• 13F History

Kolinsky Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$164M
Signature - Title
Jordan Green - Counsel
Location
Ramsey, NJ
Summary
This page shows a list of all the recent 13F filings made by Kolinsky Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kolinsky Wealth Management, LLC reported 174 stock holdings with total value $164M as of Q4 2024. Top holdings included SCHX, MSFT, AAPL, SPY, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 174 $164M +$41.4M -$8.62M +$32.8M SCHX, MSFT, AAPL, SPY, AMZN 13F-HR 2/14/2025, 05:55 PM
Q3 2024 179 $153M +$11M -$3.72M +$7.3M SCHX, MSFT, AAPL, SPY, COWZ 13F-HR 11/14/2024, 05:02 PM
Q2 2024 156 $139M +$13.9M -$4.89M +$9.05M SCHX, MSFT, SPY, AAPL, AMZN 13F-HR 8/14/2024, 05:15 PM
Q1 2024 143 $131M +$9.56M -$3.51M +$6.06M SCHX, MSFT, SPY, AAPL, COWZ 13F-HR 5/15/2024, 05:06 PM
Q4 2023 134 $114M +$10.8M -$9.87M +$924K SCHX, MSFT, SPY, AAPL, COWZ 13F-HR 2/13/2024, 08:39 PM
Q3 2023 143 $101M +$3.34M -$5.05M -$1.71M SCHX, MSFT, SPY, AAPL, SDVY 13F-HR 11/14/2023, 05:03 PM
Q2 2023 149 $105M +$8.74M -$4.36M +$4.38M SCHX, SPY, AAPL, MSFT, SDVY 13F-HR 8/14/2023, 06:29 PM
Q1 2023 130 $94.2M +$4.6M -$1.95M +$2.65M SCHX, SPY, AAPL, MSFT, SDVY 13F-HR 5/15/2023, 05:27 PM
Q4 2022 124 $86.9M +$5.42M -$1.85M +$3.57M SCHX, SPY, MSFT, AAPL, SDVY 13F-HR 2/14/2023, 12:31 PM
Q3 2022 116 $79.8M +$5.23M -$938K +$4.29M SCHX, SPY, AAPL, MSFT, SDVY 13F-HR 11/14/2022, 03:39 PM
Q2 2022 126 $84.6M +$7.79M -$746K +$7.05M SCHX, SPY, MSFT, AAPL, SDVY 13F-HR 8/15/2022, 06:11 PM
Q1 2022 140 $101M +$20.8M -$2.44M +$18.4M SCHX, SPY, MSFT, AAPL, SDVY 13F-HR 5/12/2022, 04:27 PM
Q4 2021 148 $108M SCHX, SPY, MSFT, AAPL, AMZN 13F-HR 1/20/2022, 08:54 AM