HoldingsChannel.com
Interchange Capital Partners LLC Top Holdings
As of  03/31/2025, below is a summary of the Interchange Capital Partners LLC top holdings by largest position size, as per the latest 13f filing made by Interchange Capital Partners LLC. In the Interchange Capital Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Interchange Capital Partners LLC in that top holding, then the share count change between reporting periods, and finally the Interchange Capital Partners LLC top holding position size for that row.

   EntityAmountChange
 12/31/2024 to 03/31/2025
Position Size
($ in 1000's)
SEMLER SCIENTIFIC INC 1,284,575 +1,284,575 $46,502
     SMLR1,284,575+1,284,575$46,502
APPLE INC 80,430 +39,990 $17,865
     AAPL80,430+39,990$17,865
J P MORGAN EXCHANGE TRADED F (JMST) 243,538 +78,877 $12,384
     JMST243,538+78,877$12,384
ISHARES TR (IQLT) 299,477 +18,651 $11,884
     IQLT299,477+18,651$11,884
MICROSOFT CORP 26,234 +7,200 $9,849
     MSFT26,234+7,200$9,849
VANGUARD INDEX FDS (VTV) 48,221 +19 $8,330
     VTV48,221+19$8,330
ISHARES TR (IVV) 14,207 +3,355 $7,983
     IVV14,207+3,355$7,983
ISHARES TR (IEFA) 103,601 +35,852 $7,836
     IEFA103,601+35,852$7,836
MEDICUS PHARMA LTD 1,661,871 +204,706 $6,182
     MDCX1,661,871+204,706$6,182
J P MORGAN EXCHANGE TRADED F (JPST) 119,932 -5,968 $6,072
     JPST119,932-5,968$6,072
VANGUARD TAX MANAGED FDS (VEA) 109,470 +71,578 $5,564
     VEA109,470+71,578$5,564
ISHARES INC (IEMG) 90,067 +19,474 $4,860
     IEMG90,067+19,474$4,860
AMAZON COM INC      $4,706
     AMZN24,726+191$4,704
     Call200+200$2
ISHARES GOLD TR (IAU) 69,633 +26,564 $4,100
     IAU69,633+26,564$4,100
ISHARES TR (QUAL) 23,974 +3,605 $4,097
     QUAL23,974+3,605$4,097
ISHARES TR (VLUE) 38,389 +242 $4,094
     VLUE38,389+242$4,094
NVIDIA CORPORATION      $3,955
     NVDA36,486+6,459$3,954
     Call300+300$1
META PLATFORMS INC 6,739 +285 $3,884
     META6,739+285$3,884
BERKSHIRE HATHAWAY INC DEL      $3,808
     BRK.B4,152+149$2,211
     BRK.A2UNCH$1,597
J P MORGAN EXCHANGE TRADED F (JEPI) 62,448 +524 $3,569
     JEPI62,448+524$3,569
JPMORGAN CHASE & CO. 13,949 +2,570 $3,422
     JPM13,949+2,570$3,422
TESLA INC 12,020 -194 $3,115
     TSLA12,020-194$3,115
ABBVIE INC 14,709 +51 $3,082
     ABBV14,709+51$3,082
ALPHABET INC 19,520 +713 $3,019
     GOOGL19,520+713$3,019
ISHARES TR (IVW) 30,655 +500 $2,846
     IVW30,655+500$2,846
HOME DEPOT INC 7,662 +15 $2,807
     HD7,662+15$2,807
ALPHABET INC      $2,570
     GOOG16,330+279$2,551
     Call1,200+600$19
GRAYSCALE BITCOIN TRUST ETF (GBTC) 37,481 -881 $2,442
     GBTC37,481-881$2,442
BLACKROCK ETF TRUST (DYNF) 47,747 +1,076 $2,328
     DYNF47,747+1,076$2,328
UNITEDHEALTH GROUP INC 4,421 -72 $2,315
     UNH4,421-72$2,315
VANGUARD WHITEHALL FDS (VYMI) 31,240 +397 $2,299
     VYMI31,240+397$2,299
VISA INC 6,383 +160 $2,237
     V6,383+160$2,237
PGIM ETF TR (PULS) 42,878 -2,997 $2,132
     PULS42,878-2,997$2,132
DIMENSIONAL ETF TRUST (DFIV) 53,623 +53,623 $2,111
     DFIV53,623+53,623$2,111
ISHARES TR (IVE) 10,994 +3,360 $2,095
     IVE10,994+3,360$2,095
ABBOTT LABS 15,280 +416 $2,027
     ABT15,280+416$2,027
ISHARES INC (EZU) 36,267 -6,305 $1,930
     EZU36,267-6,305$1,930
ISHARES INC (EMXC) 34,505 -9,268 $1,901
     EMXC34,505-9,268$1,901
J P MORGAN EXCHANGE TRADED F (BBJP) 33,783 +88 $1,896
     BBJP33,783+88$1,896
VANGUARD INDEX FDS (VTI) 6,656 -9 $1,829
     VTI6,656-9$1,829
FIDELITY MERRIMACK STR TR 39,944 -2,962 $1,823
     FBND39,944-2,962$1,823
ISHARES TR (EFV) 30,367 -9,839 $1,790
     EFV30,367-9,839$1,790
SPDR S&P 500 ETF TR (SPY)      $1,790
     SPY3,202-49$1,791
     Put0UNCH$1
MARATHON PETE CORP 12,018 +616 $1,751
     MPC12,018+616$1,751
JOHN HANCOCK EXCHANGE TRADED (JHMM) 29,809 +311 $1,708
     JHMM29,809+311$1,708
MASTERCARD INCORPORATED 3,034 +80 $1,663
     MA3,034+80$1,663
PEPSICO INC      $1,653
     PEP11,024+278$1,653
     Call1,200+1,200$0
RTX CORPORATION 12,247 +903 $1,622
     RTX12,247+903$1,622
STARBUCKS CORP 15,957 +260 $1,565
     SBUX15,957+260$1,565
ISHARES TR (IJR) 14,320 +289 $1,497
     IJR14,320+289$1,497

See Full List: All Stocks Held By Interchange Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Interchange Capital Partners LLC

Size ($ in 1000's)
At 03/31/2025: $357,020
At 12/31/2024: $277,602

Interchange Capital Partners LLC AUM history

Interchange Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Interchange Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

Interchange Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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