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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
FAFFirst Amern Finl Corp
Recent Activity
Exited
0%
$210,836
3,194 shares@ $66.02 avg price
EXRExtra Space Storage Inc
Recent Activity
Exited
0%
$209,381
1,162 shares@ $180.2 avg price
FNDFSchwab Strategic Tr
Recent Activity
Exited
0%
$208,229
5,572 shares@ $37.38 avg price
CWISpdr Index Shs Fds
Recent Activity
Exited
0%
$206,627
6,788 shares@ $30.45 avg price
SLYVSpdr Ser Tr
Recent Activity
Exited
0%
$204,923
2,360 shares@ $86.84 avg price
IQLTIshares Tr
Recent Activity
Exited
0%
$204,463
4,928 shares@ $41.5 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$202,616
3,195 shares@ $63.42 avg price
GPCGenuine Parts Co
Recent Activity
Exited
0%
$201,772
1,445 shares@ $139.64 avg price
CARRCarrier Global Corporation
Recent Activity
Exited
0%
$201,464
2,503 shares@ $80.49 avg price
NIMNuveen Select Mat Mun Fd
Recent Activity
Exited
0%
$140,752
15,200 shares@ $9.26 avg price