Welch Capital Partners LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $420 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $187M, Spdr S&P 500 ETF Trust with a value of $120M, Blackstone Inc. with a value of $23M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.3M, and Alphabet Inc. with a value of $17.8M.

Examining the 13F form we can see an decrease of $42.9M in the current position value, from $463M to 420M.

Welch Capital Partners LLC is based out at Brooklyn, NY

Below you can find more details about Welch Capital Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $420 Million
ETFs: $356 Million
Financial Services: $27.5 Million
Communication Services: $18.5 Million
Healthcare: $13.6 Million
Technology: $2.44 Million
Energy: $419,000
Consumer Cyclical: $313,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $420 Million
  • Prior Value $463 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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