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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 : 2023-12-31
  Total Value : $375,800,000
  Total Value Change : $27,716,000
  Securities Held Change : 2
   
All Securities Held : 20
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 1
  Unchanged Positions : 11
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (HD)1 Year Chart         HD Home Depot Inc 17 New $335.53 $296,000 854 0.08% 296,000 854 0    Home Improvement Stores
   (PIII)1 Year Chart         PIII P3 Health Partners Ord Shs ... 20 New $0.60 $42,000 30,000 0.01% 42,000 30,000 0.074    N/A

      2 Records Found
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