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
PFE
Pfizer Inc

Healthcare
987
+ 4.78%
$25.01 - $27.13 $24.7K - $26.8K
21.6K $547K
VVR
Invesco Senior Income Trust

Financial Services
401
+ 2.86%
$3.55 - $4.15 $1.42K - $1.66K
14.4K $54K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
681
+ 6.32%
$57.21 - $65.8 $39K - $44.8K
11.5K $668K
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.92%
$251.87 - $277.95 $2.52K - $2.78K
1.1K $284K
BAC
Bank Of America Corp

Financial Services
565
+ 4.12%
$39.61 - $47.74 $22.4K - $27K
14.3K $595K
HON
Honeywell International Inc

Industrials
28
+ 2.61%
$202.75 - $226.52 $5.68K - $6.34K
1.1K $232K
DFAS
Dimensional ETF Tr U S Small C

ETFs
161
+ 4.33%
$58.81 - $68.2 $9.47K - $11K
3.88K $231K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14
+ 0.33%
$67.03 - $74.61 $938 - $1.04K
4.23K $287K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.15%
$168.16 - $186.21 $504 - $559
2.07K $352K
CAT
Caterpillar Inc

Industrials
83
+ 5.87%
$326.75 - $407.63 $27.1K - $33.8K
1.5K $494K
MRK
Merck & Co., Inc.

Healthcare
467
+ 7.08%
$83.01 - $101.02 $38.8K - $47.2K
7.06K $633K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
251
+ 3.14%
$120.24 - $134.3 $30.2K - $33.7K
8.25K $1.01M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
35
+ 3.38%
$254.58 - $302.92 $8.91K - $10.6K
1.07K $273K
IWF
Ishares Russell 1000 Gr ETF

ETFs
33
+ 2.89%
$360.07 - $417.26 $11.9K - $13.8K
1.17K $423K
VUG
Vanguard Growth ETF

ETFs
267
+ 7.22%
$369.1 - $427.61 $98.5K - $114K
3.97K $1.47M
AXP
American Express CO

Financial Services
139
+ 4.44%
$255.39 - $325.87 $35.5K - $45.3K
3.27K $879K
SPMD
Spdr Portfolio

ETFs
24.5K
+ 6.55%
$50.21 - $57.73 $1.23M - $1.41M
398K $20.4M
SRE
Sempra Energy

Utilities
28
+ 0.73%
$67.85 - $87.67 $1.9K - $2.45K
3.84K $274K
CGGO
Capital Group Global Growth Eq

ETFs
4.53K
+ 1.97%
$28.33 - $30.84 $128K - $140K
235K $6.64M
IRM
Iron Mountain Inc

Real Estate
42
+ 0.68%
$82.79 - $111.31 $3.48K - $4.68K
6.22K $535K
PANW
Palo Alto Networks Inc

Technology
350
+ 2.29%
$167.82 - $208.28 $58.7K - $72.9K
15.7K $2.67M
NOW
Service Now, Inc.

Technology
3
+ 0.43%
$783.83 - $1170.39 $2.35K - $3.51K
705 $561K
CGUS
Capital Group Core Equity ETF
1.82K
+ 1.07%
$33.08 - $36.62 $60.1K - $66.5K
172K $5.73M
JPSE
J P Morgan Diversified Return

ETFs
8.18K
+ 4.61%
$42.78 - $48.51 $350K - $397K
186K $8.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2K
+ 7.05%
$468.34 - $539.52 $938K - $1.08M
30.4K $14.3M
IOT
Samsara Inc.

Technology
250
+ 0.47%
$34.06 - $60.96 $8.52K - $15.2K
54K $2.07M
TT
Trane Technologies PLC

Industrials
212
+ 1.96%
$332.0 - $400.86 $70.4K - $85K
11K $3.72M
ORCL
Oracle Corp

Technology
8.41K
+ 15.09%
$139.81 - $186.47 $1.18M - $1.57M
64.1K $8.97M
VTI
Vanguard Total Stock Market Et

ETFs
68
+ 0.29%
$271.18 - $303.12 $18.4K - $20.6K
23.3K $6.4M
PAVE
Global X Fds Us Infrastructure

ETFs
8.78K
+ 3.46%
$37.31 - $43.82 $327K - $385K
263K $9.91M
XAR
Spdr S&P Aerospace & Defense E

ETFs
409
+ 0.38%
$157.71 - $180.77 $64.5K - $73.9K
108K $17.4M
ONON
On Holding Ag

Consumer Cyclical
3.03K
+ 4.86%
$43.92 - $63.62 $133K - $193K
65.3K $2.87M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.3K
+ 3.0%
$89.18 - $104.04 $383K - $447K
148K $13.5M
HD
Home Depot, Inc.

Consumer Cyclical
324
+ 0.86%
$347.25 - $424.87 $113K - $138K
38.1K $14M
AVGO
Broadcom Inc.

Technology
7.89K
+ 24.12%
$167.43 - $244.7 $1.32M - $1.93M
40.6K $6.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
49.4K
+ 7.32%
$40.03 - $46.81 $1.98M - $2.31M
724K $29.5M
IVV
Ishares Core S&P 500 ETF

ETFs
360
+ 0.9%
$554.06 - $615.85 $199K - $222K
40.3K $22.6M
GOOGL
Alphabet Inc.

Communication Services
2.62K
+ 5.84%
$154.33 - $206.19 $404K - $540K
47.5K $7.34M
GK
Advisorshares Tr Gerber Kawasa

ETFs
12.5K
+ 1.42%
$19.46 - $22.78 $243K - $284K
895K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
5.16K
+ 2.91%
$190.26 - $242.06 $982K - $1.25M
183K $34.7M
XLK
Technology Sector Spdr

ETFs
11.2K
+ 3.55%
$206.38 - $242.18 $2.31M - $2.72M
327K $67.4M
MSFT
Microsoft Corp

Technology
94
+ 0.07%
$375.39 - $447.2 $35.3K - $42K
137K $51.3M
GOOG
Alphabet Inc.

Communication Services
12.1K
+ 4.79%
$156.06 - $207.71 $1.89M - $2.52M
266K $41.5M
SPYG
Spdr Portfolio

ETFs
41.2K
+ 2.98%
$80.05 - $92.39 $3.3M - $3.81M
1.42M $115M
AAPL
Apple Inc.

Technology
11.4K
+ 3.12%
$209.68 - $247.1 $2.39M - $2.81M
377K $83.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29.1K
+ 3.59%
$192.82 - $222.1 $5.61M - $6.46M
840K $162M
NVDA
Nvidia Corp

Technology
1.01K
+ 0.1%
$106.98 - $149.43 $108K - $151K
975K $106M
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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