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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 : 2024-06-30
  Total Value : $139,561,000
  Total Value Change : $8,703,000
  Securities Held Change : 12
   
All Securities Held : 155
  New Positions : 19
  Closed Positions : 8
  Increased Positions : 83
  Unchanged Positions : 10
  Decreased Positions : 43

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     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
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 1 - $22.91 $28,223,000 439,272 20.22% 1,117,000 2,498 0.016    Closed - End Fund - Debt
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $432.53 $8,701,000 19,467 6.23% 903,000 933 0    Application Software
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 3 - $580.01 $6,144,000 11,290 4.4% -348,000 -1,122 0    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 4 - $230.10 $5,903,000 28,026 4.23% 1,395,000 1,739 0    Personal Computers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 5 - $192.73 $4,362,000 22,573 3.13% 400,000 611 0    Internet Software & S...
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 6 - $0.00 $4,120,000 75,610 2.95% -111,000 2,798 0.008    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 7 - $139.34 $3,984,000 32,247 2.85% 1,089,000 29,043 0    Semiconductor - Speci...
   (IHDG)1 Year Chart         IHDG Widsom Tree International H... 8 - $44.42 $3,204,000 70,275 2.3% 456,000 10,454 0.018    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 9 - $174.46 $2,622,000 14,395 1.88% 608,000 1,051 0    Search Engines & Info...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 10 - $26.70 $2,111,000 20,938 1.51% 350,000 1,949 0.002    Closed - End Fund - Debt
   (META)1 Year Chart         META Meta Platforms Inc 11 - $591.80 $1,751,000 3,473 1.25% 93,000 59 0    Internet Service Prov...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 12 - $95.81 $1,632,000 18,194 1.17% -142,000 -733 0.02    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 13 - $224.41 $1,602,000 7,922 1.15% 61,000 228 0    Domestic Money Center...
   (HD)1 Year Chart         HD Home Depot Inc 14 - $392.52 $1,504,000 4,370 1.08% -132,000 105 0    Home Improvement Stores
   (GOOG)1 Year Chart         GOOG Alphabet Inc 15 - $176.14 $1,346,000 7,340 0.96% 263,000 228 0    Search Engines & Info...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 16 - $26.70 $1,336,000 18,029 0.96% 154,000 2,474 0.014    Closed - End Fund - Debt
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 17 - $562.96 $1,116,000 2,191 0.8% -93,000 -253 0    Health Care Plans
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 18 - $486.68 $1,111,000 1,999 0.8% 43,000 -118 0    Application Software
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 19 - $201.50 $1,103,000 6,431 0.79% -43,000 136 0    Drug Manufacturers - ...
   (EME)1 Year Chart         EME Emcor Group Inc 20 - $431.77 $1,027,000 2,814 0.74% 42,000 0 0.005    General Contractors
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 21 - $113.24 $1,008,000 7,062 0.72% 120,000 148 0    Drug Manufacturers - ...
   (V)1 Year Chart         V Visa Inc 22 - $290.16 $1,007,000 3,836 0.72% -45,000 66 0    Business Services
   (MRK)1 Year Chart         MRK Merck & Co Inc 23 - $104.83 $954,000 7,709 0.68% -18,000 343 0    Drug Manufacturers - ...
   (COST)1 Year Chart         COST Costco Wholesale Corp 24 - $879.09 $948,000 1,116 0.68% 107,000 -31 0    Discount, Variety Stores
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 25 - $582.67 $943,000 1,724 0.68% -661,000 -1,326 0    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 26 - $166.16 $937,000 5,683 0.67% 78,000 386 0    Cleaning Products
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 27 - $550.62 $883,000 1,848 0.63% 189,000 654 0    Medical Laboratories ...
   (ACN)1 Year Chart         ACN Accenture Plc 28 - $346.57 $818,000 2,697 0.59% -191,000 -213 0    Management Services
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 29 - $0.00 $794,000 776 0.57% 23,000 -18 0    Semiconductor Equipme...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 30 - $176.64 $792,000 493 0.57% 213,000 56 0    Semiconductor- Broad...
   (INTU)1 Year Chart         INTU Intuit Inc 31 - $621.11 $785,000 1,195 0.56% 58,000 77 0    Application Software
   (NOW)1 Year Chart         NOW Servicenow, Inc. 32 - $950.00 $784,000 996 0.56% 72,000 62 0.001    Information Technolog...
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 33 - $75.93 $766,000 12,785 0.55% 31,000 37 0.001    Domestic Money Center...
