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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
HYLSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.03%
$245,831
5,948 shares@ $41.34 avg price
QYLDGlobal X Fds
Recent Activity
New Position
0.03%
$237,318
13,025 shares@ $18.23 avg price
WCMIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.03%
$237,025
18,011 shares@ $13.17 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.02%
$228,416
3,788 shares@ $60.3 avg price
EPDEnterprise Prods Partners L
Recent Activity
New Position
0.02%
$227,607
7,258 shares@ $31.36 avg price
RHRh
Recent Activity
New Position
0.02%
$226,708
576 shares@ $393.6 avg price
TROWPrice T Rowe Group Inc
Recent Activity
New Position
0.02%
$214,192
1,894 shares@ $113.09 avg price
ZBRAZebra Technologies Corporati
Recent Activity
New Position
0.02%
$212,035
549 shares@ $386.23 avg price
SHOPShopify Inc
Recent Activity
New Position
0.02%
$211,703
1,991 shares@ $106.33 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.02%
$208,884
4,147 shares@ $50.37 avg price