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
LMT
Lockheed Martin Corp

Industrials
136
+ 21.83%
$423.19 - $506.29 $57.6K - $68.9K
759 $339K
SOXX
Ishares Semiconductor ETF

ETFs
461
+ 24.89%
$188.17 - $235.81 $86.7K - $109K
2.31K $435K
WMB
Williams Companies, Inc.

Energy
93
+ 1.68%
$54.02 - $61.09 $5.02K - $5.68K
5.64K $336K
CDNS
Cadence Design Systems Inc

Technology
432
+ 26.23%
$233.96 - $324.52 $101K - $140K
2.08K $528K
CAT
Caterpillar Inc

Industrials
217
+ 19.09%
$326.75 - $407.63 $70.9K - $88.5K
1.35K $446K
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 2.16%
$279.74 - $321.29 $6.71K - $7.71K
1.14K $354K
IXJ
Ishares Global Healthcare ETF

ETFs
6
+ 0.11%
$86.01 - $94.19 $516 - $565
5.63K $513K
ETN
Eaton Corp PLC

Industrials
270
+ 36.1%
$271.83 - $371.23 $73.4K - $100K
1.02K $276K
OTIS
Otis Worldwide Corp

Industrials
13
+ 0.57%
$90.77 - $104.01 $1.18K - $1.35K
2.28K $235K
AMD
Advanced Micro Devices Inc

Technology
1.08K
+ 22.97%
$96.63 - $129.55 $104K - $140K
5.79K $594K
NEE
Nextera Energy Inc

Utilities
516
+ 2.98%
$66.96 - $76.16 $34.6K - $39.3K
17.8K $1.26M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.26%
$128.74 - $138.67 $1.93K - $2.08K
5.79K $785K
PG
Procter & Gamble CO

Consumer Defensive
68
+ 2.1%
$158.56 - $176.26 $10.8K - $12K
3.3K $562K
PEP
Pepsico Inc

Consumer Defensive
278
+ 2.59%
$142.64 - $156.42 $39.7K - $43.5K
11K $1.65M
UNP
Union Pacific Corp

Industrials
40
+ 3.72%
$225.21 - $254.42 $9.01K - $10.2K
1.12K $263K
MU
Micron Technology Inc

Technology
29
+ 0.73%
$86.89 - $109.38 $2.52K - $3.17K
3.99K $346K
EXI
Ishares Global Industrials ETF

ETFs
1
+ 0.04%
$140.1 - $150.86 $140 - $151
2.84K $413K
D
Dominion Energy, Inc

Utilities
16
+ 0.33%
$52.85 - $57.43 $846 - $919
4.9K $274K
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.42%
$85.68 - $97.5 $857 - $975
2.39K $224K
XYL
Xylem Inc.

Industrials
1
+ 0.05%
$114.02 - $132.04 $114 - $132
2.19K $261K
SYF
Synchrony Financial

Financial Services
967
+ 25.99%
$51.9 - $70.63 $50.2K - $68.3K
4.69K $248K
JEPI
J P Morgan Exchange Traded Fd

ETFs
524
+ 0.85%
$56.17 - $59.71 $29.4K - $31.3K
62.4K $3.57M
QCOM
Qualcomm Inc

Technology
24
+ 0.81%
$151.94 - $175.86 $3.65K - $4.22K
3K $460K
LOW
Lowes Companies Inc

Consumer Cyclical
66
+ 8.1%
$222.66 - $268.42 $14.7K - $17.7K
881 $205K
BLDR
Builders First Source, Inc.

Industrials
721
+ 14.99%
$122.8 - $173.51 $88.5K - $125K
5.53K $691K
INTU
Intuit Inc

Technology
23
+ 3.19%
$555.63 - $630.23 $12.8K - $14.5K
743 $456K
XLP
Consumer Staples Sector Spdr

ETFs
13
+ 0.4%
N/A
3.24K $246K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.2%
N/A
1.96K $357K
HON
Honeywell International Inc

Industrials
68
+ 7.46%
$202.75 - $226.52 $13.8K - $15.4K
980 $207K
Jacobs Solutions Inc
6
+ 0.28%
N/A
2.16K $0
Tempus Ai Inc
125
+ 1.9%
N/A
6.69K $0
Super Micro Computer Inc
6.27K
New
N/A
6.27K $0
J P Morgan Exchange Traded F
2.57K
+ 25.83%
N/A
12.5K $0
Grayscale Bitcoin Mini Tr Et
1.78K
+ 16.67%
N/A
12.4K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
30
+ 0.36%
$90.0 - $96.32 $2.7K - $2.89K
8.45K $779K
Grayscale Ethereum Trust ETF
627
+ 1.18%
N/A
54K $0
Arista Networks Inc
1.89K
+ 20.29%
N/A
11.2K $0
Linde PLC
15
+ 2.28%
N/A
674 $0
Medicus Pharma LTD
205K
+ 14.05%
N/A
1.66M $0
Lam Research Corp
140
+ 2.76%
N/A
5.21K $0
ASML
Asml Holding Nv

Technology
23
+ 4.15%
$662.63 - $776.99 $15.2K - $17.9K
577 $382K
GM
General Motors CO

Consumer Cyclical
826
+ 11.92%
$45.22 - $54.92 $37.4K - $45.4K
7.76K $364K
WMT
Walmart Inc.

Consumer Defensive
144
+ 2.03%
$84.5 - $105.05 $12.2K - $15.1K
7.22K $634K
ACN
Accenture PLC

Technology
86
+ 10.21%
$300.91 - $398.25 $25.9K - $34.2K
928 $289K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
977
+ 17.64%
$165.25 - $224.62 $161K - $219K
6.51K $1.08M
DHR
Danaher Corp

Healthcare
152
+ 8.51%
$201.62 - $250.59 $30.6K - $38.1K
1.94K $397K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
232
+ 4.11%
$51.45 - $58.51 $11.9K - $13.6K
5.88K $304K
PCAR
Paccar Inc

Industrials
4
+ 0.18%
$96.91 - $112.51 $388 - $450
2.22K $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
+ 0.78%
$497.6 - $606.74 $4.48K - $5.46K
1.16K $577K
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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