Interchange Capital Partners

Interchange Capital Partners as of March 31, 2025

Portfolio Holdings for Interchange Capital Partners

Interchange Capital Partners holds 269 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Semler Scientific (SMLR) 12.9 $47M 1.3M 36.20
Apple (AAPL) 5.0 $18M 80k 222.12
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.4 $12M 244k 50.85
Ishares Tr Msci Intl Qualty (IQLT) 3.3 $12M 300k 39.68
Microsoft Corporation (MSFT) 2.7 $9.8M 26k 375.42
Vanguard Index Fds Value Etf (VTV) 2.3 $8.3M 48k 172.74
Ishares Tr Core S&p500 Etf (IVV) 2.2 $8.0M 14k 561.90
Ishares Tr Core Msci Eafe (IEFA) 2.2 $7.8M 104k 75.64
Medicus Pharma (MDCX) 1.7 $6.2M 1.7M 3.72
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $6.1M 120k 50.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $5.6M 110k 50.83
Ishares Core Msci Emkt (IEMG) 1.4 $4.9M 90k 53.96
Amazon (AMZN) 1.3 $4.7M 25k 190.25
Ishares Gold Tr Ishares New (IAU) 1.1 $4.1M 70k 58.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $4.1M 24k 170.89
Ishares Tr Msci Usa Value (VLUE) 1.1 $4.1M 38k 106.65
NVIDIA Corporation (NVDA) 1.1 $4.0M 37k 108.38
Meta Platforms Cl A (META) 1.1 $3.9M 6.7k 576.38
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $3.6M 62k 57.15
JPMorgan Chase & Co. (JPM) 1.0 $3.4M 14k 245.30
Tesla Motors (TSLA) 0.9 $3.1M 12k 259.16
Abbvie (ABBV) 0.9 $3.1M 15k 209.52
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.0M 20k 154.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.8M 31k 92.83
Home Depot (HD) 0.8 $2.8M 7.7k 366.41
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.7M 18k 156.23
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.7 $2.4M 38k 65.16
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.6 $2.3M 48k 48.76
UnitedHealth (UNH) 0.6 $2.3M 4.4k 523.75
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $2.3M 31k 73.60
Visa Com Cl A (V) 0.6 $2.2M 6.4k 350.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.2M 4.2k 532.58
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.6 $2.1M 43k 49.73
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $2.1M 54k 39.36
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $2.1M 11k 190.58
Abbott Laboratories (ABT) 0.6 $2.0M 15k 132.65
Ishares Msci Eurzone Etf (EZU) 0.5 $1.9M 36k 53.21
Ishares Msci Emrg Chn (EMXC) 0.5 $1.9M 35k 55.09
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.5 $1.9M 34k 56.11
Pepsi (PEP) 0.5 $1.8M 12k 149.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.8M 6.7k 274.85
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $1.8M 40k 45.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.8M 3.2k 559.44
Ishares Tr Eafe Value Etf (EFV) 0.5 $1.8M 30k 58.94
Marathon Petroleum Corp (MPC) 0.5 $1.8M 12k 145.70
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.5 $1.7M 30k 57.30
Mastercard Incorporated Cl A (MA) 0.5 $1.7M 3.0k 548.10
Raytheon Technologies Corp (RTX) 0.5 $1.6M 12k 132.46
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.6M 2.00 798441.50
Starbucks Corporation (SBUX) 0.4 $1.6M 16k 98.09
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.5M 5.3k 288.14
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.5M 14k 104.57
American Express Company (AXP) 0.4 $1.5M 5.5k 268.99
Fair Isaac Corporation (FICO) 0.4 $1.5M 801.00 1844.16
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.5M 18k 79.86
Morgan Stanley Com New (MS) 0.4 $1.5M 13k 116.67
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.4M 5.5k 258.61
Broadcom (AVGO) 0.4 $1.4M 8.4k 167.44
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.4M 9.9k 140.44
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.4M 3.9k 352.58
