Gerber Kawasaki Wealth & Investment Management
Latest statistics and disclosures from Gerber Kawasaki Wealth & Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQM, NVDA, SPYV, XLK, SPAB, and represent 25.09% of Gerber Kawasaki Wealth & Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IXUS (+$42M), SPYV (+$17M), XBI (+$16M), SOXX (+$15M), QQQM (+$15M), SPAB (+$15M), SPBO (+$8.6M), LGLV (+$8.0M), SPSM (+$5.9M), XAR (+$5.7M).
- Started 55 new stock positions in SRE, IEF, ABT, TCAF, IYW, TSM, VXUS, DFIV, SCHA, ELF.
- Reduced shares in these 10 stocks: CWI (-$33M), NVDA (-$16M), LIT (-$15M), PBE (-$14M), TSLA (-$12M), SCHD (-$8.1M), JPST (-$6.4M), GBIL (-$6.4M), ICLN (-$5.1M), IHI.
- Sold out of its positions in ARKF, ALB, CBOE, Canoo Inc Com Cl A, CNK, CCI, ENPH, FTXN, CTEC, GROY.
- Gerber Kawasaki Wealth & Investment Management was a net buyer of stock by $109M.
- Gerber Kawasaki Wealth & Investment Management has $1.9B in assets under management (AUM), dropping by 26.04%.
- Central Index Key (CIK): 0001666736
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Gerber Kawasaki Wealth & Investment Management holds 284 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 7.0 | $129M | +13% | 708k | 182.69 |
|
NVIDIA Corporation (NVDA) | 6.1 | $113M | -12% | 125k | 903.56 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.4 | $81M | +26% | 1.6M | 50.10 |
|
Select Sector Spdr Tr Technology (XLK) | 4.2 | $78M | 375k | 208.27 |
|
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 3.4 | $64M | +29% | 2.5M | 25.28 |
|
Apple (AAPL) | 3.4 | $62M | +4% | 364k | 171.48 |
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Tesla Motors (TSLA) | 3.2 | $58M | -16% | 332k | 175.79 |
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Microsoft Corporation (MSFT) | 3.0 | $56M | +5% | 133k | 420.72 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.9 | $53M | -13% | 659k | 80.63 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.6 | $48M | +8% | 325k | 147.73 |
|
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 2.5 | $46M | +21% | 294k | 155.74 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 2.3 | $42M | +11% | 228k | 183.89 |
|
Ishares Tr Core Msci Total (IXUS) | 2.3 | $42M | NEW | 614k | 67.86 |
|
Select Sector Spdr Tr Financial (XLF) | 2.1 | $38M | +7% | 902k | 42.12 |
|
Alphabet Cap Stk Cl C (GOOG) | 1.9 | $35M | +8% | 229k | 152.26 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.7 | $32M | +11% | 431k | 73.15 |
|
MGM Resorts International. (MGM) | 1.7 | $31M | +3% | 658k | 47.21 |
|
Amazon (AMZN) | 1.4 | $27M | 148k | 180.38 |
|
|
Spdr Ser Tr Portfolio Crport (SPBO) | 1.4 | $25M | +51% | 873k | 29.11 |
|
Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.4 | $25M | +5% | 781k | 32.50 |
|
Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.3 | $25M | -8% | 779k | 31.99 |
|
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.3 | $24M | +26% | 969k | 24.87 |
|
Select Sector Spdr Tr Communication (XLC) | 1.2 | $23M | +11% | 283k | 81.66 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.2 | $23M | +34% | 533k | 43.04 |
|
Netflix (NFLX) | 1.2 | $23M | -4% | 37k | 607.33 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.9 | $18M | +840% | 184k | 94.89 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.9 | $17M | +738% | 76k | 225.92 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $17M | +30% | 216k | 76.36 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $17M | +51% | 31k | 525.74 |
|
Walt Disney Company (DIS) | 0.9 | $16M | +2% | 134k | 122.36 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.8 | $15M | +44% | 284k | 53.34 |
