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 |
---|---|---|---|
LENLennar Corp
| 0% | $331,840 1,770 shares@ $187.49 avg price | Exited |
IBDPIshares Tr
| 0% | $323,923 12,849 shares@ $25.21 avg price | Exited |
IEPIcahn Enterprises Lp
| 0% | $308,256 22,800 shares@ $13.52 avg price | Exited |
FSSFederal Signal Corp
| 0% | $284,399 3,043 shares@ $93.47 avg price | Exited |
HWKNHawkins Inc
| 0% | $281,581 2,209 shares@ $127.47 avg price | Exited |
MDUMdu Res Group Inc
| 0% | $264,232 9,640 shares@ $27.41 avg price | Exited |
PFGPrincipal Financial Group In
| 0% | $247,355 2,880 shares@ $85.89 avg price | Exited |
ELVElevance Health Inc
| 0% | $243,314 468 shares@ $519.91 avg price | Exited |
TERTeradyne Inc
| 0% | $233,172 1,741 shares@ $133.93 avg price | Exited |
SCHKSchwab Strategic Tr
| 0% | $229,690 4,154 shares@ $55.3 avg price | Exited |