0001042063-21-000009.txt : 20211104 0001042063-21-000009.hdr.sgml : 20211104 20211103212423 ACCESSION NUMBER: 0001042063-21-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211104 DATE AS OF CHANGE: 20211103 EFFECTIVENESS DATE: 20211104 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: 211377659 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 09-30-2021 09-30-2021 WELCH CAPITAL PARTNERS LLC/NY

231 BERKELEY PLACE BROOKLYN NY 11217

13F HOLDINGS REPORT 028-06428 N Christopher W. Welch 212-754-6077 Christopher W. Welch Brooklyn NY 11-03-2021 0 21 412686 false INFORMATION TABLE 2 f130921.xml ALPHABET INC CAP STK CL A 02079K305 561 210 SH SOLE 0 210 0 0 ALPHABET INC CAP STK CL C 02079K107 25102 9418 SH SOLE 0 9418 0 0 AMAZON COM INC COM 023135106 5936 1807 SH SOLE 0 1807 0 0 APPLE INC COM 037833100 413 2922 SH SOLE 0 2922 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 35598 305986 SH SOLE 0 305986 0 0 CIGNA CORP NEW COM 125523100 363 1815 SH SOLE 0 1815 0 0 FACEBOOK INC CL A 30303M102 7071 20834 SH SOLE 0 20834 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8294 65150 SH SOLE 0 65150 0 0 HUMANA INC COM 444859102 13770 35385 SH SOLE 0 35385 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 26478 176733 SH SOLE 0 176733 0 0 ISHARES TR CORE MSCI EMKT 46434G103 379 6137 SH SOLE 0 6137 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2744 9346 SH SOLE 0 9346 0 0 MICROSOFT CORP COM 594918104 533 1890 SH SOLE 0 1890 0 0 PAYPAL HLDGS INC COM 70450Y103 16822 64649 SH SOLE 0 64649 0 0 QUAKER CHEM CORP COM 747316107 308 1296 SH SOLE 0 1296 0 0 ROCKWELL AUTOMATION INC COM 773903109 205 696 SH SOLE 0 696 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 99027 230757 SH SOLE 0 230757 0 0 STERIS PLC SHS USD G8473T100 5649 27651 SH SOLE 0 27651 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 357 2390 SH SOLE 0 2390 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 11550 28782 SH SOLE 0 28782 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 151526 384193 SH SOLE 0 384193 0 0