Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH CAPITAL PARTNERS LLC/NY | 02-05-2024 | 12-31-2023 | 20 | 375,800,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $159,286,000 | 364,666 | 42.39 | 41.14 | -25 | -0.01 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $102,055,000 | 214,713 | 27.16 | 26.40 | -291 | -0.14 | 12-31-2023 |
| BLACKSTONE GROUP INC | COM CL A | 3 | $36,288,000 | 277,177 | 9.66 | 8.54 | -175 | -0.06 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 4 | $23,185,000 | 164,513 | 6.17 | 6.26 | -879 | -0.53 | 12-31-2023 |
