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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.67K
New
$81.1 - $94.7 $217K - $253K
2.67K $216K
PHM
Pultegroup Inc

Consumer Cyclical
2.08K
New
$101.09 - $118.51 $210K - $247K
2.08K $213K
HUBS
Hubspot Inc

Technology
368
New
$571.29 - $819.71 $210K - $302K
368 $210K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
397
+ 1.29%
$67.08 - $76.14 $26.6K - $30.2K
31.2K $2.3M
GE
General Electric CO

Industrials
713
+ 36.21%
$168.59 - $212.13 $120K - $151K
2.68K $536K
TJX
Tjx Companies Inc

Consumer Cyclical
1.66K
New
$112.81 - $126.16 $187K - $209K
1.66K $201K
T
At&T Inc.

Communication Services
7.1K
New
$21.56 - $28.28 $153K - $201K
7.1K $200K
NU
Nu Holdings Ltd.

Financial Services
18.7K
New
$10.12 - $13.95 $190K - $261K
18.7K $191K
MCK
Mckesson Corp

Healthcare
164
+ 22.94%
$566.21 - $672.99 $92.9K - $110K
879 $591K
YUM
Yum Brands Inc

Consumer Cyclical
7
+ 0.09%
$123.25 - $162.53 $863 - $1.14K
7.57K $1.19M
MPC
Marathon Petroleum Corp

Energy
616
+ 5.4%
$134.72 - $159.03 $83K - $98K
12K $1.75M
CRWD
Crowd Strike Holdings, Inc.

Technology
342
+ 9.57%
$308.86 - $455.36 $106K - $156K
3.91K $1.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.21K
+ 103.29%
$65.15 - $91.81 $209K - $294K
6.31K $411K
SLV
I Shares Silver Trust

ETFs
3.49K
+ 57.35%
$26.93 - $31.32 $93.9K - $109K
9.57K $296K
MO
Altria Group, Inc.

Consumer Defensive
1.54K
+ 27.05%
$50.81 - $60.02 $78.1K - $92.3K
7.22K $433K
SBUX
Starbucks Corp

Consumer Cyclical
260
+ 1.66%
$91.75 - $115.81 $23.9K - $30.1K
16K $1.57M
LLY
Eli Lilly & CO

Healthcare
79
+ 6.69%
$725.72 - $929.72 $57.3K - $73.4K
1.26K $1.04M
AMP
Ameriprise Financial Inc

Financial Services
303
+ 62.35%
$472.29 - $575.13 $143K - $174K
789 $381K
WFC
Wells Fargo & Company

Financial Services
1.53K
+ 23.5%
$66.78 - $81.42 $102K - $125K
8.05K $578K
ITA
Ishares Tr

ETFs
596
+ 22.05%
$144.84 - $159.5 $86.3K - $95.1K
3.3K $505K
ICE
Intercontinental Exchange, Inc.

Financial Services
129
+ 3.46%
$142.8 - $176.36 $18.4K - $22.8K
3.86K $665K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
52
+ 5.02%
$402.49 - $513.76 $20.9K - $26.7K
1.09K $527K
PGR
Progressive Corp

Financial Services
69
+ 3.39%
$235.61 - $291.22 $16.3K - $20.1K
2.1K $595K
MA
Mastercard Inc

Financial Services
80
+ 2.71%
$504.67 - $576.31 $40.4K - $46.1K
3.03K $1.66M
MET
Metlife Inc

Financial Services
1.34K
+ 48.94%
$77.7 - $87.0 $104K - $116K
4.07K $326K
FTNT
Fortinet, Inc.

Technology
934
+ 21.06%
$92.49 - $114.57 $86.4K - $107K
5.37K $516K
VRT
Vertiv Holdings CO

Industrials
1.1K
+ 35.84%
N/A
4.17K $361K
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 15.61%
$1739.0 - $2260.0 $47K - $61K
200 $390K
TRV
Travelers Companies, Inc.

Financial Services
118
+ 5.02%
$232.43 - $265.13 $27.4K - $31.3K
2.47K $652K
SPOT
Spotify Technology S.A.

Communication Services
47
+ 8.66%
$457.79 - $648.32 $21.5K - $30.5K
590 $324K
BKNG
Booking Holdings Inc.

Consumer Cyclical
22
+ 36.07%
$4295.4 - $5141.88 $94.5K - $113K
83 $382K
META
Meta Platforms, Inc.

Communication Services
285
+ 4.42%
$576.36 - $736.67 $164K - $210K
6.74K $3.88M
ITB
Ishares Tr

ETFs
991
+ 47.76%
$93.86 - $111.45 $93K - $110K
3.07K $291K
IGV
Ishares Expanded Tech Software

ETFs
1.06K
+ 50.82%
$88.3 - $107.83 $93.2K - $114K
3.13K $278K
VLUE
Ishares Msci Usa Value Factor

ETFs
242
+ 0.63%
$104.89 - $113.56 $25.4K - $27.5K
38.4K $4.09M
NFLX
Netflix Inc

Communication Services
19
+ 1.81%
$828.4 - $1058.6 $15.7K - $20.1K
1.07K $998K
XLV
Select Sector Spdr Fund Health

ETFs
10
+ 0.15%
$137.61 - $149.68 $1.38K - $1.5K
6.77K $988K
TDG
Trans Digm Group Inc

Industrials
20
+ 8.23%
$1251.32 - $1394.11 $25K - $27.9K
263 $363K
CB
Chubb LTD

Financial Services
69
+ 5.08%
$257.71 - $301.99 $17.8K - $20.8K
1.43K $431K
FICO
Fair Isaac Corp

Technology
86
+ 12.03%
$1695.35 - $2030.47 $146K - $175K
801 $1.48M
KLAC
Kla Corp

Technology
53
+ 14.56%
$636.62 - $777.63 $33.7K - $41.2K
417 $283K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
441
+ 13.96%
$63.07 - $73.5 $27.8K - $32.4K
3.6K $252K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 2.43%
$890.62 - $1076.86 $21.4K - $25.8K
1.01K $957K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
88
+ 0.57%
$59.28 - $66.1 $5.22K - $5.82K
15.6K $991K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
88
+ 0.26%
$53.35 - $58.68 $4.69K - $5.16K
33.8K $1.9M
SPGI
S&P Global Inc.

Financial Services
66
+ 6.19%
$478.26 - $543.77 $31.6K - $35.9K
1.13K $575K
DUK
Duke Energy Corp

Utilities
28
+ 1.02%
$105.87 - $121.97 $2.96K - $3.42K
2.77K $337K
GILD
Gilead Sciences, Inc.

Healthcare
30
+ 1.61%
$89.14 - $117.41 $2.67K - $3.52K
1.89K $211K
ISRG
Intuitive Surgical Inc

Healthcare
130
+ 13.71%
$476.63 - $610.45 $62K - $79.4K
1.08K $533K
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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