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:
87.21%
Gain +1.53%
Monthly
1.01%
Yearly
12.86%
Drawdown
24.28%
$203.64M
Equity
Holdings
$203.64M
Investment
$133.21M
$65.98M
Profit +$2.01M
Realized
-$4.44M
Unrealized
$70.42M
Dividends
$8.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.53%
Profit
$2.01M
Win %
73%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$1.66M
Win %
73%
This Month
Compared to last month
Gain
-0.77%
Profit
-$1.57M
Win %
73%
This Year
Compared to last year
Gain
11.3%
Profit
$20.68M
Win %
73%
MRVL Marvell Technology, Inc.
+3.79%
+$48,457.02 
KULR KULR Technology Group, Inc.
+3.62%
+$124.95 
ETN Eaton Corporation plc
+3.6%
+$9,635.06 
CIEN Ciena Corporation
+3.15%
+$26,777.79 
IBIT iShares Bitcoin Trust
+2.93%
+$10,609.92 
TXN Texas Instruments Inc
+2.75%
+$9,008.37 
BX Blackstone Inc.
+2.71%
+$4,936.33 
IBKR Interactive Brokers Group Inc.
+2.69%
+$12,888.68 
CAT Caterpillar Inc.
+2.51%
+$13,635 
CRM Salesforce Inc
+2.51%
+$9,415.14 
PSX Phillips 66
+2.45%
+$25,117.44 
IBM International Business Machines Corporation
+2.44%
+$19,260.29 
AMD Advanced Micro Devices, Inc.
+2.43%
+$35,169.72 
CSCO Cisco Systems, Inc.
+2.41%
+$31,968.69 
ZBRA Zebra Technologies Corporation
+2.3%
+$6,363.52 
EME EMCOR Group, Inc.
+2.19%
+$19,031.38 
ORCL Oracle Corporation
+2.16%
+$9,563.4 
ADI Analog Devices, Inc.
+2.09%
+$9,756.76 
NOW ServiceNow, Inc.
+2.06%
+$13,567.5 
AAPL Apple Inc.
+1.88%
+$187,706.42 
GOOGL Alphabet Inc
+1.82%
+$78,016.31 
GOOG Alphabet Inc
+1.78%
+$43,638.94 
AMZN Amazon.com Inc
+1.74%
+$104,724.37 
T AT&T Inc.
+1.64%
+$7,413.84 
ABBV AbbVie Inc.
+1.64%
+$28,215.46 
META Meta Platforms Inc Class A
+1.64%
+$43,034.82 
BLK BlackRock, Inc.
+1.61%
+$13,263.37 
NVDA NVIDIA Corporation
+1.56%
+$118,206.81 
ASML ASML Holding N.V. New York Registry Shares
+1.46%
+$15,857.4 
WTS Watts Water Technologies Inc.
+1.39%
+$9,938.7 
VZ Verizon Communications Inc.
+1.32%
+$7,938.48 
ISRG Intuitive Surgical, Inc.
+1.3%
+$3,307.9 
JPM JPMorgan Chase & Co.
+1.3%
+$38,318 
GS The Goldman Sachs Group, Inc.
+1.24%
+$4,662.55 
SE Sea Ltd.
+1.24%
+$3,440.71 
CVX Chevron Corporation
+1.22%
+$12,528.71 
APO Apollo Global Management, Inc.
+1.21%
+$2,451.91 
KKR KKR & Co. Inc.
+1.2%
+$3,899.83 
IWF iShares Russell 1000 Growth ETF
+1.17%
+$6,776.24 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.15%
+$38,848.8 
TMO Thermo Fisher Scientific Inc.
+1.1%
+$11,560.62 
F Ford Motor Company
+1.08%
+$1,607.4 
SCHX Schwab U.S. Large-Cap ETF
+1.07%
+$461,791.36 
ICE Intercontinental Exchange, Inc.
+1.05%
+$2,387.84 
MPWR Monolithic Power Systems, Inc.
