Kolinsky Wealth Management, LLC's portfolio and holdings - Jun 2025

As per corporate shareholdings filed for May-2025, people matching Kolinsky Wealth Management, LLC publicly holds 154 stocks with a net worth of over US$ 104.9 M.

These are shares held by Kolinsky Wealth Management, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Nuveen Preferred & Income Securities Fund Kolinsky Wealth Management, Llc 6.21 11,310 0.01% 0.00 70.2 K
Blackrock Inc. Kolinsky Wealth Management, Llc 1068.38 731 0.00% 0.00 781.0 K
Lam Research Corp. Kolinsky Wealth Management, Llc 98.25 610 0.00% 0.00 59.9 K
Apple Inc Kolinsky Wealth Management, Llc 209.92 30,621 0.00% 0.00 6.4 M
Abbvie Inc Kolinsky Wealth Management, Llc 190.55 6,734 0.00% 0.00 1.3 M
Abbott Laboratories Kolinsky Wealth Management, Llc 131.31 5,334 0.00% 0.00 700.4 K
Accenture plc - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 277.31 2,887 0.00% 0.00 800.6 K
Adobe Inc Kolinsky Wealth Management, Llc 361.43 1,804 0.00% 0.00 652.0 K
Analog Devices Inc. Kolinsky Wealth Management, Llc 238.80 1,294 0.00% 0.00 309.0 K
Automatic Data Processing Inc. Kolinsky Wealth Management, Llc 297.91 1,205 0.00% 0.00 359.0 K
Arthur J. Gallagher & Co. Kolinsky Wealth Management, Llc 306.92 2,908 0.00% 0.00 892.5 K
Applied Materials Inc. Kolinsky Wealth Management, Llc 192.79 2,353 0.00% 0.00 453.6 K
Advanced Micro Devices Inc. Kolinsky Wealth Management, Llc 154.85 2,871 0.00% 0.00 444.6 K
AMGEN Inc. Kolinsky Wealth Management, Llc 296.89 2,376 0.00% 0.00 705.4 K
Ameriprise Financial Inc Kolinsky Wealth Management, Llc 520.73 1,536 0.00% 0.00 799.8 K
Amazon.com Inc. Kolinsky Wealth Management, Llc 223.63 23,937 0.00% 0.00 5.4 M
Aon plc. - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 351.07 595 0.00% 0.00 208.9 K
Artisan Partners Asset Management Inc - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 45.84 6,101 0.01% 0.00 279.7 K
Apollo Global Management Inc - Ordinary Shares - Class A (New) Kolinsky Wealth Management, Llc 149.56 1,587 0.00% 0.00 237.4 K
ASML Holding NV - New York Shares Kolinsky Wealth Management, Llc 745.55 642 0.00% 0.00 478.6 K
Broadcom Inc Kolinsky Wealth Management, Llc 278.04 5,153 0.00% 0.00 1.4 M
American Express Co. Kolinsky Wealth Management, Llc 309.28 1,637 0.00% 0.00 506.3 K
Astrazeneca plc - ADR Kolinsky Wealth Management, Llc 70.47 3,577 0.00% 0.00 252.1 K
Aspen Technology Inc Kolinsky Wealth Management, Llc 264.33 1,448 0.00% 0.00 382.8 K
Bank Of America Corp. Kolinsky Wealth Management, Llc 45.46 8,845 0.00% 0.00 402.1 K
Bancfirst Corp. Kolinsky Wealth Management, Llc 126.83 1,997 0.01% 0.00 253.3 K
Bank Of New York Mellon Corp Kolinsky Wealth Management, Llc 94.29 12,950 0.00% 0.00 1.2 M
