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