0001213900-23-042110.txt : 20230523
0001213900-23-042110.hdr.sgml : 20230523
20230522193932
ACCESSION NUMBER: 0001213900-23-042110
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230523
DATE AS OF CHANGE: 20230522
EFFECTIVENESS DATE: 20230523
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: 23946202
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
03-31-2023
03-31-2023
false
3Chopt Investment Partners, LLC
1801 Libbie Avenue
Suite 106
Richmond
VA
23226
13F HOLDINGS REPORT
028-23280
N
Candy Palugi
Chief Compliance Officer
804-965-5408
/s/ Candy Palugi
Richmond
VA
05-22-2023
0
141
187617518
INFORMATION TABLE
2
infotable.xml
Abbott Laboratories
Common Stock
002824100
439266
4338
SH
SOLE
4338
0
0
Abbvie Inc
Common Stock
00287Y109
1247389
7827
SH
SOLE
7827
0
0
Accenture PLC F Class A
Common Stock
G1151C101
621923
2176
SH
SOLE
2176
0
0
Air Prod & Chemicals
Common Stock
009158106
384028
1329
SH
SOLE
1329
0
0
Allstate Corp
Common Stock
020002101
235753
2109
SH
SOLE
2109
0
0
Alphabet Inc. Class C
Common Stock
02079K107
3507920
33730
SH
SOLE
33730
0
0
Altria Group Inc
Common Stock
02209S103
1260235
27661
SH
SOLE
27661
0
0
Amazon.com Inc
Common Stock
023135106
264836
2564
SH
SOLE
2564
0
0
American Express Co
Common Stock
025816109
730234
4427
SH
SOLE
4427
0
0
American International Group
Common Stock
026874784
494434
9818
SH
SOLE
9818
0
0
Ameriprise Financial
Common Stock
03076C106
262364
856
SH
SOLE
856
0
0
Analog Devices Inc
Common Stock
032654105
299972
1521
SH
SOLE
1521
0
0
Apple Inc
Common Stock
037833100
7273734
44110
SH
SOLE
44110
0
0
Applied Materials
Common Stock
038222105
625953
5096
SH
SOLE
5096
0
0
Arch Cap Group LTD F
Common Stock
G0450A105
3805403
56069
SH
SOLE
56069
0
0
Astrazeneca ADR
Common Stock
046353108
303669
4375
SH
SOLE
4375
0
0
Autodesk Inc
Common Stock
052769106
213572
1026
SH
SOLE
1026
0
0
Autozone Inc
Common Stock
053332102
732529
298
SH
SOLE
298
0
0
Baker Hughes Co. Class A
Common Stock
05722G100
1293860
44832
SH
SOLE
44832
0
0
Bank Of America Corp
Common Stock
060505104
1699060
59408
SH
SOLE
59408
0
0
Berkshire Hathaway Class B
Common Stock
084670702
5124038
16595
SH
SOLE
16595
0
0
Berkshire Hathaway Inc. Class A
Common Stock
084990175
1862400
400
SH
SOLE
400
0
0
BlackRock Inc
Common Stock
09247X101
289060
432
SH
SOLE
432
0
0
Bristol-Myers Squibb
Common Stock
110122108
820144
11833
SH
SOLE
11833
0
0
Broadcom Inc
Common Stock
11135F101
1515959
2363
SH
SOLE
2363
0
0
Builders Firstsource
Common Stock
12008R107
493084
5554
SH
SOLE
5554
0
0
CBRE Group Inc Class A
Common Stock
12504L109
688855
9461
SH
SOLE
9461
0
0
Charles Schwab Corp
Common Stock
808513105
1852851
35373
SH
SOLE
35373
0
0
Check PT Software F
Common Stock
M22465104
1503060
11562
SH
SOLE
11562
0
0
Chevron Corp.
