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 TSLA, QQQM, NVDA, XLK, AAPL, and represent 25.48% of Gerber Kawasaki Wealth & Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SPBO (+$15M), RSPR (+$9.2M), SPAB (+$6.6M), CWI (+$6.4M), SPYV (+$5.2M), PWZ, CGGO, LGLV, NVO, SPSM.
- Started 11 new stock positions in ABNB, IOT, MMC, FAUG, TT, RSPR, DNA, GPC, MA, ONON. Pavmed.
- Reduced shares in these 10 stocks: SPIB (-$11M), XLRE (-$7.9M), , TSLA, NEE, TAN, GBIL, LIT, CTEC, DIS.
- Sold out of its positions in Activision Blizzard, ANET, MODG, DAL, DSEP, F, BNOV, DGRO, OTLY, WOOF. PL, ROM, SPGI, VYM, NEGG.
- Gerber Kawasaki Wealth & Investment Management was a net buyer of stock by $58M.
- Gerber Kawasaki Wealth & Investment Management has $1.5B in assets under management (AUM), dropping by -1.37%.
- Central Index Key (CIK): 0001666736
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Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management holds 255 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 6.8 | $100M | -2% | 398k | 250.22 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 6.3 | $92M | +2% | 626k | 147.41 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $62M | -2% | 142k | 434.99 |
|
| Select Sector Spdr Tr Technology (XLK) | 4.1 | $61M | 371k | 163.93 |
|
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| Apple (AAPL) | 4.1 | $60M | 348k | 171.21 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.7 | $54M | 760k | 70.76 |
|
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.6 | $53M | +11% | 1.3M | 41.26 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 3.2 | $47M | +16% | 1.9M | 24.34 |
|
| Microsoft Corporation (MSFT) | 2.7 | $40M | 125k | 315.75 |
|
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.6 | $38M | +5% | 299k | 128.74 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 2.5 | $37M | +20% | 1.5M | 24.89 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 2.2 | $33M | +6% | 204k | 160.98 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 2.2 | $32M | +15% | 243k | 133.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $28M | +5% | 211k | 131.85 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.9 | $28M | +7% | 835k | 33.17 |
|
| MGM Resorts International. (MGM) | 1.6 | $23M | 633k | 36.76 |
|
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.6 | $23M | +2% | 387k | 59.28 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.4 | $21M | -5% | 849k | 24.50 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.3 | $20M | -2% | 742k | 26.47 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.3 | $19M | +13% | 383k | 50.18 |
|
| Global X Fds Lithium Btry Etf (LIT) | 1.3 | $19M | -8% | 348k | 55.17 |
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| Amazon (AMZN) | 1.3 | $19M | +5% | 147k | 127.12 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.2 | $18M | +35% | 764k | 23.47 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.1 | $17M | +2% | 255k | 65.57 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 1.1 | $16M | +1355% | 576k | 27.58 |
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| Invesco Exchange Traded Fd T Dynmc Biotech (PBE) | 1.1 | $16M | +21% | 276k | 57.04 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.0 | $15M | -5% | 310k | 48.50 |
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| Netflix (NFLX) | 1.0 | $15M | -2% | 39k | 377.60 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.0 | $15M | +25% | 395k | 36.90 |
|
| Vici Pptys (VICI) | 0.9 | $13M | +2% | 460k | 29.10 |
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| Home Depot (HD) | 0.8 | $12M | 38k | 302.16 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.8 | $11M | +23% | 165k | 68.81 |
|
| Walt Disney Company (DIS) | 0.7 | $11M | -13% | 130k | 81.05 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $9.8M | -2% | 136k | 72.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $9.6M | -2% | 27k | 358.28 |
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| Advisorshares Tr Gerber Kawasaki (GK) | 0.6 | $9.5M | +9% | 581k | 16.37 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.6 | $9.2M | NEW | 323k | 28.62 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.6 | $9.1M | +25% | 198k | 46.23 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $8.9M | +13% | 21k | 429.42 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.6 | $8.6M | +30% | 196k | 43.79 |
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.6 | $8.5M | +3% | 217k | 39.29 |
|
