Welch Capital Partners LLC Portfolio Holdings by Sector

Welch Capital Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SPY VGT XLV SPLG RSP XLK 7 stocks	$370,654 80.19% of portfolio	1	3	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX BK 2 stocks	$40,566 8.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$27,908 6.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare HUM CI 2 stocks	$7,495 1.62% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$5,684 1.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$5,503 1.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,424 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare INNV PIII 2 stocks	$1,347 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,322 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$332 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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