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CIK: 0001633389
Total reported value
$1.9B
$1.9B
686 檔
11.2%
The Q2 2025 SEC filing reveals that Koshinski Asset Management, Inc. held a total portfolio value of $1.9B, covering 686 public equity positions.
In Q2 2025, Koshinski Asset Management, Inc. displayed an active expansion posture, initiating 44 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 686 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.58% | +0.09% | +0.92% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.27% | -0.08% | +0.74% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 2.59% | +0.08% | +2.29% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.06% | +0.47% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.14% | +1.89% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.62% | -0.05% | +1.15% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -0.02% | +11.98% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | +0.03% | -2.00% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.51% | -0.02% | +2.91% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.47% | +0.04% | +3.40% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.41% | +0.05% | +3.86% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | +0.13% | +3.48% | |
| 13 | CGXU | Cap Group Intl Focus | ETF-Other | 1.30% | -0.04% | +5.18% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.01% | +1.66% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.04% | +0.41% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | -0.31% | +3.20% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.16% | -0.10% | +13.47% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.02% | -2.36% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.13% | +83.11% | |
| 20 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.97% | -0.11% | -1.09% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.96% | -0.04% | +1.73% | |
| 22 | DIVI | Franklin International Core | ETF-Other | 0.95% | -0.06% | +14.01% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | +4.98% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | -0.02% | -4.13% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | -0.04% | +7.56% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.15% | +2.27% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | -0.10% | +9.66% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.04% | -3.37% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.03% | +8.01% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | +0.03% | +3.21% | |
| 31 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.58% | -0.01% | +1.29% | |
| 32 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.57% | +0.02% | +5.49% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.21% | -0.51% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.03% | +1.85% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-Other | 0.54% | — | +12.60% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.15% | +9.35% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.03% | +1.14% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.01% | +3.45% | |
| 39 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.47% | +0.01% | +62.66% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | -1.44% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.07% | +1.02% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.44% | +0.01% | +7.50% | |
| 43 | CGMU | Cap Group Municipal Income | ETF-Other | 0.43% | -0.05% | +12.12% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.04% | +0.33% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.06% | +2.84% | |
| 46 | CGGO | Cap Group Global Growth | ETF-Other | 0.41% | +0.03% | +9.30% | |
| 47 | AVK | Advent Convert & Income | Stock-Other | 0.40% | +0.01% | +1.99% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | +0.01% | +6.10% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.15% | +3.81% | |
| 50 | GENT | Genter Capital Taxable | ETF-Other | 0.37% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +11.98% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | +0.41% | Add |
| 3 | GENT | Genter Capital Taxable | +0.4% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.3% | +1.89% | Add |
| 5 | JNJ | Johnson & Johnson | +0.3% | +83.11% | Add |
| 6 | ESGV | Vanguard Esg US Stock ETF | +0.3% | NEW | New buy |
| 7 | SCHG | Schwab US Large-cap Growth | +0.2% | +0.92% | Add |
| 8 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +62.66% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.2% | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +8.01% | Add |
| 11 | STRL | Sterling Infrastructure Inc | +0.1% | NEW | New buy |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.48% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.1% | +3.20% | Add |
| 14 | DIVI | Franklin International Core | +0.1% | +14.01% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | +18.04% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +4.98% | Add |
| 17 | IYW | Ishares Ustechnology ETF | +0.1% | +8.35% | Add |
| 18 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +51.94% | Add |
| 19 | JKHY | Jack Henry & Associates Inc | +0.1% | NEW | New buy |
| 20 | 07WA | Mr Cooper Group Inc | +0.1% | NEW | New buy |
| 21 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | +0.1% | +1.66% | Add |
| 23 | CGXU | Cap Group Intl Focus | +0.1% | +5.18% | Add |
| 24 | CGDV | Cap Group Dividend Value | +0.1% | +12.60% | Add |
| 25 | TSLA | Tesla Inc | +0.1% | +3.45% | Add |
| 26 | CGGR | Cap Group Growth Equity | +0.1% | +7.50% | Add |
| 27 | TFLO | Ishares Treasury Floating Ra | +0.1% | +43.77% | Add |
| 28 | VRT | Vertiv Holdings Co-a | +0.1% | +12.06% | Add |
| 29 | FDVV | Fidelity High Dividend ETF | +0.1% | +36.69% | Add |
| 30 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +28.70% | Add |
| 31 | ORCL | Oracle CORP | +0.1% | -3.40% | Trim |
| 32 | GEV | GE Vernova Inc | +0.1% | +3.22% | Add |
| 33 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | NEW | New buy |
| 34 | SFM | Sprouts Farmers Market Inc | +0.1% | NEW | New buy |
| 35 | VONG | Vanguard Russell 1000 Growth | +0.1% | NEW | New buy |
| 36 | PPC | Pilgrim's Pride CORP | +0.1% | NEW | New buy |
| 37 | CGGO | Cap Group Global Growth | 0% | +9.30% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | +0.30% | Add |
| 39 | ANET | Arista Networks Inc | 0% | -0.92% | Trim |
| 40 | PANW | Palo Alto Networks Inc | 0% | +26.61% | Add |
| 41 | JEPQ | JPM Nasdaq Equity Premium | 0% | +49.05% | Add |
| 42 | HOOD | Robinhood Markets Inc - A | 0% | NEW | New buy |
| 43 | NNE | Nano Nuclear Energy Inc | 0% | NEW | New buy |
| 44 | IBHF | Ishares Ibond 2026 Hy & Inc | 0% | NEW | New buy |
| 45 | GWW | Ww Grainger Inc | 0% | NEW | New buy |
| 46 | GAPR | Ft Vest US Equity Moderate B | 0% | NEW | New buy |
| 47 | COIN | Coinbase Global Inc -class A | 0% | NEW | New buy |
| 48 | CAT | Caterpillar Inc | 0% | -0.51% | Trim |
| 49 | XMMO | Invesco S&p Midcap Momentum | 0% | +10.15% | Add |
| 50 | IVW | Ishares S&p 500 Growth ETF | 0% | +5.31% | Add |
According to official SEC Form 13F filings, Koshinski Asset Management, Inc. reported a total U.S. public equity portfolio value of $1.9B across 686 disclosed positions in Q2 2025.
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, RDVY) accounted for 11.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
GENT
市值: $4.9M
Top Position Liquidated / Trimmed
Leuthold Core ETF
前期市值: $1.7M
During Q2 2025, Koshinski Asset Management, Inc.'s top holdings by market value included SCHG (4.6%)、VTV (4.3%)、RDVY (2.6%). The largest single position, SCHG, represented 4.6% of total portfolio value.
In Q2 2025, Koshinski Asset Management, Inc. made 199 total portfolio adjustments, initiating 44 new buys, adding to 102 positions, trimming 45 holdings, and fully liquidating 8 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.
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