KWM
Kolinsky Wealth Management LLC Portfolio
Invests via Kolinsky Wealth Management LLC | Managed by Steven I. Kolinsky, Jason Kolinsky, Chad Kolinsky
Invests via Kolinsky Wealth Management LLC
Managed by Steven I. Kolinsky, Jason Kolinsky, Chad Kolinsky
Automatically Tracked
Company Profile
Founded with a focus on personalized financial advisory services, Kolinsky Wealth Management LLC stands out as a nimble player in the wealth management sector. The firm specializes in creating tailored investment strategies for high-net-worth individuals and families, emphasizing long-term relationships and customized solutions. By combining deep market insights with comprehensive financial planning expertise, it helps clients navigate complex financial landscapes effectively. With an experienced team at the helm, Kolinsky is dedicated to enhancing client value through meticulous service delivery and proactive engagement.
Founded with a focus on personalized financial advisory services, Kolinsky Wealth Management LLC stands out as a nimble player in the wealth management sector. The firm specializes in creating tailored investment strategies for high-net-worth individuals and families, emphasizing long-term relationships and customized solutions. By combining deep market insights with comprehensive financial planning expertise, it helps clients navigate complex financial landscapes effectively. With an experienced team at the helm, Kolinsky is dedicated to enhancing client value through meticulous service delivery and proactive engagement.
Investment Philosophy & Strategy
In the realm of personalized financial guidance, Kolinsky Wealth Management LLC prioritizes a client-centered approach that fosters trust and adaptability. This investment firm is dedicated to understanding each client's unique circumstances, leading to bespoke wealth management strategies that align with individual goals. By leveraging market analysis and employing strategic insights, it navigates dynamic financial landscapes while enhancing asset growth opportunities. The firm's commitment to transparency and responsive communication establishes a solid foundation for building lasting partnerships with clients seeking comprehensive wealth solutions.
In the realm of personalized financial guidance, Kolinsky Wealth Management LLC prioritizes a client-centered approach that fosters trust and adaptability. This investment firm is dedicated to understanding each client's unique circumstances, leading to bespoke wealth management strategies that align with individual goals. By leveraging market analysis and employing strategic insights, it navigates dynamic financial landscapes while enhancing asset growth opportunities. The firm's commitment to transparency and responsive communication establishes a solid foundation for building lasting partnerships with clients seeking comprehensive wealth solutions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
99.51%
Gain -0.47%
Monthly
0.98%
Yearly
12.45%
Drawdown
24.27%
$202.94M
Equity
Holdings
$202.94M
Investment
$133M
$65.52M
Profit -$629,476.98
Realized
-$4.42M
Unrealized
$69.94M
Dividends
$8.41M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$629,476.98
Win %
74%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$507,706.08
Win %
74%
This Month
Compared to last month
Gain
0.55%
Profit
$1.11M
Win %
74%
This Year
Compared to last year
Gain
11.05%
Profit
$20.2M
Win %
74%
PANW Palo Alto Networks, Inc.
+6.15%
+$27,122.26 
COP ConocoPhillips
+4.63%
+$16,991.54 
CVX Chevron Corporation
+2.79%
+$30,537.1 
XOM ExxonMobil Holdings Corporation
+2.77%
+$16,489.72 
ISRG Intuitive Surgical Inc.
+2.71%
+$8,464.12 
MRVL Marvell Technology Inc.
+2.4%
+$30,166.08 
AMD Advanced Micro Devices Inc.
+2.38%
+$34,652.97 
CDNS Cadence Design Systems, Inc.
+2.14%
+$6,739.61 
TXN Texas Instruments Inc.
+1.68%
+$5,954.9 
VLY Valley National Bancorp Common Stock
+1.63%
+$6,267.37 
AMAT Applied Materials Inc.
+1.61%
+$14,235.67 
CSCO Cisco Systems, Inc.
+1.61%
+$20,838.4 
ORCL Oracle Corporation
+1.5%
+$5,448.24 
ADI Analog Devices, Inc.