|
Advisorshares Tr Gerber Kawasaki (GK) | 0.8 | $15M | +23% | 720k | 20.80 |
|
Home Depot (HD) | 0.8 | $15M | 38k | 383.61 |
|
|
Vici Pptys (VICI) | 0.8 | $14M | +5% | 485k | 29.79 |
|
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.7 | $14M | +28% | 415k | 32.87 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $14M | -25% | 232k | 58.59 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $13M | -33% | 256k | 50.45 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.7 | $13M | +44% | 132k | 95.20 |
|
Spdr Ser Tr Aerospace Def (XAR) | 0.7 | $13M | +84% | 89k | 140.51 |
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.7 | $12M | +46% | 418k | 28.92 |
|
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.7 | $12M | +28% | 254k | 47.44 |
|
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.6 | $12M | +14% | 95k | 125.96 |
|
Novo-nordisk A S Adr (NVO) | 0.6 | $12M | +63% | 92k | 128.40 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $12M | +15% | 22k | 523.07 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $12M | -3% | 26k | 444.01 |
|
Ishares Msci World Etf (URTH) | 0.6 | $11M | +11% | 78k | 144.91 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $11M | -4% | 130k | 83.58 |
|
Blackstone Group Inc Com Cl A (BX) | 0.5 | $9.0M | +5% | 69k | 131.37 |
|
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.5 | $9.0M | -78% | 316k | 28.40 |
|
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $8.8M | +9% | 80k | 110.05 |
|
Spdr Ser Tr S&p Semicndctr (XSD) | 0.5 | $8.6M | +26% | 37k | 232.11 |
|
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.4 | $8.2M | -16% | 180k | 45.20 |
|
Lennar Corp Cl A (LEN) | 0.4 | $8.1M | +37% | 47k | 171.98 |
|
Lpl Financial Holdings (LPLA) | 0.4 | $7.6M | +62% | 29k | 264.21 |
|
Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $7.0M | -16% | 61k | 115.77 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $6.3M | +14% | 42k | 150.93 |
|
Ishares Tr National Mun Etf (MUB) | 0.3 | $6.3M | +34% | 58k | 107.60 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.3 | $6.2M | +45% | 262k | 23.83 |
|
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $6.2M | -3% | 216k | 28.80 |
|
Uber Technologies (UBER) | 0.3 | $6.2M | +214% | 81k | 76.99 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $6.2M | +11% | 192k | 32.23 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $5.9M | +3% | 149k | 39.81 |
|
Spdr Ser Tr S&p Homebuild (XHB) | 0.3 | $5.9M | -22% | 53k | 111.59 |
|
Steel Dynamics (STLD) | 0.3 | $5.8M | +22% | 39k | 148.23 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.5M | 21k | 259.91 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.2M | 12k | 420.52 |
|
|
Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $5.0M | +9% | 160k | 31.16 |
|
Docusign (DOCU) | 0.3 | $4.7M | -12% | 79k | 59.55 |
|
Nutanix Cl A (NTNX) | 0.3 | $4.6M | NEW | 75k | 61.72 |
|
Oracle Corporation (ORCL) | 0.2 | $4.4M | +41% | 35k | 125.61 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $4.4M | -7% | 14k | 320.59 |
|
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.2 | $4.2M | -4% | 146k | 28.91 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $3.9M | +1103% | 42k | 94.62 |
|
Meta Platforms Cl A (META) | 0.2 | $3.8M | +2% | 7.9k | 485.64 |
|
Prologis (PLD) | 0.2 | $3.7M | +3% | 29k | 130.22 |
|
Hashicorp Com Cl A (HCP) | 0.2 | $3.6M | 135k | 26.95 |
|
|
Invesco Exchange Traded Fd T Dynmc Biotech (PBE) | 0.2 | $3.5M | -80% | 54k | 64.72 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.5M | -17% | 36k | 97.94 |
|
Global X Fds Fintech Etf (FINX) | 0.2 | $3.4M | -21% | 123k | 27.86 |