   (CVX)1 Year Chart         CVX Chevron Corp 34 - $148.05 $757,000 4,837 0.54% 63,000 440 0    Integrated Oil & Gas
   (MA)1 Year Chart         MA MasterCard Inc A 35 - $513.69 $748,000 1,697 0.54% -53,000 34 0    Business Services
   (PM)1 Year Chart         PM Philip Morris International... 36 - $132.11 $745,000 7,353 0.53% 302,000 2,522 0    Cigarettes & Other To...
   (RACE)1 Year Chart         RACE Ferrari NV 37 - $0.00 $724,000 1,773 0.52% -19,000 68 0.001    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 38 - $454.96 $714,000 1,754 0.51% 37,000 143 0    Property & Casualty I...
   (SSD)1 Year Chart         SSD Simpson Manufacturing Co Inc 39 - $181.06 $677,000 4,020 0.49% -147,000 2 0.009    Small Tools & Accesso...
   (AMGN)1 Year Chart         AMGN Amgen Inc 40 - $315.54 $671,000 2,146 0.48% 137,000 268 0    Biotechnology
   (FCN)1 Year Chart         FCN FTI Consulting Inc 41 - $200.74 $662,000 3,071 0.47% 17,000 2 0.008    Management Services
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 42 - $55.73 $660,000 10,532 0.47% 32,000 10,316 0.001    Restaurants
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 43 - $514.04 $656,000 1,536 0.47% -26,000 -19 0.001    Asset Management
   (LRCX)1 Year Chart         LRCX Lam Research Corp 44 - $76.45 $6,500,000 6,100 0.47% 91,000 350 0    Semiconductor Equipme...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 45 - $185.30 $649,000 2,748 0.47% 101,000 93 0    Semiconductor Equipme...
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 46 - $284.48 $641,000 2,471 0.46% 45,000 86 0.001    Insurance Brokers
   (UNP)1 Year Chart         UNP Union Pacific Corp 47 - $232.17 $630,000 2,785 0.45% -33,000 91 0    Railroads
   (PAYX)1 Year Chart         PAYX Paychex Inc 48 - $141.39 $591,000 4,986 0.42% -8,000 110 0.001    Staffing & Outsourcin...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 49 - $194.48 $590,000 3,392 0.42% 260,000 963 0    Semiconductor - Integ...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 50 - $55.59 $585,000 12,316 0.42% -71,000 -823 0    Networking & Communic...
   (PRI)1 Year Chart         PRI Primerica, Inc. 51 - $279.14 $581,000 2,456 0.42% -40,000 1 0.006    Investment Brokerage ...
   (BLK)1 Year Chart         BLK BlackRock Inc A 52 - $979.87 $576,000 731 0.41% -13,000 25 0    Investment Brokerage ...
   (IBM)1 Year Chart         IBM International Business Mach... 53 - $204.90 $564,000 3,260 0.4% -31,000 144 0    Diversified Computer ...
   (PSX)1 Year Chart         PSX Phillips 66 54 - $122.07 $563,000 3,988 0.4% -124,000 -218 0.001    Oil & Gas Refining, P...
   (NEE)1 Year Chart         NEE NextEra Energy 55 - $79.09 $546,000 7,710 0.39% 152,000 1,541 0    Electric Utilities
   (DFS)1 Year Chart         DFS Discover Financial Services 56 - $124.27 $523,000 3,998 0.37% 13,000 110 0.001    Credit Services
   (ABT)1 Year Chart         ABT Abbott Laboratories 57 - $114.45 $522,000 5,026 0.37% -13,000 323 0    Drug Manufacturers - ...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 58 - $545.94 $518,000 1,110 0.37% 38,000 54 0    Aerospace/Defense - M...
   (LIN)1 Year Chart         LIN Linde Plc 59 New $473.40 $509,000 1,160 0.36% 509,000 1,160 0    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 60 - $79.43 $502,000 6,906 0.36% -23,000 87 0    N/A
   (SNA)1 Year Chart         SNA Snap-On Inc 61 - $333.05 $486,000 1,858 0.35% -52,000 43 0.003    Small Tools & Accesso...
   (PGR)1 Year Chart         PGR Progressive Corp 62 - $243.00 $485,000 2,335 0.35% -35,000 -177 0    Property & Casualty I...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 63 - $148.60 $470,000 2,898 0.34% -17,000 200 0    Semiconductor- Broad...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 64 - $372.63 $454,000 1,020 0.33% 92,000 112 0    Medical Appliances & ...
   (PEP)1 Year Chart         PEP Pepsico Inc 65 - $166.21 $452,000 2,741 0.32% 17,000 253 0    Beverage Soft Drinks...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 66 - $385.12 $447,000 1,227 0.32% 102,000 205 0    Closed - End Fund - E...
