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:
48.31%
Gain +1.41%
Monthly
0.55%
Yearly
6.86%
Drawdown
16.37%
$197.13M
Equity
Holdings
$197.13M
Investment
$133.33M
$61.43M
Profit +$3.16M
Realized
-$2.37M
Unrealized
$63.79M
Dividends
$7.45M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.41%
Profit
$3.16M
Win %
71%
This Week
Compared To Last Week
Gain
-1.58%
Profit
-$3.17M
Win %
71%
This Month
Compared to last month
Gain
-1.65%
Profit
-$3.3M
Win %
71%
This Year
Compared to last year
Gain
6.94%
Profit
$12.79M
Win %
71%
KLAC KLA Corporation
+12.92%
+$113,988 
LRCX Lam Research Corporation
+12.65%
+$263,173.36 
AMAT Applied Materials, Inc.
+11.17%
+$130,615.01 
MRVL Marvell Technology, Inc.
+11.12%
+$158,090.52 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$105,551.26 
KULR KULR Technology Group, Inc.
+8.81%
+$455.7 
AMD Advanced Micro Devices, Inc.
+7.96%
+$103,413.45 
MPWR Monolithic Power Systems, Inc.
+7.94%
+$45,263.5 
HON Honeywell International Inc.
+6.45%
+$23,456.4 
PANW Palo Alto Networks, Inc.
+6.15%
+$20,124.17 
HWM Howmet Aerospace Inc.
+6.05%
+$30,637.9 
RACE Ferrari N.V.
+5.55%
+$30,383.4 
RBC RBC Bearings Incorporated
+5.47%
+$38,056.72 
TXN Texas Instruments Inc
+5.35%
+$19,119.03 
UPS United Parcel Service, Inc.
+5.22%
+$17,722.32 
GOLF Acushnet Holdings Corp.
+5.07%
+$30,818.86 
ADI Analog Devices, Inc.
+4.96%
+$25,181.24 
ETN Eaton Corporation plc
+4.88%
+$11,999.61 
CAT Caterpillar Inc.
+4.83%
+$27,904.52 
AMGN Amgen Inc.
+4.79%
+$38,479.3 
PHM PulteGroup Inc.
+4.71%
+$11,489.22 
TSLA Tesla, Inc.
+4.63%
+$27,141.12 
LMT Lockheed Martin Corporation
+4.57%
+$23,639.98 
EME EMCOR Group, Inc.
+4.43%
+$40,053.24 
GE General Electric Company
+4.42%
+$23,938.89 
IBKR Interactive Brokers Group Inc.
+3.99%
+$18,236.68 
SSD Simpson Manufacturing Co., Inc.
+3.98%
+$29,854.89 
SE Sea Ltd.
+3.93%
+$8,381.88 
NU Nu Holdings Ltd.
+3.83%
+$7,102.65 
KAI Kadant Inc.
+3.64%
+$12,259.26 
SBUX Starbucks Corporation
+3.53%
+$11,579.82 
AVGO Broadcom Inc.
+3.47%
+$66,473.65 
GS The Goldman Sachs Group, Inc.
+3.43%
+$12,622.41 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$10,874.27 
MC Moelis & Company
+3.26%
+$13,193.36 
PH Parker-Hannifin Corporation
+3.08%
+$14,962.8 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$46,051.71 
IWM iShares Russell 2000 ETF
+2.97%
+$26,279.68 
MS Morgan Stanley
+2.9%
+$11,712 
UFPI UFP Industries, Inc.
+2.87%
+$6,962 
LSTR Landstar System Inc.
+2.87%
+$15,612.08 
APAM Artisan Partners Asset Management Inc.
+2.81%
+$5,917.97 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+2.74%
+$92,443.44 
NVO Novo Nordisk A/S Sponsored ADR
+2.72%
+$8,449.75 
CMG Chipotle Mexican Grill, Inc.
+2.7%
+$9,009.34 
IBIT iShares Bitcoin Trust
+2.62%
+$7,625.86 
ZBRA Zebra Technologies Corporation
+2.61%
+$4,548.25 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$6,780.75 
CSCO Cisco Systems, Inc.
+2.53%
+$37,224.67 
WTS Watts Water Technologies Inc.
+2.41%
+$15,419.3 
CIEN Ciena Corporation
+2.38%
+$26,294.62 
LII Lennox International Inc.