Bristol-Myers Squibb Co. Kolinsky Wealth Management, Llc 47.12 3,609 0.00% 0.00 170.1 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Kolinsky Wealth Management, Llc 470.53 1,919 0.00% 0.00 902.9 K
Blackstone Inc Kolinsky Wealth Management, Llc 163.64 1,454 0.00% 0.00 237.9 K
Caterpillar Inc. Kolinsky Wealth Management, Llc 408.55 675 0.00% 0.00 275.8 K
Chubb Limited Kolinsky Wealth Management, Llc 277.04 869 0.00% 0.00 240.7 K
Cadence Design Systems, Inc. Kolinsky Wealth Management, Llc 313.45 1,015 0.00% 0.00 318.2 K
CIENA Corp. Kolinsky Wealth Management, Llc 82.09 2,543 0.00% 0.00 208.8 K
Comcast Corp - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 34.49 9,779 0.00% 0.00 337.3 K
Chipotle Mexican Grill Kolinsky Wealth Management, Llc 53.60 10,987 0.00% 0.00 588.9 K
Coca-Cola Consolidated Inc Kolinsky Wealth Management, Llc 111.46 203 0.00% 0.00 22.6 K
Conoco Phillips Kolinsky Wealth Management, Llc 91.69 2,521 0.00% 0.00 231.2 K
Costco Wholesale Corp Kolinsky Wealth Management, Llc 955.88 1,134 0.00% 0.00 1.1 M
Canadian Pacific Railway Ltd Kolinsky Wealth Management, Llc 80.73 4,386 0.00% 0.00 354.1 K
Copart, Inc. Kolinsky Wealth Management, Llc 45.91 5,963 0.00% 0.00 273.8 K
Salesforce Inc Kolinsky Wealth Management, Llc 256.44 1,546 0.00% 0.00 396.5 K
Corvel Corp. Kolinsky Wealth Management, Llc 96.94 5,205 0.01% 0.00 504.6 K
Cisco Systems, Inc. Kolinsky Wealth Management, Llc 67.32 12,367 0.00% 0.00 832.5 K
Chevron Corp. Kolinsky Wealth Management, Llc 150.48 4,828 0.00% 0.00 726.5 K
Clearwater Analytics Holdings Inc - Ordinary Shares Class A Kolinsky Wealth Management, Llc 21.94 9,192 0.00% 0.00 201.7 K
Discover Financial Services Kolinsky Wealth Management, Llc 200.29 4,768 0.00% 0.00 955.0 K
Danaher Corp. Kolinsky Wealth Management, Llc 192.38 877 0.00% 0.00 168.7 K
Walt Disney Co (The) Kolinsky Wealth Management, Llc 119.59 2,110 0.00% 0.00 252.3 K
Duke Energy Corp. Kolinsky Wealth Management, Llc 117.59 1,916 0.00% 0.00 225.3 K
DoubleVerify Holdings Inc Kolinsky Wealth Management, Llc 15.23 18,055 0.01% 0.00 275.0 K
Emcor Group, Inc. Kolinsky Wealth Management, Llc 552.32 1,164 0.00% 0.00 642.9 K
Eaton Corporation plc Kolinsky Wealth Management, Llc 360.63 655 0.00% 0.00 236.2 K
Ford Motor Co. Kolinsky Wealth Management, Llc 11.23 10,716 0.00% 0.00 120.3 K
FTI Consulting Inc. Kolinsky Wealth Management, Llc 165.53 3,077 0.01% 0.00 509.3 K
Factset Research Systems Inc. Kolinsky Wealth Management, Llc 432.77 739 0.00% 0.00 319.8 K
First Hawaiian INC Kolinsky Wealth Management, Llc 25.02 12,203 0.01% 0.00 305.3 K
Fair, Isaac Corp. Kolinsky Wealth Management, Llc 1510.64 116 0.00% 0.00 175.2 K
General Electric Co. Kolinsky Wealth Management, Llc 265.06 1,699 0.00% 0.00 450.3 K