+1.28%
+$6,386.41 
LMT Lockheed Martin Corporation
+1.17%
+$6,796.5 
ASML ASML Holding N.V. NY Registered Shares
+1.03%
+$10,365.09 
AVGO Broadcom Inc.
+1.01%
+$16,902.41 
LRCX Lam Research Corp.
+0.86%
+$12,732.11 
MSFT Microsoft Corporation Common Stock
+0.71%
+$77,187.66 
CRVL CorVel Corporation
+0.64%
+$2,810.7 
WTS Watts Water Technologies, Inc. Class A Common Stock
+0.63%
+$4,601.25 
PSX Phillips 66
+0.6%
+$6,765.44 
IBM International Business Machines Corporation
+0.58%
+$4,916.44 
PHM PulteGroup, Inc.
+0.48%
+$1,173.63 
NU Nu Holdings Ltd. Class A Ordinary Shares
+0.37%
+$877.86 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$1,206.16 
CIEN Ciena Corp.
+0.36%
+$2,949.85 
ABT Abbott Laboratories
+0.33%
+$1,813.56 
HON Honeywell International Inc.
+0.32%
+$618.67 
KLAC KLA Corporation
+0.28%
+$1,713.95 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.28%
+$1,239.9 
KRE State Street SPDR S&P Regional Banking ETF
+0.23%
+$647.19 
NVDA NVIDIA Corporation
+0.16%
+$11,422.27 
PLD Prologis, Inc.
+0.12%
+$485.1 
IWF iShares Russell 1000 Growth ETF
+0.02%
+$119.32 
AZPN Aspen Technology, Inc.
0%
$0 
BANF BancFirst Corporation
0%
$0 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 AZN
AZN
0%
$0 
T AT&T Inc.
-5.52%
-$22,153.26 
ACN Accenture plc
-4.13%
-$30,862 
LCII LCI Industries
-4.01%
-$7,005.93 
AXP American Express Company
-3.68%
-$19,578.54 
FHB First Hawaiian, Inc.
-3.67%
-$11,714.88 
HWM Howmet Aerospace Inc.
-3.66%
-$14,345.01 
LSTR Landstar System, Inc.
-3.65%
-$15,363.48 
F Ford Motor Co.
-3.14%
-$4,018.5 
HD The Home Depot, Inc.
-2.83%
-$35,598.08 
BRK-B Berkshire Hathaway Inc.
-2.72%
-$28,516.34 
GGG Graco Inc.
-2.69%
-$7,869.66 
UFPI UFP Industries, Inc.
-2.62%
-$6,475.25 
PRI Primerica Inc.
-2.62%
-$18,440.38 
COKE Coca-Cola Consolidated Inc.
-2.57%
-$11,195.43 
KULR KULR Technology Group, Inc.
-2.52%
-$58.8 
RLI RLI Corp.
-2.48%
-$4,983.33 
GE General Electric Company
-2.44%
-$12,147.85 
INTU Intuit Inc.
-2.4%
-$10,137.95 
ADBE Adobe Inc.
-2.33%
-$11,383.22 
CAT Caterpillar Inc.
-2.33%
-$11,053.12 
CMG Chipotle Mexican Grill, Inc.
-2.27%
-$7,031.68 
UBER Uber Technologies Inc.
-2.07%
-$8,973.25 
MA Mastercard Inc. Class A Common Stock
-2%
-$23,131.18 
PG The Procter & Gamble Company
-1.98%
-$18,714.49 
RGA Reinsurance Group of America, Inc.
-1.97%
-$5,047.8 
CRM Salesforce, Inc.
-1.97%
-$7,621.76 
LLY Eli Lilly and Company
-1.97%
-$11,295.47 
APAM Artisan Partners Asset Management Inc. Class A Common Stock
-1.95%
-$4,087.67 
BMY Bristol-Myers Squibb Company
-1.92%
-$4,366.89 
MCD McDonald's Corporation
-1.86%
-$6,889.61 
PH Parker-Hannifin Corporation
-1.79%
-$8,885.56 
ORLY O'Reilly Automotive Inc.
