Gerber Kawasaki Wealth & Investment Management Purchases in Q2 2025

Gerber Kawasaki Wealth & Investment Management

  • $2.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
262
New
$544.07 - $787.63 $143K - $206K
262 $206K
NN
Nextnav Inc.

Communication Services
13.5K
New
$10.96 - $15.32 $148K - $207K
13.5K $205K
AMAT
Applied Materials Inc

Technology
1.11K
New
$126.95 - $183.52 $141K - $203K
1.11K $202K
MCO
Moodys Corp

Financial Services
403
New
$396.7 - $501.59 $160K - $202K
403 $202K
VO
Vanguard Mid Cap ETF

ETFs
597
+ 54.22%
$228.54 - $279.83 $136K - $167K
1.7K $475K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
580
+ 6.35%
$101.97 - $126.75 $59.1K - $73.5K
9.71K $1.23M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
16K
New
$10.51 - $11.34 $168K - $181K
16K $178K
XLU
Utilities Sector Spdr

ETFs
1.65K
+ 11.97%
$73.09 - $82.77 $120K - $136K
15.4K $1.26M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
439
+ 5.32%
$108.06 - $135.3 $47.4K - $59.4K
8.69K $1.18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.45K
+ 1.99%
$37.08 - $42.26 $313K - $357K
433K $18M
ACHR
Archer Aviation Inc.

Industrials
15.4K
New
$6.2 - $13.3 $95.7K - $205K
15.4K $167K
RSP
Invesco S&P 500 Equal Weight E

ETFs
371
+ 3.26%
$152.93 - $181.74 $56.7K - $67.4K
11.8K $2.14M
IWB
Ishares Tr Russell 1000 ETF

ETFs
324
+ 21.25%
$272.36 - $339.57 $88.2K - $110K
1.85K $627K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
16K
New
$8.45 - $9.78 $135K - $156K
16K $156K
NU
Nu Holdings Ltd.

Financial Services
10.1K
New
$9.6 - $13.72 $97.4K - $139K
10.1K $139K
VEA
Vanguard Ftse Developed Market

ETFs
826
+ 5.87%
$45.65 - $57.01 $37.7K - $47.1K
14.9K $849K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.57K
+ 67.65%
$99.37 - $134.05 $156K - $210K
3.88K $440K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.1K
+ 23.26%
$17.76 - $22.1 $72.8K - $90.5K
21.7K $479K
CMF
Ishares California Muni Bond E

ETFs
2.53K
+ 12.54%
$54.52 - $56.7 $138K - $143K
22.7K $1.26M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
500
+ 1.23%
$39.94 - $44.64 $20K - $22.3K
41K $1.83M
CRM
Salesforce, Inc.

Technology
388
+ 10.49%
$236.26 - $291.15 $91.7K - $113K
4.09K $1.11M
RTX
Raytheon Technologies Corp

Industrials
174
+ 2.44%
$113.75 - $148.48 $19.8K - $25.8K
7.3K $1.07M
GE
General Electric CO

Industrials
117
+ 8.13%
$166.81 - $257.39 $19.5K - $30.1K
1.56K $400K
VTV
Vanguard Value ETF

ETFs
449
+ 5.4%
$153.67 - $176.74 $69K - $79.4K
8.77K $1.55M
IRM
Iron Mountain Inc

Real Estate
63
+ 1.01%
$76.93 - $105.25 $4.85K - $6.63K
6.28K $644K
PPA
Invesco Exchange Traded Fd Tr

ETFs
169
+ 5.1%
$105.2 - $141.69 $17.8K - $23.9K
3.48K $493K
URI
United Rentals, Inc.

Industrials
41
+ 6.73%
$551.94 - $753.4 $22.6K - $30.9K
650 $489K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
995
+ 8.7%
$69.8 - $85.28 $69.5K - $84.9K
12.4K $1.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
547
+ 5.91%
$55.54 - $69.09 $30.4K - $37.8K
9.81K $677K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.18K
+ 17.66%
$18.94 - $21.67 $98.1K - $112K
34.5K $730K
IVE
Ishares S&P 500 Value ETF

ETFs
461
+ 28.23%
$168.34 - $195.42 $77.6K - $90.1K
2.09K $409K
VB
Vanguard Small Cap ETF

ETFs
288
+ 18.19%
$193.73 - $237.37 $55.8K - $68.4K
1.87K $443K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
816
+ 19.3%
$60.34 - $74.89 $49.2K - $61.1K
5.05K $377K
MCD
Mcdonalds Corp

Consumer Cyclical
360
+ 41.43%
$285.55 - $321.23 $103K - $116K
1.23K $359K
V
Visa Inc.

Financial Services
161
+ 2.57%
$308.27 - $373.31 $49.6K - $60.1K
6.42K $2.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.02K
+ 17.02%
$39.89 - $49.46 $40.8K - $50.6K
7.04K $348K
OCGN
Ocugen, Inc.

Healthcare
69.1K
New
$0.58 - $1.2 $40.1K - $83K
69.1K $67K
DFIV
Dimensional ETF Tr

ETFs
698
+ 8.32%
$34.67 - $43.21 $24.2K - $30.2K
9.09K $389K
PM
Philip Morris International Inc.

Consumer Defensive
64
+ 3.66%
$149.23 - $184.95 $9.55K - $11.8K
1.81K $329K
SAP
Sap Se

Technology
61
+ 7.92%
$237.53 - $309.8 $14.5K - $18.9K
831 $252K
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.28%
$53.65 - $67.02 $966 - $1.21K
6.54K $438K
IEFA
Ishares Tr

ETFs
146
+ 3.81%
$67.83 - $84.09 $9.9K - $12.3K
3.98K $332K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
245
+ 10.4%
$114.78 - $133.31 $28.1K - $32.7K
2.6K $346K
MA
Mastercard Inc

Financial Services
47
+ 4.55%
$479.92 - $590.74 $22.6K - $27.8K
1.08K $606K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109
+ 1.6%
$32.66 - $40.75 $3.56K - $4.44K
6.94K $281K
HPP
Hudson Pacific Properties, Inc.

Real Estate
11.8K
New
$1.86 - $3.08 $21.9K - $36.3K
11.8K $32K
RSG
Republic Services, Inc.

Industrials
102
+ 8.55%
$227.2 - $258.07 $23.2K - $26.3K
1.3K $319K
ABT
Abbott Laboratories

Healthcare
179
+ 9.39%
$123.95 - $138.08 $22.2K - $24.7K
2.09K $283K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.3K
+ 12.69%
$25.57 - $26.34 $33.2K - $34.2K
11.5K $300K
Activity Summary
Buys All Purchases 198 New Holdings 36 Increased Positions 162 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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