|
Lululemon Athletica (LULU) | 0.2 | $3.3M | +344% | 8.4k | 390.65 |
|
Gold Tr Ishares New (IAU) | 0.2 | $3.2M | -14% | 76k | 42.01 |
|
Ishares Tr Ishares Biotech (IBB) | 0.2 | $3.1M | -7% | 22k | 137.22 |
|
Deere & Company (DE) | 0.2 | $3.1M | -57% | 7.5k | 410.78 |
|
Zoetis Cl A (ZTS) | 0.2 | $3.1M | -2% | 18k | 169.21 |
|
Northrop Grumman Corporation (NOC) | 0.2 | $2.9M | -27% | 6.1k | 478.69 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $2.9M | NEW | 47k | 61.53 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.8M | +3% | 2.9k | 970.53 |
|
Advanced Micro Devices (AMD) | 0.2 | $2.8M | +64% | 16k | 180.49 |
|
Costco Wholesale Corporation (COST) | 0.1 | $2.7M | +17% | 3.6k | 732.75 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.6M | +82% | 5.4k | 480.76 |
|
JPMorgan Chase & Co. (JPM) | 0.1 | $2.6M | -4% | 13k | 200.30 |
|
Trane Technologies SHS (TT) | 0.1 | $2.6M | +37% | 8.7k | 300.23 |
|
Qualcomm (QCOM) | 0.1 | $2.6M | -9% | 15k | 169.31 |
|
Nextera Energy (NEE) | 0.1 | $2.4M | -62% | 38k | 63.91 |
|
Las Vegas Sands (LVS) | 0.1 | $2.4M | -23% | 46k | 51.70 |
|
Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $2.4M | 25k | 95.65 |
|
|
Global X Fds Us Pfd Etf (PFFD) | 0.1 | $2.3M | -8% | 116k | 20.16 |
|
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $2.3M | -41% | 50k | 45.37 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.2M | +45% | 11k | 210.30 |
|
Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.2M | +7% | 17k | 131.93 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.1M | -3% | 12k | 169.37 |
|
ON Semiconductor (ON) | 0.1 | $2.0M | -46% | 27k | 73.55 |
|
Amgen (AMGN) | 0.1 | $1.9M | +103% | 6.9k | 284.34 |
|
Palo Alto Networks (PANW) | 0.1 | $1.9M | +6% | 6.7k | 284.13 |
|
Axon Enterprise (AXON) | 0.1 | $1.9M | +6% | 6.0k | 312.88 |
|
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 0.1 | $1.9M | NEW | 48k | 39.11 |
|
Samsara Com Cl A (IOT) | 0.1 | $1.8M | -42% | 48k | 37.79 |
|
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $1.8M | -3% | 64k | 28.18 |
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.7M | -9% | 33k | 51.06 |
|
Visa Com Cl A (V) | 0.1 | $1.6M | -6% | 5.8k | 279.09 |
|
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) | 0.1 | $1.6M | -14% | 37k | 42.49 |
|
Fs Kkr Capital Corp (FSK) | 0.1 | $1.6M | +66% | 81k | 19.07 |
|
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $1.5M | +2% | 26k | 59.68 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | 3.0k | 504.60 |
|
|
Thermo Fisher Scientific (TMO) | 0.1 | $1.5M | -40% | 2.6k | 581.35 |
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Eli Lilly & Co. (LLY) | 0.1 | $1.5M | -37% | 1.9k | 777.97 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | -4% | 3.2k | 454.97 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.4M | -81% | 14k | 100.89 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.4M | -8% | 7.8k | 182.62 |
|
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $1.3M | -38% | 6.6k | 204.16 |
|
Shopify Cl A (SHOP) | 0.1 | $1.3M | -20% | 17k | 77.17 |
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Global X Fds Lithium Btry Etf (LIT) | 0.1 | $1.3M | -91% | 29k | 45.29 |
|
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $1.3M | -5% | 14k | 93.72 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | -2% | 3.7k | 344.25 |
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Progyny (PGNY) | 0.1 | $1.2M | -12% | 33k | 38.15 |
|
Ziprecruiter Cl A (ZIP) | 0.1 | $1.2M | -28% | 103k | 11.49 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | -13% | 5.7k | 205.72 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.1M | 11k | 109.17 |
