WELCH CAPITAL PARTNERS LLC/NY
Q4 2024 13F Holdings
- Locationharrison, NY
- Num holdings
21
- Value ($000)
$463
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001042063
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $196.03K | 42 % | 363,818 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $137.32K | 30 % | 234,299 | ||
BX BLACKSTONE GROUP INC | COM CL A | 09260D107 | $40.28K | 9 % | 233,628 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $27.09K | 6 % | 142,233 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | $17.39K | 4 % | 27,976 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $8.73K | 2 % | 63,480 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $8.44K | 2 % | 122,353 | ||
HUM HUMANA INC | COM | 444859102 | $7.00K | 2 % | 27,598 | ||
STERIS PLC | SHS USD | G8473T100 | $5.68K | 1 % | 27,651 | ||
PYPL PAYPAL HLDGS INC | COM | 70450Y103 | $5.50K | 1 % | 64,474 |
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