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Interchange Capital Partners

Latest statistics and disclosures from Interchange Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IQLT, AAPL, JMST, VTV, MSFT, and represent 16.37% of Interchange Capital Partners's stock portfolio.
Added to shares of these 10 stocks: Medicus Pharma, JMST, Arista Networks, MTUM, HELO, TSM, FTNT, BITX, Grayscale Bitcoin Mini Trust Etf, BLK.
Started 19 new stock positions in Arista Networks, HON, SPOT, Medicus Pharma, HELO, FTNT, Grayscale Bitcoin Mini Trust Etf, ENB, IGV, VRT. LRCX, SYF, MET, BLK, TEM, AGYS, MTUM, BITX, EXE.
Reduced shares in these 10 stocks: ANET, CVS, IVV, NOVA, JPST, TSLA, , JSCP, PULS, QQQ.
Sold out of its positions in ATNM, ANET, AZN, BlackRock, CVS, STZ, DEO, DFLI, FTGC, FCX.
Interchange Capital Partners was a net seller of stock by $-8.8M.
Interchange Capital Partners has $275M in assets under management (AUM), dropping by -3.19%.
Central Index Key (CIK): 0001845998

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Portfolio Holdings for Interchange Capital Partners

Interchange Capital Partners holds 247 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Intl Qualty (IQLT)	3.8	$10M		281k	37.14	View chart
Apple (AAPL)	3.7	$10M	-2%	40k	250.20	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	3.0	$8.3M	+45%	165k	50.71	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$8.2M		48k	169.30	View chart
Microsoft Corporation (MSFT)	2.9	$8.0M	-4%	19k	421.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$6.4M	-10%	11k	588.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.3	$6.3M	-7%	126k	50.37	View chart
Amazon (AMZN)	2.0	$5.4M		25k	219.29	View chart
Tesla Motors (TSLA)	1.8	$4.9M	-9%	12k	403.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$4.8M	-5%	68k	70.28	View chart
NVIDIA Corporation (NVDA)	1.5	$4.0M	+4%	30k	134.29	View chart
Ishares Tr Msci Usa Value (VLUE)	1.5	$4.0M	-8%	38k	105.61	View chart
Meta Platforms Cl A (META)	1.4	$3.8M	+4%	6.5k	585.15	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$3.7M		71k	52.22	View chart
Medicus Pharma	1.3	$3.6M	NEW	1.5M	2.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$3.6M	-2%	20k	178.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.3	$3.6M	-2%	62k	57.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$3.6M		19k	188.95	View chart
Alphabet Cap Stk Cl C Call Option (GOOG)	1.2	$3.2M		17k	190.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$3.1M	-5%	30k	101.53	View chart
Home Depot (HD)	1.1	$3.0M	-2%	7.6k	388.83	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.0	$2.8M	-4%	38k	74.01	View chart
JPMorgan Chase & Co. (JPM)	1.0	$2.7M	-5%	11k	239.49	View chart
Abbvie (ABBV)	0.9	$2.6M		15k	177.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$2.4M		44k	55.45	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$2.4M	-3%	47k	51.25	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.8	$2.3M	-17%	46k	49.55	View chart
UnitedHealth (UNH)	0.8	$2.3M	-4%	4.5k	505.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$2.1M	-10%	43k	49.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$2.1M	+3%	40k	52.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$2.1M	+15%	22k	96.83	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$2.1M	-4%	31k	68.00	View chart
Ishares Msci Eurzone Etf (EZU)	0.7	$2.0M	-5%	43k	47.19	View chart
Visa Com Cl A (V)	0.7	$2.0M	-7%	6.2k	315.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.9M		6.7k	289.81	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.7	$1.9M	-2%	34k	55.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.8M	-12%	4.0k	453.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.8M	-2%	38k	47.82	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$1.8M		43k	41.37	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$1.8M	+5%	30k	59.73	View chart