Common Stock
166764100
1446250
8864
SH
SOLE
8864
0
0
Chubb LTD F
Common Stock
H1467J104
222116
1139
SH
SOLE
1139
0
0
CIGNA Corp
Common Stock
125523100
2536203
9925
SH
SOLE
9925
0
0
Cisco Systems
Common Stock
17275R102
3435397
65718
SH
SOLE
65718
0
0
Coca-Cola
Common Stock
191216100
932601
14924
SH
SOLE
14924
0
0
Colgate-Palmolive Co
Common Stock
194162103
272419
3625
SH
SOLE
3625
0
0
Comcast Corp Class A
Common Stock
20030N101
2260453
59627
SH
SOLE
59627
0
0
Crown Castle Intl Co REIT
Common Stock
22822V101
486910
3638
SH
SOLE
3638
0
0
CVS Health Corp
Common Stock
126650100
2725721
36680
SH
SOLE
36680
0
0
Danaher Corp
Common Stock
235851102
407481
1615
SH
SOLE
1615
0
0
Deere & Co
Common Stock
244199105
320951
775
SH
SOLE
775
0
0
Dell Technologies Inc Class C
Common Stock
24703L202
236073
5871
SH
SOLE
5871
0
0
Diageo PLC
Common Stock
25243Q205
528751
2895
SH
SOLE
2895
0
0
Discover Financial Services
Common Stock
254709108
306206
3098
SH
SOLE
3098
0
0
Dollar Tree Inc
Common Stock
256746108
1321378
9205
SH
SOLE
9205
0
0
Dominion Energy Inc
Common Stock
25746U109
3153485
56403
SH
SOLE
56403
0
0
Dropbox Inc Class A
Common Stock
26210C104
493109
22808
SH
SOLE
22808
0
0
Duke Energy Corp
Common Stock
26441C204
419259
4346
SH
SOLE
4346
0
0
eBay Inc
Common Stock
278642103
314583
7090
SH
SOLE
7090
0
0
Eli Lilly & Co.
Common Stock
532457108
806350
2348
SH
SOLE
2348
0
0
EOG Resources Inc.
Common Stock
26875P101
268349
2341
SH
SOLE
2341
0
0
EQT Corp
Common Stock
26884L109
318302
9975
SH
SOLE
9975
0
0
Equinix Inc REIT
Common Stock
29444U700
546548
758
SH
SOLE
758
0
0
Expeditors International of Washington
Common Stock
302130109
969937
8808
SH
SOLE
8808
0
0
ExxonMobil
Common Stock
30231G102
2348263
21414
SH
SOLE
21414
0
0
Fastenal Co
Common Stock
311900104
218619
4053
SH
SOLE
4053
0
0
Fidelity Natl Info
Common Stock
31620M106
408833
7525
SH
SOLE
7525
0
0
General Electric Co
Common Stock
369604301
223236
2333
SH
SOLE
2333
0
0
Home Depot
Common Stock
437076102
475143
1610
SH
SOLE
1610
0
0
Honeywell Intl Inc
Common Stock
438516106
443781
2322
SH
SOLE
2322
0
0
iShares Core MSCI EAFE ETF
ETF
46432F842
299421
4479
SH
SOLE
4479
0
0
iShares Core US REIT ETF
ETF
464288521
2228990
44226
SH
SOLE
44226
0
0
iShares Russell 2000 ETF
ETF
464287655
2338467
13108
SH
SOLE
13108
0
0
iShares Russell 2000 Value ETF
ETF
464287630
247321
1805
SH
SOLE
1805
0
0
iShares S&P Small Cap 600 ETF
ETF
464287879
971090
10376
SH
SOLE
10376
0
0
Johnson & Johnson
Common Stock
478160104
2108299
13602
SH
SOLE
13602
0
0
JPMorgan Chase
Common Stock
46625H100
2153633
16527
SH
SOLE
16527
0
0
Kinder Morgan Inc
Common Stock
49456B101
288267
16463
SH
SOLE
16463
0
0
L3Harris Technologies Inc.
