$79.8 Million is the total value of Kolinsky Wealth Management, LLC's 116 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DCOM | DIME CMNTY BANCSHARES INC | $444,000 | -1.3% | 15,181 | 0.0% | 0.56% | +4.5% | |
| IWF | ISHARES TRrus 1000 grw etf | $215,000 | -3.6% | 1,021 | 0.0% | 0.27% | +2.3% | |
| JPS | NUVEEN PFD & INCOME SECS FD | $81,000 | -9.0% | 12,296 | 0.0% | 0.10% | -2.9% | |
| KULR | KULR TECHNOLOGY GROUP INC | $19,000 | -17.4% | 15,000 | 0.0% | 0.02% | -11.1% | |
| GSAT | GLOBALSTAR INC | $16,000 | +33.3% | 10,000 | 0.0% | 0.02% | +42.9% | |
| ARDX | ARDELYX INC | $12,000 | +100.0% | 10,000 | 0.0% | 0.02% | +114.3% | |
| DNN | DENISON MINES CORP | $12,000 | +20.0% | 10,000 | 0.0% | 0.02% | +25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 23.9% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 7.7% |
| MICROSOFT CORP | 8 | Q3 2023 | 5.6% |
| APPLE INC | 8 | Q3 2023 | 5.6% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 3.6% |
| AMAZON COM INC | 8 | Q3 2023 | 3.2% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 1.6% |
| ALPHABET INC | 8 | Q3 2023 | 1.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 1.2% |
View Kolinsky Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-20 |
View Kolinsky Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.