Broadcom (AVGO)	0.6	$1.7M	+4%	7.5k	231.94	View chart
Abbott Laboratories (ABT)	0.6	$1.7M		15k	113.11	View chart
Pepsi (PEP)	0.6	$1.6M	-10%	11k	152.53	View chart
American Express Company (AXP)	0.6	$1.6M	-3%	5.5k	296.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.6M	-2%	14k	115.22	View chart
Marathon Petroleum Corp (MPC)	0.6	$1.6M	-6%	11k	139.85	View chart
Morgan Stanley Com New (MS)	0.6	$1.6M	-6%	13k	125.72	View chart
Mastercard Incorporated Cl A (MA)	0.6	$1.6M	-6%	3.0k	526.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.5M	-9%	9.7k	159.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$1.5M	-11%	19k	80.93	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.5	$1.5M		53k	28.02	View chart
Shopify Cl A (SHOP)	0.5	$1.5M	-13%	14k	106.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.5M	+4%	7.6k	190.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.5M		5.5k	264.11	View chart
Starbucks Corporation (SBUX)	0.5	$1.4M	-5%	16k	91.44	View chart
Fair Isaac Corporation (FICO)	0.5	$1.4M		715.00	1990.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.4M		2.00	680920.00	View chart
salesforce (CRM)	0.5	$1.4M	-7%	4.1k	333.58	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$1.3M	-12%	15k	87.91	View chart
Raytheon Technologies Corp (RTX)	0.5	$1.3M	-3%	11k	115.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.2M		28k	44.04	View chart
Nextera Energy (NEE)	0.5	$1.2M	-5%	17k	71.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$1.2M	-3%	3.6k	342.16	View chart
EQT Corporation Call Option (EQT)	0.4	$1.2M	+4%	27k	46.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.2M		2.9k	401.58	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.4	$1.1M	-12%	12k	93.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$1.1M	+109%	5.5k	206.56	View chart
Oracle Corporation (ORCL)	0.4	$1.1M		6.8k	166.73	View chart
Merck & Co (MRK)	0.4	$1.1M	-6%	11k	100.50	View chart
Hca Holdings (HCA)	0.4	$1.1M		3.6k	300.15	View chart
Applovin Corp Com Cl A (APP)	0.4	$1.1M		3.3k	323.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.1M		2.6k	410.45	View chart
Arista Networks Com Shs	0.4	$1.0M	NEW	9.3k	110.53	View chart
Yum! Brands (YUM)	0.4	$1.0M	-2%	7.6k	134.16	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$989k	-12%	12k	85.68	View chart
Adobe Systems Incorporated (ADBE)	0.3	$959k	-5%	2.2k	444.08	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.3	$956k	-30%	13k	75.63	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$955k	-25%	5.2k	184.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$946k		3.5k	269.70	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$946k		16k	60.94	View chart
Netflix (NFLX)	0.3	$938k	+4%	1.1k	891.33	View chart
Roku Com Cl A Call Option (ROKU)	0.3	$937k	-5%	13k	74.34	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$930k	-13%	6.8k	137.56	View chart
Eli Lilly & Co. (LLY)	0.3	$912k	+11%	1.2k	772.26	View chart
Costco Wholesale Corporation (COST)	0.3	$905k	+3%	988.00	916.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$900k	-4%	14k	62.31	View chart
Servicenow (NOW)	0.3	$896k	+5%	845.00	1060.11	View chart
International Business Machines (IBM)	0.3	$835k		3.8k	219.83	View chart
Marriott Intl Cl A (MAR)	0.3	$796k		2.9k	278.97	View chart
Ishares Ethereum Tr SHS (ETHA)	0.3	$795k	-8%	32k	25.29	View chart
PNC Financial Services (PNC)	0.3	$792k	-4%	4.1k	192.88	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$779k		8.4k	92.59	View chart
Axon Enterprise (AXON)	0.3	$779k		1.3k	594.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$764k		1.4k	538.93	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$763k	-6%	5.8k	132.09	View chart