Common Stock
502431109
370109
1886
SH
SOLE
1886
0
0
Lab Corp Of America
Common Stock
50540R409
1861055
8112
SH
SOLE
8112
0
0
Lam Research Corp
Common Stock
512807108
478661
900
SH
SOLE
900
0
0
LKQ Corp
Common Stock
501889208
442387
7794
SH
SOLE
7794
0
0
Lockheed Martin Corp
Common Stock
539830109
2508578
5307
SH
SOLE
5307
0
0
Lowes Companies Inc
Common Stock
548661107
468930
2345
SH
SOLE
2345
0
0
Marathon Oil Corp
Common Stock
565849106
495708
20689
SH
SOLE
20689
0
0
Marathon Pete Corp
Common Stock
56585A102
917318
6804
SH
SOLE
6804
0
0
Mastercard Inc Class A
Common Stock
57636Q104
835843
2300
SH
SOLE
2300
0
0
McDonald's
Common Stock
580135101
569006
2035
SH
SOLE
2035
0
0
McKesson Corp
Common Stock
58155Q103
3367354
9443
SH
SOLE
9443
0
0
Merck & Co. Inc.
Common Stock
58933Y105
3672025
34280
SH
SOLE
34280
0
0
Meta Platforms Inc Class A
Common Stock
30303M102
1306610
6165
SH
SOLE
6165
0
0
Micron Technology
Common Stock
595112103
261876
4340
SH
SOLE
4340
0
0
Microsoft
Common Stock
594918104
2507135
8696
SH
SOLE
8696
0
0
Mondelez Intl Class A
Common Stock
609207105
468161
6678
SH
SOLE
6678
0
0
Nestle S A F Sponsored ADR
Common Stock
641069406
468030
3805
SH
SOLE
3805
0
0
Nextera Energy Inc
Common Stock
65339F101
271167
3518
SH
SOLE
3518
0
0
Nintendo LTD F Sponsored ADR
Common Stock
654445303
424412
43799
SH
SOLE
43799
0
0
Nisource Inc 00500
Common Stock
65473P105
221974
7939
SH
SOLE
7939
0
0
Norfolk Southern Co
Common Stock
655844108
1076114
5076
SH
SOLE
5076
0
0
Northrop Grumman Corp
Common Stock
666807102
611779
1325
SH
SOLE
1325
0
0
Nucor Corp
Common Stock
670346105
572186
3692
SH
SOLE
3692
0
0
Nvidia Corp
Common Stock
67066G104
3762950
13547
SH
SOLE
13547
0
0
NVR Inc.
Common Stock
62944T105
880406
158
SH
SOLE
158
0
0
Oracle Corp
Common Stock
68389X105
825966
8889
SH
SOLE
8889
0
0
O'Reilly Automotive
Common Stock
67103H107
1142727
1346
SH
SOLE
1346
0
0
Paychex Inc
Common Stock
704326107
567106
4949
SH
SOLE
4949
0
0
Pepsico Inc
Common Stock
713448108
1742241
9557
SH
SOLE
9557
0
0
Pfizer
Common Stock
717081103
2290312
56135
SH
SOLE
56135
0
0
Philip Morris Intl
Common Stock
718172109
1596462
16174
SH
SOLE
16174
0
0
PNC Financial Services
Common Stock
693475105
2564243
20175
SH
SOLE
20175
0
0
Post Holdings Inc
Common Stock
737446104
1464342
16294
SH
SOLE
16294
0
0
Procter & Gamble
Common Stock
742718109
2651737
17834
SH
SOLE
17834
0
0
Progressive Co.
