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  Name: WELCH CAPITAL PARTNERS LLC/NY
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $402,014,000
  Total Value Change : $26,214,000
  Securities Held Change : 1
   
All Securities Held : 21
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 1
  Unchanged Positions : 15
  Decreased Positions : 4

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Holdings Found : 4     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 1 - $504.28 $175,263,000 364,600 43.6% 15,977,000 -66 0.041    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 2 - $548.49 $112,264,000 214,625 27.93% 10,209,000 -88 0.002    Closed - End Fund - E...
   (BX)1 Year Chart         BX Blackstone Group LP 3 - $120.62 $36,383,000 276,949 9.05% 95,000 -228 0.039    Asset Management
   (GOOG)1 Year Chart         GOOG Alphabet Inc 4 - $176.45 $24,572,000 161,383 6.11% 1,387,000 -3,130 0.003    Search Engines & Info...

      4 Records Found
  1    
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