Kolinsky Wealth Management, LLC
- SEC CIK
- 0001904326
- Latest filing
- Feb 18, 2025
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 20, 2022. Long positions only.
- Positions
- 149
- No filing for Q3 2021
- Portfolio value
- $108.1M
- No filing for Q3 2021
Kolinsky Wealth Management, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 216,414 | $24.6M | 22.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,554 | $8.34M | 7.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 16,721 | $5.62M | 5.2% | – | – | History |
| AAPLApple Inc. | Stock | 25,927 | $4.60M | 4.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 968 | $3.23M | 3.0% | – | – | History |
| HDHome Depot, Inc. | Stock | 5,511 | $2.29M | 2.1% | – | – | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 50,377 | $1.53M | 1.4% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,622 | $1.49M | 1.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 497 | $1.44M | 1.3% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,332 | $1.20M | 1.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,354 | $1.18M | 1.1% | – | – | History |
| ACNAccenture plc | Stock | 2,788 | $1.16M | 1.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,755 | $1.07M | 1.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 358 | $1.04M | 1.0% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,151 | $963.0K | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,172 | $933.0K | 0.9% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,633 | $886.0K | 0.8% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 12,613 | $799.0K | 0.7% | – | – | History |
| VVisa Inc. | Stock | 3,541 | $767.0K | 0.7% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 13,074 | $759.0K | 0.7% | – | – | History |
| INTUIntuit Inc. | Stock | 1,119 | $720.0K | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 4,923 | $693.0K | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,302 | $688.0K | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,701 | $680.0K | 0.6% | – | – | History |
| ASMLASML Holding NV | ADR | 850 | $677.0K | 0.6% | – | – | History |
| CMCSAComcast Corp | Stock | 13,383 | $674.0K | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 4,929 | $667.0K | 0.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 955 | $637.0K | 0.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 5,312 | $621.0K | 0.6% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 2,896 | $621.0K | 0.6% | – | – | History |
| BACBank of America Corp | Stock | 13,532 | $602.0K | 0.6% | – | – | History |
| PAYXPaychex Inc | Stock | 4,187 | $572.0K | 0.5% | – | – | History |
| NEENextera Energy Inc | Stock | 6,045 | $564.0K | 0.5% | – | – | History |
| BLKBlackRock, Inc. | COM | 596 | $546.0K | 0.5% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,481 | $539.0K | 0.5% | – | – | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 15,181 | $534.0K | 0.5% | – | – | History |
| FCNFti Consulting, Inc | COM | 3,319 | $509.0K | 0.5% | – | – | History |
| LRCXLam Research Corp | COM | 684 | $492.0K | 0.5% | – | – | History |
| TGTTarget Corp | Stock | 2,117 | $490.0K | 0.5% | – | – | History |
| NKENIKE, Inc. | Stock | 2,856 | $476.0K | 0.4% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,823 | $476.0K | 0.4% | – | – | – |
| SSDSimpson Manufacturing Co., Inc. | COM | 3,390 | $471.0K | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,843 | $465.0K | 0.4% | – | – | History |
| DFSDiscover Financial Services | COM | 3,875 | $448.0K | 0.4% | – | – | History |
| MAMastercard Inc | Stock | 1,244 | $447.0K | 0.4% | – | – | History |
| EMEEMCOR Group, Inc. | Stock | 3,467 | $442.0K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,748 | $440.0K | 0.4% | – | – | History |
| SHOPShopify Inc. | Stock | 313 | $431.0K | 0.4% | – | – | History |
| PLDPrologis, Inc. | REIT | 2,550 | $429.0K | 0.4% | – | – | History |
| NFLXNetflix Inc | Stock | 702 | $423.0K | 0.4% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,640 | $415.0K | 0.4% | – | – | History |
| VZVerizon Communications Inc | Stock | 7,951 | $413.0K | 0.4% | – | – | History |
| GOLFAcushnet Holdings Corp. | COM | 7,710 | $409.0K | 0.4% | – | – | History |
| WTSWatts Water Technologies Inc | CL A | 2,073 | $403.0K | 0.4% | – | – | History |
| USBUS Bancorp DE | COM NEW | 7,140 | $401.0K | 0.4% | – | – | History |
| AZPNASPENTECH Corp | COM | 2,617 | $398.0K | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 3,361 | $394.0K | 0.4% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,086 | $393.0K | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 687 | $390.0K | 0.4% | – | – | History |
| TSLATesla, Inc. | Stock | 369 | $390.0K | 0.4% | – | – | History |
| VLYValley National Bancorp | COM | 28,360 | $390.0K | 0.4% | – | – | History |
| MANHManhattan Associates Inc | Stock | 2,457 | $382.0K | 0.4% | – | – | History |
| GGGGraco Inc | COM | 4,719 | $380.0K | 0.4% | – | – | History |
| FDSFactset Research Systems Inc | Stock | 777 | $378.0K | 0.3% | – | – | History |
| CCICrown Castle Inc. | REIT | 1,812 | $378.0K | 0.3% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 1,245 | $376.0K | 0.3% | – | – | History |
| LSTRLandstar System Inc | COM | 2,103 | $376.0K | 0.3% | – | – | History |
| PRIPrimerica, Inc. | Stock | 2,447 | $375.0K | 0.3% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,781 | $372.0K | 0.3% | – | – | History |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 6,362 | $367.0K | 0.3% | – | – | – |
| ZTSZoetis Inc. | Stock | 1,496 | $365.0K | 0.3% | – | – | History |
| TEAMAtlassian Corp | CL A | 955 | $364.0K | 0.3% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 4,146 | $363.0K | 0.3% | – | – | History |
| LULUlululemon athletica inc. | Stock | 922 | $361.0K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 2,481 | $359.0K | 0.3% | – | – | History |
| CVSCVS Health Corp | Stock | 3,419 | $353.0K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,013 | $350.0K | 0.3% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,858 | $350.0K | 0.3% | – | – | History |
| FHBFirst Hawaiian, Inc. | COM | 12,740 | $348.0K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,295 | $347.0K | 0.3% | – | – | History |
| LINLinde PLC | SHS | 969 | $336.0K | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,961 | $335.0K | 0.3% | – | – | History |
| DHRDanaher Corp | Stock | 1,017 | $335.0K | 0.3% | – | – | History |
| ADIAnalog Devices Inc | Stock | 1,899 | $334.0K | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,294 | $334.0K | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,294 | $329.0K | 0.3% | – | – | History |
| NOWServiceNow, Inc. | Stock | 500 | $325.0K | 0.3% | – | – | History |
| ALCAlcon Inc | Stock | 3,693 | $322.0K | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 3,364 | $320.0K | 0.3% | – | – | History |
| IRTIndependence Realty Trust, Inc. | COM | 12,379 | $320.0K | 0.3% | – | – | History |
| HONHoneywell International Inc | COM | 1,505 | $314.0K | 0.3% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 1,847 | $313.0K | 0.3% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,021 | $312.0K | 0.3% | – | – | – |
| TTCToro Co | COM | 3,118 | $312.0K | 0.3% | – | – | History |
| RACEFerrari N.V. | COM | 1,185 | $307.0K | 0.3% | – | – | History |
| ELVElevance Health, Inc. | Stock | 657 | $305.0K | 0.3% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,118 | $305.0K | 0.3% | – | – | History |
| ICLRIcon PLC | COM | 964 | $299.0K | 0.3% | – | – | History |
| LMTLockheed Martin Corp | Stock | 819 | $291.0K | 0.3% | – | – | History |
| MCMoelis & Co | CL A | 4,493 | $281.0K | 0.3% | – | – | History |