Kolinsky Wealth Management, LLC Top Holdings and 13F Report (2023) About Kolinsky Wealth Management, LLCInvestment ActivityKolinsky Wealth Management, LLC has $163.85 million in total holdings as of December 31, 2022.Kolinsky Wealth Management, LLC owns shares of 174 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 25.04% of the portfolio was purchased this quarter.About 5.45% of the portfolio was sold this quarter.This quarter, Kolinsky Wealth Management, LLC has purchased 177 new stocks and bought additional shares in 85 stocks.Kolinsky Wealth Management, LLC sold shares of 51 stocks and completely divested from 23 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $33,478,951Microsoft $8,813,213Apple $7,668,143SPDR S&P 500 ETF Trust $6,488,597Amazon.com $5,251,538 Largest New Holdings this Quarter Franklin International Low Volatility High Dividend Index ETF $5,076,239 HoldingISHARES BITCOIN TRUST ETF $439,731 HoldingDoubleVerify $346,837 HoldingSAP $280,433 HoldingThe Hanover Insurance Group $272,356 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 992,117 shares (about $23.02M)Franklin International Low Volatility High Dividend Index ETF 166,325 shares (about $5.08M)Schwab U.S. Large-Cap Growth ETF 74,668 shares (about $2.08M)Schwab U.S. Large-Cap Value ETF 46,480 shares (about $1.21M)ISHARES BITCOIN TRUST ETF 8,289 shares (about $439.73K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 13,526 shares (about $1.31M)EMCOR Group 1,653 shares (about $750.30K)WisdomTree International Hedged Quality Dividend Growth Fund 12,753 shares (about $554.37K)Home Depot 521 shares (about $202.69K)Spotify Technology 288 shares (about $128.85K) 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$33,478,951$23,016,480 ▲220.0%1,443,09820.4%ETFMSFTMicrosoft$8,813,213$232,248 ▲2.7%20,9095.4%Computer and TechnologyAAPLApple$7,668,143$122,456 ▲1.6%30,6214.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$6,488,597$48,059 ▲0.7%11,0714.0%FinanceAMZNAmazon.com$5,251,538$170,905 ▲3.4%23,9373.2%Retail/WholesaleLVHIFranklin International Low Volatility High Dividend Index ETF$5,076,239$5,076,239 ▲New Holding166,3253.1%ETFCOWZPacer US Cash Cows 100 ETF$4,661,351$281,440 ▲6.4%82,5312.8%ETFNVDANVIDIA$4,648,373$200,363 ▲4.5%34,6142.8%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,911,977$554,375 ▼-16.0%66,9881.8%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,706,792$2,080,999 ▲332.5%97,1221.7%ETFGOOGLAlphabet$2,437,141$54,142 ▲2.3%12,8741.5%Computer and TechnologyMETAMeta Platforms$2,390,398$212,519 ▲9.8%4,0831.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,996,870$90,614 ▲4.8%8,3301.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$1,755,520$1,211,728 ▲222.8%67,3391.1%ETFHDHome Depot$1,492,332$202,686 ▼-12.0%3,8360.9%Retail/WholesaleGOOGAlphabet$1,410,926$28,184 ▲2.0%7,4090.9%Computer and TechnologyVVisa$1,307,007$166,536 ▲14.6%4,1360.8%Business ServicesABBVAbbVie$1,196,632$67,881 ▲6.0%6,7340.7%MedicalAVGOBroadcom$1,194,769$696 ▼-0.1%5,1530.7%Computer and TechnologyUNHUnitedHealth Group$1,080,011$10,623 ▲1.0%2,1350.7%MedicalNOWServiceNow$1,065,421$11,661 ▼-1.1%1,0050.7%Computer and TechnologyCOSTCostco Wholesale$1,038,962$32,983 ▲3.3%1,1340.6%Retail/WholesaleACNAccenture$1,015,618$46,085 ▲4.8%2,8870.6%Computer and TechnologyBKBank of New York Mellon$994,949$3,457 ▲0.3%12,9500.6%FinanceMAMastercard$963,461$2,106 ▼-0.2%1,8300.6%Business ServicesPGProcter & Gamble$961,913$10,729 ▲1.1%5,7380.6%Consumer StaplesBRK.BBerkshire Hathaway$869,844$16,318 ▲1.9%1,9190.5%FinancePMPhilip Morris International$834,988$722 ▲0.1%6,9380.5%Consumer StaplesDFSDiscover Financial Services$825,961$33,953 ▲4.3%4,7680.5%FinanceAJGArthur J. Gallagher & Co.$825,436$122,907 ▲17.5%2,9080.5%FinanceAMPAmeriprise Financial$817,812$23,959 ▲3.0%1,5360.5%FinanceTMOThermo Fisher Scientific$816,217$69,226 ▼-7.8%1,7450.5%MedicalADBEAdobe$802,203$46,247 ▼-5.5%1,8040.5%Computer and TechnologyBLKBlackRock$796,510$37,929 ▲5.0%7770.5%FinancePAYXPaychex$755,225$41,926 ▲5.9%5,3860.5%Business ServicesINTUIntuit$749,172$11,942 ▲1.6%1,1920.5%Computer and TechnologyIBMInternational Business Machines$742,741$24,399 ▲3.4%3,3790.