SEC Form 13F

Kolinsky Wealth Management, LLC 13F Holdings

Report period2024-12-31
Publicly available2025-02-19
Reported value$163,846,205
Positions174

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$33,478,9511,443,098
MICROSOFT CORPMSFTCOM$8,813,21320,909
APPLE INCAAPLCOM$7,668,14330,621
SPDR S&P 500 ETF TRSPYTR UNIT$6,488,59711,071
AMAZON COM INCAMZNCOM$5,251,53823,937
LEGG MASON ETF INVTLVHIFRANKLIN INTL LW$5,076,239166,325
PACER FDS TRCOWZUS CASH COWS 100$4,661,35182,531
NVIDIA CORPORATIONNVDACOM$4,648,37334,614
WISDOMTREE TRIHDGITL HDG QTLY DIV$2,911,97766,988
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$2,706,79297,122

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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