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
PAYX
Paychex Inc

Industrials
299
+ 5.88%
$135.86 - $148.73 $40.6K - $44.5K
5.39K $755K
T
At&T Inc.

Communication Services
2.55K
+ 16.85%
$21.22 - $23.88 $54K - $60.8K
17.7K $401K
CPRT
Copart Inc

Consumer Cyclical
722
+ 13.78%
$51.36 - $63.8 $37.1K - $46.1K
5.96K $342K
BK
Bank Of New York Mellon Corp

Financial Services
45
+ 0.35%
$70.82 - $81.87 $3.19K - $3.68K
13K $994K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 3.28%
$873.59 - $994.69 $31.4K - $35.8K
1.13K $1.04M
ADP
Automatic Data Processing Inc

Industrials
158
+ 15.09%
$280.08 - $307.97 $44.3K - $48.7K
1.21K $352K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
502
+ 4.79%
$55.73 - $66.16 $28K - $33.2K
11K $662K
MSFT
Microsoft Corp

Technology
551
+ 2.71%
$406.35 - $454.46 $224K - $250K
20.9K $8.81M
LSTR
Landstar System Inc

Industrials
492
+ 24.67%
$171.86 - $192.81 $84.6K - $94.9K
2.49K $427K
AXP
American Express CO

Financial Services
25
+ 1.55%
$267.35 - $305.57 $6.68K - $7.64K
1.64K $485K
IWR
Ishares Russell Mid Cap ETF

ETFs
508
+ 8.38%
$87.25 - $95.52 $44.3K - $48.5K
6.57K $580K
SE
Sea LTD

Consumer Cyclical
154
+ 6.33%
$93.56 - $117.41 $14.4K - $18.1K
2.59K $274K
AZPN
Aspen Technology, Inc.

Technology
119
+ 8.95%
$231.19 - $253.16 $27.5K - $30.1K
1.45K $361K
ACN
Accenture PLC

Technology
131
+ 4.75%
$343.9 - $376.86 $45.1K - $49.4K
2.89K $1.02M
USB
Us Bancorp \De\

Financial Services
508
+ 6.06%
$43.98 - $53.66 $22.3K - $27.3K
8.89K $424K
BAC
Bank Of America Corp

Financial Services
67
+ 0.76%
$39.22 - $47.77 $2.63K - $3.2K
8.85K $388K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
20
+ 10.64%
$1146.59 - $1270.6 $22.9K - $25.4K
208 $246K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.06%
$63.31 - $82.85 $127 - $166
3.18K $234K
SONY
Sony Group Corp

Technology
8.81K
+ 413.33%
$17.53 - $96.8 $154K - $853K
10.9K $231K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
677
+ 16.82%
$51.33 - $53.74 $34.8K - $36.4K
4.7K $242K
WTS
Watts Water Technologies Inc

Industrials
167
+ 8.89%
$190.59 - $221.46 $31.8K - $37K
2.05K $415K
FDS
Factset Research Systems Inc

Financial Services
23
+ 3.21%
$449.69 - $495.72 $10.3K - $11.4K
739 $354K
ABT
Abbott Laboratories

Healthcare
242
+ 4.75%
$111.93 - $119.39 $27.1K - $28.9K
5.33K $603K
INTU
Intuit Inc

Technology
19
+ 1.62%
$602.01 - $706.25 $11.4K - $13.4K
1.19K $749K
JKHY
Henry Jack & Associates Inc

Technology
127
+ 8.7%
$171.12 - $186.18 $21.7K - $23.6K
1.59K $278K
IBM
International Business Machines Corp

Technology
111
+ 3.4%
$204.9 - $238.04 $22.7K - $26.4K
3.38K $742K
UPS
United Parcel Service Inc

Industrials
387
+ 13.34%
$122.65 - $138.35 $47.5K - $53.5K
3.29K $414K
PANW
Palo Alto Networks Inc

Technology
622
+ 100.16%
$181.96 - $405.9 $113K - $252K
1.24K $226K
CRVL
Corvel Corp

Financial Services
3.47K
+ 200.0%
$111.26 - $370.61 $386K - $1.29M
5.21K $579K
ETN
Eaton Corp PLC

Industrials
31
+ 4.97%
$326.96 - $377.52 $10.1K - $11.7K
655 $217K
ITW
Illinois Tool Works Inc

Industrials
56
+ 7.08%
$253.56 - $278.5 $14.2K - $15.6K
847 $214K
ORCL
Oracle Corp

Technology
105
+ 3.76%
$165.41 - $192.43 $17.4K - $20.2K
2.9K $482K
WEC
Wec Energy Group, Inc.

Utilities
81
+ 3.76%
$92.94 - $101.82 $7.53K - $8.25K
2.24K $210K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 1.91%
$442.29 - $483.08 $15.9K - $17.4K
1.92K $869K
Linde PLC
4
+ 0.35%
N/A
1.15K $0
RGA
Reinsurance Group Of America Inc

Financial Services
20
+ 2.17%
$201.26 - $231.95 $4.03K - $4.64K
940 $200K
Ishares Bitcoin Trust ETF
8.29K
New
N/A
8.29K $0
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.09%
$118.38 - $133.06 $710 - $798
6.94K $834K
MAA
Mid America Apartment Communities Inc.

Real Estate
6
+ 0.3%
$149.17 - $165.2 $895 - $991
2K $308K
ICE
Intercontinental Exchange, Inc.

Financial Services
42
+ 2.97%
$148.29 - $166.93 $6.23K - $7.01K
1.46K $216K
CAT
Caterpillar Inc

Industrials
19
+ 2.9%
$360.37 - $416.88 $6.85K - $7.92K
675 $244K
COP
Conocophillips

Energy
1
+ 0.04%
$95.12 - $114.72 $95.1 - $115
2.52K $250K
PEG
Public Service Enterprise Group Inc

Utilities
4
+ 0.12%
$81.87 - $94.51 $327 - $378
3.29K $278K
PG
Procter & Gamble CO

Consumer Defensive
64
+ 1.13%
$161.05 - $179.7 $10.3K - $11.5K
5.74K $961K
GE
General Electric CO

Industrials
60
+ 3.66%
$159.95 - $194.23 $9.6K - $11.7K
1.7K $283K
VZ
Verizon Communications Inc

Communication Services
734
+ 6.5%
$39.6 - $45.21 $29.1K - $33.2K
12K $480K
UNP
Union Pacific Corp

Industrials
64
+ 2.23%
$223.15 - $249.32 $14.3K - $16K
2.93K $668K
LLY
Eli Lilly & CO

Healthcare
14
+ 3.29%
$727.2 - $932.06 $10.2K - $13K
439 $338K
LRCX
Lam Research Corp

Technology
5.84K
+ 942.42%
$70.05 - $814.09 $409K - $4.76M
6.46K $466K
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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