Common Stock
743315103
2446905
17014
SH
SOLE
17014
0
0
Qualcomm Inc
Common Stock
747525103
569390
4463
SH
SOLE
4463
0
0
Raytheon Technologies Co
Common Stock
75513E101
1551023
15838
SH
SOLE
15838
0
0
Regeneron Pharms Inc
Common Stock
75886F107
1027088
1250
SH
SOLE
1250
0
0
RGC Resources Inc
Common Stock
74955L103
781086
33682
SH
SOLE
33682
0
0
S&P Global Inc
Common Stock
78409V104
225135
653
SH
SOLE
653
0
0
Southern Co
Common Stock
842587107
205331
2951
SH
SOLE
2951
0
0
SPDR S&P 500 ETF
ETF
78462F103
862882
2100
SH
SOLE
2100
0
0
SPDR Short Term Corporate Bond ETF
ETF
78464A474
277041
9350
SH
SOLE
9350
0
0
Sprott Physical Gold Trust
Common Stock
85207H104
220954
14292
SH
SOLE
14292
0
0
Starbucks Corp
Common Stock
855244109
475770
4569
SH
SOLE
4569
0
0
Steel Dynamics Inc
Common Stock
858119100
1276688
11251
SH
SOLE
11251
0
0
Target Corp
Common Stock
87612E106
2184361
13188
SH
SOLE
13188
0
0
Texas Instruments
Common Stock
882508104
734181
3947
SH
SOLE
3947
0
0
Textron Inc
Common Stock
883203101
396064
5606
SH
SOLE
5606
0
0
Thermo Fisher Scientific
Common Stock
883556102
219154
380
SH
SOLE
380
0
0
TJX Companies Inc
Common Stock
872540109
373464
4766
SH
SOLE
4766
0
0
Truist Finl Corp
Common Stock
89832Q109
435048
12758
SH
SOLE
12758
0
0
Ulta Beauty Inc.
Common Stock
90384S303
565314
1036
SH
SOLE
1036
0
0
Union Pacific Corp
Common Stock
907818108
394470
1960
SH
SOLE
1960
0
0
United Parcel Service Class B
Common Stock
911312106
407573
2101
SH
SOLE
2101
0
0
UnitedHealth Group
Common Stock
91324P102
372874
789
SH
SOLE
789
0
0
Vanguard Dividend Appreciation ETF
ETF
921908844
204987
1331
SH
SOLE
1331
0
0
Vanguard FTSE All World Ex US ETF
ETF
922042775
957648
17910
SH
SOLE
17910
0
0
Vanguard FTSE Developed Markets ETF
ETF
921943858
1863127
41247
SH
SOLE
41247
0
0
Vanguard Muni Bond Tax Exempt ETF
ETF
922907746
3920071
77380
SH
SOLE
77380
0
0
Vanguard S&P 500 ETF
ETF
922908363
14542627
38670
SH
SOLE
38670
0
0
Vanguard Small Cap ETF
ETF
922908751
10703419
56465
SH
SOLE
56465
0
0
Vanguard Small Cap Value ETF
ETF
922908611
3185043
20062
SH
SOLE
20062
0
0
Vanguard Total Bond Market ETF
ETF
921937835
1057098
14318
SH
SOLE
14318
0
0
Verizon
Common Stock
92343V104
2136511
54937
SH
SOLE
54937
0
0
Vertex Pharmaceutical
Common Stock
92532F100
1920352
6095
SH
SOLE
6095
0
0
Visa Inc Class A
Common Stock
92826C839
512471
2273
SH
SOLE
2273
0
0
VMware Inc Class A
Common Stock
928563402
742858
5950
SH
SOLE
5950
0
0
Wal-Mart
Common Stock
931142103
1381767
9335
SH
SOLE
9335
0
0
Walt Disney
Common Stock
254687106
488951
4883
SH
SOLE
4883
0
0
Wells Fargo & Co
Common Stock
949746101
1563662
41832
SH
SOLE
41832
0
0
Westrock Co
Common Stock
96145D105
252109
8274
SH
SOLE
8274
0
0
Williams Cos Inc
Common Stock
969457100
2195129
73514
SH
SOLE
73514
0
0
Willis Towers Watson P F
Common Stock
G96629103
995202
4267
SH
SOLE
4267
0
0