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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 : 2024-06-30
  Total Value : $422,372,000
  Total Value Change : $20,358,000
  Securities Held Change : 1
   
All Securities Held : 22
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 3
  Unchanged Positions : 12
  Decreased Positions : 4

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Increased 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
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 9 - $66.04 $5,129,000 80,139 1.21% 4,220,000 65,359 0.009    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 13 - $430.81 $1,402,000 3,137 0.33% 529,000 1,062 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 14 - $220.69 $1,214,000 5,763 0.29% 706,000 2,800 0    Personal Computers

      3 Records Found
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