test

Lori L. Fuerstenberg

@Koshinski Asset Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$1.169BTotal holdings628
Assets growth rate1.12%Assets growth rate (2-Q avg)4.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Koshinski Asset Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 628 positions.

Assets under management

The assets under management (AUM) of Koshinski Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.169B in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Lori L. Fuerstenberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.26%
3.46%
$40.36M
161,577 shares@ $249.8 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.22%
1.28%
$14.916M
29,177 shares@ $511.24 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.25%
1.18%
$13.722M
59,189 shares@ $231.85 avg price
IVVIshares Tr
Recent Activity
Decreased -4.97%
1.09%
$12.719M
21,606 shares@ $588.7 avg price
DEDeere & Co
Recent Activity
Decreased -0.5%
0.9%
$10.506M
24,796 shares@ $423.7 avg price
TSLATesla Inc
Recent Activity
Decreased -2.03%
0.76%
$8.856M
21,929 shares@ $403.85 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.64%
0.66%
$7.694M
133,742 shares@ $57.54 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -23.04%
0.62%
$7.146M
149,442 shares@ $47.83 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.04%
0.61%
$7.105M
19,585 shares@ $362.76 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.05%
0.56%
$6.516M
45,057 shares@ $144.62 avg price