Kolinsky Wealth Management, LLC - Portfolio overview
Kolinsky Wealth Management, LLC has 174 reported holdings in this dataset, with the latest filing dated 2025-02-18.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- MSFT - MICROSOFT CORP, 6.78%
- AAPL - APPLE INC, 5.90%
- SPY - SPDR S&P 500 ETF TR, 4.99%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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