Welch Capital Partners LLC/Ny Top Holdings and 13F Report (2025) About Welch Capital Partners LLC/NyInvestment ActivityWelch Capital Partners LLC/Ny has $420.19 thousand in total holdings as of March 31, 2025.Welch Capital Partners LLC/Ny owns shares of 23 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.66% of the portfolio was purchased this quarter.About 6.47% of the portfolio was sold this quarter.This quarter, Welch Capital Partners LLC/Ny has purchased 21 new stocks and bought additional shares in 3 stocks.Welch Capital Partners LLC/Ny sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $186,970SPDR S&P 500 ETF Trust $119,728Blackstone $22,968SPDR Portfolio S&P 500 ETF $22,253Alphabet $17,804 Largest New Holdings this Quarter 30231G102 - Exxon Mobil $216 Holding20825C104 - ConocoPhillips $203 Holding744413204 - P3 HEALTH PARTNERS INC $15 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 216,044 shares (about $14.21K)Bitcoin Depot 444,177 shares (about $670.69)Exxon Mobil 1,813 shares (about $216.00)ConocoPhillips 1,936 shares (about $203.00)InnovAge 28,349 shares (about $84.45) Largest Sales this Quarter SPDR S&P 500 ETF Trust 20,266 shares (about $11.34K)Blackstone 69,310 shares (about $9.69K)Alphabet 28,273 shares (about $4.42K)Humana 6,395 shares (about $1.69K)Alphabet 135 shares (about $20.86) 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$186,9700.0%363,81844.5%ETFSPYSPDR S&P 500 ETF Trust$119,728$11,337 ▼-8.6%214,03328.5%FinanceBXBlackstone$22,968$9,688 ▼-29.7%164,3185.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$22,253$14,207 ▲176.6%338,3975.3%ETFGOOGAlphabet$17,804$4,417 ▼-19.9%113,9604.2%Computer and TechnologyVGTVanguard Information Technology ETF$15,1740.0%27,9763.6%ETFXLVHealth Care Select Sector SPDR Fund$9,2690.0%63,4802.2%ETFSTESTERIS$6,2670.0%27,6511.5%MedicalHUMHumana$5,610$1,692 ▼-23.2%21,2031.3%MedicalPYPLPayPal$4,2070.0%64,4741.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,1630.0%12,4880.5%ETFBTMBitcoin Depot$1,459$671 ▲85.1%966,2500.3%FinanceAAPLApple$1,2630.0%5,6850.3%Computer and TechnologyMSFTMicrosoft$1,1780.0%3,1370.3%Computer and TechnologyINNVInnovAge$1,090$84 ▲8.4%365,9070.3%MedicalGOOGLAlphabet$649$21 ▼-3.1%4,2000.2%Computer and TechnologyCIThe Cigna Group$5870.0%1,7850.1%MedicalXLKTechnology Select Sector SPDR Fund$4930.0%2,3900.1%ETFHDHome Depot$3130.0%8540.1%Retail/WholesaleBKBank of New York Mellon$3100.0%3,7010.1%FinanceXOMExxon Mobil$216$216 ▲New Holding1,8130.1%EnergyCOPConocoPhillips$203$203 ▲New Holding1,9360.0%EnergyP3 HEALTH PARTNERS INC$15$15 ▲New Holding90,0000.0%COM CL APIIIP3 Health Partners$0$20 ▼-100.0%00.0%MedicalShowing 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.
