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, SPIP, AAPL, XLK, NVDA, and represent 30.14% of Gerber Kawasaki Wealth & Investment Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$50M), MSFT (+$35M), USMV (+$33M), ITB (+$32M), IHI (+$29M), MGM (+$26M), NEE (+$16M), IBB (+$15M), TAN (+$15M), SPGM (+$14M).
- Started 11 new stock positions in ESPO, TAN, TRN, MQ, CWI, CTV, GGPI, POSH, KRBN, BIGC. GGPIW.
- Reduced shares in these 10 stocks: ARKK (-$10M), ATVI, ARKF, LUV, SQ, DIS, FLGT, MSOS, CHWY, CCI.
- Sold out of its positions in ABB, ACCO, ADT, AFL, AGNC, AES, AMC, POWW, T, ARKQ.
- Gerber Kawasaki Wealth & Investment Management was a net buyer of stock by $434M.
- Gerber Kawasaki Wealth & Investment Management has $1.3B in assets under management (AUM), dropping by 41.33%.
- Central Index Key (CIK): 0001666736
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Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management
Companies in the Gerber Kawasaki Wealth & Investment Management portfolio as of the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 9.8 | $130M | 123k | 1057.96 | ||
| Spdr S P Biotech Etf Iv Portfli Tips Etf (SPIP) | 8.0 | $107M | +9% | 954k | 111.92 | |
| Apple (AAPL) | 4.6 | $61M | +5% | 346k | 177.15 | |
| Sector Technology Technology (XLK) | 3.9 | $52M | +4% | 299k | 173.87 | |
| NVIDIA Corporation (NVDA) | 3.8 | $51M | +20446% | 176k | 288.03 | |
| Schwab Us Us Dividend Eq (SCHD) | 3.4 | $46M | +6% | 564k | 80.83 | |
| Global X Lithium Btry Etf (LIT) | 3.2 | $43M | +7% | 509k | 84.44 | |
| Microsoft Corporation (MSFT) | 2.6 | $35M | +13481% | 107k | 328.66 | |
| Invesco Nasdaq Nasdaq 100 Etf (QQQM) | 2.5 | $34M | +53% | 206k | 163.55 | |
| Ishares Msci Msci Usa Min Vol (USMV) | 2.5 | $33M | +13282% | 408k | 80.90 | |
| Ishares U S Us Home Cons Etf (ITB) | 2.4 | $32M | +11853% | 391k | 82.92 | |
| Ishares U S U.s. Med Dvc Etf (IHI) | 2.2 | $29M | +14057% | 440k | 65.85 | |
| Sector Healthcare Sbi Healthcare (XLV) | 2.1 | $28M | +6% | 200k | 140.89 | |
| Amazon (AMZN) | 2.1 | $28M | +3% | 8.2k | 3334.52 | |
| MGM Resorts International. (MGM) | 2.0 | $26M | +67630% | 582k | 44.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $25M | +6% | 8.6k | 2893.56 | |
| Walt Disney Company (DIS) | 1.6 | $22M | -8% | 140k | 154.89 | |
| Home Depot (HD) | 1.5 | $20M | +8% | 48k | 415.01 | |
| Communicat Svs Slct Sec Spdr Etf Communication (XLC) | 1.5 | $19M | +8% | 250k | 77.64 | |
| Invesco Qqq Unit Ser 1 (QQQ) | 1.3 | $18M | +15% | 45k | 397.85 | |
| Nextera Energy (NEE) | 1.2 | $16M | +30053% | 168k | 93.36 | |
| Ishares Biotechnology Ishares Biotech (IBB) | 1.2 | $15M | +15649% | 101k | 152.62 | |
| Invesco Solar Solar Etf (TAN) | 1.1 | $15M | NEW | 198k | 76.97 | |
