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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, SPYG, TSLA, SPYV, and represent 27.16% of Gerber Kawasaki Wealth & Investment Management's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$35M), SMH (+$19M), QQQM (+$7.8M), SPYG (+$5.7M), SPYV (+$5.0M), AGG, XMHQ, IXUS, LLY, DELL.
Started 19 new stock positions in VGSH, CGMU, BTCO, BSX, GROY, IYH, KTOS, BND, Arista Networks, FLUT. TOST, GBIL, ACHR, VGIT, HIG, GENI, PZT, OCGN, GEV.
Reduced shares in these 10 stocks: SOXX (-$19M), MGM (-$5.5M), TSLA (-$5.1M), LPLA, AVUV, NVDA, NVO, , QCOM, UBER.
Sold out of its positions in MSOS, AMAT, ANET, AZN, BlackRock, CBOE, LIT, IDXX, GTO, IVW. IJT, ICLN, MPWR, NAC, JPC, ON, REGN, RSG, SNAP, TCAF, ULTA, VIGI.
Gerber Kawasaki Wealth & Investment Management was a net buyer of stock by $99M.
Gerber Kawasaki Wealth & Investment Management has $2.3B in assets under management (AUM), dropping by 5.80%.
Central Index Key (CIK): 0001666736

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Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management holds 283 positions in its portfolio as reported in the December 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)	7.4	$171M	+4%	811k	210.45	View chart
NVIDIA Corporation (NVDA)	5.7	$131M	-2%	974k	134.29	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	5.3	$122M	+4%	1.4M	87.90	View chart
Tesla Motors (TSLA)	4.6	$106M	-4%	262k	403.84	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	4.1	$95M	+5%	1.9M	51.14	View chart
Apple (AAPL)	4.0	$92M		365k	250.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$74M	+5%	766k	96.90	View chart
Select Sector Spdr Tr Technology (XLK)	3.2	$73M	+2%	315k	232.52	View chart
Microsoft Corporation (MSFT)	2.5	$58M		137k	421.50	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	2.4	$55M	+2%	245k	224.35	View chart
Ishares Tr Core Msci Total (IXUS)	2.4	$55M	+7%	828k	66.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$52M	+201%	1.9M	27.32	View chart
Select Sector Spdr Tr Financial (XLF)	2.2	$51M	+4%	1.1M	48.33	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$48M	+6%	254k	190.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.9	$44M		318k	137.57	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	1.8	$42M	+5%	251k	165.21	View chart
Amazon (AMZN)	1.7	$39M	+3%	178k	219.39	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	1.5	$34M	+7%	1.2M	28.64	View chart
Netflix (NFLX)	1.4	$33M		37k	891.32	View chart
Select Sector Spdr Tr Communication (XLC)	1.4	$32M	+3%	329k	96.81	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.3	$30M	+5%	1.2M	24.70	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.3	$30M	+6%	675k	44.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$30M	+3%	804k	37.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.3	$29M	+6%	828k	35.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$24M	+7%	40k	588.68	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.0	$22M	+6%	283k	78.61	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.9	$20M	+6%	374k	54.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$20M	+8759%	80k	242.17	View chart
Advisorshares Tr Gerber Kawasaki (GK)	0.8	$19M	+7%	883k	21.77	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.8	$18M	+6%	108k	165.82	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.8	$18M	+5%	185k	95.47	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.7	$17M	+2%	585k	29.01	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.7	$17M	+8%	352k	47.39	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.7	$16M	+4%	124k	131.76	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.7	$16M	+5%	388k	40.67	View chart
MGM Resorts International. (MGM)	0.7	$16M	-26%	449k	34.65	View chart
Invesco Exchange Traded Fd T Dynmc Biotech (PBE)	0.6	$15M	+3%	224k	66.53	View chart
Home Depot (HD)	0.6	$15M		38k	388.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$15M	+9%	28k	511.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$14M	+37%	143k	98.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$14M		24k	586.10	View chart