-1.68%
-$4,817.9 
JNJ Johnson & Johnson
-1.67%
-$9,668.61 
BLK BlackRock, Inc.
-1.65%
-$14,553.24 
UNP Union Pacific Corp.
-1.64%
-$14,356.99 
MRK Merck & Co., Inc.
-1.64%
-$16,978.52 
CB Chubb Limited
-1.61%
-$5,105.37 
BX Blackstone Inc.
-1.6%
-$2,755.33 
RACE Ferrari N.V.
-1.59%
-$10,001.4 
RBC RBC Bearings Incorporated
-1.45%
-$8,352.44 
VZ Verizon Communications Inc.
-1.43%
-$7,758.06 
ITW Illinois Tool Works Inc.
-1.42%
-$3,354.11 
MS Morgan Stanley Common Stock
-1.4%
-$5,016.64 
KAI Kadant Inc.
-1.39%
-$4,497.48 
V Visa Inc. Class A
-1.39%
-$23,844 
CP Canadian Pacific Kansas City Ltd.
-1.33%
-$5,307.06 
UPS United Parcel Service, Inc. Class B Common Stock
-1.32%
-$4,405.92 
AON Aon plc Class A
-1.3%
-$2,368.09 
JKHY Jack Henry & Associates, Inc.
-1.29%
-$3,298.88 
VRSK Verisk Analytics, Inc.
-1.29%
-$2,737.91 
TMO Thermo Fisher Scientific Inc.
-1.28%
-$15,076.77 
LPLA LPL Financial Holdings Inc.
-1.27%
-$2,626.01 
GOLF Acushnet Holdings Corp.
-1.26%
-$6,627.02 
MAA Mid-America Apartment Communities, Inc.
-1.23%
-$2,978.51 
MC Moelis & Company
-1.22%
-$4,054.85 
JPM JPMorgan Chase & Co.
-1.21%
-$33,903.1 
PEG Public Service Enterprise Group Inc.
-1.2%
-$2,879.62 
MSCI MSCI Inc.
-1.2%
-$2,518.1 
SE Sea Limited Sponsored ADR
-1.19%
-$2,328.3 
FICO Fair Isaac Corp.
-1.18%
-$1,131 
SCHW The Charles Schwab Corporation
-1.18%
-$3,429 
SSD Simpson Manufacturing Co., Inc.
-1.17%
-$8,783.22 
DHR Danaher Corp.
-1.13%
-$2,280.2 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.13%
-$4,973.64 
THG The Hanover Insurance Group, Inc.
-1.12%
-$4,710.68 
NVO Novo Nordisk A/S Sponsored ADR
-1.09%
-$3,118.79 
COST Costco Wholesale Corp
-1.05%
-$12,075.97 
KKR Korro Bio, Inc.
-1.04%
-$3,126.3 
FCN FTI Consulting Inc.
-1.03%
-$4,984.74 
FDS FactSet Research Systems Inc.
-1.01%
-$2,512.61 
EME EMCOR Group, Inc.
-1%
-$7,705.65 
MELI MercadoLibre Inc.
-0.98%
-$3,429.63 
PGR The Progressive Corporation
-0.98%
-$4,962.96 
APO Apollo Global Management Inc.
-0.98%
-$1,793.31 
AMP Ameriprise Financial Inc.
-0.97%
-$7,388.16 
WEC WEC Energy Group Inc.
-0.96%
-$2,414.88 
GS The Goldman Sachs Group, Inc.
-0.96%
-$3,153.76 
AMGN Amgen Inc. Common Stock
-0.96%
-$10,157.4 
SNA Snap-on Incorporated
-0.95%
-$6,614.29 
CMCSA Comcast Corp. Class A Common Stock
-0.92%
-$2,191.18 
CPRT Copart, Inc.
-0.89%
-$1,550.38 
AJG Arthur J. Gallagher & Co.
-0.89%
-$7,037.39 
SBUX Starbucks Corp.
-0.89%
-$3,019.38 
WMT Walmart Inc.