| Advisorshares Gerber Gerber Kawasaki (GK) | 1.1 | $14M | +183% | 530k | 26.51 | |
| Spdr Msci Portfli Msci Gbl (SPGM) | 1.0 | $14M | +178287% | 241k | 57.84 | |
| Mgm Growth Cl A Com (MGP) | 1.0 | $14M | +60915% | 333k | 40.85 | |
| Innovative Industria A (IIPR) | 1.0 | $14M | +6% | 52k | 262.90 | |
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $12M | +66% | 96k | 125.14 | |
| Consumer Discretionary Sbi Cons Discr (XLY) | 0.9 | $12M | +5% | 59k | 204.43 | |
| Spdr Series S&p Biotech (XBI) | 0.9 | $12M | -3% | 103k | 111.96 | |
| Real Estate Select Sctr Spdr Etf Iv Rl Est Sel Sec (XLRE) | 0.8 | $11M | +15% | 213k | 51.67 | |
| Callaway Golf Company (ELY) | 0.8 | $11M | -3% | 401k | 27.40 | |
| Crown Castle Intl (CCI) | 0.8 | $10M | -9% | 50k | 208.73 | |
| Netflix (NFLX) | 0.8 | $10M | +3506% | 19k | 540.54 | |
| Lennar Corp Cl A (LEN) | 0.6 | $8.1M | +22542% | 70k | 116.14 | |
| Prologis (PLD) | 0.5 | $7.3M | +25404% | 44k | 166.63 | |
| Sector Financial Financial (XLF) | 0.5 | $7.2M | +141% | 185k | 39.05 | |
| Ark Fintech Fintech Innova (ARKF) | 0.5 | $7.0M | -23% | 172k | 40.84 | |
| Invesco California Calif Amt Mun (PWZ) | 0.5 | $6.8M | -2% | 245k | 27.90 | |
| Roblox Corp Cl A (RBLX) | 0.5 | $6.2M | +26875% | 60k | 103.16 | |
| Starbucks Corporation (SBUX) | 0.5 | $6.0M | +2% | 52k | 116.16 | |
| Fulgent Genetics (FLGT) | 0.5 | $6.0M | -24% | 60k | 100.58 | |
| Sector Industrial Sbi Int-inds (XLI) | 0.4 | $6.0M | -7% | 56k | 105.80 | |
| Ishares Core Core S&p500 Etf (IVV) | 0.4 | $5.8M | +18038% | 12k | 476.97 | |
| SVB Financial (SIVB) | 0.4 | $5.6M | +7645% | 8.3k | 678.20 | |
| Zoetis Cl A (ZTS) | 0.4 | $5.3M | +9% | 22k | 239.99 | |
| Shopify Cl A (SHOP) | 0.4 | $5.2M | +2% | 3.8k | 1377.21 | |
| Ishares Gold Ishares New (IAU) | 0.4 | $5.1M | +46505% | 147k | 34.81 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $4.9M | +17% | 7.4k | 667.22 | |
| Coinbase Global Com Cl A (COIN) | 0.4 | $4.9M | +47% | 19k | 252.35 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.4 | $4.8M | +309979% | 490k | 9.76 | |
| Pet Acquisition LLC -Class A (WOOF) | 0.3 | $4.6M | +64975% | 234k | 19.79 | |
| Ishares Semiconductor Ishares Semicdtr (SOXX) | 0.3 | $4.4M | +4306% | 8.2k | 542.27 | |
| Meta Platforms Cl A (FB) | 0.3 | $4.4M | +7% | 13k | 336.31 | |
| Nike CL B (NKE) | 0.3 | $4.2M | +19422% | 25k | 166.67 | |
| Electronic Arts (EA) | 0.3 | $4.2M | -20% | 32k | 131.88 | |
| Advisorshares Pure Pure Us Cannabis (MSOS) | 0.3 | $4.1M | -30% | 161k | 25.59 | |
| Ishares Core Core Msci Emkt (IEMG) | 0.3 | $4.0M | +28981% | 67k | 59.85 | |
| Axon Enterprise (AXON) | 0.3 | $3.9M | +2% | 25k | 156.97 | |
| Ark Innovation Innovation Etf (ARKK) | 0.3 | $3.8M | -72% | 41k | 94.58 | |
