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CIK: 0001845998
Total reported value
$531.7M
$531.7M
247 檔
8.5%
During the Q4 2024 filing period, Interchange Capital Partners, LLC (CIK: 0001845998) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $531.7M across 247 reported positions.
In Q4 2024, Interchange Capital Partners, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-Other | 3.76% | -0.98% | +1.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.65% | -1.20% | -2.95% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.01% | -0.07% | +45.64% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.94% | -0.82% | -1.34% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.65% | -4.63% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.38% | -10.95% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.29% | -0.06% | -8.00% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.01% | -0.98% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | +0.08% | -9.21% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.72% | -0.81% | -5.50% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +1.12% | +4.92% | |
| 12 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.45% | +0.19% | -8.09% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.31% | +4.18% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.33% | +0.01% | -1.99% | |
| 15 | MDCX | Medicus Pharma LTD | Stock-Other | 1.31% | -1.81% | — | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.31% | -0.74% | -2.06% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.28% | -0.32% | -2.59% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.86% | -1.79% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.54% | -1.52% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | -0.29% | -5.53% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.55% | -2.15% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.02% | -0.56% | -4.10% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | -0.14% | -5.97% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | -0.23% | -1.09% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.88% | -0.31% | -1.09% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.86% | -0.17% | -3.82% | |
| 27 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.82% | -0.34% | -17.22% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | -0.08% | -4.87% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.77% | -0.32% | -11.00% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.76% | -0.24% | +3.97% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | -0.15% | +15.20% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.76% | -0.20% | -4.18% | |
| 33 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.72% | -0.24% | -5.62% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.19% | -7.24% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | -0.14% | -0.01% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.32% | -34.00% | |
| 37 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.67% | -0.15% | -2.84% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.26% | -12.43% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.09% | -2.03% | |
| 40 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.64% | -0.17% | -0.03% | |
| 41 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.64% | +0.05% | +5.49% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.61% | +4.12% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.41% | -0.11% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.23% | -10.14% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.59% | -0.11% | -3.14% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | -0.07% | -2.28% | |
| 47 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.58% | +0.01% | -6.23% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.10% | -6.20% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.12% | -6.96% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | -0.28% | -9.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDCX | Medicus Pharma LTD | +1.3% | NEW | New buy |
| 2 | JMST | JPM Ultra-short Muni Income | +1% | +45.64% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | -9.21% | Trim |
| 4 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.3% | -0.98% | Trim |
| 6 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | -4.10% | Trim |
| 7 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +109.26% | Add |
| 9 | APP | Applovin Corp-class A | +0.2% | -1.61% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | -2.95% | Trim |
| 11 | NVDA | Nvidia CORP | +0.2% | +4.92% | Add |
| 12 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.2% | +4.12% | Add |
| 14 | FTNT | Fortinet Inc | +0.2% | NEW | New buy |
| 15 | BITX | 2x Bitcoin Strategy ETF | +0.2% | NEW | New buy |
| 16 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.79% | Trim |
| 18 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | -1.52% | Trim |
| 20 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 22 | VTV | Vanguard Value ETF | -0.1% | -1.34% | Trim |
| 23 | EZU | Ishares Msci Eurozone ETF | -0.1% | -5.62% | Trim |
| 24 | IEMG | Ishares Core Msci Emerging | -0.1% | -1.99% | Trim |
| 25 | PEP | Pepsico Inc | -0.1% | -10.14% | Trim |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.1% | -25.44% | Trim |
| 27 | ILF | Ishares Latin America 40 ETF | -0.1% | EXIT | Sold out |
| 28 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | Sold out |
| 29 | MSFT | Microsoft CORP | -0.1% | -4.63% | Trim |
| 30 | HCA | Hca Healthcare Inc | -0.1% | -1.17% | Trim |
| 31 | MPC | Marathon Petroleum CORP | -0.1% | -6.23% | Trim |
| 32 | ZTS | Zoetis Inc | -0.1% | EXIT | Sold out |
| 33 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | EXIT | Sold out |
| 34 | VLUE | Ishares Msci USA Value Facto | -0.1% | -8.09% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -60.46% | Trim |
| 36 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 37 | JPST | Jpmorgan Ultra-short Income | -0.2% | -8.00% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.2% | -4.87% | Trim |
| 39 | PULS | Pgim Ultra Short Bond ETF | -0.2% | -17.22% | Trim |
| 40 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 41 | MDT | Medtronic plc | -0.2% | EXIT | Sold out |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | -10.95% | Trim |
| 43 | JSCP | Jpmorgan Short Duration Core | -0.2% | -43.16% | Trim |
| 44 | GNR | State Street Spdr S&p Global | -0.2% | EXIT | Sold out |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -5.50% | Trim |
| 46 | NOVAQ | Sunnova Energy International | -0.3% | EXIT | Sold out |
| 47 | IQLT | Ishares Msci International Q | -0.3% | +1.57% | Add |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -34.00% | Trim |
| 49 | CVS | Cvs Health CORP | -0.3% | EXIT | Sold out |
| 50 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Interchange Capital Partners, LLC reported a total U.S. public equity portfolio value of $531.7M across 247 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IQLT, AAPL, JMST) accounted for 8.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
MDCX
市值: $3.6M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $916.2K
During Q4 2024, Interchange Capital Partners, LLC's top holdings by market value included IQLT (3.8%)、AAPL (3.6%)、JMST (3.0%). The largest single position, IQLT, represented 3.8% of total portfolio value.
In Q4 2024, Interchange Capital Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 5 positions, trimming 24 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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