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Asset Manager ← All Institutions

Koshinski Asset Management, Inc.

226 WEST ELDORADO STREET, DECATUR, IL 62522 • 217-425-6340

Q2 2025 · Filed 2025-07-29
Market Value
$1.3B
+12.6%
Holdings
705
+46
New Purchases
80
Added To
321
Closed
21
Reduced
228
Top 10 Concentration
23.6%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 1.61% 1.11% +0.50% $21M
AVGO 1.18% 0.80% +0.38% $16M
GENT 0.37% 0.00% +0.37% $5M
JNJ 0.97% 0.65% +0.32% $13M
MSFT 1.89% 1.58% +0.31% $25M
ESGV 0.26% 0.00% +0.26% $4M
SCHG 4.58% 4.38% +0.20% $61M
FEZ 0.46% 0.29% +0.17% $6M
EFV 0.17% 0.00% +0.17% $2M
META 0.60% 0.48% +0.11% $8M
STRL 0.11% 0.00% +0.11% $1M
QQQ 1.32% 1.22% +0.10% $18M
DIVI 0.95% 0.86% +0.09% $13M
VUG 1.16% 1.07% +0.09% $15M
NFLX 0.23% 0.15% +0.08% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.58% 3.12% -0.54% $34M
VTV 4.27% 4.66% -0.40% $57M
FBND 0.19% 0.49% -0.30% $3M
TOTL 1.61% 1.81% -0.19% $21M
UNH 0.26% 0.41% -0.16% $3M
ABBV 0.46% 0.60% -0.13% $6M
CVX 0.29% 0.39% -0.10% $4M
XLV 0.14% 0.23% -0.09% $2M
XLY 0.07% 0.16% -0.09% $947K
IEF 0.24% 0.32% -0.09% $3M
UPS 0.36% 0.44% -0.08% $5M
FI 0.10% 0.18% -0.08% $1M
XLE 0.24% 0.32% -0.07% $3M
PECO 0.10% 0.18% -0.07% $1M
XOM 0.37% 0.44% -0.07% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 67.5%
Technology 10.0%
Industrials 5.4%
Healthcare 3.6%
Consumer Defensive 3.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 65 $427M 32.3%
Large Cap 364 $627M 47.4%
Mid Cap 149 $184M 13.9%
Small Cap 82 $54M 4.1%
Micro Cap 45 $31M 2.3%

Portfolio Analytics

Avg Market Cap
$109.5B
Median Market Cap
$18.3B
Avg P/E
31.9
Median P/E
24.0
Avg Dividend Yield
0.03%
Avg Beta
0.89
# Stocks
334
# ETFs / Funds
371

