Fund HoldingsWELCH CAPITAL PARTNERS LLC/NY

Total Portfolio Value
$402.0K
Total Bought
$274
Total Sold
$27.7K
Net Transaction
-$27.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD INDEX FDS364,666364,600-6615917543.60%+16
SPDR S&P 500 ETF TR(SPY)214,713214,625-8810211227.93%+10
ALPHABET INC(GOOG)164,513161,383-3,13023256.11%+1
VANGUARD WORLD FDS
INF TECH ETF
28,06228,062014153.66%+1
SELECT SECTOR SPDR TR
ST STR CARE ETF
63,48063,4800992.33%+1
PAYPAL HLDGS INC(PYPL)65,64965,6490441.09%0
BANK NEW YORK MELLON CORP03,701+3,701000.05%0
STERIS PLC(STE)27,65127,6510661.55%0
CIGNA CORP NEW(CI)1,8151,8150110.16%0
BLACKSTONE GROUP INC(BX)277,177276,949-22836369.05%0
MICROSOFT CORP(MSFT)2,0752,0750110.22%0
SPDR SER TR
ST STR P500ETF
14,78014,7800110.23%0
P3 HEALTH PARTNERS INC(PIII)30,000100,300+70,300000.03%0
ALPHABET INC(GOOG)4,3354,3350110.16%0
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,3902,3900000.12%0
HOME DEPOT INC(HD)8548540000.08%0
QUAKER HOUGHTON(KWR)1,2961,2960000.07%-0
ROCKWELL AUTOMATION INC(ROK)6966960000.05%-0
APPLE INC(AAPL)2,9632,9630110.13%-0
INNOVAGE HLDG CORP(INNV)337,558337,5580210.37%-1
HUMANA INC(HUM)34,93534,935016123.01%-4
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