Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 134,064 | -40,498 | $25,781 |
AAPL | 134,064 | -40,498 | $25,781 |
SCHWAB STRATEGIC TR | 289,829 | -2,787 | $22,065 |
SCHD | 289,829 | -2,787 | $22,065 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 209,669 | +37,504 | $11,528 |
JEPI | 209,669 | +37,504 | $11,528 |
MICROSOFT CORP | 28,032 | -20,359 | $10,541 |
MSFT | 28,032 | -20,359 | $10,541 |
VANGUARD INDEX FDS (VTI) | 43,376 | +6,363 | $10,290 |
VTI | 43,376 | +6,363 | $10,290 |
BROADCOM INC | 9,065 | +1,602 | $10,120 |
AVGO | 9,065 | +1,602 | $10,120 |
AMAZON COM INC | 66,401 | -5,663 | $10,089 |
AMZN | 66,401 | -5,663 | $10,089 |
DEERE & CO | 24,346 | -1,193 | $9,735 |
DE | 24,346 | -1,193 | $9,735 |
PROSHARES TR (NOBL) | 97,012 | +11,709 | $9,236 |
NOBL | 97,012 | +11,709 | $9,236 |
VANGUARD INDEX FDS (VUG) | 29,017 | +307 | $9,021 |
VUG | 29,017 | +307 | $9,021 |
WISDOMTREE TR | 113,709 | +51,484 | $7,548 |
DLN | 113,709 | +51,484 | $7,548 |
SPDR S&P 500 ETF TR (SPY) | 14,236 | -15,163 | $6,766 |
SPY | 14,236 | -15,163 | $6,766 |
APPLIED MATLS INC | 39,004 | +13,663 | $6,321 |
AMAT | 39,004 | +13,663 | $6,321 |
VANGUARD SPECIALIZED FUNDS (VIG) | 36,584 | +3,926 | $6,234 |
VIG | 36,584 | +3,926 | $6,234 |
COSTCO WHSL CORP NEW | 8,336 | +574 | $5,502 |
COST | 8,336 | +574 | $5,502 |
SCHWAB STRATEGIC TR | 65,984 | -373,691 | $5,474 |
SCHG | 65,984 | -373,691 | $5,474 |
INVESCO EXCHANGE TRADED FD T (RSPT) | 163,066 | +163,066 | $5,322 |
RSPT | 163,066 | +163,066 | $5,322 |
ADVENT CONV & INCOME FD | 457,085 | +175,684 | $5,202 |
AVK | 457,085 | +175,684 | $5,202 |
VERIZON COMMUNICATIONS INC | 135,265 | +27,735 | $5,099 |
VZ | 135,265 | +27,735 | $5,099 |
VANGUARD INDEX FDS (VTV) | 33,603 | -209,154 | $5,024 |
VTV | 33,603 | -209,154 | $5,024 |
SCHWAB STRATEGIC TR | 130,077 | +45,250 | $4,808 |
SCHF | 130,077 | +45,250 | $4,808 |
NVIDIA CORPORATION | 9,685 | -4,200 | $4,796 |
NVDA | 9,685 | -4,200 | $4,796 |
CISCO SYS INC | 94,904 | +15,012 | $4,795 |
CSCO | 94,904 | +15,012 | $4,795 |
VANGUARD SCOTTSDALE FDS (VCSH) | 59,890 | -8,284 | $4,634 |
VCSH | 59,890 | -8,284 | $4,634 |
SCHWAB STRATEGIC TR | 83,070 | +22,301 | $4,625 |
SCHB | 83,070 | +22,301 | $4,625 |
ALPHABET INC | 33,030 | +3,664 | $4,614 |
GOOGL | 33,030 | +3,664 | $4,614 |
PROCTER AND GAMBLE CO | 31,207 | +1,982 | $4,573 |
PG | 31,207 | +1,982 | $4,573 |
ABBVIE INC | 29,485 | -5,415 | $4,569 |
ABBV | 29,485 | -5,415 | $4,569 |
CATERPILLAR INC | 15,268 | -5,513 | $4,514 |
CAT | 15,268 | -5,513 | $4,514 |
INTEL CORP | 88,959 | +23,775 | $4,470 |
INTC | 88,959 | +23,775 | $4,470 |
JOHNSON & JOHNSON | 28,017 | -19,931 | $4,392 |
JNJ | 28,017 | -19,931 | $4,392 |
VANGUARD SCOTTSDALE FDS (VTWO) | 53,401 | +19,724 | $4,331 |
VTWO | 53,401 | +19,724 | $4,331 |
PHILLIPS EDISON & CO INC | 113,307 | +39,961 | $4,133 |
PECO | 113,307 | +39,961 | $4,133 |
SCHWAB STRATEGIC TR | 85,629 | -14,377 | $4,045 |
SCHA | 85,629 | -14,377 | $4,045 |
ABBOTT LABS | 34,715 | +9,305 | $3,821 |
ABT | 34,715 | +9,305 | $3,821 |
SCHWAB STRATEGIC TR | 51,648 | +23,855 | $3,621 |
SCHV | 51,648 | +23,855 | $3,621 |
FRANKLIN UNVL TR | 543,700 | +176,355 | $3,616 |
FT | 543,700 | +176,355 | $3,616 |
ALPHABET INC | 24,602 | -4,479 | $3,467 |
GOOG | 24,602 | -4,479 | $3,467 |
PEPSICO INC | 20,361 | -2,602 | $3,458 |
PEP | 20,361 | -2,602 | $3,458 |
3M CO | 30,781 | -264 | $3,365 |
MMM | 30,781 | -264 | $3,365 |
AUTOZONE INC | 1,289 | +190 | $3,333 |
AZO | 1,289 | +190 | $3,333 |
EXXON MOBIL CORP | 32,745 | -1,600 | $3,274 |
XOM | 32,745 | -1,600 | $3,274 |
CHEVRON CORP NEW | 21,411 | -1,908 | $3,194 |
CVX | 21,411 | -1,908 | $3,194 |
VANGUARD INDEX FDS (VO) | 13,426 | +2,431 | $3,123 |
VO | 13,426 | +2,431 | $3,123 |
ISHARES TR (TFLO) | 60,791 | +45,642 | $3,068 |
TFLO | 60,791 | +45,642 | $3,068 |
UNITEDHEALTH GROUP INC | 5,825 | -3,104 | $3,066 |
UNH | 5,825 | -3,104 | $3,066 |
ISHARES TR (SOXX) | 5,296 | +2,142 | $3,051 |
SOXX | 5,296 | +2,142 | $3,051 |
META PLATFORMS INC | 8,546 | -1,417 | $3,025 |
META | 8,546 | -1,417 | $3,025 |
RBB FD INC | 60,593 | +41,916 | $3,021 |
TBIL | 60,593 | +41,916 | $3,021 |
FIDELITY COVINGTON TRUST | 71,005 | +34,049 | $3,002 |
FDVV | 71,005 | +34,049 | $3,002 |
See Full List: All Stocks Held By Koshinski Asset Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Koshinski Asset Management Inc.
Size ($ in 1000's)
At 12/31/2023: $657,601 At 09/30/2023: $901,467 Koshinski Asset Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Koshinski Asset Management Inc. 13F filings. Link to 13F filings: SEC filings |