0001213900-23-087183.txt : 20231115 0001213900-23-087183.hdr.sgml : 20231115 20231114194154 ACCESSION NUMBER: 0001213900-23-087183 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231115 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 3Chopt Investment Partners, LLC CENTRAL INDEX KEY: 0001978521 IRS NUMBER: 874516207 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23280 FILM NUMBER: 231408673 BUSINESS ADDRESS: STREET 1: 1801 LIBBIE AVENUE STREET 2: SUITE 106 CITY: RICHMOND STATE: VA ZIP: 23226 BUSINESS PHONE: 801-401-1840 MAIL ADDRESS: STREET 1: 1801 LIBBIE AVENUE STREET 2: SUITE 106 CITY: RICHMOND STATE: VA ZIP: 23226 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001978521 XXXXXXXX 09-30-2023 09-30-2023 false 3Chopt Investment Partners, LLC

1801 Libbie Avenue Suite 106 Richmond VA 23226

13F HOLDINGS REPORT 028-23280 000319125 801-123462 N Candy Palugi 804-965-5408 /s/ Candy Palugi Lakeland TN 11-14-2023 0 57 169394667 INFORMATION TABLE 2 infotable.xml Vanguard S&P 500 ETF ETF 922908363 32793663 83192 SH SOLE 83192 0 0 Vanguard Small Cap ETF ETF 922908751 16451500 87013 SH SOLE 87013 0 0 Apple Inc Common Stock 037833100 7740140 45208 SH SOLE 45208 0 0 Nvidia Corp Common Stock 67066G104 6059411 13930 SH SOLE 13930 0 0 Berkshire Hathaway Class B Common Stock 084670702 5695878 16260 SH SOLE 16260 0 0 Alphabet Inc. Class C Common Stock 02079K107 4607235 34943 SH SOLE 34943 0 0 McKesson Corp Common Stock 58155Q103 3901991 8960 SH SOLE 8960 0 0 Arch Cap Group LTD F Common Stock G0450A105 3523979 44210 SH SOLE 44210 0 0 Merck & Co. Inc. Common Stock 58933Y105 3471550 33485 SH SOLE 33485 0 0 Cisco Systems Common Stock 17275R102 3447184 64122 SH SOLE 64122 0 0 Microsoft Common Stock 594918104 3400713 10770 SH SOLE 10770 0 0 NVR Inc. Common Stock 62944T105 3369265 565 SH SOLE 565 0 0 Vanguard Small Cap Value ETF ETF 922908611 3066674 19228 SH SOLE 19228 0 0 Procter & Gamble Common Stock 742718109 2760097 18923 SH SOLE 18923 0 0 CIGNA Corp Common Stock 125523100 2665314 9317 SH SOLE 9317 0 0 Applied Energetics Common Stock 03819M106 2635920 1062871 SH SOLE 1062871 0 0 ExxonMobil Common Stock 30231G102 2620136 22284 SH SOLE 22284 0 0 Comcast Corp Class A Common Stock 20030N101 2582439 58242 SH SOLE 58242 0 0 JPMorgan Chase Common Stock 46625H100 2488543 17160 SH SOLE 17160 0 0 PNC Financial Services Common Stock 693475105 2484251 20235 SH SOLE 20235 0 0 Altria Group Inc Common Stock 02209S103 2380733 55367 SH SOLE 55367 0 0 Johnson & Johnson Common Stock 478160104 2331834 14972 SH SOLE 14972 0 0 iShares Russell 2000 ETF ETF 464287655 2327573 13108 SH SOLE 13108 0 0 Check PT Software F Common Stock M22465104 2315873 17376 SH SOLE 17376 0 0 iShares Core MSCI EAFE ETF ETF 46432F842 2283074 35479 SH SOLE 35479 0 0 Williams Cos Inc Common Stock 969457100 2261744 67134 SH SOLE 67134 0 0 Vanguard FTSE Developed Markets ETF ETF 921943858 2258619 51661 SH SOLE 51661 0 0 Philip Morris Intl Common Stock 718172109 2239160 23873 SH SOLE 23873 0 0 Broadcom Inc Common Stock 11135F101 2122132 2555 SH SOLE 2555 0 0 Progressive Co. Common Stock 743315103 2064572 14821 SH SOLE 14821 0 0 Vertex Pharmaceutical Common Stock 92532F100 2062446 5931 SH SOLE 5931 0 0 Charles Schwab Corp Common Stock 808513105 2058970 37504 SH SOLE 37504 0 0 Vanguard FTSE All World Ex US ETF ETF 922042775 1854249 35748 SH SOLE 35748 0 0 Verizon Common Stock 92343V104 1740158 53692 SH SOLE 53692 0 0 Dominion Energy Inc Common Stock 25746U109 1657876 37114 SH SOLE 37114 0 0 Dropbox Inc Class A Common Stock 26210C104 1621819 59560 SH SOLE 59560 0 0 Steel Dynamics Inc Common Stock 858119100 1598306 14848 SH SOLE 14848 0 0 Wells Fargo & Co Common Stock 949746101 1556364 38090 SH SOLE 38090 0 0 Baker Hughes Co. Class A Common Stock 05722G100 1535781 43482 SH SOLE 43482 0 0 JPMorgan Betabuild Interl Eqy ETF ETF 46641Q373 1393206 26741 SH SOLE 26741 0 0 Pfizer Common Stock 717081103 1315841 39670 SH SOLE 39670 0 0 Bristol-Myers Squibb Common Stock 110122108 1294905 22311 SH SOLE 22311 0 0 Target Corp Common Stock 87612E106 1279870 11575 SH SOLE 11575 0 0 Expeditors International of Washington Common Stock 302130109 1245226 10863 SH SOLE 10863 0 0 Raytheon Technologies Co Common Stock 75513E101 978720 13599 SH SOLE 13599 0 0 Bank Of America Corp Common Stock 060505104 938532 34278 SH SOLE 34278 0 0 iShares S&P Small Cap 600 ETF ETF 464287879 931174 10376 SH SOLE 10376 0 0 Vanguard Russell 1000 Growth ETF ETF 92206C680 921202 13460 SH SOLE 13460 0 0 iShares MSCI USA Min Vol FCTR ETF ETF 46429B697 766318 10459 SH SOLE 10459 0 0 Vistra Energy Corp Common Stock 92840M102 752954 22693 SH SOLE 22693 0 0 Mondelez Intl Class A Common Stock 609207105 750082 10742 SH SOLE 10742 0 0 iShares Core MSCI Emerging ETF ETF 46434G103 718752 15103 SH SOLE 15103 0 0 RGC Resources Inc Common Stock 74955L103 582699 33682 SH SOLE 33682 0 0 EQT Corp Common Stock 26884L109 433232 10676 SH SOLE 10676 0 0 CSX Corp Common Stock 126408103 381669 12412 SH SOLE 12412 0 0 JPMorgan Activebld Emrg MRKT Eqy ETF ETF 46641Q266 352655 10213 SH SOLE 10213 0 0 Nintendo LTD F Sponsored ADR Common Stock 654445303 320467 30963 SH SOLE 30963 0 0