Graco Inc. Kolinsky Wealth Management, Llc 85.68 4,231 0.00% 0.00 362.5 K
Acushnet Holdings Corp Kolinsky Wealth Management, Llc 78.67 6,434 0.01% 0.00 506.2 K
Alphabet Inc - Ordinary Shares - Class C Kolinsky Wealth Management, Llc 184.61 7,409 0.00% 0.00 1.4 M
Alphabet Inc - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 183.64 12,874 0.00% 0.00 2.4 M
Goldman Sachs Group, Inc. Kolinsky Wealth Management, Llc 700.35 368 0.00% 0.00 257.7 K
Home Depot, Inc. Kolinsky Wealth Management, Llc 356.66 3,836 0.00% 0.00 1.4 M
Honeywell International Inc Kolinsky Wealth Management, Llc 234.25 1,666 0.00% 0.00 390.3 K
Howmet Aerospace Inc Kolinsky Wealth Management, Llc 183.19 2,029 0.00% 0.00 371.7 K
Interactive Brokers Group Inc - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 58.73 1,337 0.00% 0.00 78.5 K
International Business Machines Corp. Kolinsky Wealth Management, Llc 281.32 3,379 0.00% 0.00 950.6 K
Intercontinental Exchange Inc Kolinsky Wealth Management, Llc 180.08 1,456 0.00% 0.00 262.2 K
Intuit Inc Kolinsky Wealth Management, Llc 748.14 1,192 0.00% 0.00 891.8 K
Intuitive Surgical Inc Kolinsky Wealth Management, Llc 509.88 703 0.00% 0.00 358.4 K
Illinois Tool Works, Inc. Kolinsky Wealth Management, Llc 254.61 847 0.00% 0.00 215.7 K
Jack Henry & Associates, Inc. Kolinsky Wealth Management, Llc 176.56 1,586 0.00% 0.00 280.0 K
Johnson & Johnson Kolinsky Wealth Management, Llc 165.91 2,163 0.00% 0.00 358.9 K
JPMorgan Chase & Co. Kolinsky Wealth Management, Llc 285.57 8,330 0.00% 0.00 2.4 M
Kadant, Inc. Kolinsky Wealth Management, Llc 317.41 1,209 0.01% 0.00 383.7 K
KKR & Co. Inc Kolinsky Wealth Management, Llc 139.34 3,223 0.00% 0.00 449.1 K
KLA Corp. Kolinsky Wealth Management, Llc 916.01 413 0.00% 0.00 378.3 K
LCI Industries Kolinsky Wealth Management, Llc 96.32 2,019 0.01% 0.00 194.5 K
Lennox International Inc Kolinsky Wealth Management, Llc 594.27 406 0.00% 0.00 241.3 K
Linde Plc. Kolinsky Wealth Management, Llc 458.16 1,153 0.00% 0.00 528.3 K
Lilly(Eli) & Co Kolinsky Wealth Management, Llc 792.14 439 0.00% 0.00 347.7 K
Lockheed Martin Corp. Kolinsky Wealth Management, Llc 470.13 985 0.00% 0.00 463.1 K
LPL Financial Holdings Inc Kolinsky Wealth Management, Llc 364.84 650 0.00% 0.00 237.1 K
Landstar System, Inc. Kolinsky Wealth Management, Llc 135.39 2,486 0.01% 0.00 336.6 K
Mastercard Incorporated - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 552.39 1,830 0.00% 0.00 1.0 M
Mid-America Apartment Communities, Inc. Kolinsky Wealth Management, Llc 149.02 1,999 0.00% 0.00 297.9 K
Manhattan Associates, Inc. Kolinsky Wealth Management, Llc 197.31 1,170 0.00% 0.00 230.9 K
Moelis & Co - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 69.87 6,052 0.01% 0.00 422.9 K
McDonald`s Corp Kolinsky Wealth Management, Llc 298.18 1,469 0.00% 0.00 438.0 K
