Chief Compliance Officer

0001213900-24-012451.txt : 20240212 0001213900-24-012451.hdr.sgml : 20240212 20240212134527 ACCESSION NUMBER: 0001213900-24-012451 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 3Chopt Investment Partners, LLC CENTRAL INDEX KEY: 0001978521 ORGANIZATION NAME: IRS NUMBER: 874516207 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23280 FILM NUMBER: 24618976 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 12-31-2023 12-31-2023 false 3Chopt Investment Partners, LLC

1801 Libbie Avenue Suite 106 Richmond VA 23226

13F HOLDINGS REPORT 028-23280 000319125 801-123462 N Candy Palugi Chief Compliance Officer 804-965-5408 /s/ Candy Palugi Lakeland TN 02-12-2024 0 165 271734504 INFORMATION TABLE 2 infotable.xml Vanguard S&P 500 ETF ETF 922908363 38392099 87894 SH SOLE 0 0 87894 Vanguard Small Cap ETF ETF 922908751 21136589 99079 SH SOLE 0 0 99079 Apple Inc Common Stock 037833100 11030902 57294 SH SOLE 0 0 57294 Nvidia Corp Common Stock 67066G104 7417900 14979 SH SOLE 0 0 14979 Alphabet Inc. Class C Common Stock 02079K107 6473620 45935 SH SOLE 0 0 45935 Berkshire Hathaway Class B Common Stock 084670702 5880253 16487 SH SOLE 0 0 16487 Microsoft Common Stock 594918104 5182685 13782 SH SOLE 0 0 13782 NVR Inc. Common Stock 62944T105 4298276 614 SH SOLE 0 0 614 McKesson Corp Common Stock 58155Q103 4057615 8752 SH SOLE 0 0 8752 Merck & Co. Inc. Common Stock 58933Y105 3740535 34071 SH SOLE 0 0 34071 Broadcom Inc Common Stock 11135F101 3647905 3268 SH SOLE 0 0 3268 Arch Cap Group LTD F Common Stock G0450A105 3290161 44300 SH SOLE 0 0 44300 Vanguard Small Cap Value ETF ETF 922908611 3194647 17751 SH SOLE 0 0 17751 Cisco Systems Common Stock 17275R102 3189342 63130 SH SOLE 0 0 63130 Meta Platforms Inc Class A Common Stock 30303M102 3022464 8539 SH SOLE 0 0 8539 JPMorgan Chase Common Stock 46625H100 2935416 17257 SH SOLE 0 0 17257 Procter & Gamble Common Stock 742718109 2857957 19503 SH SOLE 0 0 19503 Check PT Software F Common Stock M22465104 2827379 18505 SH SOLE 0 0 18505 CIGNA Corp Common Stock 125523100 2793270 9328 SH SOLE 0 0 9328 Vertex Pharmaceutical Common Stock 92532F100 2761562 6787 SH SOLE 0 0 6787 JPMorgan Betabuilders US Eqy ETF ETF 46641Q399 2619645 30500 SH SOLE 0 0 30500 iShares Russell 2000 ETF ETF 464287655 2602406 12966 SH SOLE 0 0 12966 Philip Morris Intl Common Stock 718172109 2486378 26069 SH SOLE 0 0 26069 Vanguard FTSE All World Ex US ETF ETF 922042775 2477346 44128 SH SOLE 0 0 44128 Comcast Corp Class A Common Stock 20030N101 2476297 56472 SH SOLE 0 0 56472 iShares Core MSCI EAFE ETF ETF 46432F842 2438331 34660 SH SOLE 0 0 34660 Johnson & Johnson Common Stock 478160104 2424086 15466 SH SOLE 0 0 15466 Booking Holdings Inc Common Stock 09857L108 2422751 683 SH SOLE 0 0 683 Applied Energetics Common Stock 03819M106 2377951 1073567 SH SOLE 0 0 1073567 Progressive Co. Common Stock 743315103 2363563 14839 SH SOLE 0 0 14839 Altria Group Inc Common Stock 02209S103 2348229 56842 SH SOLE 0 0 56842 ExxonMobil Common Stock 30231G102 2339218 23397 SH SOLE 0 0 23397 Charles Schwab Corp Common Stock 808513105 2327986 33837 SH SOLE 0 0 