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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 : 2023-12-31
  Total Value : $113,649,000
  Total Value Change : $12,924,000
  Securities Held Change : 2
   
All Securities Held : 134
  New Positions : 13
  Closed Positions : 13
  Increased Positions : 39
  Unchanged Positions : 2
  Decreased Positions : 80

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Holdings Found : 13     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
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 5 New $0.00 $3,643,000 70,080 3.21% 3,643,000 70,080 0.008    N/A
   (UFPI)1 Year Chart         UFPI Ufp Industries inc 75 New $40.21 $369,000 2,942 0.32% 369,000 2,942 0.005    Lumber,Wood Production
   (MELI)1 Year Chart         MELI Mercadolibre Inc 82 New $1,718.50 $344,000 219 0.3% 344,000 219 0    Business Services
   (KAI)1 Year Chart         KAI Kadant Inc 86 New $280.83 $337,000 1,204 0.3% 337,000 1,204 0.01    Pollution and Treatme...
   (INTC)1 Year Chart         INTC Intel Corp 104 New $31.27 $277,000 5,508 0.24% 277,000 5,508 0    Semiconductor- Broad...
   (CBG)1 Year Chart         CBG CBRE Group Inc 108 New $92.26 $264,000 2,840 0.23% 264,000 2,840 0    Property Management
   (BX)1 Year Chart         BX Blackstone Group LP 118 New $120.62 $236,000 1,806 0.21% 236,000 1,806 0    Asset Management
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 122 New $321.80 $223,000 787 0.2% 223,000 787 0.001    Research Services
   (AMT)1 Year Chart         AMT American Tower Corp 127 New $192.02 $215,000 997 0.19% 215,000 997 0    Integrated Telecommun...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 128 New $252.97 $213,000 941 0.19% 213,000 941 0    Property & Casualty I...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 129 New $759.72 $212,000 364 0.19% 212,000 364 0    Semiconductor Equipme...
   (SNPS)1 Year Chart         SNPS Synopsys Inc 132 New $580.20 $205,000 398 0.18% 205,000 398 0    Technical & System So...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 131 New $312.32 $205,000 695 0.18% 205,000 695 0    Networking & Communic...

      13 Records Found
  1    
Page 1 of 1
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