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:
76.54%
Gain -0.61%
Monthly
0.98%
Yearly
12.46%
Drawdown
24.15%
$196.92M
Equity
Holdings
$196.92M
Investment
$133.21M
$61.68M
Profit -$781,618.31
Realized
-$2.03M
Unrealized
$63.71M
Dividends
$7.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$781,618.31
Win %
73%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.32M
Win %
73%
This Month
Compared to last month
Gain
-0.32%
Profit
-$622,863.66
Win %
73%
This Year
Compared to last year
Gain
7.63%
Profit
$13.97M
Win %
73%
KULR KULR Technology Group, Inc.
+6.27%
+$242.55 
MRVL Marvell Technology, Inc.
+5.05%
+$53,578.56 
AMD Advanced Micro Devices, Inc.
+4.1%
+$58,309.98 
NU Nu Holdings Ltd.
+3.94%
+$8,539.14 
MPWR Monolithic Power Systems, Inc.
+3.2%
+$16,234.63 
AVGO Broadcom Inc.
+3%
+$57,327.12 
SPOT Spotify Technology S.A.
+2.84%
+$14,302.78 
CIEN Ciena Corporation
+2.69%
+$25,582.58 
SE Sea Ltd.
+2.65%
+$7,127.19 
CRM Salesforce Inc
+2.52%
+$6,647.95 
MANH Manhattan Associates Inc.
+2.48%
+$4,744.35 
IBIT iShares Bitcoin Trust
+2.37%
+$7,155.89 
IBKR Interactive Brokers Group Inc.
+2.3%
+$11,123.84 
ISRG Intuitive Surgical, Inc.
+2.08%
+$5,040.51 
MSFT Microsoft Corp.
+2.03%
+$167,480.88 
WDAY Workday Inc.
+1.94%
+$2,256.43 
GOOG Alphabet Inc
+1.9%
+$48,825.31 
GOOGL Alphabet Inc
+1.77%
+$79,194.41 
PSX Phillips 66
+1.76%
+$14,443.52 
NOW ServiceNow, Inc.
+1.69%
+$8,743.5 
MELI MercadoLibre, Inc.
+1.68%
+$5,814.04 
ICE Intercontinental Exchange, Inc.
+1.57%
+$3,203.2 
IBM International Business Machines Corporation
+1.51%
+$10,829.69 
TXN Texas Instruments Inc
+1.47%
+$5,296.05 
AMZN Amazon.com Inc
+1.42%
+$83,779.5 
ABT Abbott Laboratories
+1.37%
+$7,334.25 
CVX Chevron Corporation
+1.33%
+$12,070.05 
INTU Intuit Inc.
+1.32%
+$4,565.37 
ACN Accenture plc Class A
+1.27%
+$5,254.34 
COP ConocoPhillips
+1.25%
+$3,605.03 
DV DoubleVerify Holdings Inc.
+1.18%
+$2,437.43 
SCHW Charles Schwab Corporation
+1.04%
+$3,349.62 
V Visa Inc. Class A
+1.03%
+$15,344.56 
NVDA NVIDIA Corporation
+0.99%
+$69,574.49 
CDNS Cadence Design Systems, Inc.
+0.96%
+$3,222.62 
LPLA LPL Financial Holdings Inc.
+0.92%
+$1,937.52 
FICO Fair Isaac Corporation
+0.89%
+$1,299.2 
XOM Exxon Mobil Corporation
+0.87%
+$4,306.02 
COKE Coca-Cola Consolidated Inc.
+0.87%
+$3,207.4 
ETN Eaton Corporation plc
+0.83%
+$2,177.87 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$2,691.37 
JKHY Jack Henry & Associates, Inc.
+0.78%
+$1,863.55 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.73%
+$1,695.55 
HON Honeywell International Inc.
+0.73%
+$1,458.29 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$4,127.78 
THG Hanover Insurance Group, Inc.
+0.69%
+$2,588.67 
PGR Progressive Corporation
+0.66%
+$3,030.48 
LMT Lockheed Martin Corporation
+0.6%
+$3,004.25 
T AT&T Inc.
+0.57%
+$2,206.5 
PAYX Paychex Inc.
+0.57%
+$3,500.9 
MAA Mid-America Apartment Communities, Inc.
+0.56%
+$1,499.25 
MA Mastercard Incorporated
+0.55%
+$5,435.06 
ADI Analog Devices, Inc.
+0.47%
+$2,290.38 
CMCSA Comcast Corp
+0.44%
+$1,095.59 
PANW Palo Alto Networks, Inc.
