Welch Capital Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Welch Capital Partners LLC reported 21 stock positions worth $463.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 42.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 29.7%) and Blackstone (BX, 8.7%). Compared with Q3 2024, it sold out of 4, added to 2 and reduced 8. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +9%) and the biggest sale Blackstone (BX, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISON, NY
- CIK
- 0001042063
- Portfolio Value
- $463.1M (Q4 2024)
- SEC Filing
- 0001042063-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 21 stocks · $463.1M
| VOO Vanguard S&P 500 ETF | 42.33% | 363,818 | $196.0M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 29.65% | 234,299 | $137.3M | Add +9.2% |
| BX Blackstone Inc. | 8.70% | 233,628 | $40.3M | Reduce -15.4% |
| GOOG Alphabet Inc. Class C | 5.85% | 142,233 | $27.1M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 3.76% | 27,976 | $17.4M | Reduce -0.3% |
| XLV SS Health Care Select Sector | 1.89% | 63,480 | $8.7M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.82% | 122,353 | $8.4M | Reduce -6.0% |
| HUM Humana Inc. | 1.51% | 27,598 | $7.0M | Reduce -0.4% |
| STE Steris PLC | 1.23% | 27,651 | $5.7M | No change |
| PYPL PayPal Holdings Inc. | 1.19% | 64,474 | $5.5M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.47% | 12,488 | $2.2M | No change |
| AAPL Apple Inc. | 0.31% | 5,685 | $1.4M | Reduce -1.4% |
| INNV Innovage Holding Corp. | 0.29% | 337,558 | $1.3M | No change |
| MSFT Microsoft Corp. | 0.29% | 3,137 | $1.3M | No change |
| BITCOIN DEPOT INC | 0.18% | 522,073 | $846K | Add +480.1% |
| GOOGL Alphabet Inc. Class A | 0.18% | 4,335 | $821K | No change |
| XLK SS Technology Select Sector | 0.12% | 2,390 | $556K | No change |
| CI The Cigna Group | 0.11% | 1,785 | $493K | Reduce -1.6% |
| HD Home Depot Inc. | 0.07% | 854 | $332K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 3,701 | $284K | No change |
| P3 HEALTH PARTNERS INC | 0.00% | 90,000 | $20K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BX Blackstone Inc. | Reduce -15.4% | 8.70% | −0.75 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 42.33% | −0.62 |
| HUM Humana Inc. | Reduce -0.4% | 1.51% | −0.45 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.0% | 1.82% | −0.14 |
| KWR Quaker Chemical Corporation | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.05 |
| CI The Cigna Group | Reduce -1.6% | 0.11% | −0.03 |
| AAPL Apple Inc. | Reduce -1.4% | 0.31% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.3% | 3.76% | +0.08 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 5.85% | +0.53 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.2% | 29.65% | +2.13 |
| BITCOIN DEPOT INC | Add +480.1% | 0.18% | +0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $510.3M | VOO, SPY, GOOG, VGT, BX |
| Q1 2026 | 26 | $444.2M | VOO, SPY, GOOG, BX, VGT |
| Q4 2025 | 26 | $498.9M | VOO, SPY, GOOG, BX, VGT |
| Q3 2025 | 26 | $485.5M | VOO, SPY, BX, GOOG, VGT |
| Q2 2025 | 21 | $449.2M | VOO, SPY, BX, GOOG, SPYM |
| Q1 2025 | 23 | $420.2M | VOO, SPY, BX, SPYM, GOOG |
| Q4 2024 | 21 | $463.1M | VOO, SPY, BX, GOOG, VGT |
| Q3 2024 | 25 | $447.4M | VOO, SPY, BX, GOOG, VGT |
| Q2 2024 | 22 | $422.4M | VOO, SPY, BX, GOOG, VGT |
| Q1 2024 | 21 | $402.0M | VOO, SPY, BX, GOOG, VGT |