Gerber Kawasaki Wealth & Investment Management Portfolio Holdings

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

Gerber Kawasaki Wealth & Investment Management has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.16 Billion distributed in 286 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 $155M, Nvidia Corp with a value of $121M, Spdr Portfolio with a value of $109M, Spdr Portfolio S&P 500 Value E with a value of $93.4M, and Apple Inc. with a value of $85.9M.

Examining the 13F form we can see an increase of $185M in the current position value, from $1.98B to 2.16B.

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

Portfolio value $2.16 Billion
ETFs: $1.47 Billion
Technology: $325 Million
Consumer Cyclical: $160 Million
Communication Services: $91.7 Million
Financial Services: $33.6 Million
Healthcare: $27.8 Million
Real Estate: $21.8 Million
Industrials: $16.5 Million
Other: $12.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$155 Million 7.18% of portfolio
773,368
Q3 2024 Added 1.1%
$345B
$121 Million 5.59% of portfolio
996,537
Q3 2024 Reduced 6.08%
$0
$109 Million 5.06% of portfolio
1,319,267
Q3 2024 Added 190.29%
$0
$93.4 Million 4.32% of portfolio
1,767,302
Q3 2024 Added 1.65%
$3.85T
$85.9 Million 3.97% of portfolio
368,983
Q3 2024 Added 1.06%
$0
$73.5 Million 3.4% of portfolio
725,693
Q3 2024 Added 13.65%
$1.13T
$71.9 Million 3.33% of portfolio
274,931
Q3 2024 Reduced 5.47%
$0
$69.6 Million 3.22% of portfolio
308,277
Q3 2024 Reduced 20.93%
$3.21T
$57.9 Million 2.68% of portfolio
134,593
Q3 2024 Added 0.46%
$0
$55.9 Million 2.59% of portfolio
770,126
Q3 2024 Added 11.81%
$0
$53.4 Million 2.47% of portfolio
632,126
Q3 2024 Reduced 1.94%
$0
$48.5 Million 2.24% of portfolio
314,631
Q3 2024 Reduced 8.01%
$0
$47.8 Million 2.21% of portfolio
238,456
Q3 2024 Reduced 2.55%
$0
$45.5 Million 2.1% of portfolio
1,003,906
Q3 2024 Added 3.32%
$0
$40.4 Million 1.87% of portfolio
238,752
Q3 2024 Reduced 25.36%
$1.05T
$39.7 Million 1.84% of portfolio
237,633
Q3 2024 Added 3.3%
$2.15T
$31.8 Million 1.47% of portfolio
170,800
Q3 2024 Added 9.67%
$0
$30.1 Million 1.39% of portfolio
130,420
Q3 2024 Added 50.33%
$0
$29.2 Million 1.35% of portfolio
1,166,001
Q3 2024 Added 13.81%
$0
$29 Million 1.34% of portfolio
636,230
Q3 2024 Added 8.56%
$0
$28.6 Million 1.32% of portfolio
316,047
Q3 2024 Added 4.0%
$0
$28.3 Million 1.31% of portfolio
777,258
Q3 2024 Reduced 4.14%
$0
$27.1 Million 1.25% of portfolio
777,784
Q3 2024 Reduced 3.39%
$400B
$26 Million 1.2% of portfolio
36,602
Q3 2024 Reduced 2.19%
$15.1B
$23.8 Million 1.1% of portfolio
607,967
Q3 2024 Reduced 2.65%
$0
$21.4 Million 0.99% of portfolio
37,115
Q3 2024 Added 9.14%
$0
$20.1 Million 0.93% of portfolio
264,141
Q3 2024 Added 5.42%
$0
$19.2 Million 0.89% of portfolio
351,428
Q3 2024 Added 7.41%
$0
$17.6 Million 0.81% of portfolio
820,976
Q3 2024 Added 5.32%
$0
$17.1 Million 0.79% of portfolio
174,669
Q3 2024 Added 12.83%
$0
$16.7 Million 0.77% of portfolio
569,035
Q3 2024 Added 15.13%
$0
$16.4 Million 0.76% of portfolio
367,716
Q3 2024 Added 893.99%
$0
$16 Million 0.74% of portfolio
101,453
Q3 2024 Added 3.09%
$0
$16 Million 0.74% of portfolio
118,008
Q3 2024 Added 8.36%
$0
$15.6 Million 0.72% of portfolio
323,963
Q3 2024 Added 15.75%
$437B
$15.2 Million 0.7% of portfolio
37,464
Q3 2024 Reduced 0.66%
$0
$15.2 Million 0.7% of portfolio
217,041
Q3 2024 Reduced 30.67%
$31B
$14.6 Million 0.67% of portfolio
437,806
Q3 2024 Reduced 1.18%
$0
$13.6 Million 0.63% of portfolio
23,738
Q3 2024 Added 3.43%
$0
$12.7 Million 0.59% of portfolio
26,062
Q3 2024 Added 0.89%
$0
$12.4 Million 0.57% of portfolio
243,969
Q3 2024 Reduced 1.87%
$245B
$12.4 Million 0.57% of portfolio
104,084
Q3 2024 Added 7.35%
$0
$12.1 Million 0.56% of portfolio
77,331
Q3 2024 Reduced 1.14%
$214B
$11.8 Million 0.55% of portfolio
123,159
Q3 2024 Reduced 5.05%
$0
$11.6 Million 0.54% of portfolio
196,597
Q3 2024 Reduced 11.71%
$0
$11.5 Million 0.53% of portfolio
126,118
Q3 2024 Reduced 0.58%
$133B
$11 Million 0.51% of portfolio
71,877
Q3 2024 Added 0.33%
$0
$10.9 Million 0.5% of portfolio
417,314
Q3 2024 Added 4.67%
$0
$10.7 Million 0.49% of portfolio
104,242
Q3 2024 Added 2.52%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $2.16 Billion
  • Prior Value $1.98 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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