Interchange Capital Partners, LLC Purchases in Q1 2025

Interchange Capital Partners, LLC

  • $346 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SMLR
Semler Scientific, Inc.

Healthcare
1.28M
New
$32.62 - $64.94 $41.9M - $83.4M
1.28M $46.5M
AAPL
Apple Inc.

Technology
40K
+ 98.89%
$209.68 - $247.1 $8.39M - $9.88M
80.4K $17.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
78.9K
+ 47.9%
$50.72 - $50.92 $4M - $4.02M
244K $12.4M
VEA
Vanguard Ftse Developed Market

ETFs
71.6K
+ 188.9%
$47.4 - $52.99 $3.39M - $3.79M
109K $5.56M
IEFA
Ishares Tr

ETFs
35.9K
+ 52.92%
$69.57 - $78.65 $2.49M - $2.82M
104K $7.84M
DFIV
Dimensional ETF Tr

ETFs
53.6K
New
$35.33 - $40.77 $1.89M - $2.19M
53.6K $2.11M
IAU
Ishares Gold Trust

ETFs
26.6K
+ 61.68%
$49.74 - $58.96 $1.32M - $1.57M
69.6K $4.11M
MSFT
Microsoft Corp

Technology
7.2K
+ 37.83%
$375.39 - $447.2 $2.7M - $3.22M
26.2K $9.85M
IVV
Ishares Core S&P 500 ETF

ETFs
3.36K
+ 30.92%
$554.06 - $615.85 $1.86M - $2.07M
14.2K $7.98M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.7K
+ 6.64%
$36.91 - $41.03 $688K - $765K
299K $11.9M
IEMG
Ishares Inc

ETFs
19.5K
+ 27.59%
N/A
90.1K $4.83M
JPM
Jpmorgan Chase & CO

Financial Services
2.57K
+ 22.59%
$225.19 - $279.95 $579K - $719K
13.9K $3.42M
OEF
Ishares S&P 100 ETF

ETFs
2.53K
New
N/A
2.53K $671K
IVE
Ishares S&P 500 Value ETF

ETFs
3.36K
+ 44.01%
$185.78 - $198.58 $624K - $667K
11K $2.1M
AMAT
Applied Materials Inc

Technology
3.97K
+ 254.98%
$145.06 - $195.51 $576K - $776K
5.53K $802K
ABBV
Abb Vie Inc.

Healthcare
51
+ 0.35%
$169.2 - $216.66 $8.63K - $11K
14.7K $3.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.61K
+ 17.7%
$168.16 - $186.21 $606K - $671K
24K $4.1M
HEFA
Ishares Currency Hedged Msci E

ETFs
12.9K
New
$34.83 - $37.52 $448K - $483K
12.9K $466K
TXN
Texas Instruments Inc

Technology
2.35K
New
N/A
2.35K $457K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.4K
New
$302.31 - $337.54 $424K - $474K
1.4K $430K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 3.72%
$442.66 - $534.52 $66K - $79.6K
4.15K $2.21M
AVB
Avalonbay Communities Inc

Real Estate
1.83K
New
$207.86 - $228.08 $381K - $418K
1.83K $393K
UBER
Uber Technologies, Inc

Technology
5.18K
New
$63.17 - $81.49 $327K - $422K
5.18K $377K
S
Sentinel One, Inc.

Technology
20.2K
New
$18.17 - $24.97 $367K - $504K
20.2K $366K
IBM
International Business Machines Corp

Technology
1.03K
+ 27.07%
$217.4 - $264.74 $223K - $272K
4.83K $1.2M
ABT
Abbott Laboratories

Healthcare
416
+ 2.8%
$111.1 - $140.22 $46.2K - $58.3K
15.3K $2.03M
DASH
Door Dash, Inc.

Communication Services
1.88K
New
$168.37 - $213.38 $316K - $401K
1.88K $343K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.16K
New
$283.06 - $421.16 $328K - $488K
1.16K $328K
XLF
Financial Sector Spdr

ETFs
6.22K
+ 68.39%
$47.32 - $52.19 $294K - $324K
15.3K $762K
RTX
Raytheon Technologies Corp

Industrials
903
+ 7.96%
$114.1 - $135.66 $103K - $123K
12.2K $1.62M
CEG
Constellation Energy Corp

Utilities
1.51K
New
$201.63 - $347.44 $305K - $526K
1.51K $305K
BK
Bank Of New York Mellon Corp

Financial Services
3.63K
New
$75.42 - $88.95 $273K - $323K
3.63K $304K
IAK
Ishares Tr

ETFs
2.18K
New
$121.85 - $137.9 $266K - $301K
2.18K $300K
V
Visa Inc.

Financial Services
160
+ 2.57%
$306.92 - $362.71 $49.1K - $58K
6.38K $2.24M
BA
Boeing CO

Industrials
1.55K
New
$148.15 - $186.25 $229K - $288K
1.55K $263K
AIG
American International Group, Inc.

Financial Services
2.84K
New
$70.5 - $86.94 $200K - $247K
2.84K $247K
MDT
Medtronic PLC

Healthcare
2.74K
New
$79.84 - $94.5 $219K - $259K
2.74K $246K
IYE
Ishares Tr

ETFs
4.95K
New
$45.23 - $49.95 $224K - $247K
4.95K $243K
XLC
Select Sector Spdr Tr Communic

ETFs
2.51K
New
$94.84 - $105.31 $238K - $264K
2.51K $241K
VZ
Verizon Communications Inc

Communication Services
5.31K
New
$37.81 - $46.49 $201K - $247K
5.31K $240K
PCOR
Procore Technologies, Inc.

Technology
3.62K
New
$65.21 - $88.33 $236K - $320K
3.62K $239K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.16K
New
$203.38 - $274.79 $235K - $318K
1.16K $237K
FIS
Fidelity National Information Services, Inc.

Technology
3.13K
New
$68.12 - $83.42 $213K - $261K
3.13K $233K
BSX
Boston Scientific Corp

Healthcare
2.3K
New
$89.38 - $106.18 $205K - $244K
2.3K $231K
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.2%
$117.15 - $158.79 $1.41K - $1.91K
5.92K $939K
URI
United Rentals, Inc.

Industrials
362
New
$594.17 - $789.56 $215K - $286K
362 $226K
DE
Deere & CO

Industrials
478
New
$408.57 - $509.27 $195K - $243K
478 $224K
CVX
Chevron Corp

Energy
622
+ 12.1%
$146.71 - $167.97 $91.3K - $104K
5.76K $964K
ROL
Rollins Inc

Consumer Cyclical
4.05K
New
$45.65 - $54.03 $185K - $219K
4.05K $218K
Activity Summary
Buys All Purchases 184 New Holdings 35 Increased Positions 149 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 24 Puts 4
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