Kolinsky Wealth Management, LLC Incresed Positions in Q4 2024

Kolinsky Wealth Management, LLC

  • $162 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
TSLA
Tesla, Inc.

Consumer Cyclical
386
+ 33.57%
$213.65 - $479.86 $82.5K - $185K
1.54K $620K
JPM
Jpmorgan Chase & CO

Financial Services
378
+ 4.75%
$205.18 - $250.29 $77.6K - $94.6K
8.33K $2M
V
Visa Inc.

Financial Services
527
+ 14.6%
$273.87 - $320.91 $144K - $169K
4.14K $1.31M
META
Meta Platforms, Inc.

Communication Services
363
+ 9.76%
$554.08 - $632.68 $201K - $230K
4.08K $2.41M
IVV
Ishares Core S&P 500 ETF

ETFs
352
+ 41.95%
$570.51 - $610.59 $201K - $215K
1.19K $701K
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
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
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
ZBRA
Zebra Technologies Corp

Technology
92
+ 12.9%
$360.09 - $411.94 $33.1K - $37.9K
805 $310K
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
USB
Us Bancorp \De\

Financial Services
508
+ 6.06%
$43.98 - $53.66 $22.3K - $27.3K
8.89K $424K
ACN
Accenture PLC

Technology
131
+ 4.75%
$343.9 - $376.86 $45.1K - $49.4K
2.89K $1.02M
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
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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