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  Name: Kolinsky Wealth Management LLC
  City: RAMSEY
  State: NJ
  Zip: 07446
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $130,858,000
  Total Value Change : $17,209,000
  Securities Held Change : 9
   
All Securities Held : 143
  New Positions : 9
  Closed Positions : 8
  Increased Positions : 87
  Unchanged Positions : 2
  Decreased Positions : 45

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 74 New $40.17 $400,000 9,881 0.31% 400,000 9,881 0.11    N/A
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 79 New $94.00 $393,000 4,376 0.3% 393,000 4,376 0.001    Semiconductor - Speci...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 98 New $152.47 $330,000 2,429 0.25% 330,000 2,429 0    Semiconductor - Integ...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 120 New $485.74 $250,000 520 0.19% 250,000 520 0.001    Closed - End Fund - E...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 126 New $29.22 $238,000 2,495 0.18% 238,000 2,495 0    Medical Appliances & ...
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 127 New $970.30 $236,000 209 0.18% 236,000 209 0    Auto Parts Stores
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 138 New $49.70 $204,000 4,335 0.16% 204,000 4,335 0    Copper
   (KO)1 Year Chart         KO Coca-Cola Co 140 New $63.94 $203,000 3,325 0.16% 203,000 3,325 0    Beverage Soft Drinks...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 141 New $832.59 $201,000 258 0.15% 201,000 258 0    Drug Manufacturers - ...

      9 Records Found
  1    
Page 1 of 1
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