3IP
3Chopt Investment Partners LLC Portfolio
Invests via 3Chopt Investment Partners, LLC | Managed by S. Preston Dillard, Scott J. Storey
Invests via 3Chopt Investment Partners, LLC
Managed by S. Preston Dillard, Scott J. Storey
Automatically Tracked
Company Profile
Mid-Atlantic middle-market real assets investment manager focused on operating businesses and real estate services, primarily deploying growth and buyout capital across health care services, infrastructure services and consumer-facing niches. 3Chopt Investment Partners, LLC targets control and significant minority stakes in profitable, founder-led companies, emphasizing operational improvement, add-on consolidation and long-term cash-flow generation. The firm combines sector-specialist operating partners with private equity buyout discipline and seeks steady yield and capital appreciation for institutional and family-office investors.
Mid-Atlantic middle-market real assets investment manager focused on operating businesses and real estate services, primarily deploying growth and buyout capital across health care services, infrastructure services and consumer-facing niches. 3Chopt Investment Partners, LLC targets control and significant minority stakes in profitable, founder-led companies, emphasizing operational improvement, add-on consolidation and long-term cash-flow generation. The firm combines sector-specialist operating partners with private equity buyout discipline and seeks steady yield and capital appreciation for institutional and family-office investors.
Investment Philosophy & Strategy
Focuses on middle‑market real assets and service businesses, deploying buyout and growth capital to drive durable cash flow and steady yield. Seeks control or meaningful minority positions in profitable, founder‑led companies across healthcare services, infrastructure services and consumer niches, applying operationally intensive value creation through add‑on consolidation, margin expansion and disciplined capex. Combines sector specialists and operating partners with private equity underwriting to prioritize predictable free cash flow, downside protection and multi‑year hold periods, targeting institutional and family‑office investors who value income plus long‑term capital appreciation.
Focuses on middle‑market real assets and service businesses, deploying buyout and growth capital to drive durable cash flow and steady yield. Seeks control or meaningful minority positions in profitable, founder‑led companies across healthcare services, infrastructure services and consumer niches, applying operationally intensive value creation through add‑on consolidation, margin expansion and disciplined capex. Combines sector specialists and operating partners with private equity underwriting to prioritize predictable free cash flow, downside protection and multi‑year hold periods, targeting institutional and family‑office investors who value income plus long‑term capital appreciation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
120.86%
Gain -1.01%
Monthly
2.02%
Yearly
27.19%
Drawdown
23.25%
$538.43M
Equity
Holdings
$538.43M
Investment
$352.69M
$221.02M
Profit -$3.39M
Realized
$35.28M
Unrealized
$185.74M
Dividends
$17.16M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.01%
Profit
-$3.39M
Win %
78%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$5.36M
Win %
78%
This Month
Compared to last month
Gain
-0.63%
Profit
-$3.39M
Win %
78%
This Year
Compared to last year
Gain
1.14%
Profit
$6.11M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$928,698.94 
ETN Eaton Corporation plc
+7.32%
+$24,120.12 
GOOG Alphabet Inc
+6.88%
+$1.14M 
GOOGL Alphabet Inc
+6.73%
+$285,301.59 
VRT Vertiv Holdings Co
+6.18%
+$9,258.07 
COHR Coherent Corp.
+5.55%
+$17,536.46 
ANET Arista Networks, Inc.
+5.46%
+$19,023.88 
FTNT Fortinet Inc.
+4.99%
+$10,587.5 
ZM Zoom Video Communications, Inc.
+4.06%
+$24,592.5 
FERG Ferguson Enterprises Inc
+3.52%
+$7,085.33 
TWLO Twilio Inc.
+3.36%
+$6,602.31 
TT Trane Technologies plc
+3.33%
+$13,921.84 
META Meta Platforms Inc Class A
+3.28%
+$225,472.93 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,716 
MSFT Microsoft Corp.
