Gerber Kawasaki Wealth & Investment Management as of June 30, 2018
Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management holds 104 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Inc core msci emkt (IEMG) | 8.2 | $27M | 528k | 51.89 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 7.1 | $24M | 376k | 62.73 | |
Apple (AAPL) | 5.0 | $17M | 89k | 187.18 | |
Technology SPDR (XLK) | 4.9 | $16M | 234k | 70.09 | |
Walt Disney Company (DIS) | 4.3 | $15M | 138k | 105.32 | |
SPDR KBW Regional Banking (KRE) | 4.1 | $14M | 224k | 61.52 | |
Tesla Motors (TSLA) | 3.8 | $13M | 38k | 335.05 | |
iShares Dow Jones Select Dividend (DVY) | 3.6 | $12M | 124k | 97.69 | |
iShares NASDAQ Biotechnology Index (IBB) | 3.6 | $12M | 109k | 110.69 | |
Facebook Inc cl a (META) | 3.0 | $10M | 51k | 197.34 | |
Activision Blizzard | 3.0 | $10M | 129k | 77.28 | |
NVIDIA Corporation (NVDA) | 2.8 | $9.5M | 39k | 242.24 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 2.8 | $9.4M | 49k | 192.92 | |
Northrop Grumman Corporation (NOC) | 2.3 | $7.7M | 25k | 308.84 | |
Netflix (NFLX) | 2.2 | $7.2M | 18k | 398.13 | |
iShares S&P SmallCap 600 Index (IJR) | 2.1 | $7.2M | 85k | 84.32 | |
Control4 | 2.0 | $6.7M | 273k | 24.46 | |
Home Depot (HD) | 2.0 | $6.6M | 34k | 194.00 | |
Financial Select Sector SPDR (XLF) | 1.8 | $5.9M | 219k | 26.72 | |
Consumer Discretionary SPDR (XLY) | 1.7 | $5.7M | 52k | 109.45 | |
Trupanion (TRUP) | 1.7 | $5.6M | 145k | 38.41 | |
Electronic Arts (EA) | 1.7 | $5.5M | 39k | 143.46 | |
Alphabet Inc Class C cs (GOOG) | 1.6 | $5.5M | 4.8k | 1127.27 | |
First Republic Bank/san F (FRCB) | 1.6 | $5.4M | 55k | 98.11 | |
MGM Resorts International. (MGM) | 1.3 | $4.2M | 151k | 28.15 | |
Constellation Brands (STZ) | 1.1 | $3.8M | 18k | 215.91 | |
Mgm Growth Properties | 1.1 | $3.8M | 126k | 30.07 | |
Intel Corporation (INTC) | 1.0 | $3.4M | 67k | 50.19 | |
Nuveen Hgh Inc Dec18 Trgt Tr | 0.9 | $3.1M | 314k | 9.84 | |
Invesco Exchng Traded Fd Tr china technlgy (CQQQ) | 0.9 | $3.0M | 54k | 55.25 | |
Amazon (AMZN) | 0.8 | $2.7M | 1.6k | 1713.30 | |
Ishares Trust Msci China msci china idx (MCHI) | 0.8 | $2.7M | 43k | 63.67 | |
Ishares Inc msci india index (INDA) | 0.8 | $2.6M | 78k | 33.01 | |
Nextera Energy (NEE) | 0.7 | $2.5M | 15k | 168.98 | |
Lockheed Martin Corporation (LMT) | 0.7 | $2.4M | 7.9k | 299.08 | |
iShares Gold Trust | 0.7 | $2.3M | 196k | 11.90 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $2.2M | 13k | 172.77 | |
Nuveen High Income Target Term | 0.6 | $2.1M | 211k | 9.84 | |
iShares S&P NA Tec. Semi. Idx (SOXX) | 0.6 | $1.9M | 10k | 179.27 | |
iShares Russell 2000 Index (IWM) | 0.5 | $1.8M | 11k | 164.85 | |
Solaredge Technologies (SEDG) | 0.5 | $1.7M | 33k | 50.78 | |
SPDR Gold Trust (GLD) | 0.4 | $1.4M | 12k | 117.39 | |
Crown Castle Intl (CCI) | 0.4 | $1.4M | 13k | 108.15 | |
Invesco Exchng Traded Fd Tr calif amt mun (PWZ) | 0.4 | $1.3M | 51k | 25.82 | |
Microsoft Corporation (MSFT) | 0.4 | $1.3M | 13k | 99.95 | |
Pagseguro Digital Ltd-cl A (PAGS) | 0.4 | $1.2M | 44k | 27.11 | |
Starbucks Corporation (SBUX) | 0.3 | $1.2M | 24k | 49.04 | |
iShares MSCI Brazil Index (EWZ) | 0.3 | $1.2M | 37k | 31.86 | |
Kratos Defense & Security Solutions (KTOS) | 0.3 | $1.2M | 103k | 11.36 | |
