Kolinsky Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$153M
Signature - Title
Jordan Green - COUNSEL
Location
Ramsey, NJ
Summary
This page shows a list of all the recent 13F filings made by Kolinsky Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kolinsky Wealth Management, LLC reported 179 stock holdings with total value $153M as of Q3 2024. Top holdings included SCHX, MSFT, AAPL, SPY, and COWZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 179 $153M +$11M -$3.72M +$7.3M SCHX, MSFT, AAPL, SPY, COWZ 13F-HR 11/14/2024, 05:02 PM
Q2 2024 156 $139M +$13.9M -$4.89M +$9.05M SCHX, MSFT, SPY, AAPL, AMZN 13F-HR 8/14/2024, 05:15 PM
Q1 2024 143 $131M +$9.56M -$3.51M +$6.06M SCHX, MSFT, SPY, AAPL, COWZ 13F-HR 5/15/2024, 05:06 PM
Q4 2023 134 $114M +$10.8M -$9.87M +$924K SCHX, MSFT, SPY, AAPL, COWZ 13F-HR 2/13/2024, 08:39 PM
Q3 2023 132 $101M +$3.34M -$5.3M -$1.96M SCHX, MSFT, SPY, AAPL, SDVY 13F-HR 11/14/2023, 05:03 PM
Q2 2023 137 $105M +$8.74M -$4.36M +$4.38M SCHX, SPY, AAPL, MSFT, SDVY 13F-HR 8/14/2023, 05:29 PM
Q1 2023 130 $94.2M +$4.6M -$3.26M +$1.34M SCHX, SPY, AAPL, MSFT, SDVY 13F-HR 5/15/2023, 05:27 PM
Q4 2022 127 $86.9M +$5.42M -$4.35M +$1.07M SCHX, SPY, MSFT, AAPL, SDVY 13F-HR 2/14/2023, 01:31 PM
Q3 2022 116 $79.8M +$5.23M -$4.21M +$1.02M SCHX, SPY, AAPL, MSFT, SDVY 13F-HR 11/14/2022, 04:39 PM
Q2 2022 126 $84.6M +$7.79M -$7.43M +$356K SCHX, SPY, MSFT, AAPL, SDVY 13F-HR 8/15/2022, 06:11 PM
Q1 2022 142 $102M +$22M -$9.08M +$12.9M SCHX, SPY, MSFT, AAPL, SDVY 13F-HR 5/12/2022, 04:27 PM
Q4 2021 150 $108M $0 $0 SCHX, SPY, MSFT, AAPL, AMZN 13F-HR 1/20/2022, 09:54 AM