+2.37%
+$4,867.94 
BMY Bristol-Myers Squibb Company
+2.37%
+$4,763.88 
IWR iShares Russell Mid-Cap ETF
+2.26%
+$15,671.83 
HD The Home Depot, Inc.
+2.26%
+$27,657.52 
NVDA NVIDIA Corporation
+2.17%
+$150,917.04 
LLY Eli Lilly and Company
+2.13%
+$10,628.19 
SCHV Schwab U.S. Large-Cap Value ETF
+2.06%
+$46,463.91 
BX Blackstone Inc.
+2.03%
+$3,489.6 
AVUV Avantis U.S. Small Cap Value ETF
+1.95%
+$10,997.6 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.85%
+$4,211.52 
ITW Illinois Tool Works Inc.
+1.78%
+$3,781.86 
DIS The Walt Disney Company
+1.77%
+$3,692.5 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$721,549 
BNY BlackRock New York Municipal Income Trust
+1.73%
+$31,339 
VOO Vanguard S&P 500 ETF
+1.72%
+$12,086.51 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$137,058.98 
IVV iShares Core S&P 500 ETF
+1.69%
+$14,661.21 
AXP American Express Company
+1.64%
+$8,430.55 
SNA Snap-on Inc.
+1.64%
+$12,134.34 
LVHI Franklin International Low Volatility High Dividend ETF
+1.6%
+$107,279.62 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$50,503.44 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$8,995.22 
USB U.S. Bancorp
+1.43%
+$7,196.85 
JPM JPMorgan Chase & Co.
+1.42%
+$36,652 
AMZN Amazon.com Inc
+1.4%
+$79,566.59 
AAPL Apple Inc.
+1.39%
+$124,015.05 
MRK Merck & Co., Inc.
+1.39%
+$11,624.28 
UBER Uber Technologies, Inc.
+1.37%
+$5,898.5 
MELI MercadoLibre, Inc.
+1.37%
+$4,146.61 
LIN Linde plc
+1.23%
+$7,246.6 
VYM Vanguard High Dividend Yield ETF
+1.16%
+$3,004.86 
TTC The Toro Company
+1.13%
+$6,131.59 
BAC Bank of America Corporation
+1.09%
+$5,262.77 
KRE SPDR S&P Regional Banking ETF
+0.99%
+$2,702.97 
PLD Prologis Inc.
+0.97%
+$4,592.28 
PRI Primerica Inc.
+0.95%
+$6,499.68 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$2,143.2 
GOOG Alphabet Inc
+0.91%
+$23,931 
GGG Graco Inc.
+0.9%
+$2,792.46 
IBM International Business Machines Corporation
+0.89%
+$8,160.28 
LCII LCI Industries Inc.
+0.88%
+$1,615.2 
MCD McDonald's Corporation
+0.83%
+$3,452.16 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$40,440.19 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$1,645.7 
BLK BlackRock, Inc.
+0.57%
+$4,452.22 
ABT Abbott Laboratories
+0.56%
+$2,640.33 
WFC Wells Fargo & Company
+0.54%
+$1,287.44 
FHB First Hawaiian, Inc.
+0.5%
+$1,708.42 
UNP Union Pacific Corporation
+0.49%
+$3,867.6 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$174.57 
RGA Reinsurance Group of America, Inc.
+0.41%
+$789.6 
GOOGL Alphabet Inc
+0.39%
+$17,894.86 
CWAN Clearwater Analytics Holdings Inc.
+0.35%
+$781.32 
AJG Arthur J. Gallagher & Co.
+0.34%
+$2,151.92 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$2,724.98 
RLI RLI Corp.
+0.29%
+$465.31 
KKR KKR & Co. Inc.
+0.28%
+$870.21 
PEG Public Service Enterprise Group Incorporated
+0.23%
+$608.84 
ISRG Intuitive Surgical, Inc.
+0.21%
+$618.64 
BANF BancFirst Corporation
+0.09%
+$199.7 
AZN
0%
$0 
AZPN Aspen Technology, Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
ORCL Oracle Corporation
-8.58%
-$50,048.43 
ADBE Adobe Inc.
-6.25%
-$26,302.32 
FDS FactSet Research Systems Inc.
-5.1%
-$9,385.3 
WDAY Workday Inc.
-5.05%
-$5,572.82 
SAP SAP SE Sponsored ADR
-3.84%
-$7,449.06 
COP ConocoPhillips
-3.8%
-$11,495.76 
SPOT Spotify Technology S.A.
