Kolinsky Wealth Management, LLC
CIK 1904326 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $130.4M
- المراكز
- 174
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#7812 من 9443 حسب قيمة 13F · أعلى 82.7%
- وزن أكبر 10 مقتنيات
- 38,86%
- وزن أكبر 25 مقتنية
- 54,10%
- المراكز فوق 1%
- 16
- العدد الفعلي للمراكز
- 47,9
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 174
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
25,4%
Industrials
8,7%
Retail
7,0%
Financial Services
6,5%
Communication Services
6,4%
Healthcare
5,9%
Financials
5,5%
Consumer Discretionary
2,7%
Energy
1,4%
Consumer products
1,1%
Utilities
1,0%
Consumer Staples
0,8%
Communications
0,7%
Telecommunication
0,7%
Real Estate
0,5%
Materials
0,4%
Logistics & Transportation
0,3%
أخرى/غير معينة
25,3%
المحفظة الكاملة 174 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $8813213 | 6,76% | 20909 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $7668143 | 5,88% | 30621 | صعود ×1 | |||
| SPY SPY | $6488597 | 4,98% | 11071 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $5251538 | 4,03% | 23937 | صعود ×1 | |||
| LVHI | $5076239 | 3,89% | 166325 | صعود ×1 | |||
| COWZ | $4661351 | 3,58% | 82531 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $4648373 | 3,57% | 34614 | صعود ×1 | |||
| IHDG | $2911977 | 2,23% | 66988 | صعود ×1 | |||
| SCHG | $2706792 | 2,08% | 97122 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $2437141 | 1,87% | 12874 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2390398 | 1,83% | 4083 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1996870 | 1,53% | 8330 | صعود ×1 | |||
| SCHV | $1755520 | 1,35% | 67339 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $1492332 | 1,14% | 3836 | صعود ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1410926 | 1,08% | 7409 | صعود ×1 | |||
| V Visa Inc. | $1307007 | 1,00% | 4136 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1196632 | 0,92% | 6734 | صعود ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1194769 | 0,92% | 5153 | صعود ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1080011 | 0,83% | 2135 | صعود ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $1065421 | 0,82% | 1005 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1038962 | 0,80% | 1134 | صعود ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1015618 | 0,78% | 2887 | صعود ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $994949 | 0,76% | 12950 | صعود ×1 | |||
| MA Mastercard Incorporated Common Stock | $963461 | 0,74% | 1830 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $961913 | 0,74% | 5738 | صعود ×1 | |||
| BRKB | $869844 | 0,67% | 1919 | صعود ×1 | |||
| PM Philip Morris International Inc Common Stock | $834988 | 0,64% | 6938 | صعود ×1 | |||
| DFS | $825961 | 0,63% | 4768 | صعود ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $825436 | 0,63% | 2908 | صعود ×1 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $817812 | 0,63% | 1536 | صعود ×1 | |||
| ADBE Adobe Inc. - Common Stock | $802203 | 0,62% | 1804 | صعود ×1 | |||
| BLKXXXX | $796510 | 0,61% | 777 | صعود ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $755225 | 0,58% | 5386 | صعود ×1 | |||
| INTU Intuit Inc. - Common Stock | $749172 | 0,57% | 1192 | صعود ×1 | |||
| IBM International Business Machines Corporation Common Stock | $742741 | 0,57% | 3379 | صعود ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $738810 | 0,57% | 3741 | صعود ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $732126 | 0,56% | 12367 | صعود ×1 | |||
| IVV | $701382 | 0,54% | 1191 | صعود ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $700848 | 0,54% | 7045 | صعود ×1 | |||
| CVX Chevron Corporation Common Stock | $699239 | 0,54% | 4828 | صعود ×1 | |||
| IWM | $692920 | 0,53% | 3136 | صعود ×1 | |||
| RACE Ferrari N.V. Common Shares | $671247 | 0,51% | 1580 | صعود ×1 | |||
| PRI Primerica, Inc. Common Stock | $668236 | 0,51% | 2462 | صعود ×1 | |||
| UNP Union Pacific Corporation Common Stock | $668157 | 0,51% | 2930 | صعود ×1 | |||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $668129 | 0,51% | 4029 | صعود ×1 | |||
| SNA Snap-On Incorporated Common Stock | $663344 | 0,51% | 1954 | صعود ×1 | |||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $662516 | 0,51% | 10987 | صعود ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $653338 | 0,50% | 733 | صعود ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $623903 | 0,48% | 7253 | صعود ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $621613 | 0,48% | 5628 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $620298 | 0,48% | 1536 | صعود ×1 | |||
