Kolinsky Wealth Management, LLC Reduced Holdings in Q4 2024

Kolinsky Wealth Management, LLC

  • $162 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-13.5K
- 74.38%
$94.37 - $106.41 $1.28M - $1.44M
4.66K $449K
IHDG
Wisdomtree Tr

ETFs
-12.8K
- 15.99%
$43.38 - $46.0 $553K - $587K
67K $2.91M
EME
Emcor Group, Inc.

Industrials
-1.65K
- 58.68%
$427.96 - $526.95 $707K - $871K
1.16K $528K
HD
Home Depot, Inc.

Consumer Cyclical
-521
- 11.96%
$385.02 - $431.37 $201K - $225K
3.84K $1.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-148
- 7.82%
$501.29 - $612.85 $74.2K - $90.7K
1.75K $907K
NVO
Novo Nordisk A S

Healthcare
-98
- 1.33%
$85.0 - $120.04 $8.33K - $11.8K
7.25K $623K
UBER
Uber Technologies, Inc

Technology
-1.88K
- 23.01%
$59.93 - $86.34 $112K - $162K
6.28K $378K
MRK
Merck & Co., Inc.

Healthcare
-1.05K
- 12.95%
$96.31 - $114.76 $101K - $120K
7.05K $700K
ASML
Asml Holding Nv

Technology
-115
- 15.19%
$658.43 - $872.27 $75.7K - $100K
642 $444K
ADBE
Adobe Inc.

Technology
-104
- 5.45%
$437.39 - $552.96 $45.5K - $57.5K
1.8K $802K
LMT
Lockheed Martin Corp

Industrials
-112
- 10.21%
$479.66 - $614.62 $53.7K - $68.8K
985 $478K
RACE
Ferrari N.V.

Consumer Cyclical
-183
- 10.38%
$422.83 - $490.34 $77.4K - $89.7K
1.58K $671K
MPWR
Monolithic Power Systems Inc

Technology
-8
- 2.03%
$560.06 - $942.58 $4.48K - $7.54K
387 $228K
AMAT
Applied Materials Inc

Technology
-185
- 7.29%
$161.44 - $213.89 $29.9K - $39.6K
2.35K $382K
NU
Nu Holdings Ltd.

Financial Services
-5.13K
- 24.31%
$10.24 - $15.89 $52.5K - $81.5K
16K $165K
MELI
Mercadolibre Inc

Consumer Cyclical
-20
- 9.48%
$1666.0 - $2117.3 $33.3K - $42.3K
191 $324K
PLD
Prologis, Inc.

Real Estate
-219
- 6.34%
$101.4 - $126.96 $22.2K - $27.8K
3.23K $341K
CMCSA
Comcast Corp

Communication Services
-1.16K
- 10.6%
$37.39 - $45.14 $43.3K - $52.3K
9.78K $367K
FICO
Fair Isaac Corp

Technology
-44
- 27.5%
$1911.01 - $2382.4 $84.1K - $105K
116 $230K
AZN
Astrazeneca PLC

Healthcare
-475
- 11.72%
$63.2 - $79.58 $30K - $37.8K
3.58K $234K
PHM
Pultegroup Inc

Consumer Cyclical
-18
- 0.87%
$108.86 - $149.04 $1.96K - $2.68K
2.06K $224K
DHR
Danaher Corp

Healthcare
-106
- 10.78%
$226.16 - $274.52 $24K - $29.1K
877 $201K
KLAC
Kla Corp

Technology
-12
- 2.82%
$614.46 - $829.55 $7.37K - $9.95K
413 $260K
MCD
Mcdonalds Corp

Consumer Cyclical
-146
- 9.04%
$288.47 - $316.54 $42.1K - $46.2K
1.47K $425K
ISRG
Intuitive Surgical Inc

Healthcare
-170
- 19.47%
$471.27 - $550.62 $80.1K - $93.6K
703 $366K
XOM
Exxon Mobil Corp

Energy
-232
- 6.5%
$105.51 - $125.37 $24.5K - $29.1K
3.34K $359K
SBUX
Starbucks Corp

Consumer Cyclical
-257
- 7.19%
$87.44 - $102.5 $22.5K - $26.3K
3.32K $302K
JNJ
Johnson & Johnson

Healthcare
-23
- 1.05%
$143.34 - $165.86 $3.3K - $3.81K
2.16K $312K
LCII
Lci Industries

Consumer Cyclical
-8
- 0.39%
$101.78 - $126.7 $814 - $1.01K
2.02K $208K
PGR
Progressive Corp

Financial Services
-10
- 0.45%
$239.6 - $268.88 $2.4K - $2.69K
2.2K $526K
AON
Aon PLC

Financial Services
-108
- 15.36%
$344.14 - $393.31 $37.2K - $42.5K
595 $213K
ADI
Analog Devices Inc

Technology
-13
- 0.99%
$206.35 - $236.48 $2.68K - $3.07K
1.29K $274K
SPOT
Spotify Technology S.A.

Communication Services
-288
- 21.46%
$362.95 - $502.38 $105K - $145K
1.05K $471K
CB
Chubb LTD

Financial Services
-23
- 2.58%
$271.57 - $301.89 $6.25K - $6.94K
869 $240K
TXN
Texas Instruments Inc

Technology
-48
- 3.65%
N/A
1.27K $246K
VLY
Valley National Bancorp

Financial Services
-505
- 1.78%
$8.7 - $10.78 $4.39K - $5.44K
27.9K $252K
MSCI
Msci Inc.

Financial Services
-12
- 3.43%
$569.09 - $635.99 $6.83K - $7.63K
338 $202K
Canadian Pacific Kansas City
-546
- 11.07%
N/A
4.39K $0
CDNS
Cadence Design Systems Inc

Technology
-108
- 9.62%
$249.1 - $324.54 $26.9K - $35.1K
1.02K $304K
PH
Parker Hannifin Corp

Industrials
-2
- 0.36%
$621.74 - $709.46 $1.24K - $1.42K
555 $352K
WDAY
Workday, Inc.

Technology
-43
- 5.08%
$233.85 - $279.91 $10.1K - $12K
803 $207K
VRSK
Verisk Analytics, Inc.

Industrials
-2
- 0.19%
$262.86 - $294.75 $526 - $590
1.05K $288K
BX
Blackstone Inc.

Financial Services
-2
- 0.14%
$148.45 - $199.05 $297 - $398
1.45K $250K
KULR
Kulr Technology Group, Inc.

Technology
-3.24K
- 21.6%
$0.27 - $4.8 $875 - $15.6K
11.8K $41K
KKR
Kkr & Co. Inc.

Financial Services
-91
- 2.75%
$129.87 - $162.87 $11.8K - $14.8K
3.22K $476K
MA
Mastercard Inc

Financial Services
-4
- 0.22%
$491.3 - $536.15 $1.97K - $2.14K
1.83K $963K
APO
Apollo Global Management, Inc.

Financial Services
-39
- 2.4%
$131.36 - $178.61 $5.12K - $6.97K
1.59K $262K
NFLX
Netflix Inc

Communication Services
-21
- 2.79%
$687.65 - $936.56 $14.4K - $19.7K
733 $653K
NOW
Service Now, Inc.

Technology
-11
- 1.08%
$867.18 - $1148.42 $9.54K - $12.6K
1.01K $1.07M
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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