+1.05%
+$4,835.56 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$3,448.17 
SPY SPDR S&P 500 ETF Trust
+1.02%
+$85,467.9 
VOO Vanguard S&P 500 ETF
+1.02%
+$7,451.57 
XOM Exxon Mobil Corporation
+1.01%
+$5,574.46 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1%
+$2,570.66 
IVV iShares Core S&P 500 ETF
+1%
+$9,039.65 
ACN Accenture plc Class A
+0.99%
+$5,109.99 
PH Parker-Hannifin Corporation
+0.97%
+$5,050.5 
WFC Wells Fargo & Company
+0.96%
+$2,516.36 
MSFT Microsoft Corp.
+0.95%
+$97,645.03 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.94%
+$32,489.18 
COWZ Pacer US Cash Cows 100 ETF
+0.92%
+$52,819.84 
SNA Snap-on Inc.
+0.91%
+$6,682.68 
FICO Fair Isaac Corporation
+0.9%
+$1,004.56 
AXP American Express Company
+0.9%
+$4,706.39 
GGG Graco Inc.
+0.89%
+$2,855.93 
LPLA LPL Financial Holdings Inc.
+0.88%
+$1,993.48 
WDAY Workday Inc.
+0.85%
+$1,268.74 
SPOT Spotify Technology S.A.
+0.83%
+$4,584.9 
HWM Howmet Aerospace Inc.
+0.82%
+$3,814.52 
HD The Home Depot, Inc.
+0.82%
+$9,666.72 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,134.6 
TSLA Tesla, Inc.
+0.8%
+$4,454.4 
SCHV Schwab U.S. Large-Cap Value ETF
+0.79%
+$18,181.53 
RACE Ferrari N.V.
+0.78%
+$5,032.3 
PM Philip Morris International Inc.
+0.77%
+$10,129.48 
JNJ Johnson & Johnson
+0.77%
+$4,412.5 
IWR iShares Russell Mid-Cap ETF
+0.76%
+$5,453.93 
PRI Primerica Inc.
+0.76%
+$5,379.47 
INTU Intuit Inc.
+0.72%
+$2,693.93 
LVHI Franklin International Low Volatility High Dividend ETF
+0.7%
+$49,065.87 
MSCI MSCI Inc.
+0.7%
+$1,291.16 
IWM iShares Russell 2000 ETF
+0.69%
+$6,271.97 
MDY SPDR S&P MidCap 400 ETF Trust
+0.69%
+$1,853.99 
BAC Bank of America Corporation
+0.69%
+$3,803.35 
BNY BlackRock New York Municipal Income Trust
+0.63%
+$13,209 
TTC The Toro Company
+0.61%
+$3,393.21 
NFLX Netflix, Inc.
+0.58%
+$3,225.19 
MS Morgan Stanley
+0.58%
+$2,400.96 
LIN Linde plc
+0.58%
+$3,066.98 
PG Procter & Gamble Co
+0.55%
+$4,533.02 
RBC RBC Bearings Incorporated
+0.54%
+$3,126.13 
DIS The Walt Disney Company
+0.53%
+$1,192.15 
PLD Prologis Inc.
+0.53%
+$2,296.14 
CDNS Cadence Design Systems, Inc.
+0.52%
+$1,512.34 
AVGO Broadcom Inc.
+0.5%
+$9,378.51 
USB U.S. Bancorp
+0.5%
+$2,754.35 
GOLF Acushnet Holdings Corp.
+0.49%
+$2,702.28 
SAP SAP SE Sponsored ADR
+0.47%
+$1,093.44 
AMP Ameriprise Financial, Inc.
+0.46%
+$3,870.72 
AVUV Avantis U.S. Small Cap Value ETF
+0.44%
+$2,539.7 
ITW Illinois Tool Works Inc.
+0.42%
+$944.4 
WMT Walmart Inc.
+0.39%
+$2,188.99 
V Visa Inc. Class A
+0.39%
+$5,873.16 
KLAC KLA Corporation
+0.35%
+$2,560.64 
COP ConocoPhillips
+0.34%
+$1,184.89 
MAA Mid-America Apartment Communities, Inc.
+0.34%
+$849.58 
PHM PulteGroup Inc.
+0.31%
+$741.24 
MELI MercadoLibre, Inc.
+0.3%
+$1,105.89 
HON Honeywell International Inc.
+0.3%
+$539.13 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.29%
+$1,343.25 
PANW Palo Alto Networks, Inc.