| Crowdstrike Holdings Cl A (CRWD) | 0.3 | $3.8M | -4% | 19k | 204.70 | |
| Target Corporation (TGT) | 0.3 | $3.6M | -7% | 16k | 230.24 | |
| Qualcomm (QCOM) | 0.3 | $3.5M | +35794% | 19k | 182.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.5M | -2% | 1.2k | 2897.03 | |
| SPDR S P Tr Unit (SPY) | 0.3 | $3.4M | -2% | 7.1k | 474.94 | |
| Asml Holding N Y Registry Shs (ASML) | 0.3 | $3.3M | +21% | 4.2k | 796.05 | |
| Ishares U S U.s. Finls Etf (IYF) | 0.2 | $3.2M | +36589% | 37k | 86.68 | |
| Berkshire Hathaway Cl B New (BRK.B) | 0.2 | $3.2M | 11k | 298.99 | ||
| Proshares Pet Care Etf Pet Care Etf (PAWZ) | 0.2 | $3.2M | +13698% | 41k | 78.65 | |
| MercadoLibre (MELI) | 0.2 | $3.2M | +563% | 2.4k | 1348.29 | |
| Gores Guggenheim Class A Com (GGPI) | 0.2 | $3.2M | NEW | 271k | 11.70 | |
| Block Cl A (SQ) | 0.2 | $3.1M | -40% | 19k | 158.76 | |
| Progyny (PGNY) | 0.2 | $3.0M | +36836% | 59k | 50.35 | |
| Unity Software (U) | 0.2 | $2.9M | +79% | 21k | 142.98 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.2 | $2.9M | +262664% | 184k | 15.64 | |
| Paypal Holdings (PYPL) | 0.2 | $2.8M | +10379% | 15k | 188.50 | |
| Activision Blizzard (ATVI) | 0.2 | $2.7M | -62% | 40k | 66.52 | |
| Vanguard Total Total Stk Mkt (VTI) | 0.2 | $2.7M | +3% | 11k | 241.37 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.6M | +16684% | 16k | 158.33 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.3M | -13% | 4.0k | 567.02 | |
| Moderna (MRNA) | 0.2 | $2.1M | +4933% | 9.4k | 228.66 | |
| Ishares U S Pfd And Incm Sec (PFF) | 0.2 | $2.1M | +491527% | 54k | 39.42 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $2.0M | +3858% | 5.3k | 386.89 | |
| Pfizer (PFE) | 0.1 | $2.0M | +129800% | 34k | 58.89 | |
| Ziprecruiter Cl A (ZIP) | 0.1 | $1.9M | 76k | 24.94 | ||
| Uber Technologies (UBER) | 0.1 | $1.9M | -4% | 44k | 41.93 | |
| First Republic Bank/san F (FRC) | 0.1 | $1.7M | +5% | 8.1k | 206.50 | |
| Global X Us Infr Dev Etf (PAVE) | 0.1 | $1.6M | +3% | 56k | 28.79 | |
| Spdr Gold Gold Shs (GLD) | 0.1 | $1.6M | -18% | 9.5k | 170.94 | |
| Invesco Nasdaq Nasdaqnxtgen100 (QQQJ) | 0.1 | $1.6M | +42% | 48k | 33.54 | |
| Ishares Expanded Expanded Tech (IGV) | 0.1 | $1.5M | +4186% | 3.7k | 397.43 | |
| Ishares Us Medical Devices Etf Iv Us Hlthcr Pr Etf (IHF) | 0.1 | $1.3M | +2021200% | 20k | 65.85 | |
| Visa Com Cl A (V) | 0.1 | $1.2M | +18% | 5.7k | 216.67 | |
| Schwab Intl Intl Eqty Etf (SCHF) | 0.1 | $1.2M | +1291% | 31k | 38.87 | |
| Spdr Portfolio Portfolio Emg Mk (SPEM) | 0.1 | $1.2M | +292% | 29k | 41.40 | |
| Global X Fintech Fintech Etf (FINX) | 0.1 | $1.2M | +17504% | 30k | 40.03 | |
| Ishares Russell Russell 2000 Etf (IWM) | 0.1 | $1.2M | +7482% | 5.3k | 222.31 | |
