Welch Capital Partners LLC/NY
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $204.4K | 46.0% |
| SPDR S&P 500 ETF TR | $134.9K | 30.4% |
| Alphabet Inc. | $26.1K | 5.9% |
| Blackstone Inc | $19.4K | 4.4% |
| VANGUARD WORLD FD | $19.1K | 4.3% |
| SPDR SERIES TRUST | $9.2K | 2.1% |
| STERIS plc | $7.6K | 1.7% |
| The Boeing Company | $5.9K | 1.3% |
| Henry Schein Inc | $4.7K | 1.1% |
| INVESCO EXCHANGE TRADED FD T | $2.4K | 0.5% |
| InnovAge Holding Corp.INNV | $1.6K | 0.4% |
| Apple Inc. | $1.4K | 0.3% |
| Builders FirstSource Inc | $1.3K | 0.3% |
| Alphabet Inc. | $1.2K | 0.3% |
| MICROSOFT CORP | $1.2K | 0.3% |
| SELECT SECTOR SPDR TR | $635 | 0.1% |
| CORNING INC /NY | $570 | 0.1% |
| Cigna Group | $447 | 0.1% |
| Bank of New York Mellon Corp/The | $439 | 0.1% |
| EXXON MOBIL CORP | $308 | 0.1% |
| HOME DEPOT, INC. | $281 | 0.1% |
| JOHNSON & JOHNSON | $266 | 0.1% |
| Rockwell Automation Inc | $250 | 0.1% |
| ConocoPhillips | $248 | 0.1% |
| ISHARES TR | $216 | 0.0% |
| BITCOIN DEPOT INC | $76 | 0.0% |