WELCH CAPITAL PARTNERS LLC/NY

Q3 2025 13F Holdings

  • Location
    harrison, NY
  • Num holdings

    26

  • Value ($000)

    $486

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$217.86K
45 %

355,755

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$138.68K
29 %

208,164

B
BX

BLACKSTONE GROUP INC

COM CL A
09260D107
$28.84K
6 %

168,826

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$27.00K
6 %

110,856

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$20.39K
4 %

27,310

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$11.79K
2 %

150,440

H
HSIC

HENRY SCHEIN INC

COM
806407102
$9.88K
2 %

148,829

---

STERIS PLC

SHS USD
G8473T100
$8.51K
2 %

34,407

B
BTM

BITCOIN DEPOT INC

COM
09174P105
$4.94K
1 %

1,469,313

B
BA

BOEING CO

COM
097023105
$4.59K
1 %

21,283

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