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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
MSTRMicrostrategy Inc
Recent Activity
New Position
0.04%
$449,780
1,553 shares@ $289.63 avg price
GENMSpinnaker Etf Series
Recent Activity
New Position
0.04%
$411,113
40,785 shares@ $10.09 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.04%
$390,355
3,160 shares@ $123.54 avg price
EXLSExlservice Holdings Inc
Recent Activity
New Position
0.04%
$380,115
8,565 shares@ $44.39 avg price
CGHMCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.03%
$333,949
13,210 shares@ $25.29 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.03%
$312,747
1,398 shares@ $223.72 avg price
SUPVGrupo Supervielle S.a.
Recent Activity
New Position
0.03%
$289,190
19,139 shares@ $15.11 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.03%
$278,096
1,120 shares@ $248.3 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.03%
$259,451
2,672 shares@ $97.1 avg price
LPLALpl Finl Hldgs Inc
Recent Activity
New Position
0.03%
$252,719
774 shares@ $326.52 avg price