MercadoLibre Inc Kolinsky Wealth Management, Llc 2382.31 191 0.00% 0.00 455.0 K
Meta Platforms Inc - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 703.90 4,083 0.00% 0.00 2.9 M
Monolithic Power System Inc Kolinsky Wealth Management, Llc 697.12 387 0.00% 0.00 269.8 K
Merck & Co Inc Kolinsky Wealth Management, Llc 81.95 7,045 0.00% 0.00 577.3 K
Marvell Technology Inc Kolinsky Wealth Management, Llc 69.56 5,628 0.00% 0.00 391.5 K
Morgan Stanley Kolinsky Wealth Management, Llc 137.05 1,952 0.00% 0.00 267.5 K
MSCI Inc Kolinsky Wealth Management, Llc 563.38 338 0.00% 0.00 190.4 K
Microsoft Corporation Kolinsky Wealth Management, Llc 504.35 20,909 0.00% 0.00 10.5 M
NextEra Energy Inc Kolinsky Wealth Management, Llc 74.58 7,933 0.00% 0.00 591.6 K
Netflix Inc. Kolinsky Wealth Management, Llc 1263.54 733 0.00% 0.00 926.2 K
ServiceNow Inc Kolinsky Wealth Management, Llc 962.55 1,005 0.00% 0.00 967.4 K
Nu Holdings Ltd - Ordinary Shares Class A Kolinsky Wealth Management, Llc 13.55 15,961 0.00% 0.00 216.3 K
NVIDIA Corp Kolinsky Wealth Management, Llc 170.31 34,614 0.00% 0.00 5.9 M
Novo Nordisk - ADR Kolinsky Wealth Management, Llc 67.37 7,253 0.00% 0.00 488.6 K
Oracle Corp. Kolinsky Wealth Management, Llc 236.25 2,898 0.00% 0.00 684.7 K
O`Reilly Automotive, Inc. Kolinsky Wealth Management, Llc 90.94 208 0.00% 0.00 18.9 K
Palo Alto Networks Inc Kolinsky Wealth Management, Llc 192.56 1,243 0.00% 0.00 239.4 K
Paychex Inc. Kolinsky Wealth Management, Llc 141.21 5,386 0.00% 0.00 760.6 K
Public Service Enterprise Group Inc. Kolinsky Wealth Management, Llc 81.77 3,291 0.00% 0.00 269.1 K
Procter & Gamble Co. Kolinsky Wealth Management, Llc 152.94 5,738 0.00% 0.00 877.6 K
Progressive Corp. Kolinsky Wealth Management, Llc 246.93 2,196 0.00% 0.00 542.3 K
Parker-Hannifin Corp. Kolinsky Wealth Management, Llc 704.68 555 0.00% 0.00 391.1 K
PulteGroup Inc Kolinsky Wealth Management, Llc 108.72 2,059 0.00% 0.00 223.9 K
Prologis Inc Kolinsky Wealth Management, Llc 111.61 3,234 0.00% 0.00 360.9 K
Philip Morris International Inc Kolinsky Wealth Management, Llc 182.42 6,938 0.00% 0.00 1.3 M
Primerica Inc Kolinsky Wealth Management, Llc 260.98 2,462 0.01% 0.00 642.5 K
Phillips 66 Kolinsky Wealth Management, Llc 125.16 3,968 0.00% 0.00 496.6 K
Ferrari N.V. Kolinsky Wealth Management, Llc 499.63 1,580 0.00% 0.00 789.4 K
RBC Bearings Inc. Kolinsky Wealth Management, Llc 385.52 1,207 0.00% 0.00 465.3 K
Reinsurance Group Of America, Inc. Kolinsky Wealth Management, Llc 192.40 940 0.00% 0.00 180.9 K
RLI Corp. Kolinsky Wealth Management, Llc 69.93 1,501 0.00% 0.00 105.0 K
Sap SE - ADR Kolinsky Wealth Management, Llc 304.64 1,139 0.00% 0.00 347.0 K
Starbucks Corp. Kolinsky Wealth Management, Llc 92.36 3,318 0.00% 0.00 306.5 K
