Kolinsky Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Ramsey, NJ
CIK
0001904326
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 155 139,562 SCHX, MSFT, SPY, AAPL 13F-HR 8/14/2024 000190432624000003
Q1 2024 143 130,848 SCHX, MSFT, SPY, AAPL 13F-HR 5/15/2024 000190432624000002
Q4 2023 134 113,643 SCHX, MSFT, SPY, AAPL 13F-HR 2/13/2024 000190432624000001
Q3 2023 132 100,726 SCHX, MSFT, SPY, AAPL 13F-HR 11/14/2023 000190432623000003
Q2 2023 137 105,410 SCHX, SPY, AAPL, MSFT 13F-HR 8/14/2023 000190432623000002
Q1 2023 130 94,216 SCHX, SPY, AAPL, MSFT 13F-HR 5/15/2023 000190432623000001
Q4 2022 127 87,633 SCHX, SPY, MSFT, AAPL 13F-HR 2/14/2023 000190438823000002
Q3 2022 116 79,802 SCHX, SPY, AAPL, MSFT 13F-HR 11/14/2022 000190432622000005
Q2 2022 126 84,637 SCHX, SPY, MSFT, AAPL 13F-HR 8/15/2022 000190432622000004
Q1 2022 142 101,897 SCHX, SPY, MSFT, AAPL 13F-HR 5/12/2022 000190432622000003
Q4 2021 149 108,126 SCHX, SPY, MSFT, AAPL 13F-HR 1/20/2022 000190432622000001