Interchange Capital Partners, LLC
280 holdingsFiling period: 2026-03-31Current AUM: $352.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 72.5K | $17.2M | $20.9M | 5.94% | -12,233 | 2026-03-31 |
| 2 | IQLT | ISHARES TR | 298.1K | $11.8M | $12.8M | 3.64% | -30,819 | 2026-03-31 |
| 3 | JMST | J P MORGAN EXCHANGE TRADED F | 219.0K | $11.1M | $11.1M | 3.16% | -535,001 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 24.8K | $9.3M | $11.6M | 3.30% | -8,603 | 2026-03-31 |
| 5 | ASST | STRIVE INC | 880.6K | $8.8M | $9.8M | 2.78% | -- | 2026-03-31 |
| 6 | VTV | VANGUARD INDEX FDS | 47.9K | $8.3M | $9.3M | 2.63% | +481 | 2026-03-31 |
| 7 | IEFA | ISHARES TR | 85.4K | $6.7M | $7.3M | 2.06% | -8,109 | 2026-03-31 |
| 8 | MDCX | MEDICUS PHARMA LTD | 1.66M | $6.2M | $3.7M | 1.05% | +75.0K | 2026-03-31 |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 119.9K | $6.1M | $6.1M | 1.72% | -44,648 | 2026-03-31 |
| 10 | IVV | ISHARES TR | 10.7K | $6.1M | $7.0M | 1.97% | -895 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 26.1K | $5.0M | $6.5M | 1.84% | -7,655 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 38.5K | $4.8M | $5.5M | 1.57% | -24,572 | 2026-03-31 |
| 13 | IEMG | ISHARES INC | 79.7K | $4.3M | $4.8M | 1.36% | -35,225 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 7.5K | $4.3M | $4.2M | 1.18% | -1,680 | 2026-03-31 |
| 15 | QUAL | ISHARES TR | 24.1K | $4.1M | $4.7M | 1.34% | +7.3K | 2026-03-31 |
| 16 | VLUE | ISHARES TR | 38.4K | $4.1M | $5.5M | 1.56% | -697 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 21.8K | $3.9M | $4.8M | 1.37% | -5,510 | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 14.7K | $3.8M | $4.6M | 1.29% | -2,123 | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 6.0K | $3.6M | $4.2M | 1.18% | -334 | 2026-03-31 |
| 20 | TSLA | TESLA INC | 12.4K | $3.4M | $2.8M | 0.81% | -1,856 | 2026-03-31 |
| 21 | ABBV | ABBVIE INC | 15.0K | $3.2M | $3.6M | 1.03% | -1,287 | 2026-03-31 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | 51.5K | $2.9M | $3.0M | 0.85% | -9,593 | 2026-03-31 |
| 23 | IVW | ISHARES TR | 31.4K | $2.9M | $3.5M | 1.00% | +4.2K | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 7.7K | $2.8M | $2.8M | 0.80% | +1.9K | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 17.6K | $2.8M | $3.4M | 0.97% | -2,388 | 2026-03-31 |
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