Charles Schwab Corp. Kolinsky Wealth Management, Llc 90.76 3,175 0.00% 0.00 288.2 K
Sea Ltd - ADR Kolinsky Wealth Management, Llc 161.98 2,587 0.00% 0.00 419.0 K
Snap-on, Inc. Kolinsky Wealth Management, Llc 312.70 1,954 0.00% 0.00 611.0 K
Sony Group Corporation - ADR Kolinsky Wealth Management, Llc 23.93 10,939 0.00% 0.00 261.8 K
Spotify Technology S.A. Kolinsky Wealth Management, Llc 708.13 1,054 0.00% 0.00 746.4 K
Simpson Manufacturing Co., Inc. Kolinsky Wealth Management, Llc 158.25 4,029 0.01% 0.00 637.6 K
AT&T, Inc. Kolinsky Wealth Management, Llc 27.04 17,652 0.00% 0.00 477.3 K
Hanover Insurance Group Inc Kolinsky Wealth Management, Llc 164.21 1,761 0.00% 0.00 289.2 K
Thermo Fisher Scientific Inc. Kolinsky Wealth Management, Llc 417.15 1,745 0.00% 0.00 727.9 K
Tesla Inc Kolinsky Wealth Management, Llc 319.56 1,536 0.00% 0.00 490.8 K
Taiwan Semiconductor Manufacturing - ADR Kolinsky Wealth Management, Llc 236.60 3,741 0.00% 0.00 885.1 K
Toro Co. Kolinsky Wealth Management, Llc 72.72 5,953 0.01% 0.00 432.9 K
Texas Instruments Inc. Kolinsky Wealth Management, Llc 214.34 1,267 0.00% 0.00 271.6 K
Uber Technologies Inc Kolinsky Wealth Management, Llc 90.57 6,275 0.00% 0.00 568.3 K
UFP Industries Inc Kolinsky Wealth Management, Llc 101.17 2,950 0.00% 0.00 298.5 K
Unitedhealth Group Inc Kolinsky Wealth Management, Llc 293.12 2,135 0.00% 0.00 625.8 K
Union Pacific Corp. Kolinsky Wealth Management, Llc 230.97 2,930 0.00% 0.00 676.7 K
United Parcel Service, Inc. - Ordinary Shares - Class B Kolinsky Wealth Management, Llc 99.23 3,288 0.00% 0.00 326.3 K
U.S. Bancorp. Kolinsky Wealth Management, Llc 45.26 8,885 0.00% 0.00 402.1 K
Visa Inc - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 348.87 4,136 0.00% 0.00 1.4 M
Valley National Bancorp Kolinsky Wealth Management, Llc 9.14 27,855 0.00% 0.00 254.6 K
Verisk Analytics Inc Kolinsky Wealth Management, Llc 299.21 1,047 0.00% 0.00 313.3 K
Verizon Communications Inc Kolinsky Wealth Management, Llc 41.33 12,028 0.00% 0.00 497.1 K
Workday Inc - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 225.51 803 0.00% 0.00 181.1 K
WEC Energy Group Inc Kolinsky Wealth Management, Llc 105.65 2,236 0.00% 0.00 236.2 K
Wells Fargo & Co. Kolinsky Wealth Management, Llc 78.94 2,926 0.00% 0.00 231.0 K
Walmart Inc Kolinsky Wealth Management, Llc 94.99 5,339 0.00% 0.00 507.2 K
Watts Water Technologies, Inc. - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 245.35 2,045 0.01% 0.00 501.7 K
Exxon Mobil Corp. Kolinsky Wealth Management, Llc 112.73 3,338 0.00% 0.00 376.3 K
Zebra Technologies Corp. - Ordinary Shares - Class A Kolinsky Wealth Management, Llc 316.85 805 0.00% 0.00 255.1 K
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