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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
TRVTravelers Companies Inc
Recent Activity
Increased 0.01%
0.58%
$6.755M
28,041 shares@ $240.89 avg price
DIVIFranklin Templeton Etf Tr
Recent Activity
Increased 13.11%
0.58%
$6.677M
222,503 shares@ $30.02 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.05%
0.56%
$6.516M
45,057 shares@ $144.62 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.05%
0.55%
$6.37M
26,574 shares@ $239.71 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.29%
0.54%
$6.232M
32,922 shares@ $189.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.55%
0.52%
$6.069M
6,623 shares@ $916.3 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 0.15%
0.51%
$5.897M
46,764 shares@ $126.1 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.36%
0.5%
$5.83M
32,805 shares@ $177.71 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.25%
0.49%
$5.671M
9,686 shares@ $585.51 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.24%
0.48%
$5.59M
29,353 shares@ $190.44 avg price