|
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Starbucks Corporation (SBUX) | 0.1 | $1.1M | -10% | 12k | 91.40 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.0M | +14% | 9.1k | 114.97 |
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $999k | -6% | 49k | 20.30 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $999k | +14% | 9.0k | 110.52 |
|
Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $975k | +142% | 97k | 10.01 |
|
Procter & Gamble Company (PG) | 0.0 | $910k | +7% | 5.6k | 162.26 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $888k | +97% | 21k | 42.55 |
|
Broadcom (AVGO) | 0.0 | $887k | -8% | 669.00 | 1325.55 |
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Nike CL B (NKE) | 0.0 | $874k | -68% | 9.3k | 93.99 |
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Ishares Tr Expanded Tech (IGV) | 0.0 | $866k | +387% | 10k | 85.27 |
|
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $854k | NEW | 25k | 34.68 |
|
Merck & Co (MRK) | 0.0 | $842k | -4% | 6.4k | 131.95 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $839k | -51% | 26k | 32.69 |
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Chevron Corporation (CVX) | 0.0 | $811k | +10% | 5.1k | 157.74 |
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Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $752k | -87% | 54k | 13.98 |
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Innovative Industria A (IIPR) | 0.0 | $733k | -7% | 7.1k | 103.54 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $723k | NEW | 12k | 62.06 |
|
Bank of America Corporation (BAC) | 0.0 | $712k | +32% | 19k | 37.92 |
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Digital Realty Trust (DLR) | 0.0 | $709k | +163% | 4.9k | 144.05 |
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Electronic Arts (EA) | 0.0 | $704k | -19% | 5.3k | 132.68 |
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Ishares Tr Broad Usd High (USHY) | 0.0 | $698k | NEW | 19k | 36.59 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $695k | -72% | 18k | 39.53 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $675k | +4% | 4.1k | 162.86 |
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Abbvie (ABBV) | 0.0 | $656k | -38% | 3.6k | 182.14 |
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Exxon Mobil Corporation (XOM) | 0.0 | $647k | +30% | 5.6k | 116.26 |
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Genuine Parts Company (GPC) | 0.0 | $647k | -18% | 4.2k | 154.95 |
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Regeneron Pharmaceuticals (REGN) | 0.0 | $647k | NEW | 672.00 | 962.49 |
|
Procore Technologies (PCOR) | 0.0 | $637k | -39% | 7.8k | 82.17 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $633k | -51% | 4.8k | 131.24 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $616k | +9% | 10k | 61.05 |
|
salesforce (CRM) | 0.0 | $606k | -30% | 2.0k | 301.18 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $605k | +434% | 10k | 60.74 |
|
American Centy Etf Tr Diversified Mu (TAXF) | 0.0 | $565k | NEW | 11k | 50.55 |
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Pfizer (PFE) | 0.0 | $562k | -20% | 20k | 27.75 |
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UnitedHealth (UNH) | 0.0 | $562k | +13% | 1.1k | 495.11 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $559k | +3% | 6.6k | 84.44 |
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Texas Instruments Incorporated (TXN) | 0.0 | $558k | -5% | 3.2k | 174.26 |
