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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
MOAltria Group Inc
Recent Activity
Decreased -0.51%
0.16%
$1.806M
34,546 shares@ $52.3 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -0.9%
0.16%
$1.78M
36,298 shares@ $49.06 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.72%
0.15%
$1.7M
10,201 shares@ $166.64 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.12%
0.15%
$1.65M
23,935 shares@ $68.95 avg price
NEENextera Energy Inc
Recent Activity
Decreased -7.24%
0.15%
$1.638M
22,846 shares@ $71.69 avg price
AGGIshares Tr
Recent Activity
Decreased -11.2%
0.14%
$1.625M
16,773 shares@ $96.91 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -1.41%
0.14%
$1.602M
13,261 shares@ $120.81 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -0.31%
0.14%
$1.601M
64,077 shares@ $24.99 avg price
XNTKSpdr Ser Tr
Recent Activity
Decreased -5.91%
0.14%
$1.54M
7,632 shares@ $201.82 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
Decreased -0.97%
0.13%
$1.508M
8,042 shares@ $187.47 avg price