+3.02%
+$432,884.14 
NVDA NVIDIA Corporation
+2.93%
+$919,870.71 
GNRC Generac Holdings Inc.
+2.71%
+$5,246.8 
CVX Chevron Corporation
+2.35%
+$53,218.48 
MRVL Marvell Technology, Inc.
+2.32%
+$9,572.22 
ORLY O'Reilly Automotive Inc.
+2.28%
+$22,797.44 
FAST Fastenal Co.
+2.25%
+$9,636.9 
GLW Corning Incorporated
+2.24%
+$23,397.66 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$5,509.1 
WDC Western Digital Corporation
+2.21%
+$14,514.06 
EOG EOG Resources, Inc.
+2.19%
+$25,786.7 
CDNS Cadence Design Systems, Inc.
+2.16%
+$7,891.18 
CSCO Cisco Systems, Inc.
+2.14%
+$134,765.37 
HII Huntington Ingalls Industries Inc.
+2.05%
+$6,510.72 
GWW W.W. Grainger, Inc.
+1.97%
+$19,806.92 
JCI Johnson Controls International plc
+1.93%
+$4,342.36 
LHX L3Harris Technologies, Inc.
+1.9%
+$8,637.85 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,578 
CRM Salesforce Inc
+1.83%
+$10,780.65 
ORCL Oracle Corporation
+1.81%
+$22,568.7 
HWM Howmet Aerospace Inc.
+1.8%
+$4,437.19 
HCA HCA Healthcare Inc.
+1.72%
+$7,473.19 
CINF Cincinnati Financial Corporation
+1.69%
+$5,572.53 
KMI Kinder Morgan, Inc.
+1.64%
+$5,506.8 
ACN Accenture plc Class A
+1.61%
+$5,362.59 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$1,044.14 
VZ Verizon Communications Inc.
+1.52%
+$6,505.8 
LMT Lockheed Martin Corporation
+1.5%
+$15,870.57 
NOC Northrop Grumman Corporation
+1.43%
+$17,022.53 
PH Parker-Hannifin Corporation
+1.43%
+$4,781.54 
GE General Electric Company
+1.42%
+$18,726.68 
DBX Dropbox Inc.
+1.4%
+$17,333.55 
KLAC KLA Corporation
+1.38%
+$45,101.55 
WFC Wells Fargo & Company
+1.19%
+$51,766.02 
HONA Honeywell Aerospace Inc.
+1.18%
+$6,132.28 
AMAT Applied Materials, Inc.
+1.18%
+$37,217.33 
ITW Illinois Tool Works Inc.
+1.15%
+$2,522 
EQT EQT Corporation
+1.1%
+$5,845.24 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$1,536.57 
ADBE Adobe Inc.
+1.01%
+$6,990.38 
XLE Energy Select Sector SPDR Fund
+1%
+$23.6 
BKR Baker Hughes Company
+0.98%
+$24,577.63 
ADP Automatic Data Processing Inc.
+0.98%
+$3,405.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,368.32 
TTE TotalEnergies SE
+0.95%
+$2,658.49 
UNP Union Pacific Corporation
+0.92%
+$3,476.35 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$5.17 
WMB The Williams Companies, Inc.
+0.89%
+$42,251.58 
SCHW Charles Schwab Corporation
+0.87%
+$22,696.31 
MGC Vanguard Mega Cap ETF
+0.87%
+$15,870.92 
JAVA JPMorgan Active Value ETF
+0.87%
+$14,314.3 
IBM International Business Machines Corporation
+0.86%
+$5,573.32 
GEV GE Vernova Inc.
+0.85%
+$7,445.76 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$13,594.6 
SU Suncor Energy Inc.
+0.82%
+$4,722.85 
JGLO JPMorgan Global Select Equity ETF
+0.82%
+$2,801.32 
MCD McDonald's Corporation
+0.82%
+$13,950.26 
EMR Emerson Electric Co.
