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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 26 | $498,926,000 | +$3,032,081 | -$2,195,584 | +$836,497 | VOO, SPY, GOOG, BX, VGT | 13F-HR | 12 Feb 2026, 15:46 |
| Q3 2025 | 26 | $485,519,000 | +$17,742,713 | -$21,832,973 | -$4,090,260 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 14 Nov 2025, 15:16 |
| Q2 2025 | 21 | $449,158,000 | +$3,049,141 | -$20,604,262 | -$17,555,121 | VOO, SPY, BX, GOOG, SPLG | 13F-HR | 14 Aug 2025, 17:30 |
| Q1 2025 | 23 | $420,189,000 | +$15,396,201 | -$27,174,582 | -$11,778,381 | VOO, SPY, BX, SPLG, GOOG | 13F-HR | 09 May 2025, 15:59 |
| Q4 2024 | 21 | $463,081,000 | +$12,230,700 | -$9,031,481 | +$3,199,219 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 14 Feb 2025, 14:48 |
| Q3 2024 | 25 | $447,399,000 | +$3,756,845 | -$2,585,578 | +$1,171,267 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 12 Nov 2024, 17:45 |
| Q2 2024 | 22 | $422,372,000 | +$7,729,526 | -$3,906,029 | +$3,823,497 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 07 Aug 2024, 10:34 |
| Q1 2024 | 21 | $402,014,000 | +$285,192 | -$584,279 | -$299,087 | VOO, SPY, BX, GOOG, VGT | 13F-HR | 13 May 2024, 15:38 |
| Q4 2023 | 20 | $375,800,000 | +$554,000 | -$9,395,385 | -$8,841,385 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 05 Feb 2024, 17:26 |
| Q3 2023 | 18 | $348,084,000 | +$1,108,887 | -$5,821,078 | -$4,712,191 | 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 | +$2,703,738 | -$6,783,036 | -$4,079,298 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 11 May 2023, 14:39 |
| Q4 2022 | 31 | $313,387,000 | +$472,000 | -$6,444,101 | -$5,972,101 | VOO, SPY, BX, HUM, GOOG | 13F-HR | 02 Feb 2023, 17:20 |
| Q3 2022 | 31 | $305,175,000 | +$23,430,116 | -$11,191,647 | +$12,238,469 | VOO, SPY, BX, HUM, GOOG | 13F-HR | 07 Nov 2022, 18:00 |
| Q2 2022 | 35 | $325,144,000 | +$4,988,473 | -$14,912,230 | -$9,923,757 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 16 Aug 2022, 21:05 |
| Q1 2022 | 37 | $413,838,000 | +$8,867,410 | -$23,965,718 | -$15,098,308 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 13 May 2022, 15:09 |
| Q4 2021 | 46 | $454,375,000 | +$19,965,411 | -$15,502,599 | +$4,462,812 | VOO, SPY, BX, GOOG, RSP | 13F-HR | 07 Feb 2022, 18:45 |
| Q3 2021 | 21 | $412,686,000 | +$5,881,500 | -$22,123,641 | -$16,242,141 | VOO, SPY, BX, RSP, GOOG | 13F-HR | 03 Nov 2021, 21:24 |
| Q2 2021 | 21 | $424,815,000 | +$8,713,272 | -$6,500,078 | +$2,213,194 | VOO, SPY, BX, GOOG, RSP | 13F-HR | 13 Aug 2021, 16:41 |
| Q1 2021 | 23 | $382,685,000 | +$4,922,343 | -$5,487,449 | -$565,106 | VOO, SPY, BX, GOOG, PYPL | 13F-HR | 07 May 2021, 18:00 |
| Q4 2020 | 23 | $360,133,000 | +$15,935,074 | -$16,635,267 | -$700,193 | VOO, SPY, BX, GOOG, PYPL | 13F-HR | 10 Feb 2021, 13:16 |
| Q3 2020 | 23 | $325,950,000 | +$3,874,861 | -$5,792,457 | -$1,917,596 | VOO, SPY, BX, BABA, GOOG | 13F-HR | 12 Nov 2020, 12:50 |
| Q2 2020 | 24 | $304,155,000 | +$11,070,816 | -$14,860,000 | -$3,789,184 | VOO, SPY, BX, GOOG, BABA | 13F-HR | 07 Aug 2020, 09:36 |
| Q1 2020 | 21 | $250,414,000 | +$76,244,337 | -$105,030,698 | -$28,786,361 | VOO, SPY, BX, GOOG, HUM | 13F-HR | 04 May 2020, 15:26 |