| Nuveen Build Amer Bd (NBB) | 0.1 | $1.2M | +139589% | 52k | 22.70 | |
| Ishares Us Home Construct Etf Iv Us Hlthcare Etf (IYH) | 0.1 | $1.2M | +699550% | 14k | 82.90 | |
| Intel Corporation (INTC) | 0.1 | $1.1M | +15% | 22k | 51.47 | |
| Advisorshares Pure Pure Cannabis (YOLO) | 0.1 | $1.1M | +142% | 87k | 12.99 | |
| Nuveen High Income 2023 (JHAA) | 0.1 | $1.1M | +323576% | 110k | 9.98 | |
| Illumina (ILMN) | 0.1 | $1.1M | -6% | 2.8k | 391.02 | |
| Blackrock Short Blackrock St Mat (NEAR) | 0.1 | $1.1M | -31% | 21k | 49.90 | |
| Vanguard Consumer Consum Stp Etf (VDC) | 0.1 | $1.0M | 5.2k | 199.85 | ||
| Take-Two Interactive Software (TTWO) | 0.1 | $1.0M | -25% | 5.8k | 177.69 | |
| Ishares Core Core S&p Scp Etf (IJR) | 0.1 | $1.0M | +20011% | 8.8k | 114.48 | |
| Vanguard Dividend Div App Etf (VIG) | 0.1 | $1.0M | -6% | 5.9k | 171.66 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | +3632% | 2.8k | 355.30 | |
| Invesco S P S&p500 Eql Wgt (RSP) | 0.1 | $987k | +42% | 6.1k | 162.60 | |
| Vaneck Video Video Gmng Esprt (ESPO) | 0.1 | $985k | NEW | 15k | 66.23 | |
| Vanguard Growth Growth Etf (VUG) | 0.1 | $980k | -2% | 3.1k | 320.58 | |
| Broadcom (AVGO) | 0.1 | $972k | +10% | 1.5k | 664.84 | |
| salesforce (CRM) | 0.1 | $959k | +5537% | 3.8k | 253.91 | |
| Twilio Cl A (TWLO) | 0.1 | $948k | +14% | 3.6k | 263.19 | |
| Spdr Ssga Ssga Us Lrg Etf (LGLV) | 0.1 | $945k | +22% | 6.3k | 150.62 | |
| Jpmorgan Ultra Shrt Inc (JPST) | 0.1 | $940k | +47651% | 19k | 50.48 | |
| Ishares Esg Esg Awr Msci Usa (ESGU) | 0.1 | $938k | +21119% | 8.7k | 107.82 | |
| Solaredge Technologies (SEDG) | 0.1 | $920k | +34% | 3.3k | 280.55 | |
| Ishares Msci Usa Min Vol Fctr Etf Iv Iboxx Inv Cp Etf (LQD) | 0.1 | $919k | +126244% | 11k | 80.82 | |
| Global X Rbtcs Artfl Inte (BOTZ) | 0.1 | $914k | -19% | 25k | 35.93 | |
| Palo Alto Networks (PANW) | 0.1 | $913k | +13566% | 1.6k | 556.71 | |
| Spdr Portfolio Prtflo S&p500 Vl (SPYV) | 0.1 | $863k | +35% | 21k | 41.98 | |
| Costco Wholesale Corporation (COST) | 0.1 | $854k | -3% | 1.5k | 567.07 | |
| Spdr Series S&p Semicndctr (XSD) | 0.1 | $823k | 3.4k | 242.92 | ||
| Global X Cleantech Etf (CTEC) | 0.1 | $808k | -55% | 46k | 17.58 | |
| Ishares Msci Msci Usa Esg Slc (SUSA) | 0.1 | $803k | +23540% | 7.6k | 106.15 | |
| Pimco Ehnanced Enhan Shrt Ma Ac (MINT) | 0.1 | $791k | +29880% | 7.8k | 101.48 | |
| Sunpower (SPWR) | 0.1 | $769k | +30% | 38k | 20.31 | |
| Sba Communications Cl A (SBAC) | 0.1 | $755k | +14838% | 1.9k | 388.77 | |
| Vanguard S P S&p 500 Etf Shs (VOO) | 0.1 | $752k | +5% | 1.7k | 436.45 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $747k | +32% | 4.0k | 188.40 | |
| Johnson & Johnson (JNJ) | 0.1 | $746k | +8993% | 4.4k | 170.90 | |
