WELCH CAPITAL PARTNERS LLC/NY - Portfolio overview

WELCH CAPITAL PARTNERS LLC/NY has 29 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 46.02%
2. SPY - SPDR S&P 500 ETF TR, 30.37%
3. GOOG - ALPHABET INC, 5.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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