Notify me when Kolinsky Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 174 | $163,595,129 | +$41,446,665 | -$8,618,689 | +$32,827,976 | SCHX, MSFT, AAPL, SPY, AMZN | 13F-HR | 14 Feb 2025, 17:55 |
| Q3 2024 | 179 | $153,110,911 | +$11,019,200 | -$3,717,359 | +$7,301,841 | SCHX, MSFT, AAPL, SPY, COWZ | 13F-HR | 14 Nov 2024, 17:02 |
| Q2 2024 | 156 | $139,358,074 | +$13,948,213 | -$4,894,151 | +$9,054,062 | SCHX, MSFT, SPY, AAPL, AMZN | 13F-HR | 14 Aug 2024, 17:15 |
| Q1 2024 | 143 | $130,848,809 | +$9,563,632 | -$3,507,212 | +$6,056,420 | SCHX, MSFT, SPY, AAPL, COWZ | 13F-HR | 15 May 2024, 17:06 |
| Q4 2023 | 134 | $113,643,828 | +$10,793,224 | -$9,869,026 | +$924,198 | SCHX, MSFT, SPY, AAPL, COWZ | 13F-HR | 13 Feb 2024, 20:39 |
| Q3 2023 | 132 | $100,726,770 | +$3,343,314 | -$5,299,144 | -$1,955,830 | SCHX, MSFT, SPY, AAPL, SDVY | 13F-HR | 14 Nov 2023, 17:03 |
| Q2 2023 | 137 | $105,410,360 | +$8,738,326 | -$4,359,971 | +$4,378,355 | SCHX, SPY, AAPL, MSFT, SDVY | 13F-HR | 14 Aug 2023, 17:29 |
| Q1 2023 | 130 | $94,216,000 | +$4,598,520 | -$3,257,631 | +$1,340,889 | SCHX, SPY, AAPL, MSFT, SDVY | 13F-HR | 15 May 2023, 17:27 |
| Q4 2022 | 127 | $86,939,000 | +$5,420,608 | -$4,354,718 | +$1,065,890 | SCHX, SPY, MSFT, AAPL, SDVY | 13F-HR | 14 Feb 2023, 13:31 |
| Q3 2022 | 116 | $79,802,000 | +$5,232,109 | -$4,209,402 | +$1,022,707 | SCHX, SPY, AAPL, MSFT, SDVY | 13F-HR | 14 Nov 2022, 16:39 |
| Q2 2022 | 126 | $84,637,000 | +$7,790,761 | -$7,434,644 | +$356,117 | SCHX, SPY, MSFT, AAPL, SDVY | 13F-HR | 15 Aug 2022, 18:11 |
| Q1 2022 | 142 | $101,897,000 | +$22,023,641 | -$9,081,130 | +$12,942,511 | SCHX, SPY, MSFT, AAPL, SDVY | 13F-HR | 12 May 2022, 16:27 |
| Q4 2021 | 150 | $107,886,000 | $0 | $0 | $0 | SCHX, SPY, MSFT, AAPL, AMZN | 13F-HR | 20 Jan 2022, 09:54 |