| Q4 2019 | 28 | $338,602,000 | +$13,303,976 | -$4,760,247 | +$8,543,729 | SPY, BX, VOO, GOOG, DAL | 13F-HR | 06 Feb 2020, 13:52 |
| Q3 2019 | 28 | $300,410,000 | +$10,135,569 | -$6,536,922 | +$3,598,647 | SPY, BX, VOO, GOOG, DAL | 13F-HR | 12 Nov 2019, 18:17 |
| Q2 2019 | 27 | $294,174,000 | +$29,126,772 | -$40,517,584 | -$11,390,812 | SPY, BX, VOO, GOOG, DAL | 13F-HR | 01 Aug 2019, 17:27 |
| Q1 2019 | 30 | $293,844,000 | +$27,021,212 | -$30,238,542 | -$3,217,330 | SPY, VOO, BX, GOOG, DAL | 13F-HR | 08 May 2019, 11:03 |
| Q4 2018 | 30 | $261,299,000 | +$132,651,989 | -$139,584,119 | -$6,932,130 | SPY, BX, C, GOOG, PYPL | 13F-HR | 05 Feb 2019, 11:20 |
| Q3 2018 | 33 | $305,315,000 | +$24,382,335 | -$27,425,163 | -$3,042,828 | VOO, SPY, BX, IWM, C | 13F-HR | 23 Oct 2018, 13:41 |
| Q2 2018 | 33 | $291,248,000 | +$9,293,742 | -$17,774,254 | -$8,480,512 | VOO, SPY, IWM, C, BX | 13F-HR | 01 Aug 2018, 12:56 |
| Q1 2018 | 37 | $291,039,000 | +$73,011,766 | -$59,402,847 | +$13,608,919 | VOO, SPY, IWM, C, BX | 13F-HR | 09 May 2018, 09:57 |
| Q4 2017 | 40 | $280,745,000 | +$39,711,254 | -$60,740,916 | -$21,029,662 | VOO, SPY, C, BX, DAL | 13F-HR | 09 Feb 2018, 15:18 |
| Q3 2017 | 44 | $296,786,000 | +$35,430,621 | -$41,207,175 | -$5,776,554 | SPY, C, BX, VOO, GOOG | 13F-HR | 08 Nov 2017, 10:57 |
| Q2 2017 | 42 | $302,010,000 | +$25,145,835 | -$41,851,452 | -$16,705,617 | SPY, C, BX, GOOG, STE | 13F-HR | 03 Aug 2017, 15:29 |
| Q1 2017 | 40 | $303,094,000 | +$51,752,614 | -$55,493,379 | -$3,740,765 | SPY, GOOG, C, BX, STE | Restatement | 03 Aug 2017, 15:17 |
| Q4 2016 | 40 | $295,799,000 | +$65,147,519 | -$82,674,489 | -$17,526,970 | SPY, C, GOOG, BX, STE | Restatement | 03 Aug 2017, 15:13 |
| Q3 2016 | 42 | $306,903,000 | +$71,935,382 | -$58,009,297 | +$13,926,085 | C, CVS, STE, GOOG, BX | 13F-HR | 27 Oct 2016, 14:35 |
| Q2 2016 | 38 | $277,811,000 | +$56,712,927 | -$58,344,485 | -$1,631,558 | EVHC, PINC, CVS, STE, C | 13F-HR | 09 Aug 2016, 11:28 |
| Q1 2016 | 34 | $273,381,000 | +$24,420,152 | -$29,630,061 | -$5,209,909 | ZBH, T, CVS, BX, C | 13F-HR | 11 May 2016, 15:03 |
| Q4 2015 | 34 | $283,403,000 | +$57,980,850 | -$71,512,748 | -$13,531,898 | ZBH, T, C, BX, PINC | 13F-HR | 11 Feb 2016, 14:17 |
| Q3 2015 | 34 | $294,149,000 | +$44,389,005 | -$62,961,746 | -$18,572,741 | ZBH, ORCL, BX, EVHC, C | 13F-HR | 27 Oct 2015, 11:34 |
| Q2 2015 | 39 | $335,555,000 | +$73,010,800 | -$52,948,307 | +$20,062,493 | ZBH, TV, ORCL, BX, C | 13F-HR | 11 Aug 2015, 16:42 |
| Q1 2015 | 34 | $308,069,000 | +$44,003,960 | -$62,104,749 | -$18,100,789 | ZBH, BX, ORCL, EVHC, C | 13F-HR | 14 May 2015, 09:53 |
| Q4 2014 | 35 | $316,149,000 | +$64,406,556 | -$51,473,308 | +$12,933,248 | ORCL, GOOG, HOT, ZBH, BX | 13F-HR | 09 Feb 2015, 10:09 |
| Q3 2014 | 36 | $286,745,000 | +$75,994,772 | -$79,348,859 | -$3,354,087 | HOT, ORCL, ZBH, EVHC, MS | 13F-HR | 06 Nov 2014, 13:27 |
| Q2 2014 | 36 | $283,667,000 | +$62,037,926 | -$55,884,997 | +$6,152,929 | AIG, HOT, ORCL, HLF, UNH | 13F-HR | 22 Jul 2014, 11:40 |
| Q1 2014 | 36 | $280,806,000 | +$72,641,297 | -$92,667,708 | -$20,026,411 | AIG, ORCL, EBAY, UNH, EVHC | 13F-HR | 06 May 2014, 15:34 |
| Q4 2013 | 36 | $298,427,000 | $0 | $0 | $0 | VWO, EVHC, AIG, ORCL, DNKN | 13F-HR | 12 Feb 2014, 11:16 |