Gerber Kawasaki Wealth & Investment Management

Latest statistics and disclosures from Gerber Kawasaki Wealth & Investment Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management holds 282 positions in its portfolio as reported in the June 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) 7.5 $151M +7% 765k 197.11
 View chart
NVIDIA Corporation (NVDA) 6.6 $131M +752% 1.1M 123.54
 View chart
Select Sector Spdr Tr Technology (XLK) 4.4 $88M +3% 390k 226.23
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.2 $85M +7% 1.7M 48.74
 View chart
Apple (AAPL) 3.8 $77M 365k 210.62
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $62M +1689% 639k 97.07
 View chart
Microsoft Corporation (MSFT) 3.0 $60M 134k 446.95
 View chart
Tesla Motors (TSLA) 2.9 $58M -12% 291k 197.88
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $50M -2% 645k 77.76
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.5 $50M +5% 342k 145.75
 View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 2.4 $49M +8% 320k 152.57
 View chart
Ishares Tr Core Msci Total (IXUS) 2.3 $47M +12% 689k 67.56
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.2 $45M +7% 245k 182.40
 View chart
Alphabet Cap Stk Cl C (GOOG) 2.1 $42M 230k 183.42
 View chart
Select Sector Spdr Tr Financial (XLF) 2.0 $40M +7% 972k 41.11
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $36M +5% 455k 80.13
 View chart
Amazon (AMZN) 1.5 $30M +5% 156k 193.25
 View chart
Spdr Ser Tr Portfolio Crport (SPBO) 1.4 $28M +11% 971k 28.70
 View chart
MGM Resorts International. (MGM) 1.4 $28M -5% 625k 44.44
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.3 $27M +3% 811k 33.00
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.3 $27M +3% 805k 32.89
 View chart
Select Sector Spdr Tr Communication (XLC) 1.3 $26M +7% 304k 85.66
 View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 1.3 $25M +5% 1.0M 24.67
 View chart
Netflix (NFLX) 1.3 $25M 37k 674.88
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.2 $24M +10% 586k 41.53
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 1.1 $21M +14% 87k 246.63
 View chart
Invesco Exchange Traded Fd T Dynmc Biotech (PBE) 1.0 $20M +478% 313k 64.81
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.0 $19M +15% 251k 76.58
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.9 $19M +8% 34k 547.24
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.8 $17M +15% 327k 51.30
 View chart
Advisorshares Tr Gerber Kawasaki (GK) 0.8 $17M +8% 780k 21.53
 View chart
Spdr Ser Tr Bloomberg High Y (JNK) 0.7 $15M +17% 155k 94.27
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.7 $14M +5% 439k 32.73
 View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.7 $14M +18% 494k 28.87
 View chart
Novo-nordisk A S Adr (NVO) 0.7 $14M +5% 97k 142.74
 View chart
Spdr Ser Tr Aerospace Def (XAR) 0.7 $14M +10% 98k 139.98
 View chart
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $13M +14% 109k 121.87
 View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $13M +10% 280k 47.19
 View chart
Home Depot (HD) 0.6 $13M 38k 344.25
 View chart
Walt Disney Company (DIS) 0.6 $13M -3% 130k 99.29
 View chart
Vici Pptys (VICI) 0.6 $13M -8% 443k 28.64
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $13M -3% 249k 50.47
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $13M +3% 23k 544.24
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.6 $13M -3% 223k 56.04
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $12M 26k 479.12
 View chart
Ishares Msci World Etf (URTH) 0.6 $12M 78k 147.49
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $11M -2% 127k 83.96
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $10M -84% 399k 25.09
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.5 $9.9M +27% 102k 97.02
 View chart
Spdr Ser Tr S&p Semicndctr (XSD) 0.5 $9.9M +7% 40k 247.47
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.5 $9.4M +69% 253k 37.02
 View chart
Dell Technologies CL C (DELL) 0.5 $9.1M NEW 66k 137.91