| Spdr Ssga Ult Sht Trm Bd (ULST) | 0.1 | $735k | 18k | 40.28 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $730k | +3% | 2.6k | 276.10 | |
| Ishares Aerospace Us Aer Def Etf (ITA) | 0.1 | $711k | +12956% | 6.9k | 102.75 | |
| Abbott Laboratories (ABT) | 0.1 | $709k | +237% | 5.1k | 138.83 | |
| Global X Vdeo Gam Esprt (HERO) | 0.1 | $706k | -60% | 25k | 28.23 | |
| Abbvie (ABBV) | 0.1 | $695k | 5.1k | 135.40 | ||
| Procter & Gamble Company (PG) | 0.1 | $675k | +25706% | 4.1k | 163.48 | |
| Vanguard Total Stock Market Etf Real Estate Etf (VNQ) | 0.1 | $673k | +871% | 2.8k | 241.31 | |
| Amgen (AMGN) | 0.1 | $668k | 3.0k | 224.76 | ||
| Spdr Portfolio Portfolio Sh Tsr (SPTS) | 0.0 | $652k | -8% | 21k | 30.42 | |
| Ishares Russell Rus 2000 Grw Etf (IWO) | 0.0 | $645k | +4902% | 2.2k | 293.05 | |
| Upstart Hldgs (UPST) | 0.0 | $639k | +264% | 4.2k | 151.21 | |
| Tesla Inc 2 24 Note 2.000% 5/1 | 0.0 | $631k | 37k | 17.05 | ||
| Snap Cl A (SNAP) | 0.0 | $612k | +2% | 13k | 47.02 | |
| IDEXX Laboratories (IDXX) | 0.0 | $568k | -3% | 864.00 | 657.41 | |
| Schwab Us Us Brd Mkt Etf (SCHB) | 0.0 | $562k | +4% | 5.0k | 112.99 | |
| Ark Innovation Etf Genomic Rev Etf (ARKG) | 0.0 | $547k | -14% | 5.8k | 94.55 | |
| American Tower Reit (AMT) | 0.0 | $527k | +3% | 1.8k | 292.45 | |
| Bank of America Corporation (BAC) | 0.0 | $522k | +30% | 12k | 44.48 | |
| Nio Spon Ads (NIO) | 0.0 | $512k | +77000% | 16k | 31.62 | |
| Ishares Core Core Msci Eafe (IEFA) | 0.0 | $506k | +20463% | 6.8k | 74.57 | |
| Advanced Micro Devices (AMD) | 0.0 | $496k | +12% | 3.5k | 143.68 | |
| UnitedHealth (UNH) | 0.0 | $490k | -15% | 976.00 | 502.05 | |
| Marqeta Inc Class A Class A Com (MQ) | 0.0 | $487k | NEW | 28k | 17.17 | |
| Vanguard Ftse Ftse Dev Mkt Etf (VEA) | 0.0 | $485k | +27% | 9.5k | 51.05 | |
| Tesla Inc 2.375 22 Note 2.375% 3/1 | 0.0 | $484k | 30k | 16.13 | ||
| Deere & Company (DE) | 0.0 | $483k | -67% | 1.4k | 342.31 | |
| Arcimoto (FUV) | 0.0 | $480k | -9% | 63k | 7.59 | |
| General Motors Company (GM) | 0.0 | $480k | -5% | 8.2k | 58.62 | |
| Bigcommerce Holdings Com Ser 1 (BIGC) | 0.0 | $477k | NEW | 14k | 35.35 | |
| Lululemon Athletica (LULU) | 0.0 | $474k | +5404% | 1.2k | 391.41 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $466k | +3% | 2.8k | 166.49 | |
| Spdr Portfolio Portfolio S&p400 (SPMD) | 0.0 | $458k | +17% | 9.2k | 49.71 | |
| Spdr Msci Msci Acwi Exus (CWI) | 0.0 | $441k | NEW | 15k | 29.27 | |
| Kratos Defense Com New (KTOS) | 0.0 | $434k | +55877% | 22k | 19.38 | |
| Vanguard Mid Mid Cap Etf (VO) | 0.0 | $430k | +9% | 1.7k | 254.74 | |
| Wal-Mart Stores (WMT) | 0.0 | $429k | +16% | 3.0k | 144.69 | |
