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
CAT
Caterpillar Inc

Industrials
13
+ 0.98%
$316.8 - $391.12 $4.12K - $5.08K
1.33K $521K
EFG
Msci Eafe Growth ETF

ETFs
543
+ 14.46%
$96.84 - $108.77 $52.6K - $59.1K
4.3K $462K
JNJ
Johnson & Johnson

Healthcare
193
+ 6.94%
$145.48 - $167.38 $28.1K - $32.3K
2.97K $481K
PPA
Invesco Exchange Traded Fd Tr

ETFs
284
+ 9.18%
$102.05 - $114.97 $29K - $32.7K
3.38K $388K
ANET
Arista Networks, Inc.

Technology
30
+ 1.71%
$311.42 - $388.21 $9.34K - $11.6K
1.78K $683K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
460
+ 4.5%
$59.93 - $66.52 $27.6K - $30.6K
10.7K $710K
VUG
Vanguard Growth ETF

ETFs
79
+ 2.2%
$341.08 - $391.94 $26.9K - $31K
3.67K $1.41M
BLK
Black Rock Inc.

Financial Services
13
+ 4.35%
$782.27 - $949.51 $10.2K - $12.3K
312 $296K
MSTR
Microstrategy Inc

Technology
1.76K
+ 900.0%
$114.3 - $1800.09 $202K - $3.18M
1.96K $330K
VB
Vanguard Small Cap ETF

ETFs
137
+ 9.55%
$214.77 - $237.72 $29.4K - $32.6K
1.57K $372K
LQD
Ishares Iboxx $ Investment Gra

ETFs
317
+ 9.13%
$106.11 - $113.72 $33.6K - $36K
3.79K $428K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
79
+ 11.38%
$386.81 - $423.12 $30.6K - $33.4K
773 $327K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
290
+ 21.45%
$127.29 - $141.5 $36.9K - $41K
1.64K $229K
KO
Coca Cola CO

Consumer Defensive
59
+ 0.95%
$62.69 - $73.01 $3.7K - $4.31K
6.25K $449K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
218
+ 2.11%
$57.32 - $62.65 $12.5K - $13.7K
10.6K $657K
SCHG
Schwab Strategic Tr Us Large C

ETFs
320
+ 5.67%
$92.63 - $105.69 $29.6K - $33.8K
5.97K $621K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
1.51K
+ 6.88%
$15.25 - $17.31 $23K - $26.1K
23.5K $389K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
94
+ 1.16%
$39.95 - $45.86 $3.76K - $4.31K
8.21K $374K
CRM
Salesforce, Inc.

Technology
43
+ 1.96%
$238.42 - $276.53 $10.3K - $11.9K
2.24K $612K
CSCO
Cisco Systems, Inc.

Technology
350
+ 7.97%
$44.74 - $53.22 $15.7K - $18.6K
4.74K $252K
IVE
Ishares S&P 500 Value ETF

ETFs
90
+ 5.38%
$181.06 - $197.17 $16.3K - $17.7K
1.76K $347K
TAXF
American Centy ETF Tr Diversif

ETFs
571
+ 5.03%
$50.16 - $51.43 $28.6K - $29.4K
11.9K $612K
IVW
Ishares S&P 500 Growth ETF

ETFs
150
+ 1.82%
$84.77 - $97.13 $12.7K - $14.6K
8.41K $805K
SRE
Sempra Energy

Utilities
163
+ 4.61%
$74.97 - $84.04 $12.2K - $13.7K
3.7K $309K
AMT
American Tower Corp

Real Estate
2
+ 0.19%
$192.27 - $242.73 $385 - $485
1.05K $244K
DHR
Danaher Corp

Healthcare
11
+ 0.84%
$239.25 - $280.76 $2.63K - $3.09K
1.32K $366K
PEP
Pepsico Inc

Consumer Defensive
158
+ 6.37%
$161.9 - $179.3 $25.6K - $28.3K
2.64K $448K
GE
General Electric CO

Industrials
20
+ 1.73%
$156.66 - $189.66 $3.13K - $3.79K
1.17K $221K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
724
+ 1.67%
$50.63 - $51.11 $36.7K - $37K
44.1K $2.25M
XOM
Exxon Mobil Corp

Energy
168
+ 2.98%
$109.72 - $119.0 $18.4K - $20K
5.81K $681K
VO
Vanguard Mid Cap ETF

ETFs
26
+ 2.38%
$237.84 - $263.83 $6.18K - $6.86K
1.12K $295K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
280
+ 2.49%
$43.5 - $45.75 $12.2K - $12.8K
11.5K $526K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.19%
$283.28 - $314.39 $850 - $943
1.55K $487K
DVY
Ishares Tr

ETFs
12
+ 0.7%
$119.99 - $135.74 $1.44K - $1.63K
1.73K $233K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5
+ 0.09%
$58.03 - $65.37 $290 - $327
5.28K $342K
DFUS
Dimensional ETF Tr U S Equity

ETFs
16
+ 0.25%
$56.04 - $62.2 $897 - $995
6.49K $403K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
36
+ 1.99%
$117.9 - $128.2 $4.24K - $4.62K
1.84K $236K
QUAL
Ishares Msci Usa Quality Facto

ETFs
9
+ 0.39%
$162.64 - $179.3 $1.46K - $1.61K
2.31K $413K
CL
Colgate Palmolive CO

Consumer Defensive
13
+ 0.43%
$95.54 - $108.77 $1.24K - $1.41K
3.01K $312K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.31%
$173.36 - $189.8 $693 - $759
1.3K $246K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3
+ 0.04%
$38.51 - $41.69 $116 - $125
8.55K $356K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.11%
$59.25 - $65.33 $237 - $261
3.71K $240K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
13
+ 1.09%
$210.25 - $231.86 $2.73K - $3.01K
1.21K $269K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13
+ 0.31%
$63.28 - $70.06 $823 - $911
4.21K $294K
CMF
Ishares California Muni Bond E

ETFs
67
+ 0.68%
$56.65 - $58.17 $3.8K - $3.9K
9.92K $576K
HON
Honeywell International Inc

Industrials
101
+ 10.3%
$196.73 - $220.21 $19.9K - $22.2K
1.08K $223K
RSG
Republic Services, Inc.

Industrials
2
+ 0.18%
$189.34 - $208.21 $379 - $416
1.1K $220K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
14
+ 0.14%
$40.28 - $40.8 $564 - $571
10.1K $413K
T Rowe Price ETF Inc
1.4K
+ 17.21%
N/A
9.54K $0
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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