Interchange Capital Partners, LLC
CIK Number: 0001845998
Main Sectors:
Top Industries:
Filing Date: Apr 30, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SMLR | Semler Scientif... | 35.13 | -1.24% | 1.28M | +100.00% | 46.5M | 36.2 | 13.02% | Share |
| 2 | AAPL | Apple Inc. | 232.81 | -0.22% | 80.43K | +98.89% | 17.87M | 208.52 | 5.00% | Share |
| 3 | JMST | JPMorgan Ultra-... | 50.98 | -0.01% | 243.54K | +47.90% | 12.38M | 50.72 | 3.47% | Share |
| 4 | IQLT | iShares MSCI In... | 42.98 | -0.14% | 299.48K | +6.64% | 11.88M | 31.66 | 3.33% | Share |
| 5 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 26.23K | +37.83% | 9.85M | 384.53 | 2.76% | Share |
| 6 | VTV | Vanguard Value ... | 180.44 | -0.2% | 48.22K | +0.04% | 8.33M | 142.96 | 2.33% | Share |
| 7 | IVV | iShares Core S&... | 648.15 | +0.01% | 14.21K | +30.92% | 7.98M | 444.47 | 2.24% | Share |
| 8 | IEFA | iShares Core MS... | 85.61 | -0.04% | 103.6K | +52.92% | 7.84M | 71.58 | 2.19% | Share |
| 9 | MDCXW | Medicus Pharma ... | 0.65 | -19.95% | 1.66M | +14.05% | 6.18M | 2.64 | 1.73% | Share |
| 10 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 119.93K | -4.74% | 6.07M | 50.25 | 1.70% | Share |
| 11 | VEA | Vanguard Develo... | 58.60 | -0.18% | 109.47K | +188.90% | 5.56M | 48.13 | 1.56% | Share |
| 12 | IEMG | iShares Core MS... | 61.97 | -1.17% | 90.07K | +27.59% | 4.86M | 53.92 | 1.36% | Share |
| 13 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 24.73K | +0.78% | 4.7M | 157.62 | 1.32% | Share |
| 14 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 69.63K | +61.68% | 4.1M | 46.65 | 1.15% | Share |
| 15 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 23.97K | +17.70% | 4.1M | 138.95 | 1.15% | Share |
| 16 | VLUE | iShares MSCI US... | 117.91 | +0.15% | 38.39K | +0.63% | 4.09M | 108.89 | 1.15% | Share |
| 17 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 36.49K | +21.51% | 3.95M | 90.63 | 1.11% | Share |
| 18 | META | Meta Platforms,... | 781.96 | +0.24% | 6.74K | +4.42% | 3.88M | 427.5 | 1.09% | Share |
| 19 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 62.45K | +0.85% | 3.57M | 56.65 | 1.00% | Share |
| 20 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 13.95K | +22.59% | 3.42M | 202.11 | 0.96% | Share |
| 21 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 12.02K | -1.59% | 3.12M | 210.21 | 0.87% | Share |
| 22 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 14.71K | +0.35% | 3.08M | 169.46 | 0.86% | Share |
| 23 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 19.52K | +3.79% | 3.02M | 141.05 | 0.85% | Share |
| 24 | IVW | iShares S&P 500... | 115.82 | +0.14% | 30.66K | +1.66% | 2.85M | 84.15 | 0.80% | Share |
| 25 | HD | The Home Depot,... | 400.32 | -1.68% | 7.66K | +0.20% | 2.81M | 328.03 | 0.79% | Share |
| 26 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 16.33K | +1.74% | 2.55M | 172.08 | 0.71% | Share |
| 27 | GBTC | Grayscale Bitco... | 92.76 | -3.98% | 37.48K | -2.3% | 2.44M | 58.27 | 0.68% | Share |
| 28 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 47.75K | +2.31% | 2.33M | 44.76 | 0.65% | Share |
| 29 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 4.42K | -1.6% | 2.32M | 482.34 | 0.65% | Share |
