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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
ANETArista Networks Inc
Recent Activity
New Position
0.38%
$4.432M
40,094 shares@ $110.54 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.22%
$2.476M
81,271 shares@ $30.47 avg price
EFVIshares Tr
Recent Activity
New Position
0.14%
$1.542M
29,382 shares@ $52.48 avg price
PAAAPgim Etf Tr
Recent Activity
New Position
0.12%
$1.312M
25,622 shares@ $51.2 avg price
STRLSterling Infrastructure Inc
Recent Activity
New Position
0.09%
$1.041M
6,178 shares@ $168.45 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.09%
$1.015M
37,201 shares@ $27.28 avg price
KNSLKinsale Cap Group Inc
Recent Activity
New Position
0.09%
$935,893
2,012 shares@ $465.16 avg price
IYZIshares Tr
Recent Activity
New Position
0.07%
$710,847
26,494 shares@ $26.84 avg price
ESGVVanguard World Fd
Recent Activity
New Position
0.06%
$596,824
5,690 shares@ $104.89 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.05%
$573,519
965 shares@ $594.33 avg price