Koshinski Asset Management, Inc. Portfolio Holdings
Koshinski Asset Management, Inc.
- $1.04 Billion
- Q2 2024
Koshinski Asset Management, Inc. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 609 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 $47.8M, Vanguard Value ETF with a value of $44.2M, Apple Inc. with a value of $35.4M, First Trust Rising Dividend Ac with a value of $27.2M, and Microsoft Corp with a value of $21.7M.
Examining the 13F form we can see an increase of $87.8M in the current position value, from $956M to 1.04B.
Below you can find more details about Koshinski Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $599 Million
Technology: $125 Million
Industrials: $55.3 Million
Financial Services: $53 Million
Healthcare: $46.5 Million
Consumer Defensive: $45.6 Million
Consumer Cyclical: $39.6 Million
Communication Services: $32.1 Million
Other: $45.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 609
- Current Value $1.04 Billion
- Prior Value $956 Million
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 72 stocks
- Additional Purchases 268 stocks
- Sold out of 0 stocks
- Reduced holdings in 249 stocks