$94.2 Thousand is the total value of Kolinsky Wealth Management, LLC's 130 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FCN | New | FTI CONSULTING INC | $569 | – | 2,883 | +100.0% | 0.60% | – |
| FB | New | META PLATFORMS INCcl a | $302 | – | 1,425 | +100.0% | 0.32% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $281 | – | 1,337 | +100.0% | 0.30% | – |
| ROLL | New | RBC BEARINGS INC | $262 | – | 1,126 | +100.0% | 0.28% | – |
| TSLA | New | TESLA INC | $251 | – | 1,210 | +100.0% | 0.27% | – |
| PH | New | PARKER-HANNIFIN CORP | $240 | – | 715 | +100.0% | 0.26% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $231 | – | 461 | +100.0% | 0.24% | – |
| BIO | New | BIO RAD LABS INCcl a | $216 | – | 450 | +100.0% | 0.23% | – |
| PANW | New | PALO ALTO NETWORKS INC | $209 | – | 1,046 | +100.0% | 0.22% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $200 | – | 1,122 | +100.0% | 0.21% | – |
| JPS | New | NUVEEN PFD & INCOME SECS FD | $73 | – | 11,292 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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 | 2024-02-14 |
| 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.