WELCH CAPITAL PARTNERS LLC/NY 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WC WELCH CAPITAL PARTNERS LLC/NY | Institutional Filer | ▼ 10.97% | $444K | 26 |
Current Portfolio Holdings
Showing all 26 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 342K | $204K | 46.02% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 207K | $135K | 30.37% |
| 3 | GOOG | Alphabet Inc. | Technology | 91K | $26K | 5.88% |
| 4 | BX | Blackstone Inc. | Financial Services | 169K | $19K | 4.37% |
| 5 | VGT | VANGUARD WORLD FD | — | 27K | $19K | 4.29% |
| 6 | SPYM | SPDR SERIES TRUST | — | 120K | $9K | 2.07% |
| 7 | STE | STERIS plc | Healthcare | 34K | $8K | 1.71% |
| 8 | BA | The Boeing Company | Industrials | 30K | $6K | 1.34% |
| 9 | HSIC | Henry Schein, Inc. | Healthcare | 64K | $5K | 1.06% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | — | 12K | $2K | 0.54% |
| 11 | INNV | InnovAge Holding Corp. | Healthcare | 201K | $2K | 0.36% |
| 12 | AAPL | Apple Inc. | Technology | 6K | $1K | 0.32% |
| 13 | BLDR | Builders FirstSource, Inc. | Industrials | 16K | $1K | 0.30% |
| 14 | GOOGL | Alphabet Inc. | Technology | 4K | $1K | 0.27% |
| 15 | MSFT | Microsoft Corporation | Technology | 3K | $1K | 0.26% |
Showing 1 to 15 of 26 holdings