0001904326-22-000004.txt : 20220815 0001904326-22-000004.hdr.sgml : 20220815 20220815181123 ACCESSION NUMBER: 0001904326-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kolinsky Wealth Management, LLC CENTRAL INDEX KEY: 0001904326 IRS NUMBER: 272353546 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21463 FILM NUMBER: 221167472 BUSINESS ADDRESS: STREET 1: 500 N. FRANKLIN TURNPIKE STREET 2: SUITE 104 CITY: RAMSEY STATE: NJ ZIP: 07446 BUSINESS PHONE: 201-474-1011 MAIL ADDRESS: STREET 1: 500 N. FRANKLIN TURNPIKE STREET 2: SUITE 104 CITY: RAMSEY STATE: NJ ZIP: 07446 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001904326 XXXXXXXX 06-30-2022 06-30-2022 Kolinsky Wealth Management, LLC
500 N. FRANKLIN TURNPIKE SUITE 104 RAMSEY NJ 07446
13F HOLDINGS REPORT 028-21463 N
JORDAN GREEN COUNSEL 609-881-0101 JORDAN GREEN STONE HARBOR NJ 08-15-2022 0 126 84637 false
INFORMATION TABLE 2 kolinsky13fq22022.xml KOLINSKY INFORMATION TABLE ABBOTT LABS COM 002824100 531 4883 SH SOLE 0 0 4883 ABBVIE INC COM 00287Y109 853 5567 SH SOLE 0 0 5567 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 837 3014 SH SOLE 0 0 3014 ACUSHNET HLDGS CORP COM 005098108 276 6628 SH SOLE 0 0 6628 ADOBE SYSTEMS INCORPORATED COM 00724F101 787 2151 SH SOLE 0 0 2151 ALCON AG ORD SHS H01301128 269 3855 SH SOLE 0 0 3855 ALPHABET INC CAP STK CL C 02079K107 726 332 SH SOLE 0 0 332 ALPHABET INC CAP STK CL A 02079K305 1181 542 SH SOLE 0 0 542 ALTRIA GROUP INC COM 02209S103 242 5782 SH SOLE 0 0 5782 AMAZON COM INC COM 023135106 2279 21455 SH SOLE 0 0 21455 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1139 16666 SH SOLE 0 0 16666 AMERICAN EXPRESS CO COM 025816109 226 1630 SH SOLE 0 0 1630 AMERICAN TOWER CORP NEW COM 03027X100 234 916 SH SOLE 0 0 916 AMERIPRISE FINL INC COM 03076C106 328 1378 SH SOLE 0 0 1378 AMGEN INC COM 031162100 255 1049 SH SOLE 0 0 1049 ANALOG DEVICES INC COM 032654105 393 2692 SH SOLE 0 0 2692 APPLE INC COM 037833100 3558 26024 SH SOLE 0 0 26024 APPLIED MATLS INC COM 038222105 220 2418 SH SOLE 0 0 2418 ARDELYX INC COM 039697107 6 10000 SH SOLE 0 0 10000 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 201 5641 SH SOLE 0 0 5641 ASML HOLDING N V N Y REGISTRY SHS N07059210 432 907 SH SOLE 0 0 907 AT&T INC COM 00206R102 305 14553 SH SOLE 0 0 14553 AUTOMATIC DATA PROCESSING IN COM 053015103 243 1156 SH SOLE 0 0 1156 BANCFIRST CORP COM 05945F103 266 2782 SH SOLE 0 0 2782 BANK NEW YORK MELLON CORP COM 064058100 548 13128 SH SOLE 0 0 13128 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 669 2449 SH SOLE 0 0 2449 BK OF AMERICA CORP COM 060505104 363 11660 SH SOLE 0 0 11660 BLACKROCK INC COM 09247X101 395 648 SH SOLE 0 0 648 BRISTOL-MYERS SQUIBB CO COM 110122108 305 3959 SH SOLE 0 0 3959 BROADCOM INC COM 11135F101 203 418 SH SOLE 0 0 418 CANADIAN PAC RY LTD COM 13645T100 247 3537 SH SOLE 0 0 3537 