Notify me when WELCH CAPITAL PARTNERS LLC/NY files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 26 | $485,519,000 | +$17,742,720 | -$21,832,977 | -$4,090,257 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 14 Nov 2025, 15:16 |
| Q2 2025 | 21 | $449,158,000 | +$3,049,148 | -$20,604,261 | -$17,555,113 | VOO, SPY, BX, GOOG, SPLG | 13F-HR | 14 Aug 2025, 17:30 |
| Q1 2025 | 23 | $420,189,000 | +$15,396,212 | -$27,174,578 | -$11,778,366 | VOO, SPY, BX, SPLG, GOOG | 13F-HR | 09 May 2025, 15:59 |
| Q4 2024 | 21 | $463,081,000 | +$12,230,716 | -$9,031,481 | +$3,199,235 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 14 Feb 2025, 14:48 |
| Q3 2024 | 25 | $447,399,000 | +$3,756,846 | -$2,585,578 | +$1,171,268 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 12 Nov 2024, 17:45 |
| Q2 2024 | 22 | $422,372,000 | +$7,729,525 | -$3,906,027 | +$3,823,498 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 07 Aug 2024, 10:34 |
| Q1 2024 | 21 | $402,014,000 | +$285,191 | -$584,279 | -$299,088 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 13 May 2024, 15:38 |
| Q4 2023 | 20 | $375,800,000 | +$554,000 | -$9,395,376 | -$8,841,376 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 05 Feb 2024, 17:26 |
| Q3 2023 | 19 | $348,084,000 | +$1,108,887 | -$5,821,077 | -$4,712,190 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 06 Nov 2023, 14:13 |
| Q2 2023 | 18 | $357,971,000 | +$177,059 | -$420,541 | -$243,482 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 08 Aug 2023, 17:25 |
| Q1 2023 | 18 | $333,641,000 | +$2,703,739 | -$2,400,037 | +$303,702 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 11 May 2023, 14:39 |
| Q4 2022 | 31 | $313,387,000 | +$472,000 | -$2,014,101 | -$1,542,101 | VOO, SPY, BX, HUM, GOOG | 13F-HR | 02 Feb 2023, 16:20 |
| Q3 2022 | 31 | $305,175,000 | +$23,430,123 | -$577,647 | +$22,852,476 | VOO, SPY, BX, HUM, GOOG | 13F-HR | 07 Nov 2022, 17:00 |
| Q2 2022 | 35 | $325,144,000 | +$4,988,472 | -$13,981,231 | -$8,992,759 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 16 Aug 2022, 21:05 |
| Q1 2022 | 37 | $413,838,000 | +$8,867,410 | -$18,268,723 | -$9,401,313 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 13 May 2022, 15:09 |
| Q4 2021 | 46 | $454,375,000 | +$19,965,392 | -$15,502,598 | +$4,462,794 | VOO, SPY, BX, GOOG, RSP | 13F-HR | 07 Feb 2022, 17:45 |
| Q3 2021 | 21 | $412,686,000 | +$5,881,500 | -$22,123,645 | -$16,242,145 | VOO, SPY, BX, RSP, GOOG | 13F-HR | 03 Nov 2021, 21:24 |
| Q2 2021 | 21 | $424,815,000 | +$8,713,271 | -$6,500,081 | +$2,213,190 | VOO, SPY, BX, GOOG, RSP | 13F-HR | 13 Aug 2021, 16:41 |
| Q1 2021 | 23 | $382,685,000 | +$4,922,343 | -$5,487,447 | -$565,104 | VOO, SPY, BX, GOOG, PYPL | 13F-HR | 07 May 2021, 18:00 |
| Q4 2020 | 23 | $360,133,000 | +$15,935,071 | -$13,841,266 | +$2,093,805 | VOO, SPY, BX, GOOG, PYPL | 13F-HR | 10 Feb 2021, 12:16 |
| Q3 2020 | 23 | $325,950,000 | +$3,874,860 | -$3,182,457 | +$692,403 | VOO, SPY, BX, BABA, GOOG | 13F-HR | 12 Nov 2020, 11:50 |
| Q2 2020 | 24 | $304,155,000 | +$11,070,816 | -$14,860,001 | -$3,789,185 | VOO, SPY, BX, GOOG, BABA | 13F-HR | 07 Aug 2020, 09:36 |
| Q1 2020 | 21 | $250,414,000 | +$76,244,328 | -$75,863,691 | +$380,637 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 04 May 2020, 15:26 |