+0.79%
+$3,156.53 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$714.99 
TSLA Tesla, Inc.
+0.76%
+$22,754.93 
MPC Marathon Petroleum Corporation
+0.76%
+$26,641.47 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$801 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
+0.73%
+$3,301.13 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,933.42 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$45,595.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,294.16 
VOO Vanguard S&P 500 ETF
+0.71%
+$457,723.43 
CAT Caterpillar Inc.
+0.7%
+$12,536.35 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,336.55 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,792 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$11.57 
PLTR Palantir Technologies Inc.
+0.65%
+$2,687.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,091.24 
EXPE Expedia Group, Inc.
+0.62%
+$9,077.15 
JGRO JPMorgan Active Growth ETF
+0.61%
+$7,179.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$960.01 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$5,801.5 
JADE JPMorgan Active Developing Markets Equity ETF
+0.58%
+$48.18 
MO Altria Group, Inc.
+0.57%
+$27,943.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$120.12 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.56%
+$3,834.98 
APH Amphenol Corporation
+0.55%
+$1,943.02 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.54%
+$12,243.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$353.08 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$9,260.3 
STX Seagate Technology Holdings plc
+0.52%
+$1,530.8 
JDIV JPMorgan Dividend Leaders ETF
+0.47%
+$37.26 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,858.22 
NSC Norfolk Southern Corporation
+0.46%
+$16,540.26 
IYW iShares U.S. Technology ETF
+0.46%
+$1,954.77 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,590.63 
PAYX Paychex Inc.
+0.44%
+$2,411.28 
EBAY eBay Inc.
+0.43%
+$3,647.57 
PFE Pfizer Inc.
+0.4%
+$942 
RTX RTX Corporation
+0.39%
+$12,205.2 
AVGO Broadcom Inc.
+0.37%
+$39,942.72 
PG Procter & Gamble Co
+0.37%
+$9,061.41 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$32,648.58 
BAC Bank of America Corporation
+0.36%
+$10,286.54 
SNA Snap-on Inc.
+0.33%
+$930.25 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$300.96 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$12,495.34 
GD General Dynamics Corporation
+0.32%
+$1,716.54 
MRK Merck & Co., Inc.
+0.32%
+$9,921.42 
LOHA Roundhill HALO ETF
+0.27%
+$700 
JPM JPMorgan Chase & Co.
+0.27%
+$15,769.44 
VT Vanguard Total World Stock ETF
+0.26%
+$573.18 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,923.73 
SO The Southern Company
+0.21%
+$1,456.8 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$4,829.97 
JNJ Johnson & Johnson
+0.21%
+$11,541.28 
ADI Analog Devices, Inc.
+0.2%
+$2,111.19 
CMI Cummins Inc.
+0.19%
+$1,427.44 
MS Morgan Stanley
+0.17%
+$1,667.89 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$514.5 
VICI Vici Properties Inc.
+0.15%
+$989.72 
CB Chubb Limited
+0.15%
+$909.48 
DELL Dell Technologies Inc.
+0.14%
+$2,157.12 
MMM 3M Company
+0.12%
+$379.88 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$288 
ISRG Intuitive Surgical, Inc.
+0.1%
+$202.31 
C Citigroup Inc.
+0.1%
+$2,062.03 
WM Waste Management, Inc.
+0.1%
+$295.68 
WMT Walmart Inc.
+0.09%
+$3,628.37 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$1,205.5 
ABT Abbott Laboratories
+0.09%
+$504.18 
IYG iShares U.S. Financial Services ETF
+0.06%
+$34.8 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$173.6 
AEP American Electric Power Company, Inc.
+0.06%
+$176.12 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$103.42 
DIS The Walt Disney Company
+0.03%
+$221.7 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 JFLI
JFLI
0%
$0 
CTVA Corteva Inc.
-11.9%
-$65,523.32 
AAPL Apple Inc.
-7.35%
-$1.87M 
NXPI NXP Semiconductors N.V.