33837 Williams Cos Inc Common Stock 969457100 2321395 66649 SH SOLE 0 0 66649 JPMorgan Betabuild Interl Eqy ETF ETF 46641Q373 2265757 39799 SH SOLE 0 0 39799 Pepsico Inc Common Stock 713448108 2145723 12559 SH SOLE 0 0 12559 Vistra Energy Corp Common Stock 92840M102 2117406 54969 SH SOLE 0 0 54969 Dropbox Inc Class A Common Stock 26210C104 2091812 70957 SH SOLE 0 0 70957 Lockheed Martin Corp Common Stock 539830109 2074604 4577 SH SOLE 0 0 4577 Amazon.com Inc Common Stock 023135106 2068815 13616 SH SOLE 0 0 13616 Wells Fargo & Co Common Stock 949746101 2028315 41209 SH SOLE 0 0 41209 Eli Lilly & Co. Common Stock 532457108 2026813 3477 SH SOLE 0 0 3477 Pultegroup Inc Common Stock 745867101 1931989 18681 SH SOLE 0 0 18681 Vanguard FTSE Developed Markets ETF ETF 921943858 1691349 35310 SH SOLE 0 0 35310 Wal-Mart Common Stock 931142103 1636479 10343 SH SOLE 0 0 10343 Target Corp Common Stock 87612E106 1605814 11275 SH SOLE 0 0 11275 Lab Corp Of America Common Stock 50540R409 1546254 6803 SH SOLE 0 0 6803 Tesla Inc Common Stock 88160R101 1524176 6134 SH SOLE 0 0 6134 Marathon Pete Corp Common Stock 56585A102 1491873 10056 SH SOLE 0 0 10056 Baker Hughes Co. Class A Common Stock 05722G100 1488741 43556 SH SOLE 0 0 43556 Chevron Corp. Common Stock 166764100 1469239 9850 SH SOLE 0 0 9850 Expeditors International of Washington Common Stock 302130109 1463945 11509 SH SOLE 0 0 11509 Abbvie Inc Common Stock 00287Y109 1441376 9301 SH SOLE 0 0 9301 Norfolk Southern Co Common Stock 655844108 1394646 5900 SH SOLE 0 0 5900 Bristol-Myers Squibb Common Stock 110122108 1382833 26951 SH SOLE 0 0 26951 EOG Resources Inc. Common Stock 26875P101 1348230 11147 SH SOLE 0 0 11147 O'Reilly Automotive Common Stock 67103H107 1303510 1372 SH SOLE 0 0 1372 Bank Of America Corp Common Stock 060505104 1172356 34819 SH SOLE 0 0 34819 Raytheon Technologies Co Common Stock 75513E101 1171145 13919 SH SOLE 0 0 13919 Mastercard Inc Class A Common Stock 57636Q104 1167784 2738 SH SOLE 0 0 2738 Verizon Common Stock 92343V104 1165798 30923 SH SOLE 0 0 30923 Vanguard Mega Cap ETF ETF 921910873 1138408 6725 SH SOLE 0 0 6725 iShares S&P Small Cap 600 Value ETF ETF 464287879 1069454 10376 SH SOLE 0 0 10376 Vanguard High Dividend Yield ETF ETF 921946406 1061043 9505 SH SOLE 0 0 9505 Vanguard Russell 1000 Growth ETF ETF 92206C680 1050149 13460 SH SOLE 0 0 13460 SPDR S&P 500 ETF ETF 78462F103 1039854 2179 SH SOLE 0 0 2179 Home Depot Common Stock 437076102 1020936 2946 SH SOLE 0 0 2946 Vanguard Mid Cap ETF ETF 922908629 1016172 4368 SH SOLE 0 0 4368 Oracle Corp Common Stock 68389X105 1005064 9533 SH SOLE 0 0 9533 Dominion Energy Inc Common Stock 25746U109 978887 20827 SH SOLE 0 0 20827 JPMorgan Active Growth ETF ETF 46654Q609 970772 15889 SH SOLE 0 0 15889 Applied Materials Common Stock 038222105 947801 5848 SH SOLE 0 0 5848 Autozone Inc Common Stock 053332102 946333 366 SH SOLE 0 0 366 Lam Research Corp Common Stock 512807108 924067 1177 SH SOLE 0 0 1177 Builders Firstsource Common Stock 12008R107 911325 5459 SH SOLE 0 0 5459 Lennar Corp Class A Common Stock 526057104 900202 6040 SH SOLE 0 0 6040 Accenture PLC F Class A