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
PM
Philip Morris International Inc.

Consumer Defensive
1.75K
New
$117.15 - $158.79 $205K - $277K
1.75K $277K
IEF
Ishares Barclays

ETFs
2.55K
+ 34.1%
$91.17 - $95.39 $232K - $243K
10K $955K
T
At&T Inc.

Communication Services
9.37K
New
$21.56 - $28.28 $202K - $265K
9.37K $265K
KO
Coca Cola CO

Consumer Defensive
2.78K
+ 42.6%
$60.81 - $72.32 $169K - $201K
9.32K $667K
ABT
Abbott Laboratories

Healthcare
1.91K
New
$111.1 - $140.22 $212K - $267K
1.91K $252K
COP
Conocophillips

Energy
2.3K
New
$88.6 - $105.85 $203K - $243K
2.3K $241K
VGT
Vanguard Information Technolog

ETFs
578
+ 55.21%
$542.38 - $646.34 $313K - $374K
1.63K $881K
AZN
Astrazeneca PLC

Healthcare
3.02K
New
$65.37 - $77.96 $197K - $235K
3.02K $221K
HSY
Hershey CO

Consumer Defensive
1.3K
New
$144.74 - $186.36 $187K - $241K
1.3K $221K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.21K
+ 53.07%
$58.01 - $64.46 $186K - $207K
9.26K $574K
CRM
Salesforce, Inc.

Technology
1.38K
+ 59.48%
$268.36 - $359.95 $370K - $497K
3.7K $992K
SAP
Sap Se

Technology
770
New
$241.4 - $293.69 $186K - $226K
770 $206K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.97K
New
$51.45 - $58.51 $204K - $232K
3.97K $205K
IBM
International Business Machines Corp

Technology
655
+ 46.29%
$217.4 - $264.74 $142K - $173K
2.07K $514K
ITA
Ishares Tr

ETFs
486
+ 2.97%
$144.84 - $159.5 $70.4K - $77.5K
16.8K $2.58M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
18K
New
$10.55 - $11.13 $190K - $200K
18K $192K
IYF
Ishares Tr

ETFs
1.11K
+ 3.87%
$107.69 - $119.37 $120K - $133K
29.8K $3.37M
AIQ
Global X Funds Global X Artifi

ETFs
5.72K
+ 35.64%
$36.38 - $42.77 $208K - $244K
21.8K $791K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.17K
+ 30.58%
$128.74 - $138.67 $150K - $162K
4.98K $676K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.15K
+ 29.3%
$21.75 - $24.28 $199K - $222K
40.4K $891K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
+ 85.91%
$165.25 - $224.62 $214K - $290K
2.8K $464K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
12.8K
New
$10.61 - $16.49 $135K - $210K
12.8K $158K
ABBV
Abb Vie Inc.

Healthcare
112
+ 2.71%
$169.2 - $216.66 $19K - $24.3K
4.24K $888K
XOM
Exxon Mobil Corp

Energy
699
+ 11.67%
$105.44 - $118.93 $73.7K - $83.1K
6.69K $795K
SNAP
Snap Inc

Communication Services
14.8K
New
$8.37 - $12.57 $124K - $186K
14.8K $129K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.06K
+ 27.6%
$105.1 - $109.61 $111K - $116K
4.9K $532K
MELI
Mercadolibre Inc

Consumer Cyclical
24
+ 8.16%
$1739.0 - $2260.0 $41.7K - $54.2K
318 $620K
ELV
Elevance Health, Inc.

Healthcare
182
+ 30.74%
$365.9 - $436.25 $66.6K - $79.4K
774 $336K
PEP
Pepsico Inc

Consumer Defensive
803
+ 27.02%
$142.64 - $156.42 $115K - $126K
3.78K $566K
JNJ
Johnson & Johnson

Healthcare
282
+ 9.15%
$142.06 - $167.7 $40.1K - $47.3K
3.36K $557K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
5.36K
+ 23.71%
$15.05 - $16.47 $80.7K - $88.3K
28K $447K
PLTR
Palantir Technologies Inc.

Technology
2
+ 0.02%
$64.98 - $124.62 $130 - $249
12.1K $1.02M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13K
New
$7.89 - $8.07 $103K - $105K
13K $103K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4.13K
+ 10.06%
$95.53 - $112.45 $394K - $464K
45.1K $4.37M
DVY
Ishares Tr

ETFs
603
+ 32.4%
$128.58 - $138.1 $77.5K - $83.3K
2.46K $330K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.22K
+ 1.66%
$27.64 - $28.58 $33.8K - $35K
75K $2.14M
ASML
Asml Holding Nv

Technology
246
+ 9.53%
$662.63 - $776.99 $163K - $191K
2.83K $1.87M
QCOM
Qualcomm Inc

Technology
532
+ 2.57%
$151.94 - $175.86 $80.8K - $93.6K
21.3K $3.27M
IDU
Ishares Tr U S Utils ETF

ETFs
459
+ 7.17%
$95.33 - $102.77 $43.8K - $47.2K
6.86K $696K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.98K
+ 5.93%
$19.04 - $20.15 $133K - $141K
125K $2.38M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.81K
+ 18.95%
$18.36 - $20.51 $51.5K - $57.6K
17.6K $348K
VTV
Vanguard Value ETF

ETFs
266
+ 3.3%
$167.73 - $179.21 $44.6K - $47.7K
8.32K $1.44M
SBUX
Starbucks Corp

Consumer Cyclical
228
+ 3.51%
$91.75 - $115.81 $20.9K - $26.4K
6.72K $658K
XLU
Utilities Sector Spdr

ETFs
302
+ 2.24%
$74.7 - $80.27 $22.6K - $24.2K
13.8K $1.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.15K
+ 23.38%
$24.91 - $29.02 $128K - $150K
27.2K $680K
CSCO
Cisco Systems, Inc.

Technology
917
+ 24.39%
$58.74 - $64.87 $53.9K - $59.5K
4.68K $288K
UNH
Unitedhealth Group Inc

Healthcare
82
+ 6.97%
$461.52 - $548.18 $37.8K - $45K
1.26K $658K
MA
Mastercard Inc

Financial Services
77
+ 8.06%
$504.67 - $576.31 $38.9K - $44.4K
1.03K $565K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.17K
+ 24.09%
$42.5 - $46.71 $49.6K - $54.6K
6.02K $272K
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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