+0.28%
+$1,180.86 
NEE NextEra Energy, Inc.
+0.28%
+$1,824.59 
GE General Electric Company
+0.27%
+$1,495.14 
DHR Danaher Corporation
+0.21%
+$377.12 
DUK Duke Energy Corporation
+0.21%
+$479 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.2%
+$493.71 
WEC WEC Energy Group Inc.
+0.2%
+$469.56 
BRK-B Berkshire Hathaway Inc.
+0.19%
+$1,880.62 
DV DoubleVerify Holdings Inc.
+0.19%
+$451.37 
CRVL CorVel Corporation
+0.18%
+$624.6 
MANH Manhattan Associates Inc.
+0.12%
+$280.8 
AMAT Applied Materials, Inc.
+0.12%
+$1,223.54 
ORLY O'Reilly Automotive Inc.
+0.08%
+$218.4 
CP Canadian Pacific Kansas City Limited
+0.07%
+$285.09 
VLY Valley National Bancorp
+0.04%
+$139.28 
COST Costco Wholesale Corporation
+0.04%
+$362.88 
MC Moelis & Company
+0.03%
+$121.04 
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 AZN
AZN
0%
$0 
APAM Artisan Partners Asset Management Inc.
-4.51%
-$10,920.79 
KAI Kadant Inc.
-3.75%
-$12,972.57 
LCII LCI Industries Inc.
-2.35%
-$4,421.61 
NVO Novo Nordisk A/S Sponsored ADR
-2.28%
-$7,289.27 
NU Nu Holdings Ltd.
-2.13%
-$5,107.52 
ABT Abbott Laboratories
-1.14%
-$6,294.12 
AON Aon plc
-1.13%
-$2,076.55 
FDS FactSet Research Systems Inc.
-1.02%
-$1,980.52 
LSTR Landstar System Inc.
-0.98%
-$4,226.2 
VRSK Verisk Analytics Inc.
-0.94%
-$1,727.55 
RLI RLI Corp.
-0.9%
-$1,636.09 
AMGN Amgen Inc.
-0.83%
-$7,531.92 
CPRT Copart Inc.
-0.78%
-$1,431.12 
CMG Chipotle Mexican Grill, Inc.
-0.72%
-$2,856.62 
LMT Lockheed Martin Corporation
-0.72%
-$3,752.85 
AJG Arthur J. Gallagher & Co.
-0.71%
-$5,030.84 
FCN Fti Consulting Inc.
-0.65%
-$3,000.07 
ADBE Adobe Inc.
-0.65%
-$2,904.44 
UNH UnitedHealth Group Incorporated
-0.6%
-$4,974.55 
COKE Coca-Cola Consolidated Inc.
-0.59%
-$2,263.45 
LRCX Lam Research Corporation
-0.56%
-$10,760.96 
UBER Uber Technologies, Inc.
-0.5%
-$2,259 
THG Hanover Insurance Group, Inc.
-0.49%
-$1,945.9 
LLY Eli Lilly and Company
-0.48%
-$2,348.65 
UFPI UFP Industries, Inc.
-0.45%
-$1,069.08 
ADP Automatic Data Processing Inc.
-0.41%
-$1,313.44 
MRK Merck & Co., Inc.
-0.4%
-$4,086.17 
CB Chubb Limited
-0.39%
-$1,147.08 
BMY Bristol-Myers Squibb Company
-0.28%
-$649.62 
RGA Reinsurance Group of America, Inc.
-0.28%
-$639.2 
UPS United Parcel Service, Inc.
-0.28%
-$904.2 
PGR Progressive Corporation
-0.27%
-$1,273.68 
KRE SPDR S&P Regional Banking ETF
-0.26%
-$742.37 
UNP Union Pacific Corporation
-0.26%
-$2,138.9 
FHB First Hawaiian, Inc.
-0.25%
-$793.2 
MCD McDonald's Corporation
-0.25%
-$925.47 
SSD Simpson Manufacturing Co., Inc.
-0.23%
-$1,631.74 
CMCSA Comcast Corp
-0.2%
-$521.71 
SBUX Starbucks Corporation
-0.19%
-$613.83 
SCHW Charles Schwab Corporation
-0.1%
-$349.25 
JKHY Jack Henry & Associates, Inc.
