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 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