WC

WELCH CAPITAL PARTNERS LLC/NY

13F
WELCH CAPITAL PARTNERS LLC/NY
Last update 2025-05-09 23 Stocks (2 new)
Value $420.00 Mil Turnover 4 %
Countries:
Top Holdings: VOO(44.50%)SPY(28.49%)BX(5.47%)SPLG(5.30%)GOOG(4.24%)
Summary Stock Picks Current Portfolio
WELCH CAPITAL PARTNERS LLC/NY Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
363,818
186,970.0
0%
44.500
0%
0.030
+2.40%
+2.05%
614,193.9
 
SPY 		SPDR S&P 500 ETF Trust
214,033
119,730.0
-8.65%
28.490
-2.56%
0.020
+2.41%
+2.00%
609,628.4
 
BX 		Blackstone Inc
164,318
22,970.0
-29.67%
5.470
-2.58%
0.020
-11.70%
-18.12%
106,308.9
Asset Management
SPLG 		SPDR Portfolio S&P 500 ETF
338,397
22,250.0
+176.57%
5.300
+3.38%
0.040
+2.39%
+2.04%
68,214.9
 
GOOG 		Alphabet Inc
113,960
17,800.0
-19.88%
4.240
-1.16%
0.000
-0.13%
-11.55%
2,032,898.1
Interactive Media
VGT 		Vanguard Information Technology ETF
27,976
15,170.0
0%
3.610
0%
0.020
+7.49%
-0.02%
79,112.4
 
XLV 		Health Care Select Sector SPDR
63,480
9,270.0
0%
2.210
0%
0.020
-10.69%
-2.89%
34,602.8
 
STE 		Steris PLC
27,651
6,270.0
0%
1.490
0%
0.030
+9.00%
+18.41%
23,881.8
Medical Devices & Instruments
HUM 		Humana Inc
21,203
5,610.0
-23.17%
1.340
-0.35%
0.020
-10.15%
-7.38%
28,268.8
Healthcare Plans
PYPL 		PayPal Holdings Inc
64,474
4,210.0
0%
1.000
0%
0.010
+2.27%
-16.42%
69,375.6
Credit Services

WELCH CAPITAL PARTNERS LLC/NY's Historical Top Holdings Breakdowns

WELCH CAPITAL PARTNERS LLC/NY's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Add
+3.38%
●
64.88 ($69.16) 72.1
$70.11
1.38%
Add 176.57%
338,397
216,044
BX 		Blackstone Inc2025-03-31Reduce
-2.58%
●
136.53 ($162.31) 186.74
$139.01
-14.36%
Reduce -29.67%
164,318
-69,310
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-2.56%
●
551.42 ($587.78) 612.93
$596.02
1.40%
Reduce -8.65%
214,033
-20,266
GOOG 		Alphabet Inc2025-03-31Reduce
-1.16%
●
156.06 ($183.12) 207.71
$168.25
-8.12%
Reduce -19.88%
113,960
-28,273
HUM 		Humana Inc2025-03-31Reduce
-0.35%
●
249.11 ($270.45) 303.11
$234.22
-13.40%
Reduce -23.17%
21,203
-6,395
BTM 		Bitcoin Depot Inc2025-03-31Add
+0.16%
●
1.02 ($1.45) 1.79
$4.54
213.14%
Add 85.08%
966,250
444,177
COP 		ConocoPhillips2025-03-31New Buy
+0.05%
●
88.6 ($99.73) 105.85
$88.09
-11.67%
New holding
1,936
1,936
XOM 		Exxon Mobil Corp2025-03-31New Buy
+0.05%
●
105.44 ($110.59) 118.93
$103.91
-6.04%
New holding
1,813
1,813
INNV 		InnovAge Holding Corp2025-03-31Add
+0.02%
●
2.98 ($3.45) 3.98
$4.05
17.39%
Add 8.4%
365,907
28,349
GOOGL 		Alphabet Inc2025-03-31Reduce
-0.01%
●
154.33 ($181.36) 206.38
$166.76
-8.05%
Reduce -3.11%
4,200
-135

WELCH CAPITAL PARTNERS LLC/NY Total Holding History ($B)

To

WELCH CAPITAL PARTNERS LLC/NY's Asset Allocation

To

WELCH CAPITAL PARTNERS LLC/NY Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WELCH CAPITAL PARTNERS LLC/NY's Hypothetical Growth since 2025-03-31

WELCH CAPITAL PARTNERS LLC/NY's Yearly Returns

Year Portfolio % % Excess Gain %

WELCH CAPITAL PARTNERS LLC/NY's Holdings Heat Map

Size field:

WELCH CAPITAL PARTNERS LLC/NY's Holdings Bubble Chart

WELCH CAPITAL PARTNERS LLC/NY News

  • 1

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