13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633389
Total reported value
$1.9B
$1.9B
603 檔
9.7%
As reported in its official Q2 2024 Form 13F filing, Koshinski Asset Management, Inc.'s tracked investment portfolio stood at $1.9B with 603 total positions.
During Q2 2024, Koshinski Asset Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 603 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.60% | +0.09% | -3.44% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.10% | -0.08% | -0.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.06% | +15.56% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 2.52% | +0.08% | -0.75% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.14% | +26.81% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.74% | -0.10% | -11.94% | |
| 7 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.69% | -0.05% | +1.67% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.56% | -0.02% | +5.17% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | +0.03% | -4.66% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.45% | +0.04% | -0.16% | |
| 11 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.44% | -0.11% | +562.31% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.13% | +16.29% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.01% | +18.76% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | -0.02% | +710.36% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.33% | +0.05% | +5.39% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.28% | -0.31% | -3.04% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.23% | -0.04% | +4.84% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.02% | +100.87% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.04% | -2.78% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | -0.02% | -9.94% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.82% | -0.04% | +95.62% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.81% | -0.04% | +0.97% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.77% | -0.10% | -0.15% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.13% | +26.39% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.04% | -1.22% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.01% | -0.57% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.07% | -7.26% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.21% | +15.70% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | -0.02% | -0.31% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.03% | -1.64% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.03% | +21.10% | |
| 32 | DIVI | Franklin International Core | ETF-Other | 0.55% | -0.06% | +7.33% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.03% | -1.50% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.33% | +4.03% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | — | +1.72% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.05% | -7.30% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.06% | +7.08% | |
| 38 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.52% | +0.02% | +43.71% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.03% | +6.73% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | -0.03% | +10.79% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.15% | +53.59% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.50% | -0.05% | -18.98% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.15% | +13.33% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.15% | +1.73% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | +0.01% | -1.84% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.43% | +0.05% | +92.81% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.43% | -0.04% | +4.86% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | +0.01% | -9.22% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.10% | +4.50% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.40% | -0.01% | +0.22% |
According to official SEC Form 13F filings, Koshinski Asset Management, Inc. reported a total U.S. public equity portfolio value of $1.9B across 603 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, VTV, AAPL) accounted for 9.7% of total reported equity market value during Q2 2024.
During Q2 2024, Koshinski Asset Management, Inc.'s top holdings by market value included SCHG (4.6%)、VTV (4.1%)、AAPL (3.6%). The largest single position, SCHG, represented 4.6% of total portfolio value.
In Q2 2024, Koshinski Asset Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.