0001042063-22-000002.txt : 20220208 0001042063-22-000002.hdr.sgml : 20220208 20220207184500 ACCESSION NUMBER: 0001042063-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220208 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: 22598847 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 12-31-2021 12-31-2021 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 02-07-2022 0 46 454375 false INFORMATION TABLE 2 f131221.xml ALPHABET INC CAP STK CL A 02079K305 608 210 SH SOLE 0 210 0 0 ALPHABET INC CAP STK CL C 02079K107 27952 9660 SH SOLE 0 9660 0 0 AMAZON COM INC COM 023135106 6472 1941 SH SOLE 0 1941 0 0 APOLLO GLOBAL MGMT INC COM CL A 03768E105 724 10000 SH SOLE 0 10000 0 0 BLACKSTONE GROUP INC COM 037833100 519 2922 SH SOLE 0 2922 0 0 BANK NEW YORK MELLON CORP COM 064058100 215 3701 SH SOLE 0 3701 0 0 FACEBOOK INC COM CL A 09260D107 35912 277552 SH SOLE 0 277552 0 0 BURGERFI INTERNATIONAL INC COM 12122L101 113 20000 SH SOLE 0 20000 0 0 CHURCH & DWIGHT CO INC COM 171340102 270 2639 SH SOLE 0 2639 0 0 INVESCO EXCHANGE TRADED FD T COM 125523100 440 1918 SH SOLE 0 1918 0 0 CSX CORP COM 126408103 274 7275 SH SOLE 0 7275 0 0 CVS HEALTH CORP COM 126650100 366 3550 SH SOLE 0 3550 0 0 DEERE & CO COM 244199105 343 1000 SH SOLE 0 1000 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 216 1668 SH SOLE 0 1668 0 0 EXXON MOBIL CORP COM 30231G102 305 4977 SH SOLE 0 4977 0 0 ROCKWELL AUTOMATION INC CL A 30303M102 7770 23100 SH SOLE 0 23100 0 0 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 416 8100 SH SOLE 0 8100 0 0 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 343 6125 SH SOLE 0 6125 0 0 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 360 6410 SH SOLE 0 6410 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 662 4890 SH SOLE 0 4890 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9135 64840 SH SOLE 0 64840 0 0 HILTON GRAND VACATIONS INC COM 43283X105 6688 128335 SH SOLE 0 128335 0 0 HOME DEPOT INC COM 437076102 215 517 SH SOLE 0 517 0 0 HUMANA INC COM 444859102 16916 36467 SH SOLE 0 36467 0 0 INNOVAGE HLDG CORP COM 45784A104 2721 544153 SH SOLE 0 544153 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 21176 130111 SH SOLE 0 130111 0 0 ISHARES INC CORE MSCI EMKT 46434G103 367 6137 SH SOLE 0 6137 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2699 9209 SH SOLE 0 9209 0 0 JOHNSON & JOHNSON COM 478160104 225 1315 SH SOLE 0 1315 0 0 MICROSOFT CORP COM 594918104 1137 3380 SH SOLE 0 3380 0 0 THE ONE GROUP HOSPITALITY IN COM 88338K103 252 20000 SH SOLE 0 20000 0 0 PAYPAL HLDGS INC COM 70450Y103 12730 67504 SH SOLE 0 67504 0 0 PFIZER INC COM 717081103 214 3621 SH SOLE 0 3621 0 0 PROLOGIS INC. COM 74340W103 370 2200 SH SOLE 0 2200 0 0 QUAKER HOUGHTON COM 747316107 299 1296 SH SOLE 0 1296 0 0 QUANTA SVCS INC COM 74762E102 298 2600 SH SOLE 0 2600 0 0 ROCKWELL AUTOMATION INC COM 773903109 243 696 SH SOLE 0 696 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 109356 230243 SH SOLE 0 230243 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 240 2500 SH SOLE 0 2500 0 0 STERIS PLC SHS USD G8473T100 6731 27651 SH SOLE 0 27651 0 0 SUMMIT MATLS INC CL A 86614U100 201 5000 SH SOLE 0 5000 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 416 2390 SH SOLE 0 2390 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 13187 28782 SH SOLE 0 28782 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 163819 375242 SH SOLE 0 375242 0 0 V F CORP COM 918204108 253 3450 SH SOLE 0 3450 0 0 GRAINGER W W INC COM 384802104 207 400 SH SOLE 0 400 0 0