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CIK: 0001042063
Total reported value
$510.3M
$510.3M
21 檔
71.2%
The Q1 2024 SEC filing reveals that Welch Capital Partners Llc/ny held a total portfolio value of $510.3M, covering 21 public equity positions.
During Q1 2024, Welch Capital Partners Llc/ny's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 43.60% | -0.11% | -0.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 27.93% | -0.02% | -0.04% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 9.05% | -0.53% | -0.08% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.11% | +0.43% | -1.90% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.66% | +0.83% | — | |
| 6 | HUM | Humana Inc | Stock-Healthcare | 3.01% | — | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 2.33% | — | — | |
| 8 | STE | STERIS plc | Stock-Healthcare | 1.55% | -0.32% | — | |
| 9 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.09% | — | — | |
| 10 | INNV | Innovage Holding CORP | Stock-Other | 0.37% | -0.04% | — | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.04% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.03% | — | |
| 13 | CI | THE Cigna Group | Stock-Healthcare | 0.16% | -0.01% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.02% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.13% | — | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | +0.04% | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 18 | KWR | Quaker Chemical Corporation | Stock-Other | 0.07% | +0.04% | NEW | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.05% | — | — | |
| 20 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.05% | +0.01% | — | |
| 21 | ✓ | P3 Health Partners Inc | Stock-Other | 0.03% | — | +234.33% |
According to official SEC Form 13F filings, Welch Capital Partners Llc/ny reported a total U.S. public equity portfolio value of $510.3M across 21 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, BX) accounted for 71.2% of total reported equity market value during Q1 2024.
During Q1 2024, Welch Capital Partners Llc/ny's top holdings by market value included VOO (43.6%)、SPY (27.9%)、BX (9.1%). The largest single position, VOO, represented 43.6% of total portfolio value.
In Q1 2024, Welch Capital Partners Llc/ny made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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