| Opendoor Technologies (OPEN) | 0.0 | $429k | +66718% | 29k | 14.59 | |
| Poshmark Com Cl A (POSH) | 0.0 | $425k | NEW | 25k | 17.00 | |
| Intellia Therapeutics (NTLA) | 0.0 | $422k | -2% | 3.6k | 118.21 | |
| Listed Roundhill Roundhill Sports (BETZ) | 0.0 | $420k | +7070% | 17k | 24.82 | |
| Danaher Corporation (DHR) | 0.0 | $419k | 1.3k | 328.37 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $411k | +194% | 1.1k | 359.27 | |
| Fastly Cl A (FSLY) | 0.0 | $410k | -26% | 12k | 35.41 | |
| Union Pacific Corporation (UNP) | 0.0 | $409k | +5% | 1.6k | 251.54 | |
| Spdr Series S&P 600 SMCP GRW (SLYG) | 0.0 | $407k | +27% | 4.4k | 92.77 | |
| Digital Realty Trust (DLR) | 0.0 | $397k | -10% | 2.2k | 176.68 | |
| Lyft Cl A Com (LYFT) | 0.0 | $397k | +232225% | 9.3k | 42.72 | |
| Twitter (TWTR) | 0.0 | $392k | -10% | 9.1k | 43.21 | |
| Spdr Portfolio Portfolio Agrgte (SPAB) | 0.0 | $386k | -7% | 13k | 29.55 | |
| 3M Company (MMM) | 0.0 | $382k | 2.2k | 177.51 | ||
| Cisco Systems (CSCO) | 0.0 | $370k | +21% | 5.8k | 63.36 | |
| Trade Desk Com Cl A (TTD) | 0.0 | $369k | 4.0k | 91.59 | ||
| Iron Mountain (IRM) | 0.0 | $368k | +175950% | 7.0k | 52.26 | |
| Verizon Communications (VZ) | 0.0 | $361k | -40% | 7.0k | 51.88 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $360k | 29k | 12.31 | ||
| Zoom Video Cl A (ZM) | 0.0 | $349k | -62% | 1.9k | 183.88 | |
| Schwab Us Us Lcap Gr Etf (SCHG) | 0.0 | $348k | +16% | 2.1k | 163.53 | |
| Spdr Portfolio Portfolio Devlpd (SPDW) | 0.0 | $342k | +28% | 9.4k | 36.46 | |
| Oracle Corporation (ORCL) | 0.0 | $338k | +55314% | 3.9k | 87.14 | |
| Ishares National National Mun Etf (MUB) | 0.0 | $331k | +56980% | 2.9k | 115.98 | |
| Ishares S P S&p 500 Grwt Etf (IVW) | 0.0 | $325k | +77660% | 3.9k | 83.59 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $324k | +6% | 1.3k | 257.14 | |
| Docusign (DOCU) | 0.0 | $324k | -28% | 2.1k | 152.26 | |
| Palantir Technologies In Class A Cl A (PLTR) | 0.0 | $324k | +111406% | 18k | 18.16 | |
| Invesco Dynamic Dynmc Biotech (PBE) | 0.0 | $323k | 4.5k | 71.05 | ||
| Mastercard Cl A (MA) | 0.0 | $323k | +5200% | 901.00 | 358.49 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $322k | +4% | 782.00 | 411.76 | |
| Welltower Inc Com reit (WELL) | 0.0 | $317k | 3.7k | 85.68 | ||
| Merck & Co (MRK) | 0.0 | $314k | +22677% | 4.1k | 76.59 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $308k | +1559% | 3.1k | 100.33 | |
| Ishares Core Core S&p Mcp Etf (IJH) | 0.0 | $305k | +5033% | 1.1k | 282.93 | |
| Honeywell International (HON) | 0.0 | $304k | +12% | 1.5k | 208.50 | |
| Vanguard Value Value Etf (VTV) | 0.0 | $303k | +5% | 2.1k | 147.02 | |
| Caesars Entertainment (CZR) | 0.0 | $303k | 3.2k | 93.37 | ||