-0.84%
-$5,467.14 
LII Lennox International Inc.
-0.8%
-$1,230.18 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$27,130.14 
ADP Automatic Data Processing Inc.
-0.78%
-$2,879.95 
PAYX Paychex Inc.
-0.73%
-$4,658.89 
USB U.S. Bancorp
-0.72%
-$3,820.55 
COWZ Pacer US Cash Cows 100 ETF
-0.64%
-$37,964.26 
ICE Intercontinental Exchange, Inc.
-0.62%
-$1,485.11 
WFC Wells Fargo & Company
-0.61%
-$1,477.63 
DUK Duke Energy Corporation
-0.6%
-$1,437 
SPOT Spotify Technology S.A.
-0.55%
-$3,356.96 
BAC Bank of America Corporation
-0.51%
-$2,299.72 
PM Philip Morris International Inc.
-0.48%
-$6,660.48 
AMZN Amazon.com Inc
-0.47%
-$28,006.05 
SCHV Schwab U.S. Large-Cap Value ETF
-0.46%
-$10,774.24 
SONY Sony Group Corp. Sponsored ADR
-0.46%
-$1,312.68 
META Meta Platforms Inc Class A
-0.42%
-$11,056.76 
VYM Vanguard High Dividend Yield ETF
-0.41%
-$1,100.14 
TSLA Tesla, Inc.
-0.39%
-$2,242.56 
SAP SAP SE Sponsored ADR
-0.38%
-$1,042.18 
TTC The Toro Company
-0.38%
-$2,381.2 
DIS The Walt Disney Company
-0.38%
-$896.75 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.35%
-$923.02 
IWM iShares Russell 2000 ETF
-0.34%
-$2,979.23 
MPWR Monolithic Power Systems Inc.
-0.32%
-$1,459.01 
NFLX Netflix Inc.
-0.31%
-$1,502.65 
ZBRA Zebra Technologies Corp. Class A Common Stock
-0.29%
-$885.5 
IWR iShares Russell Mid-Cap ETF
-0.27%
-$1,971.96 
BNY Bank of New York Mellon Corp.
-0.27%
-$5,050.5 
IVV iShares Core S&P 500 ETF
-0.27%
-$2,417.69 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$634.77 
SPY State Street SPDR S&P 500 ETF Trust
-0.24%
-$20,702.99 
NEE NextEra Energy Inc.
-0.23%
-$1,507.27 
ETN Eaton Corporation plc
-0.22%
-$537.09 
VOO Vanguard S&P 500 ETF
-0.2%
-$1,482.96 
GOOGL Alphabet Inc
-0.2%
-$8,220.05 
UNH UnitedHealth Group Inc.
-0.19%
-$1,729.35 
MANH Manhattan Associates Inc.
-0.17%
-$479.7 
AAPL Apple Inc.
-0.15%
-$16,076.02 
GOOG Alphabet Inc
-0.14%
-$3,408.07 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$57,723.92 
LIN Linde plc
-0.09%
-$541.9 
NOW ServiceNow Inc.
-0.09%
-$703.5 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.08%
-$5,821.37 
DV DoubleVerify Holdings, Inc.
-0.07%
-$180.55 
AVUV Avantis U.S. Small Cap Value ETF
-0.07%
-$396.1 
ABBV AbbVie Inc.