| 30 | VYMI | Vanguard Intern... | 83.82 | -0.14% | 31.24K | +1.29% | 2.3M | 65.59 | 0.64% | Share |
| 31 | V | Visa Inc. | 345.40 | +0.83% | 6.38K | +2.57% | 2.24M | 244.25 | 0.63% | Share |
| 32 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 4.15K | +3.72% | 2.21M | 422.54 | 0.62% | Share |
| 33 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 42.88K | -6.53% | 2.13M | 49.48 | 0.60% | Share |
| 34 | DFIV | Dimensional Int... | 45.24 | -0.02% | 53.62K | +100.00% | 2.11M | 39.36 | 0.59% | Share |
| 35 | IVE | iShares S&P 500... | 202.03 | -0.1% | 10.99K | +44.01% | 2.1M | 187.07 | 0.59% | Share |
| 36 | ABT | Abbott Laborato... | 129.32 | -0.06% | 15.28K | +2.80% | 2.03M | 105.07 | 0.57% | Share |
| 37 | EZU | iShares MSCI Eu... | 60.74 | +0.50% | 36.27K | -14.81% | 1.93M | 42.94 | 0.54% | Share |
| 38 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 34.51K | -21.17% | 1.9M | 57.63 | 0.53% | Share |
| 39 | BBJP | JPMorgan BetaBu... | 65.05 | -0.63% | 33.78K | +0.26% | 1.9M | 50.57 | 0.53% | Share |
| 40 | VTI | Vanguard Total ... | 317.25 | -0.13% | 6.66K | -0.14% | 1.83M | 267.15 | 0.51% | Share |
| 41 | FBND | Fidelity Total ... | 45.83 | -0.31% | 39.94K | -6.9% | 1.82M | 45.28 | 0.51% | Share |
| 42 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 3.2K | -1.51% | 1.79M | 420.97 | 0.50% | Share |
| 43 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 30.37K | -24.47% | 1.79M | 53.2 | 0.50% | Share |
| 44 | MPC | Marathon Petrol... | 162.32 | +0.36% | 12.02K | +5.40% | 1.75M | 145.52 | 0.49% | Share |
| 45 | JHMM | John Hancock Mu... | 63.00 | -1.04% | 29.81K | +1.05% | 1.71M | 54.3 | 0.48% | Share |
| 46 | MA | Mastercard Inco... | 583.65 | +0.99% | 3.03K | +2.71% | 1.66M | 418.58 | 0.47% | Share |
| 47 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 11.02K | +2.59% | 1.65M | 165.32 | 0.46% | Share |
| 48 | RTX | RTX Corporation | 155.06 | -0.42% | 12.25K | +7.96% | 1.62M | 99.07 | 0.45% | Share |
| 49 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 2 | 0.00% | 1.6M | 610460 | 0.45% | Share |
| 50 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 15.96K | +1.66% | 1.57M | 86.97 | 0.44% | Share |
| 51 | IJR | iShares Core S&... | 115.17 | -1.4% | 14.32K | +2.06% | 1.5M | 99.82 | 0.42% | Share |
| 52 | AXP | American Expres... | 307.72 | +0.28% | 5.54K | +0.54% | 1.49M | 216.78 | 0.42% | Share |
| 53 | FICO | Fair Isaac Corp... | 1318.23 | -1.28% | 801 | +12.03% | 1.48M | 1533.83 | 0.41% | Share |
| 54 | DGRW | WisdomTree U.S.... | 87.19 | -0.33% | 18.43K | -0.73% | 1.47M | 57.83 | 0.41% | Share |
| 55 | MS | Morgan Stanley | 148.51 | +0.51% | 12.57K | +0.14% | 1.47M | 96.64 | 0.41% | Share |
| 56 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 5.51K | -0.18% | 1.42M | 222.12 | 0.40% | Share |
| 57 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 8.35K | +11.33% | 1.4M | 141.81 | 0.39% | Share |
| 58 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 9.9K | +2.35% | 1.39M | 118.17 | 0.39% | Share |
| 59 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 3.91K | +9.57% | 1.38M | 387.62 | 0.39% | Share |