| SPDR S P Aerospace Def (XAR) | 0.0 | $301k | +17% | 2.6k | 116.13 | |
| Ford Motor Company (F) | 0.0 | $297k | 14k | 20.74 | ||
| Nuveen Esg Nuveen Esg Lrgvl (NULV) | 0.0 | $295k | +25230% | 7.6k | 38.82 | |
| Pepsi (PEP) | 0.0 | $291k | +15163% | 1.7k | 173.32 | |
| General Dynamics Corporation (GD) | 0.0 | $291k | -11% | 1.4k | 208.01 | |
| S&p Global (SPGI) | 0.0 | $287k | +30400% | 610.00 | 470.49 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $286k | +4% | 1.4k | 203.70 | |
| Caterpillar (CAT) | 0.0 | $282k | -6% | 1.4k | 206.44 | |
| Anthem (ANTM) | 0.0 | $281k | +2% | 608.00 | 462.17 | |
| Vanguard Ftse Allwrld Ex Us (VEU) | 0.0 | $279k | 4.6k | 61.28 | ||
| Amer (UHAL) | 0.0 | $279k | -19% | 385.00 | 724.68 | |
| Kroger (KR) | 0.0 | $276k | +203766% | 6.1k | 45.13 | |
| Chevron Corporation (CVX) | 0.0 | $275k | -18% | 2.3k | 117.07 | |
| CSX Corporation (CSX) | 0.0 | $275k | -22% | 7.3k | 37.53 | |
| American Express Company (AXP) | 0.0 | $274k | +29% | 1.7k | 163.48 | |
| Ishares Gold Trust Esg Awr Msci Em (ESGE) | 0.0 | $273k | +787000% | 7.9k | 34.68 | |
| Ishares Global Gl Clean Ene Etf (ICLN) | 0.0 | $267k | +39318% | 13k | 21.17 | |
| SPDR S P Hlth Cr Equip (XHE) | 0.0 | $262k | +17% | 2.2k | 116.91 | |
| Ishares Semiconductor Etf S&p 500 Val Etf (IVE) | 0.0 | $257k | +23650% | 475.00 | 541.05 | |
| Ishares Core Cre U S Reit Etf (USRT) | 0.0 | $253k | +125066% | 3.8k | 67.38 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $252k | +5% | 5.0k | 50.17 | |
| Arista Networks (ANET) | 0.0 | $251k | +290% | 1.8k | 143.26 | |
| Ishares Russell 2000 Etf Rus 1000 Val Etf (IWD) | 0.0 | $250k | +56200% | 1.1k | 222.02 | |
| Ishares Core Core Us Aggbd Et (AGG) | 0.0 | $249k | +5969% | 2.2k | 113.96 | |
| Spdr Nuveen Nuveen Blmbrg Sh (SHM) | 0.0 | $247k | +7% | 5.0k | 49.06 | |
| Vanguard Fste Ftse Emr Mkt Etf (VWO) | 0.0 | $246k | +55% | 5.0k | 49.31 | |
| Sherwin-Williams Company (SHW) | 0.0 | $246k | -22% | 700.00 | 351.43 | |
| Gores Guggenheim Inc Class *w Exp 03/25/202 (GGPIW) | 0.0 | $245k | NEW | 21k | 11.68 | |
| Micron Technology (MU) | 0.0 | $244k | +65475% | 2.6k | 93.02 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $244k | +23541% | 2.8k | 86.01 | |
| Nuveen Esg Nuveen Esg Smlcp (NUSC) | 0.0 | $243k | +20589% | 5.8k | 41.95 | |
| Spdr Fund Consumer Discre Sel Etf Iv Portfolio Crport (SPBO) | 0.0 | $241k | +662% | 1.2k | 203.89 | |
| Boeing Company (BA) | 0.0 | $240k | -58% | 1.2k | 200.84 | |
| Estee Lauder Cl A (EL) | 0.0 | $238k | -22% | 644.00 | 369.57 | |
| McDonald's Corporation (MCD) | 0.0 | $238k | +8780% | 888.00 | 268.02 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $234k | +228% | 2.5k | 93.60 | |
| Servicenow (NOW) | 0.0 | $231k | 357.00 | 647.06 | ||