Walt Disney Company (DIS)	0.6	$14M		124k	111.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$13M	+9%	267k	50.37	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$13M	+3%	74k	172.42	View chart
Vici Pptys (VICI)	0.5	$12M	-4%	417k	29.21	View chart
Ishares Msci World Etf (URTH)	0.5	$12M		78k	155.50	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.5	$11M		194k	58.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$11M		124k	88.79	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.5	$11M	+4%	437k	24.99	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$10M		254k	40.41	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$9.5M	-66%	44k	215.49	View chart
Oracle Corporation (ORCL)	0.4	$9.3M	+22%	56k	166.64	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$9.0M		381k	23.61	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$8.6M	+8%	273k	31.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$8.5M	+11%	45k	189.30	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.4	$8.3M		178k	46.81	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.3	$7.9M	-4%	284k	27.94	View chart
Dell Technologies CL C (DELL)	0.3	$7.8M	+66%	67k	115.24	View chart
Broadcom (AVGO)	0.3	$7.6M	+24%	33k	231.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$7.5M	+16%	17k	453.28	View chart
Novo-nordisk A S Adr (NVO)	0.3	$7.2M	-19%	83k	86.02	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$6.9M		65k	106.55	View chart
Meta Platforms Cl A (META)	0.3	$6.7M	+8%	12k	585.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$6.7M		23k	289.82	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$6.7M	+5%	230k	29.22	View chart
Lennar Corp Cl A (LEN)	0.3	$6.7M	-12%	49k	136.37	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$6.5M	-2%	63k	103.39	View chart
Nutanix Cl A (NTNX)	0.3	$6.2M		102k	61.18	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$6.0M	+15%	88k	68.94	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$5.9M		170k	34.97	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$5.2M	+7%	170k	30.88	View chart
Eli Lilly & Co. (LLY)	0.2	$5.0M	+216%	6.5k	772.07	View chart
Fs Kkr Capital Corp (FSK)	0.2	$4.8M	+60%	221k	21.72	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$4.3M		41k	104.50	View chart
Global X Fds Fintech Etf (FINX)	0.2	$4.1M		130k	31.22	View chart
Gold Tr Ishares New (IAU)	0.2	$4.0M	+5%	81k	49.51	View chart
Trane Technologies SHS (TT)	0.2	$4.0M	+4%	11k	369.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.9M	+6%	7.3k	538.81	View chart
Costco Wholesale Corporation (COST)	0.2	$3.8M	+2%	4.1k	916.25	View chart
Uber Technologies (UBER)	0.2	$3.7M	-22%	62k	60.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.6M	+4%	17k	220.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.5M	-21%	40k	87.33	View chart
Docusign (DOCU)	0.2	$3.5M	-3%	39k	89.94	View chart
On Hldg Namen Akt A (ONON)	0.1	$3.4M	+14%	62k	54.77	View chart
Axon Enterprise (AXON)	0.1	$3.3M	-2%	5.6k	594.32	View chart
Qualcomm (QCOM)	0.1	$3.2M	-33%	21k	153.63	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$3.2M	+2%	29k	110.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.2M		13k	239.73	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$3.0M	+49%	80k	36.79	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$2.9M	-2%	22k	132.21	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.1	$2.8M	+20%	28k	100.10	View chart
Palo Alto Networks (PANW)	0.1	$2.8M	+104%	15k	181.96	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.1	$2.8M	+50%	52k	53.05	View chart
Prologis (PLD)	0.1	$2.7M	-7%	25k	105.70	View chart
Nextera Energy (NEE)	0.1	$2.6M	+2%	36k	71.69	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.6M	+2%	5.5k	469.34	View chart
Wal-Mart Stores (WMT)	0.1	$2.6M	+182%	28k	90.35	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.4M		16k	145.35	View chart
Samsara Com Cl A (IOT)	0.1	$2.3M		54k	43.69	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.3M	+3%	118k	19.51	View chart