| 60 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 4.7K | +100.00% | 1.36M | 288.14 | 0.38% | Share |
| 61 | NEE | NextEra Energy,... | 72.22 | -0.1% | 17.82K | +2.98% | 1.26M | 69.93 | 0.35% | Share |
| 62 | SHOP | Shopify Inc. | 144.27 | -3.88% | 13.17K | -4.55% | 1.26M | 60.05 | 0.35% | Share |
| 63 | HCA | HCA Healthcare,... | 393.61 | +0.81% | 3.57K | -1.52% | 1.23M | 296.83 | 0.35% | Share |
| 64 | EQT | EQT Corporation | 52.06 | +1.13% | 22.6K | -11.67% | 1.21M | 36.76 | 0.34% | Share |
| 65 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 14.94K | -2.6% | 1.2M | 50.37 | 0.34% | Share |
| 66 | IBM | International B... | 237.04 | -1.26% | 4.83K | +27.07% | 1.2M | 190.77 | 0.34% | Share |
| 67 | YUM | Yum! Brands, In... | 146.79 | +1.38% | 7.57K | +0.09% | 1.19M | 129.73 | 0.33% | Share |
| 68 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 4.42K | +8.66% | 1.19M | 230.37 | 0.33% | Share |
| 69 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 11.06K | -48.93% | 1.11M | 93.53 | 0.31% | Share |
| 70 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 24.39K | -13.83% | 1.1M | 42.91 | 0.31% | Share |
| 71 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 6.51K | +17.64% | 1.08M | 182.55 | 0.30% | Share |
| 72 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 1.26K | +6.69% | 1.04M | 759.49 | 0.29% | Share |
| 73 | IWF | iShares Russell... | 450.40 | +0.11% | 2.86K | -1.14% | 1.03M | 281.22 | 0.29% | Share |
| 74 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 7.15K | +4.44% | 999.81K | 124.11 | 0.28% | Share |
| 75 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 1.07K | +1.81% | 998.74K | 667.27 | 0.28% | Share |
| 76 | SCZ | iShares MSCI EA... | 75.10 | -0.29% | 15.6K | +0.57% | 991.28K | 63.14 | 0.28% | Share |
| 77 | XLV | Health Care Sel... | 133.94 | +0.49% | 6.77K | +0.15% | 988.67K | 131.95 | 0.28% | Share |
| 78 | CVX | Chevron Corpora... | 155.20 | -0.43% | 5.76K | +12.10% | 964.15K | 152.62 | 0.27% | Share |
| 79 | COST | Costco Wholesal... | 975.42 | -0.35% | 1.01K | +2.43% | 957K | 724.77 | 0.27% | Share |
| 80 | PM | Philip Morris I... | 165.25 | -0.38% | 5.92K | +0.20% | 939.81K | 101.4 | 0.26% | Share |
| 81 | VUG | Vanguard Growth... | 463.54 | +0.15% | 2.52K | -1.8% | 932.62K | 308.76 | 0.26% | Share |
| 82 | ARKB | ARK 21Shares Bi... | 39.22 | -3.97% | 10.78K | -12.29% | 886.28K | 69.78 | 0.25% | Share |
| 83 | VV | Vanguard Large ... | 297.69 | +0.03% | 3.39K | -3.37% | 870.82K | 221.26 | 0.24% | Share |
| 84 | ANET | Arista Networks... | 136.47 | -1.12% | 11.19K | +20.29% | 866.85K | 104.96 | 0.24% | Share |
| 85 | MRK | Merck & Co., In... | 82.74 | +0.04% | 9.48K | -14.09% | 851.11K | 124.43 | 0.24% | Share |
| 86 | IJH | iShares Core S&... | 63.85 | -1.31% | 14.57K | +0.82% | 849.9K | 54.05 | 0.24% | Share |
| 87 | FTEC | Fidelity MSCI I... | 209.57 | -0.39% | 5.17K | +0.14% | 834.41K | 174.48 | 0.23% | Share |
| 88 | PLTR | Palantir Techno... | 181.00 | -1.83% | 9.86K | -20.74% | 831.85K | 19.07 | 0.23% | Share |
| 89 | AMAT | Applied Materia... | 188.22 | -0.95% | 5.53K | +254.98% | 802K | 170.41 | 0.22% | Share |
| 90 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 4.75K | -7.66% | 787.53K | 150.41 | 0.22% | Share |
