IC
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Interchange Capital Partners, LLC13F | |
| Interchange Capital Partners, LLC | |
| Last update 2025-04-30 | 299 Stocks (35 new) |
| Value $357.00 Mil | Turnover 27 % |
Interchange Capital Partners, ... Top Holdings of 2025-03-31
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| 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 | -1.97% | -28.17% | 509.7 | Medical Devices & Instruments | |
AAPL | Apple Inc | 80,430 | 17,865.5 | +98.89% | 5.000 | +2.49% | 0.000 | -9.15% | -19.54% | 3,002,101.0 | 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 | +0.88% | +1.62% | 4,015.2 | ||
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 | +7.96% | +16.92% | 11,857.0 | ||
MSFT | Microsoft Corp | 26,234 | 9,848.9 | +37.83% | 2.760 | +0.76% | 0.000 | +27.80% | +18.47% | 3,697,318.9 | Software | |
VTV | Vanguard Value ETF | 48,221 | 8,329.7 | +0.04% | 2.330 | 0% | 0.010 | +1.70% | +4.67% | 131,749.1 | ||
IVV | iShares Core S&P 500 ETF | 14,207 | 7,982.9 | +30.92% | 2.240 | +0.53% | 0.000 | +7.92% | +5.08% | 590,542.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 103,601 | 7,836.3 | +52.92% | 2.190 | +0.76% | 0.010 | +9.14% | +19.54% | 141,274.4 | ||
MDCX | Medicus Pharma Ltd | 1,661,871 | 6,182.2 | +14.05% | 1.730 | +0.21% | 12.370 | -7.74% | +27.57% | 49.4 | Drug Manufacturers | |
JPST | JPMorgan Ultra-Short Income ETF | 119,932 | 6,072.2 | -4.74% | 1.700 | -0.11% | 0.020 | +1.27% | +2.44% | 31,845.0 |
Interchange Capital Partners, LLC's Historical Top Holdings Breakdowns
Interchange Capital Partners, LLC's Top Stock Picks
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| 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 | $38.79 | -17.20% | New holding | 1,284,575 | 1,284,575 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +2.49% | 209.68 ($231.67) 247.1 | $201.00 | -13.24% | 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 | $50.89 | 0.14% | 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 | $56.48 | 11.62% | 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 | $82.53 | 10.36% | Add 52.92% | 103,601 | 35,852 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.76% | 375.39 ($407.71) 447.2 | $497.45 | 22.01% | 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 | $42.49 | 11.35% | 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 | $614.76 | 4.11% | Add 30.92% | 14,207 | 3,355 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.44% | 49.74 ($54.09) 58.96 | $62.80 | 16.10% | 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 | $306.78 | 16.01% | New holding | 4,703 | 4,703 |
Interchange Capital Partners, LLC Total Holding History ($B)
Interchange Capital Partners, LLC's Asset Allocation
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's Holdings Bubble Chart
Interchange Capital Partners, LLC News
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