   (NFLX)1 Year Chart         NFLX Netflix Inc 67 - $753.74 $442,000 655 0.32% 51,000 11 0    Music & Video Stores
   (CRVL)1 Year Chart         CRVL Corvel Corp 68 - $304.44 $441,000 1,735 0.32% -15,000 1 0.01    Insurance Brokers
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 69 - $116.69 $440,000 3,820 0.32% 32,000 309 0    Integrated Oil & Gas
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 70 - $42.24 $430,000 10,989 0.31% -187,000 -3,243 0    CATV Systems
   (VZ)1 Year Chart         VZ Verizon Communications Inc 71 - $41.28 $429,000 10,409 0.31% -60,000 -1,236 0    Telecom Services - Do...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 72 - $133.80 $426,000 3,111 0.31% -64,000 -184 0    AirDelivery & Freight...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 73 - $533.16 $412,000 823 0.3% 162,000 303 0    Closed - End Fund - E...
   (GOLF)1 Year Chart         GOLF Acushnet Holdings Corp. 74 - $61.65 $408,000 6,421 0.29% -72,000 -863 0.009    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 75 - $291.52 $407,000 1,595 0.29% -113,000 -250 0    Restaurants
   (TTC)1 Year Chart         TTC Toro Co 76 - $80.97 $398,000 4,255 0.29% 8,000 2 0.004    Small Tools & Accesso...
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 77 - $75.58 $394,000 4,308 0.28% 1,000 -68 0.001    Semiconductor - Speci...
   (PLD)1 Year Chart         PLD ProLogis Inc 78 - $115.87 $392,000 3,494 0.28% -84,000 -158 0    REIT - Industrial
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 79 - $88.80 $388,000 4,791 0.28% 13,000 332 0.001    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 80 - $221.44 $383,000 1,889 0.27% 33,000 224 0    Closed - End Fund - E...
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 81 New $394.02 $377,000 1,202 0.27% 377,000 1,202 0.001    N/A
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 82 New $78.18 $374,000 4,748 0.27% 374,000 4,748 0.001    Railroads
   (AXP)1 Year Chart         AXP American Express Co 83 - $274.08 $373,000 1,613 0.27% 14,000 37 0    Credit Services
   (ANTM)1 Year Chart         ANTM Anthem Inc 84 - $410.76 $367,000 677 0.26% -2,000 -34 0.005    N/A
   (LSTR)1 Year Chart         LSTR Landstar System Inc 85 - $177.07 $367,000 1,990 0.26% -16,000 1 0    Trucking
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 86 - $227.89 $355,000 1,134 0.25% 92,000 352 0.001    Research Services
   (KAI)1 Year Chart         KAI Kadant Inc 87 - $335.71 $354,000 1,206 0.25% -42,000 0 0.01    Pollution and Treatme...
   (ORCL)1 Year Chart         ORCL Oracle Corp 88 - $174.56 $353,000 2,503 0.25% 12,000 -213 0    Application Software
   (USB)1 Year Chart         USB US Bancorp Delaware 89 - $48.68 $347,000 8,742 0.25% -98,000 -1,220 0.001    Domestic Regional Banks
   (MC)1 Year Chart         MC Moelis & Co 91 - $66.88 $343,000 6,040 0.25% 0 6 0    N/A
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 90 - $82.80 $343,000 4,900 0.25% 25,000 408 0.016    N/A
   (WTS)1 Year Chart         WTS Watts Industries Inc 92 - $197.74 $343,000 1,873 0.25% -55,000 0 0    Industrial Equipment ...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 93 - $40.88 $340,000 9,956 0.24% -60,000 75 0.001    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 94 - $60.24 $338,000 4,992 0.24% 116,000 1,300 0    Discount, Variety Stores
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 95 - $691.80 $336,000 408 0.24% 37,000 -20 0    Semiconductor Equipme...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 97 - $296.40 $335,000 1,301 0.24% -113,000 -186 0    Internet Software & S...
   (GGG)1 Year Chart         GGG Graco Inc 96 - $81.61 $335,000 4,225 0.24% -60,000 2 0.003    Diversified Machinery
   (UFPI)1 Year Chart         UFPI Ufp Industries inc 98 - $40.21 $330,000 2,945 0.24% -32,000 0 0.005    Lumber,Wood Production
   (BAC)1 Year Chart         BAC Bank of America Corp 99 - $42.31 $329,000 8,285 0.24% 24,000 246 0    Domestic Money Center...
   (ROLL)1 Year Chart         ROLL Rbc Bearings Inc 100 - $286.37 $325,000 1,205 0.23% -1,000 0 0.004    Machine Tools & Acces...

      100 Records Found
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