Top Holdings (705 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 4.58% 2,076,826 $61M $29.21 $9M +18,849 +0.9%
2 VTV 4.27% 319,812 $57M $176.74 $2M +2,361 +0.7%
3 RDVY 2.58% 545,512 $34M $62.74 $3M +12,233 +2.3%
4 AAPL 2.58% 165,911 $34M $205.70 -$3M +778 +0.5%
5 MSFT 1.89% 50,270 $25M $497.41 $6M +933 +1.9%
6 TOTL 1.61% 533,103 $21M $40.11 $149K +6,086 +1.1%
7 NVDA 1.61% 135,010 $21M $157.99 $8M +14,440 +12.0%
8 SPY 1.53% 32,751 $20M $617.84 $2M -668 -2.0%
9 ITOT 1.51% 147,719 $20M $135.04 $2M +4,174 +2.9%
10 SCHM 1.46% 691,444 $19M $28.05 $2M +22,720 +3.4%
11 VB 1.41% 78,906 $19M $236.98 $2M +2,933 +3.9%
12 QQQ 1.32% 31,774 $18M $551.64 $3M +1,070 +3.5%
13 CGXU 1.30% 633,763 $17M $27.13 $2M +31,199 +5.2%
14 AMZN 1.28% 77,038 $17M $219.39 $2M +1,258 +1.7%
15 AVGO 1.18% 56,744 $16M $275.65 $6M +229 +0.4%
16 VUG 1.16% 34,906 $15M $438.40 $3M +1,083 +3.2%
17 SCHD 1.15% 577,002 $15M $26.50 $1M +68,493 +13.5%
18 IVV 1.00% 21,327 $13M $620.89 $969K -515 -2.4%
19 JNJ 0.97% 84,230 $13M $152.75 $5M +38,230 +83.1%
20 ADM 0.97% 243,416 $13M $52.78 $1M -2,680 -1.1%
21 DE 0.96% 25,013 $13M $508.49 $1M +426 +1.7%
22 DIVI 0.95% 353,793 $13M $35.64 $2M +43,466 +14.0%
23 JPM 0.74% 33,651 $10M $289.91 $2M +1,596 +5.0%
24 VTI 0.71% 31,152 $9M $303.93 $537K -1,343 -4.1%
25 VIG 0.69% 44,908 $9M $204.67 $1M +3,157 +7.6%
26 WMT 0.63% 85,794 $8M $97.78 $1M +1,903 +2.3%
27 JEPI 0.63% 147,429 $8M $56.85 $700K +12,991 +9.7%
28 VEA 0.61% 140,574 $8M $57.01 $619K -4,906 -3.4%
29 META 0.60% 10,679 $8M $738.10 $2M +792 +8.0%
30 RSP 0.59% 43,078 $8M $181.74 $598K +1,339 +3.2%
31 TRV 0.57% 28,451 $8M $267.54 $184K +363 +1.3%
32 PKW 0.57% 61,360 $8M $123.60 $1M +3,192 +5.5%
33 CAT 0.57% 19,288 $7M $388.21 $1M -98 -0.5%
34 VBR 0.55% 37,093 $7M $195.01 $449K +672 +1.9%
35 CGDV 0.54% 181,062 $7M $39.49 $1M +20,262 +12.6%
36 GLD 0.52% 22,504 $7M $304.83 $930K +1,925 +9.3%
37 COST 0.51% 6,848 $7M $989.87 $375K +77 +1.1%
38 TSLA 0.47% 19,537 $6M $317.67 $1M +651 +3.5%
39 FEZ 0.46% 103,067 $6M $59.73 $3M +39,702 +62.7%
40 ABBV 0.46% 33,028 $6M $185.62 -$890K -481 -1.4%
41 GOOGL 0.44% 33,383 $6M $176.23 $773K +337 +1.0%
42 CGGR 0.44% 144,694 $6M $40.65 $1M +10,094 +7.5%
43 CGMU 0.43% 213,256 $6M $26.69 $591K +23,060 +12.1%
44 SPYV 0.43% 107,876 $6M $52.34 $155K +355 +0.3%
45 GOOG 0.41% 30,551 $5M $177.39 $778K +843 +2.8%
46 CGGO 0.41% 168,991 $5M $31.97 $1M +14,375 +9.3%
47 AVK 0.40% 432,898 $5M $12.11 $349K +8,452 +2.0%
48 PG 0.39% 32,343 $5M $159.32 -$42K +1,860 +6.1%
49 XOM 0.37% 45,645 $5M $107.80 -$309K +1,674 +3.8%
50 GENT 0.37% 470,709 $5M $10.33 +470,709 NEW
51 DIS 0.37% 39,145 $5M $124.01 $1M +117 +0.3%
52 VCSH 0.36% 60,614 $5M $79.50 $66K +401 +0.7%
53 CSCO 0.36% 68,812 $5M $69.38 $451K -1,242 -1.8%
54 UPS 0.36% 47,281 $5M $100.94 -$416K +108 +0.2%
55 DLN 0.36% 57,810 $5M $82.14 $170K +131 +0.2%
