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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
BACBank America Corp
Recent Activity
Decreased -2.11%
0.23%
$2.626M
59,754 shares@ $43.95 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -9.91%
0.21%
$2.381M
90,909 shares@ $26.2 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.06%
0.2%
$2.337M
8,061 shares@ $289.9 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -1.12%
0.2%
$2.28M
11,298 shares@ $201.79 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.62%
0.2%
$2.258M
17,696 shares@ $127.6 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -2.76%
0.2%
$2.235M
4,600 shares@ $485.96 avg price
PECOPhillips Edison & Co Inc
Recent Activity
Decreased -1.15%
0.2%
$2.23M
59,542 shares@ $37.47 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -2.89%
0.19%
$2.208M
16,049 shares@ $137.58 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.52%
0.19%
$2.164M
18,701 shares@ $115.72 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -2.05%
0.19%
$2.153M
56,111 shares@ $38.38 avg price