WELCH CAPITAL PARTNERS LLC/NY
Q1 2025 13F Holdings
- Locationharrison, NY
- Num holdings
23
- Value ($000)
$420
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001042063
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD WORLD FDS | S&P 500 ETF SHS | 922908363 | $186.97K | 45 % | 363,818 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $119.73K | 29 % | 214,033 | ||
BX BLACKSTONE GROUP INC | COM CL A | 09260D107 | $22.97K | 6 % | 164,318 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $22.25K | 5 % | 338,397 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $17.80K | 4 % | 113,960 | ||
VANGUARD INDEX FDS | INF TECH ETF | 92204A702 | $15.17K | 4 % | 27,976 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $9.27K | 2 % | 63,480 | ||
STERIS PLC | SHS USD | G8473T100 | $6.27K | 2 % | 27,651 | ||
HUM HUMANA INC | COM | 444859102 | $5.61K | 1 % | 21,203 | ||
PYPL PAYPAL HLDGS INC | COM | 70450Y103 | $4.21K | 1 % | 64,474 |
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