025-03-31 | New Buy New Buy | +0.62% | 227.69 ($243.68) 259.76 | $280.27 | 15.02% | New holding | 9,916 | 9,916 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.60% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 38.76% | 22,004 | 6,146 | |
MCD | McDonald's Corp | 2025-03-31 | New Buy New Buy | +0.56% | 279.74 ($299.1) 321.29 | $298.12 | -0.33% | New holding | 6,811 | 6,811 | |
GILD | Gilead Sciences Inc | 2025-03-31 | New Buy New Buy | +0.55% | 89.14 ($103.18) 117.41 | $113.56 | 10.06% | New holding | 18,844 | 18,844 | |
AXP | American Express Co | 2025-03-31 | New Buy New Buy | +0.46% | 255.39 ($295.58) 325.87 | $308.66 | 4.43% | New holding | 6,491 | 6,491 | |
MA | Mastercard Inc | 2025-03-31 | New Buy New Buy | +0.46% | 504.67 ($544.39) 576.31 | $562.09 | 3.25% | New holding | 3,180 | 3,180 | |
COF | Capital One Financial Corp | 2025-03-31 | New Buy New Buy | +0.42% | 163.87 ($188.9) 209.82 | $219.46 | 16.18% | New holding | 9,021 | 9,021 |
3Chopt Investment Partners, LLC Total Holding History ($B)
3Chopt Investment Partners, LLC's Asset Allocation
3Chopt Investment Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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3Chopt Investment Partners, LLC's Hypothetical Growth since 2025-03-31
3Chopt Investment Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
3Chopt Investment Partners, LLC's Holdings Heat Map
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3Chopt Investment Partners, LLC's Holdings Bubble Chart
3Chopt Investment Partners, LLC News
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