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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
LLYEli Lilly & Co
Recent Activity
Decreased -0.39%
0.29%
$3.288M
4,259 shares@ $772.07 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.12%
0.28%
$3.217M
13,836 shares@ $232.52 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.9%
0.28%
$3.166M
16,885 shares@ $187.52 avg price
AZOAutozone Inc
Recent Activity
Decreased -0.71%
0.27%
$3.109M
971 shares@ $3202.0 avg price
MDYGSpdr Ser Tr
Recent Activity
Decreased -4.08%
0.27%
$3.058M
35,191 shares@ $86.89 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.07%
0.26%
$3.001M
7,715 shares@ $389.01 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -2.07%
0.26%
$2.994M
45,493 shares@ $65.82 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Decreased -8.32%
0.25%
$2.921M
32,698 shares@ $89.33 avg price
PSRInvesco Actively Managed Exc
Recent Activity
Decreased -4.9%
0.25%
$2.809M
31,106 shares@ $90.29 avg price
IJHIshares Tr
Recent Activity
Decreased -4.15%
0.24%
$2.762M
44,326 shares@ $62.32 avg price