Gerber, LLC Portfolio Holdings

Gerber, LLC

  • $136 Billion
  • Q3 2024

Gerber, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $13.7B, Fidelity Covington Trust with a value of $13.2B, Invesco Qqq Trust, Series 1 with a value of $12.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.2B, and Ark ETF Tr Innovation ETF (De) with a value of $9.21B.

Examining the 13F form we can see an increase of $8.94B in the current position value, from $127B to 136B.

Gerber, LLC is based out at Columbus, OH

Below you can find more details about Gerber, LLC portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
ETFs: $55.9 Billion
Technology: $22 Billion
Consumer Cyclical: $15.7 Billion
Financial Services: $12.4 Billion
Healthcare: $5.74 Billion
Communication Services: $3.9 Billion
Industrials: $3.31 Billion
Consumer Defensive: $1.01 Billion
Other: $1.69 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404M
$1.73 Billion 1.27% of portfolio
281,778
Q1 2024 Added 10.17%
$1.24B
$595 Million 0.44% of portfolio
30,800
Q3 2024 Reduced 10.2%
$453M
$309 Million 0.23% of portfolio
1,915
Q4 2023 New
$375M
$217 Million 0.16% of portfolio
31,200
Q1 2024 Added 178.57%
$682M
$143 Million 0.1% of portfolio
34,600
Q2 2024 Added 25.36%
$640M
$80.6 Million 0.06% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $136 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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