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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
FTBDFidelity Merrimack Str Tr
Recent Activity
Increased 146.62%
0.31%
$3.532M
73,459 shares@ $48.09 avg price
PEPPepsico Inc
Recent Activity
Increased 2.14%
0.31%
$3.527M
23,195 shares@ $152.06 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -1.08%
0.31%
$3.517M
41,059 shares@ $85.66 avg price
SSOProshares Tr
Recent Activity
Increased 82.51%
0.3%
$3.481M
37,629 shares@ $92.52 avg price
IEFAIshares Tr
Recent Activity
Increased 0.31%
0.3%
$3.464M
49,285 shares@ $70.29 avg price
MMM3m Co
Recent Activity
Decreased -1.74%
0.3%
$3.449M
26,719 shares@ $129.1 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Decreased -2.48%
0.3%
$3.443M
72,850 shares@ $47.27 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.65%
0.3%
$3.439M
91,904 shares@ $37.43 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 147.31%
0.29%
$3.308M
145,740 shares@ $22.71 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.39%
0.29%
$3.288M
4,259 shares@ $772.07 avg price