Nuveen High Income November | 0.3 | $962k | 100k | 9.58 | |
Bank of America Corporation (BAC) | 0.2 | $811k | 29k | 28.26 | |
Energy Select Sector SPDR (XLE) | 0.2 | $794k | 11k | 74.74 | |
Invesco Dynamic Biotechnology other (PBE) | 0.2 | $815k | 15k | 55.48 | |
Pfizer (PFE) | 0.2 | $768k | 21k | 36.32 | |
EOG Resources (EOG) | 0.2 | $750k | 6.1k | 122.29 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.2 | $682k | 73k | 9.41 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $670k | 587.00 | 1141.40 | |
Berkshire Hathaway (BRK.B) | 0.2 | $601k | 3.2k | 187.64 | |
iShares MSCI EMU Index (EZU) | 0.2 | $596k | 15k | 40.73 | |
Blackstone | 0.2 | $560k | 17k | 33.11 | |
Ishares Tr usa min vo (USMV) | 0.2 | $549k | 10k | 53.21 | |
Spirit Of Tex Bancshares | 0.1 | $514k | 25k | 20.56 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $463k | 1.9k | 243.04 | |
3M Company (MMM) | 0.1 | $422k | 2.2k | 195.37 | |
At&t (T) | 0.1 | $425k | 13k | 32.14 | |
Amgen (AMGN) | 0.1 | $443k | 2.4k | 185.28 | |
UnitedHealth (UNH) | 0.1 | $415k | 1.7k | 247.32 | |
Energy Transfer Partners | 0.1 | $397k | 21k | 18.66 | |
Johnson & Johnson (JNJ) | 0.1 | $376k | 3.1k | 121.33 | |
Shopify Inc cl a (SHOP) | 0.1 | $378k | 2.5k | 149.11 | |
Baozun (BZUN) | 0.1 | $355k | 6.4k | 55.69 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $323k | 3.1k | 105.04 | |
Chevron Corporation (CVX) | 0.1 | $329k | 2.7k | 124.10 | |
Las Vegas Sands (LVS) | 0.1 | $327k | 4.6k | 71.09 | |
Gilead Sciences (GILD) | 0.1 | $317k | 4.5k | 71.11 | |
Twenty-first Century Fox | 0.1 | $328k | 6.7k | 49.14 | |
Nuveen High Income 2020 Targ | 0.1 | $343k | 34k | 9.96 | |
Sba Communications Corp (SBAC) | 0.1 | $333k | 2.0k | 164.44 | |
Exxon Mobil Corporation (XOM) | 0.1 | $300k | 3.7k | 81.61 | |
General Dynamics Corporation (GD) | 0.1 | $316k | 1.7k | 187.09 | |
Estee Lauder Companies (EL) | 0.1 | $316k | 2.2k | 142.34 | |
Nuveen Energy Mlp Total Return etf | 0.1 | $286k | 27k | 10.74 | |
Paypal Holdings (PYPL) | 0.1 | $293k | 3.5k | 83.74 | |
Etf Managers Tr tierra xp latin | 0.1 | $298k | 10k | 29.36 | |
IDEXX Laboratories (IDXX) | 0.1 | $265k | 1.2k | 220.83 | |
Scotts Miracle-Gro Company (SMG) | 0.1 | $280k | 3.4k | 83.33 | |
Prologis (PLD) | 0.1 | $283k | 4.4k | 64.32 | |
Arista Networks (ANET) | 0.1 | $254k | 975.00 | 260.51 | |
Boeing Company (BA) | 0.1 | $244k | 727.00 | 335.63 | |
Raytheon Company | 0.1 | $235k | 1.2k | 193.73 | |
Nike (NKE) | 0.1 | $240k | 3.1k | 78.07 | |
Procter & Gamble Company (PG) | 0.1 | $230k | 3.0k | 77.86 | |
Visa (V) | 0.1 | $246k | 1.9k | 131.97 | |
Oracle Corporation (ORCL) | 0.1 | $241k | 5.4k | 44.92 | |
Editas Medicine (EDIT) | 0.1 | $229k | 6.2k | 36.91 | |
T. Rowe Price (TROW) | 0.1 | $208k | 1.8k | 116.20 | |
Texas Instruments Incorporated (TXN) | 0.1 | $203k | 1.8k | 110.15 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $151k | 11k | 13.36 | |
Sirius Xm Holdings (SIRI) | 0.1 | $169k | 25k | 6.79 | |
BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $127k | 12k | 10.50 | |
Cronos Group (CRON) | 0.0 | $129k | 19k | 6.95 | |
Tesla Inc convertible security | 0.0 | $114k | 95k | 1.20 | |
Geron Corporation (GERN) | 0.0 | $35k | 10k | 3.50 | |
Tesla Motors Inc bond | 0.0 | $22k | 20k | 1.10 |