Welch Capital Partners LLC Portfolio Holdings by Sector
Welch Capital Partners LLC
- $420 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO SPY SPLG VGT XLV RSP XLK 7 stocks |
$356,050
85.03% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX BK 2 stocks |
$23,278
5.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$18,453
4.41% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
STE 1 stocks |
$6,267
1.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
HUM CI 2 stocks |
$6,197
1.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$4,207
1.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,263
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,178
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
INNV 1 stocks |
$1,090
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$313
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$216
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$203
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|