Chief Compliance Officer

0001213900-23-059757.txt : 20230726 0001213900-23-059757.hdr.sgml : 20230726 20230725184426 ACCESSION NUMBER: 0001213900-23-059757 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230725 EFFECTIVENESS DATE: 20230726 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: 231109734 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 06-30-2023 06-30-2023 false 3Chopt Investment Partners, LLC

1801 Libbie Avenue Suite 106 Richmond VA 23226

13F HOLDINGS REPORT 028-23280 000319125 801-123462 N Candy Palugi Chief Compliance Officer 804-965-5408 /s/ Candy Palugi Lakeland TN 07-25-2023 0 135 199840940 INFORMATION TABLE 2 infotable.xml Vanguard S&P 500 ETF ETF 922908363 20832859 50954 SH SOLE 50954 0 0 Vanguard Small Cap ETF ETF 922908751 12869680 64708 SH SOLE 64708 0 0 Apple Inc Common Stock 037833100 8306903 42826 SH SOLE 42826 0 0 Nvidia Corp Common Stock 67066G104 5725576 13535 SH SOLE 13535 0 0 Berkshire Hathaway Class B Common Stock 084670702 5495215 16115 SH SOLE 16115 0 0 Vanguard Muni Bond Tax Exempt ETF ETF 922907746 4427194 88156 SH SOLE 88156 0 0 Alphabet Inc. Class C Common Stock 02079K107 4130642 34146 SH SOLE 34146 0 0 McKesson Corp Common Stock 58155Q103 3920955 9164 SH SOLE 9164 0 0 Merck & Co. Inc. Common Stock 58933Y105 3832034 32999 SH SOLE 32999 0 0 Vanguard Small Cap Value ETF ETF 922908611 3491925 21112 SH SOLE 21112 0 0 Arch Cap Group LTD F Common Stock G0450A105 3488833 46611 SH SOLE 46611 0 0 Cisco Systems Common Stock 17275R102 3193633 61725 SH SOLE 61725 0 0 Microsoft Common Stock 594918104 3050649 8958 SH SOLE 8958 0 0 Dominion Energy Inc Common Stock 25746U109 2881322 55635 SH SOLE 55635 0 0 Vanguard FTSE Developed Markets ETF ETF 921943858 2741337 59362 SH SOLE 59362 0 0 Procter & Gamble Common Stock 742718109 2706576 17837 SH SOLE 17837 0 0 CIGNA Corp Common Stock 125523100 2599198 9263 SH SOLE 9263 0 0 PNC Financial Services Common Stock 693475105 2541923 20182 SH SOLE 20182 0 0 iShares Russell 2000 ETF ETF 464287655 2454735 13108 SH SOLE 13108 0 0 Comcast Corp Class A Common Stock 20030N101 2448331 58925 SH SOLE 58925 0 0 JPMorgan Chase Common Stock 46625H100 2405287 16538 SH SOLE 16538 0 0 Altria Group Inc Common Stock 02209S103 2363220 51189 SH SOLE 51189 0 0 Pfizer Common Stock 717081103 2334681 63650 SH SOLE 63650 0 0 iShares Core US REIT ETF ETF 464288521 2252169 43808 SH SOLE 43808 0 0 Williams Cos Inc Common Stock 969457100 2245190 68808 SH SOLE 68808 0 0 Johnson & Johnson Common Stock 478160104 2221657 13422 SH SOLE 13422 0 0 Broadcom Inc Common Stock 11135F101 2185924 2520 SH SOLE 2520 0 0 Lockheed Martin Corp Common Stock 539830109 2183128 4742 SH SOLE 4742 0 0 Verizon Common Stock 92343V104 2163046 58162 SH SOLE 58162 0 0 Charles Schwab Corp Common Stock 808513105 2150793 37946 SH SOLE 37946 0 0 Check PT Software F Common Stock M22465104 2093583 16666 SH SOLE 16666 0 0 Vertex Pharmaceutical Common Stock 92532F100 2047764 5819 SH SOLE 5819 0 0 Progressive Co. Common Stock 743315103 1967024 14860 SH SOLE 14860 0 0 Vanguard Total Bond Market ETF ETF 921937835 1718174 23637 SH SOLE 23637 0 0 Target Corp Common Stock 87612E106 1718156 13026 SH SOLE 13026 0 0 Philip Morris Intl Common Stock 718172109 1702667 17230 SH SOLE 17230 0 0 Lab Corp Of America Common Stock 50540R409 1655282 6859 SH SOLE 6859 0 0 Wells Fargo & Co Common Stock 949746101 1607767 37670 SH SOLE 37670 0 0 Meta Platforms