Koshinski Asset Management, Inc. Portfolio Holdings
Koshinski Asset Management, Inc.
- $956 Million
- Q1 2024
Koshinski Asset Management, Inc. has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $956 Million distributed in 579 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 $45.5M, Vanguard Value ETF with a value of $45M, First Trust Rising Dividend Ac with a value of $28.1M, Apple Inc. with a value of $25M, and Schwab Strategic Tr Us Dividen with a value of $22.2M.
Examining the 13F form we can see an increase of $311M in the current position value, from $645M to 956M.
Below you can find more details about Koshinski Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$956 Million
ETFs: $557 Million
Technology: $105 Million
Industrials: $56.7 Million
Financial Services: $51.8 Million
Healthcare: $43.9 Million
Consumer Cyclical: $40.6 Million
Consumer Defensive: $28.4 Million
Communication Services: $25.9 Million
Other: $45.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 579
- Current Value $956 Million
- Prior Value $645 Million
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 152 stocks
- Additional Purchases 146 stocks
- Sold out of 0 stocks
- Reduced holdings in 281 stocks