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Home > Institutional Investor > Kolinsky Wealth Management, Llc > Profile

Instuitional Investor - Kolinsky Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Kolinsky Wealth Management, Llc
Portfolio Value $113,643,828
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 434,428 $24,501,719 21.56%
2.
Microsoft Corp
 MSFT 17,737 $6,669,934 5.86%
3.
Spdr S & P 500 Etf Trust
 SPY 12,320 $5,855,906 5.15%
4.
Apple Inc.
 AAPL 25,617 $4,931,979 4.33%
5.
Pacer Fds Tr
 70,080 $3,643,459 3.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)