-0.06%
-$158.6 
PEG Public Service Enterprise Group Incorporated
-0.06%
-$148.09 
LII Lennox International Inc.
-0.06%
-$85.26 
PAYX Paychex Inc.
-0.04%
-$260.14 
MA Mastercard Incorporated
-0.03%
-$347.7 Events
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Dividends
Dividend Analysis
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| Trades 1738 | Longs Won 1012/1738 58% | Profit Factor 5.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $380,340.1 |
| Average Win $78,338.96 | Best Trade (Aug 14) $14.47M | Sharpe Ratio -10.83 |
| Average Loss -$18,314.74 | Worst Trade (Aug 02) -$474,137.41 | Z-Score 7.89 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w | Expectancy $37,964.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,621 | $5.43M | $10.19M | - | $4.76M | 87.74% | +1.877% |
| ABBV AbbVie Inc. | 6,734 | $976,554.32 | $1.75M | - | $768,831.14 | 78.73% | +1.643% |
| ABT Abbott Laboratories | 5,334 | $710,948.87 | $545,028.12 | - | -$165,920.75 | -23.34% | -1.142% |
| ACN Accenture plc Class A | 2,887 | $1.1M | $518,736.16 | - | -$584,224.19 | -52.97% | +0.995% |
| ADBE Adobe Inc. | 1,804 | $920,757.41 | $445,984.88 | - | -$474,772.53 | -51.56% | -0.647% |
| ADI Analog Devices, Inc. | 1,294 | $207,135.33 | $477,214.26 | - | $270,078.93 | 130.39% | +2.087% |
| ADP Automatic Data Processing Inc. | 1,205 | $303,859.48 | $320,819.2 | - | $16,959.72 | 5.58% | -0.408% |
| AJG Arthur J. Gallagher & Co. | 2,908 | $586,372.19 | $702,514.64 | - | $116,142.45 | 19.81% | -0.711% |
| AMAT Applied Materials, Inc. | 2,353 | $282,546.33 | $1.07M | - | $786,962.76 | 278.53% | +0.115% |
| AMD Advanced Micro Devices, Inc. | 2,871 | $360,999.84 | $1.48M | - | $1.12M | 310.25% | +2.432% |
| AMGN Amgen Inc. | 2,376 | $604,512.59 | $901,216.8 | - | $296,704.21 | 49.08% | -0.829% |
| AMP Ameriprise Financial, Inc. | 1,536 | $482,791.39 | $854,092.8 | - | $371,301.41 | 76.91% | +0.455% |
| AMZN Amazon.com Inc | 23,937 | $3.78M | $6.13M | - | $2.36M | 62.36% | +1.737% |
| AON Aon plc | 595 | $195,116.97 | $181,046.6 | - | -$14,070.37 | -7.21% | -1.134% |
| APAM Artisan Partners Asset Management Inc. | 6,101 | $229,243.52 | $231,288.91 | - | $2,045.39 | 0.89% | -4.509% |
| APO Apollo Global Management, Inc. | 1,587 | $198,232.17 | $205,445.08 | - | $7,212.91 | 3.64% | +1.208% |
| ASML ASML Holding N.V. New York Registry Shares | 642 | $493,968.13 | $1.1M | - | $605,219.33 | 122.52% | +1.464% |
| AVGO Broadcom Inc. | 5,153 | $387,209.27 | $1.87M | - | $1.48M | 382.62% | +0.504% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,660 | $362,278.81 | $579,354.5 | - | $217,075.69 | 59.92% | +0.44% |
| AXP American Express Company | 1,637 | $277,222.84 | $529,708.64 | - | $252,485.8 | 91.08% | +0.896% |
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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 - $650,017, EMCOR Group, Inc - $629,715.94, Franklin International Low Volatility High Dividend ETF - $492,055.89, and Pacer US Cash Cows 100 ETF - $227,462.32. 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, Shopify Inc - $219,547.59, Amazon.com Inc - $193,195.94, NVIDIA Corporation - $192,952.22, 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 $8.04M 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 - $492,055.89, SPDR S&P 500 ETF Trust - $405,789.69, Microsoft Corp - $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.
