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CIK: 0001042063
Total reported value
$510.3M
$510.3M
25 檔
78.0%
During the Q3 2024 filing period, Welch Capital Partners Llc/ny (CIK: 0001042063) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $510.3M across 25 reported positions.
During Q3 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 | 42.95% | -0.11% | -0.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 27.52% | -0.02% | — | |
| 3 | BX | Blackstone Inc | Stock-Financials | 9.45% | -0.53% | -0.15% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.32% | +0.43% | — | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.68% | +0.83% | — | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 2.19% | — | — | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.04% | +62.44% | |
| 8 | HUM | Humana Inc | Stock-Healthcare | 1.96% | — | -20.67% | |
| 9 | STE | STERIS plc | Stock-Healthcare | 1.50% | -0.32% | — | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.12% | — | -0.27% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.02% | — | |
| 12 | INNV | Innovage Holding CORP | Stock-Other | 0.45% | -0.04% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.03% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.30% | — | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.02% | — | |
| 16 | CI | THE Cigna Group | Stock-Healthcare | 0.14% | -0.01% | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | +0.04% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.06% | — | — | |
| 20 | KWR | Quaker Chemical Corporation | Stock-Other | 0.05% | +0.04% | NEW | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.07% | EXIT | |
| 22 | COP | Conocophillips | Stock-Energy | 0.05% | -0.06% | EXIT | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.05% | — | — | |
| 24 | ✓ | Bitcoin Depot Inc | Stock-Other | 0.03% | — | — | |
| 25 | ✓ | P3 Health Partners Inc | Stock-Other | 0.01% | — | — |
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 25 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, BX) accounted for 78.0% of total reported equity market value during Q3 2024.
During Q3 2024, Welch Capital Partners Llc/ny's top holdings by market value included VOO (43.0%)、SPY (27.5%)、BX (9.4%). The largest single position, VOO, represented 43.0% of total portfolio value.
In Q3 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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