Sponsored
The Analysis of WELCH CAPITAL PARTNERS LLC/NY's Holdings & P&L
Currently, WELCH CAPITAL PARTNERS LLC/NY holds 26 types of securities in its portfolio with a total value $444.2K. In the most recent quarter, they have increased their positions in N/A (+342.1K shares, valued at $204.4K), SPY (+207.4K shares, valued at $134.9K), N/A (+91.1K shares, valued at $26.1K); initiated new positions in N/A (+342.1K shares, valued at $204.4K), SPY (+207.4K shares, valued at $134.9K), N/A (+91.1K shares, valued at $26.1K).
1M P&L
+10.7M+5.35%
3M P&L
-124.1M-37.01%
HY P&L
-116.6M-35.56%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A164.0K
89.8%
2Aerospace & Defense5.9K
3.3%
3Medical Distribution4.7K
2.6%
Top Industries by Stock Count
1N/A5 stocks
27.8%
2Consumer Electronics1 stocks
5.6%
3Banks - Diversified1 stocks
5.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.5K sharesnew addition2026-03-312026-05-07
Sponsored
Sponsored
VANGUARD INDEX FDS
NewVANGUARD INDEX FDS
Shares342.1K
Event2026-03-31
Filed2026-05-07
SPY
NewSPDR S&P 500 ETF TR
Shares207.4K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
NewALPHABET INC
Shares91.1K
Event2026-03-31
Filed2026-05-07
BLACKSTONE GROUP INC
NewBLACKSTONE GROUP INC
Shares168.8K
Event2026-03-31
Filed2026-05-07
VGT
NewVANGUARD WORLD FD
Shares27.3K
Event2026-03-31
Filed2026-05-07
SPYM
NewSPDR SERIES TRUST
Shares119.9K
Event2026-03-31
Filed2026-05-07
STERIS PLC
NewSTERIS PLC
Shares34.3K
Event2026-03-31
Filed2026-05-07
BA
NewBOEING CO
Shares29.8K
Event2026-03-31
Filed2026-05-07
HSIC
NewHENRY SCHEIN INC
Shares63.9K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
NewINVESCO EXCHANGE TRADED FD T
Shares12.5K
Event2026-03-31
Filed2026-05-07
INNV
NewINNOVAGE HLDG CORP
Shares200.5K
Event2026-03-31
Filed2026-05-07
AAPL
NewAPPLE INC
Shares5.6K
Event2026-03-31
Filed2026-05-07
BLDR
NewBUILDERS FIRSTSOURCE INC
Shares16.3K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
NewALPHABET INC
Shares4.2K
Event2026-03-31
Filed2026-05-07
MSFT
NewMICROSOFT CORP
Shares3.1K
Event2026-03-31
Filed2026-05-07
XLK
NewSELECT SECTOR SPDR TR
Shares4.8K
Event2026-03-31
Filed2026-05-07
GLW
NewCORNING INC
Shares4.2K
Event2026-03-31
Filed2026-05-07
CIGNA CORP NEW
NewCIGNA CORP NEW
Shares1.7K
Event2026-03-31
Filed2026-05-07
BK
NewBANK NEW YORK MELLON CORP
Shares3.7K
Event2026-03-31
Filed2026-05-07
XOM
NewEXXON MOBIL CORP
Shares1.8K
Event2026-03-31
Filed2026-05-07
HD
NewHOME DEPOT INC
Shares854
Event2026-03-31
Filed2026-05-07
JNJ
NewJOHNSON & JOHNSON
Shares1.1K
Event2026-03-31
Filed2026-05-07
ROK
NewROCKWELL AUTOMATION INC
Shares696
Event2026-03-31
Filed2026-05-07
COP
NewCONOCOPHILLIPS
Shares1.9K
Event2026-03-31
Filed2026-05-07
IEMG
NewISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-07
BITCOIN DEPOT INC
NewBITCOIN DEPOT INC
Shares35.1K
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available