Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOSHINSKI ASSET MANAGEMENT INC | 01-29-2024 | 12-31-2023 | 972 | 658,792,941 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $25,781,110 | 134,064 | 0.00 | 0.00 | -40,498 | -23.20 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $22,064,699 | 289,829 | 0.00 | 0.00 | -2,787 | -0.95 | 12-31-2023 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | Liquidated | $0 | 0 | 0.00 | 0.00 | 35,326 | 9.79 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4 | $11,527,558 | 209,669 | 0.00 | 0.00 | 37,504 | 21.78 | 12-31-2023 |