Chevron Corporation (CVX)	0.3	$742k	-12%	5.1k	144.31	View chart
Comcast Corp Cl A (CMCSA)	0.3	$734k	-7%	23k	32.10	View chart
Palo Alto Networks (PANW)	0.3	$727k	+96%	4.0k	181.73	View chart
Coinbase Global Com Cl A (COIN)	0.3	$717k	-6%	2.9k	248.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$713k	-15%	3.2k	220.95	View chart
Philip Morris International (PM)	0.3	$711k	-8%	5.9k	120.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$708k	NEW	3.4k	206.92	View chart
Bank of America Corporation (BAC)	0.3	$701k	-4%	16k	43.95	View chart
Vanguard Wellington Us Minimum (VFMV)	0.2	$670k		5.6k	120.51	View chart
Builders FirstSource (BLDR)	0.2	$669k		4.8k	139.10	View chart
Walt Disney Company (DIS)	0.2	$662k	-18%	6.0k	110.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.2	$660k	-28%	13k	50.11	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$658k	-4%	15k	44.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$652k		8.6k	75.61	View chart
Johnson & Johnson (JNJ)	0.2	$640k	-9%	5.1k	124.45	View chart
Wal-Mart Stores (WMT)	0.2	$640k	+4%	7.1k	90.35	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$634k	-43%	14k	46.63	View chart
Paypal Holdings Call Option (PYPL)	0.2	$623k	+9%	7.3k	85.35	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$617k	NEW	9.9k	62.04	View chart
Advanced Micro Devices Call Option (AMD)	0.2	$605k	+6%	5.0k	120.79	View chart
Thermo Fisher Scientific (TMO)	0.2	$603k	-25%	1.2k	523.15	View chart
Rockwell Automation (ROK)	0.2	$596k		2.1k	285.76	View chart
Pure Storage Cl A Call Option (PSTG)	0.2	$582k	+3%	9.5k	61.43	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$572k	-6%	15k	37.26	View chart
Travelers Companies (TRV)	0.2	$566k	-3%	2.4k	240.89	View chart
Intercontinental Exchange (ICE)	0.2	$555k	-5%	3.7k	148.91	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$552k		4.4k	124.91	View chart
Procter & Gamble Company (PG)	0.2	$544k	-11%	3.2k	168.20	View chart
Roblox Corp Cl A (RBLX)	0.2	$539k	-18%	9.3k	57.86	View chart
Cisco Systems (CSCO)	0.2	$535k	-20%	9.0k	59.15	View chart
Block Cl A Call Option (SQ)	0.2	$535k	-23%	6.3k	84.99	View chart
S&p Global (SPGI)	0.2	$531k		1.1k	498.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$511k		822.00	621.05	View chart
Cadence Design Systems (CDNS)	0.2	$495k	-2%	1.6k	300.46	View chart
The Trade Desk Com Cl A (TTD)	0.2	$494k	+4%	4.2k	117.53	View chart
Intuitive Surgical Com New (ISRG)	0.2	$490k	-19%	948.00	516.46	View chart
Progressive Corporation (PGR)	0.2	$487k	+5%	2.0k	239.52	View chart
Coca-Cola Company (KO)	0.2	$484k	-8%	7.8k	62.26	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$484k	-6%	5.6k	86.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$472k	-4%	3.6k	131.29	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$470k	-11%	7.4k	63.45	View chart
Exxon Mobil Corporation (XOM)	0.2	$464k		4.4k	105.85	View chart
Fortinet (FTNT)	0.2	$460k	NEW	4.4k	103.66	View chart
Wells Fargo & Company (WFC)	0.2	$458k	-20%	6.5k	70.23	View chart
Qualcomm (QCOM)	0.2	$456k	-15%	3.0k	153.60	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.2	$456k	NEW	8.8k	51.75	View chart
Intuit (INTU)	0.2	$454k	-15%	720.00	631.07	View chart
Metropcs Communications (TMUS)	0.2	$448k	-11%	2.0k	219.35	View chart
Grayscale Bitcoin Mini Tr Et Shs New	0.2	$447k	NEW	11k	41.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$442k	+107%	24k	18.50	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$439k	-23%	9.1k	48.33	View chart
Ishares Silver Tr Ishares Call Option (SLV)	0.2	$437k	+91%	17k	26.33	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$431k	-18%	9.5k	45.20	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$427k	-5%	3.8k	112.26	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$418k	-30%	1.0k	403.86	View chart
