Kolinsky Wealth Management, LLC Top Holdings and 13F Report (2023) → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (Ad) About Kolinsky Wealth Management, LLCInvestment ActivityKolinsky Wealth Management, LLC has $130.85 million in total holdings as of December 31, 2022.Kolinsky Wealth Management, LLC owns shares of 143 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 7.31% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Kolinsky Wealth Management, LLC has purchased 134 new stocks and bought additional shares in 79 stocks.Kolinsky Wealth Management, LLC sold shares of 45 stocks and completely divested from 8 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $27,106,191Microsoft $7,797,534SPDR S&P 500 ETF Trust $6,492,464Apple $4,507,628Pacer US Cash Cows 100 ETF $4,231,112 Largest New Holdings this Quarter ISHARES BITCOIN TR $399,884 HoldingMicrochip Technology $392,571 HoldingTaiwan Semiconductor Manufacturing $330,465 HoldingVanguard S&P 500 ETF $250,170 HoldingLCI Industries $244,643 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,344 shares (about $706.69K)NVIDIA 719 shares (about $649.66K)ISHARES BITCOIN TR 9,881 shares (about $399.88K)Microchip Technology 4,376 shares (about $392.57K)Microsoft 797 shares (about $335.31K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 5,714 shares (about $535.45K)Honeywell International 632 shares (about $129.72K)Oracle 1,005 shares (about $126.24K)EMCOR Group 358 shares (about $125.37K)Caterpillar 232 shares (about $85.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKolinsky Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$27,106,191$145,593 ▲0.5%436,77420.7%ETFMSFTMicrosoft$7,797,534$335,310 ▲4.5%18,5346.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$6,492,464$48,123 ▲0.7%12,4125.0%FinanceAAPLApple$4,507,628$114,890 ▲2.6%26,2873.4%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$4,231,112$158,757 ▲3.9%72,8123.2%ETFAMZNAmazon.com$3,961,506$299,611 ▲8.2%21,9623.0%Retail/WholesaleNVDANVIDIA$2,895,030$649,665 ▲28.9%3,2042.2%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,748,173$318,042 ▲13.1%59,8212.1%FinanceGOOGLAlphabet$2,014,010$235,753 ▲13.3%13,3441.5%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,773,610$535,447 ▼-23.2%18,9271.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,760,637$193,504 ▲12.3%18,9891.3%ETFMETAMeta Platforms$1,657,851$185,986 ▲12.6%3,4141.3%Computer and TechnologyHDHome Depot$1,636,236$50,257 ▲3.2%4,2651.3%Retail/WholesaleIVViShares Core S&P 500 ETF$1,603,727$706,692 ▲78.8%3,0501.2%ETFJPMJPMorgan Chase & Co.$1,541,077$98,746 ▲6.8%7,6941.2%FinanceUNHUnitedHealth Group$1,209,047$46,502 ▼-3.7%2,4440.9%MedicalSCHVSchwab U.S. Large-Cap Value ETF$1,181,835$130,074 ▲12.4%15,5550.9%ETFABBVAbbVie$1,146,320$96,331 ▲9.2%6,2950.9%MedicalGOOGAlphabet$1,082,873$185,453 ▲20.7%7,1120.8%Computer and TechnologyADBEAdobe$1,068,238$60,047 ▲6.0%2,1170.8%Computer and TechnologyVVisa$1,052,132$1,395 ▲0.1%3,7700.8%Business ServicesACNAccenture$1,008,635$7,625 ▲0.8%2,9100.8%Business ServicesEMEEMCOR Group$985,463$125,372 ▼-11.3%2,8140.8%ConstructionMRKMerck & Co., Inc.$972,008$52,783 ▲5.7%7,3660.7%MedicalNVONovo Nordisk A/S$887,758$27,606 ▲3.2%6,9140.7%MedicalPGProcter & Gamble$859,398$17,198 ▲2.0%5,2970.7%Consumer StaplesCOSTCostco Wholesale$840,683$131,929 ▲18.6%1,1470.6%Retail/WholesaleSSDSimpson Manufacturing$824,413$821 ▲0.1%4,0180.6%ConstructionMAMastercard$800,621$64,030 ▲8.7%1,6630.6%Business ServicesASMLASML$770,553$15,528 ▲2.1%7940.6%Computer and TechnologyRACEFerrari$743,278$436 ▲0.1%1,7050.6%Auto/Tires/TrucksBKBank of New York Mellon$734,540$1,095 ▼-0.1%12,7480.6%FinanceINTUIntuit$726,700$23,400 ▲3.3%1,1180.6%Computer and TechnologyNOWServiceNow$712,082$13,723 ▼-1.9%9340.5%Computer and TechnologyTMOThermo Fisher Scientific$693,965$95,318 ▲15.9%1,1940.5%MedicalCVXChevron$693,648$39,596 ▲6.1%4,3970.5%Oils/EnergyPSXPhillips 66$687,008$16,987 ▲2.5%4,2060.5%Oils/EnergyAMPAmeriprise Financial$681,774$23,237 ▲3.5%1,5550.5%FinanceBRK.BBerkshire Hathaway$677,458$83,263 ▲14.0%1,6110.5%FinanceUNPUnion Pacific$662,535$29,758 ▼-4.3%2,6940.5%TransportationCSCOCisco Systems$655,767$4,242 ▼-0.6%13,1390.5%Computer and TechnologyFCNFTI Consulting$645,380$631 ▲0.1%3,0690.5%Business ServicesCMGChipotle Mexican Grill$627,862$26,161 ▼-4.0%2160.5%Retail/WholesalePRIPrimerica$621,017$759 ▲0.1%2,4550.5%FinanceCMCSAComcast$616,959$10,491 ▼-1.7%14,2320.5%Consumer DiscretionaryPAYXPaychex$598,773$12,034 ▲2.1%4,8760.5%Business ServicesAJGArthur J. Gallagher & Co.