CHEVRON CORP NEW COM 166764100 594 4103 SH SOLE 0 0 4103 CHIPOTLE MEXICAN GRILL INC COM 169656105 230 176 SH SOLE 0 0 176 CISCO SYS INC COM 17275R102 512 12001 SH SOLE 0 0 12001 COMCAST CORP NEW CL A 20030N101 540 13749 SH SOLE 0 0 13749 CONOCOPHILLIPS COM 20825C104 249 2772 SH SOLE 0 0 2772 CORVEL CORP COM 221006109 235 1595 SH SOLE 0 0 1595 COSTAR GROUP INC COM 22160N109 228 3770 SH SOLE 0 0 3770 COSTCO WHSL CORP NEW COM 22160K105 442 922 SH SOLE 0 0 922 CROWN CASTLE INTL CORP NEW COM 22822V101 345 2046 SH SOLE 0 0 2046 CVS HEALTH CORP COM 126650100 325 3503 SH SOLE 0 0 3503 DANAHER CORPORATION COM 235851102 230 908 SH SOLE 0 0 908 DEERE & CO COM 244199105 217 723 SH SOLE 0 0 723 DENISON MINES CORP COM 248356107 10 10000 SH SOLE 0 0 10000 DIME CMNTY BANCSHARES INC COM 25432X102 450 15181 SH SOLE 0 0 15181 DISCOVER FINL SVCS COM 254709108 341 3609 SH SOLE 0 0 3609 DURECT CORP COM 266605104 7 15000 SH SOLE 0 0 15000 EDWARDS LIFESCIENCES CORP COM 28176E108 209 2202 SH SOLE 0 0 2202 ELEVANCE HEALTH INC COM 036752103 319 660 SH SOLE 0 0 660 EMCOR GROUP INC COM 29084Q100 307 2978 SH SOLE 0 0 2978 EQUIFAX INC COM 294429105 203 1111 SH SOLE 0 0 1111 EXELA TECHNOLOGIES INC COM NEW 30162V409 2 20000 SH SOLE 0 0 20000 EXXON MOBIL CORP COM 30231G102 283 3310 SH SOLE 0 0 3310 FACTSET RESH SYS INC COM 303075105 241 627 SH SOLE 0 0 627 FERRARI N V COM N3167Y103 281 1533 SH SOLE 0 0 1533 FIRST HAWAIIAN INC COM 32051X108 252 11083 SH SOLE 0 0 11083 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 2999 125571 SH SOLE 0 0 125571 FTI CONSULTING INC COM 302941109 505 2794 SH SOLE 0 0 2794 GALLAGHER ARTHUR J & CO COM 363576109 303 1857 SH SOLE 0 0 1857 GLOBALSTAR INC COM 378973408 12 10000 SH SOLE 0 0 10000 GRACO INC COM 384109104 239 4018 SH SOLE 0 0 4018 HOME DEPOT INC COM 437076102 1512 5511 SH SOLE 0 0 5511 HONEYWELL INTL INC COM 438516106 341 1960 SH SOLE 0 0 1960 ICON PLC SHS G4705A100 252 1161 SH SOLE 0 0 1161 INTERNATIONAL BUSINESS MACHS COM 459200101 415 2937 SH SOLE 0 0 2937 INTUIT COM 461202103 481 1247 SH SOLE 0 0 1247 ISHARES TR MSCI EMG MKT ETF 464287234 957 23862 SH SOLE 0 0 23862 ISHARES TR RUS 1000 GRW ETF 464287614 223 1021 SH SOLE 0 0 1021 ISHARES TR RUS MID CAP ETF 464287499 203 3146 SH SOLE 0 0 3146 ISHARES TR MSCI USA MIN VOL 46429B697 372 5296 SH SOLE 0 0 5296 JOHNSON & JOHNSON COM 478160104 390 2195 SH SOLE 0 0 2195 JPMORGAN CHASE & CO COM 46625H100 765 6795 SH SOLE 0 0 6795 KULR TECHNOLOGY GROUP INC COM 50125G109 23 15000 SH SOLE 0 0 15000 LAM RESEARCH CORP COM 512807108 276 647 SH SOLE 0 0 647 LANDSTAR SYS INC COM 515098101 264 1813 SH SOLE 0 0 1813 LINDE PLC SHS G5494J103 250 868 SH SOLE 0 0 868 LOCKHEED MARTIN CORP COM 539830109 424 985 SH SOLE 0 0 985 LULULEMON ATHLETICA INC COM 550021109 326 1196 SH SOLE 0 0 1196 MANHATTAN ASSOCIATES INC COM 562750109 247 2158 SH SOLE 0 0 2158 