Koshinski-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "NVR",
  null,
  "POOL",
  null,
  null,
  null,
  null,
  "AFG",
  "AKAM",
  "HUM",
  "RF",
  "ARI",
  "ATR",
  "SNOW",
  "MU",
  "NVG",
  null,
  "ZS",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MAIN",
  null,
  null,
  "ALL",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  "JFR",
  "JQC",
  null,
  null,
  "SCHH",
  null,
  "T",
  null,
  "ADX",
  "VFL",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "ARCC",
  "BBDC",
  "WRB",
  null,
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "CRS",
  null,
  null,
  "CMI",
  null,
  "PECO",
  "NUV",
  "D",
  "DEA",
  "NAD",
  "NNDM",
  "EFT",
  null,
  null,
  "PDI",
  null,
  null,
  null,
  null,
  "EOG",
  "FFIV",
  "FFA",
  null,
  null,
  "FCX",
  "CION",
  "PFN",
  "FITB",
  "IBKR",
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  "AVK",
  null,
  "HON",
  "HD",
  "BCV",
  "CWD",
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  null,
  null,
  "FTF",
  null,
  null,
  "UNP",
  "FT",
  "QCOM",
  null,
  null,
  "FSCO",
  null,
  "ISRG",
  null,
  "HFRO",
  "HUBS",
  "EMXC",
  "HWM",
  null,
  "ITW",
  null,
  "AMAT",
  "INVZ",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVT",
  null,
  "ONDS",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BBN",
  "RNP",
  null,
  null,
  null,
  "NUW",
  "HPF",
  null,
  "KNSL",
  null,
  null,
  "PIM",
  "LHX",
  null,
  null,
  null,
  "UUUU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  null,
  "PWR",
  null,
  "MA",
  "MSFT",
  "MS",
  "DX",
  "TMUS",
  "FICO",
  null,
  "GE",
  "GPC",
  "NTRS",
  "HIG",
  "NVS",
  "OXY",
  null,
  null,
  "OMC",
  null,
  "ADM",
  "DLN",
  "HSY",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  null,
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  "IRT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  null,
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "MRCC",
  "IYR",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  null,
  "LPLA",
  "MKC",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  null,
  "DGX",
  "PPG",
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  "BP",
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TFC",
  "TRV",
  "UBER",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "RCL",
  "SNEX",
  "VOE",
  "SCHW",
  "PCT",
  "MDU",
  "AB",
  "SPH",
  null,
  null,
  null,
  null,
  "VWO",
  null,
  "KYN",
  null,
  null,
  "PRF",
  null,
  "VCIT",
  null,
  null,
  null,
  "EFR",
  "TY",
  "VIG",
  "NMAI",
  "TTE",
  null,
  "TEF",
  "TSCO",
  null,
  "FLC",
  "PML",
  null,
  null,
  "BKN",
  "XLB",
  "MTD",
  "IEF",
  null,
  "TSM",
  "LRN",
  null,
  null,
  null,
  "ETR",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "EW",
  "VRSK",
  "VRT",
  "LECO",
  "ONB",
  "MSM",
  "ADSK",
  "AMCR",
  "AEE",
  null,
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "WSO",
  "F",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "GSLC",
  "AEP",
  "SGOL",
  "HGBL",
  null,
  null,
  "KNF",
  null,
  "FDS",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  "PFG",
  null,
  null,
  null,
  null,
  null,
  null,
  "BBCA",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "BLV",
  null,
  "MGK",
  null,
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VTV",
  "V",
  "WMT",
  "WCC",
  "WFC",
  "WELL",
  "WPM",
  null,
  null,
  null,
  null,
  null,
  null,
  "XHR",
  "XEL",
  "WDAY",
  "YUM",
  "XYL",
  null,
  "SOLV",
  "ADC",
  null,
  "LNT",
  null,
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "LVS",
  "EIX",
  "NSC",
  "JCI",
  "NZF",
  null,
  "SO",
  "TFII",
  null,
  null,
  "PSX",
  "ROL",
  "CRM",
  "RVTY",
  null,
  null,
  "TDY",
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  "LII",
  null,
  "IXUS",
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "OLED",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  "PSA",
  null,
  "NUE",
  null,
  null,
  "FDX",
  null,
  null,
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BDX",
  "BA",
  "BMY",
  "BTI",
  "BR",
  "CNI",
  "CARR",
  "CDW",
  "CASY",
  null,
  "CVX",
  "CINF",
  "CMG",
  "CHD",
  "CSCO",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CMC",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CUZ",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "FANG",
  "DAL",
  "RSP",
  null,
  "EFA",
  "ADI",
  "VMC",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 630
Total Value: 1177098548
Accession Number: 0001062993-25-007987
Form Type: 13F-HR
CIK: koshinski-asset-management
Manager Name: Koshinski-Asset-Management

Data Enrichment

64% identified

401 identified229 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

630 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 32

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EXXON MOBIL CORP

XOM|30231G102

Shares:44.0K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:30.5K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:47.2K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:33.0K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.2B)

14020Y201

Shares:190.2K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.2B)

Tesla, Inc.

