WELCH CAPITAL PARTNERS LLC/NY

Q2 2025 13F Holdings

  • Location
    harrison, NY
  • Num holdings

    21

  • Value ($000)

    $449

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001042063
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD WORLD FDS

S&P 500 ETF SHS
922908363
$202.31K
45 %

356,169

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$128.62K
29 %

208,177

BX
BX

BLACKSTONE GROUP INC

COM CL A
09260D107
$25.25K
6 %

168,826

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$19.66K
4 %

110,856

KRE
KRE

SELECT SECTOR SPDR TR

PORTFOLIO S&P500
78464A854
$19.52K
4 %

268,485

---

VANGUARD INDEX FDS

INF TECH ETF
92204A702
$18.11K
4 %

27,310

XLV
XLV

HEALTH CARE SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$8.36K
2 %

62,041

BTM
BTM

BITCOIN DEPOT INC

COM
09174P105
$6.52K
2 %

1,285,190

---

SPDR SER TR

SHS USD
G8473T100
$6.48K
1 %

26,975

PYPL
PYPL

PAYPAL HLDGS INC

COM
70450Y103
$4.64K
1 %

62,463

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