Welch Capital Partners LLC/Ny Top Holdings and 13F Report (2025) About Welch Capital Partners LLC/NyInvestment ActivityWelch Capital Partners LLC/Ny has $449.16 thousand in total holdings as of June 30, 2025.Welch Capital Partners LLC/Ny owns shares of 21 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 0.68% of the portfolio was purchased this quarter.About 4.59% of the portfolio was sold this quarter.This quarter, Welch Capital Partners LLC/Ny has purchased 23 new stocks and bought additional shares in 3 stocks.Welch Capital Partners LLC/Ny sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $202,315SPDR S&P 500 ETF Trust $128,622Blackstone $25,253Alphabet $19,665SPDR Portfolio S&P 500 ETF $19,516 Largest New Holdings this Quarter 773903109 - Rockwell Automation $231 Holding219350105 - Corning $221 Holding Largest Purchases this Quarter Bitcoin Depot 318,940 shares (about $1.62K)Blackstone 4,508 shares (about $674.31)InnovAge 82,868 shares (about $305.79)Rockwell Automation 696 shares (about $231.00)Corning 4,194 shares (about $221.00) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 69,912 shares (about $5.08K)Vanguard S&P 500 ETF 7,649 shares (about $4.34K)SPDR S&P 500 ETF Trust 5,856 shares (about $3.62K)Alphabet 3,104 shares (about $550.63)Vanguard Information Technology ETF 666 shares (about $441.74) Sector Allocation Over TimeMap of 500 Largest Holdings ofWelch Capital Partners LLC/Ny Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$202,315$4,345 ▼-2.1%356,16945.0%ETFSPYSPDR S&P 500 ETF Trust$128,622$3,618 ▼-2.7%208,17728.6%FinanceBXBlackstone$25,253$674 ▲2.7%168,8265.6%FinanceGOOGAlphabet$19,665$551 ▼-2.7%110,8564.4%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$19,516$5,082 ▼-20.7%268,4854.3%ETFVGTVanguard Information Technology ETF$18,114$442 ▼-2.4%27,3104.0%ETFXLVHealth Care Select Sector SPDR Fund$8,363$194 ▼-2.3%62,0411.9%ETFBTMBitcoin Depot$6,516$1,617 ▲33.0%1,285,1901.5%FinanceSTESTERIS$6,480$162 ▼-2.4%26,9751.4%MedicalPYPLPayPal$4,642$149 ▼-3.1%62,4631.0%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$2,2700.0%12,4880.5%ETFINNVInnovAge$1,656$306 ▲22.6%448,7750.4%MedicalMSFTMicrosoft$1,5600.0%3,1370.3%Computer and TechnologyAAPLApple$1,149$17 ▼-1.5%5,6010.3%Computer and TechnologyGOOGLAlphabet$7400.0%4,2000.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$6050.0%2,3900.1%ETFCICigna Group$5900.0%1,7850.1%MedicalBKBank of New York Mellon$3370.0%3,7010.1%FinanceHDHome Depot$3130.0%8540.1%Retail/WholesaleROKRockwell Automation$231$231 ▲New Holding6960.1%Computer and TechnologyGLWCorning$221$221 ▲New Holding4,1940.0%Computer and TechnologyHUMHumana$0$5,610 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$216 ▼-100.0%00.0%EnergyCOPConocoPhillips$0$203 ▼-100.0%00.0%EnergyP3 HEALTH PARTNERS INC$0$15 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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