Inc Class A Common Stock 30303M102 1592739 5550 SH SOLE 5550 0 0 Dropbox Inc Class A Common Stock 26210C104 1589799 59610 SH SOLE 59610 0 0 O'Reilly Automotive Common Stock 67103H107 1535167 1607 SH SOLE 1607 0 0 Steel Dynamics Inc Common Stock 858119100 1515332 13857 SH SOLE 13857 0 0 Vanguard FTSE All World Ex US ETF ETF 922042775 1499104 27552 SH SOLE 27552 0 0 NVR Inc. Common Stock 62944T105 1498746 236 SH SOLE 236 0 0 Wal-Mart Common Stock 931142103 1467275 9335 SH SOLE 9335 0 0 Raytheon Technologies Co Common Stock 75513E101 1430322 14601 SH SOLE 14601 0 0 Chevron Corp. Common Stock 166764100 1409710 8959 SH SOLE 8959 0 0 Baker Hughes Co. Class A Common Stock 05722G100 1388236 43918 SH SOLE 43918 0 0 Expeditors International of Washington Common Stock 302130109 1283736 10598 SH SOLE 10598 0 0 Norfolk Southern Co Common Stock 655844108 1155403 5095 SH SOLE 5095 0 0 ExxonMobil Common Stock 30231G102 1141982 10648 SH SOLE 10648 0 0 Eli Lilly & Co. Common Stock 532457108 1101165 2348 SH SOLE 2348 0 0 Marathon Pete Corp Common Stock 56585A102 1083990 9297 SH SOLE 9297 0 0 Oracle Corp Common Stock 68389X105 1046682 8789 SH SOLE 8789 0 0 Bank Of America Corp Common Stock 060505104 1020714 35577 SH SOLE 35577 0 0 Abbvie Inc Common Stock 00287Y109 1010744 7502 SH SOLE 7502 0 0 iShares S&P Small Cap 600 ETF ETF 464287879 986654 10376 SH SOLE 10376 0 0 Bristol-Myers Squibb Common Stock 110122108 985927 15417 SH SOLE 15417 0 0 Booking Holdings Inc Common Stock 09857L108 982920 364 SH SOLE 364 0 0 SPDR S&P 500 ETF ETF 78462F103 953460 2143 SH SOLE 2143 0 0 Autozone Inc Common Stock 053332102 905090 363 SH SOLE 363 0 0 VMware Inc Class A Common Stock 928563402 889154 6188 SH SOLE 6188 0 0 Mastercard Inc Class A Common Stock 57636Q104 872733 2219 SH SOLE 2219 0 0 Post Holdings Inc Common Stock 737446104 831320 9594 SH SOLE 9594 0 0 EOG Resources Inc. Common Stock 26875P101 806115 7044 SH SOLE 7044 0 0 Applied Materials Common Stock 038222105 770846 5333 SH SOLE 5333 0 0 CBRE Group Inc Class A Common Stock 12504L109 764647 9474 SH SOLE 9474 0 0 Ulta Beauty Inc. Common Stock 90384S303 761423 1618 SH SOLE 1618 0 0 Builders Firstsource Common Stock 12008R107 753304 5539 SH SOLE 5539 0 0 American Express Co Common Stock 025816109 736343 4227 SH SOLE 4227 0 0 Autodesk Inc Common Stock 052769106 714294 3491 SH SOLE 3491 0 0 Lennar Corp Class A Common Stock 526057104 702864 5609 SH SOLE 5609 0 0 Texas Instruments Common Stock 882508104 681196 3784 SH SOLE 3784 0 0 RGC Resources Inc Common Stock 74955L103 674650 33682 SH SOLE 33682 0 0 Accenture PLC F Class A Common Stock G1151C101 666533 2160 SH SOLE 2160 0 0 Nucor Corp Common Stock 670346105 656315 3990 SH SOLE 3990 0 0 McDonald's Common Stock 580135101 607264 2035 SH SOLE 2035 0 0 Northrop Grumman Corp Common Stock 666807102 603935 1325 SH SOLE 1325 0 0 Equinix Inc REIT Common Stock 29444U700 594227 758 SH SOLE 758 0 0 Paychex Inc Common Stock 704326107 590562 5279 SH SOLE 5279 0 0 CVS Health Corp Common Stock 126650100 586469 8484 SH SOLE 8484 0 0 Lam Research Corp Common Stock 512807108 580127 900 SH SOLE 900 0 0 Willis Towers Watson P F Common Stock G96629103 544291 2303 SH SOLE 2303 0 0 Visa Inc Class A Common Stock 92826C839 544067 2291 SH SOLE 2291 0 0 Diageo PLC Common Stock 25243Q205 517491 2983 SH SOLE 2983 0 0 Qualcomm Inc Common Stock 747525103 516396 4338 SH SOLE 4338 0 0 Lowes Companies Inc Common