56 GSLC 0.35% 38,560 $5M $121.38 $639K +1,850 +5.0%
57 VZ 0.35% 107,036 $5M $43.27 $3K +4,988 +4.9%
58 SPYG 0.35% 48,584 $5M $95.32 $744K +224 +0.5%
59 IYW 0.35% 26,449 $5M $173.27 $1M +2,039 +8.3%
60 AZO 0.34% 1,197 $4M $3,711.13 $619K +194 +19.3%
61 SCHF 0.34% 200,896 $4M $22.10 $587K +6,097 +3.1%
62 IEFA 0.33% 52,204 $4M $83.48 $523K +1,509 +3.0%
63 NOBL 0.33% 42,948 $4M $100.70 -$192K -1,259 -2.9%
64 VCIT 0.31% 49,980 $4M $82.92 $117K +722 +1.5%
65 ANET 0.31% 40,126 $4M $102.31 $968K -371 -0.9%
66 MMM 0.31% 26,636 $4M $152.24 $42K -693 -2.5%
67 SPDW 0.31% 100,142 $4M $40.49 $171K -6,527 -6.1%
68 VO 0.30% 14,413 $4M $279.83 $555K +962 +7.2%
69 SCHA 0.30% 157,258 $4M $25.30 $177K -4,985 -3.1%
70 SPIB 0.29% 115,617 $4M $33.58 -$199K -7,177 -5.8%
71 TXN 0.29% 18,455 $4M $207.62 $692K +982 +5.6%
72 XMMO 0.29% 29,653 $4M $128.63 $752K +2,733 +10.2%
73 CVX 0.29% 26,363 $4M $143.19 -$764K -767 -2.8%
74 FTLS 0.28% 56,181 $4M $66.28 $59K -1,011 -1.8%
75 BND 0.28% 50,082 $4M $73.63 -$65K -1,009 -2.0%
76 AMAT 0.28% 19,935 $4M $183.07 $598K -1,089 -5.2%
77 LLY 0.28% 4,673 $4M $779.55 $107K +391 +9.1%
78 JPIB 0.27% 74,080 $4M $48.62 -$96K -3,131 -4.1%
79 RSPT 0.27% 87,877 $4M $40.78 $551K -790 -0.9%
80 XLK 0.27% 13,959 $4M $253.23 $647K -25 -0.2%
81 ESGV 0.26% 32,005 $4M $109.64 +32,005 NEW
82 IVW 0.26% 31,231 $3M $110.10 $686K +1,576 +5.3%
83 AMGN 0.26% 12,314 $3M $279.20 -$83K +1,012 +8.9%
84 SCHB 0.26% 144,156 $3M $23.83 $238K -4,345 -2.9%
85 ABT 0.26% 25,123 $3M $136.01 $82K -16 -0.1%
86 BUFR 0.26% 106,656 $3M $31.80 $373K +4,990 +4.9%
87 UNH 0.26% 10,825 $3M $311.98 -$1M +1,546 +16.7%
88 HD 0.25% 9,107 $3M $366.66 $340K +924 +11.3%
89 BOND 0.25% 35,965 $3M $92.18 $251K +2,822 +8.5%
90 VTWO 0.24% 37,028 $3M $87.22 $356K +1,400 +3.9%
91 XLE 0.24% 38,028 $3M $84.81 -$518K -2,032 -5.1%
92 MDYV 0.24% 40,440 $3M $79.43 -$92K -2,445 -5.7%
93 PEP 0.24% 24,229 $3M $132.04 -$112K +2,149 +9.7%
94 IJR 0.24% 29,029 $3M $109.29 -$9K -1,400 -4.6%
95 IEF 0.24% 33,111 $3M $95.77 -$648K -6,930 -17.3%
96 V 0.24% 8,917 $3M $355.06 $121K +229 +2.6%
97 TBIL 0.24% 62,867 $3M $50.00 $1M +21,491 +51.9%
98 NFLX 0.23% 2,290 $3M $1,339.13 $1M +350 +18.0%
99 TFLO 0.23% 59,039 $3M $50.65 $910K +17,974 +43.8%
100 MA 0.23% 5,306 $3M $561.91 -$73K -267 -4.8%

New Positions

SymbolValue% Port
GENT $5M 0.37%
ESGV $4M 0.26%
EFV $2M 0.17%
STRL $1M 0.11%
JKHY $823K 0.06%
COOP $818K 0.06%
CTAS $747K 0.06%
HELO $698K 0.05%
SFM $659K 0.05%
VONG $653K 0.05%
PPC $615K 0.05%
HOOD $573K 0.04%
NNE $544K 0.04%
IBHF $514K 0.04%
GWW $509K 0.04%

Sold Out Positions

SymbolValue% Port
CMG —%
GPC —%
EFR —%
CMC —%
KMX —%
DOW —%
CTVA —%
SLB —%
TDY —%
LII —%
UNM —%
CRS —%
FTNT —%
GSY —%
PCT —%
View SEC EDGAR Filings for Koshinski Asset Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms