Filling information for 3Chopt Investment Partners, LLC as Treemap, investor disclosed 141 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
002824100 | 002824100 | Abbott Laboratories | Common Stock | 439266 | 4338 | |
00287Y109 | 00287Y109 | Abbvie Inc | Common Stock | 1247389 | 7827 | |
G1151C101 | G1151C101 | Accenture PLC F Class A | Common Stock | 621923 | 2176 | |
009158106 | 009158106 | Air Prod & Chemicals | Common Stock | 384028 | 1329 | |
020002101 | 020002101 | Allstate Corp | Common Stock | 235753 | 2109 | |
02079K107 | 02079K107 | Alphabet Inc. Class C | Common Stock | 3507920 | 33730 | |
02209S103 | 02209S103 | Altria Group Inc | Common Stock | 1260235 | 27661 | |
023135106 | 023135106 | Amazon.com Inc | Common Stock | 264836 | 2564 | |
25243Q205 | 25243Q205 | Diageo PLC | Common Stock | 528751 | 2895 | |
025816109 | 025816109 | American Express Co | Common Stock | 730234 | 4427 | |
026874784 | 026874784 | American International Group | Common Stock | 494434 | 9818 | |
03076C106 | 03076C106 | Ameriprise Financial | Common Stock | 262364 | 856 | |
032654105 | 032654105 | Analog Devices Inc | Common Stock | 299972 | 1521 | |
037833100 | 037833100 | Apple Inc | Common Stock | 7273734 | 44110 | |
038222105 | 038222105 | Applied Materials | Common Stock | 625953 | 5096 | |
G0450A105 | G0450A105 | Arch Cap Group LTD F | Common Stock | 3805403 | 56069 | |
046353108 | 046353108 | Astrazeneca ADR | Common Stock | 303669 | 4375 | |
052769106 | 052769106 | Autodesk Inc | Common Stock | 213572 | 1026 | |
053332102 | 053332102 | Autozone Inc | Common Stock | 732529 | 298 | |
05722G100 | 05722G100 | Baker Hughes Co. Class A | Common Stock | 1293860 | 44832 | |
060505104 | 060505104 | Bank Of America Corp | Common Stock | 1699060 | 59408 | |
084670702 | 084670702 | Berkshire Hathaway Class B | Common Stock | 5124038 | 16595 | |
084990175 | 084990175 | Berkshire Hathaway Inc. Class A | Common Stock | 1862400 | 400 | |
09247X101 | 09247X101 | BlackRock Inc | Common Stock | 289060 | 432 | |
110122108 | 110122108 | Bristol-Myers Squibb | Common Stock | 820144 | 11833 | |
11135F101 | 11135F101 | Broadcom Inc | Common Stock | 1515959 | 2363 | |
12008R107 | 12008R107 | Builders Firstsource | Common Stock | 493084 | 5554 | |
12504L109 | 12504L109 | CBRE Group Inc Class A | Common Stock | 688855 | 9461 | |
125523100 | 125523100 | CIGNA Corp | Common Stock | 2536203 | 9925 | |
126650100 | 126650100 | CVS Health Corp | Common Stock | 2725721 | 36680 | |
808513105 | 808513105 | Charles Schwab Corp | Common Stock | 1852851 | 35373 | |
M22465104 | M22465104 | Check PT Software F | Common Stock | 1503060 | 11562 | |
166764100 | 166764100 | Chevron Corp. | Common Stock | 1446250 | 8864 | |
H1467J104 | H1467J104 | Chubb LTD F | Common Stock | 222116 | 1139 | |
17275R102 | 17275R102 | Cisco Systems | Common Stock | 3435397 | 65718 | |
191216100 | 191216100 | Coca-Cola | Common Stock | 932601 | 14924 | |
194162103 | 194162103 | Colgate-Palmolive Co | Common Stock | 272419 | 3625 | |
20030N101 | 20030N101 | Comcast Corp Class A | Common Stock | 2260453 | 59627 | |
22822V101 | 22822V101 | Crown Castle Intl Co REIT | Common Stock | 486910 | 3638 | |
235851102 | 235851102 | Danaher Corp | Common Stock | 407481 | 1615 | |
244199105 | 244199105 | Deere & Co | Common Stock | 320951 | 775 | |
24703L202 | 24703L202 | Dell Technologies Inc Class C | Common Stock | 236073 | 5871 | |
254709108 | 254709108 | Discover Financial Services | Common Stock | 306206 | 3098 | |
256746108 | 256746108 | Dollar Tree Inc | Common Stock | 1321378 | 9205 | |
25746U109 | 25746U109 | Dominion Energy Inc | Common Stock | 3153485 | 56403 | |
26210C104 | 26210C104 | Dropbox Inc Class A | Common Stock | 493109 | 22808 | |
