IC

Interchange Capital Partners, LLC

13F
Interchange Capital Partners, LLC
Last update 2025-04-30 299 Stocks (35 new)
Value $357.00 Mil Turnover 27 %
Countries:
Interchange Capital Partners, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SMLR
Semler Scientific Inc
1,284,575
46,501.6
New Holding
13.020
+13.02%
11.070
+32.99%
-26.54%
560.9
Medical Devices & Instruments
AAPL
Apple Inc
80,430
17,865.5
+98.89%
5.000
+2.49%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
243,538
12,384.0
+47.90%
3.470
+1.12%
0.340
+1.30%
+1.92%
4,167.4
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
299,477
11,884.1
+6.64%
3.330
+0.21%
0.110
+9.55%
+16.87%
11,894.9
 
MSFT
Microsoft Corp
26,234
9,848.9
+37.83%
2.760
+0.76%
0.000
+42.29%
+21.48%
3,791,043.3
Software
VTV
Vanguard Value ETF
48,221
8,329.7
+0.04%
2.330
0%
0.010
+12.38%
+5.99%
133,164.7
 
IVV
iShares Core S&P 500 ETF
14,207
7,982.9
+30.92%
2.240
+0.53%
0.000
+22.72%
+7.98%
636,566.3
 
IEFA
iShares Core MSCI EAFE ETF
103,601
7,836.3
+52.92%
2.190
+0.76%
0.010
+12.67%
+20.28%
143,257.1
 
MDCX
Medicus Pharma Ltd
1,661,871
6,182.2
+14.05%
1.730
+0.21%
12.370
-24.63%
+25.93%
50.3
Drug Manufacturers
JPST
JPMorgan Ultra-Short Income ETF
119,932
6,072.2
-4.74%
1.700
-0.11%
0.020
+1.29%
+2.74%
32,239.8
 

Interchange Capital Partners, LLC's Historical Top Holdings Breakdowns

Interchange Capital Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SMLR
Semler Scientific Inc
2025-03-31
New Buy
New Buy
+13.02%
32.62 ($46.85) 64.94
$39.67
-15.33%
New holding
1,284,575
1,284,575
AAPL
Apple Inc
2025-03-31
Add
Add
+2.49%
209.68 ($231.67) 247.1
$212.48
-8.28%
Add 98.89%
80,430
39,990
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Add
Add
+1.12%
50.72 ($50.82) 50.92
$50.91
0.19%
Add 47.9%
243,538
78,877
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+1.02%
47.4 ($50.6) 52.99
$57.01
12.67%
Add 188.9%
109,470
71,578
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.76%
69.57 ($74.78) 78.65
$83.04
11.05%
Add 52.92%
103,601
35,852
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.76%
375.39 ($407.71) 447.2
$510.06
25.10%
Add 37.83%
26,234
7,200
DFIV
Dimensional International Value ETF
2025-03-31
New Buy
New Buy
+0.59%
35.33 ($38.16) 40.8
$43.05
12.81%
New holding
53,623
53,623
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.53%
554.06 ($590.51) 615.85
$631.73
6.98%
Add 30.92%
14,207
3,355
IAU
iShares Gold Trust
2025-03-31
Add
Add
+0.44%
49.74 ($54.09) 58.96
$64.09
18.49%
Add 61.68%
69,633
26,564
GLD
SPDR Gold Shares ETF
2025-03-31
New Buy
New Buy
+0.38%
243.19 ($264.45) 288.14
$313.13
18.41%
New holding
4,703
4,703

Interchange Capital Partners, LLC Total Holding History ($B)

To

Interchange Capital Partners, LLC's Asset Allocation

To

Interchange Capital Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Interchange Capital Partners, LLC's Hypothetical Growth since 2025-03-31

Interchange Capital Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Interchange Capital Partners, LLC's Holdings Heat Map

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Interchange Capital Partners, LLC News

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