Koshinski Asset Management, Inc. Portfolio Holdings
Koshinski Asset Management, Inc.
- $1.13 Billion
- Q3 2024
Koshinski Asset Management, Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 638 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $50.3M, Vanguard Value ETF with a value of $49.2M, Apple Inc. with a value of $38.1M, First Trust Rising Dividend Ac with a value of $29.9M, and Microsoft Corp with a value of $21M.
Examining the 13F form we can see an increase of $85.7M in the current position value, from $1.04B to 1.13B.
Below you can find more details about Koshinski Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
ETFs: $651 Million
Technology: $124 Million
Financial Services: $65.6 Million
Industrials: $64 Million
Consumer Defensive: $51.1 Million
Healthcare: $47.8 Million
Consumer Cyclical: $43.1 Million
Communication Services: $31.8 Million
Other: $48.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 638
- Current Value $1.13 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 61 stocks
- Additional Purchases 235 stocks
- Sold out of 0 stocks
- Reduced holdings in 270 stocks