Lori L. Fuerstenberg

@Koshinski Asset Management, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.169B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FIVAFidelity Covington Trust Recent Activity New Position	0.02%	$207,819 8,584 shares@ $24.22 avg price	New Position
LOPEGrand Canyon Ed Inc Recent Activity New Position	0.02%	$204,422 1,248 shares@ $163.8 avg price	New Position
ABAlliancebernstein Hldg L P Recent Activity New Position	0.02%	$202,697 5,465 shares@ $37.1 avg price	New Position
FFIVF5 Inc Recent Activity New Position	0.02%	$202,433 805 shares@ $251.47 avg price	New Position
CDNSCadence Design System Inc Recent Activity New Position	0.02%	$201,909 672 shares@ $300.46 avg price	New Position
WDAYWorkday Inc Recent Activity New Position	0.02%	$201,005 779 shares@ $258.03 avg price	New Position
INVZInnoviz Technologies Ltd Recent Activity New Position	0.02%	$168,517 100,308 shares@ $1.68 avg price	New Position
FSCOFs Credit Opportunities Corp Recent Activity New Position	0.01%	$101,168 14,834 shares@ $6.83 avg price	New Position
OCGNOcugen Inc Recent Activity New Position	0.01%	$14,802 18,388 shares@ $0.81 avg price	New Position