13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001042063
Total reported value
$510.3M
$510.3M
23 檔
72.5%
In Q1 2025, Welch Capital Partners Llc/ny's U.S. equity holdings reached a combined market value of $510.3M, distributed across 23 disclosed stock positions.
In Q1 2025, Welch Capital Partners Llc/ny displayed an active expansion posture, initiating 23 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 44.50% | -0.11% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.49% | -0.02% | -8.65% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 5.47% | -0.53% | -29.67% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.30% | -0.04% | +176.57% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.24% | +0.43% | -19.88% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.61% | +0.83% | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 2.21% | — | — | |
| 8 | STE | STERIS plc | Stock-Healthcare | 1.49% | -0.32% | — | |
| 9 | HUM | Humana Inc | Stock-Healthcare | 1.34% | — | -23.17% | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.00% | — | — | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | -0.02% | — | |
| 12 | ✓ | Bitcoin Depot Inc | Stock-Other | 0.35% | — | +85.08% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.30% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.03% | — | |
| 15 | INNV | Innovage Holding CORP | Stock-Other | 0.26% | -0.04% | +8.40% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | -3.11% | |
| 17 | CI | THE Cigna Group | Stock-Healthcare | 0.14% | -0.01% | — | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | +0.04% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 20 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.07% | — | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.07% | EXIT | |
| 22 | COP | Conocophillips | Stock-Energy | 0.05% | -0.06% | EXIT | |
| 23 | PIII | P3 Health Partners Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | BX | Blackstone Inc | — | NEW | New buy |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 7 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 8 | STE | STERIS plc | — | NEW | New buy |
| 9 | HUM | Humana Inc | — | NEW | New buy |
| 10 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 11 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 12 | ✓ | Bitcoin Depot Inc | — | NEW | New buy |
| 13 | AAPL | Apple Inc | — | NEW | New buy |
| 14 | MSFT | Microsoft CORP | — | NEW | New buy |
| 15 | INNV | Innovage Holding CORP | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | CI | THE Cigna Group | — | NEW | New buy |
| 18 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | COP | Conocophillips | — | NEW | New buy |
| 23 | PIII | P3 Health Partners Inc | — | NEW | New buy |
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 23 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, BX) accounted for 72.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $187.0M
During Q1 2025, Welch Capital Partners Llc/ny's top holdings by market value included VOO (44.5%)、SPY (28.5%)、BX (5.5%). The largest single position, VOO, represented 44.5% of total portfolio value.
In Q1 2025, Welch Capital Partners Llc/ny made 23 total portfolio adjustments, initiating 23 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.