test

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
VTIVanguard Index Fds
Recent Activity
Increased 0.52%
0.87%
$10.118M
34,911 shares@ $289.82 avg price
TSLATesla Inc
Recent Activity
Decreased -2.03%
0.76%
$8.856M
21,929 shares@ $403.85 avg price
VBRVanguard Index Fds
Recent Activity
Increased 25.44%
0.72%
$8.384M
42,303 shares@ $198.18 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 5.75%
0.68%
$7.907M
40,376 shares@ $195.84 avg price
PKWInvesco Exchange Traded Fd T
Recent Activity
Increased 11.89%
0.67%
$7.72M
67,055 shares@ $115.14 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.64%
0.66%
$7.694M
133,742 shares@ $57.54 avg price
WMTWalmart Inc
Recent Activity
Increased 0.28%
0.63%
$7.356M
81,422 shares@ $90.36 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -23.04%
0.62%
$7.146M
149,442 shares@ $47.83 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.04%
0.61%
$7.105M
19,585 shares@ $362.76 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 2.85%
0.61%
$7.08M
40,404 shares@ $175.23 avg price