Caterpillar (CAT)	0.1	$413k	+12%	1.1k	362.86	View chart
Danaher Corporation (DHR)	0.1	$412k	-12%	1.8k	230.57	View chart
McKesson Corporation (MCK)	0.1	$407k		715.00	569.08	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.1	$402k	-6%	2.8k	141.24	View chart
Amgen (AMGN)	0.1	$400k		1.5k	258.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$399k	-3%	1.9k	215.49	View chart
Blackrock (BLK)	0.1	$396k	NEW	388.00	1020.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$393k	-6%	1.6k	240.28	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$393k	-11%	2.7k	145.32	View chart
Pfizer (PFE)	0.1	$385k	-27%	14k	26.79	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$384k	-2%	554.00	692.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$384k		2.0k	195.78	View chart
Vistra Energy (VST)	0.1	$380k		2.8k	137.87	View chart
Chubb (CB)	0.1	$376k	+5%	1.4k	276.30	View chart
Vertiv Holdings Com Cl A Call Option (VRT)	0.1	$371k	NEW	3.3k	113.61	View chart
General Motors Company (GM)	0.1	$369k	+13%	6.9k	53.26	View chart
Hartford Financial Services (HIG)	0.1	$366k		3.3k	109.40	View chart
Lam Research Corp Com New (LRCX)	0.1	$366k	NEW	5.1k	72.23	View chart
Crispr Therapeutics Namen Akt Call Option (CRSP)	0.1	$360k	+3%	9.1k	39.36	View chart
Norfolk Southern (NSC)	0.1	$357k		1.5k	234.86	View chart
Carrier Global Corporation (CARR)	0.1	$355k		5.2k	68.26	View chart
Intel Corporation (INTC)	0.1	$339k	-18%	21k	16.52	View chart
Micron Technology (MU)	0.1	$333k		4.0k	84.00	View chart
Vanguard World Financials Etf (VFH)	0.1	$329k	-9%	2.8k	118.07	View chart
Ge Aerospace Com New (GE)	0.1	$329k	+10%	2.0k	166.82	View chart
Alibaba Group Hldg Sponsored Ads Call Option (BABA)	0.1	$326k	-14%	3.8k	84.79	View chart
Teradyne (TER)	0.1	$326k		2.6k	125.92	View chart
Dell Technologies CL C (DELL)	0.1	$325k	-2%	2.8k	115.24	View chart
Deckers Outdoor Corporation (DECK)	0.1	$324k		1.6k	203.09	View chart
McDonald's Corporation (MCD)	0.1	$322k	-7%	1.1k	289.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$318k	-45%	5.6k	56.39	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$310k	-5%	14k	22.78	View chart
Gilead Sciences Call Option (GILD)	0.1	$310k		3.4k	92.37	View chart
TransDigm Group Incorporated (TDG)	0.1	$308k	+16%	243.00	1265.92	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$305k	-25%	3.1k	97.46	View chart
Booking Holdings (BKNG)	0.1	$304k		61.00	4977.95	View chart
Lockheed Martin Corporation (LMT)	0.1	$303k	-3%	623.00	485.86	View chart
Chipotle Mexican Grill Call Option (CMG)	0.1	$302k		5.0k	60.30	View chart
Goldman Sachs (GS)	0.1	$301k	+12%	526.00	572.11	View chart
Williams Companies (WMB)	0.1	$300k		5.5k	54.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$299k	-60%	586.00	510.88	View chart
Altria (MO)	0.1	$297k	-13%	5.7k	52.29	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$297k	-4%	842.00	352.13	View chart
Duke Energy Corp Com New (DUK)	0.1	$296k	-7%	2.7k	107.72	View chart
MercadoLibre (MELI)	0.1	$295k	+30%	173.00	1702.50	View chart
Sherwin-Williams Company (SHW)	0.1	$292k		859.00	339.94	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$291k	-7%	5.1k	56.77	View chart
Jacobs Engineering Group (J)	0.1	$288k		2.2k	133.64	View chart
Natera (NTRA)	0.1	$284k	+2%	1.8k	158.30	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$281k		5.5k	51.14	View chart
Linde SHS (LIN)	0.1	$278k	-15%	659.00	421.20	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$271k	-15%	3.5k	77.83	View chart
Sanofi Sponsored Adr (SNY)	0.1	$268k	-8%	5.5k	48.22	View chart
Dominion Resources (D)	0.1	$263k	-3%	4.9k	53.86	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$258k	+8%	27k	9.75	View chart
Ameriprise Financial (AMP)	0.1	$258k	-3%	486.00	530.64	View chart
Chesapeake Energy Corp Call Option (EXE)	0.1	$257k	NEW	2.6k	99.55	View chart
