Kolinsky Wealth Management, LLC Incresed Positions in Q3 2024

Kolinsky Wealth Management, LLC

  • $154 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 2.67%
$61.11 - $67.85 $716K - $794K
451K $30.6M
AAPL
Apple Inc.

Technology
2.11K
+ 7.51%
$207.23 - $234.82 $436K - $495K
30.1K $7.02M
IHDG
Wisdomtree Tr

ETFs
9.47K
+ 13.47%
$42.42 - $46.78 $402K - $443K
79.7K $3.64M
META
Meta Platforms, Inc.

Communication Services
247
+ 7.11%
$453.41 - $572.44 $112K - $141K
3.72K $2.13M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.94K
+ 2.56%
$53.41 - $57.9 $104K - $112K
77.5K $4.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.83K
+ 15.7%
$73.43 - $80.37 $208K - $227K
20.9K $1.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.52K
+ 7.24%
$92.63 - $105.69 $140K - $160K
22.5K $2.34M
IWM
Ishares Russell 2000 ETF

ETFs
810
+ 42.88%
$200.87 - $224.6 $163K - $182K
2.7K $596K
EME
Emcor Group, Inc.

Industrials
3
+ 0.11%
$340.22 - $435.6 $1.02K - $1.31K
2.82K $1.21M
BK
Bank Of New York Mellon Corp

Financial Services
120
+ 0.94%
$59.54 - $72.17 $7.14K - $8.66K
12.9K $927K
MA
Mastercard Inc

Financial Services
137
+ 8.07%
$429.6 - $500.99 $58.9K - $68.6K
1.83K $905K
ACN
Accenture PLC

Technology
59
+ 2.19%
$295.44 - $355.81 $17.4K - $21K
2.76K $974K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 7.35%
$405.19 - $478.57 $52.3K - $61.7K
1.88K $866K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
+ 2.44%
$531.86 - $624.21 $23.9K - $28.1K
1.89K $1.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.27K
+ 26.55%
$79.92 - $88.19 $102K - $112K
6.06K $534K
BLK
Black Rock Inc.

Financial Services
9
+ 1.23%
$782.27 - $949.51 $7.04K - $8.55K
740 $702K
NOW
Service Now, Inc.

Technology
20
+ 2.01%
$730.87 - $937.36 $14.6K - $18.7K
1.02K $908K
ORCL
Oracle Corp

Technology
290
+ 11.59%
$125.9 - $170.35 $36.5K - $49.4K
2.79K $475K
DFS
Discover Financial Services

Financial Services
574
+ 14.36%
$123.41 - $144.72 $70.8K - $83.1K
4.57K $641K
SPOT
Spotify Technology S.A.

Communication Services
140
+ 11.65%
$290.16 - $384.01 $40.6K - $53.8K
1.34K $494K
KKR
Kkr & Co. Inc.

Financial Services
311
+ 10.36%
$104.51 - $133.23 $32.5K - $41.4K
3.31K $432K
UBER
Uber Technologies, Inc

Technology
1.24K
+ 18.01%
$58.48 - $77.47 $72.7K - $96.4K
8.15K $612K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 7.65%
$1591.44 - $2140.1 $23.9K - $32.1K
211 $432K
SBUX
Starbucks Corp

Consumer Cyclical
401
+ 12.63%
$72.51 - $98.6 $29.1K - $39.5K
3.58K $348K
AVGO
Broadcom Inc.

Technology
4.66K
+ 945.84%
$136.27 - $1745.86 $635K - $8.14M
5.16K $889K
FICO
Fair Isaac Corp

Technology
16
+ 11.11%
$1496.51 - $1947.38 $23.9K - $31.2K
160 $311K
NFLX
Netflix Inc

Communication Services
99
+ 15.11%
$598.55 - $722.26 $59.3K - $71.5K
754 $534K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
9
+ 0.22%
$162.45 - $195.17 $1.46K - $1.76K
4.03K $769K
PAYX
Paychex Inc

Industrials
101
+ 2.03%
$116.17 - $135.19 $11.7K - $13.7K
5.09K $682K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.25%
$245.82 - $304.51 $4.92K - $6.09K
1.62K $491K
VZ
Verizon Communications Inc

Communication Services
885
+ 8.5%
$38.89 - $45.0 $34.4K - $39.8K
11.3K $507K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
104
+ 12.64%
$475.2 - $527.7 $49.4K - $54.9K
927 $489K
UNP
Union Pacific Corp

Industrials
81
+ 2.91%
$221.78 - $256.09 $18K - $20.7K
2.87K $705K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 0.38%
$194.9 - $224.8 $5.85K - $6.74K
7.95K $1.68M
PRI
Primerica, Inc.

Financial Services
6
+ 0.24%
$233.01 - $266.6 $1.4K - $1.6K
2.46K $653K
MC
Moelis & CO

Financial Services
12
+ 0.2%
$57.14 - $70.62 $686 - $847
6.05K $414K
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.58%
$66.91 - $81.4 $1.94K - $2.36K
5.02K $405K
AZPN
Aspen Technology, Inc.

Technology
60
+ 4.73%
$172.9 - $239.26 $10.4K - $14.4K
1.33K $317K
AMD
Advanced Micro Devices Inc

Technology
336
+ 11.59%
$128.67 - $183.96 $43.2K - $61.8K
3.23K $530K
MSFT
Microsoft Corp

Technology
891
+ 4.58%
$395.15 - $467.56 $352K - $417K
20.4K $8.76M
ABT
Abbott Laboratories

Healthcare
66
+ 1.31%
$100.07 - $118.13 $6.6K - $7.8K
5.09K $580K
UFPI
Ufp Industries Inc

Basic Materials
5
+ 0.17%
$107.65 - $135.34 $538 - $677
2.95K $386K
LLY
Eli Lilly & CO

Healthcare
72
+ 20.4%
$772.14 - $960.02 $55.6K - $69.1K
425 $376K
SNA
Snap On Inc

Industrials
9
+ 0.48%
$255.35 - $289.77 $2.3K - $2.61K
1.87K $541K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.16%
$259.22 - $299.75 $1.04K - $1.2K
2.48K $696K
KAI
Kadant Inc

Industrials
3
+ 0.25%
$290.3 - $356.64 $871 - $1.07K
1.21K $408K
PEG
Public Service Enterprise Group Inc

Utilities
25
+ 0.77%
$73.58 - $89.21 $1.84K - $2.23K
3.29K $293K
AMGN
Amgen Inc

Healthcare
95
+ 4.43%
$309.38 - $337.38 $29.4K - $32.1K
2.24K $722K
MRVL
Marvell Technology, Inc.

Technology
547
+ 11.16%
$56.15 - $76.24 $30.7K - $41.7K
5.45K $392K
Activity Summary
Buys All Purchases 122 New Holdings 30 Increased Positions 92 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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