$596,345$58,509 ▲10.9%2,3850.5%FinanceIBMInternational Business Machines$595,121$16,998 ▲2.9%3,1160.5%Computer and TechnologyMANHManhattan Associates$589,792$1,001 ▼-0.2%2,3570.5%Computer and TechnologyBLKBlackRock$588,592$33,348 ▲6.0%7060.4%FinanceAVGOBroadcom$579,204$6,627 ▼-1.1%4370.4%Computer and TechnologyLRCXLam Research$558,653$26,232 ▼-4.5%5750.4%Computer and TechnologyAMATApplied Materials$547,541$29,697 ▼-5.1%2,6550.4%Computer and TechnologySNASnap-on$537,639$7,998 ▲1.5%1,8150.4%Consumer DiscretionaryABTAbbott Laboratories$534,558$43,419 ▲8.8%4,7030.4%MedicalAMGNAmgen$533,850$1,137 ▲0.2%1,8780.4%MedicalUBERUber Technologies$524,995$18,093 ▲3.6%6,8190.4%Computer and TechnologyMCDMcDonald's$520,231$76,413 ▲17.2%1,8450.4%Retail/WholesalePGRProgressive$519,532$123,885 ▲31.3%2,5120.4%FinanceDFSDiscover Financial Services$509,678$14,944 ▲3.0%3,8880.4%FinanceUPSUnited Parcel Service$489,736$29,131 ▼-5.6%3,2950.4%TransportationVZVerizon Communications$488,628$11,413 ▼-2.3%11,6450.4%Computer and TechnologyAMDAdvanced Micro Devices$486,962$25,810 ▲5.6%2,6980.4%Computer and TechnologyGOLFAcushnet$480,380$462 ▲0.1%7,2840.4%Consumer DiscretionaryLMTLockheed Martin$480,343$8,643 ▼-1.8%1,0560.4%AerospacePLDPrologis$475,563$126,313 ▲36.2%3,6520.4%FinanceCRVLCorVel$455,973$3,681 ▼-0.8%1,7340.3%Business ServicesCRMSalesforce$447,855$60,236 ▲15.5%1,4870.3%Computer and TechnologyUSBU.S. Bancorp$445,301$21,054 ▲5.0%9,9620.3%FinancePMPhilip Morris International$442,616$14,201 ▲3.3%4,8310.3%Consumer StaplesPEPPepsiCo$435,424$5,600 ▲1.3%2,4880.3%Consumer StaplesSBUXStarbucks$422,663$12,337 ▼-2.8%4,6250.3%Retail/WholesaleXOMExxon Mobil$408,175$1,511 ▲0.4%3,5110.3%Oils/EnergyISHARES BITCOIN TR$399,884$399,884 ▲New Holding9,8810.3%SHSWTSWatts Water Technologies$398,106$425 ▲0.1%1,8730.3%Computer and TechnologyKAIKadant$395,689$656 ▲0.2%1,2060.3%Industrial ProductsGGGGraco$394,682$467 ▲0.1%4,2230.3%Industrial ProductsNEENextEra Energy$394,261$75,030 ▲23.5%6,1690.3%UtilitiesMCHPMicrochip Technology$392,571$392,571 ▲New Holding4,3760.3%Computer and TechnologyNFLXNetflix$391,121$1,215 ▼-0.3%6440.3%Consumer DiscretionaryTTCToro$389,702$458 ▲0.1%4,2530.3%Consumer DiscretionaryLSTRLandstar System$383,400$386 ▲0.1%1,9890.3%TransportationIWRiShares Russell Mid-Cap ETF$374,961$62,816 ▲20.1%4,4590.3%ETFELVElevance Health$368,682$8,815 ▲2.4%7110.3%MedicalPHParker-Hannifin$362,375$2,779 ▼-0.8%6520.3%Industrial ProductsISRGIntuitive Surgical$362,374$28,735 ▲8.6%9080.3%MedicalUFPIUFP Industries$362,264$369 ▲0.1%2,9450.3%ConstructionAXPAmerican Express$358,839$64,436 ▼-15.2%1,5760.3%FinanceBXBlackstone$357,589$120,335 ▲50.7%2,7220.3%FinanceIWMiShares Russell 2000 ETF$350,156$13,880 ▼-3.8%1,6650.3%FinanceIWFiShares Russell 1000 Growth ETF$344,6000.0%1,0220.3%ETFMCMoelis & Company$342,550$1,306 ▼-0.4%6,0340.3%FinanceORCLOracle$341,157$126,238 ▼-27.0%2,7160.3%Computer and TechnologyCOPConocoPhillips$339,201$8,782 ▼-2.5%2,6650.3%Oils/EnergyPHMPulteGroup$338,701$21,470 ▼-6.0%2,8080.3%ConstructionCDNSCadence Design Systems$334,937$4,047 ▼-1.2%1,0760.3%Computer and TechnologyFDSFactSet Research Systems$333,068$4,998 ▼-1.5%7330.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$330,465$330,465 ▲New Holding2,4290.3%Computer and TechnologyRBCRBC Bearings$325,772$541 ▲0.2%1,2050.2%Industrial ProductsMRVLMarvell Technology$318,393$7,797 ▲2.5%4,4920.2%Business ServicesShowing largest 100 holdings. 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