KW
| |
Kolinsky Wealth Management, LLC13F | |
| Kolinsky Wealth Management, LLC | |
| Last update 2025-02-18 | 174 Stocks (20 new) |
| Value $164.00 Mil | Turnover 10 % |
Kolinsky Wealth Management, LL... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,443,098 | 33,479.0 | +6.66% | 20.430 | +1.28% | 0.060 | +25.73% | +6.63% | 56,185.5 | ||
MSFT | Microsoft Corp | 20,909 | 8,813.2 | +2.71% | 5.380 | +0.14% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
AAPL | Apple Inc | 30,621 | 7,668.1 | +1.62% | 4.680 | +0.07% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 11,071 | 6,488.6 | +0.75% | 3.960 | +0.03% | 0.000 | +25.32% | +6.48% | 638,010.6 | ||
AMZN | Amazon.com Inc | 23,937 | 5,251.5 | +3.36% | 3.210 | +0.10% | 0.000 | +28.54% | -0.01% | 2,328,803.1 | Retail - Cyclical | |
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 166,325 | 5,076.2 | New Holding | 3.100 | +3.10% | 0.300 | +15.98% | +10.30% | 2,787.2 | ||
COWZ | Pacer US Cash Cows 100 ETF | 82,531 | 4,661.4 | +6.43% | 2.840 | +0.17% | 0.020 | +19.77% | +1.06% | 21,254.1 | ||
NVDA | NVIDIA Corp | 34,614 | 4,648.4 | +4.50% | 2.840 | +0.12% | 0.000 | +66.17% | +19.17% | 3,902,204.2 | Semiconductors | |
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 66,988 | 2,912.0 | -15.99% | 1.780 | -0.38% | 0.100 | +19.54% | +5.99% | 2,525.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 97,122 | 2,706.8 | +8.13% | 1.650 | +0.12% | 0.010 | +31.16% | +4.91% | 44,212.1 |
Kolinsky Wealth Management, LLC's Historical Top Holdings Breakdowns
Kolinsky Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 2024-12-31 | New Buy New Buy | +3.10% | 29.92 ($30.96) 31.57 | $32.98 | 6.52% | New holding | 166,325 | 166,325 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Add Add | +1.28% | 22.39 ($23.32) 24.15 | $24.57 | 5.36% | Add 6.66% | 1,443,098 | 90,155 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2024-12-31 | Reduce Reduce | -0.84% | 94.42 ($99.42) 106.41 | $94.69 | -4.76% | Reduce -74.38% | 4,660 | -13,526 | |
EME | EMCOR Group Inc | 2024-12-31 | Reduce Reduce | -0.46% | 428.58 ($473.83) 526.95 | $541.34 | 14.25% | Reduce -58.68% | 1,164 | -1,653 | |
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 2024-12-31 | Reduce Reduce | -0.38% | 43.38 ($44.59) 46 | $45.39 | 1.79% | Reduce -15.99% | 66,988 | -12,753 | |
PEP | PepsiCo Inc | 2024-12-31 | Sold Out Sold Out | -0.28% | 151.29 ($163.72) 176.1 | $135.04 | -17.52% | Sold Out | 0 | -2,523 | |
IBIT | ISHARES BITCOIN TR | 2024-12-31 | New Buy New Buy | +0.27% | 33.95 ($47.41) 60.73 | $61.82 | 30.39% | New holding | 8,289 | 8,289 | |
ELV | Elevance Health Inc | 2024-12-31 | Sold Out Sold Out | -0.22% | 365.96 ($416.99) 509.02 | $349.46 | -16.19% | Sold Out | 0 | -655 | |
DV | DoubleVerify Holdings Inc | 2024-12-31 | New Buy New Buy | +0.21% | 16.24 ($18.87) 21.06 | $15.43 | -18.23% | New holding | 18,055 | 18,055 | |
ICLR | Icon PLC | 2024-12-31 | Sold Out Sold Out | -0.21% | 187.22 ($232.71) 297.72 | $151.58 | -34.86% | Sold Out | 0 | -1,142 |
Kolinsky Wealth Management, LLC Total Holding History ($B)
Kolinsky Wealth Management, LLC's Asset Allocation
Kolinsky Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Kolinsky Wealth Management, LLC's Hypothetical Growth since 2024-12-31
Kolinsky Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kolinsky Wealth Management, LLC's Holdings Heat Map
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Kolinsky Wealth Management, LLC's Holdings Bubble Chart
Kolinsky Wealth Management, LLC News
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