-3.41%
-$18,076.1 
MANH Manhattan Associates Inc.
-3.35%
-$5,686.2 
FICO Fair Isaac Corporation
-2.83%
-$4,000.84 
NOW ServiceNow, Inc.
-2.81%
-$14,974.5 
XOM Exxon Mobil Corporation
-2.68%
-$13,452.14 
CRM Salesforce Inc
-2.6%
-$6,856.51 
INTU Intuit Inc.
-2.58%
-$8,743.32 
COKE Coca-Cola Consolidated Inc.
-2.5%
-$9,703.4 
FCN Fti Consulting Inc.
-2.41%
-$11,852.6 
MSCI MSCI Inc.
-2.38%
-$4,901 
ADP Automatic Data Processing Inc.
-2.29%
-$6,374.46 
CVX Chevron Corporation
-2.11%
-$19,312 
PSX Phillips 66
-1.99%
-$14,364.16 
PAYX Paychex Inc.
-1.81%
-$9,856.38 
MSFT Microsoft Corp.
-1.79%
-$148,558.24 
ACN Accenture plc Class A
-1.74%
-$8,545.52 
DHR Danaher Corporation
-1.54%
-$2,473.14 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$11,080.77 
LPLA LPL Financial Holdings Inc.
-1.29%
-$2,431 
JKHY Jack Henry & Associates, Inc.
-1.28%
-$2,585.18 
PM Philip Morris International Inc.
-1.27%
-$16,165.54 
MAA Mid-America Apartment Communities, Inc.
-1.2%
-$3,338.33 
V Visa Inc. Class A
-1.19%
-$15,851.63 
PGR Progressive Corporation
-0.97%
-$4,359.06 
ICE Intercontinental Exchange, Inc.
-0.97%
-$1,980.16 
CPRT Copart Inc.
-0.96%
-$1,788.9 
NFLX Netflix, Inc.
-0.89%
-$5,350.9 
T AT&T Inc.
-0.86%
-$3,530.4 
WEC WEC Energy Group Inc.
-0.82%
-$2,101.84 
CB Chubb Limited
-0.82%
-$2,354.98 
COST Costco Wholesale Corporation
-0.82%
-$9,134.37 
DV DoubleVerify Holdings Inc.
-0.78%
-$1,444.4 
DUK Duke Energy Corporation
-0.67%
-$1,599.86 
THG Hanover Insurance Group, Inc.
-0.65%
-$2,254.08 
VRSK Verisk Analytics Inc.
-0.62%
-$1,183.11 
SCHW Charles Schwab Corporation
-0.62%
-$1,746.25 
CRVL CorVel Corporation
-0.59%
-$1,873.8 
MA Mastercard Incorporated
-0.54%
-$4,831.2 
UNH UnitedHealth Group Incorporated
-0.51%
-$4,440.8 
PG Procter & Gamble Co
-0.45%
-$3,844.48 
META Meta Platforms Inc Class A
-0.45%
-$10,411.65 
ORLY O'Reilly Automotive Inc.
-0.43%
-$1,216.8 
NEE NextEra Energy, Inc.
-0.39%
-$2,617.89 
AON Aon plc
-0.37%
-$731.85 
CDNS Cadence Design Systems, Inc.
-0.35%
-$1,375.33 
CP Canadian Pacific Kansas City Limited
-0.31%
-$1,228.08 
AMP Ameriprise Financial, Inc.
-0.09%
-$629.76 
WMT Walmart Inc.
-0.09%
-$587.29 
ABBV AbbVie Inc.
-0.08%
-$1,279.46 
CMCSA Comcast Corp
-0.08%
-$208.68 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-0.08%
-$557.1 
JNJ Johnson & Johnson
-0.05%
-$248.77 
VZ Verizon Communications Inc.
-0.04%
-$240.56 Events
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Dividends
Dividend Analysis
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| Trades 1738 | Longs Won 992/1738 57% | Profit Factor 6.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $341,131.62 |
| Average Win $73,854.93 | Best Trade (Jun 11) $12.52M | Sharpe Ratio -9.06 |
| Average Loss -$15,866.25 | Worst Trade (Jun 11) -$475,176.72 | Z-Score 4.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 2d | Expectancy $35,344 |
| 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 | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
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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Option values are updated at end of day.
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