| Ishares Msci World Etf (URTH) | 0.6 | $8.4M | -2% | 70k | 120.17 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.6 | $8.4M | +11% | 83k | 101.38 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.6 | $8.3M | +22% | 91k | 90.40 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.6 | $8.2M | +24% | 286k | 28.72 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $8.1M | +9% | 19k | 427.48 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $7.7M | -20% | 77k | 100.11 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $7.0M | 65k | 107.14 |
|
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| Deere & Company (DE) | 0.5 | $6.6M | +17% | 18k | 377.37 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.4 | $6.1M | -16% | 420k | 14.62 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.4 | $5.8M | +4% | 73k | 80.54 |
|
| Nextera Energy (NEE) | 0.4 | $5.8M | -32% | 101k | 57.29 |
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| Spdr Ser Tr S&p Semicndctr (XSD) | 0.4 | $5.7M | +15% | 29k | 196.00 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $5.7M | -2% | 73k | 78.49 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.4 | $5.4M | +22% | 48k | 112.10 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $5.2M | 172k | 30.15 |
|
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.4 | $5.2M | -12% | 68k | 76.57 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $5.1M | +959% | 224k | 22.92 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $5.1M | +154% | 56k | 90.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.8M | +2% | 37k | 130.86 |
|
| ON Semiconductor (ON) | 0.3 | $4.7M | +26% | 51k | 92.95 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.3 | $4.5M | -34% | 86k | 51.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.5M | 21k | 212.41 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $4.5M | 44k | 102.54 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.4M | +6% | 13k | 350.30 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $4.4M | 144k | 30.38 |
|
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $4.3M | 9.0k | 473.67 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $4.2M | +4% | 18k | 237.66 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.1M | -7% | 43k | 94.04 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.3 | $4.0M | +30% | 180k | 22.16 |
|
| Lennar Corp Cl A (LEN) | 0.3 | $3.8M | +4% | 34k | 112.23 |
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| Docusign (DOCU) | 0.3 | $3.8M | -24% | 90k | 42.00 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.3 | $3.8M | +167% | 153k | 24.64 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $3.7M | +2% | 147k | 25.11 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $3.7M | -14% | 8.4k | 440.21 |
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| Steel Dynamics (STLD) | 0.2 | $3.4M | 32k | 107.22 |
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| Zoetis Cl A (ZTS) | 0.2 | $3.2M | +6% | 19k | 173.98 |
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| Global X Fds Fintech Etf (FINX) | 0.2 | $3.2M | 157k | 20.14 |
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| Gold Tr Ishares New (IAU) | 0.2 | $3.1M | -4% | 89k | 34.99 |
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| Prologis (PLD) | 0.2 | $3.1M | -4% | 28k | 112.21 |
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| Hashicorp Com Cl A (HCP) | 0.2 | $3.1M | 135k | 22.83 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $3.0M | -8% | 24k | 122.29 |
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| Nike CL B (NKE) | 0.2 | $2.9M | -18% | 30k | 95.62 |
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| Las Vegas Sands (LVS) | 0.2 | $2.8M | 60k | 45.84 |
|
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| Oracle Corporation (ORCL) | 0.2 | $2.6M | +120% | 25k | 105.92 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.5M | 15k | 167.38 |
|
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| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $2.4M | -5% | 127k | 18.81 |
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| Meta Platforms Cl A (META) | 0.2 | $2.3M | +22% | 7.7k | 300.22 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.2M | -16% | 4.4k | 506.18 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $2.2M | -78% | 64k | 34.07 |
|
| Samsara Com Cl A (IOT) | 0.1 | $2.1M | NEW | 82k | 25.21 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $2.0M | +3% | 14k | 145.02 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $2.0M | 11k | 182.67 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.9M | +30% | 37k | 50.89 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $1.9M | 25k | 74.76 |
