StockDriftsStockDriftsTop 50 Kolinsky Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 20.43% | 1.44M | $33.5M | +219.99%(+992.12K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 5.38% | 20.9K | $8.8M | +2.71%(+551) | — | 2024-12-31 | |
| AAPL | APPLE INC | 4.68% | 30.6K | $7.7M | +1.62%(+489) | — | 2024-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.96% | 11.1K | $6.5M | +0.75%(+82) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC | 3.21% | 23.9K | $5.3M | +3.36%(+779) | — | 2024-12-31 | |
| LVHI | LEGG MASON ETF INVT | 3.1% | 166.3K | $5.1M | new | — | 2024-12-31 | |
| COWZ | PACER FDS TR | 2.84% | 82.5K | $4.7M | +6.43%(+4.98K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.84% | 34.6K | $4.6M | +4.50%(+1.49K) | — | 2024-12-31 | |
| IHDG | WISDOMTREE TR | 1.78% | 67.0K | $2.9M | -15.99%(-12.75K) | — | 2024-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.65% | 97.1K | $2.7M | +332.54%(+74.67K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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