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$738,810$43,843 ▲6.3%3,7410.5%Computer and TechnologyCSCOCisco Systems$732,126$20,838 ▲2.9%12,3670.4%Computer and TechnologyIVViShares Core S&P 500 ETF$701,382$207,293 ▲42.0%1,1910.4%ETFMRKMerck & Co., Inc.$700,848$104,257 ▼-12.9%7,0450.4%MedicalCVXChevron$699,2390.0%4,8280.4%Oils/EnergyIWMiShares Russell 2000 ETF$692,920$96,558 ▲16.2%3,1360.4%FinanceRACEFerrari$671,247$77,746 ▼-10.4%1,5800.4%Auto/Tires/TrucksPRIPrimerica$668,2360.0%2,4620.4%FinanceUNPUnion Pacific$668,157$14,595 ▲2.2%2,9300.4%TransportationSSDSimpson Manufacturing$668,1290.0%4,0290.4%ConstructionSNASnap-on$663,344$29,535 ▲4.7%1,9540.4%Consumer DiscretionaryCMGChipotle Mexican Grill$662,516$30,271 ▲4.8%10,9870.4%Retail/WholesaleNFLXNetflix$653,338$18,718 ▼-2.8%7330.4%Consumer DiscretionaryNVONovo Nordisk A/S$623,903$8,430 ▼-1.3%7,2530.4%MedicalMRVLMarvell Technology$621,613$19,991 ▲3.3%5,6280.4%Computer and TechnologyTSLATesla$620,298$155,882 ▲33.6%1,5360.4%Auto/Tires/TrucksAMGNAmgen$619,170$35,180 ▲6.0%2,3760.4%MedicalABTAbbott Laboratories$603,355$27,374 ▲4.8%5,3340.4%MedicalFCNFTI Consulting$588,1070.0%3,0770.4%Business ServicesIWRiShares Russell Mid-Cap ETF$580,844$44,905 ▲8.4%6,5710.4%ETFCRVLCorVel$579,108$386,072 ▲200.0%5,2050.4%Business ServicesNEENextEra Energy$568,717$17,134 ▲3.1%7,9330.3%UtilitiesVOOVanguard S&P 500 ETF$566,076$66,787 ▲13.4%1,0510.3%ETFEMEEMCOR Group$528,340$750,297 ▼-58.7%1,1640.3%ConstructionPGRProgressive$526,184$2,396 ▼-0.5%2,1960.3%FinanceCRMSalesforce$516,946$62,194 ▲13.7%1,5460.3%Computer and TechnologyPZAInvesco National AMT-Free Municipal Bond ETF$487,901$84,595 ▲21.0%20,6650.3%ETFAXPAmerican Express$485,845$7,420 ▲1.6%1,6370.3%FinanceORCLOracle$482,923$17,497 ▲3.8%2,8980.3%Computer and TechnologyLINDE PLC$482,727$1,675 ▲0.3%1,1530.3%SHSWMTWalmart$482,417$28,734 ▲6.3%5,3390.3%Retail/WholesaleVZVerizon Communications$481,006$29,353 ▲6.5%12,0280.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$478,973$64,238 ▲15.5%1,1930.3%ETFLMTLockheed Martin$478,651$54,425 ▼-10.2%9850.3%AerospaceTTCToro$476,835$135,369 ▲39.6%5,9530.3%Consumer DiscretionaryKKRKKR & Co. Inc.$476,714$13,460 ▼-2.7%3,2230.3%FinanceSPOTSpotify Technology$471,539$128,846 ▼-21.5%1,0540.3%Business ServicesLRCXLam Research$466,822$422,039 ▲942.4%6,4630.3%Computer and TechnologyGOLFAcushnet$457,3290.0%6,4340.3%Consumer DiscretionaryPSXPhillips 66$452,074$2,051 ▲0.5%3,9680.3%Oils/EnergyAVUVAvantis U.S. Small Cap Value ETF$449,874$1,305,793 ▼-74.4%4,6600.3%ETFMCMoelis & Company$447,1220.0%6,0520.3%FinanceASMLASML$444,957$79,704 ▼-15.2%6420.3%Computer and TechnologyISHARES BITCOIN TRUST ETF$439,731$439,731 ▲New Holding8,2890.3%SHS BEN INTLSTRLandstar System$427,244$84,555 ▲24.7%2,4860.3%TransportationMCDMcDonald's$425,875$42,327 ▼-9.0%1,4690.3%Retail/WholesaleUSBU.S. Bancorp$424,970$24,298 ▲6.1%8,8850.3%FinanceKAIKadant$417,0930.0%1,2090.3%Industrial ProductsWTSWatts Water Technologies$415,749$33,951 ▲8.9%2,0450.3%Computer and TechnologyUPSUnited Parcel Service$414,617$48,801 ▲13.3%3,2880.3%TransportationTAT&T$401,936$57,972 ▲16.9%17,6520.2%Computer and TechnologyBACBank of America$388,754$2,945 ▲0.8%8,8450.2%FinanceAMATApplied Materials$382,668$30,087 ▼-7.3%2,3530.2%Computer and TechnologyUBERUber Technologies$378,508$113,100 ▼-23.0%6,2750.2%Computer and TechnologyHONHoneywell International$376,333$45,630 ▲13.8%1,6660.2%Multi-Sector ConglomeratesCMCSAComcast$366,998$43,496 ▼-10.6%9,7790.2%Consumer DiscretionaryISRGIntuitive Surgical$366,938$88,733 ▼-19.5%7030.2%MedicalAZPNAspen Technology$361,464$29,706 ▲9.0%1,4480.2%Computer and TechnologyRBCRBC Bearings$361,0620.0%1,2070.2%Industrial ProductsXOMExxon Mobil$359,122$24,960 ▼-6.5%3,3380.2%Oils/EnergyGGGGraco$356,6310.0%4,2310.2%Industrial ProductsFDSFactSet Research Systems$354,927$11,046 ▲3.2%7390.2%Business ServicesPHParker-Hannifin$352,997$1,272 ▼-0.4%5550.2%Industrial ProductsShowing largest 100 holdings. 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