Lpl Financial Holdings (LPLA)	0.1	$2.2M	-68%	6.9k	326.55	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.1M	-7%	41k	50.88	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.1M	-2%	74k	27.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.0M	+39%	10k	195.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.1	$2.0M	-5%	58k	35.19	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.1	$2.0M	+3%	8.0k	248.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.9M		11k	175.23	View chart
Visa Com Cl A (V)	0.1	$1.9M	+4%	6.1k	316.09	View chart
Zoetis Cl A (ZTS)	0.1	$1.8M	-23%	11k	162.94	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$1.8M	+83%	59k	31.27	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.8M	-23%	2.6k	693.07	View chart
Advanced Micro Devices (AMD)	0.1	$1.8M	-11%	15k	120.79	View chart
Amgen (AMGN)	0.1	$1.7M		6.6k	260.64	View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB)	0.1	$1.7M		41k	42.69	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.7M	+10%	3.5k	486.00	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.1	$1.6M		35k	45.70	View chart
Digital Realty Trust (DLR)	0.1	$1.6M	+10%	9.0k	177.33	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.6M	NEW	27k	58.00	View chart
Shopify Cl A (SHOP)	0.1	$1.6M	+5%	15k	106.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M	+2%	6.3k	242.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.5M		3.7k	410.54	View chart
Stryker Corporation (SYK)	0.1	$1.5M	+158%	4.1k	360.10	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$1.4M	+2%	22k	63.33	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$1.4M		6.5k	211.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M	+3%	8.1k	169.30	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.3M	+99%	2.6k	521.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.3M	-76%	13k	96.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.3M	+14%	3.8k	342.16	View chart
Hashicorp Com Cl A (HCP)	0.1	$1.3M	-44%	37k	34.21	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.2M		2.8k	444.68	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$1.2M	-4%	13k	90.06	View chart
General Dynamics Corporation (GD)	0.0	$1.1M	+112%	4.4k	263.55	View chart
Flutter Entmt SHS (FLUT)	0.0	$1.1M	NEW	4.4k	258.45	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$1.1M	-3%	9.3k	121.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$1.1M		9.4k	115.23	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.1M	-3%	2.1k	520.25	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$1.1M	+14%	25k	42.61	View chart
Deere & Company (DE)	0.0	$1.1M	-5%	2.5k	423.84	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$1.0M		49k	21.06	View chart
Applied Optoelectronics (AAOI)	0.0	$1.0M	+35%	28k	36.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.0M	-3%	8.0k	128.82	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$1.0M	+5%	14k	75.70	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$971k		9.7k	100.12	View chart
American Express Company (AXP)	0.0	$929k	+10%	3.1k	296.80	View chart
Procter & Gamble Company (PG)	0.0	$922k		5.5k	167.68	View chart
Palantir Technologies Cl A (PLTR)	0.0	$914k	+8%	12k	75.63	View chart
Ferrari Nv Ord (RACE)	0.0	$836k	+13%	2.0k	424.87	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$819k	-2%	25k	32.76	View chart
Capital Group Fixed Income E Core Plus Incm (CGCP)	0.0	$809k		36k	22.20	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$804k	+41%	14k	57.28	View chart
Arista Networks Com Shs	0.0	$797k	NEW	7.2k	110.53	View chart
salesforce (CRM)	0.0	$776k	+3%	2.3k	334.40	View chart
Steel Dynamics (STLD)	0.0	$764k	+9%	6.7k	114.07	View chart
Servicenow (NOW)	0.0	$744k		702.00	1060.12	View chart
Abbvie (ABBV)	0.0	$734k	+2%	4.1k	177.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$724k	+166%	31k	23.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$718k	+196%	32k	22.70	View chart
Chevron Corporation (CVX)	0.0	$705k	+5%	4.9k	144.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$691k	+7%	7.5k	92.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$672k	+2%	11k	62.31	View chart
The Trade Desk Com Cl A (TTD)	0.0	$664k		5.7k	117.53	View chart
Merck & Co (MRK)	0.0	$656k	+6%	6.6k	99.49	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$651k	+11%	1.0k	621.91	View chart
Iron Mountain (IRM)	0.0	$649k		6.2k	105.11	View chart
