Welch Capital Partners

Latest statistics and disclosures from Welch Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, SPY, BX, GOOG, PYPL, and represent 76.75% of Welch Capital Partners's stock portfolio.
  • Added to shares of these 3 stocks: RSP, AMZN, YEXT.
  • Started 1 new stock positions in YEXT.
  • Reduced shares in these 9 stocks: , VOO, SPY, XLV, AGX, MSFT, HUM, PYPL, AAPL.
  • Sold out of its positions in XLE.
  • Welch Capital Partners was a net seller of stock by $-565k.
  • Welch Capital Partners has $383M in assets under management (AUM), dropping by 6.26%.
  • Central Index Key (CIK): 0001042063

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Portfolio Holdings for Welch Capital Partners

Companies in the Welch Capital Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 36.7 $141M 386k 364.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 24.1 $92M 233k 396.33
Blackstone Group Com Cl A (BX) 6.8 $26M 347k 74.53
Alphabet Cap Stk Cl C (GOOG) 5.1 $20M 9.4k 2068.59
Paypal Holdings (PYPL) 4.1 $16M 65k 242.85
Humana (HUM) 3.9 $15M 35k 419.25
Alibaba Group Hldg Sponsored Ads (BABA) 3.8 $15M 64k 226.74
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.5 $13M +15% 94k 141.66
Vanguard World Fds Inf Tech Etf (VGT) 2.7 $10M 29k 358.49
Facebook Cl A (FB) 2.2 $8.4M 29k 294.53
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.0 $7.6M 65k 116.75
Steris Shs Usd (STE) 1.4 $5.3M 28k 190.48
Argan (AGX) 1.0 $4.0M 75k 53.35
Amazon (AMZN) 1.0 $3.8M +83% 1.2k 3094.35

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Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $2.8M 9.3k 300.77
Yext (YEXT) 0.4 $1.4M NEW 98k 14.48
Microsoft Corporation (MSFT) 0.1 $446k -5% 1.9k 235.98
Cigna Corp (CI) 0.1 $439k 1.8k 241.87
Alphabet Cap Stk Cl A (GOOGL) 0.1 $433k 210.00 2061.90
Ishares Tr Core Msci Emkt (IEMG) 0.1 $395k 6.1k 64.36
Apple (AAPL) 0.1 $357k 2.9k 122.18
Select Sector Spdr Tr Technology (XLK) 0.1 $317k 2.4k 132.64
Quaker Chemical Corporation (KWR) 0.1 $316k 1.3k 243.83

Past Filings by Welch Capital Partners

SEC 13F filings are viewable for Welch Capital Partners going back to 2010

View all past filings