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
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
KLAC
Kla Corp

Technology
53
+ 14.56%
$636.62 - $777.63 $33.7K - $41.2K
417 $283K
FICO
Fair Isaac Corp

Technology
86
+ 12.03%
$1695.35 - $2030.47 $146K - $175K
801 $1.48M
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 2.43%
$890.62 - $1076.86 $21.4K - $25.8K
1.01K $957K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
441
+ 13.96%
$63.07 - $73.5 $27.8K - $32.4K
3.6K $252K
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
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
MGV
Vanguard Mega Cap Value

ETFs
67
+ 1.52%
$123.61 - $133.01 $8.28K - $8.91K
4.49K $578K
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
INTU
Intuit Inc

Technology
23
+ 3.19%
$555.63 - $630.23 $12.8K - $14.5K
743 $456K
LOW
Lowes Companies Inc

Consumer Cyclical
66
+ 8.1%
$222.66 - $268.42 $14.7K - $17.7K
881 $205K
QCOM
Qualcomm Inc

Technology
24
+ 0.81%
$151.94 - $175.86 $3.65K - $4.22K
3K $460K
BLDR
Builders First Source, Inc.

Industrials
721
+ 14.99%
$122.8 - $173.51 $88.5K - $125K
5.53K $691K
HON
Honeywell International Inc

Industrials
68
+ 7.46%
$202.75 - $226.52 $13.8K - $15.4K
980 $207K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.2%
N/A
1.96K $357K
XLP
Consumer Staples Sector Spdr

ETFs
13
+ 0.4%
N/A
3.24K $246K
Arista Networks Inc
1.89K
+ 20.29%
N/A
11.2K $0
Tempus Ai Inc
125
+ 1.9%
N/A
6.69K $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
Medicus Pharma LTD
205K
+ 14.05%
N/A
1.66M $0
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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