Kolinsky Wealth Management, LLC
CIK 1904326 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $130.4M
- ポジション
- 174
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #7,812 位 · 82.7% トップ
- 上位10銘柄のウェイト
- 38.86%
- 上位25銘柄のウェイト
- 54.10%
- 1%超のポジション
- 16
- 実効ポジション数
- 47.9
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 174
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
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%
その他/マッピングなし
25.3%
ポートフォリオ全体 174 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $8,813,213 | 6.76% | 20,909 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $7,668,143 | 5.88% | 30,621 | 上昇 ×1 | |||
| SPY SPY | $6,488,597 | 4.98% | 11,071 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $5,251,538 | 4.03% | 23,937 | 上昇 ×1 | |||
| LVHI | $5,076,239 | 3.89% | 166,325 | 上昇 ×1 | |||
| COWZ | $4,661,351 | 3.58% | 82,531 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $4,648,373 | 3.57% | 34,614 | 上昇 ×1 | |||
| IHDG | $2,911,977 | 2.23% | 66,988 | 上昇 ×1 | |||
| SCHG | $2,706,792 | 2.08% | 97,122 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,437,141 | 1.87% | 12,874 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2,390,398 | 1.83% | 4,083 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,996,870 | 1.53% | 8,330 | 上昇 ×1 | |||
| SCHV | $1,755,520 | 1.35% | 67,339 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $1,492,332 | 1.14% | 3,836 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,410,926 | 1.08% | 7,409 | 上昇 ×1 | |||
| V Visa Inc. | $1,307,007 | 1.00% | 4,136 | 上昇 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1,196,632 | 0.92% | 6,734 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1,194,769 | 0.92% | 5,153 | 上昇 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,080,011 | 0.83% | 2,135 | 上昇 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $1,065,421 | 0.82% | 1,005 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1,038,962 | 0.80% | 1,134 | 上昇 ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1,015,618 | 0.78% | 2,887 | 上昇 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $994,949 | 0.76% | 12,950 | 上昇 ×1 | |||
| MA Mastercard Incorporated Common Stock | $963,461 | 0.74% | 1,830 | 上昇 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $961,913 | 0.74% | 5,738 | 上昇 ×1 | |||
| BRKB | $869,844 | 0.67% | 1,919 | 上昇 ×1 | |||
| PM Philip Morris International Inc Common Stock | $834,988 | 0.64% | 6,938 | 上昇 ×1 | |||
| DFS | $825,961 | 0.63% | 4,768 | 上昇 ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $825,436 | 0.63% | 2,908 | 上昇 ×1 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $817,812 | 0.63% | 1,536 | 上昇 ×1 | |||
| ADBE Adobe Inc. - Common Stock | $802,203 | 0.62% | 1,804 | 上昇 ×1 | |||
| BLKXXXX | $796,510 | 0.61% | 777 | 上昇 ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $755,225 | 0.58% | 5,386 | 上昇 ×1 | |||
| INTU Intuit Inc. - Common Stock | $749,172 | 0.57% | 1,192 | 上昇 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $742,741 | 0.57% | 3,379 | 上昇 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $738,810 | 0.57% | 3,741 | 上昇 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $732,126 | 0.56% | 12,367 | 上昇 ×1 | |||
| IVV | $701,382 | 0.54% | 1,191 | 上昇 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $700,848 | 0.54% | 7,045 | 上昇 ×1 | |||
| CVX Chevron Corporation Common Stock | $699,239 | 0.54% | 4,828 | 上昇 ×1 | |||
| IWM | $692,920 | 0.53% | 3,136 | 上昇 ×1 | |||
| RACE Ferrari N.V. Common Shares | $671,247 | 0.51% | 1,580 | 上昇 ×1 | |||
| PRI Primerica, Inc. Common Stock | $668,236 | 0.51% | 2,462 | 上昇 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $668,157 | 0.51% | 2,930 | 上昇 ×1 | |||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $668,129 | 0.51% | 4,029 | 上昇 ×1 | |||
| SNA Snap-On Incorporated Common Stock | $663,344 | 0.51% | 1,954 | 上昇 ×1 | |||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $662,516 | 0.51% | 10,987 | 上昇 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $653,338 | 0.50% | 733 | 上昇 ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $623,903 | 0.48% | 7,253 | 上昇 ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $621,613 | 0.48% | 5,628 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $620,298 | 0.48% | 1,536 | 上昇 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $619,170 | 0.47% | 2,376 | 上昇 ×1 | |||
