0001042063-22-000004.txt : 20220513
0001042063-22-000004.hdr.sgml : 20220513
20220513150921
ACCESSION NUMBER: 0001042063-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
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: 22922133
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
03-31-2022
03-31-2022
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
05-13-2022
0
37
413838
false
INFORMATION TABLE
2
f130322.xml
ALPHABET INC
CAP STK CL A
02079K305
584
210
SH
SOLE
0
210
0
0
ALPHABET INC
CAP STK CL C
02079K107
24349
8718
SH
SOLE
0
8718
0
0
AMAZON COM INC
COM
023135106
6328
1941
SH
SOLE
0
1941
0
0
APOLLO GLOBAL MGMT INC
COM CL A
03769M106
620
10000
SH
SOLE
0
10000
0
0
APPLE INC
COM
037833100
510
2922
SH
SOLE
0
2922
0
0
BLACKSTONE GROUP INC
COM CL A
09260D107
35232
277552
SH
SOLE
0
277552
0
0
BURGERFI INTERNATIONAL INC
COM
12122L101
83
20000
SH
SOLE
0
20000
0
0
CANADIAN PAC RY LTD
COM
13645T100
204
2475
SH
SOLE
0
2475
0
0
CIGNA CORP NEW
COM
125523100
460
1918
SH
SOLE
0
1918
0
0
CSX CORP
COM
126408103
272
7275
SH
SOLE
0
7275
0
0
CVS HEALTH CORP
COM
126650100
359
3550
SH
SOLE
0
3550
0
0
DEERE & CO
COM
244199105
415
1000
SH
SOLE
0
1000
0
0
EXXON MOBIL CORP
COM
30231G102
287
3477
SH
SOLE
0
3477
0
0
FACEBOOK INC
CL A
30303M102
8360
37595
SH
SOLE
0
37595
0
0
FIDELITY COVINGTON TRUST
MSCI COMMNTN SVC
316092873
368
8100
SH
SOLE
0
8100
0
0
FIDELITY COVINGTON TRUST
MSCI FINLS IDX
316092501
332
6125
SH
SOLE
0
6125
0
0
FIDELITY COVINGTON TRUST
MSCI INDL INDX
316092709
345
6410
SH
SOLE
0
6410
0
0
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
602
4890
SH
SOLE
0
4890
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
8721
63660
SH
SOLE
0
63660
0
0
HILTON GRAND VACATIONS INC
COM
43283X105
11347
218165
SH
SOLE
0
218165
0
0
HOEGH LNG PARTNERS LP
COM UNIT LTD
Y3262R100
148
20000
SH
SOLE
0
20000
0
0
HUMANA INC
COM
444859102
15869
36467
SH
SOLE
0
36467
0
0
INNOVAGE HLDG CORP
COM
45784A104
2194
341788
SH
SOLE
0
341788
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
10411
66014
SH
SOLE
0
66014
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
341
6137
SH
SOLE
0
6137
0
0
JOHNSON & JOHNSON
COM
478160104
233
1315
SH
SOLE
0
1315
0
0
MICROSOFT CORP
COM
594918104
1042
3380
SH
SOLE
0
3380
0
0
THE ONE GROUP HOSPITALITY IN
COM
88338K103
210
20000
SH
SOLE
0
20000
0
0
PAYPAL HLDGS INC
COM
70450Y103
7807
67504
SH
SOLE
0
67504
0
0
PROLOGIS INC.
COM
74340W103
355
2200
SH
SOLE
0
2200
0
0
QUAKER HOUGHTON
COM
747316107
224
1296
SH
SOLE
0
1296
0
0
QUANTA SVCS INC
COM
74762E102
342
2600
SH
SOLE
0
2600
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
103940
230139
SH
SOLE
0
230139
0
0
STERIS PLC
SHS USD
G8473T100
6685
27651
SH
SOLE
0
27651
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
380
2390
SH
SOLE
0
2390
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
11987
28782
SH
SOLE
0
28782
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
151892
365854
SH
SOLE
0
365854
0
0