 View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.5 $9.0M 318k 28.31
 View chart
Blackstone Group Inc Com Cl A (BX) 0.4 $8.9M +4% 72k 123.80
 View chart
Lpl Financial Holdings (LPLA) 0.4 $7.9M 28k 279.30
 View chart
Lennar Corp Cl A (LEN) 0.4 $7.7M +9% 52k 149.87
 View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.4 $7.7M 177k 43.60
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.4 $7.5M 41k 182.15
 View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $7.0M +13% 298k 23.68
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $6.9M +13% 218k 31.55
 View chart
Ishares Tr National Mun Etf (MUB) 0.3 $6.8M +9% 64k 106.55
 View chart
Qualcomm (QCOM) 0.3 $6.7M +120% 33k 199.18
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $6.5M +2% 221k 29.44
 View chart
Ishares Tr Us Home Cons Etf (ITB) 0.3 $6.2M 61k 101.06
 View chart
Uber Technologies (UBER) 0.3 $6.1M +4% 84k 72.68
 View chart
Oracle Corporation (ORCL) 0.3 $6.0M +21% 42k 141.20
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.6M 21k 267.51
 View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $5.4M +3% 167k 32.25
 View chart
Spdr Ser Tr S&p Homebuild (XHB) 0.3 $5.3M 53k 101.08
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.3 $5.2M 14k 383.19
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.1M +2% 13k 406.80
 View chart
Meta Platforms Cl A (META) 0.2 $4.6M +15% 9.1k 504.22
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $4.5M +10% 160k 27.87
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $4.3M +13% 47k 91.78
 View chart
Nutanix Cl A (NTNX) 0.2 $4.2M 74k 56.85
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $3.8M +26% 60k 64.00
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.2 $3.6M +23% 3.6k 1022.76
 View chart
Gold Tr Ishares New (IAU) 0.2 $3.4M 77k 43.93
 View chart
Hashicorp Com Cl A (HCP) 0.2 $3.3M -26% 99k 33.69
 View chart
Trane Technologies SHS (TT) 0.2 $3.3M +14% 10k 328.93
 View chart
Costco Wholesale Corporation (COST) 0.2 $3.2M +3% 3.7k 850.06
 View chart
Prologis (PLD) 0.2 $3.1M -4% 27k 112.31
 View chart
Global X Fds Fintech Etf (FINX) 0.2 $3.0M 121k 25.16
 View chart
Ishares Tr Ishares Biotech (IBB) 0.2 $3.0M 22k 137.26
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $3.0M +8% 5.9k 500.15
 View chart
Docusign (DOCU) 0.1 $2.9M -30% 55k 53.50
 View chart
Zoetis Cl A (ZTS) 0.1 $2.9M -8% 17k 173.37
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $2.7M 13k 202.27
 View chart
Northrop Grumman Corporation (NOC) 0.1 $2.6M -2% 6.0k 435.98
 View chart
Advanced Micro Devices (AMD) 0.1 $2.6M +2% 16k 162.21
 View chart
Global X Fds 1-3 Month T-bill (CLIP) 0.1 $2.6M NEW 26k 100.47
 View chart
Broadcom (AVGO) 0.1 $2.5M +136% 1.6k 1605.55
 View chart
Nextera Energy (NEE) 0.1 $2.5M -6% 36k 70.81
 View chart
Palo Alto Networks (PANW) 0.1 $2.5M +8% 7.3k 339.01
 View chart
Ishares Tr U.s. Finls Etf (IYF) 0.1 $2.4M +3% 26k 94.57
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $2.2M +29% 43k 51.09
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.2M 17k 132.05
 View chart
Amgen (AMGN) 0.1 $2.2M 6.9k 312.46
 View chart
Global X Fds Us Pfd Etf (PFFD) 0.1 $2.1M -6% 108k 19.68
 View chart
Fs Kkr Capital Corp (FSK) 0.1 $2.1M +30% 106k 19.73
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M -7% 11k 164.28
 View chart
On Hldg Namen Akt A (ONON) 0.1 $1.9M +302% 48k 38.80
 View chart
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $1.8M +3% 66k 28.02
 View chart
Axon Enterprise (AXON) 0.1 $1.8M 6.0k 294.24
 View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $1.7M -9% 43k 40.33
 View chart
Eli Lilly & Co. (LLY) 0.1 $1.7M -3% 1.9k 905.51
 View chart
Deere & Company (DE) 0.1 $1.6M -41% 4.4k 373.68
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $1.6M -3% 2.9k 555.54
 View chart
Samsara Com Cl A (IOT) 0.1 $1.6M 48k 33.70
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.1 $1.6M -2% 36k 43.76
 View chart
Visa Com Cl A (V) 0.1 $1.5M 5.9k 262.51
