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CIK: 0001845998
Total reported value
$531.7M
$531.7M
269 檔
18.5%
At the close of Q1 2025, Interchange Capital Partners, LLC disclosed equity holdings valued at approximately $531.7M, spread across 269 reported holdings.
In Q1 2025, Interchange Capital Partners, LLC displayed an active expansion posture, initiating 29 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMLR | Semler Scientific Inc | Stock-Other | 13.02% | — | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.00% | -1.20% | +98.89% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.47% | -0.07% | +47.90% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 3.33% | -0.98% | +6.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | -0.65% | +37.83% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.33% | -0.82% | +0.04% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | -0.38% | +30.92% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.19% | -0.81% | +52.92% | |
| 9 | MDCX | Medicus Pharma LTD | Stock-Other | 1.73% | -1.81% | +14.05% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.70% | -0.06% | -4.74% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | -0.09% | +188.90% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.36% | +0.01% | +27.59% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.01% | +1.59% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.15% | -0.32% | +61.68% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.15% | -0.74% | +17.70% | |
| 16 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.15% | +0.19% | +0.63% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +1.12% | +22.51% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.31% | +4.42% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.00% | -0.32% | +0.85% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.14% | +22.59% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.08% | -1.59% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | -0.23% | +0.35% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.86% | +3.79% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | -0.29% | +1.66% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.55% | +0.20% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.54% | +5.28% | |
| 27 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.68% | -0.56% | -2.30% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.65% | -0.17% | +2.31% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | -0.08% | -1.60% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.64% | -0.20% | +1.29% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.19% | +2.57% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.26% | +3.72% | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.60% | -0.34% | -6.53% | |
| 34 | DFIV | Dimensional International Va | ETF-Other | 0.59% | -0.11% | — | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.10% | +44.01% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.41% | +2.80% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.54% | -0.24% | -14.81% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.53% | -0.31% | -21.17% | |
| 39 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.53% | -0.15% | +0.26% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.14% | -0.14% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.51% | -0.17% | -6.90% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.32% | -1.51% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.24% | -24.47% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.49% | +0.01% | +5.40% | |
| 45 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.48% | +0.05% | +1.05% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.12% | +2.71% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.23% | +13.75% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.06% | +7.96% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.22% | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.44% | -0.18% | +1.66% |
According to official SEC Form 13F filings, Interchange Capital Partners, LLC reported a total U.S. public equity portfolio value of $531.7M across 269 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SMLR, AAPL, JMST) accounted for 18.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SMLR
市值: $46.5M
Top Position Liquidated / Trimmed
MUB
前期市值: $1.7M
During Q1 2025, Interchange Capital Partners, LLC's top holdings by market value included SMLR (13.0%)、AAPL (5.0%)、JMST (3.5%). The largest single position, SMLR, represented 13.0% of total portfolio value.
In Q1 2025, Interchange Capital Partners, LLC made 50 total portfolio adjustments, initiating 29 new buys, adding to 20 positions, trimming 0 holdings, and fully liquidating 1 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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