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| Qualcomm (QCOM) | 0.1 | $1.9M | +2% | 17k | 111.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.8M | +5% | 13k | 141.70 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $1.8M | -8% | 66k | 27.53 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.7M | +10% | 3.1k | 564.94 |
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| Ziprecruiter Cl A (ZIP) | 0.1 | $1.7M | -2% | 144k | 11.99 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $1.7M | -87% | 53k | 31.45 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.7M | 3.1k | 537.16 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.7M | 16k | 105.97 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.6M | +10% | 2.8k | 588.71 |
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| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) | 0.1 | $1.6M | +11% | 43k | 37.08 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | +2% | 3.0k | 509.90 |
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| Palo Alto Networks (PANW) | 0.1 | $1.5M | +30% | 6.3k | 234.44 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.4M | 20k | 73.02 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | +27% | 6.2k | 230.02 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.4M | +3% | 3.4k | 408.99 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $1.3M | +85% | 11k | 120.15 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | -7% | 8.5k | 155.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | +22% | 7.3k | 176.74 |
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| Trane Technologies SHS (TT) | 0.1 | $1.3M | NEW | 6.3k | 202.92 |
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| Progyny (PGNY) | 0.1 | $1.3M | -4% | 37k | 34.02 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $1.3M | -2% | 25k | 50.49 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.2M | -2% | 13k | 91.27 |
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| Shopify Cl A (SHOP) | 0.1 | $1.2M | +10% | 22k | 54.57 |
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| Uber Technologies (UBER) | 0.1 | $1.2M | -18% | 26k | 45.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | +25% | 3.0k | 392.70 |
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| Albemarle Corporation (ALB) | 0.1 | $1.2M | +525% | 6.8k | 170.04 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $1.2M | +8% | 15k | 77.95 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.2M | -2% | 10k | 115.01 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | -4% | 6.6k | 171.45 |
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| Axon Enterprise (AXON) | 0.1 | $1.1M | 5.6k | 198.99 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $1.1M | -18% | 44k | 24.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | +9% | 3.8k | 272.32 |
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| stock | 0.1 | $991k | -20% | 6.8k | 146.25 |
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| Cinemark Holdings (CNK) | 0.1 | $988k | -2% | 54k | 18.35 |
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| Advanced Micro Devices (AMD) | 0.1 | $972k | +18% | 9.5k | 102.82 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $965k | -13% | 49k | 19.69 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $939k | 53k | 17.75 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $939k | -2% | 10k | 89.97 |
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| Amgen (AMGN) | 0.1 | $905k | +38% | 3.4k | 268.74 |
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| Abbvie (ABBV) | 0.1 | $869k | +12% | 5.8k | 149.06 |
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| Pfizer (PFE) | 0.1 | $848k | -2% | 26k | 33.17 |
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| Procore Technologies (PCOR) | 0.1 | $836k | -12% | 13k | 65.32 |
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| Electronic Arts (EA) | 0.1 | $796k | -11% | 6.6k | 120.39 |
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| Chevron Corporation (CVX) | 0.1 | $786k | +19% | 4.7k | 168.62 |
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| Procter & Gamble Company (PG) | 0.1 | $759k | +12% | 5.2k | 145.85 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $746k | +124% | 7.9k | 93.91 |
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| Genuine Parts Company (GPC) | 0.1 | $743k | NEW | 5.1k | 144.38 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $742k | -15% | 7.9k | 94.33 |
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| Lululemon Athletica (LULU) | 0.0 | $733k | +181% | 1.9k | 385.61 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $710k | 2.1k | 341.26 |
