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 S&P 500 ETF (VOO) - 384,193 shares, 36.72% of the total portfolio. Shares reduced by 0.15%
- S&P 500 ETF TRUST ETF (SPY) - 230,757 shares, 24.00% of the total portfolio. Shares reduced by 0.06%
- Blackstone Inc (BX) - 305,986 shares, 8.63% of the total portfolio. Shares reduced by 11.84%
- Invesco S&P 500 Equal Weight ETF (RSP) - 176,733 shares, 6.42% of the total portfolio. Shares added by 27.29%
- Alphabet Inc (GOOG) - 9,418 shares, 6.08% of the total portfolio.
Welch Capital Partners Llc initiated holding in Rockwell Automation Inc. The purchase prices were between $284 and $327.14, with an estimated average price of $306.95. The stock is now traded at around $341.930200. The impact to a portfolio due to this purchase was 0.05%. The holding were 696 shares as of 2021-09-30.
Added: Invesco S&P 500 Equal Weight ETF (RSP)Welch Capital Partners Llc added to a holding in Invesco S&P 500 Equal Weight ETF by 27.29%. The purchase prices were between $146.61 and $157.39, with an estimated average price of $153.1. The stock is now traded at around $160.710000. The impact to a portfolio due to this purchase was 1.38%. The holding were 176,733 shares as of 2021-09-30.
Sold Out: Alibaba Group Holding Ltd (BABA)Welch Capital Partners Llc sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.
Here is the complete portfolio of WELCH CAPITAL PARTNERS LLC. Also check out:
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