Common Stock G1151C101 888504 2532 SH SOLE 0 0 2532 Autodesk Inc Common Stock 052769106 884806 3634 SH SOLE 0 0 3634 Northrop Grumman Corp Common Stock 666807102 881508 1883 SH SOLE 0 0 1883 CBRE Group Inc Class A Common Stock 12504L109 881190 9466 SH SOLE 0 0 9466 JPMorgan Activebld Emrg MRKT Eqy ETF ETF 46641Q266 869203 23978 SH SOLE 0 0 23978 American Express Co Common Stock 025816109 851273 4544 SH SOLE 0 0 4544 Post Holdings Inc Common Stock 737446104 840357 9543 SH SOLE 0 0 9543 JPMorgan Active Value ETF ETF 46641Q167 829572 14915 SH SOLE 0 0 14915 Mondelez Intl Class A Common Stock 609207105 816413 11206 SH SOLE 0 0 11206 Nucor Corp Common Stock 670346105 800275 4584 SH SOLE 0 0 4584 Visa Inc Class A Common Stock 92826C839 778967 2992 SH SOLE 0 0 2992 Adobe Inc Common Stock 00724F101 772597 1295 SH SOLE 0 0 1295 JPMorgan U.S. Quality Factor ETF ETF 46641Q761 755583 15784 SH SOLE 0 0 15784 UnitedHealth Group Common Stock 91324P102 736005 1398 SH SOLE 0 0 1398 Texas Instruments Common Stock 882508104 734512 4309 SH SOLE 0 0 4309 Qualcomm Inc Common Stock 747525103 697984 4826 SH SOLE 0 0 4826 McDonald's Common Stock 580135101 684938 2310 SH SOLE 0 0 2310 Goldman Sachs Actvbeta US LRG ETF ETF 381430503 666579 7075 SH SOLE 0 0 7075 Equinix Inc REIT Common Stock 29444U700 629815 782 SH SOLE 0 0 782 Lowes Companies Inc Common Stock 548661107 574624 2582 SH SOLE 0 0 2582 Willis Towers Watson P F Common Stock G96629103 556450 2299 SH SOLE 0 0 2299 Alphabet Inc. Class A Common Stock 02079K305 550937 3944 SH SOLE 0 0 3944 iShares Core S&P Small Cap ETF ETF 464287804 542549 5012 SH SOLE 0 0 5012 Honeywell Intl Inc Common Stock 438516106 534761 2550 SH SOLE 0 0 2550 Abbott Laboratories Common Stock 002824100 533069 4843 SH SOLE 0 0 4843 Regeneron Pharms Inc Common Stock 75886F107 526096 599 SH SOLE 0 0 599 Discover Financial Services Common Stock 254709108 508160 4521 SH SOLE 0 0 4521 CVS Health Corp Common Stock 126650100 500764 6342 SH SOLE 0 0 6342 Starbucks Corp Common Stock 855244109 497620 5183 SH SOLE 0 0 5183 Nestle S A F Sponsored ADR Common Stock 641069406 482524 4173 SH SOLE 0 0 4173 CF Industries Holdings Inc. Common Stock 125269100 476762 5997 SH SOLE 0 0 5997 Cintas Corp Common Stock 172908105 468267 777 SH SOLE 0 0 777 Danaher Corp Common Stock 235851102 467097 2017 SH SOLE 0 0 2017 Textron Inc Common Stock 883203101 462932 5755 SH SOLE 0 0 5755 Vanguard Dividend Appreciation ETF ETF 921908844 452923 2658 SH SOLE 0 0 2658 Paychex Inc Common Stock 704326107 451784 3793 SH SOLE 0 0 3793 Walt Disney Common Stock 254687106 444063 4902 SH SOLE 0 0 4902 TJX Companies Inc Common Stock 872540109 435185 4639 SH SOLE 0 0 4639 Micron Technology Common Stock 595112103 427190 4999 SH SOLE 0 0 4999 BlackRock Inc Common Stock 09247X101 422136 520 SH SOLE 0 0 520 Ameriprise Financial Common Stock 03076C106 420092 1106 SH SOLE 0 0 1106 Duke Energy Corp Common Stock 26441C204 408538 4210 SH SOLE 0 0 4210 EQT Corp Common Stock 26884L109 400054 10348 SH SOLE 0 0 10348 Chipotle Mexican GRL Common Stock 169656105 395644 173 SH SOLE 0 0 173 Air Prod & Chemicals Common Stock 009158106 