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| Merck & Co (MRK) | 0.0 | $688k | +11% | 6.7k | 102.95 |
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| Johnson & Johnson (JNJ) | 0.0 | $661k | +21% | 4.2k | 155.76 |
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| Broadcom (AVGO) | 0.0 | $606k | 729.00 | 830.64 |
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| Solaredge Technologies (SEDG) | 0.0 | $591k | -36% | 4.6k | 129.51 |
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| salesforce (CRM) | 0.0 | $588k | -3% | 2.9k | 202.78 |
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| Innovative Industria A (IIPR) | 0.0 | $580k | 7.7k | 75.66 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $549k | +2% | 4.0k | 137.94 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $539k | 3.4k | 159.03 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $507k | -30% | 11k | 47.59 |
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| UnitedHealth (UNH) | 0.0 | $505k | +5% | 1.0k | 504.19 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.0 | $505k | -19% | 22k | 23.19 |
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| MercadoLibre (MELI) | 0.0 | $502k | +26% | 396.00 | 1267.89 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $500k | +54% | 4.3k | 117.59 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $499k | -43% | 17k | 28.96 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $497k | -6% | 12k | 40.27 |
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| Nuveen High Income 2023 | 0.0 | $478k | -17% | 50k | 9.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $465k | +33% | 1.9k | 249.35 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $458k | +16% | 9.2k | 49.85 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $456k | +18% | 9.7k | 47.18 |
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| Wal-Mart Stores (WMT) | 0.0 | $445k | +33% | 2.8k | 159.91 |
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| Caterpillar (CAT) | 0.0 | $444k | +16% | 1.6k | 273.04 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $439k | 6.4k | 68.42 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $438k | +16% | 5.6k | 78.15 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $434k | NEW | 16k | 27.82 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $433k | +24% | 11k | 41.03 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $424k | -12% | 7.2k | 58.93 |
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| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.0 | $414k | -33% | 8.3k | 49.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $410k | -27% | 5.6k | 72.72 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $408k | +6% | 1.4k | 292.29 |
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| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.0 | $400k | NEW | 11k | 37.38 |
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| Bank of America Corporation (BAC) | 0.0 | $387k | 14k | 27.38 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $381k | +36% | 953.00 | 399.45 |
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| Coca-Cola Company (KO) | 0.0 | $374k | +16% | 6.7k | 55.98 |
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| Target Corporation (TGT) | 0.0 | $374k | -24% | 3.4k | 110.57 |
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| Iron Mountain (IRM) | 0.0 | $373k | -11% | 6.3k | 59.45 |
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| Intel Corporation (INTC) | 0.0 | $361k | -3% | 10k | 35.55 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $361k | -6% | 1.8k | 200.21 |
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| Pepsi (PEP) | 0.0 | $353k | +24% | 2.1k | 169.44 |
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| Polestar Automotive Hldg Uk Ads A (PSNY) | 0.0 | $353k | -43% | 134k | 2.64 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $346k | -11% | 10k | 33.57 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $342k | NEW | 864.00 | 395.96 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $334k | +24% | 7.6k | 43.72 |
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| Crown Castle Intl (CCI) | 0.0 | $334k | -68% | 3.6k | 92.02 |
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| General Dynamics Corporation (GD) | 0.0 | $333k | +10% | 1.5k | 220.91 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $332k | -15% | 11k | 31.01 |
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| Moderna (MRNA) | 0.0 | $323k | +75% | 3.1k | 103.29 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $319k | +94% | 40k | 7.94 |