Nextera Energy (NEE) 0.4 $1.3M 18k 70.89
Shopify Cl A (SHOP) 0.4 $1.3M 13k 95.47
salesforce (CRM) 0.3 $1.2M 4.6k 268.42
Hca Holdings (HCA) 0.3 $1.2M 3.6k 345.53
EQT Corporation (EQT) 0.3 $1.2M 23k 53.43
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $1.2M 15k 80.38
International Business Machines (IBM) 0.3 $1.2M 4.8k 248.66
Yum! Brands (YUM) 0.3 $1.2M 7.6k 157.36
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.1M 11k 100.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.1M 24k 45.26
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.1M 6.5k 165.97
Eli Lilly & Co. (LLY) 0.3 $1.0M 1.3k 826.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.0M 2.9k 361.09
Oracle Corporation (ORCL) 0.3 $1000k 7.2k 139.79
Netflix (NFLX) 0.3 $999k 1.1k 932.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $991k 16k 63.53
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $989k 6.8k 145.99
Chevron Corporation (CVX) 0.3 $964k 5.8k 167.30
Costco Wholesale Corporation (COST) 0.3 $957k 1.0k 945.65
Philip Morris International (PM) 0.3 $940k 5.9k 158.75
Vanguard Index Fds Growth Etf (VUG) 0.3 $933k 2.5k 370.82
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.2 $886k 11k 82.20
Vanguard Index Fds Large Cap Etf (VV) 0.2 $871k 3.4k 257.03
Arista Networks Com Shs (ANET) 0.2 $867k 11k 77.48
Merck & Co (MRK) 0.2 $851k 9.5k 89.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $850k 15k 58.35
Palantir Technologies Cl A (PLTR) 0.2 $849k 10k 84.40
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $834k 5.2k 161.27
Grayscale Ethereum Trust Etf SHS (ETHE) 0.2 $822k 54k 15.22
Applied Materials (AMAT) 0.2 $802k 5.5k 145.11
Johnson & Johnson (JNJ) 0.2 $788k 4.7k 165.87
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $786k 5.8k 135.66
Adobe Systems Incorporated (ADBE) 0.2 $781k 2.0k 383.43
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $779k 8.4k 92.29
Applovin Corp Com Cl A (APP) 0.2 $779k 2.9k 264.97
Comcast Corp Cl A (CMCSA) 0.2 $777k 21k 36.90
Intel Corporation (INTC) 0.2 $764k 34k 22.71
Select Sector Spdr Tr Financial (XLF) 0.2 $762k 15k 49.81
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $747k 13k 59.68
Select Sector Spdr Tr Energy (XLE) 0.2 $744k 8.0k 93.44
Ishares Tr Russell 2000 Etf (IWM) 0.2 $734k 3.7k 199.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $729k 1.4k 513.99
PNC Financial Services (PNC) 0.2 $722k 4.1k 175.78
Vanguard Wellington Us Minimum (VFMV) 0.2 $704k 5.6k 126.74
Marriott Intl Cl A (MAR) 0.2 $695k 2.9k 238.26
Builders FirstSource (BLDR) 0.2 $691k 5.5k 124.94
Ishares Tr Msci Eafe Etf (EFA) 0.2 $688k 8.4k 81.73
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $686k 3.4k 202.13
Palo Alto Networks (PANW) 0.2 $684k 4.0k 170.64
Ishares Tr S&p 100 Etf (OEF) 0.2 $684k 2.5k 270.83
Servicenow (NOW) 0.2 $681k 855.00 796.13
Bank of America Corporation (BAC) 0.2 $674k 16k 41.73
Intercontinental Exchange (ICE) 0.2 $665k 3.9k 172.47
Axon Enterprise (AXON) 0.2 $660k 1.3k 525.95
Advanced Micro Devices (AMD) 0.2 $656k 6.4k 102.74
Travelers Companies (TRV) 0.2 $653k 2.5k 264.46
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.2 $642k 14k 47.21
Wal-Mart Stores (WMT) 0.2 $634k 7.2k 87.79
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.2 $630k 13k 48.93
Paypal Holdings (PYPL) 0.2 $627k 9.6k 65.25
Wells Fargo & Company (WFC) 0.2 $600k 8.4k 71.78
Progressive Corporation (PGR) 0.2 $595k 2.1k 282.91
McKesson Corporation (MCK) 0.2 $591k 879.00 672.55
Vanguard World Mega Cap Val Etf (MGV) 0.2 $578k 4.5k 128.84
Thermo Fisher Scientific (TMO) 0.2 $578k 1.2k 497.84
S&p Global (SPGI) 0.2 $575k 1.1k 508.03
Procter & Gamble Company (PG) 0.2 $563k 3.3k 170.40
Walt Disney Company (DIS) 0.2 $560k 5.7k 98.70
