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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
ABBVAbbvie Inc
Recent Activity
Decreased -1.36%
0.5%
$5.83M
32,805 shares@ $177.71 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.25%
0.49%
$5.671M
9,686 shares@ $585.51 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -20.88%
0.43%
$4.963M
63,616 shares@ $78.01 avg price
NOBLProshares Tr
Recent Activity
Decreased -4.58%
0.4%
$4.625M
46,458 shares@ $99.56 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -1.13%
0.39%
$4.486M
57,669 shares@ $77.8 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -10.86%
0.38%
$4.438M
18,331 shares@ $242.13 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.85%
0.38%
$4.355M
73,572 shares@ $59.21 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -3.33%
0.35%
$4.044M
118,483 shares@ $34.13 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -6.97%
0.35%
$4.004M
100,121 shares@ $39.99 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.32%
0.34%
$3.948M
44,915 shares@ $87.9 avg price