| AMGN Amgen Inc. - Common Stock | $619170 | 0,47% | 2376 | صعود ×1 | |||
| ABT Abbott Laboratories Common Stock | $603355 | 0,46% | 5334 | صعود ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $592022 | 0,45% | 1138 | صعود ×1 | |||
| FCN FTI Consulting, Inc. Common Stock | $588107 | 0,45% | 3077 | صعود ×1 | |||
| IWR | $580844 | 0,45% | 6571 | صعود ×1 | |||
| CRVL CorVel Corp. - Common Stock | $579108 | 0,44% | 5205 | صعود ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $568717 | 0,44% | 7933 | صعود ×1 | |||
| VOO | $566076 | 0,43% | 1051 | صعود ×1 | |||
| EME EMCOR Group, Inc. Common Stock | $528340 | 0,41% | 1164 | صعود ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $526184 | 0,40% | 2196 | صعود ×1 | |||
| CRM Salesforce, Inc. Common Stock | $516946 | 0,40% | 1546 | صعود ×1 | |||
| PZA | $487901 | 0,37% | 20665 | صعود ×1 | |||
| AXP American Express Company Common Stock | $485845 | 0,37% | 1637 | صعود ×1 | |||
| ORCL Oracle Corporation Common Stock | $482923 | 0,37% | 2898 | صعود ×1 | |||
| LIN Linde plc - Ordinary Shares | $482727 | 0,37% | 1153 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $482417 | 0,37% | 5339 | صعود ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $481006 | 0,37% | 12028 | صعود ×1 | |||
| IWF | $478973 | 0,37% | 1193 | صعود ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $478651 | 0,37% | 985 | صعود ×1 | |||
| TTC Toro Company (The) Common Stock | $476835 | 0,37% | 5953 | صعود ×1 | |||
| KKR KKR & Co. Inc. Common Stock | $476714 | 0,37% | 3223 | صعود ×1 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $471539 | 0,36% | 1054 | صعود ×1 | |||
| LRCXXXXX | $466822 | 0,36% | 6463 | صعود ×1 | |||
| GOLF Acushnet Holdings Corp. Common Stock | $457329 | 0,35% | 6434 | صعود ×1 | |||
| PSX Phillips 66 Common Stock | $452074 | 0,35% | 3968 | صعود ×1 | |||
| AVUV | $449874 | 0,35% | 4660 | صعود ×1 | |||
| MC Moelis & Company Class A Common Stock | $447122 | 0,34% | 6052 | صعود ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $444957 | 0,34% | 642 | صعود ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $439731 | 0,34% | 8289 | صعود ×1 | |||
| LSTR Landstar System, Inc. - Common Stock | $427244 | 0,33% | 2486 | صعود ×1 | |||
| MCD McDonald's Corporation Common Stock | $425875 | 0,33% | 1469 | صعود ×1 | |||
| USB U.S. Bancorp Common Stock | $424970 | 0,33% | 8885 | صعود ×1 | |||
| KAI Kadant Inc Common Stock | $417093 | 0,32% | 1209 | صعود ×1 | |||
| WTS Watts Water Technologies, Inc. Class A Common Stock | $415749 | 0,32% | 2045 | صعود ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $414617 | 0,32% | 3288 | صعود ×1 | |||
| T AT&T Inc. | $401936 | 0,31% | 17652 | صعود ×1 | |||
| BAC Bank of America Corporation Common Stock | $388754 | 0,30% | 8845 | صعود ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $382668 | 0,29% | 2353 | صعود ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $378508 | 0,29% | 6275 | صعود ×1 | |||
| HON Honeywell International Inc. - Common Stock | $376333 | 0,29% | 1666 | صعود ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $366998 | 0,28% | 9779 | صعود ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $366938 | 0,28% | 703 | صعود ×1 | |||
| AZPN | $361464 | 0,28% | 1448 | صعود ×1 | |||
| RBC RBC Bearings Incorporated Common Stock | $361062 | 0,28% | 1207 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $359122 | 0,28% | 3338 | صعود ×1 | |||
| GGG Graco Inc. Common Stock | $356631 | 0,27% | 4231 | صعود ×1 | |||
| FDS FactSet Research Systems Inc. Common Stock | $354927 | 0,27% | 739 | صعود ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $352997 | 0,27% | 555 | صعود ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $352868 | 0,27% | 1205 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| MSFT | $8813213 | 20909 | 6,76% |
| AAPL | $7668143 | 30621 | 5,88% |
| SPY | $6488597 | 11071 | 4,98% |
| AMZN | $5251538 | 23937 | 4,03% |
| LVHI | $5076239 | 166325 | 3,89% |
| COWZ | $4661351 | 82531 | 3,58% |
| NVDA | $4648373 | 34614 | 3,57% |
| IHDG | $2911977 | 66988 | 2,23% |
| SCHG | $2706792 | 97122 | 2,08% |
| GOOGL | $2437141 | 12874 | 1,87% |
| META | $2390398 | 4083 | 1,83% |
| JPM | $1996870 | 8330 | 1,53% |
| SCHV | $1755520 | 67339 | 1,35% |
| HD | $1492332 | 3836 | 1,14% |
| GOOG | $1410926 | 7409 | 1,08% |