0001042063-24-000003.txt : 20240205 0001042063-24-000003.hdr.sgml : 20240205 20240205172611 ACCESSION NUMBER: 0001042063-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240205 DATE AS OF CHANGE: 20240205 EFFECTIVENESS DATE: 20240205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WELCH CAPITAL PARTNERS LLC/NY CENTRAL INDEX KEY: 0001042063 ORGANIZATION NAME: 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: 24596933 BUSINESS ADDRESS: STREET 1: 500 MAMARONECK AVENUE STREET 2: SUITE 320 CITY: HARRISON STATE: NY ZIP: 10528 BUSINESS PHONE: 2127546077 MAIL ADDRESS: STREET 1: 500 MAMARONECK AVENUE STREET 2: SUITE 320 CITY: HARRISON STATE: NY ZIP: 10528 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001042063 XXXXXXXX 12-31-2023 12-31-2023 WELCH CAPITAL PARTNERS LLC/NY

500 MAMARONECK AVENUE SUITE 320 HARRISON NY 10528

13F HOLDINGS REPORT 028-06428 N Christopher W. Welch 2127546077 Christopher W. Welch Harrison NY 02-05-2024 0 20 375800 false INFORMATION TABLE 2 f131223.xml ALPHABET INC CAP STK CL A 02079K305 606 4335 SH SOLE 0 4335 0 0 ALPHABET INC CAP STK CL C 02079K107 23185 164513 SH SOLE 0 164513 0 0 APPLE INC COM 037833100 570 2963 SH SOLE 0 2963 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 36288 277177 SH SOLE 0 277177 0 0 CIGNA CORP NEW COM 125523100 544 1815 SH SOLE 0 1815 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8657 63480 SH SOLE 0 63480 0 0 HOME DEPOT INC COM 437076102 296 854 SH SOLE 0 854 0 0 HUMANA INC COM 444859102 15994 34935 SH SOLE 0 34935 0 0 INNOVAGE HLDG CORP COM 45784A104 2025 337558 SH SOLE 0 337558 0 0 MICROSOFT CORP COM 594918104 780 2075 SH SOLE 0 2075 0 0 P3 HEALTH PARTNERS INC COM CL A 744413105 42 30000 SH SOLE 0 30000 0 0 PAYPAL HLDGS INC COM 70450Y103 4032 65649 SH SOLE 0 65649 0 0 QUAKER HOUGHTON COM 747316107 277 1296 SH SOLE 0 1296 0 0 ROCKWELL AUTOMATION INC COM 773903109 216 696 SH SOLE 0 696 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 826 14780 SH SOLE 0 14780 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 102055 214713 SH SOLE 0 214713 0 0 STERIS PLC SHS USD G8473T100 6079 27651 SH SOLE 0 27651 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 460 2390 SH SOLE 0 2390 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 13582 28062 SH SOLE 0 28062 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 159286 364666 SH SOLE 0 364666 0 0