0001042063-23-000006.txt : 20230808 0001042063-23-000006.hdr.sgml : 20230808 20230808172552 ACCESSION NUMBER: 0001042063-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230808 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: 231152643 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 06-30-2023 06-30-2023 WELCH CAPITAL PARTNERS LLC/NY
231 BERKELEY PLACE BROOKLYN NY 11217
13F HOLDINGS REPORT 028-06428 N
Christopher W. Welch Chief Compliance Officer 2127546077 Christopher W. Welch Brooklyn NY 08-08-2023 0 18 357971 false
INFORMATION TABLE 2 f130623.xml ALPHABET INC CAP STK CL A 02079K305 503 4200 SH SOLE 0 4200 0 0 ALPHABET INC CAP STK CL C 02079K107 20036 165627 SH SOLE 0 165627 0 0 APPLE INC COM 037833100 567 2922 SH SOLE 0 2922 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 25785 277352 SH SOLE 0 277352 0 0 CIGNA CORP NEW COM 125523100 509 1815 SH SOLE 0 1815 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8426 63480 SH SOLE 0 63480 0 0 HILTON GRAND VACATIONS INC COM 43283X105 9884 217520 SH SOLE 0 217520 0 0 HUMANA INC COM 444859102 15790 35315 SH SOLE 0 35315 0 0 INNOVAGE HLDG CORP COM 45784A104 2532 337558 SH SOLE 0 337558 0 0 MICROSOFT CORP COM 594918104 644 1890 SH SOLE 0 1890 0 0 PAYPAL HLDGS INC COM 70450Y103 4381 65649 SH SOLE 0 65649 0 0 QUAKER HOUGHTON COM 747316107 253 1296 SH SOLE 0 1296 0 0 ROCKWELL AUTOMATION INC COM 773903109 229 696 SH SOLE 0 696 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 101074 228013 SH SOLE 0 228013 0 0 STERIS PLC SHS USD G8473T100 6221 27651 SH SOLE 0 27651 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 416 2390 SH SOLE 0 2390 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 12411 28069 SH SOLE 0 28069 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 148310 364147 SH SOLE 0 364147 0 0