Exxon Mobil Corporation (XOM)	0.0	$644k	+3%	6.0k	107.58	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$636k	+6%	13k	50.14	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$620k	+52%	16k	38.64	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$616k		6.4k	96.22	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.0	$616k	NEW	6.6k	93.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$614k	+269%	22k	27.87	View chart
Electronic Arts (EA)	0.0	$605k		4.1k	146.31	View chart
Bank of America Corporation (BAC)	0.0	$603k		14k	43.95	View chart
Texas Instruments Incorporated (TXN)	0.0	$598k		3.2k	187.56	View chart
UnitedHealth (UNH)	0.0	$595k	+2%	1.2k	506.23	View chart
Starbucks Corporation (SBUX)	0.0	$592k	+13%	6.5k	91.26	View chart
Ziprecruiter Cl A (ZIP)	0.0	$585k		81k	7.24	View chart
Microstrategy Cl A New (MSTR)	0.0	$584k	+2%	2.0k	289.62	View chart
Procore Technologies (PCOR)	0.0	$581k		7.8k	74.93	View chart
Pfizer (PFE)	0.0	$548k		21k	26.53	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.0	$536k		12k	46.54	View chart
Caterpillar (CAT)	0.0	$513k	+6%	1.4k	362.79	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$504k		3.8k	132.13	View chart
Mastercard Incorporated Cl A (MA)	0.0	$503k	+10%	955.00	526.75	View chart
MercadoLibre (MELI)	0.0	$500k		294.00	1700.43	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$499k		1.5k	322.20	View chart
Cloudflare Cl A Com (NET)	0.0	$484k	+17%	4.5k	107.68	View chart
Pure Storage Cl A (PSTG)	0.0	$473k		7.7k	61.43	View chart
Raytheon Technologies Corp (RTX)	0.0	$470k		4.1k	115.73	View chart
Genuine Parts Company (GPC)	0.0	$463k	-4%	4.0k	116.77	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$460k	NEW	17k	26.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$458k		1.1k	401.73	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$458k		17k	27.11	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$457k	NEW	17k	26.38	View chart
Pepsi (PEP)	0.0	$452k	+12%	3.0k	152.10	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$451k		15k	30.88	View chart
United Rentals (URI)	0.0	$450k		639.00	704.47	View chart
Genius Sports Shares Cl A (GENI)	0.0	$449k	NEW	52k	8.65	View chart
Johnson & Johnson (JNJ)	0.0	$446k	+3%	3.1k	144.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$435k	+30%	3.4k	128.65	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$418k	+36%	15k	27.28	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$415k		6.5k	63.75	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$411k		10k	40.41	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$410k	-57%	12k	33.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$410k		3.8k	106.87	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$408k	+5%	3.6k	114.73	View chart
Coca-Cola Company (KO)	0.0	$407k	+4%	6.5k	62.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$402k	-3%	4.1k	96.85	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$388k	-5%	7.4k	52.22	View chart
Deckers Outdoor Corporation (DECK)	0.0	$386k	+4%	1.9k	203.09	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$385k	+53%	1.5k	253.79	View chart
Toast Cl A (TOST)	0.0	$371k	NEW	10k	36.45	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$367k		1.8k	203.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$367k	-10%	2.1k	178.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$357k	+14%	6.0k	58.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$352k		8.6k	40.92	View chart
Target Corporation (TGT)	0.0	$350k	+54%	2.6k	135.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$347k	-9%	7.3k	47.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$346k	-8%	1.4k	240.36	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$339k	-5%	16k	21.78	View chart
Nuveen Build Amer Bd (NBB)	0.0	$339k	-3%	23k	14.98	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$338k	-2%	8.1k	41.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$335k	+5%	1.7k	198.27	View chart
Sempra Energy (SRE)	0.0	$334k	+3%	3.8k	87.73	View chart
Colgate-Palmolive Company (CL)	0.0	$326k	+19%	3.6k	90.91	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT)	0.0	$322k	-9%	7.6k	42.63	View chart
Goldman Sachs (GS)	0.0	$319k	+29%	557.00	573.20	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$312k	-13%	9.2k	33.93	View chart
