0001042063-23-000002.txt : 20230202
0001042063-23-000002.hdr.sgml : 20230202
20230202172006
ACCESSION NUMBER: 0001042063-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230202
DATE AS OF CHANGE: 20230202
EFFECTIVENESS DATE: 20230202
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: 23582280
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
X0202
13F-HR
LIVE
false
true
false
0001042063
XXXXXXXX
12-31-2022
12-31-2022
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
12-31-2022
0
31
313387
false
INFORMATION TABLE
2
f131222.xml
ALPHABET INC
CAP STK CL A
02079K305
371
4200
SH
SOLE
0
4200
0
0
ALPHABET INC
CAP STK CL C
02079K107
15208
171400
SH
SOLE
0
171400
0
0
APOLLO GLOBAL MGMT INC
COM CL A
03769M106
638
10000
SH
SOLE
0
10000
0
0
APPLE INC
COM
037833100
380
2922
SH
SOLE
0
2922
0
0
BLACKSTONE GROUP INC
COM CL A
09260D107
20690
278872
SH
SOLE
0
278872
0
0
BURGERFI INTERNATIONAL INC
COM
12122L101
25
20000
SH
SOLE
0
20000
0
0
CIGNA CORP NEW
COM
125523100
636
1918
SH
SOLE
0
1918
0
0
CSX CORP
COM
126408103
256
8275
SH
SOLE
0
8275
0
0
CVS HEALTH CORP
COM
126650100
331
3550
SH
SOLE
0
3550
0
0
DEERE & CO
COM
244199105
429
1000
SH
SOLE
0
1000
0
0
EXXON MOBIL CORP
COM
30231G102
384
3477
SH
SOLE
0
3477
0
0
FIDELITY COVINGTON TRUST
MSCI COMMNTN SVC
316092873
252
8100
SH
SOLE
0
8100
0
0
FIDELITY COVINGTON TRUST
MSCI FINLS IDX
316092501
294
6125
SH
SOLE
0
6125
0
0
FIDELITY COVINGTON TRUST
MSCI INDL INDX
316092709
325
6410
SH
SOLE
0
6410
0
0
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
462
4890
SH
SOLE
0
4890
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
8648
63660
SH
SOLE
0
63660
0
0
HILTON GRAND VACATIONS INC
COM
43283X105
8834
229225
SH
SOLE
0
229225
0
0
HUMANA INC
COM
444859102
18439
36001
SH
SOLE
0
36001
0
0
INNOVAGE HLDG CORP
COM
45784A104
2424
337558
SH
SOLE
0
337558
0
0
JOHNSON & JOHNSON
COM
478160104
232
1315
SH
SOLE
0
1315
0
0
MICROSOFT CORP
COM
594918104
811
3380
SH
SOLE
0
3380
0
0
OLO INC
CL A
68134L109
258
41334
SH
SOLE
0
41334
0
0
THE ONE GROUP HOSPITALITY IN
COM
88338K103
126
20000
SH
SOLE
0
20000
0
0
PAYPAL HLDGS INC
COM
70450Y103
4808
67504
SH
SOLE
0
67504
0
0
QUAKER HOUGHTON
COM
747316107
216
1296
SH
SOLE
0
1296
0
0
QUANTA SVCS INC
COM
74762E102
371
2600
SH
SOLE
0
2600
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
87341
228385
SH
SOLE
0
228385
0
0
STERIS PLC
SHS USD
G8473T100
5107
27651
SH
SOLE
0
27651
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
297
2390
SH
SOLE
0
2390
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
8966
28069
SH
SOLE
0
28069
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
125828
358136
SH
SOLE
0
358136
0
0