Kolinsky Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Million distributed in 176 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 $33.5M, Microsoft Corp with a value of $8.81M, Apple Inc. with a value of $7.67M, Spdr S&P 500 ETF Trust with a value of $6.49M, and Amazon Com Inc with a value of $5.25M.
Examining the 13F form we can see an increase of $8.46M in the current position value, from $154M to 162M.
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
$162 Million
ETFs: $62.1 Million
Technology: $36.4 Million
Financial Services: $18.4 Million
Consumer Cyclical: $11.6 Million
Industrials: $9.28 Million
Communication Services: $8.86 Million
Healthcare: $7.38 Million
Consumer Defensive: $3.57 Million
Other: $4.67 Million
Stock Holdings Table Market Cap. of $200 Billions or more
