Kolinsky Wealth Management, LLC Purchases in Q3 2024

Kolinsky Wealth Management, LLC

  • $154 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 2.67%
$61.11 - $67.85 $716K - $794K
451K $30.6M
AAPL
Apple Inc.

Technology
2.11K
+ 7.51%
$207.23 - $234.82 $436K - $495K
30.1K $7.02M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
28.2K
New
$26.55 - $32.42 $749K - $914K
28.2K $899K
IHDG
Wisdomtree Tr

ETFs
9.47K
+ 13.47%
$42.42 - $46.78 $402K - $443K
79.7K $3.64M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
17.1K
New
$23.57 - $24.19 $403K - $413K
17.1K $412K
META
Meta Platforms, Inc.

Communication Services
247
+ 7.11%
$453.41 - $572.44 $112K - $141K
3.72K $2.13M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.94K
+ 2.56%
$53.41 - $57.9 $104K - $112K
77.5K $4.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.83K
+ 15.7%
$73.43 - $80.37 $208K - $227K
20.9K $1.68M
GE
General Electric CO

Industrials
1.64K
New
$156.66 - $189.66 $257K - $311K
1.64K $309K
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
New
$191.76 - $263.26 $221K - $303K
1.15K $300K
CCI
Crown Castle International Corp

Real Estate
2.25K
New
$95.29 - $120.24 $214K - $270K
2.25K $266K
ZBRA
Zebra Technologies Corp

Technology
713
New
$306.21 - $371.02 $218K - $265K
713 $264K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
9.19K
New
$17.83 - $25.84 $164K - $238K
9.19K $232K
SE
Sea LTD

Consumer Cyclical
2.43K
New
$59.94 - $94.83 $146K - $231K
2.43K $229K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.52K
+ 7.24%
$92.63 - $105.69 $140K - $160K
22.5K $2.34M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.41K
New
$136.93 - $162.81 $194K - $230K
1.41K $227K
ACGL
Arch Capital Group Ltd.

Financial Services
2.02K
New
$94.47 - $114.25 $191K - $231K
2.02K $225K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.02K
New
$64.35 - $75.71 $194K - $229K
3.02K $222K
MNDY
Monday.Com Ltd.

Technology
794
New
$202.41 - $281.64 $161K - $224K
794 $220K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.03K
New
$50.85 - $53.88 $205K - $217K
4.03K $216K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.81K
New
$47.94 - $59.23 $183K - $225K
3.81K $215K
IWM
Ishares Russell 2000 ETF

ETFs
810
+ 42.88%
$200.87 - $224.6 $163K - $182K
2.7K $596K
BANF
Bancfirst Corp

Financial Services
2K
New
$85.41 - $110.34 $171K - $220K
2K $209K
DHI
Horton D R Inc

Consumer Cyclical
1.1K
New
$135.21 - $197.06 $149K - $217K
1.1K $209K
WEC
Wec Energy Group, Inc.

Utilities
2.16K
New
$77.68 - $96.19 $167K - $207K
2.16K $207K
ITW
Illinois Tool Works Inc

Industrials
791
New
$233.14 - $263.97 $184K - $209K
791 $207K
ETN
Eaton Corp PLC

Industrials
624
New
$272.52 - $333.02 $170K - $208K
624 $206K
WDAY
Workday, Inc.

Technology
846
New
$207.75 - $264.68 $176K - $224K
846 $206K
SONY
Sony Group Corp

Technology
2.13K
New
$81.61 - $98.65 $174K - $210K
2.13K $205K
MSCI
Msci Inc.

Financial Services
350
New
$479.31 - $584.91 $168K - $205K
350 $204K
APO
Apollo Global Management, Inc.

Financial Services
1.63K
New
$99.16 - $125.81 $161K - $205K
1.63K $203K
ZTS
Zoetis Inc.

Healthcare
1.04K
New
$172.58 - $196.48 $180K - $205K
1.04K $203K
A
Agilent Technologies, Inc.

Healthcare
1.37K
New
$125.42 - $148.48 $172K - $203K
1.37K $203K
RGA
Reinsurance Group Of America Inc

Financial Services
920
New
$192.62 - $225.79 $177K - $208K
920 $200K
EME
Emcor Group, Inc.

Industrials
3
+ 0.11%
$340.22 - $435.6 $1.02K - $1.31K
2.82K $1.21M
BK
Bank Of New York Mellon Corp

Financial Services
120
+ 0.94%
$59.54 - $72.17 $7.14K - $8.66K
12.9K $927K
IBM
International Business Machines Corp

Technology
8
+ 0.25%
$175.1 - $223.38 $1.4K - $1.79K
3.27K $722K
MA
Mastercard Inc

Financial Services
137
+ 8.07%
$429.6 - $500.99 $58.9K - $68.6K
1.83K $905K
ACN
Accenture PLC

Technology
59
+ 2.19%
$295.44 - $355.81 $17.4K - $21K
2.76K $974K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 7.35%
$405.19 - $478.57 $52.3K - $61.7K
1.88K $866K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
+ 2.44%
$531.86 - $624.21 $23.9K - $28.1K
1.89K $1.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.27K
+ 26.55%
$79.92 - $88.19 $102K - $112K
6.06K $534K
BLK
Black Rock Inc.

Financial Services
9
+ 1.23%
$782.27 - $949.51 $7.04K - $8.55K
740 $702K
NOW
Service Now, Inc.

Technology
20
+ 2.01%
$730.87 - $937.36 $14.6K - $18.7K
1.02K $908K
ORCL
Oracle Corp

Technology
290
+ 11.59%
$125.9 - $170.35 $36.5K - $49.4K
2.79K $475K
DFS
Discover Financial Services

Financial Services
574
+ 14.36%
$123.41 - $144.72 $70.8K - $83.1K
4.57K $641K
SPOT
Spotify Technology S.A.

Communication Services
140
+ 11.65%
$290.16 - $384.01 $40.6K - $53.8K
1.34K $494K
KKR
Kkr & Co. Inc.

Financial Services
311
+ 10.36%
$104.51 - $133.23 $32.5K - $41.4K
3.31K $432K
UBER
Uber Technologies, Inc

Technology
1.24K
+ 18.01%
$58.48 - $77.47 $72.7K - $96.4K
8.15K $612K
Activity Summary
Buys All Purchases 122 New Holdings 30 Increased Positions 92 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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