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Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $547k | -51% | 21k | 25.62 |
|
Wal-Mart Stores (WMT) | 0.0 | $544k | +224% | 9.0k | 60.17 |
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Roblox Corp Cl A (RBLX) | 0.0 | $540k | -17% | 14k | 38.18 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $539k | -3% | 1.4k | 399.09 |
|
Super Micro Computer (SMCI) | 0.0 | $529k | NEW | 524.00 | 1010.03 |
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Ishares Bitcoin Tr SHS | 0.0 | $526k | NEW | 13k | 40.47 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $524k | 5.6k | 92.74 |
|
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Iron Mountain (IRM) | 0.0 | $509k | 6.3k | 80.22 |
|
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Arista Networks (ANET) | 0.0 | $508k | NEW | 1.8k | 289.98 |
|
Global X Fds 1-3 Month T-bill (CLIP) | 0.0 | $505k | NEW | 20k | 25.12 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $492k | +40% | 938.00 | 524.77 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $491k | 5.6k | 87.42 |
|
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Caterpillar (CAT) | 0.0 | $484k | -18% | 1.3k | 366.68 |
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Johnson & Johnson (JNJ) | 0.0 | $467k | -30% | 3.0k | 158.21 |
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United Rentals (URI) | 0.0 | $467k | 647.00 | 721.25 |
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Ishares Core Msci Emkt (IEMG) | 0.0 | $460k | -16% | 8.9k | 51.61 |
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MercadoLibre (MELI) | 0.0 | $442k | -26% | 292.00 | 1511.96 |
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First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.0 | $436k | -5% | 10k | 42.88 |
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $435k | +19% | 11k | 40.71 |
|
American Express Company (AXP) | 0.0 | $435k | +3% | 1.9k | 227.77 |
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $432k | -13% | 11k | 40.50 |
|
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $425k | NEW | 15k | 28.23 |
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General Dynamics Corporation (GD) | 0.0 | $425k | 1.5k | 282.60 |
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On Hldg Namen Akt A (ONON) | 0.0 | $420k | -23% | 12k | 35.38 |
|
Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $417k | NEW | 4.9k | 84.54 |
|
Target Corporation (TGT) | 0.0 | $414k | -30% | 2.3k | 177.23 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $413k | NEW | 1.4k | 288.06 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $412k | +6% | 4.2k | 97.53 |
|
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $408k | NEW | 6.5k | 63.17 |
|
Pepsi (PEP) | 0.0 | $407k | +11% | 2.3k | 175.01 |
|
Pure Storage Cl A (PSTG) | 0.0 | $400k | 7.7k | 51.99 |
|
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Mastercard Incorporated Cl A (MA) | 0.0 | $395k | -5% | 820.00 | 481.85 |
|
Sba Communications Corp Cl A (SBAC) | 0.0 | $387k | 1.8k | 216.81 |
|
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Coca-Cola Company (KO) | 0.0 | $383k | -6% | 6.3k | 61.19 |
|
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $381k | +8% | 9.2k | 41.59 |
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $369k | NEW | 6.5k | 56.98 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $364k | -4% | 7.3k | 50.17 |
|
Intel Corporation (INTC) | 0.0 | $358k | -20% | 8.1k | 44.17 |
|
Verizon Communications (VZ) | 0.0 | $353k | +19% | 8.4k | 41.96 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $351k | NEW | 3.2k | 108.95 |