MASTERCARD INCORPORATED CL A 57636Q104 445 1412 SH SOLE 0 0 1412 MCDONALDS CORP COM 580135101 368 1492 SH SOLE 0 0 1492 MEDTRONIC PLC SHS G5960L103 294 3276 SH SOLE 0 0 3276 MERCK & CO INC COM 58933Y105 678 7431 SH SOLE 0 0 7431 META PLATFORMS INC CL A 30303M102 216 1341 SH SOLE 0 0 1341 MICROSOFT CORP COM 594918104 4406 17157 SH SOLE 0 0 17157 NEXTERA ENERGY INC COM 65339F101 492 6349 SH SOLE 0 0 6349 NIKE INC CL B 654106103 325 3179 SH SOLE 0 0 3179 NOVO-NORDISK A S ADR 670100205 396 3553 SH SOLE 0 0 3553 NUVEEN PFD & INCM SECURTIES COM 67072C105 89 12296 SH SOLE 0 0 12296 NVIDIA CORPORATION COM 67066G104 481 3173 SH SOLE 0 0 3173 ORACLE CORP COM 68389X105 270 3861 SH SOLE 0 0 3861 PAYCHEX INC COM 704326107 515 4520 SH SOLE 0 0 4520 PEPSICO INC COM 713448108 363 2176 SH SOLE 0 0 2176 PHILIP MORRIS INTL INC COM 718172109 411 4162 SH SOLE 0 0 4162 PHILLIPS 66 COM 718546104 300 3654 SH SOLE 0 0 3654 PRIMERICA INC COM 74164M108 279 2329 SH SOLE 0 0 2329 PROCTER AND GAMBLE CO COM 742718109 423 2945 SH SOLE 0 0 2945 PROLOGIS INC. COM 74340W103 296 2519 SH SOLE 0 0 2519 RBC BEARINGS INC COM 75524B104 205 1106 SH SOLE 0 0 1106 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 852 14685 SH SOLE 0 0 14685 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 799 12804 SH SOLE 0 0 12804 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19677 440597 SH SOLE 0 0 440597 SERVICENOW INC COM 81762P102 253 533 SH SOLE 0 0 533 SIMPSON MFG INC COM 829073105 289 2877 SH SOLE 0 0 2877 SNAP ON INC COM 833034101 296 1500 SH SOLE 0 0 1500 SPDR S&P 500 ETF TR TR UNIT 78462F103 6491 17206 SH SOLE 0 0 17206 STARBUCKS CORP COM 855244109 431 5647 SH SOLE 0 0 5647 SUNDIAL GROWERS INC COM 86730L109 7 20000 SH SOLE 0 0 20000 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 306 3738 SH SOLE 0 0 3738 TARGET CORP COM 87612E106 235 1662 SH SOLE 0 0 1662 TESLA INC COM 88160R101 317 471 SH SOLE 0 0 471 TEXAS INSTRS INC COM 882508104 244 1585 SH SOLE 0 0 1585 THERMO FISHER SCIENTIFIC INC COM 883556102 487 897 SH SOLE 0 0 897 UNION PAC CORP COM 907818108 652 3057 SH SOLE 0 0 3057 UNITED PARCEL SERVICE INC CL B 911312106 528 2894 SH SOLE 0 0 2894 UNITEDHEALTH GROUP INC COM 91324P102 1309 2548 SH SOLE 0 0 2548 US BANCORP DEL COM NEW 902973304 339 7367 SH SOLE 0 0 7367 VALLEY NATL BANCORP COM 919794107 295 28360 SH SOLE 0 0 28360 VERB TECHNOLOGY CO INC COM 92337U104 5 10000 SH SOLE 0 0 10000 VERIZON COMMUNICATIONS INC COM 92343V104 479 9436 SH SOLE 0 0 9436 VISA INC COM CL A 92826C839 673 3419 SH SOLE 0 0 3419 WALMART INC COM 931142103 260 2140 SH SOLE 0 0 2140 WATTS WATER TECHNOLOGIES INC CL A 942749102 218 1775 SH SOLE 0 0 1775 WESTPORT FUEL SYSTEMS INC COM NEW 960908309 10 10000 SH SOLE 0 0 10000 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 278 7437 SH SOLE 0 0 7437 ZOETIS INC CL A 98978V103 307 1787 SH SOLE 0 0 1787