$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDY | TELEDYNE TECHNOLOGIES INC | $254 | +11.9% | 568 | 0.0% | 0.27% | +4.2% | |
| IWF | ISHARES TRrus 1000 grw etf | $250 | +14.2% | 1,022 | 0.0% | 0.26% | +6.0% | |
| KULR | KULR TECHNOLOGY GROUP INC | $13 | -27.8% | 15,000 | 0.0% | 0.01% | -33.3% | |
| GSAT | GLOBALSTAR INC | $12 | -7.7% | 10,000 | 0.0% | 0.01% | -13.3% | |
| DNN | DENISON MINES CORP | $11 | -8.3% | 10,000 | 0.0% | 0.01% | -14.3% | |
| WPRT | WESTPORT FUEL SYSTEMS INC | $10 | +25.0% | 10,000 | 0.0% | 0.01% | +22.2% | |
| GREENLANE HLDGS INCcl a new | $4 | +33.3% | 12,000 | 0.0% | 0.00% | +33.3% | ||
| VERB | VERB TECHNOLOGY CO INC | $1 | -50.0% | 10,000 | 0.0% | 0.00% | -50.0% |
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.