0001042063-24-000005.txt : 20240513 0001042063-24-000005.hdr.sgml : 20240513 20240513153806 ACCESSION NUMBER: 0001042063-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 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: 24938694 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 03-31-2024 03-31-2024 WELCH CAPITAL PARTNERS LLC/NY

500 MAMARONECK AVENUE SUITE 320 HARRISON NY 10528

13F HOLDINGS REPORT 028-06428 N Christopher W. Welch (212) 754-6077 Christopher W. Welch Harrison NY 05-13-2024 0 21 402014 false INFORMATION TABLE 2 f130324.xml ALPHABET INC CAP STK CL A 02079K305 654 4335 SH SOLE 0 4335 0 0 ALPHABET INC CAP STK CL C 02079K107 24572 161383 SH SOLE 0 161383 0 0 APPLE INC COM 037833100 508 2963 SH SOLE 0 2963 0 0 BANK NEW YORK MELLON CORP COM 064058100 213 3701 SH SOLE 0 3701 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 36383 276949 SH SOLE 0 276949 0 0 CIGNA CORP NEW COM 125523100 659 1815 SH SOLE 0 1815 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9378 63480 SH SOLE 0 63480 0 0 HOME DEPOT INC COM 437076102 328 854 SH SOLE 0 854 0 0 HUMANA INC COM 444859102 12113 34935 SH SOLE 0 34935 0 0 INNOVAGE HLDG CORP COM 45784A104 1499 337558 SH SOLE 0 337558 0 0 MICROSOFT CORP COM 594918104 873 2075 SH SOLE 0 2075 0 0 P3 HEALTH PARTNERS INC COM CL A 744413105 103 100300 SH SOLE 0 100300 0 0 PAYPAL HLDGS INC COM 70450Y103 4398 65649 SH SOLE 0 65649 0 0 QUAKER HOUGHTON COM 747316107 266 1296 SH SOLE 0 1296 0 0 ROCKWELL AUTOMATION INC COM 773903109 203 696 SH SOLE 0 696 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 909 14780 SH SOLE 0 14780 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 112264 214625 SH SOLE 0 214625 0 0 STERIS PLC SHS USD G8473T100 6216 27651 SH SOLE 0 27651 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 498 2390 SH SOLE 0 2390 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 14714 28062 SH SOLE 0 28062 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 175263 364600 SH SOLE 0 364600 0 0