Welch Capital Partners LLC Portfolio Holdings by Sector

Welch Capital Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SPY SPLG VGT XLV RSP XLK 7 stocks	$379,805 85.8% of portfolio	-	5	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX BK 2 stocks	$25,590 5.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$20,405 4.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$6,480 1.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$4,642 1.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare INNV 1 stocks	$1,656 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,560 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,149 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI 1 stocks	$590 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$313 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$231 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$221 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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