Gerber Kawasaki Wealth & Investment Management Purchases in Q1 2025

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
172K
+ 20.71%
$65.06 - $72.31 $11.2M - $12.4M
1M $69.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
81.4K
+ 10.62%
$95.85 - $99.25 $7.8M - $8.07M
847K $83.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
148K
+ 7.92%
$49.78 - $53.19 $7.35M - $7.86M
2.01M $103M
XLV
Select Sector Spdr Fund Health

ETFs
16.7K
+ 5.27%
$137.61 - $149.68 $2.3M - $2.5M
334K $48.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
84.2K
+ 31.55%
$50.39 - $50.66 $4.24M - $4.26M
351K $17.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
127K
+ 10.54%
$28.27 - $29.28 $3.58M - $3.7M
1.33M $38.5M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
10.2K
+ 4.05%
$162.48 - $175.37 $1.65M - $1.78M
261K $45.4M
META
Meta Platforms, Inc.

Communication Services
6.08K
+ 52.79%
$576.36 - $736.67 $3.5M - $4.48M
17.6K $10.1M
IAU
Ishares Gold Trust

ETFs
34.9K
+ 43.04%
$49.74 - $58.96 $1.73M - $2.06M
116K $6.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.04K
+ 12.37%
$442.66 - $534.52 $902K - $1.09M
18.5K $9.85M
XLRE
Select Sector Spdr Tr Real Est

ETFs
37.1K
+ 9.55%
$39.18 - $43.52 $1.45M - $1.61M
425K $17.8M
XLP
Consumer Staples Sector Spdr

ETFs
24.5K
+ 8.67%
N/A
307K $23.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
35.8K
+ 10.17%
$47.33 - $47.92 $1.69M - $1.71M
387K $18.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.6K
+ 0.92%
$27.01 - $28.54 $474K - $501K
1.93M $53.9M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
82.3K
+ 21.62%
$22.83 - $23.75 $1.88M - $1.95M
463K $10.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
32.8K
+ 130.33%
$42.38 - $43.28 $1.39M - $1.42M
58K $2.47M
LLY
Eli Lilly & CO

Healthcare
1.22K
+ 18.75%
$725.72 - $929.72 $888K - $1.14M
7.75K $6.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.7K
+ 6.86%
$94.86 - $97.12 $1.2M - $1.23M
198K $18.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
21.2K
+ 51.74%
$50.87 - $51.09 $1.08M - $1.08M
62.2K $3.17M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
27.3K
+ 34.03%
$36.63 - $37.45 $1M - $1.02M
108K $3.96M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
31.8K
+ 183.93%
$24.39 - $35.22 $777K - $1.12M
49.2K $1.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
10K
New
$92.45 - $106.69 $928K - $1.07M
10K $932K
PWZ
Invesco California Amt Free Mu

ETFs
82.6K
+ 6.71%
$23.68 - $24.72 $1.95M - $2.04M
1.31M $31.3M
JPM
Jpmorgan Chase & CO

Financial Services
3.11K
+ 23.56%
$225.19 - $279.95 $701K - $871K
16.3K $4M
WMT
Walmart Inc.

Consumer Defensive
9.83K
+ 34.64%
$84.5 - $105.05 $831K - $1.03M
38.2K $3.35M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.23K
New
$74.85 - $84.89 $691K - $783K
9.23K $754K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.74K
+ 23.96%
$507.05 - $563.67 $884K - $983K
9.02K $4.64M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
14.8K
+ 18.37%
$211.47 - $267.17 $3.12M - $3.94M
95.1K $20.1M
FSK
Fs Kkr Capital Corp

Financial Services
38.1K
+ 17.25%
$20.47 - $24.06 $780K - $916K
259K $5.42M
PBE
Invesco Exchange Traded Fd Tr

ETFs
20.4K
+ 9.12%
$63.44 - $70.44 $1.29M - $1.44M
244K $15.5M
XLI
Industrial Sector Spdr

ETFs
4.94K
+ 4.0%
$128.78 - $141.67 $637K - $700K
129K $16.9M
GBIL
Goldman Sachs Access Treasury

ETFs
5.31K
+ 333.1%
$99.85 - $100.19 $531K - $532K
6.91K $692K
CGDV
Capital Group Divid Value ETF

ETFs
5.21K
+ 0.63%
$34.95 - $37.36 $182K - $195K
833K $29.7M
RTX
Raytheon Technologies Corp

Industrials
3.06K
+ 75.27%
$114.1 - $135.66 $349K - $415K
7.12K $943K
GENI
Genius Sports LTD

Communication Services
37.7K
+ 72.74%
$8.32 - $11.08 $314K - $418K
89.6K $897K
SNOW
Snowflake Inc.

Technology
2.77K
New
$146.16 - $192.78 $405K - $534K
2.77K $404K
BA
Boeing CO

Industrials
2.31K
New
$148.15 - $186.25 $343K - $431K
2.31K $394K
GLD
Spdr Gold Trust

ETFs
292
+ 4.65%
$243.19 - $288.14 $71K - $84.1K
6.57K $1.89M
MSI
Motorola Solutions, Inc.

Technology
847
New
$411.73 - $482.1 $349K - $408K
847 $370K
VEA
Vanguard Ftse Developed Market

ETFs
6.82K
+ 94.03%
$47.4 - $52.99 $323K - $361K
14.1K $715K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.1K
+ 16.04%
$308.87 - $383.33 $341K - $423K
7.99K $2.61M
SYK
Stryker Corp

Healthcare
772
+ 18.87%
$355.18 - $399.9 $274K - $309K
4.86K $1.81M
CMF
Ishares California Muni Bond E

ETFs
6.14K
+ 43.73%
$55.93 - $57.47 $343K - $353K
20.2K $1.13M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.32K
New
$80.53 - $147.57 $186K - $342K
2.32K $306K
RSG
Republic Services, Inc.

Industrials
1.19K
New
$200.09 - $242.16 $239K - $289K
1.19K $288K
AEE
Ameren Corp

Utilities
2.83K
New
$86.87 - $103.67 $246K - $293K
2.83K $283K
CRWD
Crowd Strike Holdings, Inc.

Technology
690
+ 18.36%
$308.86 - $455.36 $213K - $314K
4.45K $1.57M
TRV
Travelers Companies, Inc.

Financial Services
1.07K
New
$232.43 - $265.13 $249K - $284K
1.07K $282K
V
Visa Inc.

Financial Services
197
+ 3.25%
$306.92 - $362.71 $60.5K - $71.5K
6.26K $2.19M
Activity Summary
Buys All Purchases 198 New Holdings 26 Increased Positions 172 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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