- New Purchases: AAPL, KWR, XLK,
- Added Positions: BABA, VOO,
- Reduced Positions: IWO, FB, BXP, PS, PYPL,
For the details of WELCH CAPITAL PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/welch+capital+partners+llc/current-portfolio/portfolio
These are the top 5 holdings of WELCH CAPITAL PARTNERS LLC- VANGUARD INDEX FDS (VOO) - 383,033 shares, 35.69% of the total portfolio. Shares added by 4.28%
- SPDR S&P500 ETF TR (SPY) - 268,674 shares, 27.24% of the total portfolio.
- Blackstone Group Inc (BX) - 337,876 shares, 6.29% of the total portfolio. Shares reduced by 0.04%
- Alphabet Inc (GOOG) - 9,452 shares, 4.39% of the total portfolio. Shares reduced by 0.06%
- Alibaba Group Holding Ltd (BABA) - 55,398 shares, 3.93% of the total portfolio. Shares added by 95.90%
Welch Capital Partners Llc initiated holding in Apple Inc. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $452.98. The impact to a portfolio due to this purchase was 0.09%. The holding were 743 shares as of .
New Purchase: Quaker Chemical Corp (KWR)Welch Capital Partners Llc initiated holding in Quaker Chemical Corp. The purchase prices were between $112.01 and $198.16, with an estimated average price of $156.52. The stock is now traded at around $193.50. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,296 shares as of .
New Purchase: SELECT SECTOR SPDR (XLK)Welch Capital Partners Llc initiated holding in SELECT SECTOR SPDR. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $114.84. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,390 shares as of .
Added: Alibaba Group Holding Ltd (BABA)Welch Capital Partners Llc added to a holding in Alibaba Group Holding Ltd by 95.90%. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $256.65. The impact to a portfolio due to this purchase was 1.92%. The holding were 55,398 shares as of .
Here is the complete portfolio of WELCH CAPITAL PARTNERS LLC. Also check out:
1. WELCH CAPITAL PARTNERS LLC's Undervalued Stocks
2. WELCH CAPITAL PARTNERS LLC's Top Growth Companies, and
3. WELCH CAPITAL PARTNERS LLC's High Yield stocks
4. Stocks that WELCH CAPITAL PARTNERS LLC keeps buying