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
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 7.65%
$1591.44 - $2140.1 $23.9K - $32.1K
211 $432K
SBUX
Starbucks Corp

Consumer Cyclical
401
+ 12.63%
$72.51 - $98.6 $29.1K - $39.5K
3.58K $348K
AVGO
Broadcom Inc.

Technology
4.66K
+ 945.84%
$136.27 - $1745.86 $635K - $8.14M
5.16K $889K
FICO
Fair Isaac Corp

Technology
16
+ 11.11%
$1496.51 - $1947.38 $23.9K - $31.2K
160 $311K
NFLX
Netflix Inc

Communication Services
99
+ 15.11%
$598.55 - $722.26 $59.3K - $71.5K
754 $534K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
9
+ 0.22%
$162.45 - $195.17 $1.46K - $1.76K
4.03K $769K
PAYX
Paychex Inc

Industrials
101
+ 2.03%
$116.17 - $135.19 $11.7K - $13.7K
5.09K $682K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.25%
$245.82 - $304.51 $4.92K - $6.09K
1.62K $491K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
104
+ 12.64%
$475.2 - $527.7 $49.4K - $54.9K
927 $489K
VZ
Verizon Communications Inc

Communication Services
885
+ 8.5%
$38.89 - $45.0 $34.4K - $39.8K
11.3K $507K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 0.38%
$194.9 - $224.8 $5.85K - $6.74K
7.95K $1.68M
PRI
Primerica, Inc.

Financial Services
6
+ 0.24%
$233.01 - $266.6 $1.4K - $1.6K
2.46K $653K
MC
Moelis & CO

Financial Services
12
+ 0.2%
$57.14 - $70.62 $686 - $847
6.05K $414K
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.58%
$66.91 - $81.4 $1.94K - $2.36K
5.02K $405K
AZPN
Aspen Technology, Inc.

Technology
60
+ 4.73%
$172.9 - $239.26 $10.4K - $14.4K
1.33K $317K
AMD
Advanced Micro Devices Inc

Technology
336
+ 11.59%
$128.67 - $183.96 $43.2K - $61.8K
3.23K $530K
MSFT
Microsoft Corp

Technology
891
+ 4.58%
$395.15 - $467.56 $352K - $417K
20.4K $8.76M
ABT
Abbott Laboratories

Healthcare
66
+ 1.31%
$100.07 - $118.13 $6.6K - $7.8K
5.09K $580K
UFPI
Ufp Industries Inc

Basic Materials
5
+ 0.17%
$107.65 - $135.34 $538 - $677
2.95K $386K
LLY
Eli Lilly & CO

Healthcare
72
+ 20.4%
$772.14 - $960.02 $55.6K - $69.1K
425 $376K
NNBR
Nn Inc

Industrials
14.5K
New
$2.99 - $4.08 $43.3K - $59K
14.5K $56K
SNA
Snap On Inc

Industrials
9
+ 0.48%
$255.35 - $289.77 $2.3K - $2.61K
1.87K $541K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.16%
$259.22 - $299.75 $1.04K - $1.2K
2.48K $696K
KAI
Kadant Inc

Industrials
3
+ 0.25%
$290.3 - $356.64 $871 - $1.07K
1.21K $408K
PEG
Public Service Enterprise Group Inc

Utilities
25
+ 0.77%
$73.58 - $89.21 $1.84K - $2.23K
3.29K $293K
AMGN
Amgen Inc

Healthcare
95
+ 4.43%
$309.38 - $337.38 $29.4K - $32.1K
2.24K $722K
MRVL
Marvell Technology, Inc.

Technology
547
+ 11.16%
$56.15 - $76.24 $30.7K - $41.7K
5.45K $392K
T
At&T Inc.

Communication Services
325
+ 2.2%
$18.21 - $22.28 $5.92K - $7.24K
15.1K $332K
MPWR
Monolithic Power Systems Inc

Technology
8
+ 2.07%
$757.04 - $947.16 $6.06K - $7.58K
395 $365K
JNJ
Johnson & Johnson

Healthcare
84
+ 4.0%
$145.48 - $167.38 $12.2K - $14.1K
2.19K $354K
WTS
Watts Water Technologies Inc

Industrials
5
+ 0.27%
$175.53 - $207.88 $878 - $1.04K
1.88K $389K
LCII
Lci Industries

Consumer Cyclical
74
+ 3.79%
$97.61 - $123.73 $7.22K - $9.16K
2.03K $244K
CAT
Caterpillar Inc

Industrials
16
+ 2.5%
$316.8 - $391.12 $5.07K - $6.26K
656 $256K
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.77%
$233.44 - $279.45 $1.87K - $2.24K
1.05K $289K
MANH
Manhattan Associates Inc

Technology
2
+ 0.17%
$218.59 - $286.0 $437 - $572
1.17K $329K
NVDA
Nvidia Corp

Technology
875
+ 2.71%
$98.91 - $134.91 $86.5K - $118K
33.1K $4.02M
AON
Aon PLC

Financial Services
7
+ 1.01%
$293.16 - $351.06 $2.05K - $2.46K
703 $243K
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.14%
$397.04 - $469.48 $397 - $469
716 $329K
FCN
Fti Consulting, Inc

Industrials
6
+ 0.2%
$213.61 - $230.59 $1.28K - $1.38K
3.08K $699K
CRM
Salesforce, Inc.

Technology
59
+ 4.53%
$238.42 - $276.53 $14.1K - $16.3K
1.36K $372K
GGG
Graco Inc

Industrials
6
+ 0.14%
$77.82 - $87.64 $467 - $526
4.23K $370K
MAA
Mid America Apartment Communities Inc.

Real Estate
6
+ 0.3%
$138.8 - $166.65 $833 - $1K
1.99K $316K
AZN
Astrazeneca PLC

Healthcare
400
+ 10.95%
$76.67 - $87.62 $30.7K - $35K
4.05K $315K
JKHY
Henry Jack & Associates Inc

Technology
96
+ 7.04%
$160.87 - $177.06 $15.4K - $17K
1.46K $257K
FHB
First Hawaiian, Inc.

Financial Services
28
+ 0.23%
$20.52 - $26.1 $575 - $731
12.2K $282K
KO
Coca Cola CO

Consumer Defensive
42
+ 1.33%
$62.69 - $73.01 $2.63K - $3.07K
3.21K $230K
PLBY
Plby Group, Inc.

Consumer Cyclical
31.9K
New
$0.52 - $0.94 $16.6K - $30K
31.9K $24K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
127
+ 3.74%
$147.95 - $191.05 $18.8K - $24.3K
3.52K $611K
RLI
Rli Corp

Financial Services
3
+ 0.2%
$137.07 - $154.98 $411 - $465
1.5K $232K
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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