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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 : 2     View All Holdings Currently Viewing:  Unchanged 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
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 91 - $341.40 $345,000 1,022 0.26% 35,000 0 0    Closed - End Fund - E...
   (VLY)1 Year Chart         VLY Valley National Bancorp 130 - $6.95 $226,000 28,360 0.17% -82,000 0 0.007    Domestic Regional Banks

      2 Records Found
  1    
Page 1 of 1
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