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| Koshinski Asset Management Inc-Dba IPI Asset Management Inc
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| |
|---|---|
| CRD # | 111872 |
| SEC # | 801-56878 |
| CIK # | 0001633389 |
| AUM | $2.1 BB (2024-03-24) |
| Employees | 81 (96% Investors, 77% Brokers) |
| Phone | 217-425-6340 |
| Address | 226 W Eldorado Decatur, IL 62522 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001633389 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 38.4 | |
| Microsoft Corp | 1,918,222.4 | 22.4 | |
| Archer Daniels Midland Co | 42,760.2 | 15.5 | |
| Amazon Com Inc | 1,092,997.8 | 14.9 | |
| Nvidia Corp | 399,550.0 | 14.6 | |
| Broadcom Inc | 201,282.9 | 11.9 | |
| Deere & Co | 94,490.3 | 8.7 | |
| Johnson & Johnson | 465,600.2 | 6.8 | |
| Tesla Motors Inc | 723,390.3 | 6.5 | |
| Alphabet Inc | 1,475,138.5 | 6.5 | |
| Caterpillar Inc | 99,975.7 | 6.5 | |
| United Parcel Service Inc | 157,208.0 | 6.3 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,379 | 0.8 |
| (b) Individuals (high net worth individuals) | 347 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.2 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,785 | 1.8 |
| By Discretionary | ||
| Discretionary | 7,584 | 1.6 |
| Non-Discretionary | 2,201 | 0.1 |
| Total | 9,785 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 9,785 | 1.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633389] |
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