Kolinsky Wealth Management, LLC Portfolio Holdings

Kolinsky Wealth Management, LLC

  • $162 Million
  • Q4 2024

Kolinsky Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $33.5M, Microsoft Corp with a value of $8.81M, Apple Inc. with a value of $7.67M, Spdr S&P 500 ETF Trust with a value of $6.49M, and Amazon Com Inc with a value of $5.25M.

Examining the 13F form we can see an increase of $8.46M in the current position value, from $154M to 162M.

Kolinsky Wealth Management, LLC is based out at Ramsey, NJ

Below you can find more details about Kolinsky Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $62.1 Million
Technology: $36.4 Million
Financial Services: $18.4 Million
Consumer Cyclical: $11.6 Million
Industrials: $9.28 Million
Communication Services: $8.86 Million
Healthcare: $7.38 Million
Consumer Defensive: $3.57 Million
Other: $4.67 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.5 Million 20.61% of portfolio
1,443,098
Q4 2024 Added 219.99%
$3.1T
$8.81 Million 5.43% of portfolio
20,909
Q4 2024 Added 2.71%
$3.95T
$7.67 Million 4.72% of portfolio
30,621
Q4 2024 Added 1.62%
$0
$6.49 Million 4.0% of portfolio
11,071
Q4 2024 Added 0.75%
$2.27T
$5.25 Million 3.23% of portfolio
23,937
Q4 2024 Added 3.36%
$0
$5.08 Million 3.13% of portfolio
166,325
Q4 2024 New
$0
$4.66 Million 2.87% of portfolio
82,531
Q4 2024 Added 6.43%
$349B
$4.65 Million 2.86% of portfolio
34,614
Q4 2024 Added 4.5%
$0
$2.91 Million 1.79% of portfolio
66,988
Q4 2024 Reduced 15.99%
$0
$2.71 Million 1.67% of portfolio
97,122
Q4 2024 Added 332.54%
$1.1T
$2.44 Million 1.5% of portfolio
12,874
Q4 2024 Added 2.27%
$1.56T
$2.41 Million 1.48% of portfolio
4,083
Q4 2024 Added 9.76%
$783B
$2 Million 1.23% of portfolio
8,330
Q4 2024 Added 4.75%
$0
$1.76 Million 1.08% of portfolio
67,339
Q4 2024 Added 222.83%
$404B
$1.49 Million 0.92% of portfolio
3,836
Q4 2024 Reduced 11.96%
$1.14T
$1.41 Million 0.87% of portfolio
7,409
Q4 2024 Added 2.04%
$91.8B
$1.19 Million 0.74% of portfolio
5,153
Q4 2024 Reduced 0.06%
$355B
$1.2 Million 0.74% of portfolio
6,734
Q4 2024 Added 6.01%
$470B
$1.08 Million 0.67% of portfolio
2,135
Q4 2024 Added 0.99%
$196B
$1.07 Million 0.66% of portfolio
1,005
Q4 2024 Reduced 1.08%
$458B
$1.04 Million 0.64% of portfolio
1,134
Q4 2024 Added 3.28%
$242B
$1.02 Million 0.63% of portfolio
2,887
Q4 2024 Added 4.75%
$70.4B
$994,000 0.61% of portfolio
12,950
Q4 2024 Added 0.35%
$537B
$963,000 0.59% of portfolio
1,830
Q4 2024 Reduced 0.22%
$396B
$961,000 0.59% of portfolio
5,738
Q4 2024 Added 1.13%
$211B
$907,000 0.56% of portfolio
1,745
Q4 2024 Reduced 7.82%
$627B
$869,000 0.54% of portfolio
1,919
Q4 2024 Added 1.91%
$235B
$834,000 0.51% of portfolio
6,938
Q4 2024 Added 0.09%
$68.4B
$825,000 0.51% of portfolio
2,908
Q4 2024 Added 17.49%
$54.6B
$825,000 0.51% of portfolio
4,768
Q4 2024 Added 4.29%
$57.7B
$817,000 0.5% of portfolio
1,536
Q4 2024 Added 3.02%
$211B
$802,000 0.49% of portfolio
1,804
Q4 2024 Reduced 5.45%
$149B
$796,000 0.49% of portfolio
777
Q4 2024 Added 5.0%
$54.2B
$755,000 0.47% of portfolio
5,386
Q4 2024 Added 5.88%
$237B
$742,000 0.46% of portfolio
3,379
Q4 2024 Added 3.4%
$163B
$749,000 0.46% of portfolio
1,192
Q4 2024 Added 1.62%
$266B
$732,000 0.45% of portfolio
12,367
Q4 2024 Added 2.93%
$1.04T
$738,000 0.45% of portfolio
3,741
Q4 2024 Added 6.31%
$0
$692,000 0.43% of portfolio
3,136
Q4 2024 Added 16.19%
$222B
$700,000 0.43% of portfolio
7,045
Q4 2024 Reduced 12.95%
$311B
$699,000 0.43% of portfolio
4,828
Q3 2024 Reduced 0.19%
$0
$701,000 0.43% of portfolio
1,191
Q4 2024 Added 41.95%
$1.47B
$662,000 0.41% of portfolio
10,987
Q4 2024 Added 4.79%
$7.36B
$668,000 0.41% of portfolio
4,029
Q3 2024 Added 0.22%
$18B
$663,000 0.41% of portfolio
1,954
Q4 2024 Added 4.66%
$92.8B
$671,000 0.41% of portfolio
1,580
Q4 2024 Reduced 10.38%
$10.5B
$668,000 0.41% of portfolio
2,462
Q3 2024 Added 0.24%
$152B
$668,000 0.41% of portfolio
2,930
Q4 2024 Added 2.23%
$456B
$653,000 0.4% of portfolio
733
Q4 2024 Reduced 2.79%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $162 Million
  • Prior Value $154 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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