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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SBRSabine Rty Tr
| 0% | $1.518M 24,642 shares@ $61.61 avg price | Exited |
NRGNrg Energy Inc
| 0% | $1.155M 12,682 shares@ $91.1 avg price | Exited |
BROBrown & Brown Inc
| 0% | $996,034 9,614 shares@ $103.61 avg price | Exited |
SFMSprouts Fmrs Mkt Inc
| 0% | $856,561 7,758 shares@ $110.42 avg price | Exited |
PGRProgressive Corp
| 0% | $681,599 2,686 shares@ $253.76 avg price | Exited |
CTASCintas Corp
| 0% | $536,729 2,607 shares@ $205.88 avg price | Exited |
IBHDIshares Tr
| 0% | $507,303 21,782 shares@ $23.3 avg price | Exited |
ENSGEnsign Group Inc
| 0% | $471,442 3,278 shares@ $143.83 avg price | Exited |
HLIHoulihan Lokey Inc
| 0% | $427,918 2,708 shares@ $158.02 avg price | Exited |
FPXIFirst Tr Exchange Traded Fd
| 0% | $339,708 7,025 shares@ $48.36 avg price | Exited |