Stock 548661107 503762 2232 SH SOLE 2232 0 0 Home Depot Common Stock 437076102 500130 1610 SH SOLE 1610 0 0 Mondelez Intl Class A Common Stock 609207105 489664 6678 SH SOLE 6678 0 0 Regeneron Pharms Inc Common Stock 75886F107 486452 677 SH SOLE 677 0 0 Honeywell Intl Inc Common Stock 438516106 471440 2272 SH SOLE 2272 0 0 Nestle S A F Sponsored ADR Common Stock 641069406 454081 3773 SH SOLE 3773 0 0 Abbott Laboratories Common Stock 002824100 451234 4139 SH SOLE 4139 0 0 Starbucks Corp Common Stock 855244109 450327 4546 SH SOLE 4546 0 0 LKQ Corp Common Stock 501889208 443959 7619 SH SOLE 7619 0 0 EQT Corp Common Stock 26884L109 410272 9975 SH SOLE 9975 0 0 Air Prod & Chemicals Common Stock 009158106 400702 1330 SH SOLE 1330 0 0 Walt Disney Common Stock 254687106 396150 4437 SH SOLE 4437 0 0 UnitedHealth Group Common Stock 91324P102 393644 819 SH SOLE 819 0 0 Coca-Cola Common Stock 191216100 383540 6293 SH SOLE 6293 0 0 Danaher Corp Common Stock 235851102 379421 1579 SH SOLE 1579 0 0 Textron Inc Common Stock 883203101 379246 5606 SH SOLE 5606 0 0 Crown Castle Intl Co REIT Common Stock 22822V101 374293 3285 SH SOLE 3285 0 0 Amazon.com Inc Common Stock 023135106 364095 2793 SH SOLE 2793 0 0 United Parcel Service Class B Common Stock 911312106 362444 2022 SH SOLE 2022 0 0 Nintendo LTD F Sponsored ADR Common Stock 654445303 361992 30958 SH SOLE 30958 0 0 TJX Companies Inc Common Stock 872540109 356118 4200 SH SOLE 4200 0 0 Duke Energy Corp Common Stock 26441C204 353217 3936 SH SOLE 3936 0 0 Ameriprise Financial Common Stock 03076C106 337807 1017 SH SOLE 1017 0 0 L3Harris Technologies Inc. Common Stock 502431109 333592 1704 SH SOLE 1704 0 0 Verisign Inc Common Stock 92343E102 328786 1455 SH SOLE 1455 0 0 Fidelity Natl Info Common Stock 31620M106 328638 6008 SH SOLE 6008 0 0 Deere & Co Common Stock 244199105 314991 775 SH SOLE 775 0 0 Astrazeneca ADR Common Stock 046353108 313119 4375 SH SOLE 4375 0 0 iShares Core MSCI EAFE ETF ETF 46432F842 302333 4479 SH SOLE 4479 0 0 Discover Financial Services Common Stock 254709108 298785 2557 SH SOLE 2557 0 0 BlackRock Inc Common Stock 09247X101 296499 429 SH SOLE 429 0 0 Micron Technology Common Stock 595112103 273897 4340 SH SOLE 4340 0 0 Truist Finl Corp Common Stock 89832Q109 272270 8971 SH SOLE 8971 0 0 S&P Global Inc Common Stock 78409V104 261781 653 SH SOLE 653 0 0 Nextera Energy Inc Common Stock 65339F101 261036 3518 SH SOLE 3518 0 0 CSX Corp Common Stock 126408103 255000 7478 SH SOLE 7478 0 0 General Electric Co Common Stock 369604301 245912 2239 SH SOLE 2239 0 0 Analog Devices Inc Common Stock 032654105 244487 1255 SH SOLE 1255 0 0 Colgate-Palmolive Co Common Stock 194162103 240750 3125 SH SOLE 3125 0 0 Westrock Co Common Stock 96145D105 240525 8274 SH SOLE 8274 0 0 Fastenal Co Common Stock 311900104 227288 3853 SH SOLE 3853 0 0 Vanguard Dividend Appreciation ETF ETF 921908844 217223 1331 SH SOLE 1331 0 0 Nisource Inc 00500 Common Stock 65473P105 217132 7939 SH SOLE 7939 0 0 Union Pacific Corp Common Stock 907818108 215260 1052 SH SOLE 1052 0 0 Southern Co Common Stock 842587107 209626 2984 SH SOLE 2984 0 0 Dell Technologies Inc Class C Common Stock 24703L202 206159 3810 SH SOLE 3810 0 0 Prudential Financial Common Stock 744320102 200701 2275 SH SOLE 2275 0 0 Sprott Physical Gold Trust Common Stock 85207H104 164344 11015 SH SOLE 11015 0 0 Applied Energetics Common Stock 03819M106 160321 62871 SH SOLE 62871 0 0