Gerber Kawasaki Wealth & Investment Management Incresed Positions in Q3 2024

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
3.02K
+ 63.62%
$159.75 - $174.57 $482K - $527K
7.76K $1.35M
IYF
Ishares Tr

ETFs
2.38K
+ 9.27%
$93.83 - $105.05 $223K - $250K
28.1K $2.92M
CGCP
Capital Group Core Plus Income

ETFs
19.9K
+ 120.22%
$22.12 - $23.31 $439K - $463K
36.4K $841K
COST
Costco Wholesale Corp

Consumer Defensive
271
+ 7.23%
$801.83 - $917.05 $217K - $249K
4.02K $3.56M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
10.4K
+ 15.8%
$27.8 - $29.26 $288K - $303K
75.9K $2.21M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
330
+ 26.81%
$1024.09 - $1201.76 $338K - $397K
1.56K $1.64M
CGUS
Capital Group Core Equity ETF
160
+ 0.1%
$31.19 - $34.33 $4.99K - $5.49K
167K $5.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
230
+ 0.89%
$434.77 - $502.96 $100K - $116K
26.1K $12.7M
NOW
Service Now, Inc.

Technology
290
+ 71.78%
$730.87 - $937.36 $212K - $272K
694 $620K
AXP
American Express CO

Financial Services
764
+ 36.71%
$225.92 - $271.17 $173K - $207K
2.85K $771K
WMT
Walmart Inc.

Consumer Defensive
1.82K
+ 22.18%
$66.91 - $81.4 $122K - $148K
10K $810K
GLD
Spdr Gold Trust

ETFs
338
+ 5.86%
$215.56 - $246.98 $72.9K - $83.5K
6.11K $1.49M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
5.76K
+ 5.32%
$19.48 - $20.97 $112K - $121K
114K $2.37M
MUB
Ishares National Muni Bond ETF

ETFs
954
+ 1.49%
$106.13 - $108.7 $101K - $104K
64.8K $7.04M
DLR
Digital Realty Trust, Inc.

Real Estate
1.02K
+ 14.26%
$144.47 - $162.98 $147K - $166K
8.15K $1.32M
GD
General Dynamics Corp

Industrials
671
+ 48.73%
$279.51 - $308.09 $188K - $207K
2.05K $618K
DFIV
Dimensional ETF Tr

ETFs
4.08K
+ 43.83%
$34.66 - $38.38 $141K - $157K
13.4K $509K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
99
+ 0.2%
$19.78 - $23.53 $1.96K - $2.33K
49.4K $1.14M
LLY
Eli Lilly & CO

Healthcare
195
+ 10.46%
$772.14 - $960.02 $151K - $187K
2.06K $1.82M
IDU
Ishares Tr U S Utils ETF

ETFs
421
+ 7.16%
$87.2 - $102.21 $36.7K - $43K
6.3K $642K
AIQ
Global X Funds Global X Artifi

ETFs
3.01K
+ 40.17%
$31.85 - $37.36 $95.7K - $112K
10.5K $389K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
391
+ 2.97%
$90.87 - $102.43 $35.5K - $40.1K
13.6K $1.34M
AMD
Advanced Micro Devices Inc

Technology
540
+ 3.4%
$128.67 - $183.96 $69.5K - $99.3K
16.4K $2.7M
URI
United Rentals, Inc.

Industrials
1
+ 0.15%
$627.41 - $814.1 $627 - $814
650 $526K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
91
+ 0.99%
$105.53 - $118.34 $9.6K - $10.8K
9.33K $1.09M
PANW
Palo Alto Networks Inc

Technology
224
+ 3.09%
$294.18 - $368.01 $65.9K - $82.4K
7.48K $2.56M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.1K
+ 13.94%
$26.43 - $29.86 $55.4K - $62.6K
17.1K $506K
ITOT
Ishares Core S&P Total U.S. St

ETFs
632
+ 32.29%
$113.41 - $125.62 $71.7K - $79.4K
2.59K $325K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.37K
+ 6.61%
$41.95 - $43.42 $57.5K - $59.5K
22.1K $959K
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
21
+ 0.56%
$125.95 - $142.04 $2.64K - $2.98K
3.8K $539K
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
CRM
Salesforce, Inc.

Technology
43
+ 1.96%
$238.42 - $276.53 $10.3K - $11.9K
2.24K $612K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
94
+ 1.16%
$39.95 - $45.86 $3.76K - $4.31K
8.21K $374K
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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