-6.53%
-$27,376 
LIN Linde plc
-5.95%
-$26,386.73 
MU Micron Technology, Inc.
-5.9%
-$316,233.39 
SNDK SanDisk Corporation
-5.09%
-$17,064.06 
EVC Entravision Communications Corporation
-3.44%
-$6,222 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$11,454.3 
CI The Cigna Group
-2.99%
-$60,278.69 
INCY Incyte Corporation
-2.82%
-$14,084.73 
EQIX Equinix, Inc.
-2.7%
-$23,249.75 
QCOM QUALCOMM Incorporated
-2.63%
-$48,438.72 
ABBV AbbVie Inc.
-2.51%
-$91,815.77 
NVR NVR, Inc.
-2.25%
-$27,476.29 
BA Boeing Company
-2.15%
-$4,460.11 
TXT Textron Inc.
-2.1%
-$7,415.14 
LH Labcorp Holdings Inc.
-2.01%
-$24,098.27 
NFLX Netflix, Inc.
-2%
-$18,109.84 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,921.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$27,387.42 
JLL Jones Lang LaSalle Inc.
-1.85%
-$11,921.58 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$3,635.05 
SYF Synchrony Financial
-1.79%
-$13,702.02 
CBRE CBRE Group Inc.
-1.77%
-$23,388.99 
APD Air Products and Chemicals, Inc.
-1.77%
-$11,735.1 
UNH UnitedHealth Group Incorporated
-1.68%
-$23,924.91 
LRCX Lam Research Corporation
-1.58%
-$81,305.49 
RL Ralph Lauren Corporation
-1.44%
-$12,994.81 
PLUG Plug Power Inc.
-1.44%
-$1,743.3 
NI NiSource Inc.
-1.42%
-$5,331.84 
MDLZ Mondelez International, Inc.
-1.22%
-$9,841.4 
JPIN JPMorgan Diversified Return International Equity ETF
-1.21%
-$3,059 
TJX The TJX Companies, Inc.
-1.21%
-$9,886.03 
SHW The Sherwin-Williams Company
-1.16%
-$2,601.47 
NEE NextEra Energy, Inc.
-1.15%
-$15,251 
DE Deere & Company
-1.13%
-$11,009.18 
RCL Royal Caribbean Group
-1.13%
-$2,355.09 
UVV Universal Corporation
-1.09%
-$3,941.68 
TXN Texas Instruments Inc
-1.08%
-$12,412.28 
LOW Lowe's Companies Inc.
-1.08%
-$8,412.63 
PLD Prologis Inc.
-1.08%
-$2,497.98 
MCK McKesson Corporation
-1.08%
-$71,838.64 
CTAS Cintas Corporation
-1.04%
-$21,820.22 
CRH CRH plc
-1.03%
-$4,741.1 
INTC Intel Corporation
-1.02%
-$7,524.63 
KO The Coca-Cola Company
-1.02%
-$19,586.7 
FOXA Fox Corporation
-1%
-$10,653.63 
XOM Exxon Mobil Corporation
-0.97%
-$34,816.68 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$16,201.2 
PGR Progressive Corporation
-0.87%
-$25,028.16 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$17,432.8 
GSID Goldman Sachs MarketBeta International Fund
-0.86%
-$307.56 
GILD Gilead Sciences Inc.
-0.81%
-$24,150.74 
D Dominion Energy, Inc.
-0.8%
-$15,110.48 
KMB Kimberly-Clark Corporation
-0.8%
-$5,108.4 
CVS CVS Health Corporation
-0.75%
-$2,095.08 
SPGI S&P Global Inc.
-0.74%
-$2,498.99 
MA Mastercard Incorporated
-0.74%
-$26,316.02 
BLK BlackRock, Inc.
-0.73%
-$6,455.81 
MAR Marriott International Inc. - Class A
-0.71%
-$1,531.71 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.68%
-$9,286.92 
MLI Mueller Industries Inc.