 View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $1.5M -3% 25k 60.78
 View chart
Lockheed Martin Corporation (LMT) 0.1 $1.5M 3.2k 467.11
 View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $1.5M -27% 37k 40.21
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.4M +110% 37k 38.41
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.4M -4% 7.5k 182.55
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.3M 3.6k 374.07
 View chart
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.3M 6.6k 203.06
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $1.3M +4% 15k 89.72
 View chart
Regeneron Pharmaceuticals (REGN) 0.1 $1.3M +83% 1.2k 1051.03
 View chart
Steel Dynamics (STLD) 0.1 $1.3M -74% 9.9k 129.50
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M -40% 6.3k 202.89
 View chart
Thermo Fisher Scientific (TMO) 0.1 $1.3M -12% 2.3k 553.12
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.2M 5.8k 215.01
 View chart
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.2M -92% 13k 92.71
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.1M -6% 9.8k 112.38
 View chart
Digital Realty Trust (DLR) 0.1 $1.1M +45% 7.1k 152.07
 View chart
Ishares Bitcoin Tr SHS (IBIT) 0.1 $1.1M +142% 32k 34.14
 View chart
Shopify Cl A (SHOP) 0.1 $1.0M -8% 16k 66.05
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.0M -6% 8.5k 119.33
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $985k +2% 9.2k 106.66
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $984k 49k 19.97
 View chart
Ishares Tr Broad Usd High (USHY) 0.0 $950k +37% 26k 36.28
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $942k -33% 9.4k 100.09
 View chart
Procter & Gamble Company (PG) 0.0 $919k 5.6k 164.93
 View chart
Innovative Industria A (IIPR) 0.0 $883k +14% 8.1k 109.22
 View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $875k 21k 42.20
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $856k +2% 26k 32.56
 View chart
Ishares Tr Expanded Tech (IGV) 0.0 $828k -6% 9.5k 86.90
 View chart
Chevron Corporation (CVX) 0.0 $809k 5.2k 156.44
 View chart
Merck & Co (MRK) 0.0 $795k 6.4k 123.82
 View chart
Abbvie (ABBV) 0.0 $786k +27% 4.6k 171.52
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $765k +24% 8.3k 92.55
 View chart
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $764k +6% 104k 7.33
 View chart
Bank of America Corporation (BAC) 0.0 $764k +2% 19k 39.77
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $761k +14% 4.7k 160.41
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $753k 12k 64.25
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $658k +307% 7.0k 93.66
 View chart
Exxon Mobil Corporation (XOM) 0.0 $650k 5.6k 115.13
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $642k 10k 62.87
 View chart
UnitedHealth (UNH) 0.0 $639k +10% 1.3k 509.62
 View chart
Pfizer (PFE) 0.0 $626k +10% 22k 27.98
 View chart
Texas Instruments Incorporated (TXN) 0.0 $619k 3.2k 194.56
 View chart
Arista Networks (ANET) 0.0 $614k 1.8k 350.48
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $605k +3% 10k 58.52
 View chart
Electronic Arts (EA) 0.0 $604k -18% 4.3k 139.36
 View chart
Genuine Parts Company (GPC) 0.0 $581k 4.2k 138.34
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $574k -4% 1.3k 444.85
 View chart
Iron Mountain (IRM) 0.0 $573k 6.4k 89.62
 View chart
American Centy Etf Tr Diversified Mu (TAXF) 0.0 $571k 11k 50.36
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $570k 5.6k 100.86
 View chart
salesforce (CRM) 0.0 $565k +9% 2.2k 257.12
 View chart
Starbucks Corporation (SBUX) 0.0 $562k -39% 7.2k 77.85
 View chart
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $560k +154% 9.8k 56.89
 View chart
Wal-Mart Stores (WMT) 0.0 $557k -9% 8.2k 67.71
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $555k +2% 961.00 577.04
 View chart
Crocs (CROX) 0.0 $551k NEW 3.8k 145.94
 View chart
The Trade Desk Com Cl A (TTD) 0.0 $547k 5.6k 97.67
 View chart