392934 1426 SH SOLE 0 0 1426 Crown Castle Intl Co REIT Common Stock 22822V101 385541 3347 SH SOLE 0 0 3347 Coca-Cola Common Stock 191216100 380806 6462 SH SOLE 0 0 6462 Deere & Co Common Stock 244199105 376056 937 SH SOLE 0 0 937 JPMorgan DVRSFD RTRN Intrnl EQT ETF ETF 46641Q209 370517 6821 SH SOLE 0 0 6821 Diageo PLC Common Stock 25243Q205 362985 2492 SH SOLE 0 0 2492 L3Harris Technologies Inc. Common Stock 502431109 360792 1713 SH SOLE 0 0 1713 LKQ Corp Common Stock 501889208 360719 7548 SH SOLE 0 0 7548 United Parcel Service Class B Common Stock 911312106 359113 2284 SH SOLE 0 0 2284 S&P Global Inc Common Stock 78409V104 353738 803 SH SOLE 0 0 803 JPMorgan Equity Premium Income ETF ETF 46641Q332 351286 6340 SH SOLE 0 0 6340 Fidelity Natl Info Common Stock 31620M106 348286 5798 SH SOLE 0 0 5798 Pfizer Common Stock 717081103 347369 12066 SH SOLE 0 0 12066 Westrock Co Common Stock 96145D105 346526 8346 SH SOLE 0 0 8346 Steel Dynamics Inc Common Stock 858119100 341945 2885 SH SOLE 0 0 2885 iShares US Technology ETF ETF 464287721 337563 2750 SH SOLE 0 0 2750 Nintendo LTD F Sponsored ADR Common Stock 654445303 319866 24624 SH SOLE 0 0 24624 Dell Technologies Inc Class C Common Stock 24703L202 313191 4094 SH SOLE 0 0 4094 iShares MSCI EAFE Value ETF ETF 464288877 313121 6010 SH SOLE 0 0 6010 Intuit Inc Common Stock 461202103 311265 498 SH SOLE 0 0 498 PNC Financial Services Common Stock 693475105 309545 1999 SH SOLE 0 0 1999 Synopsys Inc Common Stock 871607107 307401 597 SH SOLE 0 0 597 General Electric Co Common Stock 369604301 307015 2404 SH SOLE 0 0 2404 Analog Devices Inc Common Stock 032654105 305584 1539 SH SOLE 0 0 1539 Truist Finl Corp Common Stock 89832Q109 302670 8198 SH SOLE 0 0 8198 Astrazeneca ADR Common Stock 046353108 294656 4375 SH SOLE 0 0 4375 Thermo Fisher Scientific Common Stock 883556102 292653 551 SH SOLE 0 0 551 RGC Resources Inc Common Stock 74955L103 287709 14145 SH SOLE 0 0 14145 Colgate-Palmolive Co Common Stock 194162103 284963 3575 SH SOLE 0 0 3575 Fastenal Co Common Stock 311900104 274042 4231 SH SOLE 0 0 4231 Costco Wholesale Co Common Stock 22160K105 269357 399 SH SOLE 0 0 399 Waste Management Inc Common Stock 94106L109 255576 1427 SH SOLE 0 0 1427 Nextera Energy Inc Common Stock 65339F101 246058 4051 SH SOLE 0 0 4051 Southern Co Common Stock 842587107 244228 3483 SH SOLE 0 0 3483 Fiserv Inc Common Stock 337738108 243496 1833 SH SOLE 0 0 1833 American International Group Common Stock 026874784 239971 3542 SH SOLE 0 0 3542 General Dynamics Co Common Stock 369550108 239156 921 SH SOLE 0 0 921 Prudential Financial Common Stock 744320102 230029 2218 SH SOLE 0 0 2218 Vanguard Internatnl HGH DIV YLD ETF ETF 921946794 221944 3338 SH SOLE 0 0 3338 iShares Core MSCI Emerging ETF ETF 46434G103 217545 4301 SH SOLE 0 0 4301 Nisource Inc 00500 Common Stock 65473P105 212612 8008 SH SOLE 0 0 8008 NXP Semiconductors F Common Stock N6596X109 209457 908 SH SOLE 0 0 908 Salesforce Inc Common Stock 79466L302 208144 791 SH SOLE 0 0 791 Morgan Stanley Common Stock 617446448 202819 2175 SH SOLE 0 0 2175 KLA Corp. Common Stock 482480100 200549 345 SH SOLE 0 0 345