|
Cloudflare Cl A Com (NET) | 0.0 | $351k | NEW | 3.6k | 96.83 |
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $350k | NEW | 8.6k | 40.90 |
|
Moderna (MRNA) | 0.0 | $344k | +3% | 3.2k | 106.56 |
|
Flexshares Tr Iboxx 3r Targt (TDTT) | 0.0 | $342k | -33% | 14k | 23.75 |
|
Microstrategy Cl A New (MSTR) | 0.0 | $338k | NEW | 198.00 | 1704.56 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $334k | -12% | 1.5k | 228.60 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $327k | -6% | 970.00 | 337.37 |
|
Nuveen Build Amer Bd (NBB) | 0.0 | $327k | +24% | 21k | 15.32 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $326k | +18% | 2.0k | 164.96 |
|
Danaher Corporation (DHR) | 0.0 | $319k | +11% | 1.3k | 249.83 |
|
McDonald's Corporation (MCD) | 0.0 | $317k | +14% | 1.1k | 282.10 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $316k | NEW | 1.9k | 164.36 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $316k | NEW | 5.2k | 60.31 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $315k | +22% | 1.7k | 186.88 |
|
Servicenow (NOW) | 0.0 | $313k | -13% | 411.00 | 762.40 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $311k | NEW | 3.0k | 103.79 |
|
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) | 0.0 | $310k | NEW | 7.6k | 40.57 |
|
Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $302k | NEW | 8.2k | 36.75 |
|
Waste Management (WM) | 0.0 | $298k | -4% | 1.4k | 213.29 |
|
Snap Cl A (SNAP) | 0.0 | $295k | -9% | 26k | 11.48 |
|
Anthem (ELV) | 0.0 | $293k | 564.00 | 519.07 |
|
|
Capital Group Fixed Income E Core Plus Incm (CGCP) | 0.0 | $284k | NEW | 13k | 22.46 |
|
Deckers Outdoor Corporation (DECK) | 0.0 | $282k | -30% | 300.00 | 941.26 |
|
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $281k | NEW | 1.0k | 270.62 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $280k | -3% | 1.0k | 270.92 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $275k | NEW | 691.00 | 397.88 |
|
American Tower Reit (AMT) | 0.0 | $273k | -10% | 1.4k | 197.66 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $271k | +8% | 1.1k | 249.91 |
|
Colgate-Palmolive Company (CL) | 0.0 | $270k | -10% | 3.0k | 90.05 |
|
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $268k | 4.2k | 64.15 |
|
|
CSX Corporation (CSX) | 0.0 | $267k | +3% | 7.2k | 37.07 |
|
IDEXX Laboratories (IDXX) | 0.0 | $266k | -4% | 493.00 | 539.93 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $262k | NEW | 1.9k | 136.06 |
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $260k | -47% | 498.00 | 522.88 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $257k | +2% | 11k | 23.01 |
|
Kroger (KR) | 0.0 | $256k | -8% | 4.5k | 57.14 |
|
Abbott Laboratories (ABT) | 0.0 | $254k | NEW | 2.2k | 113.68 |
|
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.0 | $253k | -39% | 5.0k | 50.46 |
|
T Rowe Price Etf Cap Appreciation (TCAF) | 0.0 | $252k | NEW | 8.4k | 30.23 |
|
Sempra Energy (SRE) | 0.0 | $251k | NEW | 3.5k | 71.85 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $247k | 1.2k | 206.00 |
|
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $246k | -15% | 2.4k | 100.57 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $241k | -37% | 6.7k | 35.84 |
|
Boeing Company (BA) | 0.0 | $240k | -13% | 1.2k | 192.99 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $237k | NEW | 684.00 | 347.02 |
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $231k | NEW | 3.7k | 62.34 |
|
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.0 | $230k | NEW | 6.0k | 38.19 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $229k | NEW | 1.9k | 121.01 |
|
