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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.16%
1.49%
$17.386M
29,665 shares@ $586.08 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.49%
1.43%
$16.639M
75,840 shares@ $219.4 avg price
VUGVanguard Index Fds
Recent Activity
Increased 2.98%
1.35%
$15.693M
38,235 shares@ $410.44 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.06%
1.33%
$15.486M
115,320 shares@ $134.3 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
CGXUCapital Group Intl Focus Eqt
Recent Activity
Increased 6.55%
1.16%
$13.465M
545,808 shares@ $24.67 avg price
IVVIshares Tr
Recent Activity
Decreased -4.97%
1.09%
$12.719M
21,606 shares@ $588.7 avg price
ADMArcher Daniels Midland Co
Recent Activity
Increased 0.08%
1.07%
$12.399M
245,433 shares@ $50.53 avg price
DEDeere & Co
Recent Activity
Decreased -0.5%
0.9%
$10.506M
24,796 shares@ $423.7 avg price