International Business Machines (IBM)	0.0	$311k	+4%	1.4k	219.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$309k	-8%	1.6k	190.92	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$309k	-13%	7.1k	43.24	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$304k		3.1k	96.93	View chart
Waste Management (WM)	0.0	$302k	+3%	1.5k	201.92	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$301k		4.2k	71.44	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$298k		1.0k	287.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$297k		1.5k	197.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$297k	-37%	8.4k	35.48	View chart
Verizon Communications (VZ)	0.0	$294k		7.4k	39.99	View chart
Danaher Corporation (DHR)	0.0	$292k	-3%	1.3k	229.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$288k	-2%	1.1k	264.25	View chart
Innovative Industria A (IIPR)	0.0	$284k	-46%	4.3k	66.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$274k	+118%	15k	18.50	View chart
Kroger (KR)	0.0	$272k		4.4k	61.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$269k	+14%	2.1k	127.64	View chart
Marsh & McLennan Companies (MMC)	0.0	$268k	+4%	1.3k	212.47	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$267k	-18%	627.00	425.94	View chart
Airbnb Com Cl A (ABNB)	0.0	$264k	+11%	2.0k	131.41	View chart
McDonald's Corporation (MCD)	0.0	$260k	-7%	896.00	289.99	View chart
Datadog Cl A Com (DDOG)	0.0	$256k	-8%	1.8k	142.89	View chart
S&p Global (SPGI)	0.0	$245k	+7%	492.00	498.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$244k	+7%	1.9k	131.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$244k		3.5k	70.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$244k	NEW	3.4k	71.91	View chart
Honeywell International (HON)	0.0	$242k		1.1k	225.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$242k		3.7k	65.09	View chart
Nike CL B (NKE)	0.0	$238k	-18%	3.1k	75.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$236k	+7%	6.9k	34.13	View chart
CSX Corporation (CSX)	0.0	$236k		7.3k	32.27	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$234k	-45%	9.2k	25.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$232k	-3%	1.3k	185.18	View chart
General Electric Com New (GE)	0.0	$230k	+17%	1.4k	166.89	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.0	$230k	+4%	4.5k	50.51	View chart
Cisco Systems (CSCO)	0.0	$223k	-20%	3.8k	59.21	View chart
Ge Vernova (GEV)	0.0	$222k	NEW	675.00	328.93	View chart
Boston Scientific Corporation (BSX)	0.0	$222k	NEW	2.5k	89.32	View chart
Anthem (ELV)	0.0	$219k	+4%	592.00	369.30	View chart
3M Company (MMM)	0.0	$215k	+2%	1.7k	129.15	View chart
Roblox Corp Cl A (RBLX)	0.0	$215k	-45%	3.7k	57.86	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.0	$215k	-28%	9.1k	23.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$214k	+5%	4.8k	44.05	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$213k	NEW	3.7k	58.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$212k	NEW	3.6k	58.18	View chart
Chubb (CB)	0.0	$210k	+5%	759.00	276.42	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$209k		5.4k	38.37	View chart
Hartford Financial Services (HIG)	0.0	$202k	NEW	1.8k	109.45	View chart
American Tower Reit (AMT)	0.0	$201k	+4%	1.1k	183.48	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$185k	NEW	19k	9.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$176k	+17%	1.1k	159.56	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$159k	NEW	1.6k	99.94	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$157k		16k	9.81	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$113k	NEW	5.0k	22.70	View chart
Ocugen (OCGN)	0.0	$56k	NEW	69k	0.81	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$55k	-50%	14k	3.95	View chart
Gold Royalty Corp Common Shares (GROY)	0.0	$14k	NEW	12k	1.21	View chart

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 Q4 filed Feb. 14, 2025
Gerber Kawasaki Wealth & Investment Management 2024 Q3 filed Nov. 13, 2024
Gerber Kawasaki Wealth & Investment Management 2024 Q2 filed Aug. 13, 2024
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

View all past filings

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