WELCH CAPITAL PARTNERS LLC/NY
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationharrison, NY
- CIK0001042063
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
23 | $421.00K | VOO, SPY, BX, KRE | 13F-HR | May 9, 2025 | 000104206325000004 | ||
21 | $464.00K | VOO, SPY, BX, GOOG | 13F-HR | Feb 14, 2025 | 000104206325000002 | ||
25 | $448.00K | VOO, SPY, BX, GOOG | 13F-HR | Nov 13, 2024 | 000104206324000009 | ||
22 | $423.00K | VOO, SPY, BX, GOOG | 13F-HR | Aug 7, 2024 | 000104206324000007 | ||
21 | $403.00K | VOO, SPY, BX, GOOG | 13F-HR | May 13, 2024 | 000104206324000005 | ||
20 | $376.00K | VOO, SPY, BX, GOOG | 13F-HR | Feb 5, 2024 | 000104206324000003 | ||
18 | $349.00K | VOO, SPY, BX, GOOG | 13F-HR | Nov 6, 2023 | 000104206323000008 | ||
18 | $358.00K | VOO, SPY, BX, GOOG | 13F-HR | Aug 8, 2023 | 000104206323000006 | ||
18 | $334.00K | VOO, SPY, BX, GOOG | 13F-HR | May 11, 2023 | 000104206323000004 | ||
31 | $314.00K | VOO, SPY, BX, HUM | 13F-HR | Feb 2, 2023 | 000104206323000002 | ||
31 | $305.18M | VOO, SPY, BX, HUM | 13F-HR | Nov 8, 2022 | 000104206322000008 | ||
35 | $325.14M | VOO, SPY, BX, GOOG | 13F-HR | Aug 17, 2022 | 000104206322000006 | ||
37 | $413.84M | VOO, SPY, BX, GOOG | 13F-HR | May 13, 2022 | 000104206322000004 | ||
46 | $454.38M | VOO, SPY, BX, GOOG | 13F-HR | Feb 8, 2022 | 000104206322000002 | ||
21 | $412.69M | VOO, SPY, BX, RSP | 13F-HR | Nov 4, 2021 | 000104206321000009 | ||
21 | $424.81M | VOO, SPY, BX, GOOG | 13F-HR | Aug 13, 2021 | 000104206321000007 | ||
23 | $382.69M | VOO, SPY, BX, GOOG | 13F-HR | May 10, 2021 | 000104206321000005 | ||
23 | $360.13M | VOO, SPY, BX, GOOG | 13F-HR | Feb 10, 2021 | 000104206321000003 | ||
23 | $325.95M | VOO, SPY, BX, BABA | 13F-HR | Nov 12, 2020 | 000104206320000008 | ||
24 | $304.15M | VOO, SPY, BX, GOOG | 13F-HR | Aug 7, 2020 | 000104206320000006 | ||
21 | $250.41M | VOO, SPY, BX, GOOG | 13F-HR | May 4, 2020 | 000104206320000004 | ||
28 | $338.60M | SPY, BX, VOO, GOOG | 13F-HR | Feb 6, 2020 | 000104206320000002 | ||
28 | $300.41M | SPY, BX, VOO, GOOG | 13F-HR | Nov 13, 2019 | 000104206319000008 | ||
27 | $294.17M | SPY, BX, VOO, GOOG | 13F-HR | Aug 1, 2019 | 000104206319000006 | ||
30 | $293.84M | SPY, VOO, BX, GOOG | 13F-HR | May 8, 2019 | 000104206319000004 | ||
30 | $261.30M | SPY, BX, C, GOOG | 13F-HR | Feb 5, 2019 | 000104206319000002 | ||
33 | $305.31M | VOO, SPY, BX, IWM | 13F-HR | Oct 23, 2018 | 000104206318000009 | ||
33 | $291.25M | VOO, SPY, IWM, C | 13F-HR | Aug 1, 2018 | 000104206318000007 | ||
37 | $291.04M | VOO, SPY, IWM, C | 13F-HR | May 9, 2018 | 000104206318000004 | ||
40 | $280.75M | VOO, SPY, C, BX | 13F-HR | Feb 9, 2018 | 000104206318000002 | ||
44 | $296.79M | SPY, C, BX, VOO | 13F-HR | Nov 8, 2017 | 000104206317000011 | ||
42 | $302.01M | SPY, C, BX, GOOG | 13F-HR | Aug 3, 2017 | 000104206317000009 | ||
40 | $303.09M | SPY, GOOG, C, BX | RESTATEMENT | Aug 3, 2017 | 000104206317000008 | ||
41 | $295.80M | SPY, C, GOOG, BX | RESTATEMENT | Aug 3, 2017 | 000104206317000007 | ||
42 | $306.90M | C, CVS, STERIS PLC, GOOG | 13F-HR | Oct 27, 2016 | 000104206316000013 | ||
38 | $277.81M | 1469138D, PINC, CVS, STERIS PLC | 13F-HR | Aug 9, 2016 | 000104206316000011 | ||
35 | $273.38M | ZBH, T, CVS, BX | 13F-HR | May 11, 2016 | 000104206316000008 | ||
35 | $296.44M | ZBH, T, C, BX | 13F-HR | Feb 11, 2016 | 000104206316000006 | ||
34 | $294.15M | ZBH, ORCL, BX, 1469138D | 13F-HR | Oct 27, 2015 | 000104206315000004 | ||
39 | $335.56M | ZBH, TLV, ORCL, BX | 13F-HR | Aug 11, 2015 | 000104206315000003 | ||
34 | $308.07M | ZBH, BX, ORCL, 1469138D | 13F-HR | May 14, 2015 | 000104206315000002 | ||
35 | $316.15M | ORCL, GOOGL, HOT, ZBH | 13F-HR | Feb 9, 2015 | 000104206315000001 | ||
37 | $304.36M | HOT, SPY, ORCL, ZBH | 13F-HR | Nov 6, 2014 | 000104206314000008 | ||
36 | $283.67M | AIG, HOT, ORCL, HERBALIFE NUTRITION LTD | 13F-HR | Jul 22, 2014 | 000104206314000006 | ||
36 | $280.81M | AIG, ORCL, EBA, UNH | 13F-HR | May 6, 2014 | 000104206314000003 | ||
36 | $298.43M | VWO, 1469138D, AIG, ORCL | 13F-HR | Feb 12, 2014 | 000104206314000001 |