J.B. Hunt Transport Services (JBHT) | 0.0 | $228k | -7% | 1.1k | 199.26 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $225k | NEW | 2.0k | 115.35 |
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $223k | NEW | 3.9k | 57.55 |
|
Cisco Systems (CSCO) | 0.0 | $219k | -14% | 4.4k | 49.91 |
|
BlackRock (BLK) | 0.0 | $216k | NEW | 258.00 | 835.90 |
|
Union Pacific Corporation (UNP) | 0.0 | $214k | -12% | 868.00 | 246.19 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $211k | -43% | 5.8k | 36.20 |
|
Republic Services (RSG) | 0.0 | $210k | NEW | 1.1k | 191.44 |
|
Elf Beauty (ELF) | 0.0 | $208k | NEW | 1.1k | 196.03 |
|
3M Company (MMM) | 0.0 | $205k | -22% | 1.9k | 106.08 |
|
Huntington Ingalls Inds (HII) | 0.0 | $204k | NEW | 700.00 | 291.79 |
|
Honeywell International (HON) | 0.0 | $202k | NEW | 984.00 | 205.31 |
|
Coinbase Global Com Cl A (COIN) | 0.0 | $201k | NEW | 759.00 | 265.12 |
|
General Electric Com New (GE) | 0.0 | $200k | NEW | 1.1k | 175.58 |
|
Applied Materials (AMAT) | 0.0 | $198k | NEW | 958.00 | 206.28 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $163k | NEW | 1.7k | 94.69 |
|
Goldman Sachs (GS) | 0.0 | $160k | NEW | 382.00 | 418.23 |
|
BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $147k | 15k | 9.79 |
|
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $139k | -70% | 2.1k | 65.67 |
|
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $125k | -50% | 11k | 11.02 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $114k | NEW | 844.00 | 135.12 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $106k | NEW | 2.2k | 49.24 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $104k | NEW | 578.00 | 179.26 |
|
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $100k | -53% | 14k | 7.19 |
|
Prospect Capital Corporation (PSEC) | 0.0 | $75k | +6% | 14k | 5.52 |
|
Figs Cl A (FIGS) | 0.0 | $75k | -21% | 15k | 4.98 |
|
Sherwin-Williams Company (SHW) | 0.0 | $41k | NEW | 116.00 | 349.01 |
|
Innovid Corp Common Stock (CTV) | 0.0 | $34k | 14k | 2.49 |
|
|
Precigen (PGEN) | 0.0 | $16k | 11k | 1.45 |
|
|
Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $12k | 10k | 1.16 |
|
|
Collective Audience Incorporated (CAUD) | 0.0 | $6.3k | NEW | 10k | 0.63 |
|
Past Filings by Gerber Kawasaki Wealth & Investment Management
SEC 13F filings are viewable for Gerber Kawasaki Wealth & Investment Management going back to 2015
- Gerber Kawasaki Wealth & Investment Management 2024 Q1 filed May 14, 2024
- Gerber Kawasaki Wealth & Investment Management 2023 Q3 filed Nov. 14, 2023
- Gerber Kawasaki Wealth & Investment Management 2023 Q2 filed Aug. 10, 2023
- Gerber Kawasaki Wealth & Investment Management 2023 Q1 restated filed May 17, 2023
- Gerber Kawasaki Wealth & Investment Management 2023 Q1 filed May 15, 2023
- Gerber Kawasaki Wealth & Investment Management 2022 Q4 filed Feb. 8, 2023
- Gerber Kawasaki Wealth & Investment Management 2022 Q3 filed Nov. 15, 2022
- Gerber Kawasaki Wealth & Investment Management 2022 Q2 filed Aug. 4, 2022
- Gerber Kawasaki Wealth & Investment Management 2022 Q1 filed May 12, 2022
- Gerber Kawasaki Wealth & Investment Management 2021 Q4 filed Feb. 11, 2022
- Gerber Kawasaki Wealth & Investment Management 2021 Q3 filed Nov. 15, 2021
- Gerber Kawasaki Wealth & Investment Management 2021 Q2 filed Aug. 11, 2021
- Gerber Kawasaki Wealth & Investment Management 2021 Q1 filed May 7, 2021
- Gerber Kawasaki Wealth & Investment Management 2020 Q4 filed Feb. 9, 2021
- Gerber Kawasaki Wealth & Investment Management 2020 Q3 filed Nov. 2, 2020
- Gerber Kawasaki Wealth & Investment Management 2020 Q2 filed Aug. 10, 2020