+0.44%
+$1,957.72 
META Meta Platforms Inc Class A
+0.43%
+$11,371.16 
RLI RLI Corp.
+0.42%
+$780.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.41%
+$13,606.79 
DUK Duke Energy Corporation
+0.39%
+$929.26 
AMAT Applied Materials, Inc.
+0.34%
+$4,211.87 
SAP SAP SE Sponsored ADR
+0.33%
+$603.67 
VRSK Verisk Analytics Inc.
+0.33%
+$691.02 
VOO Vanguard S&P 500 ETF
+0.25%
+$1,776.19 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$19,706.38 
IVV iShares Core S&P 500 ETF
+0.24%
+$2,119.98 
BNY BlackRock New York Municipal Income Trust
+0.23%
+$4,662 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$93,801.37 
LSTR Landstar System Inc.
+0.21%
+$1,119.45 
USB U.S. Bancorp
+0.2%
+$1,110.62 
EME EMCOR Group, Inc.
+0.18%
+$1,524.84 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$1,285.73 
UBER Uber Technologies, Inc.
+0.11%
+$502 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$2,475.93 
CPRT Copart Inc.
+0.02%
+$29.82 
IWM iShares Russell 2000 ETF
0%
+$15.71 
AZN
0%
$0 
AZPN Aspen Technology, Inc.
0%
$0 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KKR KKR & Co. Inc.
-3.44%
-$11,183.81 
CMG Chipotle Mexican Grill, Inc.
-3.41%
-$12,909.73 
UPS United Parcel Service, Inc.
-3.3%
-$12,773.88 
AAPL Apple Inc.
-2.48%
-$253,235.36 
PHM PulteGroup Inc.
-2.47%
-$6,403.49 
BX Blackstone Inc.
-2.23%
-$4,114.82 
ORCL Oracle Corporation
-2.23%
-$8,165.11 
NFLX Netflix, Inc.
-2.23%
-$11,251.55 
SSD Simpson Manufacturing Co., Inc.
-1.97%
-$15,028.21 
GOLF Acushnet Holdings Corp.
-1.97%
-$14,508.67 
MS Morgan Stanley
-1.96%
-$8,237.42 
CP Canadian Pacific Kansas City Limited
-1.93%
-$7,938.66 
WTS Watts Water Technologies Inc.
-1.91%
-$13,517.45 
MRK Merck & Co., Inc.
-1.9%
-$17,048.9 
GE General Electric Company
-1.88%
-$11,145.42 
LLY Eli Lilly and Company
-1.82%
-$9,434.11 
TSLA Tesla, Inc.
-1.79%
-$10,444.8 
HD The Home Depot, Inc.
-1.77%
-$23,073.54 
APO Apollo Global Management, Inc.
-1.68%
-$3,213.68 
ITW Illinois Tool Works Inc.
-1.66%
-$3,887.73 
WMT Walmart Inc.
-1.64%
-$10,010.62 
UNP Union Pacific Corporation
-1.58%
-$13,976.1 
ORLY O'Reilly Automotive Inc.
-1.46%
-$3,931.2 
JNJ Johnson & Johnson
-1.42%
-$7,765.19 
CAT Caterpillar Inc.
-1.38%
-$8,197.87 
VLY Valley National Bancorp
-1.37%
-$5,710.27 
PLD Prologis Inc.
-1.31%
-$6,370.98 
DIS The Walt Disney Company
-1.27%
-$2,616.4 
GGG Graco Inc.
-1.25%
-$3,934.83 
LRCX Lam Research Corporation
-1.25%
-$25,205.7 
LII Lennox International Inc.
-1.24%
-$2,732.38 
KLAC KLA Corporation
-1.2%
-$10,531.5 
FHB First Hawaiian, Inc.
-1.13%
-$4,026.99 
PEG Public Service Enterprise Group Incorporated
-1.11%
-$2,879.62 
WEC WEC Energy Group Inc.
-1.11%
-$2,817.36 
WFC Wells Fargo & Company
-1.11%
-$2,838.22 
FCN Fti Consulting Inc.
-1.09%
-$5,477.06 
RACE Ferrari N.V.
-1.09%
-$6,517.5 
F Ford Motor Company
-1.09%
-$1,660.98 
SNA Snap-on Inc.
-1.09%
-$8,734.38 
NEE NextEra Energy, Inc.
-1.05%
-$7,417.35 
BLK BlackRock, Inc.