-0.67%
-$3,079.8 
DUK Duke Energy Corporation
-0.67%
-$5,809.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,090.19 
AMGN Amgen Inc.
-0.64%
-$4,039.94 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$18,737.46 
GS The Goldman Sachs Group, Inc.
-0.63%
-$7,400.15 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$9,551.13 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,269.44 
PM Philip Morris International Inc.
-0.61%
-$46,471.55 
ECL Ecolab Inc.
-0.61%
-$1,614.24 
DHR Danaher Corporation
-0.61%
-$4,933.74 
ACGL Arch Capital Group Ltd
-0.6%
-$15,010.88 
SBUX Starbucks Corporation
-0.57%
-$3,462.6 
WAB Wabtec Corporation
-0.55%
-$1,590.4 
COF Capital One Financial Corporation
-0.54%
-$11,691.04 
LLY Eli Lilly and Company
-0.53%
-$24,605.82 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$2,202.13 
WELL Welltower Inc.
-0.51%
-$1,693.37 
ALL Allstate Corporation
-0.49%
-$2,145.02 
IWM iShares Russell 2000 ETF
-0.47%
-$16,528.37 
SPG Simon Property Group, Inc.
-0.46%
-$991.89 
CF CF Industries Holdings, Inc.
-0.46%
-$5,446.2 
JIVE JPMorgan International Value ETF
-0.46%
-$1,514.92 
PEP PepsiCo, Inc.
-0.46%
-$8,947.2 
TRV The Travelers Companies, Inc.
-0.43%
-$1,918.51 
TEL TE Connectivity plc
-0.43%
-$1,446.25 
QSR Restaurant Brands International Inc.
-0.43%
-$1,136.01 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,499.67 
HD The Home Depot, Inc.
-0.42%
-$6,503.9 
AIG American International Group Inc.
-0.39%
-$911.4 
AXP American Express Company
-0.38%
-$7,558.98 
FDX FedEx Corporation
-0.37%
-$1,403 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,422.93 
RSG Republic Services, Inc.
-0.37%
-$1,775.28 
ABNB Airbnb, Inc.
-0.37%
-$899.92 
TMUS T-Mobile US, Inc.
-0.36%
-$832.22 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$23.65 
CL Colgate-Palmolive Company
-0.33%
-$788.1 
TFC Truist Financial Corporation
-0.33%
-$2,632.08 
VST Vistra Corp
-0.29%
-$15,717.79 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$310 
JIG JPMorgan International Growth ETF
-0.27%
-$498.74 
VTV Vanguard Value ETF
-0.27%
-$217.71 
IWN iShares Russell 2000 Value ETF
-0.25%
-$266.74 
COST Costco Wholesale Corporation
-0.24%
-$3,736.87 
VB Vanguard Small-Cap ETF
-0.22%
-$73,181.88 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$461.97 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$13,124.09 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$274.35 
MEDP Medpace Holdings Inc.
-0.21%
-$808.01 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$7,821.12 
BKNG Booking Holdings Inc.
-0.18%
-$7,010.87 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,405.65 
ELV Elevance Health, Inc.
-0.15%
-$446.87 
IXUS iShares Core International Stock ETF
-0.15%
-$19.04 
TPR Tapestry Inc.
-0.14%
-$1,255.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$207.6 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$248.82 
ROKU Roku, Inc.