26441C204 | 26441C204 | Duke Energy Corp | Common Stock | 419259 | 4346 | |
26875P101 | 26875P101 | EOG Resources Inc. | Common Stock | 268349 | 2341 | |
26884L109 | 26884L109 | EQT Corp | Common Stock | 318302 | 9975 | |
532457108 | 532457108 | Eli Lilly & Co. | Common Stock | 806350 | 2348 | |
29444U700 | 29444U700 | Equinix Inc REIT | Common Stock | 546548 | 758 | |
302130109 | 302130109 | Expeditors International of Washington | Common Stock | 969937 | 8808 | |
30231G102 | 30231G102 | ExxonMobil | Common Stock | 2348263 | 21414 | |
311900104 | 311900104 | Fastenal Co | Common Stock | 218619 | 4053 | |
31620M106 | 31620M106 | Fidelity Natl Info | Common Stock | 408833 | 7525 | |
369604301 | 369604301 | General Electric Co | Common Stock | 223236 | 2333 | |
437076102 | 437076102 | Home Depot | Common Stock | 475143 | 1610 | |
438516106 | 438516106 | Honeywell Intl Inc | Common Stock | 443781 | 2322 | |
46625H100 | 46625H100 | JPMorgan Chase | Common Stock | 2153633 | 16527 | |
478160104 | 478160104 | Johnson & Johnson | Common Stock | 2108299 | 13602 | |
49456B101 | 49456B101 | Kinder Morgan Inc | Common Stock | 288267 | 16463 | |
502431109 | 502431109 | L3Harris Technologies Inc. | Common Stock | 370109 | 1886 | |
501889208 | 501889208 | LKQ Corp | Common Stock | 442387 | 7794 | |
50540R409 | 50540R409 | Lab Corp Of America | Common Stock | 1861055 | 8112 | |
512807108 | 512807108 | Lam Research Corp | Common Stock | 478661 | 900 | |
539830109 | 539830109 | Lockheed Martin Corp | Common Stock | 2508578 | 5307 | |
548661107 | 548661107 | Lowes Companies Inc | Common Stock | 468930 | 2345 | |
565849106 | 565849106 | Marathon Oil Corp | Common Stock | 495708 | 20689 | |
56585A102 | 56585A102 | Marathon Pete Corp | Common Stock | 917318 | 6804 | |
57636Q104 | 57636Q104 | Mastercard Inc Class A | Common Stock | 835843 | 2300 | |
580135101 | 580135101 | McDonald's | Common Stock | 569006 | 2035 | |
58155Q103 | 58155Q103 | McKesson Corp | Common Stock | 3367354 | 9443 | |
58933Y105 | 58933Y105 | Merck & Co. Inc. | Common Stock | 3672025 | 34280 | |
30303M102 | 30303M102 | Meta Platforms Inc Class A | Common Stock | 1306610 | 6165 | |
595112103 | 595112103 | Micron Technology | Common Stock | 261876 | 4340 | |
594918104 | 594918104 | Microsoft | Common Stock | 2507135 | 8696 | |
609207105 | 609207105 | Mondelez Intl Class A | Common Stock | 468161 | 6678 | |
62944T105 | 62944T105 | NVR Inc. | Common Stock | 880406 | 158 | |
641069406 | 641069406 | Nestle S A F Sponsored ADR | Common Stock | 468030 | 3805 | |
65339F101 | 65339F101 | Nextera Energy Inc | Common Stock | 271167 | 3518 | |
654445303 | 654445303 | Nintendo LTD F Sponsored ADR | Common Stock | 424412 | 43799 | |
65473P105 | 65473P105 | Nisource Inc 00500 | Common Stock | 221974 | 7939 | |
655844108 | 655844108 | Norfolk Southern Co | Common Stock | 1076114 | 5076 | |
666807102 | 666807102 | Northrop Grumman Corp | Common Stock | 611779 | 1325 | |
670346105 | 670346105 | Nucor Corp | Common Stock | 572186 | 3692 | |
67066G104 | 67066G104 | Nvidia Corp | Common Stock | 3762950 | 13547 | |
67103H107 | 67103H107 | O'Reilly Automotive | Common Stock | 1142727 | 1346 | |
68389X105 | 68389X105 | Oracle Corp | Common Stock | 825966 | 8889 | |
693475105 | 693475105 | PNC Financial Services | Common Stock | 2564243 | 20175 | |
704326107 | 704326107 | Paychex Inc | Common Stock | 567106 | 4949 | |
713448108 | 713448108 | Pepsico Inc | Common Stock | 1742241 | 9557 | |
717081103 | 717081103 | Pfizer | Common Stock | 2290312 | 56135 | |
718172109 | 718172109 | Philip Morris Intl | Common Stock | 1596462 | 16174 | |
737446104 | 737446104 | Post Holdings Inc | Common Stock | 1464342 | 16294 | |
