Kolinsky Wealth Management, LLC Portfolio Holdings

Kolinsky Wealth Management, LLC

  • $162 Million
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $162 Million
  • Prior Value $154 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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