Gerber Kawasaki Wealth & Investment Management as of Dec. 31, 2018
Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management holds 113 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Walt Disney Company (DIS) | 5.9 | $17M | 154k | 109.64 | |
Ishares Inc core msci emkt (IEMG) | 5.8 | $16M | 347k | 47.15 | |
Technology SPDR (XLK) | 5.6 | $16M | 257k | 61.98 | |
Apple (AAPL) | 5.4 | $15M | 97k | 157.73 | |
iShares Dow Jones Select Dividend (DVY) | 4.8 | $14M | 154k | 89.31 | |
Tesla Motors (TSLA) | 4.7 | $13M | 40k | 332.78 | |
iShares NASDAQ Biotechnology Index (IBB) | 3.8 | $11M | 112k | 96.43 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 3.2 | $9.0M | 52k | 172.86 | |
Alphabet Inc Class C cs (GOOG) | 2.6 | $7.4M | 7.2k | 1035.61 | |
iShares S&P SmallCap 600 Index (IJR) | 2.5 | $7.1M | 103k | 69.31 | |
Activision Blizzard | 2.5 | $7.1M | 153k | 46.57 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.5 | $7.1M | 129k | 55.00 | |
Home Depot (HD) | 2.4 | $6.7M | 39k | 171.81 | |
NVIDIA Corporation (NVDA) | 2.3 | $6.5M | 49k | 133.50 | |
Microsoft Corporation (MSFT) | 2.3 | $6.4M | 63k | 101.57 | |
SPDR KBW Regional Banking (KRE) | 2.2 | $6.2M | 133k | 46.79 | |
Nextera Energy (NEE) | 2.1 | $6.0M | 35k | 173.81 | |
Consumer Discretionary SPDR (XLY) | 2.0 | $5.6M | 57k | 99.00 | |
Amazon (AMZN) | 1.9 | $5.5M | 3.7k | 1501.90 | |
Ishares Tr usa min vo (USMV) | 1.9 | $5.5M | 105k | 52.39 | |
Financial Select Sector SPDR (XLF) | 1.6 | $4.6M | 195k | 23.82 | |
Mgm Growth Properties | 1.6 | $4.5M | 172k | 26.41 | |
Electronic Arts (EA) | 1.5 | $4.2M | 54k | 78.90 | |
Northrop Grumman Corporation (NOC) | 1.5 | $4.2M | 17k | 244.87 | |
Netflix (NFLX) | 1.5 | $4.2M | 16k | 267.66 | |
Crown Castle Intl (CCI) | 1.4 | $4.0M | 37k | 108.61 | |
First Republic Bank/san F (FRCB) | 1.4 | $3.8M | 44k | 86.90 | |
Invesco Qqq Trust Series 1 (QQQ) | 1.1 | $3.3M | 21k | 154.24 | |
Intel Corporation (INTC) | 1.1 | $3.2M | 68k | 46.92 | |
Control4 | 1.1 | $3.0M | 171k | 17.60 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 1.0 | $3.0M | 29k | 100.95 | |
Facebook Inc cl a (META) | 0.9 | $2.7M | 20k | 131.08 | |
iShares S&P 500 Index (IVV) | 0.8 | $2.4M | 9.6k | 251.56 | |
Nuveen High Income Target Term | 0.8 | $2.4M | 247k | 9.86 | |
Constellation Brands (STZ) | 0.8 | $2.3M | 14k | 160.81 | |
Cronos Group (CRON) | 0.8 | $2.3M | 220k | 10.39 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.8 | $2.2M | 11k | 199.72 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.7 | $2.1M | 42k | 49.84 | |
Invesco Exchng Traded Fd Tr calif amt mun (PWZ) | 0.7 | $1.9M | 73k | 25.80 | |
iShares S&P NA Tec. Semi. Idx (SOXX) | 0.6 | $1.7M | 11k | 156.84 | |
Nuveen High Income November | 0.6 | $1.7M | 188k | 8.90 | |
Ishares Inc msci india index (INDA) | 0.5 | $1.5M | 45k | 33.33 | |
Kratos Defense & Security Solutions (KTOS) | 0.5 | $1.4M | 101k | 14.09 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | 4.9k | 261.70 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $1.2M | 4.8k | 249.74 | |
Qualcomm (QCOM) | 0.4 | $1.1M | 19k | 56.87 | |
Starbucks Corporation (SBUX) | 0.4 | $1.1M | 16k | 64.35 | |
iShares Gold Trust | 0.4 | $1.0M | 85k | 12.29 | |
Vanguard Consumer Staples ETF (VDC) | 0.4 | $1.1M | 8.1k | 131.12 | |
Nike (NKE) | 0.3 | $1.0M | 14k | 74.08 | |
Pfizer (PFE) | 0.3 | $891k | 20k | 43.60 | |
iShares Dow Jones US Financial (IYF) | 0.3 | $873k | 8.2k | 106.31 | |
Verizon Communications (VZ) | 0.3 | $845k | 15k | 56.17 | |
iShares Russell 2000 Index (IWM) | 0.3 | $821k | 6.1k | 133.82 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $686k | 657.00 | 1044.14 | |
