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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
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 32.22%
0.45%
$5.146M
191,146 shares@ $26.93 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -20.88%
0.43%
$4.963M
63,616 shares@ $78.01 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 12.46%
0.42%
$4.835M
137,131 shares@ $35.27 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.24%
0.42%
$4.808M
28,680 shares@ $167.65 avg price
AVKAdvent Conv & Income Fd
Recent Activity
Increased 18.6%
0.41%
$4.767M
404,996 shares@ $11.77 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.66%
0.41%
$4.737M
44,037 shares@ $107.57 avg price
NOBLProshares Tr
Recent Activity
Decreased -4.58%
0.4%
$4.625M
46,458 shares@ $99.56 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.26%
0.39%
$4.5M
8,896 shares@ $505.88 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -1.13%
0.39%
$4.486M
57,669 shares@ $77.8 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -10.86%
0.38%
$4.438M
18,331 shares@ $242.13 avg price