Xylem (XYL)	0.1	$254k		2.2k	116.02	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$253k	-49%	3.2k	78.61	View chart
Applied Materials (AMAT)	0.1	$253k	+3%	1.6k	162.58	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$249k	-25%	3.5k	70.59	View chart
Eaton Corp SHS (ETN)	0.1	$248k	-9%	748.00	331.98	View chart
Union Pacific Corporation (UNP)	0.1	$244k	-2%	1.1k	227.02	View chart
Leidos Holdings (LDOS)	0.1	$244k	+6%	1.7k	144.14	View chart
Spotify Technology S A SHS (SPOT)	0.1	$243k	NEW	543.00	447.38	View chart
Synchrony Financial (SYF)	0.1	$242k	NEW	3.7k	65.02	View chart
Veracyte (VCYT)	0.1	$241k	-3%	6.1k	39.60	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$241k	-40%	3.2k	75.68	View chart
Nike CL B (NKE)	0.1	$233k	+9%	3.7k	63.75	View chart
Agilysys (AGYS)	0.1	$233k	NEW	1.8k	131.71	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$232k	-8%	6.4k	36.32	View chart
Paccar (PCAR)	0.1	$230k	-10%	2.2k	104.02	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$230k	-4%	5.0k	46.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$230k		4.0k	57.41	View chart
Kla Corp Com New (KLAC)	0.1	$229k	-17%	364.00	629.16	View chart
MetLife (MET)	0.1	$224k	NEW	2.7k	81.87	View chart
Colgate-Palmolive Company (CL)	0.1	$217k		2.4k	90.91	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$217k		1.1k	189.90	View chart
General Dynamics Corporation (GD)	0.1	$215k	+10%	819.00	262.88	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$215k	+26%	2.1k	103.39	View chart
Tempus Ai Cl A (TEM)	0.1	$214k	NEW	6.6k	32.56	View chart
Otis Worldwide Corp (OTIS)	0.1	$210k		2.3k	92.61	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.1	$210k	-11%	32k	6.55	View chart
Amphenol Corp Cl A (APH)	0.1	$208k	-12%	3.0k	69.45	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$208k	NEW	2.1k	100.12	View chart
Enbridge Call Option (ENB)	0.1	$207k	NEW	4.9k	42.43	View chart
Honeywell International (HON)	0.1	$206k	NEW	912.00	225.87	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$206k	-21%	4.4k	46.86	View chart
Novartis Sponsored Adr (NVS)	0.1	$202k	-4%	2.1k	97.31	View chart
Lowe's Companies (LOW)	0.1	$201k	-22%	815.00	246.82	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$201k	+2%	3.2k	63.46	View chart
Sofi Technologies (SOFI)	0.1	$189k	-11%	12k	15.40	View chart
10x Genomics Cl A Com (TXG)	0.1	$175k		13k	13.84	View chart
Intellia Therapeutics (NTLA)	0.1	$163k	-28%	15k	11.29	View chart
Pacific Biosciences of California (PACB)	0.0	$53k	+3%	30k	1.76	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$28k		10k	2.72	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	0.0	$0	-34%	3.3k	0.00	View chart

Past Filings by Interchange Capital Partners

SEC 13F filings are viewable for Interchange Capital Partners going back to 2020

Interchange Capital Partners 2024 Q4 filed Feb. 11, 2025
Interchange Capital Partners 2024 Q3 filed Oct. 28, 2024
Interchange Capital Partners 2024 Q2 filed July 31, 2024
Interchange Capital Partners 2024 Q1 filed May 8, 2024
Interchange Capital Partners 2023 Q4 filed Jan. 9, 2024
Interchange Capital Partners 2023 Q3 filed Nov. 13, 2023
Interchange Capital Partners 2023 Q2 filed Aug. 8, 2023
Interchange Capital Partners 2023 Q1 filed May 15, 2023
Interchange Capital Partners 2022 Q4 filed Feb. 14, 2023
Interchange Capital Partners 2022 Q3 filed Nov. 7, 2022
Interchange Capital Partners 2022 Q2 filed Aug. 5, 2022
Interchange Capital Partners 2022 Q1 filed May 13, 2022
Interchange Capital Partners 2021 Q4 filed Feb. 4, 2022
Interchange Capital Partners 2021 Q3 filed Nov. 12, 2021
Interchange Capital Partners 2021 Q2 filed Aug. 16, 2021
Interchange Capital Partners 2021 Q1 filed May 5, 2021

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