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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
IYWIshares Tr
Recent Activity
Decreased -16.42%
0.34%
$3.869M
24,254 shares@ $159.52 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.6%
0.33%
$3.809M
26,296 shares@ $144.85 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.15%
0.33%
$3.789M
52,690 shares@ $71.91 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 97.96%
0.32%
$3.714M
200,739 shares@ $18.5 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -4.53%
0.32%
$3.685M
72,065 shares@ $51.15 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Increased 25.05%
0.32%
$3.668M
125,521 shares@ $29.23 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.16%
0.32%
$3.641M
22,388 shares@ $162.64 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -4.2%
0.31%
$3.615M
45,081 shares@ $80.2 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -0.79%
0.31%
$3.604M
110,010 shares@ $32.76 avg price
IJRIshares Tr
Recent Activity
Increased 5.2%
0.31%
$3.596M
31,211 shares@ $115.23 avg price