0001042063-21-000005.txt : 20210510 0001042063-21-000005.hdr.sgml : 20210510 20210507180023 ACCESSION NUMBER: 0001042063-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210507 EFFECTIVENESS DATE: 20210510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WELCH CAPITAL PARTNERS LLC/NY CENTRAL INDEX KEY: 0001042063 IRS NUMBER: 133893476 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06428 FILM NUMBER: 21904336 BUSINESS ADDRESS: STREET 1: 231 BERKELEY PLACE CITY: BROOKLYN STATE: NY ZIP: 11217 BUSINESS PHONE: 2127546077 MAIL ADDRESS: STREET 1: 231 BERKELEY PLACE CITY: BROOKLYN STATE: NY ZIP: 11217 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001042063 XXXXXXXX 03-31-2021 03-31-2021 WELCH CAPITAL PARTNERS LLC/NY
231 BERKELEY PLACE BROOKLYN NY 11217
13F HOLDINGS REPORT 028-06428 N
Christopher W. Welch Chief Compliance Officer 212-754-6077 Christopher W. Welch Brooklyn NY 05-07-2021 0 23 382685 false
INFORMATION TABLE 2 f130321.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14489 63902 SH SOLE 0 63902 0 0 ALPHABET INC CAP STK CL A 02079K305 433 210 SH SOLE 0 210 0 0 ALPHABET INC CAP STK CL C 02079K107 19482 9418 SH SOLE 0 9418 0 0 AMAZON COM INC COM 023135106 3837 1240 SH SOLE 0 1240 0 0 APPLE INC COM 037833100 357 2922 SH SOLE 0 2922 0 0 ARGAN INC COM 04010E109 3975 74502 SH SOLE 0 74502 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 25867 347066 SH SOLE 0 347066 0 0 CIGNA CORP NEW COM 125523100 439 1815 SH SOLE 0 1815 0 0 FACEBOOK INC CL A 30303M102 8412 28561 SH SOLE 0 28561 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 7606 65150 SH SOLE 0 65150 0 0 HUMANA INC COM 444859102 14835 35385 SH SOLE 0 35385 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 13313 93977 SH SOLE 0 93977 0 0 ISHARES TR CORE MSCI EMKT 46434G103 395 6137 SH SOLE 0 6137 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2811 9346 SH SOLE 0 9346 0 0 MICROSOFT CORP COM 594918104 446 1890 SH SOLE 0 1890 0 0 PAYPAL HLDGS INC COM 70450Y103 15711 64695 SH SOLE 0 64695 0 0 QUAKER CHEM CORP COM 747316107 316 1296 SH SOLE 0 1296 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 92174 232568 SH SOLE 0 232568 0 0 STERIS PLC SHS USD G8473T100 5267 27651 SH SOLE 0 27651 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 317 2390 SH SOLE 0 2390 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 10318 28782 SH SOLE 0 28782 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 140466 385578 SH SOLE 0 385578 0 0 YEXT INC COM 98585N106 1419 98000 SH SOLE 0 98000 0 0