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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NSCNorfolk Southn Corp
| 0.19% | $2.128M 9,066 shares@ $234.7 avg price | Decreased -0.95% |
RFDAAlps Etf Tr
| 0.18% | $2.101M 37,565 shares@ $55.92 avg price | Decreased -5.13% |
TBILRbb Fd Inc
| 0.18% | $2.083M 41,773 shares@ $49.87 avg price | Decreased -9% |
KMBKimberly-clark Corp
| 0.18% | $2.034M 15,500 shares@ $131.23 avg price | Decreased -0.14% |
AEEAmeren Corp
| 0.18% | $2.023M 22,696 shares@ $89.14 avg price | Decreased -4.61% |
VWOVanguard Intl Equity Index F
| 0.18% | $2.015M 45,743 shares@ $44.04 avg price | Decreased -3.15% |
TAt&t Inc
| 0.17% | $1.952M 85,731 shares@ $22.78 avg price | Decreased -2.67% |
KOCoca Cola Co
| 0.17% | $1.93M 31,007 shares@ $62.26 avg price | Decreased -2.95% |
XLUSelect Sector Spdr Tr
| 0.17% | $1.906M 25,180 shares@ $75.69 avg price | Decreased -1.62% |
HGBLHeritage Global Inc
| 0.16% | $1.867M 1.009M shares@ $1.85 avg price | Decreased -4.72% |