| 91 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 5.79K | +0.26% | 785.73K | 125.49 | 0.22% | Share |
| 92 | ADBE | Adobe Inc. | 348.58 | -0.71% | 2.04K | -5.65% | 781.04K | 491.25 | 0.22% | Share |
| 93 | IUSV | iShares Core S&... | 97.89 | -0.13% | 8.45K | +0.36% | 779.38K | 76.64 | 0.22% | Share |
| 94 | APP | AppLovin Corpor... | 433.49 | -2.89% | 2.94K | -10.89% | 778.75K | 130.55 | 0.22% | Share |
| 95 | XLF | Financial Selec... | 53.01 | +0.47% | 15.31K | +68.39% | 762.41K | 42.55 | 0.21% | Share |
| 96 | HELO | JPMorgan Hedged... | 63.97 | +0.10% | 12.52K | +25.83% | 746.95K | 61.56 | 0.21% | Share |
| 97 | CMCSA | Comcast Corpora... | 32.88 | -0.17% | 19.87K | -13.03% | 733.13K | 40.58 | 0.21% | Share |
| 98 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.42K | +0.14% | 729.35K | 501.42 | 0.20% | Share |
| 99 | PNC | The PNC Financi... | 194.55 | +0.59% | 4.11K | +0.02% | 721.56K | 156.14 | 0.20% | Share |
| 100 | VFMV | Vanguard U.S. M... | 129.85 | -0.58% | 5.56K | 0.00% | 704.17K | 113.29 | 0.20% | Share |
| 101 | MAR | Marriott Intern... | 266.49 | -1.19% | 2.92K | +2.21% | 694.78K | 239.63 | 0.19% | Share |
| 102 | BLDR | Builders FirstS... | 138.21 | -4.29% | 5.53K | +14.99% | 691.17K | 132.81 | 0.19% | Share |
| 103 | XLE | Energy Select S... | 85.55 | -0.11% | 7.36K | -36.24% | 687.93K | 71.11 | 0.19% | Share |
| 104 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 8.41K | -2.42% | 687.55K | 75.56 | 0.19% | Share |
| 105 | MTUM | iShares MSCI US... | 245.98 | -0.11% | 3.39K | -0.85% | 685.62K | 206.92 | 0.19% | Share |
| 106 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 4.01K | +0.33% | 684.44K | 129.9 | 0.19% | Share |
| 107 | OEF | iShares S&P 100... | 320.97 | +0.14% | 2.52K | +100.00% | 683.84K | 270.83 | 0.19% | Share |
| 108 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 855 | +1.18% | 680.69K | 794.27 | 0.19% | Share |
| 109 | BAC | Bank of America... | 47.70 | +0.97% | 16.16K | +1.24% | 674.2K | 36.14 | 0.19% | Share |
| 110 | ICE | Intercontinenta... | 182.62 | +0.67% | 3.86K | +3.46% | 665.06K | 126.21 | 0.19% | Share |
| 111 | AXON | Axon Enterprise... | 749.81 | -2.05% | 1.25K | -4.27% | 659.55K | 298.49 | 0.18% | Share |
| 112 | TRV | The Travelers C... | 268.64 | -0.25% | 2.47K | +5.02% | 652.95K | 206.31 | 0.18% | Share |
| 113 | JSCP | JPMorgan Short ... | 47.39 | -0.14% | 13.6K | 0.00% | 642.06K | 46.16 | 0.18% | Share |
| 114 | WMT | Walmart Inc. | 100.84 | -0.15% | 7.22K | +2.03% | 634.11K | 69.01 | 0.18% | Share |
| 115 | IWM | iShares Russell... | 228.20 | -1.31% | 3.08K | -4.55% | 614.63K | 205.52 | 0.17% | Share |
| 116 | PGR | The Progressive... | 250.95 | +0.71% | 2.1K | +3.39% | 594.95K | 213.35 | 0.17% | Share |
| 117 | AMD | Advanced Micro ... | 180.97 | -1.87% | 5.79K | +22.97% | 594.56K | 98.27 | 0.17% | Share |
| 118 | MCK | McKesson Corpor... | 673.84 | +1.61% | 879 | +22.94% | 591.17K | 602.5 | 0.17% | Share |
| 119 | MGV | Vanguard Mega C... | 133.01 | -0.08% | 4.49K | +1.52% | 578.11K | 97.79 | 0.16% | Share |
| 120 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 1.16K | +0.78% | 577.99K | 554.13 | 0.16% | Share |
