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CIK: 0001904326
Total reported value
$163.8M
$163.8M
177 檔
34.7%
During the Q3 2024 filing period, Kolinsky Wealth Management, LLC (CIK: 0001904326) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $163.8M across 177 reported positions.
During Q3 2024, Kolinsky Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 19.68% | — | +2.67% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.70% | — | +4.58% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.57% | — | +7.51% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.10% | — | -2.67% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.92% | — | +2.56% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | — | +2.59% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.62% | — | +2.71% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-Other | 2.37% | — | +13.47% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.52% | — | +7.24% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | — | +7.11% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | — | -12.55% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | — | -0.30% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.13% | — | -0.04% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | — | +0.38% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.09% | — | +15.70% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | — | -1.23% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | — | -3.51% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | — | -1.08% | |
| 19 | EME | Emcor Group Inc | Stock-Industrials | 0.79% | — | +0.11% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | — | +2.44% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | — | -5.92% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 0.64% | — | -4.55% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | — | -0.16% | |
| 24 | ACN | Accenture plc | Stock-Tech | 0.63% | — | +2.19% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | — | -1.61% | |
| 26 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.60% | — | +0.94% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | — | +4.98% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.59% | — | +2.01% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | — | +8.07% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | — | +945.84% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.57% | — | +4.09% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | — | +7.35% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | — | -5.73% | |
| 34 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.54% | — | -0.56% | |
| 35 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.50% | — | +0.22% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.47% | — | -1.84% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | — | +0.25% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | — | +4.43% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.46% | — | -0.19% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | — | +2.91% | |
| 41 | BLKCHF | Blackrock Inc | Stock-Other | 0.46% | — | +1.23% | |
| 42 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.46% | — | -2.93% | |
| 43 | FCN | Fti Consulting Inc | Stock-Industrials | 0.46% | — | +0.20% | |
| 44 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.45% | — | +0.16% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.44% | — | +2.03% | |
| 46 | PRI | Primerica Inc | Stock-Financials | 0.42% | — | +0.24% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | — | -0.21% | |
| 48 | DFSEUR | Discover Financial Services | Stock-Other | 0.42% | — | +14.36% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.42% | — | -1.17% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | -2.44% |
According to official SEC Form 13F filings, Kolinsky Wealth Management, LLC reported a total U.S. public equity portfolio value of $163.8M across 177 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, MSFT, AAPL) accounted for 34.7% of total reported equity market value during Q3 2024.
During Q3 2024, Kolinsky Wealth Management, LLC's top holdings by market value included SCHX (19.7%)、MSFT (5.7%)、AAPL (4.6%). The largest single position, SCHX, represented 19.7% of total portfolio value.
In Q3 2024, Kolinsky Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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