-0.05%
-$875.42 
WDAY Workday Inc Class A Common Stock
-0.04%
-$72.28 
IBIT iShares Bitcoin Trust ETF
-0.01%
-$41.45 Events
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Dividends
Dividend Analysis
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| Trades 1738 | Longs Won 1021/1738 58% | Profit Factor 6.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,121.86 |
| Average Win $76,812.74 | Best Trade (Oct 15) $14.35M | Sharpe Ratio -10.83 |
| Average Loss -$18,000.55 | Worst Trade (Oct 15) -$424,299.32 | Z-Score 7.73 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 5d | Expectancy $37,698.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,621 | $5.43M | $10.65M | - | $5.22M | 96.2% | -0.151% |
| ABBV AbbVie Inc. | 6,734 | $976,554.32 | $1.92M | - | $943,039.72 | 96.57% | -0.046% |
| ABT Abbott Laboratories | 5,334 | $710,948.87 | $548,601.9 | - | -$162,346.97 | -22.84% | +0.332% |
| ACN Accenture plc | 2,887 | $1.1M | $716,120.35 | - | -$386,840 | -35.07% | -4.132% |
| ADBE Adobe Inc. | 1,804 | $920,757.41 | $476,688.96 | - | -$444,068.45 | -48.23% | -2.332% |
| ADI Analog Devices, Inc. | 1,294 | $207,135.33 | $505,559.85 | - | $298,424.52 | 144.07% | +1.279% |
| ADP Automatic Data Processing Inc. | 1,205 | $303,859.48 | $368,187.75 | - | $64,328.27 | 21.17% | -0.776% |
| AJG Arthur J. Gallagher & Co. | 2,908 | $586,372.19 | $780,972.48 | - | $194,600.29 | 33.19% | -0.893% |
| AMAT Applied Materials Inc. | 2,353 | $282,546.33 | $897,975.39 | - | $615,429.06 | 217.82% | +1.611% |
| AMD Advanced Micro Devices Inc. | 2,871 | $360,999.84 | $1.49M | - | $1.13M | 313.55% | +2.376% |
| AMGN Amgen Inc. Common Stock | 2,376 | $604,512.59 | $1.05M | - | $448,067.29 | 74.12% | -0.956% |
| AMP Ameriprise Financial Inc. | 1,536 | $482,791.39 | $755,742.72 | - | $272,951.33 | 56.54% | -0.968% |
| AMZN Amazon.com Inc | 23,937 | $3.78M | $5.97M | - | $2.19M | 57.89% | -0.467% |
| AON Aon plc Class A | 595 | $195,116.97 | $180,177.9 | - | -$14,939.07 | -7.66% | -1.297% |
| APAM Artisan Partners Asset Management Inc. Class A Common Stock | 6,101 | $229,243.52 | $205,786.73 | - | -$23,456.79 | -10.23% | -1.948% |
| APO Apollo Global Management Inc. | 1,587 | $198,232.17 | $180,441.9 | - | -$17,790.27 | -8.97% | -0.984% |
| ASML ASML Holding N.V. NY Registered Shares | 642 | $493,968.13 | $1.01M | - | $518,263.64 | 104.92% | +1.035% |
| AVGO Broadcom Inc. | 5,153 | $387,209.27 | $1.68M | - | $1.3M | 334.53% | +1.015% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,660 | $362,278.81 | $568,450.1 | - | $206,171.29 | 56.91% | -0.07% |
| AXP American Express Company | 1,637 | $277,222.84 | $512,724.77 | - | $235,501.93 | 84.95% | -3.678% |
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FAQ
Which stocks have generated the highest profits for Kolinsky Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $1.13M, Avantis U.S. Small Cap Value ETF - $650,017, EMCOR Group, Inc - $630,181.54, Franklin International Low Volatility High Dividend Index ETF - $492,055.89, and WisdomTree International Hedged Quality Dividend Growth Fund - $234,164.79. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Meta Platforms Inc Class A - $372,543.23, Shopify Inc - $219,547.59, Amazon.com Inc - $193,195.94, NVIDIA Corporation - $184,298.72, and Netflix Inc - $182,632.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kolinsky Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.41M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap ETF - $1.23M, Franklin International Low Volatility High Dividend Index ETF - $492,055.89, State Street SPDR S&P 500 ETF Trust - $426,700.93, Microsoft Corporation Common Stock - $277,033.65, and Pacer US Cash Cows 100 ETF - $227,462.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kolinsky Wealth Management LLC's monthly returns?
Kolinsky Wealth Management LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kolinsky Wealth Management LLC's strategy be considered aggressive or moderate?
Kolinsky Wealth Management LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kolinsky Wealth Management LLC's strategy?
Kolinsky Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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