Kolinsky Wealth Management, LLC Purchases in Q4 2024

Kolinsky Wealth Management, LLC

  • $162 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
166K
New
$29.98 - $31.57 $4.99M - $5.25M
166K $5.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
992K
+ 219.99%
$22.4 - $68.28 $22.2M - $67.7M
1.44M $33.5M
AMZN
Amazon Com Inc

Consumer Cyclical
779
+ 3.36%
$180.88 - $232.93 $141K - $181K
23.9K $5.25M
AAPL
Apple Inc.

Technology
489
+ 1.62%
$221.69 - $259.02 $108K - $127K
30.6K $7.67M
NVDA
Nvidia Corp

Technology
1.49K
+ 4.5%
$117.0 - $148.88 $175K - $222K
34.6K $4.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
74.7K
+ 332.54%
$25.93 - $105.3 $1.94M - $7.86M
97.1K $2.71M
GOOGL
Alphabet Inc.

Communication Services
286
+ 2.27%
$161.86 - $196.66 $46.3K - $56.2K
12.9K $2.44M
DV
Double Verify Holdings, Inc.

Technology
18.1K
New
$16.24 - $21.06 $293K - $380K
18.1K $346K
JPM
Jpmorgan Chase & CO

Financial Services
378
+ 4.75%
$205.18 - $250.29 $77.6K - $94.6K
8.33K $2M
TSLA
Tesla, Inc.

Consumer Cyclical
386
+ 33.57%
$213.65 - $479.86 $82.5K - $185K
1.54K $620K
SAP
Sap Se

Technology
1.14K
New
$218.13 - $255.54 $248K - $291K
1.14K $280K
META
Meta Platforms, Inc.

Communication Services
363
+ 9.76%
$554.08 - $632.68 $201K - $230K
4.08K $2.41M
THG
Hanover Insurance Group, Inc.

Financial Services
1.76K
New
$144.81 - $165.01 $255K - $291K
1.76K $272K
LII
Lennox International Inc

Industrials
406
New
$589.36 - $678.43 $239K - $275K
406 $247K
MS
Morgan Stanley

Financial Services
1.95K
New
$104.42 - $134.99 $204K - $264K
1.95K $245K
QQQ
Invesco Qqq Trust, Series 1

ETFs
473
New
$481.22 - $538.17 $228K - $255K
473 $241K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.34K
New
$138.3 - $192.95 $185K - $258K
1.34K $236K
DIS
Walt Disney CO

Communication Services
2.11K
New
$92.39 - $117.6 $195K - $248K
2.11K $234K
MRVL
Marvell Technology, Inc.

Technology
181
+ 3.32%
$70.31 - $124.78 $12.7K - $22.6K
5.63K $621K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
397
New
$563.99 - $620.12 $224K - $246K
397 $226K
HWM
Howmet Aerospace Inc.

Industrials
2.03K
New
$99.72 - $120.09 $202K - $244K
2.03K $221K
IVV
Ishares Core S&P 500 ETF

ETFs
352
+ 41.95%
$570.51 - $610.59 $201K - $215K
1.19K $701K
CIEN
Ciena Corp

Technology
2.54K
New
$61.45 - $91.14 $156K - $232K
2.54K $215K
LPLA
Lpl Financial Holdings Inc.

Financial Services
650
New
$229.85 - $335.91 $149K - $218K
650 $212K
GS
Goldman Sachs Group Inc

Financial Services
368
New
$486.1 - $608.57 $179K - $224K
368 $210K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.64K
New
$126.68 - $134.74 $208K - $221K
1.64K $209K
DUK
Duke Energy Corp

Utilities
1.92K
New
$105.76 - $120.76 $203K - $231K
1.92K $206K
WFC
Wells Fargo & Company

Financial Services
2.93K
New
$54.98 - $77.35 $161K - $226K
2.93K $205K
BMY
Bristol Myers Squibb CO

Healthcare
3.61K
New
$51.92 - $59.94 $187K - $216K
3.61K $204K
GOOG
Alphabet Inc.

Communication Services
148
+ 2.04%
$163.08 - $198.16 $24.1K - $29.3K
7.41K $1.41M
DFS
Discover Financial Services

Financial Services
196
+ 4.29%
$136.3 - $182.67 $26.7K - $35.8K
4.77K $825K
SPY
Spdr S&P 500 ETF Trust

ETFs
82
+ 0.75%
$567.81 - $607.81 $46.6K - $49.8K
11.1K $6.49M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.98K
+ 6.43%
$56.06 - $61.35 $279K - $306K
82.5K $4.66M
CRM
Salesforce, Inc.

Technology
186
+ 13.68%
$270.87 - $367.87 $50.4K - $68.4K
1.55K $516K
AJG
Arthur J. Gallagher & Co.

Financial Services
433
+ 17.49%
$278.49 - $315.16 $121K - $136K
2.91K $825K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
+ 6.31%
$172.07 - $207.36 $38.2K - $46K
3.74K $738K
SNA
Snap On Inc

Industrials
87
+ 4.66%
$285.44 - $371.35 $24.8K - $32.3K
1.95K $663K
AMP
Ameriprise Financial Inc

Financial Services
45
+ 3.02%
$473.15 - $574.01 $21.3K - $25.8K
1.54K $817K
TTC
Toro CO

Industrials
1.69K
+ 39.64%
$80.1 - $88.44 $135K - $149K
5.95K $476K
F
Ford Motor CO

Consumer Cyclical
10.7K
New
$9.69 - $11.4 $104K - $122K
10.7K $106K
IWM
Ishares Russell 2000 ETF

ETFs
437
+ 16.19%
$216.13 - $242.4 $94.4K - $106K
3.14K $692K
BLK
Black Rock Inc.

Financial Services
37
+ 5.0%
$934.02 - $1065.26 $34.6K - $39.4K
777 $796K
CSCO
Cisco Systems, Inc.

Technology
352
+ 2.93%
$52.45 - $60.02 $18.5K - $21.1K
12.4K $732K
IWF
Ishares Russell 1000 Gr ETF

ETFs
160
+ 15.49%
$370.24 - $418.94 $59.2K - $67K
1.19K $479K
SCHV
Schwab Strategic Tr Us Large C

ETFs
46.5K
+ 222.83%
$25.79 - $80.4 $1.2M - $3.74M
67.3K $1.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124
+ 13.38%
$521.84 - $558.82 $64.7K - $69.3K
1.05K $566K
WMT
Walmart Inc.

Consumer Defensive
318
+ 6.33%
$79.1 - $95.7 $25.2K - $30.4K
5.34K $482K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.58K
+ 20.98%
$23.42 - $24.25 $83.9K - $86.9K
20.7K $487K
HON
Honeywell International Inc

Industrials
202
+ 13.8%
$202.84 - $236.0 $41K - $47.7K
1.67K $376K
Activity Summary
Buys All Purchases 105 New Holdings 20 Increased Positions 85 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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