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