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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:  Closed 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
   (WST)1 Year Chart         WST West Pharmaceutical Service... 143 Closed $351.52 $0 0 0% -208,000 -554 0    Rubber & Plastics
   (MDT)1 Year Chart         MDT Medtronic Plc 136 Closed $84.72 $0 0 0% -348,000 -4,442 0    Medical Appliances & ...
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 142 Closed $1.24 $0 0 0% -13,000 -10,000 0    Wireless Communications
   (LCII)1 Year Chart         LCII Lci Industries 135 Closed $113.53 $0 0 0% -237,000 -2,020 0    General Building Mate...
   (KULR)1 Year Chart         KULR Kulr Technology Group 141 Closed $0.47 $0 0 0% -5,000 -15,000 0    N/A
   (DNN)1 Year Chart         DNN Denison Mines Corp 147 Closed $2.06 $0 0 0% -17,000 -10,000 0    Industrial Metals & M...
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 140 Closed $211.38 $0 0 0% -228,000 -1,119 0    Healthcare Informatio...
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 146 Closed $0.00 $0 0 0% -3,464,000 -122,709 0    N/A
   (AON)1 Year Chart         AON Aon Plc 139 Closed $287.79 $0 0 0% -213,000 -658 0    Life & Health Insurance
   (RLI)1 Year Chart         RLI RLI Corp 145 Closed $145.16 $0 0 0% -214,000 -1,574 0    Property & Casualty I...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 138 Closed $44.55 $0 0 0% -238,000 -4,098 0    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 144 Closed $60.24 $0 0 0% -273,000 -1,709 0    Discount, Variety Stores
   (JPS)1 Year Chart         JPS Nuveen Quality Preferred In... 137 Closed $6.21 $0 0 0% -63,000 -10,286 0    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
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