Interchange Capital Partners, LLC

Q4 2024 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    266

  • Value ($000)

    $277,301

  • Date Filed
    02/11/2025
  • Form type
    13F-HR
  • CIK
    0001845998
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$10.43M
4 %

280,826

AAPL
AAPL

APPLE INC

COM
037833100
$10.12M
4 %

40,440

JMST
JMST

J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL
46641Q654
$8.35M
3 %

164,661

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$8.16M
3 %

48,202

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.03M
3 %

19,034

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.39M
2 %

10,852

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$6.34M
2 %

125,900

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.38M
2 %

24,535

TSLA
TSLA

TESLA INC

COM
88160R101
$4.93M
2 %

12,214

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$4.76M
2 %

67,749

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