| Fortinet (FTNT) | 0.0 | $230k | 641.00 | 358.81 | ||
| Alibaba Group Sponsored Ads (BABA) | 0.0 | $228k | +96% | 1.9k | 118.32 | |
| Vanguard Small Small Cp Etf (VB) | 0.0 | $222k | +8% | 983.00 | 225.84 | |
| CBOE Holdings (CBOE) | 0.0 | $220k | -16% | 1.7k | 130.25 | |
| Kraneshares Global Carbon Stg Etf Global Carb Stra (KRBN) | 0.0 | $216k | NEW | 4.2k | 50.88 | |
| Spdr Series S&p 400 Mdcp Val (MDYV) | 0.0 | $216k | +5% | 3.0k | 71.05 | |
| United Rentals (URI) | 0.0 | $214k | 645.00 | 331.78 | ||
| Coca-Cola Company (KO) | 0.0 | $211k | -28% | 3.6k | 59.19 | |
| Select Utilities Sbi Int-utils (XLU) | 0.0 | $210k | +26% | 2.9k | 71.50 | |
| Hims Hers Health Com Cl A (HIMS) | 0.0 | $209k | +24% | 32k | 6.52 | |
| Dominion Resources (D) | 0.0 | $209k | 2.7k | 78.39 | ||
| Vanguard Municipal Tax Exempt Bd (VTEB) | 0.0 | $209k | +360% | 3.8k | 54.84 | |
| Doordash Cl A (DASH) | 0.0 | $205k | +660% | 1.4k | 148.87 | |
| Bristol Myers Squibb (BMY) | 0.0 | $205k | +23% | 4.1k | 49.88 | |
| International Business Machines (IBM) | 0.0 | $204k | -30% | 1.5k | 133.60 | |
| Vanguard Health Health Car Etf (VHT) | 0.0 | $204k | +108% | 766.00 | 266.32 | |
| Spdr Series S&p Divid Etf (SDY) | 0.0 | $204k | +15% | 1.6k | 128.87 | |
| Chewy Cl A (CHWY) | 0.0 | $201k | -86% | 3.4k | 58.96 | |
| Pimco Municipal Income Fund II (PML) | 0.0 | $197k | +674900% | 14k | 14.59 | |
| Innovid Corp Common Stock (CTV) | 0.0 | $116k | NEW | 18k | 6.61 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $109k | +435200% | 13k | 8.35 | |
| Precigen (PGEN) | 0.0 | $40k | +1087300% | 11k | 3.68 | |
| Mind Medicine Com Sub Vtg (MNMD) | 0.0 | $21k | +172566% | 16k | 1.35 | |
| Motorola Com New (MSI) | 0.0 | $17k | +1499900% | 15k | 1.13 | |
| Seagate Tech Ord Shs (STX) | 0.0 | $17k | +5647% | 15k | 1.13 | |
| Newell Rubbermaid (NWL) | 0.0 | $16k | +1499900% | 15k | 1.07 | |
| Cdk Global Inc equities (CDK) | 0.0 | $16k | +71328% | 15k | 1.07 | |
| Trinity Industries (TRN) | 0.0 | $15k | NEW | 15k | 1.00 |
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 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
- Gerber Kawasaki Wealth & Investment Management 2019 Q4 filed Feb. 6, 2020
- Gerber Kawasaki Wealth & Investment Management 2019 Q3 filed Nov. 7, 2019
- Gerber Kawasaki Wealth & Investment Management 2019 Q2 filed Aug. 9, 2019
- Gerber Kawasaki Wealth & Investment Management 2019 Q1 filed May 7, 2019
- Gerber Kawasaki Wealth & Investment Management 2018 Q4 filed Feb. 8, 2019
- Gerber Kawasaki Wealth & Investment Management 2018 Q3 filed Nov. 6, 2018
- Gerber Kawasaki Wealth & Investment Management 2018 Q2 filed Aug. 3, 2018
- Gerber Kawasaki Wealth & Investment Management 2018 Q1 filed May 8, 2018