Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOLINSKY WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 156 | 139,562,011 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING IN | COM | 151 | $247,998 | 1,039 | 0.00 | 0.00 | -1 | -0.10 | 06-30-2024 |
| STARBUCKS CORP | COM | 152 | $247,096 | 3,174 | 0.00 | 0.00 | -1,451 | -31.37 | 06-30-2024 |
| PULTE GROUP INC | COM | 153 | $241,009 | 2,189 | 0.00 | 0.00 | -619 | -22.04 | 06-30-2024 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 154 | $240,442 | 3,262 | 0.00 | 3,262 | +Inf | 06-30-2024 |