-1.04%
-$8,632.46 
AON Aon plc
-1.01%
-$2,213.4 
RBC RBC Bearings Incorporated
-0.99%
-$6,891.97 
KRE SPDR S&P Regional Banking ETF
-0.98%
-$2,855.25 
BAC Bank of America Corporation
-0.94%
-$5,085.87 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$3,336.38 
LCII LCI Industries Inc.
-0.9%
-$1,958.43 
KAI Kadant Inc.
-0.83%
-$3,119.22 
PG Procter & Gamble Co
-0.77%
-$6,598.7 
MC Moelis & Company
-0.75%
-$3,056.26 
UFPI UFP Industries, Inc.
-0.74%
-$1,868.23 
TTC The Toro Company
-0.71%
-$3,988.51 
COST Costco Wholesale Corporation
-0.68%
-$7,200.9 
PH Parker-Hannifin Corporation
-0.66%
-$3,502.05 
ADBE Adobe Inc.
-0.65%
-$2,787.18 
SBUX Starbucks Corporation
-0.61%
-$2,123.52 
HWM Howmet Aerospace Inc.
-0.5%
-$2,769.59 
JPM JPMorgan Chase & Co.
-0.49%
-$13,994.4 
GS The Goldman Sachs Group, Inc.
-0.48%
-$1,884.16 
TMO Thermo Fisher Scientific Inc.
-0.45%
-$4,135.65 
AXP American Express Company
-0.44%
-$2,553.74 
DHR Danaher Corporation
-0.43%
-$771.76 
UNH UnitedHealth Group Incorporated
-0.43%
-$3,899.98 
CRVL CorVel Corporation
-0.42%
-$1,353.3 
MSCI MSCI Inc.
-0.39%
-$838.24 
ABBV AbbVie Inc.
-0.39%
-$6,632.99 
BMY Bristol-Myers Squibb Company
-0.38%
-$830.07 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.36%
-$12,727.72 
ZBRA Zebra Technologies Corporation
-0.33%
-$716.44 
AMGN Amgen Inc.
-0.33%
-$2,851.2 
PRI Primerica Inc.
-0.3%
-$2,314.28 
ASML ASML Holding N.V. New York Registry Shares
-0.3%
-$3,364.08 
LVHI Franklin International Low Volatility High Dividend ETF
-0.29%
-$20,125.33 
MCD McDonald's Corporation
-0.27%
-$1,072.38 
LIN Linde plc
-0.26%
-$1,556.55 
FDS FactSet Research Systems Inc.
-0.26%
-$495.14 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$634.77 
PM Philip Morris International Inc.
-0.25%
-$3,329.48 
BANF BancFirst Corporation
-0.24%
-$562.95 
VZ Verizon Communications Inc.
-0.23%
-$1,204 
MDY SPDR S&P MidCap 400 ETF Trust
-0.21%
-$587.56 
CSCO Cisco Systems, Inc.
-0.2%
-$2,720.74 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$1,025.2 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.17%
-$820.4 
AJG Arthur J. Gallagher & Co.
-0.14%
-$1,061.42 
APAM Artisan Partners Asset Management Inc.
-0.14%
-$335.56 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$328.38 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$2,356.86 
ADP Automatic Data Processing Inc.
-0.08%
-$241 
RGA Reinsurance Group of America, Inc.
-0.04%
-$79.91 
CB Chubb Limited
-0.01%
-$17.38 
AMP Ameriprise Financial, Inc.
0%
-$15.36 Events
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Dividends
Dividend Analysis
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| Trades 1738 | Longs Won 998/1738 57% | Profit Factor 6.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $344,005.44 |
| Average Win $72,832.33 | Best Trade (Jul 22) $13.02M | Sharpe Ratio -10.82 |
| Average Loss -$14,869.71 | Worst Trade (Jul 24) -$525,969.65 | Z-Score 5.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 3d | Expectancy $35,490.86 |
| 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 | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $1.01M, Avantis U.S. Small Cap Value ETF - $648,086.83, EMCOR Group, Inc - $629,250.34, Franklin International Low Volatility High Dividend ETF - $431,949.36, and iShares Core S&P 500 ETF - $237,643.51. 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 - $374,686.81, Amazon.com Inc - $193,195.94, NVIDIA Corporation - $192,944.44, Nike, Inc. - Class B - $162,861.97, and Target Corporation - $153,376.65. 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 $7.79M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap ETF - $1.11M, Franklin International Low Volatility High Dividend ETF - $431,949.36, SPDR S&P 500 ETF Trust - $402,526.85, Microsoft Corp - $258,006.46, and Pacer US Cash Cows 100 ETF - $215,250.74. 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.