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $537k -25% 40k 13.32
 View chart
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $517k +19% 5.9k 87.89
 View chart
Procore Technologies (PCOR) 0.0 $514k 7.8k 66.31
 View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.0 $495k +10% 11k 44.08
 View chart
Pure Storage Cl A (PSTG) 0.0 $494k 7.7k 64.21
 View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $494k -41% 15k 34.01
 View chart
American Express Company (AXP) 0.0 $482k +8% 2.1k 231.66
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $480k -21% 3.8k 127.21
 View chart
Super Micro Computer (SMCI) 0.0 $476k +10% 581.00 819.35
 View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.0 $470k NEW 16k 29.75
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $460k +7% 1.5k 297.59
 View chart
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $455k -16% 18k 25.42
 View chart
Lululemon Athletica (LULU) 0.0 $455k -81% 1.5k 298.70
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $448k -6% 8.4k 53.53
 View chart
Caterpillar (CAT) 0.0 $440k 1.3k 333.12
 View chart
Global X Fds Lithium Btry Etf (LIT) 0.0 $438k -61% 11k 38.81
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $432k +20% 8.7k 49.42
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $421k +18% 1.2k 364.53
 View chart
United Rentals (URI) 0.0 $420k 649.00 646.91
 View chart
Raytheon Technologies Corp (RTX) 0.0 $413k -2% 4.1k 100.41
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $413k 15k 27.44
 View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $410k -5% 10k 40.47
 View chart
Pepsi (PEP) 0.0 $409k +6% 2.5k 164.94
 View chart
Johnson & Johnson (JNJ) 0.0 $406k -5% 2.8k 146.20
 View chart
General Dynamics Corporation (GD) 0.0 $400k -8% 1.4k 290.26
 View chart
Nike CL B (NKE) 0.0 $395k -43% 5.2k 75.37
 View chart
Coca-Cola Company (KO) 0.0 $394k 6.2k 63.66
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $392k +19% 2.3k 170.77
 View chart
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $386k NEW 18k 21.82
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $384k +25% 3.8k 102.31
 View chart
Cloudflare Cl A Com (NET) 0.0 $382k +27% 4.6k 82.83
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $381k +5% 864.00 441.23
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $381k 6.5k 58.85
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $372k +7% 3.5k 107.13
 View chart
Capital Group Fixed Income E Core Plus Incm (CGCP) 0.0 $367k +30% 17k 22.22
 View chart
Sba Communications Corp Cl A (SBAC) 0.0 $351k 1.8k 196.33
 View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.0 $348k +9% 8.4k 41.54
 View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $346k -4% 8.8k 39.34
 View chart
Nuveen Build Amer Bd (NBB) 0.0 $340k +2% 22k 15.51
 View chart
Moderna (MRNA) 0.0 $337k -12% 2.8k 118.75
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $336k 8.6k 39.27
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $335k +13% 9.3k 35.94
 View chart
Snap Cl A (SNAP) 0.0 $327k -23% 20k 16.61
 View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $327k -24% 8.1k 40.23
 View chart
Danaher Corporation (DHR) 0.0 $327k +2% 1.3k 249.98
 View chart
Verizon Communications (VZ) 0.0 $324k -6% 7.8k 41.24
 View chart
Flexshares Tr Iboxx 3r Targt (TDTT) 0.0 $324k -4% 14k 23.59
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $318k 5.3k 60.31
 View chart
Servicenow (NOW) 0.0 $318k 404.00 786.67
 View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $318k NEW 3.1k 102.74
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $316k +119% 4.6k 68.15
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $314k -6% 1.8k 173.89
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $313k 1.4k 218.15
 View chart
Anthem (ELV) 0.0 $307k 566.00 542.12
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $304k 1.7k 182.04
 View chart
Waste Management (WM) 0.0 $301k 1.4k 213.36
 View chart
Airbnb Com Cl A (ABNB) 0.0 $299k 2.0k 151.63
