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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 $163,846,205
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,443,098 $33,478,951 20.43%
2.
Microsoft Corp
 MSFT 20,909 $8,813,213 5.37%
3.
Apple Inc.
 AAPL 30,621 $7,668,143 4.68%
4.
Spdr S & P 500 Etf Trust
 SPY 11,071 $6,488,597 3.96%
5.
Amazon Com Inc
 AMZN 23,937 $5,251,538 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)