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
GE
General Electric CO

Industrials
61
+ 4.43%
$168.59 - $212.13 $10.3K - $12.9K
1.44K $288K
VIG
Vanguard Dividend Appreciation

ETFs
311
+ 3.01%
N/A
10.7K $1.94M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
36
+ 0.21%
$26.71 - $31.58 $962 - $1.14K
16.9K $513K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.23K
+ 5.17%
$551.42 - $612.93 $677K - $752K
25K $14M
IEFA
Ishares Tr

ETFs
361
+ 10.4%
$69.57 - $78.65 $25.1K - $28.4K
3.83K $289K
WM
Waste Management Inc

Industrials
10
+ 0.67%
$200.54 - $233.78 $2.01K - $2.34K
1.5K $347K
GS
Goldman Sachs Group Inc

Financial Services
109
+ 19.57%
$524.81 - $672.19 $57.2K - $73.3K
666 $363K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.01K
+ 9.93%
$40.24 - $40.65 $40.6K - $41K
11.2K $454K
MMM
3 M CO

Industrials
98
+ 5.88%
$129.7 - $155.12 $12.7K - $15.2K
1.76K $259K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 0.95%
$208.48 - $244.03 $2.5K - $2.93K
1.27K $310K
IYH
Ishares Tr

ETFs
515
+ 14.1%
$58.32 - $62.76 $30K - $32.3K
4.17K $253K
AMT
American Tower Corp

Real Estate
16
+ 1.46%
$173.46 - $217.6 $2.78K - $3.48K
1.11K $242K
SBAC
Sba Communications Corp

Real Estate
52
+ 2.89%
$192.76 - $224.91 $10K - $11.7K
1.85K $407K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
1.53K
+ 9.82%
$21.49 - $22.24 $32.8K - $34K
17.1K $378K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
936
+ 4.25%
$61.91 - $66.79 $57.9K - $62.5K
22.9K $1.43M
NEAR
Blackrock Short Maturity Bond

ETFs
718
+ 15.79%
$50.4 - $50.89 $36.2K - $36.5K
5.26K $267K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
980
+ 10.6%
$25.21 - $26.38 $24.7K - $25.9K
10.2K $269K
RSP
Invesco S&P 500 Equal Weight E

ETFs
332
+ 3.0%
$169.43 - $182.84 $56.3K - $60.7K
11.4K $1.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
247
+ 11.71%
$126.11 - $135.06 $31.1K - $33.4K
2.36K $303K
DFIV
Dimensional ETF Tr

ETFs
30
+ 0.36%
$35.33 - $40.77 $1.06K - $1.22K
8.39K $330K
GPC
Genuine Parts CO

Consumer Cyclical
188
+ 4.74%
$115.91 - $129.02 $21.8K - $24.3K
4.15K $494K
IEMG
Ishares Inc

ETFs
532
+ 7.16%
N/A
7.97K $427K
PG
Procter & Gamble CO

Consumer Defensive
71
+ 1.29%
$158.56 - $176.26 $11.3K - $12.5K
5.57K $948K
TAXF
American Centy ETF Tr Diversif

ETFs
674
+ 5.32%
$49.19 - $50.86 $33.2K - $34.3K
13.4K $660K
IWD
Ishares Russell 1000 Val ETF

ETFs
113
+ 9.01%
$182.82 - $196.21 $20.7K - $22.2K
1.37K $257K
DLR
Digital Realty Trust, Inc.

Real Estate
2.3K
+ 25.52%
$142.1 - $183.56 $326K - $422K
11.3K $1.62M
ABNB
Airbnb, Inc.

Consumer Cyclical
380
+ 18.93%
$119.38 - $161.42 $45.4K - $61.3K
2.39K $285K
BND
Vanguard Bd Index Fd Inc Total

ETFs
133
+ 3.92%
$71.17 - $73.66 $9.47K - $9.8K
3.52K $258K
EFG
Msci Eafe Growth ETF

ETFs
5
+ 0.12%
$96.1 - $106.37 $481 - $532
4.15K $415K
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.08%
$85.68 - $97.5 $257 - $293
3.59K $336K
SPGI
S&P Global Inc.

Financial Services
9
+ 1.83%
$478.26 - $543.77 $4.3K - $4.89K
501 $254K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
4
+ 0.04%
$23.61 - $24.38 $94.4 - $97.5
9.1K $221K
SENS
Senseonics Holdings, Inc.

Healthcare
10.4K
New
$0.43 - $1.31 $4.47K - $13.6K
10.4K $6K
VB
Vanguard Small Cap ETF

ETFs
142
+ 9.85%
$217.89 - $252.64 $30.9K - $35.9K
1.58K $351K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
35
+ 0.41%
$39.96 - $43.3 $1.4K - $1.52K
8.63K $355K
VGSH
Vanguard

ETFs
23
+ 0.63%
$58.07 - $58.69 $1.34K - $1.35K
3.67K $215K
ITOT
Ishares Core S&P Total U.S. St

ETFs
209
+ 6.18%
$120.29 - $134.6 $25.1K - $28.1K
3.59K $437K
IVE
Ishares S&P 500 Value ETF

ETFs
15
+ 0.93%
$185.78 - $198.58 $2.79K - $2.98K
1.63K $311K
RBLX
Roblox Corp

Communication Services
1
+ 0.03%
$53.77 - $75.47 $53.8 - $75.5
3.72K $216K
Ge Vernova Inc
11.3K
+ 1666.67%
N/A
11.9K $0
Blackrock Inc
314
New
N/A
314 $0
FJAN
First Exc Trd Viii Cboe Vest U
6.25K
New
N/A
6.25K $0
Flutter Entmt PLC
1.4K
+ 31.53%
N/A
5.82K $0
Capital Group Core Balanced
15.1K
+ 25.56%
N/A
74.2K $0
Tko Group Holdings Inc
2.95K
New
N/A
2.95K $0
Global X Fds
408
+ 1.46%
N/A
28.3K $0
Arista Networks Inc
12
+ 0.17%
N/A
7.22K $0
Millrose Pptys Inc
14K
New
N/A
14K $0
Ishares Bitcoin Tr
3.19K
+ 6.14%
N/A
55.1K $0
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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