-0.06%
-$280.73 
VO Vanguard Mid-Cap ETF
-0.05%
-$698.88 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$150.12 
V Visa Inc. Class A
-0.04%
-$847.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$223.94 
TGT Target Corporation
-0.01%
-$92.97 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2414 | Longs Won 1697/2414 70% | Profit Factor 11.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $603,880.86 |
| Average Win $142,091.77 | Best Trade (Aug 28) $22.12M | Sharpe Ratio -9.93 |
| Average Loss -$28,046.42 | Worst Trade (Jun 30) -$678,500.67 | Z-Score 16.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 2d | Expectancy $91,557.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 76,117 | $14.06M | $23.51M | - | $9.46M | 67.26% | -7.354% |
| ABBV AbbVie Inc. | 14,191 | $2.4M | $3.56M | - | $1.16M | 48.4% | -2.513% |
| ABNB Airbnb, Inc. | 1,607 | $229,962 | $243,492.64 | - | $13,530.64 | 5.88% | -0.368% |
| ABT Abbott Laboratories | 5,602 | $738,893.58 | $592,131.4 | - | -$146,762.18 | -19.86% | +0.085% |
| ACGL Arch Capital Group Ltd | 24,608 | $2.39M | $2.47M | - | $85,390.24 | 3.58% | -0.603% |
| ACN Accenture plc Class A | 2,039 | $474,404.56 | $338,310.88 | - | -$136,093.68 | -28.69% | +1.611% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 38,369 | $1.85M | $2.27M | - | $423,843.44 | 22.91% | +0.541% |
| ADBE Adobe Inc. | 2,785 | $897,450.98 | $697,391.85 | - | -$200,059.13 | -22.29% | +1.013% |
| ADI Analog Devices, Inc. | 2,853 | $706,387.94 | $1.05M | - | $341,832.79 | 48.39% | +0.202% |
| ADP Automatic Data Processing Inc. | 1,315 | $296,436 | $350,394.89 | - | $53,958.89 | 18.2% | +0.982% |
| AEP American Electric Power Company, Inc. | 2,516 | $275,122.93 | $321,670.6 | - | $46,547.67 | 16.92% | +0.055% |
| AIG American International Group Inc. | 2,940 | $255,572.74 | $231,025.2 | - | -$24,547.54 | -9.6% | -0.393% |
| ALL Allstate Corporation | 1,650 | $344,027.68 | $435,731.98 | - | $91,704.3 | 26.66% | -0.49% |
| AMAT Applied Materials, Inc. | 6,308 | $1.13M | $3.2M | - | $2.08M | 184.32% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,964 | $934,256.89 | $1.41M | - | $477,051.68 | 51.06% | -1.904% |
| AMGN Amgen Inc. | 1,629 | $521,349.42 | $627,425.64 | - | $106,076.22 | 20.35% | -0.64% |
| AMP Ameriprise Financial, Inc. | 1,394 | $668,067.9 | $760,901 | - | $92,833.1 | 13.9% | +0.253% |
| AMX América Móvil, S.A.B. de C.V. | 9,600 | $244,608 | $243,360 | - | -$1,248 | -0.51% | +0.118% |
| AMZN Amazon.com Inc | 25,740 | $4.83M | $6.99M | - | $2.16M | 44.65% | +15.321% |
| ANET Arista Networks, Inc. | 2,039 | $265,138.27 | $367,733.67 | - | $102,595.4 | 38.7% | +5.456% |
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FAQ
Which stocks have generated the highest profits for 3Chopt Investment Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $4.41M, NVIDIA Corporation - $3.04M, Wells Fargo & Company - $2.69M, Vistra Corp - $2.25M, and Meta Platforms Inc Class A - $2.09M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Pfizer Inc - $1.02M, CVS Health Corporation - $855,108.51, Applied Energetics Inc - $583,938.3, Adobe Inc - $264,384.43, and Dominion Energy, Inc - $235,990.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does 3Chopt Investment Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.16M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.88M, Vanguard Small-Cap ETF - $1.03M, Altria Group, Inc - $847,919.76, Philip Morris International Inc - $593,265.31, and The Williams Companies, Inc - $459,859.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are 3Chopt Investment Partners LLC's monthly returns?
3Chopt Investment Partners LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can 3Chopt Investment Partners LLC's strategy be considered aggressive or moderate?
3Chopt Investment Partners LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow 3Chopt Investment Partners LLC's strategy?
3Chopt Investment Partners LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
