The Analysis of WELCH CAPITAL PARTNERS LLC/NY's Holdings

Currently, WELCH CAPITAL PARTNERS LLC/NY holds 26 types of securities in its portfolio with a total value $485.5K. In the most recent quarter, they have increased their positions in HSIC (+148.8K shares, valued at $9.9K), BA (+21.3K shares, valued at $4.6K), STE (+7.4K shares, valued at $1.8K); decreased their positions in SPYM (-118.0K shares, valued at $9.2K), XLV (-55.1K shares, valued at $7.7K), VOO (-414 shares, valued at $253.52503267698276); initiated new positions in HSIC (+148.8K shares, valued at $9.9K), BA (+21.3K shares, valued at $4.6K), XOM (+1.8K shares, valued at $204).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS355.8K shares-0.12%2025-09-302025-11-14

SPY SPDR S&P 500 ETF TR208.2K shares-0.01%2025-09-302025-11-14

BX BLACKSTONE GROUP INC168.8K shares0.00%2025-09-302025-11-14

GOOG ALPHABET INC110.9K shares0.00%2025-09-302025-11-14

VGT VANGUARD WORLD FD27.3K shares0.00%2025-09-302025-11-14

SPYM SPDR SERIES TRUST150.4K shares-43.97%2025-09-302025-11-14

HSIC HENRY SCHEIN INC148.8K sharesnew addition2025-09-302025-11-14

STE STERIS PLC34.4K shares27.55%2025-09-302025-11-14

Sponsored

BTM BITCOIN DEPOT INC1.5M shares14.33%2025-09-302025-11-14

BA BOEING CO21.3K sharesnew addition2025-09-302025-11-14

RSP INVESCO EXCHANGE TRADED FD T12.5K shares0.00%2025-09-302025-11-14

INNV INNOVAGE HLDG CORP447.0K shares-0.40%2025-09-302025-11-14

MSFT MICROSOFT CORP3.1K shares0.00%2025-09-302025-11-14

AAPL APPLE INC5.6K shares0.00%2025-09-302025-11-14

GOOGL ALPHABET INC4.2K shares0.00%2025-09-302025-11-14

XLV HEALTH CARE SELECT SECTOR SPDR TR6.9K shares-88.87%2025-09-302025-11-14