Gerber Kawasaki Wealth & Investment Management Portfolio Holdings

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025

Gerber Kawasaki Wealth & Investment Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.21 Billion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $162M, Spdr Portfolio with a value of $115M, Nvidia Corp with a value of $106M, Spdr Portfolio S&P 500 Value E with a value of $103M, and Ishares Core U.S. Aggregate Bo with a value of $83.8M.

Examining the 13F form we can see an decrease of $79.3M in the current position value, from $2.28B to 2.21B.

Below you can find more details about Gerber Kawasaki Wealth & Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $2.21 Billion
ETFs: $1.56 Billion
Technology: $295 Million
Consumer Cyclical: $130 Million
Communication Services: $107 Million
Financial Services: $38.7 Million
Healthcare: $22.3 Million
Real Estate: $18.6 Million
Industrials: $17.8 Million
Other: $15.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$162 Million 7.35% of portfolio
839,751
Q1 2025 Added 3.59%
$0
$115 Million 5.19% of portfolio
1,424,985
Q1 2025 Added 2.98%
$337B
$106 Million 4.79% of portfolio
975,394
Q1 2025 Added 0.1%
$0
$103 Million 4.66% of portfolio
2,012,915
Q1 2025 Added 7.92%
$0
$83.8 Million 3.8% of portfolio
847,280
Q1 2025 Added 10.62%
$3.23T
$83.7 Million 3.79% of portfolio
376,678
Q1 2025 Added 3.12%
$0
$69.8 Million 3.17% of portfolio
1,000,016
Q1 2025 Added 20.71%
$0
$67.4 Million 3.06% of portfolio
326,612
Q1 2025 Added 3.55%
$1.09T
$61.1 Million 2.77% of portfolio
235,919
Q1 2025 Reduced 10.08%
$0
$53.9 Million 2.44% of portfolio
1,926,141
Q1 2025 Added 0.92%
$0
$51.6 Million 2.34% of portfolio
1,036,357
Q1 2025 Reduced 1.57%
$3.43T
$51.3 Million 2.33% of portfolio
136,773
Q1 2025 Added 0.07%
$0
$48.8 Million 2.21% of portfolio
334,287
Q1 2025 Added 5.27%
$0
$47.6 Million 2.16% of portfolio
241,292
Q1 2025 Reduced 1.33%
$0
$45.4 Million 2.06% of portfolio
261,114
Q1 2025 Added 4.05%
$1.05T
$41.5 Million 1.88% of portfolio
265,678
Q1 2025 Added 4.79%
$2.09T
$34.7 Million 1.58% of portfolio
182,610
Q1 2025 Added 2.91%
$537B
$33.4 Million 1.51% of portfolio
35,785
Q1 2025 Reduced 2.72%
$0
$31.3 Million 1.42% of portfolio
1,312,859
Q1 2025 Added 6.71%
$0
$30.9 Million 1.4% of portfolio
320,632
Q1 2025 Reduced 2.44%
$0
$29.7 Million 1.35% of portfolio
833,204
Q1 2025 Added 0.63%
$0
$29.5 Million 1.34% of portfolio
724,357
Q1 2025 Added 7.32%
$0
$26.8 Million 1.22% of portfolio
783,548
Q1 2025 Reduced 2.49%
$0
$23.3 Million 1.06% of portfolio
306,980
Q1 2025 Added 8.67%
$0
$22.6 Million 1.03% of portfolio
40,288
Q1 2025 Added 0.9%
$0
$20.4 Million 0.92% of portfolio
398,375
Q1 2025 Added 6.55%
$0
$20.1 Million 0.91% of portfolio
95,117
Q1 2025 Added 18.37%
$0
$19.2 Million 0.87% of portfolio
656,814
Q1 2025 Added 12.2%
$0
$18.8 Million 0.85% of portfolio
197,688
Q1 2025 Added 6.86%
$0
$18.4 Million 0.84% of portfolio
387,490
Q1 2025 Added 10.17%
$0
$17.8 Million 0.81% of portfolio
350,981
Q1 2025 Added 31.55%
$0
$17.8 Million 0.81% of portfolio
425,027
Q1 2025 Added 9.55%
$0
$17.4 Million 0.79% of portfolio
108,162
Q1 2025 Added 0.38%
$0
$17.4 Million 0.79% of portfolio
894,995
Q1 2025 Added 1.42%
$0
$16.9 Million 0.76% of portfolio
128,607
Q1 2025 Added 4.0%
$0
$15.5 Million 0.7% of portfolio
243,959
Q1 2025 Added 9.12%
$0
$14.3 Million 0.65% of portfolio
30,411
Q1 2025 Added 7.05%
$377B
$14 Million 0.63% of portfolio
38,091
Q1 2025 Added 0.86%
$0
$14 Million 0.63% of portfolio
24,955
Q1 2025 Added 5.17%
$0
$13.5 Million 0.61% of portfolio
147,696
Q1 2025 Added 3.0%
$30.5B
$13.1 Million 0.59% of portfolio
401,011
Q1 2025 Reduced 3.92%
$206B
$12.1 Million 0.55% of portfolio
122,786
Q1 2025 Reduced 0.59%
$0
$11.8 Million 0.54% of portfolio
77,179
Q1 2025 Reduced 1.22%
$0
$11.5 Million 0.52% of portfolio
122,441
Q1 2025 Reduced 1.32%
$0
$11.2 Million 0.51% of portfolio
185,884
Q1 2025 Reduced 3.94%
$0
$10.7 Million 0.48% of portfolio
463,054
Q1 2025 Added 21.62%
$98.4B
$10.4 Million 0.47% of portfolio
74,137
Q1 2025 Reduced 0.37%
$0
$10.4 Million 0.47% of portfolio
405,393
Q1 2025 Reduced 7.22%
$1.46T
$10.1 Million 0.46% of portfolio
17,592
Q1 2025 Added 52.79%

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $2.21 Billion
  • Prior Value $2.28 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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