742718109 | 742718109 | Procter & Gamble | Common Stock | 2651737 | 17834 | |
743315103 | 743315103 | Progressive Co. | Common Stock | 2446905 | 17014 | |
747525103 | 747525103 | Qualcomm Inc | Common Stock | 569390 | 4463 | |
74955L103 | 74955L103 | RGC Resources Inc | Common Stock | 781086 | 33682 | |
75513E101 | 75513E101 | Raytheon Technologies Co | Common Stock | 1551023 | 15838 | |
75886F107 | 75886F107 | Regeneron Pharms Inc | Common Stock | 1027088 | 1250 | |
78409V104 | 78409V104 | S&P Global Inc | Common Stock | 225135 | 653 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF | ETF | 862882 | 2100 | |
78464A474 | 78464A474 | SPDR Short Term Corporate Bond ETF | ETF | 277041 | 9350 | |
842587107 | 842587107 | Southern Co | Common Stock | 205331 | 2951 | |
85207H104 | 85207H104 | Sprott Physical Gold Trust | Common Stock | 220954 | 14292 | |
855244109 | 855244109 | Starbucks Corp | Common Stock | 475770 | 4569 | |
858119100 | 858119100 | Steel Dynamics Inc | Common Stock | 1276688 | 11251 | |
872540109 | 872540109 | TJX Companies Inc | Common Stock | 373464 | 4766 | |
87612E106 | 87612E106 | Target Corp | Common Stock | 2184361 | 13188 | |
882508104 | 882508104 | Texas Instruments | Common Stock | 734181 | 3947 | |
883203101 | 883203101 | Textron Inc | Common Stock | 396064 | 5606 | |
883556102 | 883556102 | Thermo Fisher Scientific | Common Stock | 219154 | 380 | |
89832Q109 | 89832Q109 | Truist Finl Corp | Common Stock | 435048 | 12758 | |
90384S303 | 90384S303 | Ulta Beauty Inc. | Common Stock | 565314 | 1036 | |
907818108 | 907818108 | Union Pacific Corp | Common Stock | 394470 | 1960 | |
911312106 | 911312106 | United Parcel Service Class B | Common Stock | 407573 | 2101 | |
91324P102 | 91324P102 | UnitedHealth Group | Common Stock | 372874 | 789 | |
928563402 | 928563402 | VMware Inc Class A | Common Stock | 742858 | 5950 | |
921908844 | 921908844 | Vanguard Dividend Appreciation ETF | ETF | 204987 | 1331 | |
922042775 | 922042775 | Vanguard FTSE All World Ex US ETF | ETF | 957648 | 17910 | |
921943858 | 921943858 | Vanguard FTSE Developed Markets ETF | ETF | 1863127 | 41247 | |
922907746 | 922907746 | Vanguard Muni Bond Tax Exempt ETF | ETF | 3920071 | 77380 | |
922908363 | 922908363 | Vanguard S&P 500 ETF | ETF | 14542627 | 38670 | |
922908751 | 922908751 | Vanguard Small Cap ETF | ETF | 10703419 | 56465 | |
922908611 | 922908611 | Vanguard Small Cap Value ETF | ETF | 3185043 | 20062 | |
921937835 | 921937835 | Vanguard Total Bond Market ETF | ETF | 1057098 | 14318 | |
92343V104 | 92343V104 | Verizon | Common Stock | 2136511 | 54937 | |
92532F100 | 92532F100 | Vertex Pharmaceutical | Common Stock | 1920352 | 6095 | |
92826C839 | 92826C839 | Visa Inc Class A | Common Stock | 512471 | 2273 | |
931142103 | 931142103 | Wal-Mart | Common Stock | 1381767 | 9335 | |
254687106 | 254687106 | Walt Disney | Common Stock | 488951 | 4883 | |
949746101 | 949746101 | Wells Fargo & Co | Common Stock | 1563662 | 41832 | |
96145D105 | 96145D105 | Westrock Co | Common Stock | 252109 | 8274 | |
969457100 | 969457100 | Williams Cos Inc | Common Stock | 2195129 | 73514 | |
G96629103 | G96629103 | Willis Towers Watson P F | Common Stock | 995202 | 4267 | |
278642103 | 278642103 | eBay Inc | Common Stock | 314583 | 7090 | |
46432F842 | 46432F842 | iShares Core MSCI EAFE ETF | ETF | 299421 | 4479 | |
464288521 | 464288521 | iShares Core US REIT ETF | ETF | 2228990 | 44226 | |
464287655 | 464287655 | iShares Russell 2000 ETF | ETF | 2338467 | 13108 | |
464287630 | 464287630 | iShares Russell 2000 Value ETF | ETF | 247321 | 1805 | |
464287879 | 464287879 | iShares S&P Small Cap 600 ETF | ETF | 971090 | 10376 |