Roku Com Cl A (ROKU) 0.2 $560k 7.9k 70.44
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $545k 4.1k 132.23
Cisco Systems (CSCO) 0.2 $545k 8.8k 61.70
Rockwell Automation (ROK) 0.1 $538k 2.1k 258.35
Ge Aerospace Com New (GE) 0.1 $537k 2.7k 200.12
Intuitive Surgical Com New (ISRG) 0.1 $534k 1.1k 495.27
Coca-Cola Company (KO) 0.1 $533k 7.4k 71.62
Cadence Design Systems (CDNS) 0.1 $529k 2.1k 254.33
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $528k 1.1k 484.82
Coinbase Global Com Cl A (COIN) 0.1 $524k 3.0k 172.23
Fortinet (FTNT) 0.1 $517k 5.4k 96.26
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $514k 5.6k 91.19
Robinhood Mkts Com Cl A (HOOD) 0.1 $504k 12k 41.62
Ishares Tr Us Aer Def Etf (ITA) 0.1 $503k 3.3k 152.40
Metropcs Communications (TMUS) 0.1 $498k 1.9k 266.85
Exxon Mobil Corporation (XOM) 0.1 $497k 4.2k 118.93
Roblox Corp Cl A (RBLX) 0.1 $488k 8.4k 58.29
Amgen (AMGN) 0.1 $482k 1.5k 311.56
Ishares Tr Select Divid Etf (DVY) 0.1 $477k 3.5k 134.29
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $467k 13k 36.29
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $462k 7.3k 63.00
Vanguard World Inf Tech Etf (VGT) 0.1 $461k 851.00 541.74
Ishares Tr Core High Dv Etf (HDV) 0.1 $461k 3.8k 121.12
Qualcomm (QCOM) 0.1 $460k 3.0k 153.61
Intuit (INTU) 0.1 $456k 743.00 614.03
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $454k 12k 36.49
Caterpillar (CAT) 0.1 $447k 1.4k 329.76
Pfizer (PFE) 0.1 $442k 17k 25.34
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $441k 2.3k 190.76
Ishares Tr Core Total Usd (IUSB) 0.1 $438k 9.5k 46.08
Altria (MO) 0.1 $433k 7.2k 60.02
Ishares Silver Tr Ishares (SLV) 0.1 $433k 14k 30.75
Chubb (CB) 0.1 $431k 1.4k 301.99
Ishares Tr Rus 1000 Etf (IWB) 0.1 $431k 1.4k 306.74
Texas Instruments Incorporated (TXN) 0.1 $423k 2.4k 179.82
Pure Storage Cl A (PSTG) 0.1 $423k 9.5k 44.27
Uber Technologies (UBER) 0.1 $421k 5.8k 72.86
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $414k 2.8k 145.39
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $399k 9.8k 40.76
Hartford Financial Services (HIG) 0.1 $398k 3.2k 123.73
Danaher Corporation (DHR) 0.1 $398k 1.9k 204.99
AvalonBay Communities (AVB) 0.1 $393k 1.8k 214.62
MercadoLibre (MELI) 0.1 $391k 200.00 1952.92
Booking Holdings (BKNG) 0.1 $384k 83.00 4625.65
Asml Holding N V N Y Registry Shs (ASML) 0.1 $382k 577.00 661.79
Ameriprise Financial (AMP) 0.1 $381k 789.00 483.12
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $381k 2.0k 193.94
Lam Research Corp Com New (LRCX) 0.1 $379k 5.2k 72.70
Sentinelone Cl A (S) 0.1 $367k 20k 18.18
General Motors Company (GM) 0.1 $365k 7.8k 47.03
Blackrock (BLK) 0.1 $365k 386.00 945.08
TransDigm Group Incorporated (TDG) 0.1 $363k 263.00 1381.90
Vanguard Index Fds Small Cp Etf (VB) 0.1 $363k 1.6k 221.75
Norfolk Southern (NSC) 0.1 $355k 1.5k 236.85
McDonald's Corporation (MCD) 0.1 $355k 1.1k 312.37
Micron Technology (MU) 0.1 $347k 4.0k 86.90
Doordash Cl A (DASH) 0.1 $343k 1.9k 182.77
Lockheed Martin Corporation (LMT) 0.1 $339k 759.00 446.66
Duke Energy Corp Com New (DUK) 0.1 $338k 2.8k 121.95
Williams Companies (WMB) 0.1 $337k 5.6k 59.75
Carrier Global Corporation (CARR) 0.1 $332k 5.2k 63.40
Lululemon Athletica (LULU) 0.1 $328k 1.2k 283.06
MetLife (MET) 0.1 $327k 4.1k 80.27
Vistra Energy (VST) 0.1 $326k 2.8k 117.42
Constellation Energy (CEG) 0.1 $326k 1.6k 201.72
Spotify Technology S A SHS (SPOT) 0.1 $325k 590.00 550.02
Vanguard World Financials Etf (VFH) 0.1 $325k 2.7k 119.47
Tempus Ai Cl A (TEM) 0.1 $323k 6.7k 48.24
The Trade Desk Com Cl A (TTD) 0.1 $317k 5.8k 54.72
Linde SHS (LIN) 0.1 $314k 674.00 465.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $312k 16k 19.78