TSLA|88160R101

Shares:18.9K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

ADVENT CONVERTIBLE & INCOME FUND

AVK|00764C109

Shares:424.4K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:9.3K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

92206C409

Shares:60.2K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:29.7K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:102.0K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

14020G101

Shares:134.6K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

97717W307

DLN|97717W307

Shares:57.7K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

CHEVRON CORP

CVX|166764100

Shares:27.1K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

74348A467

Shares:44.2K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

14020X104

Shares:154.6K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:70.1K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

78464A375

Shares:122.8K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

381430503

GSLC|381430503

Shares:36.7K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

92206C870

VCIT|92206C870

Shares:49.3K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	44.0K	QoQ -0.14% (-66) YoY +9.74% (+3.9K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.2B)	QoQ +10.39% (-$492.4K) YoY +12.28% (+$572.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	30.5K	QoQ +6.28% (+1.8K) YoY +4.31% (+1.3K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.2B)	QoQ +8.04% (+$386.8K) YoY +9.56% (+$453.7K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	47.2K	QoQ +0.87% (-409) YoY +0.30% (-142)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.2B)	QoQ -12.01% (-$708.3K) YoY -25.77% (-$1.8M)
Alphabet Inc.(GOOGLcusip02079K305)	33.0K	QoQ +0.37% (-124) YoY -11.31% (-4.2K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.2B)	QoQ -18.00% (-$1.1M) YoY -9.13% (-$513.6K)
(cusip14020Y201)✕	190.2K	QoQ -0.49% (-950) YoY +41.85% (+56.1K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.2B)	QoQ -0.86% (-$44.6K) YoY +40.85% (+$1.5M)
Tesla, Inc.(TSLAcusip88160R101)	18.9K	QoQ -13.87% (-3.0K) YoY -24.75% (-6.2K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -44.73% (-$4.0M) YoY +10.93% (-$482.6K)
ADVENT CONVERTIBLE & INCOME FUND(AVKcusip00764C109)	424.4K	QoQ +4.80% (+19.4K) YoY +42.72% (+127.1K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ +2.66% (+$127.1K) YoY +37.82% (+$1.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	9.3K	QoQ +4.30% (+383) YoY +6.55% (+571)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ +7.99% (+$359.7K) YoY +12.81% (+$552.2K)
(cusip92206C409)✕	60.2K	QoQ -5.34% (-3.4K) YoY -24.57% (-19.6K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ -4.22% (-$209.4K) YoY -22.98% (-$1.4M)
Alphabet Inc.(GOOGcusip02079K107)	29.7K	QoQ +1.20% (-355) YoY +6.38% (+1.8K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ -16.97% (-$948.6K) YoY +9.16% (+$389.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	102.0K	QoQ +1.92% (+1.9K) YoY -4.45% (-4.8K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ +15.61% (+$625.1K) YoY +3.28% (-$147.3K)
(cusip14020G101)✕	134.6K	QoQ +22.01% (+24.3K) YoY +143.70% (+79.4K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ +12.42% (+$509.7K) YoY +160.92% (+$2.8M)
(DLNcusip97717W307)	57.7K	QoQ +0.01% (+10) YoY -21.05% (-15.4K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ +2.04% (+$91.9K) YoY -13.20% (-$696.4K)
CHEVRON CORP(CVXcusip166764100)	27.1K	QoQ +3.17% (+834) YoY +5.26% (+1.4K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ +19.15% (+$729.7K) YoY +11.63% (+$473.2K)
(cusip74348A467)✕	44.2K	QoQ -4.84% (-2.3K) YoY -36.68% (-25.6K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ -2.33% (-$107.8K) YoY -36.20% (-$2.6M)
(cusip14020X104)✕	154.6K	QoQ +23.17% (+29.1K) YoY +196.05% (+102.4K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ +19.42% (+$712.5K) YoY +191.22% (+$2.9M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	70.1K	QoQ -4.78% (-3.5K) YoY -17.90% (-15.3K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -0.74% (-$32.5K) YoY +1.50% (-$64.1K)
(cusip78464A375)✕	122.8K	QoQ +11.62% (+12.8K) YoY +5.07% (+5.9K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ +13.25% (+$477.8K) YoY +6.84% (+$261.4K)
(GSLCcusip381430503)	36.7K	QoQ 0.00% (-2) YoY +84.92% (+16.9K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ -4.43% (-$187.5K) YoY +96.13% (+$2.0M)
(VCITcusip92206C870)	49.3K	QoQ +1.86% (+900) YoY +99.16% (+24.5K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ +3.75% (+$145.7K) YoY +102.26% (+$2.0M)