Kolinsky Wealth Management, LLC 13F Holdings

CIK 0001904326 · RAMSEY, NJ

As of Dec 31, 2024, Kolinsky Wealth Management, LLC reported 174 positions worth 63.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US LARGE-CAP ETFSCHXEquity1,443,098$33.5M20.43%
MICROSOFT CORPMSFTTechnology20,909$8.8M5.38%
APPLE INCAAPLTechnology30,621$7.7M4.68%
SPDR S&P 500 ETF TRUSTSPY—11,071$6.5M3.96%
AMAZON.COM INCAMZNEquity23,937$5.3M3.21%
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI—166,325$5.1M3.10%
PACER US CASH COWS 100 ETFCOWZ—82,531$4.7M2.84%
NVIDIA CORPNVDATechnology34,614$4.6M2.84%
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDIHDG—66,988$2.9M1.78%
SCHWAB US LARGE-CAP GROWTHSCHG—97,122$2.7M1.65%
ALPHABET INCGOOGLEquity12,874$2.4M1.49%
META PLATFORMS INCMETACommunication Services4,083$2.4M1.46%
JPMORGAN CHASE & COJPMFinancial Services8,330$2.0M1.22%
SCHWAB US LARGE-CAP VALUESCHVEquity67,339 .8M1.07%
HOME DEPOT INCHDConsumer Cyclical3,836 .5M0.91%
ALPHABET INCGOOGEquity7,409 .4M0.86%
VISA INC-CLASS A SHARESVFinancial Services4,136 .3M0.80%
ABBVIE INCABBVEquity6,734 .2M0.73%
BROADCOM INCAVGOTechnology5,153 .2M0.73%
UNITEDHEALTH GROUP INCUNHHealthcare2,135 .1M0.66%
SERVICENOW INCNOWTechnology1,005 .1M0.65%
COSTCO WHOLESALE CORPCOSTConsumer Defensive1,134 .0M0.63%
ACCENTURE PLCACNTechnology2,887 .0M0.62%
BANK OF NEW YORK MELLON CORPBKFinancial Services12,950$994.9K0.61%
MASTERCARD INCMAFinancial Services1,830$963.5K0.59%