Welch Capital Partners LLC Portfolio Holdings by Sector
Welch Capital Partners LLC
- $402 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO SPY VGT XLV SPLG XLK 6 stocks |
$313,026
77.86% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX BK 2 stocks |
$36,596
9.1% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$25,226
6.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
HUM CI 2 stocks |
$12,772
3.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
STE 1 stocks |
$6,216
1.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$4,398
1.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
INNV PIII 2 stocks |
$1,602
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$873
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$508
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$328
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
KWR 1 stocks |
$266
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$203
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|