Filer Name: KOLINSKY WEALTH MANAGEMENT, LLC
CIK: 1904326
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 174
Portfolio Value: $0.16B

Kolinsky Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 1,443,098 $33M 20.43% 220.0% -
MSFT US MICROSOFT CORP 20,909 $9M 5.38% 2.7% -
AAPL US APPLE INC 30,621 $8M 4.68% 1.6% -
SPY US SPDR S&P 500 ETF TRUST 11,071 $6M 3.96% 0.7% -
AMZN US AMAZON.COM INC 23,937 $5M 3.21% 3.4% -
LVHI US FRANKLIN INTERNATIONAL LOW V 166,325 $5M 3.10% 100.0% -
COWZ US PACER US CASH COWS 100 ETF 82,531 $5M 2.84% 6.4% -
NVDA US NVIDIA CORP 34,614 $5M 2.84% 4.5% -
IHDG US WISDOMTREE INTERNATIONAL HED 66,988 $3M 1.78% -16.0% -
SCHG US SCHWAB US LARGE-CAP GROWTH 97,122 $3M 1.65% 332.5% -
GOOGL US ALPHABET INC-CL A 12,874 $2M 1.49% 2.3% -
META US META PLATFORMS INC-CLASS A 4,083 $2M 1.46% 9.8% -
JPM US JPMORGAN CHASE & CO 8,330 $2M 1.22% 4.8% -
SCHV US SCHWAB US LARGE-CAP VALUE 67,339 $2M 1.07% 222.8% -
HD US HOME DEPOT INC 3,836 $1M 0.91% -12.0% -
GOOG US ALPHABET INC-CL C 7,409 $1M 0.86% 2.0% -
V US VISA INC-CLASS A SHARES 4,136 $1M 0.80% 14.6% -
AVGO US BROADCOM INC 5,153 $1M 0.73% -0.1% -
ABBV US ABBVIE INC 6,734 $1M 0.73% 6.0% -
UNH US UNITEDHEALTH GROUP INC 2,135 $1M 0.66% 1.0% -
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