| 121 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 8.05K | +23.50% | 577.99K | 61.55 | 0.16% | Share |
| 122 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 1.13K | +6.19% | 575.09K | 444.47 | 0.16% | Share |
| 123 | PG | The Procter & G... | 153.70 | -1.1% | 3.3K | +2.10% | 562.65K | 155.41 | 0.16% | Share |
| 124 | DIS | The Walt Disney... | 116.33 | -0.27% | 5.67K | -5.01% | 560.04K | 112.19 | 0.16% | Share |
| 125 | ROKU | Roku, Inc. | 87.53 | -0.64% | 7.95K | -35.38% | 559.93K | 64.41 | 0.16% | Share |
| 126 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 8.83K | -2.34% | 544.95K | 50.26 | 0.15% | Share |
| 127 | ROK | Rockwell Automa... | 347.55 | -0.42% | 2.08K | 0.00% | 538.41K | 265.57 | 0.15% | Share |
| 128 | GE | GE Aerospace | 269.72 | +0.32% | 2.68K | +36.21% | 536.73K | 170.44 | 0.15% | Share |
| 129 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 1.08K | +13.71% | 533.9K | 342.13 | 0.15% | Share |
| 130 | KO | The Coca-Cola C... | 69.52 | -1.33% | 7.44K | -4.32% | 532.66K | 61.71 | 0.15% | Share |
| 131 | CDNS | Cadence Design ... | 348.98 | -0.04% | 2.08K | +26.23% | 528.75K | 265.95 | 0.15% | Share |
| 132 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 1.09K | +5.02% | 527.48K | 445.31 | 0.15% | Share |
| 133 | COIN | Coinbase Global... | 324.84 | -0.66% | 3.04K | +5.40% | 524.44K | 74.66 | 0.15% | Share |
| 134 | FTNT | Fortinet, Inc. | 77.25 | -2.62% | 5.37K | +21.06% | 516.82K | 94.79 | 0.14% | Share |
| 135 | IXJ | iShares Global ... | 85.64 | +0.29% | 5.63K | +0.11% | 513.49K | 85.46 | 0.14% | Share |
| 136 | HOOD | Robinhood Marke... | 110.69 | +1.91% | 12.11K | -21.13% | 503.81K | 10.18 | 0.14% | Share |
| 137 | ITA | iShares U.S. Ae... | 195.97 | -0.43% | 3.3K | +22.05% | 502.78K | 114.47 | 0.14% | Share |
| 138 | TMUS | T-Mobile US, In... | 250.25 | -0.24% | 1.86K | -8.58% | 497.67K | 151.46 | 0.14% | Share |
| 139 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 4.17K | -4.72% | 496.53K | 112.22 | 0.14% | Share |
| 140 | AMGN | Amgen Inc. | 290.28 | +0.33% | 1.55K | 0.00% | 481.67K | 311.01 | 0.13% | Share |
| 141 | DVY | iShares Select ... | 138.75 | -0.41% | 3.55K | -1.25% | 476.46K | 119.34 | 0.13% | Share |
| 142 | HEFA | iShares Currenc... | 38.95 | +0.53% | 12.87K | +100.00% | 466.9K | 36.29 | 0.13% | Share |
| 143 | CIBR | First Trust NAS... | 71.73 | -1.52% | 7.33K | -1.04% | 461.98K | 47.25 | 0.13% | Share |
| 144 | VGT | Vanguard Inform... | 704.44 | -0.4% | 851 | +3.53% | 461.02K | 496.59 | 0.13% | Share |
| 145 | HDV | iShares Core Hi... | 121.12 | -0.41% | 3.81K | 0.00% | 460.86K | 100.38 | 0.13% | Share |
| 146 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 3K | +0.81% | 460.06K | 174.79 | 0.13% | Share |
| 147 | INTU | Intuit Inc. | 710.55 | -0.16% | 743 | +3.19% | 456.23K | 565.14 | 0.13% | Share |
| 148 | BTC | Grayscale Bitco... | 52.26 | -4% | 12.44K | +16.67% | 453.97K | 41.1 | 0.13% | Share |
| 149 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 1.35K | +19.09% | 446.49K | 352.19 | 0.13% | Share |
| 150 | SOXX | iShares Semicon... | 254.14 | +0.10% | 2.31K | +24.89% | 441.22K | 228.62 | 0.12% | Share |