Interchange Capital Partners, LLC Sells in Q4 2024

Interchange Capital Partners, LLC

  • $266 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-3.94K
- 5.5%
$70.06 - $77.43 $276K - $305K
67.7K $4.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.33K
- 10.95%
$570.51 - $610.59 $761K - $815K
10.9K $6.39M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.9K
- 8.0%
$50.37 - $50.6 $551K - $554K
126K $6.34M
MSFT
Microsoft Corp

Technology
-924
- 4.63%
$406.35 - $454.46 $375K - $420K
19K $8.02M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-10.3K
- 43.16%
$46.63 - $47.41 $482K - $490K
13.6K $634K
VLUE
Ishares Msci Usa Value Factor

ETFs
-3.36K
- 8.09%
$104.01 - $115.38 $349K - $388K
38.1K $4.03M
UNH
Unitedhealth Group Inc

Healthcare
-230
- 4.87%
$485.52 - $625.25 $112K - $144K
4.49K $2.27M
PULS
Pgim ETF Tr

ETFs
-9.54K
- 17.22%
$49.51 - $49.79 $472K - $475K
45.9K $2.27M
HCA
Hca Healthcare, Inc.

Healthcare
-43
- 1.17%
$297.52 - $415.61 $12.8K - $17.9K
3.63K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-1.21K
- 10.14%
$151.29 - $176.1 $184K - $214K
10.7K $1.63M
VTV
Vanguard Value ETF

ETFs
-655
- 1.34%
$168.32 - $181.87 $110K - $119K
48.2K $8.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-393
- 25.44%
$501.29 - $612.85 $197K - $241K
1.15K $599K
SPY
Spdr S&P 500 ETF Trust

ETFs
-675
- 17.19%
$567.81 - $607.81 $383K - $410K
3.25K $1.91M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-2.54K
- 5.62%
$46.96 - $51.46 $119K - $131K
42.6K $2.01M
ABBV
Abb Vie Inc.

Healthcare
-162
- 1.09%
$164.99 - $203.87 $26.7K - $33K
14.7K $2.6M
NEE
Nextera Energy Inc

Utilities
-1.02K
- 5.56%
$69.77 - $85.43 $71.1K - $87.1K
17.3K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-568
- 12.43%
$442.29 - $483.08 $251K - $274K
4K $1.81M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-464
- 30.93%
$396.64 - $516.74 $184K - $240K
1.04K $417K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-484
- 1.09%
$55.45 - $61.08 $26.8K - $29.6K
43.8K $2.43M
XLV
Select Sector Spdr Fund Health

ETFs
-1.08K
- 13.77%
$136.28 - $154.74 $147K - $167K
6.76K $930K
IAU
Ishares Gold Trust

ETFs
-5.32K
- 11.0%
$48.37 - $52.65 $257K - $280K
43.1K $2.13M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.35K
- 4.18%
$67.29 - $73.38 $90.5K - $98.7K
30.8K $2.09M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.77K
- 25.52%
$170.03 - $192.78 $301K - $341K
5.17K $955K
NTLA
Intellia Therapeutics, Inc.

Healthcare
-5.83K
- 28.76%
$11.41 - $21.09 $66.6K - $123K
14.5K $168K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.64K
- 45.08%
$53.94 - $58.15 $250K - $270K
5.65K $318K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.43K
- 11.55%
$80.93 - $85.66 $196K - $208K
18.6K $1.5M
XLP
Consumer Staples Sector Spdr

ETFs
-3.2K
- 49.85%
N/A
3.22K $245K
MRK
Merck & Co., Inc.

Healthcare
-756
- 6.41%
$96.31 - $114.76 $72.8K - $86.8K
11K $1.1M
VEA
Vanguard Ftse Developed Market

ETFs
-785
- 2.03%
$47.57 - $52.44 $37.3K - $41.2K
37.9K $1.81M
ADBE
Adobe Inc.

Technology
-136
- 5.93%
$437.39 - $552.96 $59.5K - $75.2K
2.16K $960K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.65K
- 2.59%
$57.53 - $60.83 $94.9K - $100K
61.9K $3.56M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-984
- 2.84%
$54.29 - $59.49 $53.4K - $58.5K
33.7K $1.85M
SBUX
Starbucks Corp

Consumer Cyclical
-989
- 5.93%
$87.44 - $102.5 $86.5K - $101K
15.7K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
-168
- 2.15%
$385.02 - $431.37 $64.7K - $72.5K
7.65K $2.97M
XLU
Utilities Sector Spdr

ETFs
-2.17K
- 40.53%
$74.89 - $82.93 $162K - $180K
3.18K $240K
PFE
Pfizer Inc

Healthcare
-5.38K
- 27.23%
$24.8 - $30.19 $133K - $163K
14.4K $381K
JNJ
Johnson & Johnson

Healthcare
-564
- 9.88%
$143.34 - $165.86 $80.8K - $93.5K
5.14K $743K
CMCSA
Comcast Corp

Communication Services
-1.79K
- 7.27%
$37.39 - $45.14 $66.9K - $80.8K
22.8K $857K
XLE
Energy Sector Spdr

ETFs
-1.6K
- 12.16%
$83.32 - $97.27 $133K - $155K
11.5K $989K
DHR
Danaher Corp

Healthcare
-244
- 12.01%
$226.16 - $274.52 $55.2K - $67K
1.79K $410K
INTC
Intel Corp

Technology
-3.53K
- 14.65%
$19.07 - $26.23 $67.2K - $92.5K
20.5K $411K
QCOM
Qualcomm Inc

Technology
-558
- 15.81%
$150.4 - $178.04 $83.9K - $99.3K
2.97K $456K
KO
Coca Cola CO

Consumer Defensive
-686
- 8.11%
$61.74 - $71.71 $42.4K - $49.2K
7.77K $483K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-630
- 19.22%
$82.28 - $117.52 $51.8K - $74K
2.65K $224K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.16K
- 18.47%
$45.07 - $47.1 $97.4K - $102K
9.55K $431K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-140
- 0.89%
$60.13 - $67.31 $8.42K - $9.42K
15.5K $942K
CVX
Chevron Corp

Energy
-705
- 12.06%
$141.15 - $162.53 $99.5K - $115K
5.14K $744K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-401
- 6.49%
$131.66 - $144.0 $52.8K - $57.7K
5.78K $763K
KLAC
Kla Corp

Technology
-79
- 17.83%
$614.46 - $829.55 $48.5K - $65.5K
364 $229K
Activity Summary
Buys All Purchases 76 New Holdings 19 Increased Positions 57 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 11 Puts 2
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