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
WTS
Watts Water Technologies Inc

Industrials
167
+ 8.89%
$190.59 - $221.46 $31.8K - $37K
2.05K $415K
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
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
JKHY
Henry Jack & Associates Inc

Technology
127
+ 8.7%
$171.12 - $186.18 $21.7K - $23.6K
1.59K $278K
INTU
Intuit Inc

Technology
19
+ 1.62%
$602.01 - $706.25 $11.4K - $13.4K
1.19K $749K
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 1.91%
$442.29 - $483.08 $15.9K - $17.4K
1.92K $869K
WEC
Wec Energy Group, Inc.

Utilities
81
+ 3.76%
$92.94 - $101.82 $7.53K - $8.25K
2.24K $210K
RGA
Reinsurance Group Of America Inc

Financial Services
20
+ 2.17%
$201.26 - $231.95 $4.03K - $4.64K
940 $200K
Linde PLC
4
+ 0.35%
N/A
1.15K $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
ABBV
Abb Vie Inc.

Healthcare
382
+ 6.01%
$164.99 - $203.87 $63K - $77.9K
6.73K $1.2M
PSX
Phillips 66

Energy
18
+ 0.46%
$110.35 - $138.93 $1.99K - $2.5K
3.97K $452K
NEE
Nextera Energy Inc

Utilities
239
+ 3.11%
$69.77 - $85.43 $16.7K - $20.4K
7.93K $568K
AMGN
Amgen Inc

Healthcare
135
+ 6.02%
$258.78 - $328.31 $34.9K - $44.3K
2.38K $619K
UNH
Unitedhealth Group Inc

Healthcare
21
+ 0.99%
$485.52 - $625.25 $10.2K - $13.1K
2.14K $1.08M
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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