| Q4 2019 | 28 | $338,602,000 | +$13,303,981 | -$2,900,247 | +$10,403,734 | SPY, BX, VOO, GOOG, DAL | 13F-HR | 06 Feb 2020, 12:52 |
| Q3 2019 | 28 | $300,410,000 | +$10,135,578 | -$5,530,920 | +$4,604,658 | SPY, BX, VOO, GOOG, DAL | 13F-HR | 12 Nov 2019, 17:17 |
| Q2 2019 | 27 | $294,174,000 | +$29,126,764 | -$20,829,582 | +$8,297,182 | SPY, BX, VOO, GOOG, DAL | 13F-HR | 01 Aug 2019, 17:27 |
| Q1 2019 | 30 | $293,844,000 | +$27,021,209 | -$16,230,546 | +$10,790,663 | SPY, VOO, BXXXXX, GOOG, DAL | 13F-HR | 08 May 2019, 11:03 |
| Q4 2018 | 30 | $261,299,000 | +$132,651,995 | -$89,322,122 | +$43,329,873 | SPY, BXXXXX, C, GOOG, PYPL | 13F-HR | 05 Feb 2019, 10:20 |
| Q3 2018 | 33 | $305,315,000 | +$24,382,334 | -$2,506,162 | +$21,876,172 | VOO, SPY, BXXXXX, IWM, C | 13F-HR | 23 Oct 2018, 13:41 |
| Q2 2018 | 33 | $291,248,000 | +$9,293,743 | -$3,539,254 | +$5,754,489 | VOO, SPY, IWM, C, BXXXXX | 13F-HR | 01 Aug 2018, 12:56 |
| Q1 2018 | 37 | $291,039,000 | +$73,011,761 | -$9,779,849 | +$63,231,912 | VOO, SPY, IWM, C, BXXXXX | 13F-HR | 09 May 2018, 09:57 |
| Q4 2017 | 40 | $280,745,000 | +$39,711,251 | -$20,471,924 | +$19,239,327 | VOO, SPY, C, BXXXXX, DAL | 13F-HR | 09 Feb 2018, 14:18 |
| Q3 2017 | 44 | $296,786,000 | +$35,430,628 | -$22,272,179 | +$13,158,449 | SPY, C, BXXXXX, VOO, GOOG | 13F-HR | 08 Nov 2017, 09:57 |
| Q2 2017 | 42 | $302,010,000 | +$25,145,840 | -$36,326,451 | -$11,180,611 | SPY, C, BXXXXX, GOOG, STEXXXX | 13F-HR | 03 Aug 2017, 15:29 |
| Q1 2017 | 40 | $303,094,000 | +$51,752,610 | -$35,805,379 | +$15,947,231 | SPY, GOOG, C, BXXXXX, STEXXXX | Restatement | 03 Aug 2017, 15:17 |
| Q4 2016 | 40 | $295,799,000 | +$65,147,519 | -$37,972,489 | +$27,175,030 | SPY, C, GOOG, BXXXXX, STEXXXX | Restatement | 03 Aug 2017, 15:13 |
| Q3 2016 | 42 | $306,903,000 | +$71,935,378 | -$40,642,299 | +$31,293,079 | C, CVS, STEXXXX, GOOG, BXXXXX | 13F-HR | 27 Oct 2016, 14:35 |
| Q2 2016 | 38 | $277,811,000 | +$56,712,882 | -$37,692,482 | +$19,020,400 | EVHC, PINC, CVS, STEXXXX, C | 13F-HR | 09 Aug 2016, 11:28 |
| Q1 2016 | 34 | $273,381,000 | +$24,420,142 | -$30,674,777 | -$6,254,635 | ZBH, T, CVS, BXXXXX, C | 13F-HR | 11 May 2016, 15:03 |
| Q4 2015 | 32 | $275,807,000 | +$53,219,981 | -$18,417,751 | +$34,802,230 | ZBH, T, C, BXXXXX, PINC | 13F-HR | 11 Feb 2016, 13:17 |
| Q3 2015 | 34 | $294,149,000 | +$44,388,998 | -$11,377,749 | +$33,011,249 | ZBH, ORCL, BXXXXX, EVHC, C | 13F-HR | 27 Oct 2015, 11:34 |
| Q2 2015 | 39 | $335,555,000 | +$73,010,802 | -$19,873,307 | +$53,137,495 | ZBH, TV, ORCL, BXXXXX, C | 13F-HR | 11 Aug 2015, 16:42 |
| Q1 2015 | 34 | $308,069,000 | +$44,003,969 | -$45,113,740 | -$1,109,771 | ZBH, BXXXXX, ORCL, EVHC, C | 13F-HR | 14 May 2015, 09:53 |
| Q4 2014 | 35 | $316,149,000 | +$64,406,543 | -$17,461,311 | +$46,945,232 | ORCL, GOOGXXXX, HOT, ZBH, BXXXXX | 13F-HR | 09 Feb 2015, 09:09 |
| Q3 2014 | 37 | $304,359,000 | +$93,608,764 | -$28,552,853 | +$65,055,911 | HOT, SPY, ORCL, ZBH, EVHC | 13F-HR | 06 Nov 2014, 12:27 |
| Q2 2014 | 36 | $283,667,000 | +$62,037,914 | -$12,699,993 | +$49,337,921 | AIG, HOT, ORCL, HLF, UNH | 13F-HR | 22 Jul 2014, 11:40 |
| Q1 2014 | 36 | $280,806,000 | +$72,641,276 | -$30,030,729 | +$42,610,547 | AIG, ORCL, EBAY, UNH, EVHC | 13F-HR | 06 May 2014, 15:34 |
| Q4 2013 | 36 | $298,427,000 | $0 | VWO, EVHC, AIG, ORCL, DNKN | 13F-HR | 12 Feb 2014, 10:16 |