3Chopt Investment Partners, LLC
RIA/Wealth
3Chopt Investment Partners, LLC is a RIA/Wealth based in Richmond, VA led by Scott Jordan Storey, reporting $739.1M in AUM as of Q3 2025 with VOO as the largest holding (11% allocation).
Managing PartnerScott Jordan Storey
- Portfolio Value
- $439.5M
- Positions
- 230
- Top Holding
- VOO at 11.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 3Chopt Investment Partners, LLC's portfolio (40.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $50.4M | 11.47% | -$4.9M Sold | — 82.1K shares | |
Semiconductors Technology | $27.0M | 6.14% | -$252.5K Sold | 0.00% 144.6K shares | |
ETF ETF | $24.2M | 5.52% | -$419.1K Sold | — 95.0K shares | |
Consumer Electronics Technology | $19.0M | 4.32% | -$29.8K Sold | 0.00% 74.7K shares | |
Software - Infrastructure Technology | $11.7M | 2.66% | +$114.0K Bought | 0.00% 22.6K shares | |
Internet Content & Information Communication Services | $11.2M | 2.56% | -$85.2K Sold | 0.00% 46.1K shares | |
Semiconductors Technology | $8.9M | 2.03% | -$115.8K Sold | 0.00% 27.1K shares | |
Insurance - Diversified Financial Services | $8.5M | 1.93% | +$218.7K Bought | 0.00% 16.9K shares | |
Independent Power Producers Utilities | $8.2M | 1.86% | -$353.0K Sold | 0.01% 41.8K shares | |
Internet Content & Information Communication Services | $8.2M | 1.86% | +$278.3K Bought | 0.00% 11.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 3Chopt Investment Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for 3Chopt Investment Partners, LLC
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