Interchange Capital Partners, LLC Incresed Positions in Q1 2025

Interchange Capital Partners, LLC

  • $346 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 3.72%
$442.66 - $534.52 $66K - $79.6K
4.15K $2.21M
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
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
V
Visa Inc.

Financial Services
160
+ 2.57%
$306.92 - $362.71 $49.1K - $58K
6.38K $2.24M
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.2%
$117.15 - $158.79 $1.41K - $1.91K
5.92K $939K
CVX
Chevron Corp

Energy
622
+ 12.1%
$146.71 - $167.97 $91.3K - $104K
5.76K $964K
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
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
VTV
Vanguard Value ETF

ETFs
19
+ 0.04%
$167.73 - $179.21 $3.19K - $3.4K
48.2K $8.33M
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
MO
Altria Group, Inc.

Consumer Defensive
1.54K
+ 27.05%
$50.81 - $60.02 $78.1K - $92.3K
7.22K $433K
SLV
I Shares Silver Trust

ETFs
3.49K
+ 57.35%
$26.93 - $31.32 $93.9K - $109K
9.57K $296K
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
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 15.61%
$1739.0 - $2260.0 $47K - $61K
200 $390K
VRT
Vertiv Holdings CO

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