Invesco Dynamic Biotechnology other (PBE) | 0.2 | $679k | 14k | 47.02 | |
Berkshire Hathaway (BRK.B) | 0.2 | $646k | 3.2k | 204.04 | |
Bancorpsouth Bank | 0.2 | $584k | 22k | 26.11 | |
Blackstone | 0.2 | $581k | 20k | 29.76 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $543k | 6.4k | 85.46 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $499k | 5.5k | 91.33 | |
3M Company (MMM) | 0.2 | $457k | 2.4k | 190.50 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $430k | 1.9k | 225.72 | |
UnitedHealth (UNH) | 0.1 | $418k | 1.7k | 249.11 | |
Nuveen High Income 2020 Targ | 0.1 | $440k | 44k | 9.90 | |
Spirit Of Tex Bancshares | 0.1 | $427k | 19k | 22.77 | |
Bank of America Corporation (BAC) | 0.1 | $392k | 16k | 24.59 | |
Johnson & Johnson (JNJ) | 0.1 | $386k | 3.0k | 128.92 | |
Take-Two Interactive Software (TTWO) | 0.1 | $401k | 3.9k | 102.69 | |
Aurora Cannabis Inc snc | 0.1 | $397k | 80k | 4.95 | |
Funko (FNKO) | 0.1 | $411k | 31k | 13.14 | |
Vanguard Growth ETF (VUG) | 0.1 | $370k | 2.8k | 134.30 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.1 | $377k | 2.2k | 173.33 | |
Vanguard Value ETF (VTV) | 0.1 | $343k | 3.5k | 97.86 | |
Etf Managers Tr tierra xp latin | 0.1 | $334k | 13k | 24.92 | |
EOG Resources (EOG) | 0.1 | $317k | 3.6k | 87.16 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $314k | 1.9k | 165.87 | |
Ishares Trust Msci China msci china idx (MCHI) | 0.1 | $327k | 6.2k | 52.57 | |
Shopify Inc cl a (SHOP) | 0.1 | $327k | 2.4k | 138.27 | |
Sba Communications Corp (SBAC) | 0.1 | $301k | 1.9k | 161.39 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $277k | 2.8k | 97.36 | |
Amgen (AMGN) | 0.1 | $298k | 1.5k | 194.39 | |
Procter & Gamble Company (PG) | 0.1 | $271k | 3.0k | 91.74 | |
Oracle Corporation (ORCL) | 0.1 | $272k | 6.0k | 45.01 | |
Costco Wholesale Corporation (COST) | 0.1 | $248k | 1.2k | 203.45 | |
Chevron Corporation (CVX) | 0.1 | $248k | 2.3k | 108.63 | |
Visa (V) | 0.1 | $245k | 1.9k | 131.44 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $268k | 5.3k | 50.72 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $250k | 6.7k | 37.08 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $246k | 6.5k | 38.00 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $248k | 2.5k | 97.68 | |
Prologis (PLD) | 0.1 | $270k | 4.6k | 58.70 | |
Pagseguro Digital Ltd-cl A (PAGS) | 0.1 | $250k | 13k | 18.71 | |
At&t (T) | 0.1 | $217k | 7.6k | 28.43 | |
Boeing Company (BA) | 0.1 | $229k | 712.00 | 321.63 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $221k | 5.8k | 38.18 | |
Twenty-first Century Fox | 0.1 | $233k | 4.9k | 47.99 | |
Trupanion (TRUP) | 0.1 | $224k | 8.8k | 25.40 | |
Paypal Holdings (PYPL) | 0.1 | $219k | 2.6k | 83.94 | |
Canopy Gro | 0.1 | $224k | 8.4k | 26.82 | |
IDEXX Laboratories (IDXX) | 0.1 | $209k | 1.1k | 185.78 | |
SPDR Gold Trust (GLD) | 0.1 | $209k | 1.7k | 120.88 | |
Illumina (ILMN) | 0.1 | $210k | 702.00 | 299.15 | |
Arista Networks (ANET) | 0.1 | $213k | 1.0k | 210.27 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $129k | 16k | 8.34 | |
Nuveen Energy Mlp Total Return etf | 0.1 | $156k | 19k | 8.09 | |
Sirius Xm Holdings (SIRI) | 0.1 | $142k | 25k | 5.68 | |
Tesla Inc convertible security | 0.0 | $109k | 90k | 1.21 | |
Mr Cooper Group (COOP) | 0.0 | $125k | 11k | 11.59 | |
90184l Ab 8 Twitter Inc Note 0.250% 9/1 twitter | 0.0 | $96k | 100k | 0.96 | |
Tesla Motors Inc bond | 0.0 | $56k | 50k | 1.12 | |
Geron Corporation (GERN) | 0.0 | $10k | 10k | 1.00 | |
Tutor Perini Corp convertible security | 0.0 | $9.0k | 10k | 0.90 |