 View chart
Progyny (PGNY) 0.0 $296k -68% 10k 28.61
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $293k +3% 12k 25.33
 View chart
Deckers Outdoor Corporation (DECK) 0.0 $293k 303.00 967.95
 View chart
Colgate-Palmolive Company (CL) 0.0 $291k 3.0k 97.04
 View chart
Monolithic Power Systems (MPWR) 0.0 $291k NEW 353.00 823.51
 View chart
McDonald's Corporation (MCD) 0.0 $288k 1.1k 254.87
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $283k NEW 3.1k 90.19
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $278k 4.2k 66.36
 View chart
Target Corporation (TGT) 0.0 $275k -20% 1.9k 148.07
 View chart
Roblox Corp Cl A (RBLX) 0.0 $274k -47% 7.4k 37.21
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $273k 1.0k 262.73
 View chart
Capital Group Core Balanced SHS (CGBL) 0.0 $272k NEW 9.2k 29.73
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $272k 694.00 391.23
 View chart
Microstrategy Cl A New (MSTR) 0.0 $270k 196.00 1377.47
 View chart
Vanguard World Fds Health Car Etf (VHT) 0.0 $269k -2% 1.0k 266.05
 View chart
Sempra Energy (SRE) 0.0 $269k 3.5k 76.07
 View chart
Global X Fds Artificial Etf (AIQ) 0.0 $267k NEW 7.5k 35.63
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $265k 1.1k 242.15
 View chart
T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $256k -2% 8.1k 31.41
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $255k +32% 662.00 385.87
 View chart
Datadog Cl A Com (DDOG) 0.0 $254k NEW 2.0k 129.69
 View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $253k 5.0k 50.33
 View chart
Marsh & McLennan Companies (MMC) 0.0 $252k 1.2k 210.76
 View chart
CSX Corporation (CSX) 0.0 $241k 7.2k 33.45
 View chart
IDEXX Laboratories (IDXX) 0.0 $241k 494.00 487.20
 View chart
BlackRock (BLK) 0.0 $236k +15% 299.00 788.71
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $233k 2.0k 118.82
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $231k 5.9k 39.12
 View chart
Abbott Laboratories (ABT) 0.0 $229k 2.2k 103.91
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $229k -2% 6.5k 35.08
 View chart
Kroger (KR) 0.0 $226k 4.5k 49.94
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $226k +124% 1.3k 174.47
 View chart
Applied Materials (AMAT) 0.0 $224k 950.00 236.13
 View chart
Intel Corporation (INTC) 0.0 $224k -10% 7.2k 30.97
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $222k 3.7k 60.08
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $214k -4% 1.8k 118.62
 View chart
Republic Services (RSG) 0.0 $213k 1.1k 194.43
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $213k -2% 5.7k 37.67
 View chart
Honeywell International (HON) 0.0 $210k 981.00 213.70
 View chart
Cisco Systems (CSCO) 0.0 $209k 4.4k 47.52
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $208k NEW 1.7k 121.05
 View chart
American Tower Reit (AMT) 0.0 $204k -23% 1.1k 194.52
 View chart
S&p Global (SPGI) 0.0 $204k NEW 458.00 446.00
 View chart
Boeing Company (BA) 0.0 $200k -11% 1.1k 182.01
 View chart
General Electric Com New (GE) 0.0 $183k 1.2k 159.04
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $178k NEW 2.9k 62.26
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $174k NEW 1.4k 128.44
 View chart
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $155k +6% 16k 9.69
 View chart
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $143k NEW 33k 4.31
 View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $140k +7% 12k 11.53
 View chart
Take-Two Interactive Software (TTWO) 0.0 $131k NEW 840.00 155.49
 View chart
Innovid Corp Common Stock (CTV) 0.0 $25k 14k 1.85
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $25k NEW 305.00 81.37
 View chart
Precigen (PGEN) 0.0 $17k 11k 1.58
 View chart
Gold Royalty Corp Common Shares (GROY) 0.0 $17k NEW 12k 1.41
 View chart
Collective Audience Incorporated (CAUD) 0.0 $5.4k 10k 0.54
 View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $3.3k 10k 0.33
 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

View all past filings