HoldingsChannel.com
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SEMLER SCIENTIFIC INC |
1,284,575 | +1,284,575 | $46,502 |
| SMLR | 1,284,575 | +1,284,575 | $46,502 |
| APPLE INC |
80,430 | +39,990 | $17,865 |
| AAPL | 80,430 | +39,990 | $17,865 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
243,538 | +78,877 | $12,384 |
| JMST | 243,538 | +78,877 | $12,384 |
| ISHARES TR (IQLT) |
299,477 | +18,651 | $11,884 |
| IQLT | 299,477 | +18,651 | $11,884 |
| MICROSOFT CORP |
26,234 | +7,200 | $9,849 |
| MSFT | 26,234 | +7,200 | $9,849 |
| VANGUARD INDEX FDS (VTV) |
48,221 | +19 | $8,330 |
| VTV | 48,221 | +19 | $8,330 |
| ISHARES TR (IVV) |
14,207 | +3,355 | $7,983 |
| IVV | 14,207 | +3,355 | $7,983 |
| ISHARES TR (IEFA) |
103,601 | +35,852 | $7,836 |
| IEFA | 103,601 | +35,852 | $7,836 |
| MEDICUS PHARMA LTD |
1,661,871 | +204,706 | $6,182 |
| MDCX | 1,661,871 | +204,706 | $6,182 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
119,932 | -5,968 | $6,072 |
| JPST | 119,932 | -5,968 | $6,072 |
| VANGUARD TAX MANAGED FDS (VEA) |
109,470 | +71,578 | $5,564 |
| VEA | 109,470 | +71,578 | $5,564 |
| ISHARES INC (IEMG) |
90,067 | +19,474 | $4,860 |
| IEMG | 90,067 | +19,474 | $4,860 |
 AMAZON COM INC |
$4,706 | ||
| AMZN | 24,726 | +191 | $4,704 |
| Call | 200 | +200 | $2 |
| ISHARES GOLD TR (IAU) |
69,633 | +26,564 | $4,100 |
| IAU | 69,633 | +26,564 | $4,100 |
| ISHARES TR (QUAL) |
23,974 | +3,605 | $4,097 |
| QUAL | 23,974 | +3,605 | $4,097 |
| ISHARES TR (VLUE) |
38,389 | +242 | $4,094 |
| VLUE | 38,389 | +242 | $4,094 |
| NVIDIA CORPORATION |
$3,955 | ||
| NVDA | 36,486 | +6,459 | $3,954 |
| Call | 300 | +300 | $1 |
| META PLATFORMS INC |
6,739 | +285 | $3,884 |
| META | 6,739 | +285 | $3,884 |
| BERKSHIRE HATHAWAY INC DEL |
$3,808 | ||
| BRK.B | 4,152 | +149 | $2,211 |
| BRK.A | 2 | UNCH | $1,597 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
62,448 | +524 | $3,569 |
| JEPI | 62,448 | +524 | $3,569 |
| JPMORGAN CHASE & CO. |
13,949 | +2,570 | $3,422 |
| JPM | 13,949 | +2,570 | $3,422 |
| TESLA INC |
12,020 | -194 | $3,115 |
| TSLA | 12,020 | -194 | $3,115 |
| ABBVIE INC |
14,709 | +51 | $3,082 |
| ABBV | 14,709 | +51 | $3,082 |
| ALPHABET INC |
19,520 | +713 | $3,019 |
| GOOGL | 19,520 | +713 | $3,019 |
| ISHARES TR (IVW) |
30,655 | +500 | $2,846 |
| IVW | 30,655 | +500 | $2,846 |
| HOME DEPOT INC |
7,662 | +15 | $2,807 |
| HD | 7,662 | +15 | $2,807 |
| ALPHABET INC |
$2,570 | ||
| GOOG | 16,330 | +279 | $2,551 |
| Call | 1,200 | +600 | $19 |
| GRAYSCALE BITCOIN TRUST ETF (GBTC) |
37,481 | -881 | $2,442 |
| GBTC | 37,481 | -881 | $2,442 |
| BLACKROCK ETF TRUST (DYNF) |
47,747 | +1,076 | $2,328 |
| DYNF | 47,747 | +1,076 | $2,328 |
| UNITEDHEALTH GROUP INC |
4,421 | -72 | $2,315 |
| UNH | 4,421 | -72 | $2,315 |
| VANGUARD WHITEHALL FDS (VYMI) |
31,240 | +397 | $2,299 |
| VYMI | 31,240 | +397 | $2,299 |
| VISA INC |
6,383 | +160 | $2,237 |
| V | 6,383 | +160 | $2,237 |
| PGIM ETF TR (PULS) |
42,878 | -2,997 | $2,132 |
| PULS | 42,878 | -2,997 | $2,132 |
| DIMENSIONAL ETF TRUST (DFIV) |
53,623 | +53,623 | $2,111 |
| DFIV | 53,623 | +53,623 | $2,111 |
| ISHARES TR (IVE) |
10,994 | +3,360 | $2,095 |
| IVE | 10,994 | +3,360 | $2,095 |
| ABBOTT LABS |
15,280 | +416 | $2,027 |
| ABT | 15,280 | +416 | $2,027 |
| ISHARES INC (EZU) |
36,267 | -6,305 | $1,930 |
| EZU | 36,267 | -6,305 | $1,930 |
| ISHARES INC (EMXC) |
34,505 | -9,268 | $1,901 |
| EMXC | 34,505 | -9,268 | $1,901 |
| J P MORGAN EXCHANGE TRADED F (BBJP) |
33,783 | +88 | $1,896 |
| BBJP | 33,783 | +88 | $1,896 |
| VANGUARD INDEX FDS (VTI) |
6,656 | -9 | $1,829 |
| VTI | 6,656 | -9 | $1,829 |
| FIDELITY MERRIMACK STR TR |
39,944 | -2,962 | $1,823 |
| FBND | 39,944 | -2,962 | $1,823 |
| ISHARES TR (EFV) |
30,367 | -9,839 | $1,790 |
| EFV | 30,367 | -9,839 | $1,790 |
| SPDR S&P 500 ETF TR (SPY) |
$1,790 | ||
| SPY | 3,202 | -49 | $1,791 |
| Put | 0 | UNCH | $1 |
| MARATHON PETE CORP |
12,018 | +616 | $1,751 |
| MPC | 12,018 | +616 | $1,751 |
| JOHN HANCOCK EXCHANGE TRADED (JHMM) |
29,809 | +311 | $1,708 |
| JHMM | 29,809 | +311 | $1,708 |
| MASTERCARD INCORPORATED |
3,034 | +80 | $1,663 |
| MA | 3,034 | +80 | $1,663 |
| PEPSICO INC |
$1,653 | ||
| PEP | 11,024 | +278 | $1,653 |
| Call | 1,200 | +1,200 | $0 |
| RTX CORPORATION |
12,247 | +903 | $1,622 |
| RTX | 12,247 | +903 | $1,622 |
| STARBUCKS CORP |
15,957 | +260 | $1,565 |
| SBUX | 15,957 | +260 | $1,565 |
| ISHARES TR (IJR) |
14,320 | +289 | $1,497 |
| IJR | 14,320 | +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 |