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| Luminar Technologies Com Cl A (LAZR) | 0.0 | $316k | -15% | 69k | 4.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $315k | -5% | 1.7k | 189.04 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $313k | -10% | 8.9k | 35.07 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $309k | -18% | 4.8k | 64.35 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $307k | +6% | 3.5k | 88.69 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $294k | 8.4k | 34.82 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $290k | 2.9k | 100.14 |
|
|
| United Rentals (URI) | 0.0 | $286k | 644.00 | 444.57 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $285k | -76% | 4.0k | 71.96 |
|
| Danaher Corporation (DHR) | 0.0 | $283k | 1.1k | 248.10 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $279k | -41% | 15k | 19.10 |
|
| International Business Machines (IBM) | 0.0 | $278k | +11% | 2.0k | 140.30 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $278k | +3% | 669.00 | 415.05 |
|
| American Express Company (AXP) | 0.0 | $277k | -3% | 1.9k | 149.16 |
|
| Boeing Company (BA) | 0.0 | $276k | +8% | 1.4k | 191.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $275k | 1.0k | 265.99 |
|
|
| Cisco Systems (CSCO) | 0.0 | $275k | 5.1k | 53.76 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $274k | 7.7k | 35.62 |
|
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $271k | +2% | 14k | 19.36 |
|
| Servicenow (NOW) | 0.0 | $267k | +8% | 477.00 | 558.96 |
|
| McDonald's Corporation (MCD) | 0.0 | $259k | +44% | 985.00 | 263.36 |
|
| American Tower Reit (AMT) | 0.0 | $254k | -4% | 1.5k | 164.45 |
|
| Snap Cl A (SNAP) | 0.0 | $254k | -8% | 29k | 8.91 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $249k | +9% | 17k | 14.53 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $247k | -28% | 5.7k | 43.70 |
|
| Proshares Tr Pet Care Etf (PAWZ) | 0.0 | $247k | -15% | 5.5k | 44.64 |
|
| Anthem (ELV) | 0.0 | $244k | -4% | 561.00 | 435.42 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $241k | -4% | 1.1k | 224.15 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $239k | -53% | 3.4k | 71.11 |
|
| 3M Company (MMM) | 0.0 | $233k | +16% | 2.5k | 93.63 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $233k | -17% | 1.2k | 188.52 |
|
| CBOE Holdings (CBOE) | 0.0 | $232k | -2% | 1.5k | 156.21 |
|
| Verizon Communications (VZ) | 0.0 | $228k | -15% | 7.0k | 32.41 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $228k | NEW | 1.7k | 137.21 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $227k | 518.00 | 437.27 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $226k | +5% | 1.9k | 121.02 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $225k | NEW | 1.2k | 190.30 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $223k | 433.00 | 514.09 |
|
|
| Waste Management (WM) | 0.0 | $223k | +20% | 1.5k | 152.41 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $219k | -14% | 23k | 9.65 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $218k | +3% | 4.2k | 52.49 |
|
| Kroger (KR) | 0.0 | $218k | -2% | 4.9k | 44.75 |
|
| Toast Cl A (TOST) | 0.0 | $217k | +27% | 12k | 18.73 |
|
| CSX Corporation (CSX) | 0.0 | $213k | +6% | 6.9k | 30.75 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $212k | 1.4k | 153.84 |
|
|
| First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.0 | $208k | -41% | 6.9k | 30.04 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $208k | -7% | 997.00 | 208.32 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $203k | +5% | 3.1k | 64.87 |
|
| Union Pacific Corporation (UNP) | 0.0 | $202k | -16% | 994.00 | 203.64 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $190k | -19% | 30k | 6.33 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $174k | -19% | 11k | 16.00 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $130k | 15k | 8.63 |
|
|
| Figs Cl A (FIGS) | 0.0 | $113k | 19k | 5.90 |
|
|
| Global X Fds Cleantech Etf (CTEC) | 0.0 | $111k | -94% | 10k | 10.94 |
|
| Redfin Corp (RDFN) | 0.0 | $84k | 12k | 7.04 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $77k | 13k | 6.05 |
|
|
| Rocket Lab Usa (RKLB) | 0.0 | $49k | 11k | 4.38 |
|
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $18k | NEW | 10k | 1.81 |
|
| Innovid Corp Common Stock (CTV) | 0.0 | $17k | 14k | 1.28 |
|
|
| Precigen (PGEN) | 0.0 | $15k | 11k | 1.42 |
|
|
| Gold Royalty Corp Common Shares (GROY) | 0.0 | $15k | 12k | 1.28 |
|
|
| Canoo Com Cl A | 0.0 | $5.4k | 11k | 0.49 |
|
|
| Pavmed | 0.0 | $4.5k | NEW | 15k | 0.29 |
|
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 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
- Gerber Kawasaki Wealth & Investment Management 2020 Q1 filed May 5, 2020