Ishares Ethereum Tr SHS (ETHA) 0.1 $309k 22k 13.82
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $304k 5.9k 51.79
Bank of New York Mellon Corporation (BK) 0.1 $304k 3.6k 83.88
Sanofi Sponsored Adr (SNY) 0.1 $302k 5.4k 55.45
Vertiv Holdings Com Cl A (VRT) 0.1 $301k 4.2k 72.19
Ishares Tr Us Home Cons Etf (ITB) 0.1 $298k 3.1k 97.31
Ishares Tr U.s. Insrnce Etf (IAK) 0.1 $297k 2.2k 136.14
Accenture Plc Ireland Shs Class A (ACN) 0.1 $290k 928.00 312.32
Dell Technologies CL C (DELL) 0.1 $286k 3.1k 91.15
Kla Corp Com New (KLAC) 0.1 $283k 417.00 679.18
Sherwin-Williams Company (SHW) 0.1 $281k 806.00 349.09
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $281k 5.5k 51.07
Ishares Tr Expanded Tech (IGV) 0.1 $280k 3.1k 89.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $278k 592.00 468.92
Eaton Corp SHS (ETN) 0.1 $277k 1.0k 272.03
Dominion Resources (D) 0.1 $275k 4.9k 56.07
Goldman Sachs (GS) 0.1 $271k 496.00 546.07
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $269k 3.4k 78.57
Chipotle Mexican Grill (CMG) 0.1 $266k 5.3k 50.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $264k 3.2k 81.67
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $264k 3.1k 84.51
Union Pacific Corporation (UNP) 0.1 $264k 1.1k 236.28
Boeing Company (BA) 0.1 $264k 1.5k 170.55
Xylem (XYL) 0.1 $261k 2.2k 119.46
Jacobs Engineering Group (J) 0.1 $261k 2.2k 120.87
Proshares Tr Bitcoin Etf (BITO) 0.1 $260k 14k 18.32
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $253k 3.6k 70.20
Crispr Therapeutics Namen Akt (CRSP) 0.1 $253k 7.4k 34.03
British Amern Tob Sponsored Adr (BTI) 0.1 $250k 6.0k 41.38
Synchrony Financial (SYF) 0.1 $248k 4.7k 52.96
American Intl Group Com New (AIG) 0.1 $247k 2.8k 86.89
Medtronic SHS (MDT) 0.1 $246k 2.7k 89.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $246k 3.1k 78.84
Paccar (PCAR) 0.1 $245k 2.5k 97.37
Ishares Tr U.s. Energy Etf (IYE) 0.1 $244k 4.9k 49.35
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $243k 4.0k 60.66
Ark Etf Tr Innovation Etf (ARKK) 0.1 $242k 5.1k 47.58
Select Sector Spdr Tr Communication (XLC) 0.1 $242k 2.5k 96.45
Verizon Communications (VZ) 0.1 $241k 5.3k 45.36
Procore Technologies (PCOR) 0.1 $239k 3.6k 66.02
Royal Caribbean Cruises (RCL) 0.1 $237k 1.2k 205.38
Otis Worldwide Corp (OTIS) 0.1 $235k 2.3k 103.20
Ishares Tr Msci China Etf (MCHI) 0.1 $235k 4.3k 54.40
Fidelity National Information Services (FIS) 0.1 $234k 3.1k 74.69
Teradyne (TER) 0.1 $232k 2.8k 82.60
Boston Scientific Corporation (BSX) 0.1 $232k 2.3k 100.88
Natera (NTRA) 0.1 $231k 1.6k 141.41
United Rentals (URI) 0.1 $227k 362.00 626.18
Deere & Company (DE) 0.1 $225k 478.00 469.82
Colgate-Palmolive Company (CL) 0.1 $224k 2.4k 93.70
Novartis Sponsored Adr (NVS) 0.1 $221k 2.0k 111.48
Rollins (ROL) 0.1 $219k 4.0k 54.03
Spdr Ser Tr S&p Biotech (XBI) 0.1 $217k 2.7k 81.10
Super Micro Computer Com New (SMCI) 0.1 $215k 6.3k 34.24
Pulte (PHM) 0.1 $214k 2.1k 102.70
Gilead Sciences (GILD) 0.1 $212k 1.9k 112.07
Hubspot (HUBS) 0.1 $210k 368.00 571.29
Deckers Outdoor Corporation (DECK) 0.1 $209k 1.9k 111.81
Honeywell International (HON) 0.1 $208k 980.00 211.78
Lowe's Companies (LOW) 0.1 $206k 881.00 233.29
Leidos Holdings (LDOS) 0.1 $205k 1.5k 134.97
TJX Companies (TJX) 0.1 $202k 1.7k 121.80
At&t (T) 0.1 $201k 7.1k 28.28
Nu Hldgs Ord Shs Cl A (NU) 0.1 $198k 19k 10.24
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $139k 26k 5.29
Archer Aviation Com Cl A (ACHR) 0.0 $134k 19k 7.11
10x Genomics Cl A Com (TXG) 0.0 $101k 12k 8.73
Intellia Therapeutics (NTLA) 0.0 $84k 12k 7.11
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $38k 10k 3.82
Pacific Biosciences of California (PACB) 0.0 $28k 24k 1.18