| ABT Abbott Laboratories Common Stock | $603,355 | 0.46% | 5,334 | 上昇 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $592,022 | 0.45% | 1,138 | 上昇 ×1 | |||
| FCN FTI Consulting, Inc. Common Stock | $588,107 | 0.45% | 3,077 | 上昇 ×1 | |||
| IWR | $580,844 | 0.45% | 6,571 | 上昇 ×1 | |||
| CRVL CorVel Corp. - Common Stock | $579,108 | 0.44% | 5,205 | 上昇 ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $568,717 | 0.44% | 7,933 | 上昇 ×1 | |||
| VOO | $566,076 | 0.43% | 1,051 | 上昇 ×1 | |||
| EME EMCOR Group, Inc. Common Stock | $528,340 | 0.41% | 1,164 | 上昇 ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $526,184 | 0.40% | 2,196 | 上昇 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $516,946 | 0.40% | 1,546 | 上昇 ×1 | |||
| PZA | $487,901 | 0.37% | 20,665 | 上昇 ×1 | |||
| AXP American Express Company Common Stock | $485,845 | 0.37% | 1,637 | 上昇 ×1 | |||
| ORCL Oracle Corporation Common Stock | $482,923 | 0.37% | 2,898 | 上昇 ×1 | |||
| LIN Linde plc - Ordinary Shares | $482,727 | 0.37% | 1,153 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $482,417 | 0.37% | 5,339 | 上昇 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $481,006 | 0.37% | 12,028 | 上昇 ×1 | |||
| IWF | $478,973 | 0.37% | 1,193 | 上昇 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $478,651 | 0.37% | 985 | 上昇 ×1 | |||
| TTC Toro Company (The) Common Stock | $476,835 | 0.37% | 5,953 | 上昇 ×1 | |||
| KKR KKR & Co. Inc. Common Stock | $476,714 | 0.37% | 3,223 | 上昇 ×1 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $471,539 | 0.36% | 1,054 | 上昇 ×1 | |||
| LRCXXXXX | $466,822 | 0.36% | 6,463 | 上昇 ×1 | |||
| GOLF Acushnet Holdings Corp. Common Stock | $457,329 | 0.35% | 6,434 | 上昇 ×1 | |||
| PSX Phillips 66 Common Stock | $452,074 | 0.35% | 3,968 | 上昇 ×1 | |||
| AVUV | $449,874 | 0.35% | 4,660 | 上昇 ×1 | |||
| MC Moelis & Company Class A Common Stock | $447,122 | 0.34% | 6,052 | 上昇 ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $444,957 | 0.34% | 642 | 上昇 ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $439,731 | 0.34% | 8,289 | 上昇 ×1 | |||
| LSTR Landstar System, Inc. - Common Stock | $427,244 | 0.33% | 2,486 | 上昇 ×1 | |||
| MCD McDonald's Corporation Common Stock | $425,875 | 0.33% | 1,469 | 上昇 ×1 | |||
| USB U.S. Bancorp Common Stock | $424,970 | 0.33% | 8,885 | 上昇 ×1 | |||
| KAI Kadant Inc Common Stock | $417,093 | 0.32% | 1,209 | 上昇 ×1 | |||
| WTS Watts Water Technologies, Inc. Class A Common Stock | $415,749 | 0.32% | 2,045 | 上昇 ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $414,617 | 0.32% | 3,288 | 上昇 ×1 | |||
| T AT&T Inc. | $401,936 | 0.31% | 17,652 | 上昇 ×1 | |||
| BAC Bank of America Corporation Common Stock | $388,754 | 0.30% | 8,845 | 上昇 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $382,668 | 0.29% | 2,353 | 上昇 ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $378,508 | 0.29% | 6,275 | 上昇 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $376,333 | 0.29% | 1,666 | 上昇 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $366,998 | 0.28% | 9,779 | 上昇 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $366,938 | 0.28% | 703 | 上昇 ×1 | |||
| AZPN | $361,464 | 0.28% | 1,448 | 上昇 ×1 | |||
| RBC RBC Bearings Incorporated Common Stock | $361,062 | 0.28% | 1,207 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $359,122 | 0.28% | 3,338 | 上昇 ×1 | |||
| GGG Graco Inc. Common Stock | $356,631 | 0.27% | 4,231 | 上昇 ×1 | |||
| FDS FactSet Research Systems Inc. Common Stock | $354,927 | 0.27% | 739 | 上昇 ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $352,997 | 0.27% | 555 | 上昇 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $352,868 | 0.27% | 1,205 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| MSFT | $8,813,213 | 20,909 | 6.76% |
| AAPL | $7,668,143 | 30,621 | 5.88% |
| SPY | $6,488,597 | 11,071 | 4.98% |
| AMZN | $5,251,538 | 23,937 | 4.03% |
| LVHI | $5,076,239 | 166,325 | 3.89% |
| COWZ | $4,661,351 | 82,531 | 3.58% |
| NVDA | $4,648,373 | 34,614 | 3.57% |
| IHDG | $2,911,977 | 66,988 | 2.23% |
| SCHG | $2,706,792 | 97,122 | 2.08% |
| GOOGL | $2,437,141 | 12,874 | 1.87% |
| META | $2,390,398 | 4,083 | 1.83% |
| JPM | $1,996,870 | 8,330 | 1.53% |
| SCHV | $1,755,520 | 67,339 | 1.35% |
| HD | $1,492,332 | 3,836 | 1.14% |
| GOOG | $1,410,926 | 7,409 | 1.08% |