Kolinsky Wealth Management, LLC Sells in Q3 2024

Kolinsky Wealth Management, LLC

  • $154 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.81K
- 12.55%
$148.65 - $191.18 $269K - $345K
12.6K $2.09M
IVV
Ishares Core S&P 500 ETF

ETFs
-885
- 51.33%
$520.18 - $576.82 $460K - $510K
839 $483K
ASML
Asml Holding Nv

Technology
-19
- 2.45%
$749.82 - $1098.95 $14.2K - $20.9K
757 $630K
AMAT
Applied Materials Inc

Technology
-210
- 7.64%
$174.88 - $254.97 $36.7K - $53.5K
2.54K $512K
GOOG
Alphabet Inc.

Communication Services
-79
- 1.08%
$149.54 - $192.66 $11.8K - $15.2K
7.26K $1.21M
ADBE
Adobe Inc.

Technology
-91
- 4.55%
$508.13 - $586.55 $46.2K - $53.4K
1.91K $987K
MCHP
Microchip Technology Inc

Technology
-627
- 14.55%
$72.0 - $95.98 $45.1K - $60.2K
3.68K $295K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-194
- 15.81%
$332.02 - $382.76 $64.4K - $74.3K
1.03K $387K
INTU
Intuit Inc

Technology
-22
- 1.84%
$602.97 - $670.49 $13.3K - $14.8K
1.17K $728K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-47
- 0.45%
$49.83 - $62.75 $2.34K - $2.95K
10.5K $604K
PSX
Phillips 66

Energy
-38
- 0.95%
$125.0 - $147.17 $4.75K - $5.59K
3.95K $519K
COP
Conocophillips

Energy
-129
- 4.87%
$102.3 - $116.61 $13.2K - $15K
2.52K $265K
UPS
United Parcel Service Inc

Industrials
-210
- 6.75%
$123.32 - $147.38 $25.9K - $30.9K
2.9K $395K
ELV
Elevance Health, Inc.

Healthcare
-22
- 3.25%
$500.12 - $562.29 $11K - $12.4K
655 $340K
ISRG
Intuitive Surgical Inc

Healthcare
-147
- 14.41%
$416.14 - $494.01 $61.2K - $72.6K
873 $428K
PEP
Pepsico Inc

Consumer Defensive
-218
- 7.95%
$161.9 - $179.3 $35.3K - $39.1K
2.52K $428K
PANW
Palo Alto Networks Inc

Technology
-72
- 10.39%
$294.18 - $368.01 $21.2K - $26.5K
621 $212K
XOM
Exxon Mobil Corp

Energy
-250
- 6.54%
$109.72 - $119.0 $27.4K - $29.8K
3.57K $418K
V
Visa Inc.

Financial Services
-227
- 5.92%
$253.74 - $291.56 $57.6K - $66.2K
3.61K $992K
FERG
Ferguson PLC

Industrials
-78
- 7.07%
$185.87 - $222.65 $14.5K - $17.4K
1.03K $203K
BX
Blackstone Inc.

Financial Services
-399
- 21.51%
$120.77 - $159.66 $48.2K - $63.7K
1.46K $222K
Linde PLC
-11
- 0.95%
N/A
1.15K $0
FTV
Fortive Corp

Technology
-104
- 3.01%
$67.01 - $79.2 $6.97K - $8.24K
3.35K $264K
MO
Altria Group, Inc.

Consumer Defensive
-264
- 5.91%
$45.95 - $54.71 $12.1K - $14.4K
4.21K $214K
IT
Gartner Inc

Technology
-36
- 7.07%
$441.32 - $516.47 $15.9K - $18.6K
473 $239K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-6
- 3.09%
$1015.62 - $1159.62 $6.09K - $6.96K
188 $216K
CB
Chubb LTD

Financial Services
-40
- 4.29%
$252.51 - $292.2 $10.1K - $11.7K
892 $257K
DHR
Danaher Corp

Healthcare
-18
- 1.8%
$239.25 - $280.76 $4.31K - $5.05K
983 $273K
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 1.61%
$801.83 - $917.05 $14.4K - $16.5K
1.1K $973K
CMCSA
Comcast Corp

Communication Services
-51
- 0.46%
$37.33 - $41.78 $1.9K - $2.13K
10.9K $456K
USB
Us Bancorp \De\

Financial Services
-365
- 4.18%
$39.04 - $47.23 $14.2K - $17.2K
8.38K $383K
PH
Parker Hannifin Corp

Industrials
-54
- 8.84%
$501.01 - $635.92 $27.1K - $34.3K
557 $351K
PLD
Prologis, Inc.

Real Estate
-41
- 1.17%
$111.95 - $132.43 $4.59K - $5.43K
3.45K $436K
AMP
Ameriprise Financial Inc

Financial Services
-45
- 2.93%
$391.53 - $469.81 $17.6K - $21.1K
1.49K $700K
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.16%
$160.76 - $177.82 $1.45K - $1.6K
5.67K $982K
CSCO
Cisco Systems, Inc.

Technology
-301
- 2.44%
$44.74 - $53.22 $13.5K - $16K
12K $639K
PHM
Pultegroup Inc

Consumer Cyclical
-112
- 5.12%
$103.95 - $144.98 $11.6K - $16.2K
2.08K $298K
AXP
American Express CO

Financial Services
-1
- 0.06%
$225.92 - $271.17 $226 - $271
1.61K $437K
PGR
Progressive Corp

Financial Services
-129
- 5.52%
$209.46 - $259.24 $27K - $33.4K
2.21K $559K
PM
Philip Morris International Inc.

Consumer Defensive
-421
- 5.73%
$101.25 - $127.45 $42.6K - $53.7K
6.93K $841K
RACE
Ferrari N.V.

Consumer Cyclical
-10
- 0.56%
$405.92 - $496.79 $4.06K - $4.97K
1.76K $828K
NEE
Nextera Energy Inc

Utilities
-16
- 0.21%
$69.9 - $84.97 $1.12K - $1.36K
7.69K $650K
AVUV
American Centy ETF Tr Avantis

ETFs
-8
- 0.04%
$88.24 - $99.7 $706 - $798
18.2K $1.74M
UNH
Unitedhealth Group Inc

Healthcare
-77
- 3.51%
$488.01 - $604.18 $37.6K - $46.5K
2.11K $1.24M
LMT
Lockheed Martin Corp

Industrials
-13
- 1.17%
$460.3 - $584.56 $5.98K - $7.6K
1.1K $641K
ABBV
Abb Vie Inc.

Healthcare
-79
- 1.23%
$163.84 - $199.33 $12.9K - $15.7K
6.35K $1.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
-301
- 2.67%
$517.38 - $573.86 $156K - $173K
11K $6.31M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.3%
$333.64 - $405.2 $4.34K - $5.27K
4.36K $1.77M
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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