Gerber Kawasaki Wealth & Investment Management Purchases in Q3 2024

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
942
+ 15.95%
$475.2 - $527.7 $448K - $497K
6.85K $3.61M
FSK
Fs Kkr Capital Corp

Financial Services
30.9K
+ 29.04%
$18.74 - $20.43 $579K - $631K
137K $2.71M
MELI
Mercadolibre Inc

Consumer Cyclical
292
New
$1591.44 - $2140.1 $465K - $625K
292 $598K
VTV
Vanguard Value ETF

ETFs
3.02K
+ 63.62%
$159.75 - $174.57 $482K - $527K
7.76K $1.35M
SYK
Stryker Corp

Healthcare
1.58K
New
$315.94 - $371.96 $500K - $588K
1.58K $571K
IYF
Ishares Tr

ETFs
2.38K
+ 9.27%
$93.83 - $105.05 $223K - $250K
28.1K $2.92M
CGCP
Capital Group Core Plus Income

ETFs
19.9K
+ 120.22%
$22.12 - $23.31 $439K - $463K
36.4K $841K
COST
Costco Wholesale Corp

Consumer Defensive
271
+ 7.23%
$801.83 - $917.05 $217K - $249K
4.02K $3.56M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
10.4K
+ 15.8%
$27.8 - $29.26 $288K - $303K
75.9K $2.21M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
330
+ 26.81%
$1024.09 - $1201.76 $338K - $397K
1.56K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
230
+ 0.89%
$434.77 - $502.96 $100K - $116K
26.1K $12.7M
VBR
Vanguard Small Cap Value ETF

ETFs
1.61K
New
$179.99 - $201.6 $289K - $324K
1.61K $322K
NOW
Service Now, Inc.

Technology
290
+ 71.78%
$730.87 - $937.36 $212K - $272K
694 $620K
IBM
International Business Machines Corp

Technology
1.35K
New
$175.1 - $223.38 $236K - $301K
1.35K $298K
AAOI
Applied Optoelectronics, Inc.

Technology
20.7K
New
$6.87 - $15.89 $142K - $329K
20.7K $296K
AXP
American Express CO

Financial Services
764
+ 36.71%
$225.92 - $271.17 $173K - $207K
2.85K $771K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.76K
New
$36.98 - $41.55 $250K - $281K
6.76K $278K
IEFA
Ishares Tr

ETFs
3.51K
New
$70.09 - $78.74 $246K - $276K
3.51K $273K
IBB
Ishares Biotechnology ETF

ETFs
539
+ 2.44%
$135.09 - $149.47 $72.8K - $80.6K
22.7K $3.3M
WMT
Walmart Inc.

Consumer Defensive
1.82K
+ 22.18%
$66.91 - $81.4 $122K - $148K
10K $810K
GLD
Spdr Gold Trust

ETFs
338
+ 5.86%
$215.56 - $246.98 $72.9K - $83.5K
6.11K $1.49M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
5.76K
+ 5.32%
$19.48 - $20.97 $112K - $121K
114K $2.37M
MUB
Ishares National Muni Bond ETF

ETFs
954
+ 1.49%
$106.13 - $108.7 $101K - $104K
64.8K $7.04M
DLR
Digital Realty Trust, Inc.

Real Estate
1.02K
+ 14.26%
$144.47 - $162.98 $147K - $166K
8.15K $1.32M
MMM
3 M CO

Industrials
1.63K
New
$99.69 - $139.42 $163K - $228K
1.63K $223K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
907
New
$211.47 - $281.27 $192K - $255K
907 $222K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.6K
New
$41.9 - $48.26 $193K - $222K
4.6K $220K
GD
General Dynamics Corp

Industrials
671
+ 48.73%
$279.51 - $308.09 $188K - $207K
2.05K $618K
GS
Goldman Sachs Group Inc

Financial Services
429
New
$459.02 - $510.25 $197K - $219K
429 $212K
CB
Chubb LTD

Financial Services
722
New
$252.51 - $292.2 $182K - $211K
722 $208K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.01K
New
$168.57 - $213.65 $170K - $216K
1.01K $206K
AZN
Astrazeneca PLC

Healthcare
2.61K
New
$76.67 - $87.62 $200K - $229K
2.61K $203K
GTO
Invesco Actively Managed ETF T

ETFs
3.83K
New
$46.22 - $48.77 $177K - $187K
3.83K $184K
DFIV
Dimensional ETF Tr

ETFs
4.08K
+ 43.83%
$34.66 - $38.38 $141K - $157K
13.4K $509K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
99
+ 0.2%
$19.78 - $23.53 $1.96K - $2.33K
49.4K $1.14M
IYW
Ishares Dj Us Tech ETF

ETFs
936
New
$133.16 - $158.73 $125K - $149K
936 $141K
LLY
Eli Lilly & CO

Healthcare
195
+ 10.46%
$772.14 - $960.02 $151K - $187K
2.06K $1.82M
IDU
Ishares Tr U S Utils ETF

ETFs
421
+ 7.16%
$87.2 - $102.21 $36.7K - $43K
6.3K $642K
AIQ
Global X Funds Global X Artifi

ETFs
3.01K
+ 40.17%
$31.85 - $37.36 $95.7K - $112K
10.5K $389K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
391
+ 2.97%
$90.87 - $102.43 $35.5K - $40.1K
13.6K $1.34M
AMD
Advanced Micro Devices Inc

Technology
540
+ 3.4%
$128.67 - $183.96 $69.5K - $99.3K
16.4K $2.7M
ON
On Semiconductor Corp

Technology
1.53K
New
$66.39 - $78.74 $101K - $120K
1.53K $110K
URI
United Rentals, Inc.

Industrials
1
+ 0.15%
$627.41 - $814.1 $627 - $814
650 $526K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
91
+ 0.99%
$105.53 - $118.34 $9.6K - $10.8K
9.33K $1.09M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.8K
New
$7.45 - $8.23 $95.7K - $106K
12.8K $103K
PANW
Palo Alto Networks Inc

Technology
224
+ 3.09%
$294.18 - $368.01 $65.9K - $82.4K
7.48K $2.56M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.1K
+ 13.94%
$26.43 - $29.86 $55.4K - $62.6K
17.1K $506K
ITOT
Ishares Core S&P Total U.S. St

ETFs
632
+ 32.29%
$113.41 - $125.62 $71.7K - $79.4K
2.59K $325K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.37K
+ 6.61%
$41.95 - $43.42 $57.5K - $59.5K
22.1K $959K
Activity Summary
Buys All Purchases 161 New Holdings 21 Increased Positions 140 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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