Kolinsky Wealth Management, LLC Portfolio Holdings

Kolinsky Wealth Management, LLC

  • $154 Million
  • Q3 2024

Kolinsky Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $154 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $30.6M, Microsoft Corp with a value of $8.76M, Apple Inc. with a value of $7.02M, Spdr S&P 500 ETF Trust with a value of $6.31M, and Pacer Fds Tr Us Cash Cows 100 with a value of $4.48M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $138M to 154M.

Kolinsky Wealth Management, LLC is based out at Ramsey, NJ

Below you can find more details about Kolinsky Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Million
ETFs: $54.1 Million
Technology: $35.2 Million
Financial Services: $15.7 Million
Consumer Cyclical: $11.9 Million
Industrials: $9.78 Million
Healthcare: $9.58 Million
Communication Services: $7.76 Million
Consumer Defensive: $4.56 Million
Other: $5.25 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.6 Million 19.89% of portfolio
450,981
Q3 2024 Added 2.67%
$0
$6.31 Million 4.1% of portfolio
10,989
Q3 2024 Reduced 2.67%
$0
$4.48 Million 2.91% of portfolio
77,548
Q3 2024 Added 2.56%
$0
$3.64 Million 2.37% of portfolio
79,741
Q3 2024 Added 13.47%
$0
$2.34 Million 1.52% of portfolio
22,454
Q3 2024 Added 7.24%
$0
$1.74 Million 1.13% of portfolio
18,186
Q3 2024 Reduced 0.04%
$0
$1.68 Million 1.09% of portfolio
20,859
Q3 2024 Added 15.7%
$0
$596,000 0.39% of portfolio
2,699
Q3 2024 Added 42.88%
$0
$534,000 0.35% of portfolio
6,063
Q3 2024 Added 26.55%
$0
$489,000 0.32% of portfolio
927
Q3 2024 Added 12.64%
$0
$483,000 0.31% of portfolio
839
Q3 2024 Reduced 51.33%
$0
$412,000 0.27% of portfolio
17,082
Q3 2024 New
$0
$387,000 0.25% of portfolio
1,033
Q3 2024 Reduced 15.81%
$0
$216,000 0.14% of portfolio
4,025
Q3 2024 New
$0
$215,000 0.14% of portfolio
3,807
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $154 Million
  • Prior Value $138 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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